Using the Search Pane

The Search pane contains the Type drop-down list and data filters that allow you to find data based on object type and data criteria. The Search pane options dynamically update based on a combination of the module and role selected in the Drawer pane, the point type selected, and the page you are on.

On this Page:

• Using the Search Pane
• Type Selection
• Using Filters
• Simple Filter
• Filter by Algorithm
• Advanced Filters
• Creating Custom Filters
• Viewing Custom Filter Criteria
• Editing Custom Filters Criteria

Type Selection

The Type drop-down allows you to select what data you want to analyze. Relevant data types are configured for each environment. For example, a combined electric-gas utility might have gas and electric meter types, while an electric utility will only have an electric meter type.

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Using Filters

Three filter controls allow you to find data based on algorithms developed for the selected object type or by using simple or advanced filtering. Filters include the Simple Filter, Filter by Algorithm, and Advanced Filters. The order in which these filters appear in the user interface is configurable.

All filter fields with text entry allow you to perform wildcard searches to return values when partial search criteria are known.

• If you know the beginning of the value, enter it in the criteria field and either leave the rest of the field blank or append a wildcard symbol (* or %).
• If you know the end of the search criteria, enter a wildcard symbol (% or *) and the known text.
• If you know the beginning and end of the search criteria, but not what is in-between, enter the beginning text, a wildcard symbol (* or %), and the end text. For example, you know that the value begins with D1 and ends with 457E, enter D1*457E (or D1%457E) in the criteria field.
• If you know (consecutive) characters in the middle of the value, enter a wildcard symbol anywhere there is a gap.

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Simple Filter

The Simple Filter section provides basic search functionality that allows you to search for a specific entity or group of entities. For non-relational selections, the Simple Filter provides the Filter By drop-down menu and an attribute field. For relational filters, such as finding meters for a transformer, you need to enter a date in the As of this Date field.

Note: The search functionality is configurable and may be customized through your implementation.

The following table displays the default Filter By menu options based on the Type drop-down menu selection:

Type Menu Selection	Menu Options
Account	Account Point ID Account ID Account Name
Bill Cycle	Bill Cycle Point ID Bill Cycle
Electric Meter	Meter Point ID Meter ID Account ID [Relation] Transformer [Relation] Load Profile Class [Relation] Rate [Relation] Postal Code [Relation]
Feeder	Feeder Point ID Feeder ID
Line Transformer	Transformer Point ID Transformer ID Feeder ID Manufacturer
Premise	Premise Point ID Premise ID
Service Point	Service Point ID Service ID
Zip Code	Zip Code Point ID Postal Code Zip+4

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Filter by Algorithm

The Filter by Algorithm section provides you with the flexibility to target your query using algorithms applied against a date range. The algorithm sets the "what" criteria (for example, slow meters, events, data quality parameters, and so on) and the date range sets the "when" criteria. For example, during the first quarter of last year (when) which meters reported usage spikes (what).

The filter date range and the date controls in the Main Data pane are not related. The date controls allow you to provide data for a selected point over time (regardless of the filter criteria). For example, if the algorithm returns meters reporting usage spikes in the first quarter of last year, you might look at those meters during the first quarter of the current year.

The following table identifies the Algorithm Categories associated to each module and role combination:

Module	Role	Algorithm Categories
Meter to Bill	AMI Deployment	AMI New Meter Health Customer Refusal Tracking Deployment Data Quality Deployment Tracking AMI Geospatial Reporting Network Tracking
	Billing	Diagnostic Prioritization High Bill Prioritization Low Bill Prioritization Slow Consumption Stopped Meters
	Meter Operations	Data Quality Assurance Defective Meter Defective Socket Geospatial Reporting Geospatial Outlier New Meter Health Meter Inventory Tracking Monitoring Net Metering
	Safety	Gas Leaks Water Leaks
Revenue Protection	Revenue Protection	Diversion Identifying Bypass Identifying Meter Swaps Identifying Meter Tampering Post-deployment Theft
Distribution Planning and Operations	Distribution Planning	Conservation Voltage Reduction Connectivity Verification Non-technical Losses Localization Transformer Load Management Outage Management Overload Prevention
Demand Response and Energy Efficiency	Demand Response	Program Customer Targeting Program Efficiency
	Energy Efficiency	Customer Usage Reporting Load Disaggregation

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Advanced Filters

Advanced Filters allows you to create, apply, and export the results from custom made, personalized filters. In addition, you may apply customized and user-specific filters that the Data Scientists created.

• Category and Filter Name: Users can select filters based on Category and Filter Name. The category options vary based on implementation, but they may include categories defined when a user created a custom filter or categories defined by data scientists.
• Edit link: Allows you to modify the filter.
• Create New Custom Filter link: Allows you to define a new filter.

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Creating Custom Filters

You can create and save custom filters through the Create Filter dialog box. Custom filters can be reused and their results can be exported.

To add personal filters:

1. From the Filters pane, expand the Advanced Filters section and click the Create New Custom Filter link.

   

2. Enter a descriptive filter name in the Create Filter field.
3. Select the fact type for the filter parameter that you want to create from the drop-down list:

   Fact Type	Description
   Metric	Allows you to specify a value or range of values of consumption-related data.
   Event	Allows you to search for specific types of events in the selected time window. Events may be actual or derived from core calculations.
   List	Allows you to search for objects belonging or not belonging to a list (algorithm result).
   Attribute	Allows you to search for numeric or text attributes associated with the object.
   Relation	A standard relation, such as electric meter to premise, or a segment derived with an algorithm.

4. Do one of the following to set the Value:
   • To search for data that matches a specific value, select =from the Value drop-down menu and then enter the value in the value range field.
   • To search for data greater than a specific value, select ≥ from the Value drop-down menu and then enter the value in the value range field.
   • To search for data less than a specific value, select ≤ from the Value drop-down menu and then enter the value in the value range field.
   • To search for data within a specific date range, select <> from the Value drop-down menu and then enter the date range in the value fields.
5. Do one of the following to set the date range:
   • To select the date range using calendar days, select a date range for the data from the Dates fields.
   • To select a relative date (for example, one day, three weeks, and so on) click the calendar icon located to the left of the calendar date field. The calendar date fields will be replaced by a relative date field and drop-down. Click the relative date drop-down and select the interval (days, weeks, months, or years) and then enter the number value in the relative date field.

     

6. If applicable, click the + button next to the calendar date fields to add an additional line of filter facts.
   
7. Click Save.

Your new filter will appear as an option in the Filter Name drop-down menu of the Advanced filters section.

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Viewing Custom Filter Criteria

To view custom filter criteria:

1. Select My Custom Filters from the Category drop-down menu.
2. Select the custom filter name from the Filter Name drop-down and click Apply. The tables will refresh to apply the filters. The filter criteria of the applied filter are displayed in the Advanced Filter Criteria section that appears below the Advanced Filters.

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Editing Custom Filters Criteria

To edit a custom filter:

1. Select My Custom Filters from the Category drop-down menu.
2. Select the custom filter name from the Filter Name drop-down, and then click the Edit link. Follow the same method to modifying and adding criteria as those used to create the filter.

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