The Site Dashboard displays the equipment and systems information for the selected Site. You can switch to a different site using the Quick Navigation at the top left of the window to select a site (as well as you can select equipment) and then select Go. You can drill down to view specific equipment and systems dashboards by selecting the entity name. The default view displays 10 entities per page. You can use the drop-down in the pagination controls to view 5, 10, or 20 entities per page as well as use the VCR buttons to navigate the pages. Use the Find field to search for a specific entity. From the Site Dashboard, you can subscribe to alerts for an area (group of sites and children) and/or equipment (from the Equipment view) and/or systems (from the System view). See Subscribing to Alert Notifications. Sites are created, edited, and deleted from the Client Dashboard.

View Site Information

Select the Info icon to the right of the site name to view additional information including:

Address
Building Type
Area
Fuel Types
Contacts (Sales, Facilities, and Energy)

View Site Weather Information

A weather identifier displays, i.e. sun, clouds, etc. as well as the current temp. The tooltip associated with the weather identifier displays additional information including the temperature low and high etc.

Key Performance Indicators

The Site Dashboard displays a Score Metric and Faults metric for the specific site that is a comparison over time.

Score
- Average Score - This score is the average score for the entity (Equipment, System) at the point in time the Site dashboard is accessed. Use the date/time picker to edit the timeframe to the last 24 hours or a custom time period. The average score will be updated to an average for that timeframe.
- Percent Change - This is the score for the currently selected time frame compared to the previous time frame. The Percent Change is based on the displayed date range.
Period Fault Occurrences
- Current Period Faults: The number of times in and out of fault within the specified time period. If a fault has gone in and out of fault three times within that time period, this counts as 3. If the fault has stayed in fault during the time period, then this would count as 1. The fault number is not always 1:1.
- Previous Period Fault Occurrences: The same definition as above but for the previous time period.

For smaller screen displays, a horizontal scrollbar displays so that you can scroll to additional KPIs.

Previewing Site Weather Data

The Preview Weather Data window displays the previous 4 hours of data in 30-minute increments, however, you can edit the time frame. A weather entity is automatically created when you create a site based on the zip code for that site. If changes to the site address are made, the weather entity updates automatically to the new zip code.

From the Client Dashboard, to view weather data for a site, select the ellipsis to the right of the site name or from the Site Dashboard, select Actions.
Select Preview Weather Data.
The information displayed in the Preview Weather Data window includes:
- Start/End Date and Time
- Time Stamp
- Temperature
- Humidity
- Pressure
- Minimum Temperature
- Maximum Temperature
To close the window, click the X in the top right corner of the window.

Equipment View

From the Site Dashboard, the initial view displays the Equipment information including:

Equipment - Select the equipment name to view the Equipment Dashboard.
Equipment Type - Type of equipment displayed
Sensors - Number of sensors
Score - Current score percentage
Faults - Number of faults
High - Number of high priority faults
Medium - Number of medium priority faults
Low - Number of low priority faults

Systems View

Select the Systems view to display all systems for the company.

The Systems Dashboard displays the following:

System - Select a system name to view the Systems Dashboard.
System Type - Type of system displayed
Equipment - Number of pieces of equipment
Sensors - Number of sensors
Score - Current score percentage
Faults - Number of faults
High - Number of high priority faults
Medium - Number of medium priority faults
Low - Number of low priority faults

Faults View

The Faults View displays the rule(s) and fault count as well as a bar graph to indicate when the fault(s) occurred for each rule. The current time is the default timeframe. You can select the date picker to select the previous 24 hours or create a custom timeframe of up to 14 days. The bar graph displays real-time fault information in 1-minute increments with a 4-hour timeframe. See below for bar graph information.

The rule section displays the following information:

Rule and Equipment Affected
Issue Type
Priority
Fault Count
Current Status

Scoring View

Select the Scoring View to display the scoring information for the site. The Scoring tab defaults to the Score Grid view, however, you also can view the Score Graph by selecting the View drop-down.

Before the scoring information can be viewed, you will need to select the system and/or equipment type in the window that displays and then select OK.
The Score grid view displays the equipment and score and any associated rules and score. Select a rule in the middle section to display the timestamp information in a grid format. (Or you can select the Rules & Sensors filter to select a rule and any other optional sensors to display.)
Select the View drop-down to select Score graph to view the data in a graph format. Select a rule in the middle section to display that rule's score and the overall score in a graph format. (Or you can select the Rules & Sensors filter to select a rule and any other optional sensors to display.) You can view score information by hovering your mouse over any of the rule graph lines.

Health Monitor View

Select the Health Monitor view to display faults associated with rules and can also be used to create Service Requests.

The default view displays only rules with faults. You can clear the filter to view all rules by clicking the "x" on the Fault filter that displays to the left of the Actions drop-down.

The following information displays:

Rule Name
Client
Site
Equipment/System
Target
Status
Fault Started
Priority
Issue Type

Select the ellipsis to the right of the rule and select View More Info to view additional rule information that includes:

Rule
Description
Issue Types
Target
Status
Last Successful Execution
System Effect
Recommendation

Adding a Formula Column

On the Equipment. System, and Site Dashboards in the Sensor or Score grid views, you can add a custom formula column using basic math (addition, subtraction, multiplication, and division). The formula columns can be saved into a configuration for the equipment/system dashboard. The formula column displays to the right of the column that was selected.

To add a formula column:

In the Sensor or Scor Grid view, to the right of a numeric column header, select the ellipsis.
Select Add Formula Column. The Add Formula Column option is available if there are two or more numeric columns.
Enter a Column Header name.
Select the Start Column from the available numeric-only columns.
Select the Operator.
- Plus: Select to add the values. (Start Column + End Column)
- Minus: Select to subtract the End Column values from the Start Column values. (Start Column - End Column)
- Times: Select to multiply the values. (Start Column x End Column)
- Divide: Select to divide the End Column values into the Start Column values. (Start Column / End Column)
Select the End Column from the available numeric-only columns.
If needed, enter the decimal place value in the Precision field.
Select Create.

Column Filtering in Workbook Mode

To temporarily filter data displayed in the grid view from the dashboard, you can use Workbook Mode to display a filter row across the top of the data grid. You can use the lookup for 1 or more columns to select data to filter by. While the Workbook Mode is temporary, if you navigate to another tab or display a different view in the same dashboard for specific information, grid in Workbook Mode is still available. However, if you navigate to a different entity (equipment, system, company, etc.), the Workbook Mode is cleared.

To filter data using Workbook Mode:

Select the Workbook Mode button located above the dashboard.
The data columns that display are related to the dashboard. If you haven't selected any sensors yet, you can do this now. (Sensors can be selected before or after selecting Workbook Mode.)
Under each column header, enter or select the filter data and then select the Filter icon to select the filter type.
Different data types may have additional field inputs. For example, numeric data types will have an increase/decrease dial, Boolean data types will have a drop-down selection, etc.
You can clear any filter by selecting the Clear Filter icon for the appropriate column. This clears the filter data and type.
The filtered sensor information displays dynamically as the filters are added/removed. If no records match the filters, the message "No records available" displays.

Using Workbook Mode you can also rearrange column headers if you prefer data to display in a different order of columns by dragging and dropping the column headers.

Filter Types

The filter types that are available are related to the data type to be filtered. Depending on the dashboard and filter selected you can filter data based on a filter type using the following criteria. For example, if you select a filter for company status that is equal to active, only companies with a status of active display.

Date	Temperature	Text	Boolean
Is equal to Is not equal to Is after or equal to Is after Is before Is before or equal to Is null Is not null	Is equal to Is not equal to Is greater than or equal to Is greater than Is less than or equal to Is less than Is null Is not null	Contains Does not contain Is equal to Is not equal to Starts with Ends with Is null Is not null Is empty Is not empty	(All) Is true Is false

Complex Filtering

When using Workbook Mode, some dashboards have complex filtering enabled. You can create complex filters of your grid data using and/or statements to filter your displayed data for analytics. Complex filtering is accessed by selecting the filter icon below the data table.

Select the Complex Filtering icon below the data table.
In the Filter Builder, select the Add Expression button to add your first row.
Select the data type from the dropdown. This list is populated by the columns in the data table.
Select the filter expression:
- Is equal to
- Is not equal to
- Is greater than or equal to
- Is greater than
- Is less than or equal to
- Is less than
- Is null
- Is not null
Enter the value.
You can continue to add separate rows or you can use the Group button to create And/Or rows using the buttons.
Select Apply to save the filter

See also: