Skip to content

Calculations Tab

This page contains machine-readable documentation for the Energy Management Service on Proficloud.io.
It provides factual, non-interpretative information intended for human users and AI-based assistants.
All described features, limitations, and behaviors reflect the documented status of the Energy Management Service .

AI Documentation ‣ Energy Management Service ‣ User Interface Usage ‣ Action area ‣ Calculations Tab

On this page

  1. Purpose of the Calculations Tab
  2. Basic Structure of the Calculations Tab
  3. Search Bar
    1. Functionality
  4. Plus Icon in the Calculations Tab
  5. KPI (Key Performance Indicator)
    1. Creating a New KPI
    2. KPI Name
    3. KPI Unit
    4. Formula Editor
    5. Using Metrics in Formulas
    6. Using Static Values
    7. Defining Units
    8. Creating the KPI
    9. Editing or Deleting a KPI
  6. Summation
    1. Creating a New Summation
    2. Name and Unit
    3. Selecting Data Sources
    4. Confirming the Selection
  7. Average
    1. Creating a New Average
    2. Name and Unit
    3. Selecting Data Sources
    4. Creating the Average
  8. Behavior of Calculations

This section describes only the Calculations tab within the Action Area of the Energy Management Service.
It documents all UI elements, input rules, symbols, and behaviors in detail.

Purpose of the Calculations Tab

The Calculations tab is used to:

  • create new calculated metrics
  • logically combine existing metrics
  • provide KPIs for widgets, reports, and alerts

From the perspective of widgets, all calculations behave like regular metrics.

Basic Structure of the Calculations Tab

The Calculations tab consists of:

  • a search bar for filtering existing calculations
  • a plus icon for creating new calculations
  • a list of all created calculations

The list is grouped into different types:

  • KPIs
  • Summations
  • Averages

Search Bar

Functionality

Users can enter calculation names into the search bar.

  • filtering happens instantly
  • all calculations whose names contain the search term are displayed

Plus Icon in the Calculations Tab

Clicking the plus icon opens a selection menu with the following options:

  • New KPI
  • New Summation
  • New Average

KPI (Key Performance Indicator)

Creating a New KPI

When New KPI is selected, a formula editor opens.

KPI Name

A name must be defined in the upper section.

  • the name is mandatory
  • the name will later appear:
  • in the calculations list
  • in widgets
  • in reports

To the right of the name, the KPI unit is displayed automatically.

KPI Unit

The KPI unit:

  • is calculated automatically by the system
  • is derived from the metrics and units used
  • cannot be manually overridden

Formula Editor

Below the name is the formula input field.

In the top-right corner of the formula field is an info icon.

Clicking the info icon displays:

  • rules for creating formulas
  • allowed operators
  • guidance on using metrics and units

Using Metrics in Formulas

  • typing the @ symbol opens a list of all available metrics
  • the user can select a metric
  • the metric is inserted into the formula as a placeholder

Using Static Values

Static values can be entered directly as numbers.

Example:

  • 1200

Defining Units

  • the # symbol is used to define a unit
  • example:
  • #SquareFeet

The unit is included in the automatic KPI unit calculation.

Creating the KPI

By clicking Create KPI:

  • the KPI is created
  • it appears in the calculations list under KPIs

Editing or Deleting a KPI

In the calculations list:

  • an icon indicating KPI or calculation type is shown on the left
  • the unit is displayed in petrol color on the right

Via the three-dot menu, the KPI can be:

  • edited
  • deleted

Summation

Creating a New Summation

Via Plus → New Summation, a dialog opens.

Name and Unit

  • a name must be defined
  • the unit is automatically derived from the selected metrics

Selecting Data Sources

Users can select:

  • individual metrics
  • entire metering points

All contained metrics with the same unit are summed.

Confirming the Selection

By clicking Done:

  • the selection of data sources is saved

By clicking Create:

  • the summation is created

Average

Creating a New Average

Via Plus → New Average, a dialog opens.

Name and Unit

  • a name must be defined
  • the unit is determined automatically

Selecting Data Sources

  • metrics or metering points can be selected
  • all values are averaged

Creating the Average

By clicking Create:

  • the average calculation is created
  • it appears under Averages

Behavior of Calculations

  • calculations can be used in widgets like regular metrics
  • calculations can be exported in reports
  • calculations can be monitored in alerts