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About the Exceptions Report


This report is used to identify all data values for a specified period of time that do not fall within a specified range. The date range is user definable, and the benchmark, or baseline, to be compared against is based on historical data within the data point log itself. You can also choose the exceptional limits or let the software determine the acceptable limits for you. You can also display the outside air temperature that was logged for the site on the same value chart. Finally, you can have the software adjust the baseline based on changes to outside air temperature.

This report is used to help you see where data point records have fallen out of a determined set of accepted values and to determine if changes are needed to better control energy demands.

Figure 4-16 Exceptions Report Example.

Creating an Exceptions Report.

Create an Exceptions Report by doing the following tasks:

Start the Exceptions Report

  1. Select the Exceptions link on the home page or use the Goto list from within the current report.
  2. Once the Exceptions report is open, select By Group from the Site Selector list.
  3. Right click on EastRegion HVAC Group and select Add to Report. This should put the Arlington, Charlotte, and Richmond_East HVAC Consumption data points into the report.

Set Report Parameters

  1. For Report Period, select Last Month.
  2. Select a 1 hour rollup period.
  3. For the Baseline, choose 1 month prior.
  4. In the Temperature field, set the color to none and do not check the Adjust Baseline option. The Temperature field allows you to plot on the exception report the Main Outside Air Temperature that was collected at the associated site and to select the color of this value will be. You can also decide to have the baseline adjusted for that temperature. For example, if you choose this feature, the software will change the baseline to the value that it calculates it would have been if the temperature at the baseline’s date and time had been the same as it is at the plotted value’s date and time, thereby removing Outside Air Temperature as a contributing factor in the occurrence of an exception to the expected value.
  5. For Comparison Details, select Use Baseline & Percentage and put in 20 as the Threshold %.
    The three choices of comparison are:
    • Use Baseline and Percentage

      This choice allows you to determine the percentage of variation from the baseline beyond which a value is considered to be an exception.

    • Use Specified Range of Values

      This choice allows you to specify the exact upper and lower limits for acceptable values. Anything above or below these limits are shown as exceptions.

    • Use Baseline & Statistically Determined Limits

      Selecting this options lets the software automatically determine the limits outside of which any value is considered an exception.

    All three of these options still allow you to individually select whether or not to display exceptions beyond the upper and lower limits. You can also select any specific day or days of the week to ignore for reporting purposes, and you can define the maximum number of exceptions to report. The exceptions are listed in chronological order.
  6. Click on Run Report to create the Exceptions Report. The Exceptions Report is created, as shown in Figure 4-17.
    • In the Exceptions Summary Tab, double-click on Charlotte to get the details of exceptions for that data point.
Figure 4-17 Exceptions Report Sample Exercise
This will bring up the details about the exceptions report for Charlotte.
  1. Click on the Show Differences... button to view a chart with values plotted against a zero baseline.
  2. Show Differences...

    In this view, zero represents the baseline value. The plot represents the data point’s delta from that baseline. Any value outside of the limits is listed as an exception. If you select one of the exceptions in the table below the chart, the chart will show that specific exception with a vertical black line. All exceptions will be either above the Upper Limit or below the Lower Limit – none will fall between these two limits.


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