Using ratios

In this article we are going to learn how are ratios used in the platform. 

Contents of this article:

• Introduction
• Available ratios
• Requirements
• Settings
• Use: What are they used for?
• Tips and tricks

Introduction

Ratios are used for analyzing consumption in a detailed way. The platform offers the possibility of creating different types of ratios that can adapt to your portfolio needs. 

Available ratios

The platform offers 2 types of ratios: 

Basic ratios

• Area
• Daily average temperature
• Heating degree day
• Cooling degrees days
• Occupancy
• Production

Learn how to configure them here.

Personalized ratios

• Ratio by parameter. For example, rooms in use on a hotel
• Constant ratio.  For example,  all the rooms on the hotel.
• Ratio by date range. For example, people who works in a company. This could variate in a period.

Learn how to configure them here.  

Requirements

• Having a Location or sublocation configured. 
• Have assigned devices to their corresponding location.  
• To have fulfilled the information fields of Surface and Degree days of the location.

Settings

In order to configure a ratio, go to Settings -> Locations -> Ratios.

Configure the basic ratios

The platform has defined basic ratios as default. 

Area and Degree days

These ratios are automatically calculated by the platform. The ratio's information can be edited from the location information. 

Daily average temperature

To define this ratio you must choose the device, that contains that information, if you have it available, by clicking on edit.

Occupation and Production 

Import Occupancy and Production data

1. Go to Settings > Gateways > click on "Register new gateway > and create a new virtual Gateway under your account. You can find more information on how to create it here.
2. Edit your new gateway > click on "Insert EXCEL" tab and then > "New data import". Here you can find the "template.xls" you will have to use to upload data to the EMS Platform. 

3. Now it's time to fill the Excel file with the Occupancy or Production data. 
   • Device: here you will have to introduce the ID of your devices. In the case you have created a new gateway and you don't have any device yet, just introduce an identifier number such as 1 or 2. 
   • Parameter: as a parameter you have to indicate which type of data are you importing (occupancy or production) and the corresponding frequency. Imagine you want to import monthly occupancy, so you have to introduce the number 12141 (4 as a monthly frequency and 1 as a discrete value). In the case you want to introduce the monthly production data, you have to write the number 13141 ((4 as a monthly frequency and 1 as a discrete value). For more information about parameter IDs, have a look on the following table
   • Date: Introduce the Date following the DD/MM/YYYY hh:mm:ss format​​
4. Click on "Select File" and the import your data. Once the file is processed, it will appear the message that you have devices pending to accept. Accept them and assign to the corresponding location. 

Define the Occupancy and Production Ratio

Once we have all the occupancy or production data, it's time to assign them as a Ratio or KPI in order to normalize our data. 

1. Go to Settings > Locations > and edit the location you want to define the new ratio
2. Click on Ratio tab. Here you can define the basic ratios (surface, daily average temperature, Degree days, occupancy, production, ...) or define new ratios. 
3. Edit the Occupancy or Production ratio and select the device associated to this ratio

Add a new ratio

If you want to add a ratio, just click on "New Ratio". Here, we will choose between the three type of ratios.

Once you have configured ratios for your location, it's time to use it! 

Use: What are they used for?

You can normalize energy or water consumption in "Analysis" screen. The EMS Platform will show you ratio-buttons depending on your available data.

To calculate EnPi's or KPI's simply click on ratio-buttons to divide your consumption by them. You can activate more than one if you desire. 

Example: If we would like to benchmark weekly consumption for 4 retail stores normalized by surface and degree days, we will have to click both three ratio buttons, as it is shown in image below.

In the following image, you can see that you can choose several ratio which you have configured. In this case, we show only three, but there are so many.


 
Each ratio has an specific icon:

Surface	Heating Degree Day (HDD)	Cooling Degree Day (CDD)	Daily average temperature	Occupancy	Production	Custom ratio

Tips and tricks

What can I do if a ratio isn't displayed on the Analysis screen?

If you don't see the ratios on an analysis screen it is probably because you are not placed at the correct hierarchy level. Ratios are defined at a location/sublocation level and will be applied to the devices linked to that location/sublocations. Ratios need to be defined at the correct level, and will apply when visualising charts at the correct level.

In case you are using a custom ratio in the consumption screen, if despite being located in the correct hierarchical level you still do not see it in the graph, you should press the "Refresh" button to refresh the graph view.