Custom Visualizations in Portfolio Analytics Manager

23 Minute Read

Introduction

Custom visualizations are made up of combination charts allowing you to plot multiple datasets on the same chart. You can use combination charts to plot multiple chart types on the same chart. For example, you can show the donut and line chart on the same or multiple area charts on the same chart canvas. 

You can choose from any of the following custom visualizations:

• Line Chart
• Area Chart
• Donut Chart
• Pie Chart
• Horizontal Bar Chart
• Vertical Bar Chart
• Line + Donut Chart 
• Horizontal + Donut Chart
• Vertical + Donut Chart
• Heatmap 

 Line Chart

A line chart uses lines to connect individual data points that display quantitative values over a specified time interval.  

For a video on line chart, click here.

Creating Line Chart

Procedure

1. From the dashboard page, click Add Visualization.
2. Hover the mouse over the Widget Title until the Edit icon appears. Click the Edit icon and edit the title.
3. Select Custom Chart from the Widget Type dropdown list.

The custom widget options are displayed.

    4. Hover the mouse over the Line Chart icon and select it.

    5. Select from the following fields to configure the widget.

The following table explains the various fields displayed on the page:

Field Name	Description
Scope	You can select the building for which portfolio data is to be analyzed and monitored. Scope is one building or multiple buildings based on user navigation preference.
Parameter Category	You can select from the parameter category such as Consumption, Cost Index, and Site Intensity.
Parameters	Depending on the parameter category chose, the parameters are displayed. For example, the parameters for Cost Index include Energy Cost Index, Gas Cost Index, and Electricity Cost Index.
Group By	You can select the Same as Dashboard option or select from Hourly, Daily, Weekly, or Monthly options.
Date Range	You can use this option to either retain the date range same as the dashboard or manually select a different date range. You can choose from the following options: Today, Last 3 Days, Last Week, Last Month, Last 6 months, Last Year. If you select the Same as Dashboard option, then the other options are disabled.

    6. Click Save Visualization. Dashboard is refreshed with the latest visualization.

To learn more about other actions possible on the chart, see Additional Features.

Example 

Let us consider an example where you want to plot a line chart for energy and electricity consumption for a selected building.

In this example, the energy, gas, and electricity consumption for a building is plotted for the selected date range. Hover the mouse over the chart to view the daily consumption as shown.

Area Chart

An area chart represents data that follows a time-series relationship.

Creating Area Chart 

Procedure

1. From the dashboard page, click Add Visualization.
2. Hover the mouse over the Widget Title until the Edit icon appears. Click the Edit icon and edit the title.
3. Select Custom Chart from the Widget Type dropdown list.

The custom widget options are displayed.
     4. Hover the mouse over the Area Chart icon and select it.
     5. Select from the following fields to configure the widget.

The following table explains the various fields displayed on the page:

Field Name	Description
Scope	You can select the building for which portfolio data is to be analyzed and monitored. Scope is one building or multiple buildings based on user navigation preference.
Parameter Category	You can select from the parameter category such as Consumption, Cost Index, and Site Intensity.
Parameters	Depending on the parameter category chose, the parameters are displayed. For example, the parameters for Cost Index include Energy Cost Index, Gas Cost Index, and Electricity Cost Index.
View By	You can view the graph by selecting any of these options: - Summate Parameters & Scope: All the building scope data as well as selected parameters are aggregated.  - Segregate Parameters & Summate Scope: Parameters are separated but building scope data is aggregated. - Summate Parameters & Segregate Scope: Parameters are aggregated but building scope data is segregated. - Segregate Parameter & Scope: Parameters and scope are segregated.
Group By	You can select the Same as Dashboard option or select from Hourly, Daily, Weekly, or Monthly options.
Date Range	You can use this option to either retain the date range same as the dashboard or manually select a different date range. You can choose from the following options: Today, Last 3 Days, Last Week, Last Month, Last 6 months, Last Year. If you select the Same as Dashboard option, then the other options are disabled.

    6. Click Save Visualization. Dashboard is refreshed with the latest visualization.

To learn more about other actions possible on the chart, see Additional Features.

Example 

Let us consider an example where you want to plot an area chart for energy, gas, and electricity cost index of a selected building.

In this example, the energy, gas, and electricity consumption for a building is plotted for the month selected. Hover the mouse over the chart to view the monthly consumption as shown.

Donut Chart

 A donut chart is a variant of the pie chart, with a blank center allowing for additional information about the data as a whole to be included. Each point is specified by an arc that length is proportional to the circumference as the data value to the total sum of all values.

Creating Donut Chart

Procedure

1. From the dashboard page, click Add Visualization.
2. Hover the mouse over the Widget Title until the Edit icon appears. Click the Edit icon and edit the title.
3. Select Custom Chart from the Widget Type dropdown list.

The custom widget options are displayed.
      4. Hover the mouse over the Donut Charticon and select it.
      5. Select from the following fields to configure the widget.

The following table explains the various fields displayed on the page:

Field Name	Description
Scope	You can select the building for which portfolio data is to be analyzed and monitored. Scope is one building or multiple buildings based on user navigation preference.
Parameter Category	You can select from the parameter category such as Consumption, Cost Index, and Site Intensity.
Parameters	Depending on the parameter category chose, the parameters are displayed. For example, the parameters for Cost Index include Energy Cost Index, Gas Cost Index, and Electricity Cost Index.
View By	You can view the graph by selecting any of these options: - View by Building: If you select two buildings, then the graph is split into two parts and shows selected parameters for Building A and Building B.   - View by Floor: If you select only one building as scope, then the graph is split into multiple parts and shows selected parameters for various floors.   - View by CCU: If you select only one building as scope, then the graph is split into multiple parts depends on the number of CCUs paired in the building. You can see the selected parameters for each CCU level.
Date Range	You can use this option to either retain the date range same as the dashboard or manually select a different date range. You can choose from the following options: Today, Last 3 Days, Last Week, Last Month, Last 6 months, Last Year. If you select the Same as Dashboard option, then the other options are disabled.

    6. Click Save Visualization. Dashboard is refreshed with the latest visualization.

To learn more about other actions possible on the chart, see Additional Features.

Example 

Let us consider an example where you want to plot a donut chart for HVAC electricity consumption for three buildings.

In this example, three buildings are selected and the total consumption is shown as 281859.58 kWh. The color codes distinguish the different buildings. Hover the mouse over the donut chart to view the consumption by each floor as View By selection is floor.

Pie Chart

A pie chart is a chart in which a circle is divided into sectors that each represent a proportion of the whole.

Creating Pie Chart

Procedure

1. From the dashboard page, click Add Visualization.
2. Hover the mouse over the Widget Title until the Edit icon appears. Click the Edit icon and edit the title.
3. Select Custom Chart from the Widget Type dropdown list.

The custom widget options are displayed.

     4. Hover the mouse over the Pie Chart icon and select it.
     5. Select from the following fields to configure the widget.

The following table explains the various fields displayed on the page:

Field Name	Description
Scope	You can select the building for which portfolio data is to be analyzed and monitored. Scope is one building or multiple buildings based on user navigation preference.
Parameter Category	You can select from the parameter category such as Consumption, Cost Index, and Site Intensity.
Parameters	Depending on the parameter category chose, the parameters are displayed. For example, the parameters for Cost Index include Energy Cost Index, Gas Cost Index, and Electricity Cost Index.
View By	You can view the graph by selecting any of these options: - View by Building: If you select two buildings, then the graph is split into two parts and shows selected parameters for Building A and Building B.   - View by Floor: If you select only one building as scope, then the graph is split into multiple parts and shows selected parameters for various floors.   - View by CCU: If you select only one building as scope, then the graph is split into multiple parts depends on the number of CCUs paired in the building. You can see the selected parameters for each CCU level.
Date Range	You can use this option to either retain the date range same as the dashboard or manually select a different date range. You can choose from the following options: Today, Last 3 Days, Last Week, Last Month, Last 6 months, Last Year. If you select the Same as Dashboard option, then the other options are disabled.

    6. Click Save Visualization. Dashboard is refreshed with the latest visualization.

To learn more about other actions possible on the chart, see Additional Features.

Example 

Let us consider an example where you want to plot a pie chart for energy consumption in all buildings.

In this example, three buildings are selected and the total energy cost index is shown. The color codes distinguish the different buildings. Hover the mouse over the pie chart to view the energy cost index by each CCU as View By selection is CCU.

Horizontal Bar Chart

A horizontal bar chart represents the data horizontally. It is a graph whose bars are drawn horizontally. The data categories are shown on the vertical axis and the data values are shown on the horizontal axis.

Creating Horizontal Bar Chart

Procedure

1. From the dashboard page, click Add Visualization.
2. Hover the mouse over the Widget Title until the Edit icon appears. Click the Edit icon and edit the title.
3. Select Custom Chart from the Widget Type dropdown list.

The custom widget options are displayed.

    4. Hover the mouse over the Horizontal Bar Chart icon and select it.
    5. Select from the following fields to configure the widget.

The following table explains the various fields displayed on the page:

Field Name	Description
Scope	You can select the building for which portfolio data is to be analyzed and monitored. Scope is one building or multiple buildings based on user navigation preference.
Parameter Category	You can select from the parameter category such as Consumption, Cost Index, and Site Intensity.
Parameters	Depending on the parameter category chose, the parameters are displayed. For example, the parameters for Cost Index include Energy Cost Index, Gas Cost Index, and Electricity Cost Index.
Group By	You can select the Same as Dashboard option or select from Hourly, Daily, Weekly, or Monthly options.
Date Range	You can use this option to either retain the date range same as the dashboard or manually select a different date range. You can choose from the following options: Today, Last 3 Days, Last Week, Last Month, Last 6 months, Last Year. If you select the Same as Dashboard option, then the other options are disabled.

    6. Click Save Visualization. Dashboard is refreshed with the latest visualization.

To learn more about other actions possible on the chart, see Additional Features.

Example  

Let us consider an example where you want to plot a horizontal bar area chart for energy and electricity consumption for a selected building.

In this example, the horizontal bar shows the daily energy cost index in pink, gas cost index in orange, and electricity cost index in yellow for the selected building. Hover the mouse over the chart to view the daily cost index as Group By selection is daily.

Vertical Bar Chart

 A vertical bar chart represents the data in columns. One axis of the chart shows the specific categories being compared, and the other axis represents a measured value.

Creating Vertical Bar

Procedure

1. From the dashboard page, click Add Visualization.
2. Hover the mouse over the Widget Title until the Edit icon appears. Click the Edit icon and edit the title.
3. Select Custom Chart from the Widget Type dropdown list.

The custom widget options are displayed.
     4. Hover the mouse over the Vertical Bar Chart icon and select it.
     5. Select from the following fields to configure the widget.

The following table explains the various fields displayed on the page:

Field Name	Description
Scope	You can select the building for which portfolio data is to be analyzed and monitored. Scope is one building or multiple buildings based on user navigation preference.
Parameter Category	You can select from the parameter category such as Consumption, Cost Index, and Site Intensity.
Parameters	Depending on the parameter category chose, the parameters are displayed. For example, the parameters for Cost Index include Energy Cost Index, Gas Cost Index, and Electricity Cost Index.
Group By	You can select the Same as Dashboard option or select from Hourly, Daily, Weekly, or Monthly options.
Date Range	You can use this option to either retain the date range same as the dashboard or manually select a different date range. You can choose from the following options: Today, Last 3 Days, Last Week, Last Month, Last 6 months, Last Year. If you select the Same as Dashboard option, then the other options are disabled.

    6. Click Save Visualization. Dashboard is refreshed with the latest visualization.

To learn more about other actions possible on the chart, see Additional Features.

Example 

Let us consider an example where you want to plot a vertical bar chart for energy, gas, and electricity cost index for a selected building.

In this example, the vertical bar shows the energy consumption in pink, gas consumption in orange, electricity consumption is yellow for the selected building. Hover the mouse over the chart to view the daily cost index as Group By selection is daily.

Line + Donut Chart

This is a combination of a line chart and a donut chart.

Creating Line + Donut Chart

Procedure

1. From the dashboard page, click Add Visualization.
2. Hover the mouse over the Widget Title until the Edit icon appears. Click the Edit icon and edit the title.
3. Select Custom Chart from the Widget Type dropdown list.

The custom widget options are displayed.

      4. Hover the mouse over the Line + Donut Chart icon and select it.
      5. Select from the following fields to configure the widget.

The following table explains the various fields displayed on the page:

Field Name	Description
Scope	You can select the building for which portfolio data is to be analyzed and monitored. Scope is one building or multiple buildings based on user navigation preference.
Parameter Category	You can select from the parameter category such as Consumption, Cost Index, and Site Intensity.
Parameters	Depending on the parameter category chose, the parameters are displayed. For example, the parameters for Cost Index include Energy Cost Index, Gas Cost Index, and Electricity Cost Index.
Group By	You can select the Same as Dashboard option or select from Hourly, Daily, Weekly, or Monthly options.
Date Range	You can use this option to either retain the date range same as the dashboard or manually select a different date range. You can choose from the following options: Today, Last 3 Days, Last Week, Last Month, Last 6 months, Last Year. If you select the Same as Dashboard option, then the other options are disabled.

    6. Click Save Visualization. Dashboard is refreshed with the latest visualization.

To learn more about other actions possible on the chart, see Additional Features.

Example 

Let us consider an example where you want to plot a line + donut chart for energy, gas, and electricity cost index for a selected building.

In this example, the donut chart shows the energy cost index in pink, gas cost index in orange, and electricity cost index in yellow for a selected building. Along with the weekly cost index, the total cost index is also displayed. Hover the mouse over the chart to view the daily consumption as shown.

Horizontal + Donut Chart

This is a combination of a horizontal chart and a donut chart.

Creating Horizontal + Donut Chart

Procedure

1. From the dashboard page, click Add Visualization.
2. Hover the mouse over the Widget Title until the Edit icon appears. Click the Edit icon and edit the title.
3. Select Custom Chart from the Widget Type dropdown list.

The custom widget options are displayed.

     4. Hover the mouse over the Horizontal + Donut Chart icon and select it.
     5. Select from the following fields to configure the widget.

The following table explains the various fields displayed on the page:

Field Name	Description
Scope	You can select the building for which portfolio data is to be analyzed and monitored. Scope is one building or multiple buildings based on user navigation preference.
Parameter Category	You can select from the parameter category such as Consumption, Cost Index, and Site Intensity.
Parameters	Depending on the parameter category chose, the parameters are displayed. For example, the parameters for Cost Index include Energy Cost Index, Gas Cost Index, and Electricity Cost Index.
Group By	You can select the Same as Dashboard option or select from Hourly, Daily, Weekly, or Monthly options.
Date Range	You can use this option to either retain the date range same as the dashboard or manually select a different date range. You can choose from the following options: Today, Last 3 Days, Last Week, Last Month, Last 6 months, Last Year. If you select the Same as Dashboard option, then the other options are disabled.

    6. Click Save Visualization. Dashboard is refreshed with the latest visualization.

To learn more about other actions possible on the chart, see Additional Features.

Example 

Let us consider an example where you want to plot a horizontal + donut chart for energy, gas, and electricity cost index of a selected building.

In this example, the donut chart shows the weekly energy cost index in pink, gas cost index in orange, and electricity cost index in green along with total cost index for the selected building. The horizontal chart shows the energy, gas, and electricity cost index for the month selected. Hover the mouse over the chart to view the daily cost index as shown.

Vertical + Donut Chart

This is a combination of a vertical chart and a donut chart.

Creating Vertical + Donut Chart

Procedure

1. From the dashboard page, click Add Visualization.
2. Hover the mouse over the Widget Title until the Edit icon appears. Click the Edit icon and edit the title.
3. Select Custom Chart from the Widget Type dropdown list.

The custom widget options are displayed.

     4. Hover the mouse over the Vertical + Donut Chart  icon and select it.
     5. Select from the following fields to configure the widget.

The following table explains the various fields displayed on the page:

Field Name	Description
Scope	You can select the building for which portfolio data is to be analyzed and monitored. Scope is one building or multiple buildings based on user navigation preference.
Parameter Category	You can select from the parameter category such as Consumption, Cost Index, and Site Intensity.
Parameters	Depending on the parameter category chose, the parameters are displayed. For example, the parameters for Cost Index include Energy Cost Index, Gas Cost Index, and Electricity Cost Index.
Group By	You can select the Same as Dashboard option or select from Hourly, Daily, Weekly, or Monthly options.
Date Range	You can use this option to either retain the date range same as the dashboard or manually select a different date range. You can choose from the following options: Today, Last 3 Days, Last Week, Last Month, Last 6 months, Last Year. If you select the Same as Dashboard option, then the other options are disabled.

    6. Click Save Visualization. Dashboard is refreshed with the latest visualization.

To learn more about other actions possible on the chart, see Additional Features.

 Example

Let us consider an example where you want to plot a vertical + donut chart for energy, gas, and electricity consumption of a selected building.

In this example, the donut chart shows the daily energy consumption in pink and electricity consumption in yellow for a selected building. The vertical chart shows the electricity and energy consumption plotted for the days selected. Hover the mouse over the chart to view the daily consumption as shown.

Heatmap

A heatmap represents data in the form of a map or diagram in which data values are represented as colors.

Creating Heatmap Chart

Procedure

1. From the dashboard page, click Add Visualization.
2. Hover the mouse over the Widget Title until the Edit icon appears. Click the Edit icon and edit the title.
3. Select Custom Chart from the Widget Type dropdown list.

The custom widget options are displayed.

4. Hover the mouse over the Heatmap  icon and select it.
5. Select from the following fields to configure the widget.

The following table explains the various fields displayed on the page:

Field Name	Description
Scope	You can select the building for which portfolio data is to be analyzed and monitored. Scope is one building or multiple buildings based on user navigation preference.
Parameter Category	You can select from the parameter category such as Consumption, Cost Index, and Site Intensity.
Parameters	Depending on the parameter category chose, the parameters are displayed. For example, the parameters for Cost Index include Energy Cost Index, Gas Cost Index, and Electricity Cost Index.
View By	You can view the graph by selecting any of these options: - View by Building: If you select two buildings, then the graph is split into two parts and shows selected parameters for Building A and Building B.   - View by Floor: If you select only one building as scope, then the graph is split into multiple parts and shows selected parameters for various floors.   - View by CCU: If you select only one building as scope, then the graph is split into multiple parts depends on the number of CCUs paired in the building. You can see the selected parameters for each CCU level. - View by Equip: If you select only one building as scope, then the graph is split into multiple parts depends on the number of equipment in the building. You can see the selected parameters by each equipment. - View by Equip Type: If you select only one building as scope, then the graph is split into multiple parts depends on the number of equipment types in the building. You can see the selected parameters by each equipment type.
Group By	You can select the Same as Dashboard option or select from Hourly, Daily, Weekly, or Monthly options.
Date Range	You can use this option to either retain the date range same as the dashboard or manually select a different date range. You can choose from the following options: Today, Last 3 Days, Last Week, Last Month, Last 6 months, Last Year. If you select the Same as Dashboard option, then the other options are disabled.

    6. Click Save Visualization. Dashboard is refreshed with the latest visualization.

To learn more about other actions possible on the chart, see Additional Features.

Example 

Let us consider an example where you want to plot a heatmap chart of electricity consumption for a selected building.

In this example, the heatmap chart shows the daily electricity consumption in shades of pink for a selected building. Hover the mouse over the chart to view the daily electricity consumption as shown.

Editing Visualization

You can edit the visualization you have created.

Procedure

1. Select the visualization you want to edit from the dashboard page.
2. Hover the mouse on the selected visualization until the Setting icon appears.
3. Click the Setting icon and select Edit in Builder.

The Widget page appears.

4. Edit the widget.
5. Click Update Existing Visualization to overwrite the changes in the existing visualization or click Create as New Visualization if you want to save as a new visualization.

The updated visualization appears on the dashboard page.

Moving Visualization

You can move the visualization you have created from one dashboard to another.

Procedure

1. Select the visualization you want to move from the dashboard page.
2. Hover the mouse on the visualization until the Setting icon appears.
3. Click the Setting icon and select Move Visualization To.
4. Select the dashboard you want to move the visualization to.

The visualization is moved to the selected dashboard instance.

Copying Visualization

You can copy the visualization you have created to another dashboard.

Procedure

1. Select the visualization you want to edit from the dashboard page.
2. Hover the mouse on the visualization until the Setting icon appears.
3. Click the Setting icon and select Copy Visualization To.
4. Select the dashboard you want to copy the visualization to.

The visualization is copied to the selected dashboard instance.

Exporting & Downloading Visualization

You can export the visualization you have created at system level and zone level. At the system level, you can select all the widgets in one go from the dashboard home page of Portfolio Analytics page or individually at the Site Analytics page and export them to the desired format or web page. At the zone level, you can select only one widget and export them to the desired format or web page.

Procedure 

System Level

1. On the Dashboard home page, select the visualization(s) you want to edit and click Export on the top right-hand-side of the Dashboard page.
   
2. Select the file type in which you want to export the visualization.
3. Click Download to save the file on your system.
4. If you want to export the visualization as a Webpage, then click Share as Webpage.
   
   

5. The selected visualizations are exported and shared, linked, or embedded as Webpages.

Zone Level

1. Select the visualization you want to export and click the Settingsicon
2. Click Export.
   The Export page appears.
   
   
3. Select the file type in which you want to export the visualization.
4. Click Download to save the file on your system.
5. If you want to export the visualization as a Webpage, then click Share as Webpage.
   
   

6. The selected visualizations are exported and shared, linked, or embedded as Webpages.

Deleting Visualization

You can edit the visualization you have created.

Procedure

1. Select the visualization you want to edit from the dashboard page.
2. Hover the mouse on the visualization until the Setting  icon appears.
3. Click the Setting icon and select Delete.

A confirmation message that the visualization is deleted appears.

Additional Features

The following additional features can be found on the visualizations on the Dashboard page:

Action	Description
Mouse Hover	You can hover the mouse over any visualization to view the data as shown.
Drag and Drop/Reorder	You can drag and drop/reorder the visualizations on the Dashboard page. Hover the mouse over the visualization you want to move until you see the Drag and Drop/Reorder  icon and the shape of the cursor changes. Pressing the mouse, you can drag and drop the visualization around the page.
Resize	Hover the mouse to the bottom right of the visualization until you see the mouse change to . Now use the mouse to resize the visualization.