Energy Toolkit
How to guide
Dashboard
Helping our customers.
We’re on it.
Contents
1 Introduction
2 Selecting the site
3 Basic usage
4 Configuring the Dashboard pages
4.1 Using general settings
4.1.1 Cache
4.1.2 Restore default values
4.1.3 Automatic transition
4.1.4 Delay
4.2 Page settings
4.3 Adding and editing pages
4.3.1 Page name
4.3.2 Template
4.3.3 Order
4.3.4 Active
4.3.5 Panels
4.3.6 Colour
4.3.7 Icon
5 Dashboard panels
5.1 Editing and creating panels
6 Panel types and usage
6.1 Welcome panel
6.2 Weather panel
6.3 Tips panel
6.4 Twitter panel
6.5 Chart panel
6.6 Stacked chart panel
6.7 Summary panel
6.8 League table
6.9 Target reduction panel
6.10 Text panel
7 Advanced tag list
7.1 Electricity tags
8 Glossary
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1
Introduction
The Dashboard gives you quick, easy access to key aspects of your energy usage. You can configure it to show the elements you
want, in a layout that suits your needs. The following elements can be displayed:
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Current consumption
Historic consumption
Targeted energy usage
Weather feed
Usage conversions
Twitter feed
League tables
You can also set the Dashboard to automatically cycle between this information in an unattended mode (eg for display
purposes).
2 Selecting the site
To access the Dashboard log on to Toolkit and select the ‘Dashboard’ link:
Next, select a site under your portfolio. Navigate to the site you wish to view and press ‘Select’:
To return to the main reporting suite click the E.ON logo at the top left of the page.
Once you’ve logged in, you can change the site selection or logout by selecting the relevant option in the top right of the page:
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3 Basic usage
When you’ve selected your site, all the data beneath the site or business unit will be loaded into the Dashboard. The
Dashboard will automatically show a range of pages and panels and you can either choose the default display (described
below) or customise your display (see section four).
Once selected, a banner at the top of the screen shows the current time, date and weather information.
The default display has the following setup:
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Home page
Welcome text panel
Weather panel
Site target reduction panel
Energy tip panel
Twitter feed panel
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Live page
Twitter feed panel
Daily electricity consumption bar chart
Daily gas consumption bar chart
Energy tip panels
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Electricity page
Annual (year to date) consumption bar chart
Monthly consumption comparison bar chart
Weekly consumption comparison bar chart
Daily consumption comparison pie chart
Yearly summary
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Gas page
Annual (year to date) consumption bar chart
Monthly consumption bar comparison bar chart
Weekly consumption comparison chart
Daily consumption comparison pie chart
Yearly summary
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Conversion page
Electricity Annual kg CO2
Gas Annual kg CO2
Electricity Annual Cost (£)
Gas annual cost (£)
Energy tip panels
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You can view the pages by selecting the play button to enable automatic scrolling:
Alternatively, use the relevant page tab at the bottom of the Dashboard.
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Configuring the Dashboard pages
You can also configure the Dashboard to suit your own needs. The configuration is held at company level so one configuration
is saved and then applied to all sites.
To access the configuration pages the first step is to first modify the URL in the browser so that it reads as follows:
https://energytoolkit.eonenergy.com/SMART.DASH/?AllowConfig=1
A cog icon will appear on the far right of the banner at the top of the Dashboard:
Click and you’ll be presented with three more tabs in the banner; General, Pages and Panels:
Any setting that you alter and save within these menus are will then be applied to any sites under your main top level
company.
4.1
Using general settings
The general setting page lets you specify different options for your Dashboard. Once you’ve made the changes you want click
‘Save and Exit’ at the bottom right:
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4.1.1
Cache
Selecting this clears the data from the application and forces it to reload from the server.
4.1.2
Restore default values
Sets the Dashboard back to the default pages and panels. When you do this you’ll also lose any customer panels you’ve
created.
4.1.3
Automatic transition
This is the option to enable or disable automatic page cycling.
4.1.4.
Delay
This sets the time in seconds that each page is displayed for in automatic cycle mode.
4.2
Page settings
A list of existing Dashboard pages can be seen in this section. You can ‘edit’, ‘delete’ and’ create’ new pages for display on the
Dashboard:
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4.3
Adding and editing pages
Existing pages can be edited as described below. In addition new pages can be created and displayed or added to the
automatic cycle. The options for editing a page or for adding a page are the same:
4.3.1
Page name
With this option you can add or amend the page name which is displayed along the bottom of the Dashboard
4.3.2
Template
Use this to select the quantity and layout of the panels. There’s a minimum of one panel (centre) for each page. You can
remove the outer columns by putting a zero in them.
4.3.3
Order
This is the page number when the Dashboard is in cycle mode. Please ensure that order numbers are not duplicated and that
each page is given its own order number.
4.3.4
Active
This lets you toggle the page to be displayed in the page cycle on or off without deleting it.
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4.3.5
Panels
With this you can select the panel(s) to appear in the template and choose from either the preconfigured panels or the ones
you’ve created (see section four).
4.3.6
Colour
This lets you select a primary and secondary colour for the tabs in the footer navigation.
4.3.7
Icon
This option lets you select an icon to appear in the tab for the footer navigation.
5 Dashboard panels
Energy Toolkit comes with default panels, but also gives you the option to create your own. The default panels can also all be
tailored to your own requirements.
5.1 Editing and creating panels
To add a new panel click the ‘+ Add New Panel’ link in the top right of the screen. To edit an existing panel click ‘edit’ next to
the panel. Default panels cannot be deleted:
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6 Panel types and usage
There are ten panel types that you can configure. Four of these are default panels that can be edited and six are completely
customisable:
Default
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Welcome panel
Weather panel
Tips panel
Twitter panel
Creatable
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Chart panel
Stacked chart panel
Summary panel
League table
Target reduction panel
Text panel
Each panel can have a title, icon and colour specified for the header area of the panel and can be placed on any page and
used as frequently as required.
6.1 Welcome panel
The welcome panel displays text over an icon.
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The title of the panel
The colour of the panel background
Header text for the panel shown in bold
Text you can enter to be displayed in the welcome panel
The icon chosen is displayed as the background for the welcome panel
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6.2 Weather panel
The weather panel allows for local or fixed weather to be displayed.
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The title of the panel
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The colour of the panel background
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The icon to be displayed in the title bar of the panel
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Select a valid postcode to lock the weather to a location
5Toggle between browser-based location or fixed – if fixed location is not selected browser based location
will take precedence
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6.3 Tips panel
The tips panel can be used to add, edit or remove tips from the system. Title, text, colour and an icon can be specified for each
tip. The system can store as may tips as required. When placed on a page, the tips panel shows a random tip each time the
page loads. If multiple tips panels are added on one page, the same tip will not be displayed.
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The title of the panel
The name or title of the individual tip
The text to display relating to the tip
The colour of the panel displaying the tip
The icon in the tip panel
Click this button once all relevant items have been selected to add the tip to the pre-set list
Allows you to edit an existing tip by modifying the title and text as per point 2 and 3 above. The colour and icon
cannot be edited.
Click this to delete a tip
6.4 Twitter panel
Displays tweets from a pre-set Twitter feed. The feed cannot be edited and is currently under development.
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6.5 Chart panel
The chart panel allows for a custom chart to be created for the data types held in the system.
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The unique name for the panel – used to identify it in the panel list but not displayed
The title of the panel
The colour of the panel
The icon displayed in the panel top bar
The name shown at the top of the chart
You can select one of three chart types column, line or pie for the current and previous data series
You can select the colour of the current and previous series
The data to be shown in the report as indicated by the tag selected (electricity or gas)
Some tags have more than one unit to select.
Choose the aggregation to apply to the data
Select to show the information by a given breakdown eg this year by month
Allows you to select the comparison period offset. For example if you picked this month, by day, in step 11 you could
offset this by one year to get the same month last year as the comparison
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6.6 Stacked chart panel
The stacked chart allows for a stack bar chart to be produced using tags of the same data type.
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The unique name for the panel – used to identify it in the panel list but not displayed
The title of the panel
The colour of the panel
The icon displayed in the panel top bar
The name shown at the top of the chart
You can select one of three chart types - column, line or pie - for the current and previous data series
Some tags have more than one unit to select.
Choose the aggregation to apply to the data
Select to show the information by a given breakdown eg this year by month
Allows you to select the comparison period offset. For example if you picked this month, by day, in step 11 you could
offset this by one year to get the same month last year as the comparison
The user can give the selected tag a meaningful name eg day units , night units
The stacked reports allows more detailed information to be represented and stacked against each other, so use of
the advanced tags (see section 6) is recommended. The same data type is used for each tag eg kWh, kVA
Select the colour of the newly created data item
Click this to add the new tag to the list
This list shows the tags in the stack chart, their colour and the data item they represent
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6.7 Summary panel
The summary panel shows a yearly summary of data for the requested tag, compared against the same
period of the previous year
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The unique name for the panel – used to identify it in the panel list but not displayed
The title of the panel
The colour of the panel
The icon displayed in the panel top bar
You can enter a target percentage to indicate if the current period is on target or not
The data to be shown in the report as indicated by the tag selected (electricity or gas)
Some tags have more than one unit to select
Usually needs setting to ‘No’ – indicates if the data is used for generating rather than consuming
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6.8 League table
The league table lets you set up sites or companies to be compared and ranked against each other, based on the selected
data items.
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The unique name for the panel – used to identify it in the panel list but not displayed
The title of the panel
The colour of the panel
The icon displayed in the panel top bar
The name of the Key Performance Indicator (KPI) that the league table represents
The unit type of the KPI
The data to be shown in the report as indicated by the tag selected (electricity or gas)
Some tags have more than one unit to select.
Choose the aggregation to apply to the data
Select to show the information by a given breakdown e.g. this year by month
Allows you to select the comparison period offset. For example if you picked this month by day in step 10 you could
offset this by one year to get the same month last year as the comparison
You can navigate to the company or sites they wish to add to the league table. Once on the correct company or site
click select to add. Repeat as many times as required
Since the KPI is likely to be derived from the data in most cases, enter zero into ‘Last period KPI value’ and ‘This period KPI value’
Select the data items that you wish to display, since the KPI is not used do not select this.
You can select which item to order by and whether it’s ascending or descending
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6.9 Target reduction panel
The target reduction panel displays a dial chart showing the target and actual reduction consumption as a percentage.
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The unique name for the panel – used to identify it in the panel list but not displayed
The title of the panel
The colour of the panel
The icon displayed in the panel top bar
The user can enter a target percentage to indicate if the current period is on target or not
The data to be shown in the report as indicated by the tag selected (gas or electricity)
Some tags have more than one unit to select
Usually needs setting to ‘No’ – indicates if the data is used for generating rather than consuming
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6.10 Text panel
The text panel allows the user to create a panel with a title and a text area to be placed on the Dashboard
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The unique name for the panel – used to identify it in the panel list but not displayed
The title of the panel
The colour of the panel
The icon displayed in the panel top bar
The display name for the text panel
The text to be displayed
7 Advanced tag list
There are two main tags in the system that give access to electricity and gas information on the Dashboard – Resource.
Electricity and Resource.Gas. In addition to these there are other specific tags that relate to elements of either electricity data
only. The primary use for these items is in the stacked chart. The following tables give the tag, description and unit for use in
the Dashboard.
7.1 Electricity tags
TAG
DESCRIPTION
UNIT
ReadingType.Electricity.Meter.Night
kWh night units
kWh
ReadingType.Electricity.Meter.Day
kWh day units
kWh
ReadingType.Electricity.Meter.Daily.
PowerFactor
Power factor stored daily
PF
ReadingType.Electricity.Meter.Daily.
LoadFactor
Load factor stored daily
LF
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8 Glossary
AMR
Automatic Meter Reading
ASC
Agreed Supply Capacity
CF
Capacity Factor
CO2
Carbon dioxide
CV
Calorific Value
Day
kWh (AI) consumption for 07:00 to 00:00
ECR
End Corrected Reading
EMR
End Meter Reading
GBP
£p – conversion from kWh
kGCO2
Carbon – conversion from kWh (AI)
kV
Kilovolt
kVA
Kilovolt Amperes – use for maximum demand reporting
kVah
Kilovolt Amperes hour
kVArh (RE)
Reactive power (reactive export)
kVArh (RI)
Reactive power (reactive import)
kW
Kilowatt – use for maximum demand reporting
KWh
Kilowatt hour
kWh (AI)
Kilowatt hour (active import) – use for consumption reporting
kWh (AE)
Kilowatt hour (active export)
LF
Load Factor
MD
Maximum Demand
Night
kWh (AI) consumption for 00:00 to 07:00
PF
Power Factor
SMR
Start Meter Reading
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