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Description

EnergyCAP ‘channel data’ is any time-series stream of data OTHER than utility bills. Examples of channel data are: electric meter 15-minute interval data, weather data (dry bulb temp, wind, humidity), production data (pounds, linear feet or units of production), counter data (occupancy, sales volume, gallons pumped) and submeter data (hourly, daily or monthly consumption).

This topic will...

  • Describe the process for creating/adding a channel to a meter from the meter properties window.
  • NOT describe the process for adding a chargeback meter. Please refer to Creating a Chargeback Meter.

Prerequisites

  • The ability to add channels is incorporated in the following User Roles:
    • Administration Full Access
    • Bill Entry & Account Setup
  • Obtain the channel details regarding the reading units, the multiplier used to convert the readings, the type of channle channel (odometer or trip), and the maximum reading (or roll-over value).
    • NOTE: some channel properties can be edited after the channel has been created (such as max reading and multiplier); however, primary properties such as channel type, observation type, and the channel rule cannot be edited.  Therefore if the channel is created without knowing these key properties and if any of those fields is not correct, setting the right values is not as simple as editing the channel.  It may be necessary to delete and recreate the channel with the correct property information.

Step-by-Step

  1. Select Buildings & Meters from the Main Menu. The Buildings navigation Tree View will be displayed on the left.

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  2. the Add button Navigate to the meter that is to receive the channel.  

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  3. Click the Edit button below the Tree View . Click the Add Meter menu and select the Channels tab menu option.
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  4. Review the instructional information provided with the Introduction tab. Then click Continue.

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  5. On the Cost Center tab, choose the appropriate radio button and then click Continue.

    • Currently Selected Cost Center will be an available option when creating more than one meter.  It will display the previously selected cost center so that is can be easily used again.

    • Create a New Cost Center will create a new cost center for the account. Refer to the Creating a Cost Center topic for more explicit cost center creation help.

    • Select a Cost Center will associate the account with an existing cost center. Use the hierarchy to select the desired cost center.

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  6. On the Service Address tab, enter Service Address information in the fields provided. Then click Continue.

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  7. On the Vendor tab, choose the appropriate radio button:

    • Select the desired vendor using the Vendor drop-down OR 

    • Add a new vendor by clicking the Add button. Refer to the Adding a Vendor topic for more explicit vendor help.

  8. Click the radio button corresponding to the Vendor Type. Then click Continue.

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  9. On the Account Type tab, complete the relevant information and then click Continue.

    1. Enter the Account Number.

    2. Click a radio button to indicate how the Account Name will be created. Complete additional fields if displayed.

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  10. On the Create Meters tab, select the number of Meters to create using the drop-down list provided and then click Continue.

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  11. On the Create/Select tab, choose the appropriate radio button and then click Continue.

    1. Create a new meter will launch the Meter Wizard and add a new meter to the Building hierarchy.

    2. Select an existing meter will associate an existing meter with the new account.

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    On the Place Assignment tab, choose the appropriate radio button and then click Continue.

    1. Create a new Building will create a new building for the meter. Refer to the Adding an Organization or Building topic for more explicit building creation help.
    2. Select a Place will associate the meter with an existing building. Use the hierarchy to select the desired building. 
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    On the General Info tab, complete the relevant information and then click Continue.
    1. Based on the commodity selected, the Name and Code are automatically generated. Edit these fields if desired.

    2. To enter the Address, click the Edit button and add meter address information in the fields provided. Only ZIP/Postal Code is required. Then click OK.

    3. Select the applicable Time Zone.
    4. (optional) Complete the Serial Number information for the meter. Typically, this number is physically stamped on the device by the manufacturer.

    5. (optional) Complete the Import ID for the meter.  

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    On the Additional Meter Info tab, complete the relevant information and then click Continue.

    1. Select the meter primary use from the Primary Use drop-down OR Add a new primary use by clicking the Add button and following the prompts provided.

    2. In the G/L Code field, enter an accounting code used to specify how charges are posted to an organization’s General Ledger. This code is only necessary if the organization is exporting billing data to an accounting system.

    3. If desired, complete the optional Bill Entry Note, which will be associated with the meter. Bill Entry Notes are visible during utility bill data entry for the associated account. 

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    On the Rate Code tab, choose the appropriate radio button and then click Continue.

    • The Rate Code button provides a drop-down list to select an existing vendor rate.

    • The Create a new rate for this vendor button provides fields to enter the new Rate Code and enter the associated unit of measure.

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  12. If the commodity is Electric, select any demand options on the Demand tab. Then click Continue.

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  13. On the Template Selection tab, select the desired bill entry template. Refer to Modifying Bill Entry Templates for additional template information. Then click Finish to save the meter information and close the Meter Wizard. If multiple meters are being created, the Meter Wizard will cycle through the meter creation process again (see Step 11).

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  14. On the Channels tab, complete the relevant information.

    1. Add channels by clicking the Add Channel button. Refer to the Adding a Channel topic for more explicit channel help.

    2. Attach the meter to an existing route OR 
    3. Create a new route by clicking the + button next to the route drop down.
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  15. Click Finish to save the meter information and close the Meter Wizard. If multiple meters are being created, the Meter Wizard will cycle through the meter creation process again.
  16. Review all information from the Confirmation tab; then click Finish to close the Account/Meter Wizard. Account setup information will be saved and the Wizard will close.

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Rules & Restrictions

  • When adding a meter from the Buildings & Meters Tree View, a new account must be created. If it is necessary to associate a new meter with an existing account, launch the meter wizard (Add Meter button) from the Account Tree View.
  • The Account/Vendor combination must be unique. The same account number can only be used for different accounts when each of the accounts has a different vendor.

  • For commodities that do not have a usage unit (i.e. Cable), the unit field is hidden on the Rate Code tab
    1. Click the Add Channel button to open the 'Create Channel' wizard.
    2. The next steps are setting the channel property details like channel type (usage or demand), observation type, etc.
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      1. Channel Type - Is this a usage or a demand channel?
      2. Observation Type - select the applicable field from the drop down list. 
        1. Observation types can be thought of a "categories".  They are used to describe the type of data associated with the channel or in other cases line items on bills (e.g. demand, use, etc.)
        2. While there are a variety of observation types to choose from, most of the choices apply more to the line item data on a bill rather than interval data associated with channels.
        3. When adding a channel from the meter properties view, the user is given the option to select different observation types from the drop down list; however, the observation types that are most applicable to channel data include reading use, reading demand, usage, and demand.  In fact, when creating a channel during the setup of a chargeback distribution (rather than at meter properties) the drop down list is grey'ed out and the observation type is determined by the channel type selected.  This is to prevent accidentally picking an observation type that will not work with chargeback calculations.
            
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      3. Reading Unit, Multiplier, and Output Unit
        1. Reading unit refers to the unit of measure of the readings.  This is most often set to 'Value', as it is the only unit associated with the Reading Use or Reading Demand observation types that are used for chargeback calculation processes. 
        2. Multiplier - the multiplier is what is used to convert the readings to the output unit.  For example, if your reading values are gallons and the output unit is set to thousand gallons (kgal) you would need to set the multiplier equal to 0.001 in order to arrive at the desired output unit of measure.  Another example would be a case in which the reading values are kWh and the desired output unit is kWh.  In the second scenario you would set the multiplier equal to 1 since the reading unit is the same as the output unit of measure.
        3. Output Unit - used to define the desired unit of measure of the chargeback calculation.  In the case of a usage odometer style meter, the previous reading would be subtracted from the current reading and then the multiplier would be applied to the difference to arrive at the desired output value and corresponding unit of measure.
      4. Time between readings - select the applicable interval of the readings associated with the channel of data.  Is this a 15 minute interval meter or is it hourly or maybe even monthly? 
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      5. Rule - Odometer is assigned to channels in which the reading values progessivly get larger (similar to the odometer in a car that tracks mileage).  Trip is used for channels that are reset after each reading.  Trip is most often utilized for demand data as it measures the peak demand during the interval and then is reset to zero in preparation for the next interval period.
      6. Calibration Date and Maximum Reading
        1. The calibration date setting is the only optional field in the channel creation process.  It is meant to be used for tracking of when the meter was last calibrated.
        2. Maximum Reading - this field is utilized by the processor to determine when a meter/channel has reached the 'roll-over' point.  When an odometer type meter has reached the highest value that is allowed, it rolls over and continues counting from zero.  When this maximum reading value is set correctly, EnergyCAP will account for the roll-over when calculating the difference between the readings and arriving at the usage by applying the multiplier.  If this value is not set correctly and the meter rolls-over, the result will be a grossly negative or positive usage value. These mistakes are often easy to spot due to the drastic difference between the typical usage on the given meter (the expected usage that matches the use trend of the meter) and the value calculated with the incorrect roll-over setting.
      7. Click 'OK' to continue
    3. The last step is to assign the meter to a Route. Reading values can be imported or manually keyed.  Routes are used to manually enter channel readings; therefore, once a channel is created on a meter then meter must be assigned to a route. 
    4. Click Save to complete the channel setup.

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    Rules & Restrictions

    • When a channel is added to a meter the meter must be added to a route, so that readings can be manually entered.
    • Channels to be used with the chargeback processor must be assigned either the reading use or reading demand observation type.