Opening 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 . 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 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 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 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.

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.

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.

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.

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 . 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.

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.

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.

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.

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.

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  to toggle gridlines off. The display is updated to hide the gridlines.

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

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.

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.

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.

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.

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

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.

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

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.

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.

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 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 . 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.

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

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.

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.

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 . 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.

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.