FactoryTalk EnergyMetrix Overview

Student Manual
Version: September 10, 2015 (For FTOT)

For Rockwell and Partner Use Only!

Copyright © 2014 Rockwell Automation, Inc.

Lab 1 – Overview of FactoryTalk EnergyMetrix
Before you begin:
 VMware image VM-Server1 up and running.
 FactoryTalk EnergyMetrix simulated data created by running Update_FTEM_Tags.bat file in
C:\Class Files\FTEM folder. This might already have been done during class setup in an
Instructor-led class. This file takes some time to complete. If desired, there is simulated data
already created between June 1 and August 28, 2015. As long as EnergyMetrix Trends,
Reports, etc, are looking for data within this time frame, running of the bat file can be skipped.

Part A – Viewing EnergyMetrics Collected Data

This lab demonstrates various ways to look at data collected by FactoryTalk EnergyMetrix. One way
is a load profile – a trend chart that shows the behavior of an electrical load over time. In this section
you will use FactoryTalk EnergyMetrix to view load profiles from energy and environmental meters.
Demand trends can identify periodic peaks which may be caused by process variable, schedules, or
environmental conditions and represent opportunities for cost savings.
FactoryTalk EnergyMetrix terms…
 A Meter Tag is a single data point, for instance “Outdoor Temperature”.
 A Meter is a collection of related Meter Tags. Meters may be Device or Manual. Meter types
may be Electric, Gas, Air, Water, Steam, Environmental, or other names that you select.
 A Device is an external hardware device or software application that supplies data for one or
more meters.
 A Group is a collection of devices and meters.
 A Domain is a group that also may have security, reports, rate schedules and multi-purpose
report scripts assigned.

1. On VM-Image1, log into the FactoryTalk EnergyMetrix site by doing the following steps in this
order:
a. Launch Internet Explorer from Start screen (click Windows icon in lower-left corner if on
Desktop)
b. Enter URL of localhost/FTEnergyMetrix
c. Log in using admin / admin

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2. Note the main sections of Header, Navigation Tree and Detail Pane.

Four tabs at the top of the Navigation Tree let you select different collections of objects.
 System: Primarily used for system setup
 Meters: Used for setting up and viewing data and trends from meters
 Reports: Used for setting up reports and viewing on demand
 Custom: A collection of links to custom pages

3. Select the Meters tab above the navigation tree.

4. If not already open, open the RA Foods Domain.

Note: The domain icon looks like this: Click the + sign to open a domain or group.

5. Open the Office and Warehouse domain (if not already open) and click on the Heating and
Cooling Circuits meter.

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6. In the Detail Pane area, the first tab is Meter Data. Note that the Heating and Cooling Circuits
Meter you have selected currently has two Meter Tags, Energy KWh and kW Demand. In this
area, note that you can do such things as:
 Specify the Time Zone used to display the data.
 Enter a specific Date/Time and click Get Data (note that there “may not be any”, based on
the Date/Time you specify and actual data that has been collected in the image).
 Set Date/Time field to current by clicking Current Date/Time button.
 Page through data by clicking < and > buttons.
 Click Enter Data button to get dialog to manually enter data for Meter Tags.

7. Do these steps in this order:

a. Select the Trend tab
b. Use pull-down list box to select the kW Demand meter tag to display

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8. You should get a trend something like the following. Below the Trend is the tag you are
displaying with buttons to the left to change to Bar instead of Line trend (try it!), and also Hide or
Remove the tag.

9. Select the Office Lighting and General meter in the same domain. Select the KW Demand
meter tag from the drop-down list.

10. Your display should be similar to the below. Note that you are putting tags on the same trend
from different meters. You should be noticing that in these simulated tags the load is lower in the
evenings and on weekends.

The trend chart allows you to plot up to five meter tags from one or more meters. Click the Hide
button to temporarily “not show” a meter tag on the trend chart. The tag will still be selected, just
not displayed. To show the tag again, click the Show button. To permanently remove a tag from
the trend chart, click the Remove button. Your trend selections will persist until you log out.

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11. Click the Export Data button to download a .csv file containing the data displayed in the trend
chart. Click Download file and then Open (may need to click Open twice). Note that you could
have directly saved the file from the second dialog instead.

12. You should see the data from the trend appear in Microsoft Excel such as the following (note that
you may need to “widen” columns).

13. Close Excel and don’t save.

14. Spend a few minutes trying different meters, meter tags and time combinations.

15. Use the start date and end date calendars to pick a one-day time period. Select a demand tag
and an energy tag from the same meter. Note the relationship between a demand trend and an
energy trend.

When the slope of the energy curve is steeper, the demand is higher. So the demand is the rate
of energy consumption.
Note: One way to visualize energy and demand is to think of energy as like the odometer
on a car. The miles driven are like the energy consumed (kWh). Demand (kW) is like the
speedometer, measuring how fast the miles are being driven in miles per hour.

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16. Now, select the Heating and Cooling Circuits meter again and select the Calendar Trend tab.
Select the kW Demand meter tag and pick a month that has logged data on several days so your
display appears similar to the following.

17. Click a day in the calendar to zoom in on its daily trend line. To overlay multiple days, click each
day you want to select in the small calendar displayed beneath the day trend graph. In the
example below, we are using this Calendar Trend to compare kW Demand on consecutive
Wednesdays.

The Calendar Trend can display one tag in a calendar view, and can be used to visualize usage
patterns that vary by day and week. Like the Trend view, the Export Data button lets you
download the selected meter tag data into a .csv file.

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Part B - Energy Information using Standard Reports
FactoryTalk EnergyMetrix standard reports convert energy consumption, demand, production and
other data stored in the database into information you can use to manage your business, improve
efficiency and reduce costs. For example:
 Using FactoryTalkEnergyMetrix, a large waste-water treatment facility plant easily identified a
clarifier using much more energy than others. Engineers discovered that it was running at a
higher speed than necessary. Correcting the speed setpoint saves $33,000 in energy costs
annually.
 Another customer installed power monitors and FactoryTalk EnergyMetrix but called
Rockwell Automation when he could not reconcile the power monitor data with his electric
bills. He showed the power company’s customer service rep the reports from FactoryTalk
EnergyMetrix. After checking out their meter, the power company discovered that it was out
of calibration and the customer was being overcharged about $40,000 per month for
electricity.
FactoryTalk EnergyMetrix reports may be run on demand or scheduled to run automatically. A
number of formats are selectable, including pdf, rtf, Excel, tiff and html. On-demand reports are
launched in a separate browser window.
Consumption reports - provide a tabular listing of consumption values (kWH, kVARh, etc) for selected
meter(s) or group(s) for a specified date/time range. Consumption reports display data with
consumption value types.
Tip: A value type is a meter tag property with Consumption or Demand attributes. Value types will
be discussed in more detail in an upcoming lesson.
Demand Analysis reports - provide a tabular listing of kW demand values for selected meter(s) or
group(s) for a specified date/time range. It also reports "worst case scenario" peak demand that
would have occurred if the peak demand of each meter or group had occurred at the same time.
Demand analysis reports display data with demand value types.

In this part of the lab, you will learn how reports are configured and view consumption and demand
analysis reports.

1. Do the following steps in this order:

a. Navigate to the Reports tab above the navigation tree.
b. If not already open, open the RA Foods domain.
c. Click the Consumption report.

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2. Note the defaults this report is configured to use:
 Report name of Consumption
 Report based on a report template called Consumption
 Export to PDF
 Meters to be used are from RA Foods > Office and Warehouse domains and are Heating
and Cooling Circuits and Office Lighting and General meters

3. Notice that you can select the Time zone the report will be based on. Also, a specific
Predefined time period from a drop-down list box can be selected, or Custom and entering a
specific Start date/time and End date/tine. Leave the Predefined option of Previous Month
selected and click the View button at the top of the Detail pane (View button not shown below)

4. A new window opens while the report is being built, then closes automatically. The report opens
in a second new window. The image you are using has a “floating” Adobe Reader toolbar that will
appear when opening PDFs in Internet Explorer. You could use the window menu to print, save,
change pages or zoom in and out of the report.

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5. Close the Consumption report tab.

6. Select the Demand analysis report. Notice that when created this report was set to use data
from Heating and Cooling Circuits, Office Lighting and General and Outdoor temperature
meters. In our case, the Outdoor temperature meter is not “active”, so there will be no data from
this meter.

7. Click View.

8. You should get a report similar to the following. This report is showing:
 Date/Time when highest kW from Heating and Cooling Circuits and Office Lighting and
General meters were logged
 “Worst Case Peak Demand Analysis” shows Dates/Times when values were at highest
peaks. If Heating and Cooling Circuits and Office Lighting and General meters would have
reached these peaks at same date/time, that would have been the “worst case” (maximum
demand at one time)

In a Demand Analysis report, meter tags are included that are identified as value types that have
a Demand flag set, Real Power Demand (kW) value types in this case.

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Part C - Generate Billing Reports to Track Energy Costs
Billing reports in FactoryTalk EnergyMetrix translate energy data into energy cost information. A user
can run billing reports to check out their utility bill, generate internal statements for cost allocation,
generate sub-bills for tenants, compare alternative energy providers or support make/buy decisions if
there is onsite generating capacity.

1. Let’s run an example of a billing report.

a. On the Reports tab, click the Progress Energy Electric Bill report.
b. Click View

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 2. This billing report is based on a Rate Schedule which includes a basic facilities charge, energy
actually used, demand, and a collection of other charges. Review contents of this report.

3. As time allows, experiment with editing report settings and/or viewing other reports.

4. Close Internet Explorer.

This lab is complete

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Lab 2 – Reporting on FactoryTalk EnergyMetrix Data
Using FactoryTalk VantagePoint

1. Launch VantagePoint Manager from Taskbar.

2. Go to System > Sources > FactoryTalkEnergyMetrix and click on FTEM. Note that the
FactoryTalk EnergyMetrix connector has already been installed on this image (why
FactoryTalkEnergyMetrix appears under System > Sources) and an instance of the connector
has already been added (why the FTEM appears here).

3. Click on System > Sources > FactoryTalkEnergyMetrix > FTEM > Engineering Units. Notice
the items created in this area of the connector.

4. Under TagValueTypes, notice the possible types listed.

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5. Under MeterTypes, notice those listed.

6. Open the Meters tree and notice the list of Meters that existed in the FactoryTalk EnergyMetrix
database.

7. Under FTEM, expand the Groups item. Notice this replicates the Domains and Groups that you
had in FactoryTalk EnergyMetrix (replicated during an import process when the connector was
first created).

8. Go to System > Solutions. You will see an FTEnergyMetrix folder here with two subfolders,
PortalSettings and Reports. This section of the VantagePoint model has been created by the
FactoryTalk EnergyMetrix connector in order to define some “predefined report content”…content
such as trends that will show up automatically in the VantagePoint Portal (you will see soon).

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9. Go to MyEnterprise > EnergyMetrix. This area will expose content to users in the VantagePoint
Portal. Notice the RA Foods group is showing up and will have content under it in the Portal.

10. Close VantagePoint Manager.

11. Start VantagePoint Portal from the Taskbar.

12. Click Reports > MyEnterprise.

13. Note that this is displaying the entire MyEnterprise area of the model, including the
EnergyMetrix folder.

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14. As a better option, select Reports > EnergyMetrix. The FactoryTalk EnergyMetrix connector
includes a Model View dedicated to display the MyEnterprise > EnergyMetrix folder.

15. Expand the tree down to FTEM > Groups > RA Foods > Office and Warehouse > Heating and
Cooling Circuits > Rate and Usage. This is some of the “predefined content” mentioned earlier,
a trend of the Real Energy Net and Real Power Demand tags that were included in that meter,
plus a Real Energy Net Totalizer tag that the FTEM connector creates.

16. If you get this dialog, click Run.

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 17. Click the FTEM Meter Display link in this same Meter. If required, log in using User name admin
and Password of admin. This is the Meter page that gives you the Meter Data, Trend, Calendar
Trend and Meter Setup tabs that you had and used in the FTEM Portal (this is actually a “link” to
the FTEM Portal). Try these tabs and confirm functionality.

18. Under the Reports folder, open RA Foods and then click on the Consumption report (may take
some time to open the first time). Confirm you can View, Edit, etc., FactoryTalk EnergyMetrix
reports from this page.

19. As time allows, experiment with other items in the VantagePoint Portal EnergyMetrix tree.

20. Close VantagePoint Portal.

This lab is complete

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