This guide will explain how to recreate the Legacy Site Performance Yield report utilizing the Reports interface of the LocusNOC. The Site Performance Yield report allowed users to pull data about the performance of a site by comparing Measured Energy to Expected Energy, Weather-adjusted Expected Energy, and Modeled Energy. These various data fields and their associated performance ratios are all available across the LocusNOC platform and can be accessed easily from Dashboards, Charting, and Reports. In this article, we will walk you through how to utilize Data Extracts and Graphical Reports to reproduce similar data sets. This article can be used in conjunction with the article on Data Extracts, found here.
The SolarNOC Site Performance Yield report provided three different options:
Performance vs. Expectations
Performance vs. Model
Performance vs. Expectations and Model
In this guide, we will highlight all the fields to include for the Performance vs. Expectations and Model version of the report. Users can simply omit data fields that do not apply to a particular site or that they are not interested in.
How to create a Data Extract similar to the Site Performance Yield Report
A Data Extract will be delivered as a CSV file containing all the data requested. This CSV can be easily opened in Excel or through a variety of other means.
Go to Reports > Data Extract
Add Measured and Expected Insolation to the Report
a. Measured Insolation typically comes from an on-site Weather Station
i. Select the Weather Station.
ii. Select Measured Insolation (this will either be Plane-of-Array or Global Horizontal based on the equipment).
iii. Click ADD
b. Alternatively, Measured Insolation can be provided by Locus Energy’s Virtual Irradiance data, which utilizes satellite imagery.
i. Select the Site
ii. Select VI - Insolation Global Horizontal
iii. Click ADD
c. Expected Insolation can come from one of two sources: TMY3 GHI Insolation Data or via User-uploaded monthly expected insolation data.
i. Select the Site
ii. Insolation will only show up if you have uploaded expected insolation for the site. Otherwise, you can choose Insolation Global Horizontal - TMY3.
iii. Click ADD
Add Measured Energy, Expected Energy, and Expected Energy Ratios
a. Select the Site
b. Select Measured AC Energy
c. Select Expected AC Energy
d. Select EER - Expected Energy Ratio - This is simply Measured Energy / Expected Energy
e. For a Weather-adjusted Expected Energy Ratio, users have two choices. These ratios take the EER ratio and adjust it by the ratio of Measured/Expected Insolation.
i. If you do not have an on-site weather station, and you used VI Insolation for your measured insolation data and TMY3 for your expected insolation data, then GEER will be the selection for you. GEER takes EER and adjusts it by VI Insolation / TMY3 Expected Insolation.
ii. If you have an on-site weather station and have configured IEER via the Site configuration forms, IEER will be the selection for you. IEER is the same basic formula as GEER, but allows the user to configure the inputs to pull in on-site Insolation data and user-uploaded Expected Insolation values.
f. If IEER is configured, you will also have the ability to select Insolation-adjusted Expected Energy as a kWh value. This is the Expected Energy adjusted by the same Measured and Expected Insolation used for the IEER calculation.
g. Click ADD
Add Modeled Energy and Performance Index
a. Select the Site
b. Select Modeled AC Energy - This will only be available is you have configured a PV Model for the site or underlying components from the Configuration forms
c. Select Performance Index - This is the ratio of Measured Energy / Modeled Energy
d. Click ADD
You should end up with a report that looks like this:
Enter a Report Name - This will show up in the Email and Filename of the report.
Select Timezone - This will default to your user timezone in LocusNOC
Select Granularity - For this report, you should select Monthly Granularity.
Select Time frame - For this report, you should choose a timeframe of Last 12 Months, This Year, or Last Year.
Enter Email Recipient(s)
Set the Initial Run date/time for the report
Click Repeat, if you would like the report to be sent more than once,and enter your desired recurrence schedule for the report
Click SAVE - to have the report run on a schedule, do NOT click RUN NOW.
a. If you are only creating a report that you will want one time, you should click RUN NOW
How to create a Graphical Report similar to the Site Performance Yield Report
Graphical Reports will not be able to show as much data as a Data Extract, but can show the data in a more graphical way by utilizing charts and other widgets. A Graphical Report will be delivered as a PDF file.
Go to Reports > Graphical Reports
Edit the Name of the Report
Click the top “Add Widget”
Name the Widget (The widget type will already be Chart, which is what we want).
Select the Energy data you want to compare
a. Select the Site
b. Select Measured AC Energy
c. Select Expected AC Energy, if desired
d. Select Insolation-adjusted AC Energy (from the Modeled section), if desired
e. Select Modeled Energy, if desired
f. Click ADD
g. We recommend selecting the bar chart style next to each of these Energy data fields
Change the time range to “Last 12 months” and the granularity to “Monthly”.
Check “Show Preview” to ensure the graph is as expected
Click “Add Widget”
Click “Add Widget” on the lower section of the page
Name the Widget (The widget type will already be Chart, which is what we want).
Select any Performance Ratios
a. Select the Site
b. Select from any of the desired Performance Ratios:
i. EER
ii. GEER
iii. IEER
iv. Performance Index
c. Click ADD
In this example we have decided to add a second widget and break out the Performance ratios. You can chose to do this, put all of the data into a single graph, or consider looking to another widget type such as the Table widget or the Number/Gauge Widget. The Dashboard tutorial video is a great source for more information about these widgets.
Enter Email Recipient(s)
Set the Initial Run date/time for the report
Click Repeat and enter your desired recurrence schedule for the report
Click SAVE - to have the report run on a schedule, do NOT click RUN NOW.
Below is an example of what a report we just built would look like: