Create a Multipurpose Chart and Report

Description

The Multipurpose chart builds a custom chart and summary table from up to 20 trend logs, which you can then send as a scheduled report. Along with KPI reports, it is the report type you will see most in buildings CopperTree has implemented.

VersionWhat it doesUse for
CumulativeConverts an accumulating trend into interval values, e.g. daily consumption from a running meter totalEnergy meters
Non-CumulativeDisplays the data as it comes in, with no extra processingTemperatures and other instantaneous values

Add the Chart Template

From the Building Dashboard:

  1. Click the Charts tab.
  2. If the Multipurpose template is not listed, click + and go to page two of the template list.
  3. Select Multipurpose Chart for Cumulative Trend Logs or the non-cumulative version.
  4. Add it to your building and give it a name. If that name already exists, add a distinguishing letter or note.
Multipurpose Chart Creation

Start a Working Chart

  1. Click Add Working Chart on the template’s row.
  2. Enter a name, for example “VAV_08_01 Temperatures”.
  3. Set the default date range. This is what loads whenever someone opens the chart, for example last week and current week to date.
Adding a working charts

Select Your Trend Logs

  1. Click Select on a series input. Search and filter by TL, WT, CTL or Imported TL.
  2. Add up to 20 trends. Each becomes its own series.
  3. Give each series a clear name, for example “Space Temp” and “Space Temp SP”, so the legend is easy to read.
Selecting a trend log for a series

Choose How Each Series Displays

  1. Set the Series Type: line, stacked bar, area, individual bars, scatter, or no type for a table-only series.
  2. Set the Table Summary (average, maximum or sum) and the Y Axis (primary, secondary or tertiary).
  3. Click Save & Preview to see the chart and its data table update together.

Fine-Tune on the Optional Tab

  1. Set the graph title shown above the chart.
  2. Adjust line style (dashed or dotted), line width, marker shape and marker size.
  3. Rename the axes and set decimal places. For example, change the default “kWh” to “Degrees C” for a temperature chart.

Turn the Chart into a Report

  1. On the Charts page, open your chart and click Create Report.
  2. Add logos and set the date range the report covers each time it runs.
  3. Set the email schedule: daily, weekly or monthly, with the time and day it goes out.
  4. Save the report.

Bulk-Create Reports

To set up several charts as reports at once:

  1. Click the Reports tab and click Bulk Create.
  2. Select every chart that shares the same logos, date range and schedule.
  3. Click Create Reports. All selected charts become reports in one step.
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