Getting Started

a) Analytics – An Introduction

From effective energy management to improving inefficiencies, analytics helps the facility manager to monitor pertinent details of the entire facility. It provides the Facility Manager with focused information about energy, water, equipment usage, etc. and allows them to measure, compare and contrast it with historical data, view trendlines and predict trends that are bound to develop and thereby allowing them to make better business decisions.

b) How to access Analytics?

Analytics can be accessed from Facilio’s home page by clicking on the vertical row of icons given on the left. Click on the Reports link given in the header to access the reports that are currently generated for the facility.

c) Analytics at a glance

Facilio has an exclusive analytics dashboard that provides focused information about energy consumption across the facilities.

In this dashboard, energy consumption by buildings, cost and overall readings across different periods of time can be measured and compared with historical data. The dashboard has two main tabs – Analytics and Reports.

In Analytics, different types of reports and analyses can be generated for any asset in relation to space, period and time. From energy generated to power consumption reports, a huge array of information can be analyzed allowing you to make critical decisions regarding energy consumption and spend.

In Reports, an exhausting list of reports can be found for assets by category of the asset, building/space, portfolio, performance, etc. Reports can be categorized under folders and added as widgets to the dashboard.

d) Analytics for portfolio

Analytics for portfolio allows you to analyze, compare and contrast different parameters of readings pertaining to energy, power and water consumption. Here, each of the readings can be compared with historical data or across different sites to make informed decisions and to attain sustainability goals.

To generate an analytics report for portfolio & building –

  • Click on the Add Points button. Select the parameter and specific data points within the same that you wish to analyze. 
  • Next, select the dimension Site/Building/Time/Asset/Reading.
  • Next, select the baseline for the analysis and compare the readings with a past time period (Previous day/week/month/year). 

Note: Click here to know how to add Baseline data.

  • You can also add filters and analyze the readings minutely.

e) Analytics for Building

Analytics for building allows you to create a specialized report using multiple parameters such as Assets, Spaces, Weather and EnPl.

Assets: Using the Assets parameter, you can compare and contrast data readings pertaining to energy, power, energy readings for various assets and present the data according to different modes to understand the same.

For example, you can see the energy reading for a particular energy meter or check out the temperature of the water that is ejected from a chiller and compare the same with readings from the previous day/month/quarter/year, etc.

Space: Here all types of data in relation to a particular space within a site/building can be analyzed and filtered. For example, you can analyze the energy or water bill reading for the building and compare the same with readings from the previous day/month/quarter/year, etc.

Weather: Different variants of weather data can be compared and contrasted here, right from daily temperature to precipitation. 

EnPI (Energy Performance Indicator): Here overall energy consumption across different sites in relation to space and assets can be analyzed. 

To generate an analytics report for a building –

  • Click on the Add Points button. Select the parameter and specific data points within the same that you wish to analyze. 
  • Next, select the dimension Time/Asset/Reading/Floor/Space/Time Duration etc. Depending on the dimension that is selected, other options to optimize the report will appear.

Note: When you select other options in the Dimension, such as Reading, you will be able to add Readings from Space, Weather or EnPl to compare and contrast the data. For example, if you are comparing the energy consumption data for a building then it can be contrasted with the weather conditions which will add more depth and perspective to the report. Whatever dimension is selected, you will be able to select details that will make the report more meaningful and useful. 

  • Based on the dimension that you select you will be able to select the baseline for the same, enabling you to compare and contrast data across varying periods of time. 
  • You can also add user filters which will enable you to view data for a few selected attributes. For example, if you have selected Assets as your dimension, you can filter the chart results to select all assets (in a particular category) or click on edit to add specific criteria for the assets that are selected. 
  • You can also add Trendlines to your report to view and analyze the uptrend or downtrend of values. Click here to know more about trendlines.

Note: In Analytics for Building, generating custom reports with multiple data points from Assets, Space, Weather, and EnPl is possible.

f) Heatmap

Heatmap analytics helps to analyze large amounts of data using an easy-to-understand color-coded system. In Facilio, Heatmap analytics can be used to understand the energy consumption of various assets across different buildings and their overall performance over different periods of time.

In Analytics, you can create Heatmap analysis for Assets, Space, Weather and EnPl

  • Head to Analytics > Heatmap in Analytics module.
  • Select a Reading (Assets, Space, Weather & EnPl) and choose a specific parameter within.
  • Select an Aggregation parameter (Sum, Average, Minimum or Maximum)
  • Next, select the Time Period that needs to be analyzed.
  • There are many ways a heatmap chart can be used in a facility. For example, you can check out overall energy/water consumption in a facility and investigate the reasons behind a spike. 
  •  You can click on the block that you wish to investigate and view the readings and data given for the same.
  • The timestamp report when the spike in energy consumption occurred will open, allowing you to investigate the event.

g) Regression

Energy regression analytics helps you to compare energy outputs and power consumption across different spaces and assets. These comparison reports will help you draw a predictive analysis of energy consumption and allow you to rein in unnecessary energy spends and replace faulty assets.

To generate regression charts –

  1. Head to Analytics Dashboard and click on the Analytics link in the header.
  2. In Analytics, click on the tab Regression.
  3. Here you can add different parameters, attributes and fields to generate regression analysis. Two types of regression analysis can be generated in Facilio – Simple Linear Regression and Multi-Linear Regression.
  4. Simple Linear Regression: This type of chart can be used to show or predict an outcome based on two factors.
  5. Multi-Linear Regression: As the name suggests, a multi-linear regression chart uses multiple variable factors to predict an outcome.
  6. To build a regression chart, you will need to select three parameters – Dependent Variable, Independent Variable and the Time Period.
  7. Dependent Variable is a parameter/variable whose value depends on another and can be analyzed in relation to other readings. Most often in a chart, this variable will be depicted as the Y-axis.
  8. Independent Variable is a parameter whose value doesn’t depend on another and it is depicted in the chart as X-axis.
  9. For example, if you wish to check the run status of a chiller or a cooling tower in relation to daily temperature/humidity, you can select the required parameters and then select the time period that you wish to segregate the data into – monthly/weekly/hourly, etc.
  10. Once the data is selected, the chart will be automatically generated. You can save the charts as ENPI report if you wish to check them out periodically.

i) Adding EnPl through Regression Chart

You can also add new Energy Performance Indicators through Regression Analytics. After generating the chart, you can save the report for future reference. If the requisite EnPl that has been analyzed in the chart is a parameter that could be studied periodically for other assets, you can go ahead and save the EnPl.

  • Once the chart is generated, you will find the button Create EnPl button on top right.
  • Next define the EnPl definition by providing a name, description, select space/type, frequency, and unit.
  • Use the formula builder to add a formula. Configure the safety limit to define the parameters and the subsequent actions that need to be taken if the parameters are over the safety limit. (Note: Here you can also configure protocols to raise alarm automatically).
  • Next, select the severity of the alarm (major/minor/high/low/critical, etc.).

h) Customizing Analytics

Extensive customization can be undertaken for every aspect of analytics to tweak and tailor the data as required and to view information that makes most sense to facility managers.

Adding Filters

Filters can be added to Portfolio and Building analytics. Filters help tweak the data so that you get to view the exact information that you wish to see and understand. 

Here is how you can use the filter –

    • For example, if you wish to see supply air temperature for FAHU (Fresh Air Handling Unit) for your facility/building, click on Add Points and data or select a particular FAHU asset to analyze its data. 
    • Next, you can select the Dimension (Note: Depending on the type of analytics – building/portfolio you can select a different type of dimensions) Let’s say we wish to select site/building/space to check temperature data.
    • You can sort the order of display of data and also limit the numbers that you wish to view.
  • Next, you can add filters. Different categories of filters can be added to make your report sleek and meaningful. For example, if you are looking at the water consumption for an entire site, you could narrow it down to statistics belonging to one building or select a particular asset. 
  • You can use the Live Filter option for further customization here. Live Filter option will provide the user (maintenance personnel/facility manager/supervisor) with an option to select from a list of buildings/assets/sites. Live Filter option also helps to avoid creating multiple analyses/reports for the different sites/buildings/assets. By giving a dropdown option at the report, the same parameters and filters can be applied to different reports and viewed.
  • Lastly, you can select what type of live filter data you wish to display in the report. The single select box allows you to view one live filter data at one time while the Multi-select box displays all the data in the same report.

Using User Filters

The User Filters option is an exclusive option present in the building analytics that allows you to select parameters and multiple criteria to tweak your report to generate charts that are specific to the point and meaningful.

  • Click on Add Points to select the Building. Next, select the Asset and the reading that you require.
  • Select the Dimension as required and the corresponding options that are displayed after selecting the dimension.
  • User Filters allows you to select more options based on the type, category and other parameters that define the asset. (Note: Options to view data for a specific asset are available here.)
  • Multiple criteria can be added to the user filters to make your report as sleek as possible.

Adding Formulas

You can add specific formulas to the graph to compute specific information about requisite metrics. Note, formulas can be added only to charts generated for Portfolio or the Building.

For example, if you wish to see a consolidated power consumption for certain assets you can add a simple addition formula by assigning values to two data sets and view the computed data in the chart. 

To add a formula to the chart –

  • Click on the formula icon given next to Add Points.
  • Provide a name for the derivation that you wish to analyze and a description for the same.
  • To compute using a formula you will need a minimum of two data points. They will be assigned the values of A, B, C (depending on how many data points are being used).
  • Next, enter the expression – the formula that you wish to calculate and provide the unit for the answer that you are computing.
  • Once you click on Save the computed data will be displayed in the chart.
  • To add advanced formulas, in the derivation window, click on the formula icon. Here you will find a list of built-in functions and you can mouse over the handy tip icon to see what each formula can be used for. 

Analyzing Multiple Data Points

You can analyze multiple data points within a chart and easily understand the relationship between two data sets. This feature is extremely useful for data points that are interrelated or have a cause and effect relation with each other. For example, a chart that analyzes the energy consumption in a particular building or site is a useful data on its own, but it doesn’t give you the answers as to why the energy consumption is so high. But if you were to see the same data along with the humidity or day temperature over the period when the energy consumption has been high, this chart becomes more meaningful.

Multiple data points can be added in both Portfolio and Building Analytics report –

Portfolio Analytics

In the portfolio, you can select the overall data points for the entire facility. Here you can select multiple data points (as required) to be represented in the chart. As portfolio data show a broader picture of the facility you will be able to spot anomalous readings and data patterns easily. Once you spot it, you can move over to Buildings analytics to investigate the same.

Building Analytics

Within building four different types of data points can be selected and can be compared in relation to each other – Assets, Space, Weather, Enpl, etc. For example, you could compare water consumption, water bill reading and the degree days for a particular year/quarter in one chart and understand how each data point affects the other.

 Adding Baseline

Baseline in analytics helps compare the present reading with a default reading from the past (year/month/week/day). This helps the facility manager to study, compare and contrast various parameters (temperature, humidity, energy output, energy consumption, etc.)  in relation to space or an asset.

To add a baseline –

  • Head to Settings > Energy Analytics > Baseline
  • Here a list of existing baseline parameters that have been configured will be displayed. Information about the space and date range for which the baseline has been configured will be displayed here.
  • Click on Add Baseline button. Provide a name for the baseline. Select a space to map the baseline reading to.
  • Select a date range/period for the baseline from the calendar. Apart from the default data ranges you can also define specific periods of time and map it to a particular space.
  • Once the new baseline is added, you can create a portfolio/building report by selecting it from the baseline options in analytics.

Adding EnPI

Energy Performance Indicator (EnPI) is used as a regression tool to track performance improvements, energy savings, etc. within a facility. In Facilio, you can configure a new EnPI definition and use the same to generate detailed reports that can analyze pertinent data in relation to cost savings, energy savings, asset performance, etc.

A new EnPI definition can be added through Settings and also through Regression charts

  • Head to Settings > Energy Analytics > EnPI
  • Existing EnPI definitions are listed on the page. Click on Add EnPI to configure a new indicator.
  • Provide a name for the EnPI and a description.
  • Next select Space/Asset where the definition needs to be configured. 
  • Different assets can have different types of EnPI definitions. Facilio allows you to build your own formula using variables of your own.
  • You can also define your own safe limit for the definition and configure actions such as raising alarms – whenever the EnPI readings hit a certain threshold.

i) Explore & Visualize Data

Facilio’s Analytics module provides you with a huge gamut of options to refine and present data charts in the best possible manner that would enable easy understanding and comprehension.

 i) Chart Customization

Facilio allows extensive customization of the chart. Here are a few things that you can do here –

Change Period

On top of the chart, the period for which the report has been generated will be available. A list of varying time periods will be available here and you can select an option that suits requirements.

Changing Chart Type

You can select the best way to represent your data by changing the chart type. On the top right of each chart a miniature icon of the present chart type will be given. You can click on this to open a drop-down list of chart types. Depending on the chart that you have generated, the system will provide suggestions that would best suit the same.

Customize the Chart

The chart can be customized in many ways and various parameters and components can be personalized.

The Settings icon present on top right-side can be used to customize the chart components – Data Points, Axis, Legend, Style & Safe Limit.

Data Points

  • You can move data points to be represented sequentially, alphabetically or in progression, as required.
  • You can also make a particular data point invisible in the report if required by clicking on the eye icon given beside each data point.
  • Click on the formula icon to change the aggregation of the data for a data point. It can be aggregated according to min/max/sum/average etc.
  • The toggle button to change the axis of the data point from Y1/Y2 is also available here.
  • Option to change the color of the data point is also available. Click on the color box to select a specific shade for each data point.
  • Click on the Vertical Ellipse icon to remove or add a new data point.

Axis

Here you can do the following – 

  • Change labels
  • Change the axis of the chart and switch between X and Y-Axis.
  • Rotate the axis
  • Change the tick direction – horizontal/vertical/slanting etc.
  • You can also configure Y-minimum and Y- maximum range according to the type of data points selected. 
  • Configure ticks count and the decimal range.

Legend

  • You can opt to show the legend if required.
  • The position (bottom/top/right) of the legend can be determined depending on the type of chart selected.
  • Option to show/hide widget legend is also available here.

Style

Here you can –

  • Make the value of each data appear in the chart by selecting data labels. 
  • Select points to provide a range for the data points. This will provide the viewer with a tentative understanding of how high or low the data point is.
  • Add gridlines for X and Y-axis.
  • Align the tooltip in descending or ascending order.
  • If the chart is a pie or a donut you can configure each slice to display percentage/actual value. Provide a primary and secondary text in the center.
  • If the chart is a stacked bar or area it can arranged in ascending or descending order.
  • For Area charts, the following options can be selected – Linear Gradient/Above.
  • For Bar charts, the radius and padding can also be configured.

Safe Limit

A safe limit is a metric that is vital in a facility management environment. In a facility, high-value assets control every aspect of your life and each component of these assets will have a safe limit.  When the readings go beyond the safe limit, anomalies, irregularities surface which might even signal an impending breakdown. By enabling this feature in the chart, you can view the number of times the readings have gone beyond the safe limit.

ii) Multi-Chart Mode

Multi-chart mode be used in charts that have multiple data points. When analyzing one particular data in question, you can view it separately without confusing it with other data that are displayed in the chart. To enable multi-chart mode – 

  • After generating the chart click on the Report Settings icon given in the top right.
  • Select the Mode as Multiple to view the data points separately. To switch back to default, you can select Single.

iii) Table Mode

You can also generate simple tabular reports in Facilio. A table with data and values will be generated allowing you to view the records in its simplest form. To change to this mode, click on the ‘Change Chart Type’ icon given atop each chart that is generated. The icon for this will be a miniature of the current chart –

  • Click on the Change Chart Type icon. A drop-down of possible options that can be used for the chart will be listed.
  • Scroll until the end of the list and click on Table.
  • Only the table of data will be then visible.

iv) Viewing Alarm Insights in a Chart

You can also view alarms that are generated for a particular asset in the chart. This feature adds perspective and depth to a report allowing you to analyze the data with more insights.  For example, if you are analyzing data for a Chiller or a Primary Pump about their run status, it would make more sense to view the alarms generated for the same. 

Here is how you do it –

  • In Analytics (Portfolio or Building), after generating the report for an asset, click on the report setting icon given in the top right.
  • A drop down will open with multiple options. Select Show for Alarm option. If alarms are generated for that particular asset during the time period selected, it will be shown as a colored band on the top.
  • You can also mouse over the colored band to see details about the alarm – timestamp, category of the alarm (major/minor/critical), description of what actually went wrong. 

v) Adding Trendlines

Trendlines provides additional information and patterns about data that you wish to analyze. You can also add Trendlines to your report to view and analyze the uptrend or downtrend of values. 

Trendlines can be added in Building Analytics –

    • Click on the Enable option given next to Trendline
    • Select the type of trendline you wish to generate – Linear/Polynomial
    • Linear Trendline: ‘Linear’ as the word implies is a straight line, therefore this type of trendline shows whether a particular pattern/trend is increasing or decreasing at a steady rate.
    • Polynomial Trendline: This type of trendline can be used for data that fluctuates. Useful to analyze gains and loss in a large data set, you can see the fluctuations in the data through the beds that are depicted in the curve. 
    • Choose the decimal value that you wish to represent in the chart
    • You can also select Rto display the statistical measure. The value of R2 shows how close the data is to the regression line. 

Note: Regression lines are useful features that are used in forecasting modules. Regression lines describe the interrelation between a dependent variable (Y) with one or many independent variables (X). For example, if we measure a child every year, you will note that they grow three inches. When represented as a chart, you will note that the regression line for this data would be a straight line wherein we can easily predict the future trendline.

j) Generating Reports & Dashboards from Analytics

In the Reports section of Analytics, you can meticulously store reports under pertinent folders, add reports to dashboard, duplicate, edit or delete them.

Adding Reports to Dashboard

A report can be added to any dashboard in Facilio as a widget. Here is how you do it –

  • Head to Analytics dashboard and click on Reports in the top header.
  • Select the Report from the listed view given in the left. The report will be displayed in the center.
  • Mouse-over the name of the report on the top and icons to edit, delete, duplicate and add to dashboard will become visible.
  • Select an existing dashboard where the report needs to be displayed or add a new dashboard name.
  • Provide a simple title for the widget and select the widget size.

k) Exporting data as PDF/Excel

To export data as PDF/Excel click on the export icon given in the top right heading.

l) How to schedule a report?

Reports can be scheduled to be generated and delivered on a specific date or period of time. Click here to learn more.

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