Charting Data

Charting Data

Charting Workspace Toolbar

The Charting workspace contains a number of shortcut tools you can use to manipulate the chart and its display.

 

Toolbar Icon Shortcut Description
open.gif Open Opens an existing chart file template
save.gif Save Saves the currently displayed chart file to the directory and filename you specify
print.gif Print Prints the current display to your default printer
copy.gif Copy Copies the current display. You can paste the image to any application that supports pasting of objects from the clipboard
properties.gif Chart Properties Opens the Chart Properties window to further customize the chart display
favs.gif Favorite Reports Accesses report favorites
help.gif Help Accesses online help
2d3d.gif 2D/3D display Toggles the display between 2-dimensional and 3-dimensional display
gridlines_icon.gif Grid Toggles the grid on and off
legend.gif Legend Toggles the legend on and off
shwdata.gif Show Data Displays the chart's numerical data
plus.gif Aggregate Opens the Aggregate window to select the series to add together
chrt_nw.gif New Time Series Chart or New Scatter Chart Create a new time series or scatter chart

Charting Data

Overview: Data Charting

Charts in EnergyCAP provide a visual representation of interval (time-series) data associated with the organization's meters.

There are two types of charts available in EnergyCAP Enterprise:

  • Time Series Chart

SeriesChart.gif

  • Scatter Chart

ScatterChart.gif

Data Charting includes the following functions:

  • Split a series into even sections which are overlaid on top of each other. For example, energy consumption for a factory that operates on three 8-hour shifts can have the three shifts overlaid one on the other.

  • Aggregate any like series of data and display it on the chart.

  • Profile a stream of data by providing the maximum, minimum, and/or average of all values.

  • Realign the starting point of a meter’s interval data when data streams from multiple meters do not exactly match with an exact time stamp. This function can also be used to see the effect of shifting a load to a different time period.

The Data Charting workspace displays charts in two views:

  • A 2-D or 3-D graphical representation that can be copied or saved as a bitmap file (.bmp), an image file format common in the Windows environment. The .bmp file format is supported by image processing applications such as Microsoft® Paint, and Adobe® Photoshop®. Files of this format can also be imported into most word processing and presentation applications, including Microsoft® Word and Microsoft® PowerPoint.

  • Numerical data presented in a cell/grid format that can be copied (Ctrl-C) and pasted (Ctrl-V) or exported (File/Export) and imported into a spreadsheet application, such as Microsoft® Excel.

Accessing Data Charting

  1. On the navigation bar, select the Analysis module.

  2. Click the Charts icon charts1.jpg. The Data Charting workspace appears.


Charting Data

About Chart Axes

An axis is a reference line in a coordinate system. The X-axis is the horizontal line on which time is represented. The Y1-axis is the vertical line on the left on which the unit of measure is displayed. EnergyCAP Enterprise™ uses another axis, called the Y2-axis. The Y2-axis is the vertical line on the right on which a second unit of measure can be displayed.

axes.GIF

The X-axis contains date and time-stamp information. Supported date and time formats include:

  • mm/dd/yyyy (month/day/year)

  • mm/yyyy (month/year)

  • dd/mm (day/month)

  • hh:mm (hours:minutes)

The Y1-axis and Y2-axis contain unit of measure information. Supported formats for these axes include:

  • ##.## (e.g., 26.12)

  • ##.00 (e.g., 26.00)


Charting Data

About Chart Axes Increments

The increment specifies the value amount that should occur between labels on an axis. This allows you to control your view of the data. For example, the default increment might be 2:

But if this increment is changed to 5, the display changes to appear like the following:


Charting Data

About Chart Gridlines

Gridlines are visual references to help read charts and graphs. They run horizontally and vertically.

The horizontal gridlines are "locked" to the Y1-axis at the user defined increment. In the example below, the Y1-axis is set to display at increments of 5 units of measure. The horizontal gridlines are displayed at every 5th unit.

grid_horizontal1.GIF

If the Y2-axis displays a different unit of measure, the horizontal gridlines may not line up with the Y2-axis unit markings, as in the example below.

grid_horizontal2.GIF

The vertical gridlines are "locked" to increments of time. The hours are displayed in international time (00:00 to 24:00) and default to display at 00:00, 06:00, 18:00 and 00:00 of the following day.


Charting Data

About Chart Series Minimums

The minimum is the smallest value of data to be displayed on an axis. You can manipulate the minimum value to focus on data when it falls in the middle or toward the top of the Y-axis.

For example, a chart whose Y1 axis is set to Auto may appear as:

Perhaps you want to examine the peak usage for this day more closely. Set the Y1-axis minimum to a larger value. The chart is redrawn and effectively "zooms in" on the peak usage data.


Charting Data

About Chart Series Maximums

The maximum is the largest data value of data to be displayed on an axis. You can manipulate the maximum value to focus on data when it falls in the middle or toward the bottom of a Y-axis. You can also use it to "stretch" the chart horizontally. This is especially useful when viewing markers that are displayed at 15-minute intervals.

For example, a chart whose Y1 axis is set to Auto may appear like this:

You cannot see much detail on the red line representing KW data between 12:00 and 18:00. If you set the Y1-axis maximum to a smaller value, the chart is redrawn allowing a more desirable level of detail to be shown.

Changing the maximum allowable value effectively "zooms in" on the data. Notice that the KVAR data is not changed. That is because it is on the Y2-axis and it remains at its original setting.


Charting Data

About Chart Series

A series is a graphical representation of one's channel--a stream of data returned from a meter. A channel has a commodity (e.g., Electricity), an observation type (e.g., Usage), units of measure to use (e.g., kWh), and a method (e.g., metered). If permissions allow, you can define a channel to return the kind of information needed from a particular physical meter. A channel returns imported meter data which cannot be manipulated. Calculations cannot be performed on a channel; virtual channels perform calculations. A series can consist of:

  • Markers - Symbols that represent data points in the interval data. Each data point corresponds to the information for the meter channel, at that timestamp. A meter in EnergyCAP Enterprise is associated with an actual physical meter in the field. It contains data for the commodity that is assigned to it. It also has an import ID used to import data from the physical meter, and a serial number that may or may not correspond to the serial number of the physical meter. Meters have one or more channels assigned to them. For example, the typical 15-minute interval data will consist of these data points: :00, :15, :30, and :45.

markers.GIF

  • Lines A line connects the data points to allow you to see the ebb and flow of usage and/or demand, more easily.” The second and third sentences can then be dropped.

When a chart is created, you can choose to hide or show any of the series included in it. You can also choose to show the markers of one series but not another, and edit the series' line and marker attributes.


Working with Charts

Creating a Chart

You can create a time-series chart or a scatter chart.

Creating a Time-series Chart

  1. Select Analysis | Charts.

  2. From the Chart menu, select New | Chart | Time Series. The Create Time-Series Chart window appears.

  3. In the Title field, type a title for the chart.

  4. In the Style drop-down list, select either Line or Stacked Bar.

  5. In the Data sources section, click plus.gif. The Select Data window appears.

  6. Click to select the data source containing interval data you want to include on the chart. When selected, a check mark will appear in the checkbox

    • Click plus.gif to open folders and view their contents.

    • If you are unable to locate the appropriate device, click More. Follow the instructions for Finding Data Sources.

  7. In the Date range section, select a date range that the chart should encompass.

    • To set a predefined date range, select the appropriate time frame in the Range field.

    • To set a specific date range, in the Start and End date fields, type the date or use the drop-down arrow to select the date from a calendar.

  8. To aggregate the data on your chart, click More and select the Aggregate data option.

  9. Click OK. The Select Data window closes.

  10. After making your selections, click OK.

Creating a Scatter Chart

  1. Select Analysis | Charts.

  2. From the Chart menu, select New | Chart | Scatter. The Create Scatter Chart window appears.

  3. Enter a title for the chart in the Title field.

  4. In the X source section, click the binoculars icon. The Select Data window appears.

  5. Select the data source whose interval data you want to include on the chart.

    • Click plus.gif to open folders and view their contents.

    • If you are unable to locate the appropriate device, click More. Follow the instructions for Finding Data Sources.

  6. In the Date range section, select a date range that the analysis should encompass.

    1. To set a predefined date range, select the appropriate time frame in the Range field.

    2. To set a specific date range, in the Start and End date fields, type the date or use the drop-down arrow to select the date from a calendar.

  7. Click OK. The Select Data window closes.

  8. In the Y source section, click the binoculars icon. The Select Data window appears.

  9. Select the data source whose interval data you want to include on the chart.

    • Click plus.gif to open folders and view their contents.

    • If you are unable to locate the appropriate device, click More. Follow the instructions for Finding Data Sources.

  10. In the Date range section, select a date range that the analysis should encompass.

    • To set a predefined date range, select the appropriate time frame in the Range field.

    • To set a specific date range, in the Start and End date fields, type the date or use the drop-down arrow to select the date from a calendar.

  11. Click OK. The Select Data window closes.

  12. To differentiate weekdays and weekend days by color, select the Color by weekday/weekend check box.

  13. After making your selections, click OK.


Working with Charts

Viewing Numerical Chart Data

The Charting Workspace Data tab displays the raw numerical data in spreadsheet format. The data can be exported to a bitmap, tabbed text, comma-separated, or matrix text file (File/Export).

To display numerical data:

  1. Select Analysis | Charts.

  2. Open or create a chart.

  3. From the Chart menu, select Show Data. A data tab appears displaying the chart's numerical data.

  4. To return to the chart's image, select the appropriate Chart tab at the bottom of the display pane.

NOTE: Right-clicking anywhere in the data chart will open a popup window with the following options: 

  • New: Provides options for creating a new chart.
  • Clear: Provides option to clear the chart data page.
  • Copy: Copies entire chart series to the Windows® clipboard for pasting to other applications.
  • Print: Prints data series.

 


Working with Charts

Viewing a Chart as 2-D or 3-D

The default chart view is two-dimensional (2-D). All charts are available in a three-dimensional (3-D) view.

  1. Select Analysis | Charts.

  2. Open or create a chart.

  3. In the Chart View, from the Chart menu, select View 3D. The display is changed to reflect your choice.

  4. To return the chart to 2-D, re-select View 3D from the Chart menu. The display is changed to reflect your choice.


Working with Charts

Aggregating a Chart's Series

An aggregate chart is a chart that combines two or more data series to create a virtual data series. Aggregated data is added to a currently displayed chart.

Aggregate charts are useful in combining energy load information from individual metered data in order to evaluate the load and potentially negotiate an alternative rate with an energy provider.

  1. Select Analysis | Charts.

  2. Open or create a chart. The chart would ordinarily contain multiple series data.

  3. From the Series menu, select Aggregate. The Aggregate dialog box appears.

  4. Enter a name for the aggregate series.

  5. Select which series from the existing chart that should be added together.

  6. Click OK. The selected series are totaled and displayed on the chart as a separate line. If the legend is shown, the aggregate series is identified using the name you specified.

    • If you attempt to aggregate series with different units of measure, a message dialog box appears to verify your request. Click either Yes to continue or No to cancel the request.


Working with Charts

Adding a Series to a Chart

  1. Select Analysis | Charts.

  2. Open or create a chart.

  3. From the Series menu, select New. The Select Data window appears.

  4. In the Data sources section, click plus.gif. The Select Data window appears.

  5. Click to select the data source with interval data you want to include on the chart.

    • Click to open folders and view their contents.

    • If you are unable to locate the appropriate device, click More. Follow the instructions for Finding Data Sources.

  6. In the Date range section, select a date range that the chart should encompass.

    • To set a predefined date range, select the appropriate time frame in the Range field.

    • To set a specific date range, in the Start and End date fields, type the date or use the drop-down arrow to select the date from a calendar.

  7. To aggregate the data on your chart, click More and select the Aggregate data option.

  8. After making your selections, click OK. The chart is displayed with the new series.

NOTE: If the date range selected does not contain any data, a message window appears. Click OK to close the message window then select another date range.


Working with Charts

Adding a Profile Series to a Chart

A profile series chart provides the means to create a virtual data series from actual data series using statistical methods. The result provides a visual comparison to the actual data. To determine the statistical profile, existing chart data can be analyzed:

  • Daily: Averages daily data points
  • Weekly: Averages weekly data points corresponding with that day
  • Monthly: Averages monthly data points corresponding with that day

 

The profile type establishes the time period over which a statistical process is applied. The statistic types are:

  • Maximum: Displays for the highest chart value(s) over the specified time period(s).
  • Minimum: Displays for the lowest chart value(s) over the specified time period(s).
  • Average: Displays for the mean of chart value(s) over the specified time period(s).

 

Profile series charts provide a way to compare actual data to statistical data. This is useful in determining whether actual data is above, below, or equal to the statistical comparison. Irregular load patterns become obvious when viewing a profile series chart, and can many times show opportunities for improved energy and process management.

  1. Select Analysis | Charts.

  2. Open or create a chart.

  3. From the Series menu, choose Profile. The Profile dialog box appears.

  4. Select the Source series from the drop-down list box.

  5. Select the Profile type from the drop-down list.

  6. Select the Statistic from the drop-down list.

  7. Click OK. The chart is displayed with the profile series.


Working with Charts

Converting a Chart's Series Data

The Convert function allows you to facilitate the conversion of series data to another commodity unit or unit of measure.

  1. Select Analysis | Charts.

  2. Open or create a chart.

  3. From the Series menu, select Convert. The Convert Series window appears.

  4. In the Source series drop-down list, select the appropriate series.

  5. Select either:

    • A commodity unit in the Convert Type drop-down list to convert the series to a unit combination.

    • A unit of measure in the Convert unit drop-down list to convert the series to another unit.

  6. Click OK. The series data is converted on the chart display.

NOTE: If additional profiles in the same graph have been based on the original series unit values, they will need to be deleted and recreated to correspond with the converted values. It is not possible to convert graphical profile plots or data. These are calculated once and based on units in effect at the time of the calculation.


Working with Charts

Deleting a Chart's Series

  1. Select Analysis | Charts.

  2. Open or create a chart.

  3. From the Series menu, select Delete. The Delete Series window appears.

  4. Select the series to delete.

  5. Click OK. The series is removed from the chart.

NOTE: The series data will also be removed from the data display (Chart/Show Data) if it had previously been generated.


Working with Charts

Deleting a Chart Page

  1. Select the appropriate chart page (tab).

  2. From the Chart menu, select Clear. The Confirm window opens.

    • Click Yes to delete the chart’s page.

    • Click No to cancel the operation.


Working with Charts

Hiding Gridlines on a Chart

Gridlines provide visual references to help you read the chart data. Gridlines run horizontally and vertically and by default, are shown on a newly created chart. Gridlines are permanent attributes of the chart display and as such cannot be "removed"; rather they can be hidden from the current view.

  1. Select Analysis | Charts.

  2. Open or create a chart.

  3. In the Chart View, click gridlines_icon.gif to toggle gridlines off. The display is updated to hide the gridlines.

  4. To show the gridlines, simply click gridlines_icon.gif to toggle them on.


Working with Charts

Splitting a Chart's Series

A split series chart takes a stream of data over time and splits the data into defined sections. The individual sections are then overlaid, one on top of another, and presented as a new chart derived from the original chart. Typical chart sections are Shift, Day, Week, and Month. Split series charts may not be created from other split series data.

Split series charts are useful in comparing load shapes over time. For example, splitting a week of data into seven unique sections – seven days – builds a chart that contains the seven data series laid on the same chart. You can then easily see a load trend over time.

  1. Select Analysis | Charts.

  2. Open or create a chart.

  3. From the Series menu, choose Split. The Split window appears.

  4. Enter a title for the split series in the Title: field.

  5. Select the series to split from the drop-down list.

  6. In the Begin time field, enter the date and time.

  7. In the End time field, enter the date and time.

  8. In the Split settings section, select the type of series split from the drop down list.

    • Week

    • Day

    • Other

    NOTE: If you selected Other as the type, enter the number of sections to split the series. A split chart must be broken into at least two sections. A split series with insufficient data may not be able to be displayed.

  9. Click OK to generate the split chart series.


Working with Charts

Realigning a Chart's Series

Realigning data means moving a data series across time on a chart. EnergyCAP Enterprise allows you to move a data series by even intervals. The data is realigned only in the chart; the actual stored data is not affected.

Realigning data is useful for analyzing data streams by shifting loads and noting the impact of changing facility activities on load patterns. It is particularly useful in comparing two or more data streams to see the new aggregate result of load shifting.

  1. Select Analysis | Charts.

  2. Open or create a chart.

  3. From the Series menu, choose Realign. The Realign window appears.

  4. Select the Source series from the drop-down list.

  5. Select the New origin.

    1. Enter the date or use the drop-down arrow to retrieve a calendar to select the date.

    2. Enter the time or use the arrows to select the time.

  6. Click OK to generate the new chart.


Working with Charts

Modifying a Chart's Title

NOTE: The title is centered on the display and cannot "wrap" to the next line. Therefore, any characters that extend past the chart boundaries will disappear from the display. Make certain to choose a concise name for the chart to ensure that the title is legible.

  1. From the File menu, select Properties. The Chart Properties window appears.

  2. Select the Chart tab.

  3. In the Title field, enter the desired title for the chart.

  4. If another font is desired for the title, click Font. The Font window appears.

    1. Make the appropriate font selections.

    2. Click OK. The Chart Properties window returns.

  5. After making your selections, click OK. The Chart Properties window closes and the chart will be displayed with the new configuration.


Working with Charts

Modifying a Chart's Legend

The legend is a key that identifies the series on the chart. By default, the legend is shown on the created chart. It is possible to change the legend's position in relation to the chart and its font and font size, and/or hide the legend.

To make legend changes:

  1. Select Analysis | Charts.

  2. Open or create a chart.

  3. From the File menu, select Properties. The Chart Properties window appears.

  4. Select the Legend tab.

  5. Select the Show legend check box to display the legend.

  6. Clear the Show legend check box to hide the legend.

  7. If you selected to show the legend, select the legend position using the radio button options.

  8. If you selected to show the legend, you may change the font used for the legend.

    1. Click Font. The Font window appears.

    2. Make the appropriate font selections.

    3. Click OK. The Chart Properties window returns.

  9. After making your selections, click OK. The Chart Properties window closes and the chart displays with the new configuration.


Working with Charts

Modifying a Chart's Gridlines

By default, gridlines are shown on the created chart.

To modify a chart's gridlines:

  1. Select Analysis | Charts.

  2. Open or create a chart.

  3. From the File menu, select Properties. The Chart Properties window appears.

  4. Select the Gridlines tab.

  5. Options include:

    • Choosing whether to show horizontal and/or vertical gridlines.

    • Setting the style, weight, and color of the horizontal and/or vertical gridlines.

  6. After making your selections, click OK. The Chart Properties window closes and the chart displays your selections.

Showing or Hiding Gridlines

  1. From the Chart Properties/Gridlines tab in the Grid drop-down menu, select Horizontal or Vertical.

  2. Either:

    • Select the Show grid check box to display the gridlines.

    • Clear the Show grid check box to hide the gridlines.

  3. Repeat step 1 and 2 to show or hide the other gridlines.

Setting Gridline Styles

NOTE:

The appearance of lines are affected by style, width, and color, so you may find some experimentation useful to get the best display. In general, use darker colors on a light background. The higher the contrast between object and background, the easier the object is to view.
  1. From the Chart Properties/Gridlines tab in the Grid drop-down menu, select Horizontal or Vertical.

  2. Select any of the following options:

    • Style

    • Width

    • Color

  3. Repeat step 1 and 2 to change the style of the other gridline.


Working with Charts

Modifying a Chart's Series

  1. Select Analysis | Charts.

  2. Open or create a chart.

  3. From the File menu, select Properties. The Chart Properties window appears.

  4. Select the Series tab.

  5. You can:

    • Modify a series title

    • Show or hide a series

    • Modify the series line properties

    • Modify the series markers

  6. After making selections, click OK. The Chart Properties window closes and the chart displays the new selections.

Modifying a Series Title

  1. Select the appropriate series from the drop-down list.

  2. In the Title field, enter the new title for the specified series. The title for a series can be up to 32 characters.

  3. Repeat steps 1 and 2 to modify the title for another series.

Showing or Hiding a Series

  1. Select the appropriate series from the drop-down list.

  2. Select the Show series check box to display the series.

  3. Clear the Show series check box to hide the series.

  4. Repeat steps 1-3 to display and/or hide other chart series.

Modifying the Series Line Properties

NOTE:

The appearance of lines are affected by style, width, and color, so you may find some experimentation useful to get the best display. In general, use darker colors on a light background. The higher the contrast between object and background, the easier the object is to view.

  1. Select the appropriate series from the drop-down list.

  2. In the Line field, select any of the following options:

    • Style

    • Width

    • Color

  3. Repeat steps 1 and 2 to modify the line properties of another series.

Modifying a Series Markers

  1. Select the series whose markers you want to modify from the drop-down list.

  2. Select the Show marker check box to display the series markers.

  3. Select the marker style.

  4. Select the outline color for the markers.

  5. Repeat steps 1-4 to modify markers for another series.


Working with Charts

Modifying a Chart's Axes

  1. Select Analysis | Charts.
  2. Open or create a chart.

  3. From the File menu, select Properties. The Chart Properties window appears.

  4. Select the Axis tab.

  5. You can:

    • Add or modify an axis title

    • Modify an axis format

    • Adjust the X-axis

    • Adjust a Y-axis

    • Adjust the increment

  6. After making your selections, click OK. The Chart Properties window closes and the chart displays your selections.

     

    Adding or Modifying an Axis Title

    1. From the Chart Properties Axis tab, select the appropriate axis from the drop-down list.

    2. In the Title field, enter the new title for the specified axis. The title for an axis must be 32 characters or less.

    3. If you want to change the font used for the title, click Font. The Font window appears.

      1. Make the appropriate font selections.

      2. Click OK. The Chart Properties window returns.

    4. Repeat the previous steps to add or modify a title for another axis.

    Modifying an Axis Format

    1. From the Chart Properties Axis tab, select the appropriate axis from the drop-down list.

    2. In the Format drop-down menu, select the appropriate format. The format selection must be of the same type value (time format to time format, numeric format to numeric format).

    3. Repeat the previous steps to modify a format for another axis.

    Adjusting the X-axis

    1. From the Chart Properties Axis tab, select the X-axis from the drop-down list.

    2. Clear the Auto check box for the Maximum value.

    3. Set the Maximum value to display the data you want to see in detail. Setting the Maximum to display less than a day yields best results for 15-minute interval data.

    Adjusting the Y-axis

    1. From the Chart Properties Axis tab, select the Y-axis that you want to "zoom in" from the drop-down list.

    2. Set the Maximum and/or Minimum values to display the data you want to see in detail.

      • Increase the Minimum value when data is near the top of the chart.

      • Decrease the Maximum value when is near the bottom of the chart

      • Increase the Minimum value and decrease the Maximum value when the data is in the middle of the chart.

    3. Clear the Auto check boxes for the values you have modified.

    4. Repeat the previous steps to modify another Y-axis.

    Adjusting the Axis Increment

    1. From the Chart Properties Axis tab, select the axis that you want to modify from the drop-down list.

    2. Clear the automatic Increment check box.

    3. In the Increment field, enter the value for the increment .

    4. Repeat the previous steps to adjust the increment for another axis.


Working with Charts

Opening a Chart

The chart file is a template with the chart's specific attributes (e.g., displays certain data source information in a certain way). When you open the chart file, you can display the chart either as is or update the chart data using today's date as the end date.

  1. Select Analysis | Charts.

  2. From the File menu, select Open. The Open Chart window appears.

  3. If the chart template is located on the database:

    1. Select the Database radio button (default).

    2. Click globe.gif to navigate to the applicable folder.

    3. Select the appropriate chart template.

    4. Go to step 5.

  4. If the chart template is a file on a computer:

    1. Select the File radio button.

    1. In the Chart code field, type the chart template directory location and file name.

    2. To locate the appropriate directory location, click srch_icon.gif. The Open window appears.

      1. In the Look in field, select the directory location of the file.

      2. In the File List section, select the appropriate file.

      3. In the Files of type field, select Chart Template (*.cpt).

      4. Click Open. The Open window closes.

      5. Go to step 5.

  5. After making your selections, click OK. The Confirm window appears.

    • Select Yes to update the date range using today's date as the end date.

    • Select No to use the date range as saved originally.

Energy CAP Enterprise displays the chart image with the attributes and data saved including the data series names, start dates, and end dates. You can change the chart views or make modifications to the chart.


Working with Charts

Copying a Chart

A chart can be copied to the clipboard as either an image or as a table of numerical data.

NOTE:

If the created chart contains several data sources and/or encompasses several months, the copy function can take longer than expected.

Copying a Chart's Graphical Display

  1. Select Analysis | Charts.

  2. Open or create a chart.

  3. Select the graphical display chart page.

  4. From the Edit menu, select Copy. The chart image is copied to the clipboard.

  5. Open the application into which you want to paste the image, position the cursor where you want the image to be pasted then select Edit | Paste.

Copying a Chart's Numerical Data

  1. Select Analysis | Charts.

  2. Open or create a chart.

  3. To view the chart's data, from the Chart menu, select Show data.

  4. From the Edit menu, select Copy. The chart data is copied to the clipboard.

  5. Open the application into which you want to paste the table of data, position the cursor where you want the data to be pasted then select Edit | Paste.


Working with Charts

Printing a Chart

  1. Select Analysis | Charts.

  2. Open or create a chart.

  3. From the File menu, select Print. The chart display is printed to your default printer.


Working with Charts

Saving a Chart

You can save a chart as a template with its specific attributes (e.g., displays certain data source information in a certain way) that can be reopened in EnergyCAP Enterprise either as is OR updated dynamically by the application. The attributes saved with the chart data include the data series names, start dates, and end dates.

You have the capability to:

  • Allow all users access to the chart template by saving it to the Public folder

  • Save the chart template to the database for your access only

  • Save the chart template as a file to a computer

  1. Select Analysis | Charts.

  2. Open or create a chart.

  3. Select the Chart tab.

  4. From the File menu, select Save. The Save Chart dialog box appears.

  5. To allow all users access to the chart template:

    1. Select the Database check box.

    2. Select the Public folder.

    3. Type a name for the chart in the Chart code field.

  6. To save the chart template to your folder in the database:

    1. Select the Database check box.

    2. Select your user folder.

    3. Type a name for the chart in the Chart code field.

  7. To save the chart template as a file to a computer:

    1. Select the File check box.

    2. In the Chart code field, type the directory location and file name.

    3. To locate the appropriate directory location, click srch_icon.gif. The Save As dialog box appears.

      1. In the Save in field, select the directory location for the file.

      2. In the File name field, type a name for the file.

      3. In the Save as type field, select Chart Template (.cpt).

      4. Click Save. The Save As dialog box closes.

  8. After making your selections, click OK. The template is saved.


Working with Charts

Exporting a Chart

You can export a chart's image or numerical data to import into other applications. The exported files cannot be reopened in Energy CAP Enterprise.

Exporting a Chart's Image

  1. Select Analysis | Charts.

  2. Open or create a chart.

  3. From the File menu, select Export. The Export As dialog box appears.

  4. In the Save in field, select the directory location for the file.

  5. In the File name field, enter a name for the file.

  6. In the Save as type field, select Bitmap File (.bmp). An image file format common in the Windows environment. This common file format is supported by such image processing applications as Microsoft® Paint, Jasc® Paint Shop Pro™ , and Adobe®Photoshop®. Files of this format can also be imported into almost all word processing and presentation applications, such as Microsoft® Word and Microsoft® PowerPoint.

  7. After making your selections, click Save. The currently displayed chart image is saved as a file to the location you specified.

Exporting a Chart's Data

  1. Select Analysis | Charts.

  2. Open or create a chart.

  3. View the chart's data by selecting Show data from the Chart menu.

  4. From the File menu, select Export. The Export As dialog box appears.

  5. In the Save in field, select the directory location for the file.

  6. In the File name field, enter a name for the file.

  7. In the Save as type field, select the file type.

    • Tabbed Text File (.txt): A tab-delimited ASCII text file that stores the chart data as you see it in the Data tab display. A text file can be opened in word processing applications such as Microsoft® Word and Microsoft® Notepad, or converted easily to table format in an application such as Microsoft® Excel.

    • Comma Separated File (.csv): A comma separated file is an ASCII text file that contains chart data in comma-delimited format. A text file can be opened in word processing applications such as Microsoft® Word and Notepad, or converted easily to table format in an application such as Microsoft® Excel.

    • Matrix Text File (*.txt): An ASCII text file that combines each meter's daily data on a single text line. A text file can be opened in word processing applications such as Microsoft® Word and Microsoft® Notepad, or converted easily to table format in an application such as Microsoft® Excel.

  8. After making your selections, click Save. The numerical chart data is saved as a file to the location you specified.