Seasonal Dashboard

Introduction to Seasonal Dashboard

The Seasonal Dashboard was created to highlight top cold weather faults (heating season) and hot weather faults (cooling season) to action within Diagnostics. It provides a view of the comfort score trend within the building as well as comfort scores for the last heating and cooling seasons. The intent is to guide users on the key words to search for within the Diagnostics to prioritize and action.

Seasonal Dashboard

Section 1: Count of Equipment with Hot or Cold Weather Faults

The initial section of the dashboard provides insight into both cold and hot weather faults, presenting a breakdown of their respective counts and fault types. The top row gives an overall count of equipment with each weather-related fault, juxtaposed against the total equipment count. To facilitate prioritization, the bar charts of faults by building break this count down further emphasizing the buildings with the highest frequency of equipment faults. The bar charts on the right specifically highlight the most prevalent weather-related faults, directing attention towards issues that require immediate focus.

The second section of the dashboard is dedicated to analyzing comfort scores. It provides a comparison between the current comfort score and the comfort scores from the previous heating and cooling seasons. Additionally, it showcases the trend of the comfort score over the past three years, effectively highlighting any recurring seasonal issues that may have arisen.

Widget level filters have been applied to calculate the current comfort score, heating season score, and cooling season score. These can be adjusted by changing the widget level filters. The current comfort score is calculated on the last 30 days of Diagnostics. The heating season score is filtered from October 1 to April 30, while the cooling season score is filtered from May 1 to September 30.

Section 3: Diagnostic Details

The final section of the dashboard presents the Diagnostics Summary Table categorized by equipment, allowing for a more detailed exploration of any identified issues.

Best Practices and Use Cases

This dashboard supports two main workflows: prioritizing specific faults across the entire portfolio (e.g. all “mixed air temp lower than setpoint issues”) or reviewing seasonal faults within a specific building. The workflows are the same for both seasons, only difference is the different key words for the faults, so are only outlined below for the cold weather faults.

Use Case #1: Prioritizing Specific Fault Across the Entire Portfolio

At the beginning of each season, users should use this dashboard to focus on key faults that appear as the weather begins to change. When users want to focus on a specific weather fault across the entire portfolio, they can:

  1. Look at the Top 10 Cold/Hot Weather Faults by Type bar chart widgets on the right. These summarize the count of equipment with each fault in the Diagnostic results. The text provides the key words to search within the Diagnostic summary table widget. NOTE: This widget does not cross filter as we are limited without Diagnostic result IDs.

  2. Type the key word text into the Summary column of the Diagnostic Summary Table by Equipment widget. This filters all the results with that specific fault so users can then click through to the Diagnostics to see more details. The Diagnostics Summary Table by Equipment defaults to prioritization by largest sum of priorities (energy, comfort, and maintenance).

Here is an example: If I want to look at “Mixed air temp lower than setpoint” issues across the portfolio, I will type those key words into the Diagnostic Summary table.

Use Case #2: Reviewing Seasonal Faults at a Specific Building

For users who want to focus on a specific building, they can:

  1. Cross filter the dashboard by selecting the building of interest in either the Cold Weather Faults by Building or Hot Weather Faults by Building widgets. Doing this will filter the Equipment Count, Equipment Count with Cold and Hot Weather Faults, Top 10 Cold or Hot Weather Faults by Type, Comfort Scores, and Diagnostics Summary Table by Equipment to only results for that building.

  2. Following the same workflow as above, type the key word text into the Summary column of the Diagnostic Summary Table by Equipment widget.

Here is an example: If I want to focus on cold weather faults on Fareham Hall, I will first select it in the Cold Weather Faults by Building then see the dashboard cross filtered to only results for that building.