NYISO DECISION SUPPORT SYSTEM INTERMEDIATE TRAINING COURSE

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1 NYISO DECISION SUPPORT SYSTEM INTERMEDIATE TRAINING COURSE

2 Training Agenda Course Background DSS Training Offerings Course Goals Supporting Documentation Review of Introductory Topics Conceptual Data Models Universe Design Overview Business Objects Features Overview Custom Querying Custom Report Formatting Basics Intermediates Web Intelligence Custom Querying Case Studies (Hands-On Exercises) Throughout

3 Course Background

4 DSS Training Offerings Introduction Training Course Instructor led online training course covering the basics of NYISO s DSS (WebEx delivered). Intermediate Training Course Instructor led classroom training course covering intermediate topics such as custom report creation. Self-Directed Introduction Training Course Download and view the DSS Introduction Training Course on NYISO s DSS from the NYISO website (planned course). Third Party Offerings Independent training organizations offer a wide variety of training programs on Business Objects.

5 Course Goals and Objectives WILL PROVIDE A Re-Cap of the Introduction Course An Overview of the Data Elements Contained in the DSS (Business Objects Universes) A demonstration of the custom querying and reporting features of DSS Toolset Hands-On Experience using the DSS in Real Life Business Scenarios WILL NOT INCLUDE: Advanced Business Objects training available from third parties.

6 Supporting Documentation The following documents should be used as supplementary documentation during this course: NYISO DSS Users Guide NYISO Billing and Accounting Manual DSS Release Matrix DSS Customer Settlements Billing Code Mapping Document

7 Review of Introductory Topics

8 Review of Introduction Course DSS Background Information What is a Data Warehouse/DSS? DSS Data Scope Functional Summary Versioning Strategy Data Availability Corporate Reports Summary / List of Reports How to Access

9 Data Warehouse Definition Data Warehouse Repository of integrated, non-volatile and timevariant data, collected from heterogeneous transaction processing applications, and stored in a format optimal for reporting and strategic analysis for an enterprise -- Bill Inmon For NYISO - Data from BAS, MIS and Consolidated Invoice applications is collected, formatted and stored in a single, centralized location for customer reporting and analysis.

10 Data Warehouse Components Feed Store Use Operational Data Data Preparation (ETL) External Data Data Warehouse User Tools (Business Objects)

11 Business Objects Introduction Power Suppliers Data Warehouse Load Serving Entities BAS Data Prep & Transfer Transaction Customers MIS Hierarchy ~1200 data elements Virtual Market Customers Etc. Universe: View of a functional set of data within the warehouse Classes/Sub-classes: Groups of objects Objects: Individual data elements (for reporting and filtering) Example: Organization, Interval Start Time

12 DSS Project Summary Contains 99% of NYISO Settlement Billing Codes and all related Dimensional data elements Power Suppliers Day Ahead & Balancing Market Energy and Bid Production Cost Guarantees Ancillary Services (Black Start, VSS, Regulation, Operating Reserves) Load Serving Entities Day Ahead & Balancing Market Energy Ancillary Services, Residuals, Supplier Uplift Allocations, and Other Charges Transaction Customers Day Ahead & Balancing Market Energy Day Ahead & Balancing Market Replacement Energy Day Ahead & Balancing Market Transmission Usage Charges Day Ahead & Real-Time Bid Production Cost Guarantee Ancillary Services, Residuals, Supplier Uplift Allocations, and Other Charges Virtual Market Customers Day Ahead & Real Time Market Virtual Energy Transmission Congestion Contract Customers Rent Day Ahead Demand Response Program Customers Transmission Owners DAM Congestion Rent and NYPA NTAC

13 DSS Versioning Strategy BAS Settlement Versions Advisory 1 Advisory 2 Advisory 3 Advisory 4 Invoice From Advisory 4 Advisory 5 Invoice DSS Settlement Versions Version 0 Version 0 Version 0 Version 0 Version 1 Invoice Version 0 Version 2 Invoice Key Point: Version 0, when it exist, represents the latest version of settlement data. If Version 0 does not exist, then the latest settlement will be the invoice with the highest Version Invoice #.

14 DSS Data Availability Availability dependent upon release dates. Balancing Market Settlements; July, 2003 DAM, Virtual and TCC markets; October, 2003 Power Supplier and LSE Ancillaries, Transactions and DADRP; December, 2003 As settlements prior to release dates are re-spun, additional data becomes available. See Lists of Interval Days and Invoice Versions in DSS Historic data will not be available

15 DSS Corporate Reports Settlement Summary Reports Settlement Results Report Settlement Version Comparison Report Administrative Reports Settlement Version Control Log List of Interval Days & Invoice Versions Contained in DSS Settlement Details Reports One per market settlement for all NYISO Markets

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19 Business Scenarios Corporate Reports Scenario (#1A) - Review Settlement Results Scenario (#1B) - Compare Invoice Versions Scenario (#1C) - Review Power Supplier DAM Energy Settlement Details

20 Scenario (#1A) Review Settlement Results Actor: Manny Figures, II (Accountant, Joe s Public Authority) Business Scenario: It is the end of the month, and Manny needs to do his month-end closing activities. The NYISO monthly Consolidated Invoice has not been published and he must make his accounting entries, so he needs to estimate the charges/payments expected on the invoice in order to make the appropriate entries into JPA s general ledger (GL) system. The desired report is also needed to quickly verify the amounts. DSS Activity: Manny will use the DSS to review a pre-defined Corporate Report summarizing the prior month s NYISO settlements, which can be used to drill-up and down to review the settlement results at different time granularities. Illustrates: To access a pre-defined standard Corporate Report to quickly analyze (drill up and down)

21 Scenario (#1A) Review Settlement Results Corporate Report= Settlement Results Report (Summary) Example Parameters: Organization Name = Organization Invoice Version = 1 Range of Interval Days = 09/01/ /05/2003 Corporate Report= Settlement Results Report (PS Summary) Example Parameters: Organization Name = Organization Invoice Version = 1 Range of Interval Days = 09/01/ /05/2003

22 Scenario (#1B) Compare Invoice Versions Actor: Bill Gates, Jr. (Settlement Manager, SuperEnergy) Business Scenario: It is the beginning of the month, and NYISO has just issued the latest Consolidated Invoice for SuperEnergy. Bill takes a look, and notices that NYISO has made adjustments to a prior month s invoice data. Bill now wants to determine what has changed from the past invoice on the current invoice for that month. Bill would like to know as much detail as he can regarding the change, not just the total amount of the difference. DSS Activity: Bill will use the DSS to review a pre-defined Corporate Report that compares two different NYISO invoice versions, which can be used to drill-up and down to review the variances at different time granularities. Illustrates: To access a pre-defined standard Corporate Report to quickly analyze (drill up and down)

23 Scenario (#1B) Compare Invoice Versions Corporate Report = Settlement Version Comparison Report (Summary) Example Parameters: Organization Name = Organization st Invoice Version = 1 2nd Invoice Version = 2 Invoice Month = September 2003 Range of Interval Days = 01 to 30 Corporate Report = Settlement Version Comparison Report (LSE Summary) Example Parameters: Organization Name = Organization st Invoice Version = 1 2nd Invoice Version = 2 Invoice Month = September 2003 Range of Interval Days = 01 to 30

24 Scenario (#1C) Review Power Supplier DAM Energy Settlement Details Actor: Austin Powers (Generation Trader, Mini-Me Generating) Business Scenario: Austin was reviewing a NYISO settlements summary report (provided by his settlement analyst) when he noticed that DAM market settlements were much lower than expected. So, he wants to review the details of the calculation to see if the difference can be explained. DSS Activity: Austin will use the DSS to review a pre-defined Corporate Report for the Power Supplier DAM Energy Settlement Details to see if he can explain the lower-than-expected settlement values. Illustrates: To access a pre-defined standard Corporate Report to quickly analyze data in the DSS Specifically analyzing the settlement results and billing determinants of the power supplier DAM energy settlement calculation

25 Scenario (#1C) Review Power Supplier DAM Energy Settlement Details Corporate Report = Power Supplier DAM Energy Settlement Details Example Parameters: Organization Name = Organization Generator Name = * Interval Day / Version = 09/24/2003 V2

26 Conceptual Data Models

27 Conceptual Data Models Document the primary relationships between related data entities Can assist with identifying the causes of Cartesian Product error messages

28 Power Supplier Conceptual Model ZONES DAYS SUBZONES BILLING VERSIONS HOURS GENERATORS GENERATOR FACTS SCD INTERVALS TIME ORGANIZATIONS

29 LSE Conceptual Model ZONES DAYS SUBZONES BILLING VERSIONS HOURS LOAD BUSES LOAD FACTS SCD INTERVALS LOAD SERVING ENTITIES TIME ORGANIZATIONS

30 Transaction Customers Conceptual Model ZONES DAYS ZONES SUBZONES BILLING VERSIONS HOURS SUBZONES LOAD BUSES TRANSACTION CONTRACTS TRANSMISSION CUSTOMER FACTS SCD INTERVALS GENERATORS TIME LOAD SERVING ENTITIES ORGANIZATIONS ORGANIZATIONS

31 TCC Customers Conceptual Model BILLING VERSIONS DAYS TCC TCC FACTS HOURS ORGANIZATIONS TIME

32 Virtual Market Customers Conceptual Model ORGANIZATIONS VIRTUAL BID ENTITY DAYS ZONE BILLING VERSIONS HOURS VIRTUAL SUPPLY BUS VIRTUAL MARKET FACTS SCD INTERVALS VIRTUAL LOAD BUS TIME

33 DADRP Conceptual Model LSE ORGANIZATIONS LOAD SERVING ENTITIES BILLING VERSIONS DAYS DEMAND RESPONSE BUSES DADRP FACTS HOURS TIME DR PROVIDER ORGANIZATIONS

34 Transmission Owners Conceptual Model BILLING VERSIONS DAYS TRANSMISSION PROVIDERS TO FACTS HOURS ORGANIZATIONS TIME

35 Business Objects Universe Overview

36 Business Objects Universe Overview What is a Universe? The approach used to present the custom querying and reporting environment to users in a simplified manner. Logical grouping of data elements to make custom querying quicker and easier Universes High Level Organization Classes / Sub-Classes More focused but still high level Objects detailed level of data (actual data elements)

37 BO Universe Design Examples Universe: Universe: Power Suppliers Virtual Market Customers Class/Sub-class: Class/Sub-class: Organization Virtual Supply Market / Virtual Objects: Supply Bus Organization Name Objects: Organization Type Virtual Supply Bus Name Virtual Supply Bus PTID Class/Sub-class: DAM Energy Settlement / Class/Sub-class: Hourly / Settlement Results Virtual Load Market / BalMkt Objects: Virtual Load Settlement / SCD / Billing Determinants Hourly DAM Energy Settlement ($) Objects: Hourly DAM Loss Settlement Hourly DAM Virtual Load ($) Energy (MW) Hourly DAM Congestion SCD RT Energy Price :Virtual Settlement ($) Load Bus ($/MW) Hourly Total DAM Settlement SCD RT Loss Price :Virtual ($) Load Bus ($/MW) SCD RT Congestion Price :Virtual Load Bus ($/MW)

38 BO Universe High Level Design Within the many DSS BO Universes, data elements are initially broken down into 2 types: Dimensions Data elements that describe the data Common Dimensions (across Universe)» Date/Time» Invoice Version» Etc. Universe Specific» Generators» Load Serving Entities» Transaction Contracts» TCCs Facts Data elements containing desired values (actual values) For example: Scheduled Energy, Market Prices, Basepoints, Load Forecasts, etc.

39 BO Universe High Level Design Factual data elements are organized in a manner to highlight the settlement algorithm Initially they are identified by settlement DAM Energy for Power Suppliers Balancing Market LBMP Energy for Transaction Customers TCC Rent Etc. Next they are broken down by time granularity (daily, hourly, SCD level) Then they are broken down into 4 categories based on purpose in the settlement Settlement Results Intermediate Calculations Billing Determinants Other Related Data Elements

40 Example & Exercises Find: Load Universe The SCD-level RT market prices ($/MW) used in the load settlement A load bus SCD-level RT Actual Load (MW) used in the load settlement A load bus NYISO PTID Power Supplier Universe The daily BPCG Settlement ($) for a generator A generator s DAM Generation Bid A generator s NYISO PTID Transaction Universe A Source Generator Name for a Transaction Contract A Transaction Contract s SCD-level RT Scheduled Energy (MW) TCC Universe A TCC s hourly TCC Capacity (MW) Virtual Market Universe Hourly DAM Virtual Load Energy (MW) Hourly DAM Virtual Supply Settlement ($)

41 Business Objects Demo

42 Custom Query Creation

43 Custom Query Creation

44 Custom Query Creation Main Query Panel

45 Custom Query Creation Defining the Result Set

46 Custom Query Creation Defining the Query Conditions (data set)

47 Custom Query Creation Initial Report Results

48 Custom Query Creation Custom Report Formatting

49 Business Scenarios Instructor Led and Hands On Exercises

50 Training Environment Data Data has been masked to maintain confidentiality! Data available: September 2003 Invoice Versions 1 & 2 (1 is a partial set)

51 Gotchas Here are a few scenarios to watch out for: In general: Failure to define appropriate conditions Failure to include the appropriate dimensional data elements in your result set Including mixed time-granularities in your result set Building queries with incompatible objects (Cartesian products) Slow performing queries due to inefficient query design

52 Business Scenarios Basic Custom Queries & Reports Scenario (#2A) - Power Supplier Asset Management Bid Strategy Analysis Scenario (#2B) - Load Serving Entity Energy Procurement Strategy Analysis Scenario (#2C) - Transaction Customer Management Reporting Scenario (#2D) - Load Serving Entity - Ancillary Service Analysis Scenario (#2E) Power Supplier Ancillary Service Summary

53 Scenario (#2A) Power Supplier Asset Management Bid Strategy Analysis Actor: Jimmy Buffet (Asset Manager, Key West Power) Business Scenario: Jimmy is responsible for managing Key West Power s generators, including assisting the traders with bid strategy. He needs to review their DAM Energy Schedules (MW) and DAM Prices ($/MW) against their DAM Generation Bids to determine how successful their bid strategy is for the Day Ahead Market. DSS Activity: Jimmy will design and build a basic query to report the generator DAM Schedules and Prices (hourly level) alongside their DAM Generation Bids for a given interval day/version. Illustrates: To design and build a basic ad-hoc query/report and quickly format, then review the report and print/export data from the DSS. Specifically the Power Supplier Universe.

54 Scenario (#2A) Power Supplier Asset Management Bid Strategy Analysis Universe = Customer Settlements Power Suppliers Results Set = Org Name, Gen Name, Gen PTID Interval Day-Version, Interval Start Hour (Eastern) Hr DAM Sched Gen (MW) DAM Total Price - Gen ($/MW) Hr DAM Gen Bid Type Ind, DAM Gen Bid Dispatch Seg Block, DAM Gen Bid Dispatch Seg - Curve Hr DAM Gen Bid Min Gen (MW) Hr DAM Gen Bid Min Gen Cost ($) Hr DAM Gen Bid Gen 1-6 (MW) Hr DAM Gen Bid Price 1-6 ($/MW) Conditions = Interval Day-Version = 09/23/2003 V2 Organization Name = Organization Formatting / Actions: Rearrange column order Expand column widths to show data Apply wrap text feature to column headers & widen row to display text Change report title to something like DAM Schedule vs. DAM Gen Bid Change text characteristics on report title (font, centered, color, etc.) Apply a section break to Org Name, Gen Name/PTID, and add a subtotal to the DAM Schedule (MW) column Insert cell for literal text on Org Name and Gen Name/PTID, & re-arrange so that literal precedes values

55 Scenario (#2B) Load Serving Entity Energy Procurement Strategy Analysis Actor: Minnie Mouse (Energy Procurement, Imagination Land) Business Scenario: Minnie is responsible for purchasing energy to meet Imagination Land s power demand. After real time consumption, she maintains a report that summarizes actual load vs. their forecasted load, with their load bids, by load bus. Minnie needs to obtain the data for the report for the past couple of days to update her report. DSS Activity: Minnie will design and build a basic query to report the company s real-time actual load (MWh), forecasted load (MW) (from their bids), and their fixed and price capped load bids. Illustrates: To design and build a basic ad-hoc query/report to quickly review, and print/export data, in/from the DSS Specifically the Load Serving Entity Universe, real-time actual load (MWh), forecasted load (MW) (from their bids), and load bids.

56 Scenario (#2B) Load Serving Entity Energy Procurement Strategy Analysis Universe = Customer Settlements Loads Results Set = Org Name LSE Name, LSE PTID Load Bus Name, Load Bus PTID Interval Day-Version, Interval Start Hour (Eastern) Hr RT Actual Load (MWh) Hr DAM Load Bid Frcst Load (MW) Hr DAM Load Bid -Fix Load (MW) Hr DAM Load Bid PrCap -Pr 1-3 ($/MW), Hr DAM Load Bid PrCap -Ld 1-3 (MW) Conditions = Interval Day-Version = 09/10/2003 V2 Organization Name = Organization Formatting / Actions: Rearrange column order Expand column widths to show data Apply wrap text feature to column headers & widen row to display text Change report title to something like Load (Actual & Forecast) vs. Load Bid Change text characteristics on report title (font, centered, color, etc.) Apply a section break to Org Name, LSE Name/PTID, Load Bus Name/PTID, Interval Day, & add a subtotal to actual and forecast load Insert cell for literal text on all section breaks, and re-arrange so that literal precedes values

57 Scenario (#2C) Transaction Customer Management Reporting Actor: Bill Apprentice (Energy Purchasing Director, Trumpet Properties) Business Scenario: Bill won the contest, and is now responsible for acquiring energy for several major Trumpet-owned corporate buildings in NYC. He has decided to purchase the energy from the NYISO markets. His new boss Don is requesting a daily month-to-date report showing the total direct costs of the energy by Transaction Contract by day for the given month. DSS Activity: Joe will design and build a basic query to report the company s daily Market Energy Exports (LBMP) settlements, including the Bid Cost Guarantee settlement, if applicable. Illustrates: To design and build a basic ad-hoc query/report to quickly review, and print/export data, in/from the DSS Specifically the Transaction Customer Universe, DAM & Balancing Market Energy settlements, and Bid Cost Guarantee.

58 Scenario (#2C) Transaction Customer Management Reporting Universe = Customer Settlements Transactions Results Set = TC Org Name TransCnt ID Interval Start Day (Eastern) Day DAM Total LBMP Stlmnt ($) Day BalMkt Total LBMP Stlmnt ($) Day DAM Trans BPCG ($) Day RT Trans BPCG ($) Conditions = TransCnt Transaction Type = LBMP TransCnt Transaction Category = Export TC Org Name = Organization Month Year Tag = <PROMPT> - use September 2003 Latest Version Ind = Y Formatting / Actions: Rearrange column order Expand column widths to show data Apply wrap text feature to column headers & widen row to display text Change report title to something like Trumpet Towers Daily Energy Report Change text characteristics on report title (font, centered, color, etc.) Apply a section break to TC Org Name, & add a subtotal to all settlement columns Insert cell for literal text on all section breaks, and re-arrange so that literal precedes values

59 Scenario (#2D) Load Serving Entity - Ancillary Service Analysis Actor: Monica Friend (Settlement Analyst, Load.com) Business Scenario: Monica s company purchased load from NYISO during the given month, and has been actively monitoring their direct energy costs. But at the end of the month, Monica is responsible for reporting and verifying the overhead costs (LSE Ancillary Services and other allocations/charges). So, she needs to create a report that shows all of their LSE AS allocations/charges for Load.com by day and by allocation/charge for the given month. DSS Activity: Monica will design and build a report that shows all LSE AS settlement results ($) by day by allocation/charge for the given month. Illustrates: To design and build a basic ad-hoc query/report to quickly review, and print/export data, in/from the DSS Specifically the Load Universe, LSE Ancillary Service settlements.

60 Scenario (#2D) Load Serving Entity - Ancillary Service Analysis Universe = Customer Settlements LSE Ancillary Services Results Set = Org Name, Interval Start Day (Eastern) Day MST Sched 1 Stlmnt - LSE ($), Day OATT Sched 1 Stlmnt - LSE ($), Day VSS Stlmnt - LSE ($), Day Regulation Stlmnt - LSE ($), Day Op Res Stlmnt - LSE ($), Day Black Start Stlmnt - LSE ($) Day DAM Resid Engy Stlmnt - LSE ($), Day DAM Resid Loss Stlmnt - LSE ($), Day Bal Resid Engy Stlmnt - LSE ($), Day Bal Resid Loss Stlmnt - LSE ($), Day Bal Resid Cong Stlmnt - LSE ($) Day Imp ECA Sup Gnt Stlmnt -LSE ($), Day DAM Mrgn Assrnc Stlmnt- LSE ($), Day DAM MgnAssrnc LRR Stlmt-LSE ($), Day ELR DAM MargAsrc Stlmnt-LSE ($) Day DAM BPCG Stlmnt - LSE ($), Day RT BPCG Stlmnt - LSE ($), Day DAM Trans BPCG Stlmnt - LSE ($), Day RT Trans BPCG Stlmnt - LSE ($), Day DAM BPCG LRR Stlmnt - LSE ($), Day RT BPCG LRR Stlmnt - LSE ($) Day DAM BPCG Forecast Stlmnt ($), Day DADRP Stlmnt ($), Day NTAC Stlmnt - LSE ($) Day Emergency Purch Stlmnt -LSE ($), Day Emrgency Sales Stlmnt - LSE ($) Conditions = Org Name = Organization Month Year Tag = <PROMPT> -use September 2003, Latest Version Ind = Y Formatting / Actions: Rearrange column order Expand column widths to show data Apply wrap text feature to column headers & widen row to display text Change report title to something like LSE AS Settlements Change text characteristics on report title (font, centered, color, etc.) Apply a section break to Org Name, & add a subtotal to all settlement columns Insert cell for literal text on all section breaks, and re-arrange so that literal precedes values

61 Scenario (#2E) Power Supplier Ancillary Service Settlement Summary Actor: Jack Bauer (Settlement Analyst, 24Hr Supply) Business Scenario: Jack has been put in charge of a mission to ensure that 24Hr Supply s generation capacity is earning at its maximum market level. His focus has been evaluating their participation in the Ancillary Services markets. So, Jack needs a report that will summarize the prior month s ancillary service settlements for all 24Hr s generators by day by settlement, to see if he can identify any suspects for additional market opportunity. DSS Activity: Jack will design and build a report that shows all PS AS settlement results ($) by day by settlement for the given month. Illustrates: To design and build a basic ad-hoc query/report to quickly review, and print/export data, in/from the DSS Specifically the Power Supplier Universe, PS Ancillary Service settlements.

62 Scenario (#2E) Power Supplier Ancillary Service Summary Universe = Customer Settlements PS Ancillary Services Results Set = Org Name, Gen Name, Interval Start Day (Eastern) Day Black Start Stlmnt ($), Day VSS Stlmnt ($), Day VSS LOC Stlmnt ($) Day DAM Reg Avail Stlmnt ($), Day SUP Reg Avail Stlmnt ($), Day Reg Replacement Cost ($), Day Reg Penalty ($) Day DAM 10Sync Avail Stlmnt ($), Day Sup 10Sync Avail Stlmnt ($), Day 10Sync Reduct Stlmnt ($) Day DAM 10NSync Avail Stlmnt ($), Day Sup 10NSync Avail Stlmnt ($), Day 10NSync Reduct Stlmnt ($) Day DAM 30Min Avail Stlmnt ($), Day Sup 30Min Avail Stlmnt ($), Day 30Min Reduct Stlmnt ($) Day Op Res LOC Stlmnt ($), Day Adj 10NSync LOC Stlmnt ($), Day 10Min Shortfall Stlmnt ($) Conditions = Org Name = Organization Month Year Tag = <PROMPT> - use September 2003, Latest Version Ind = Y Formatting / Actions: Rearrange column order Expand column widths to show data Apply wrap text feature to column headers & widen row to display text Change report title to something like PS AS Settlement Summary Change text characteristics on report title (font, centered, color, etc.) Apply a section break to Org Name and Gen Name & add a subtotal to all settlement columns Insert cell for literal text on all section breaks, and re-arrange so that literal precedes values

63 Saving, Printing, Exporting Once a report has been created, it can be: Saved as a Business Objects Report (template) Saved As a report with data and formatting Printed to hardcopy Exported to other applications (i.e. Excel)

64 BO Automatic Summation Feature ( pink circles and blue boxes ) Business Objects will automatically roll-up data in your query to the lowest level of dimensional data granularity So, if your data is from the SCD-level and the lowest dimensional grain in your query is hourly, your SCD data will be summed and reported at the hour.

65 BO Automatic Summation Feature ( pink circles and blue boxes ) But, what is summed and what defines the lowest dimensional grain? Pink Circles are the summable objects that will be automatically rolled-up Blue Boxes are the data elements that define the lowest level dimensional grain NOTE: Summable (pink circles) vs. Nonsummable (blue boxes) is not exactly the same as factual and dimensional

66 Business Scenarios Intermediate Custom Queries & Reports Scenario (#3A) - Summarize LSE Balancing Market Settlement Results Scenario (#3B) - Summarize Transaction Contracts Scenario (#3C) - Summarize PS Energy Settlement Results

67 Scenario (#3A) Summarize LSE Balancing Market Settlement Results Actor: Jennifer Load (Settlement Analyst, MicroLoad) Business Scenario: Jennifer s management team needs her to provide them a report summarizing how much balancing energy charges they incurred during TBD (given month). They asked to see it totaled for the month by load bus, but they also would like to see the daily result details. It might also be helpful for them to see it totaled by zone and subzone. DSS Activity: So, Jennifer will use the DSS to create a set of custom reports: BalMkt Load $ for a month by LSE/Load Bus BalMkt Load $ for a month by Day/LSE/Load Bus BalMkt Load $ for a month by Day/Zone/Subzone Illustrates: To create a set of ad-hoc queries/reports which summarize NYISO settlement results using several different dimensions Specifically to review the LSE Universe, Balancing Market Settlement results, and the DSS s automatic summation feature.

68 Scenario (#3A) Summarize LSE Balancing Market Settlement Results Universe = Customer Settlements Loads 1st Report Results Set = Org Name LSE Name, Load Bus Name Month Year Tag Hr Total BalMkt Stlmnt - LSE ($) Hr BalMkt Cong Stlmnt - LSE ($) Hr BalMkt Energy Stlmnt - LSE ($) Hr BalMkt Loss Stlmnt - LSE ($) 2nd Report ADD = Interval Start Day (Eastern) 3rd Report REMOVE: LSE Name Load Bus Name ADD: Subzone Name Zone Name Conditions (all 3 reports) = Month Year Tag = September 2003 Organization Name = Organization Invoice Version = 2

69 Scenario (#3B) Summarize Transaction Contracts Actor: Javier Lopez (Settlement Manager, PowerSchedulers) Business Scenario: Javier wants to create a report which summarizes all of PowerSchedulers NYISO energy transactions for a given period of time. He d like one report which shows total settlements for his Organization by day and Transaction Category, and a second report which provides the supporting details by Transaction Contract (including source & sink locations) by hour. DSS Activity: So, Javier will use the DSS to create a set of custom reports: Transaction details and results for a range of days: by organization/transaction category/day by organization/transaction contract/hour Illustrates: To create a set of ad-hoc queries/reports which summarize NYISO settlement results using several different dimensions Specifically to review the Transaction Customer Universe, DAM & Balancing Market Settlement results, and the DSS s automatic summation feature.

70 Scenario (#3B) Summarize Transaction Contracts Universe = Customer Settlements Transaction Customer 1st Report Results Set = TC Org Name TransCnt Transaction Category Interval Day-Version Hr Total DAM TUC Stlmnt ($), Hr Total BalMkt TUC Stlmnt ($) Hr DAM Total LBMP Stlmnt ($), Hr BalMkt Total LBMP Stlmnt ($) Hr Total DAM Repl Stlmnt ($), Hr Total BalMkt Repl Stlmnt ($) Day DAM Trans BPCG ($), Day RT Trans BPCG ($) 2nd Report ADD = (others remain the same as 1st reports) TransCnt ID Interval Start Hour (Eastern) TransCnt Gen Name TransCnt Load Bus Name REMOVE = Day DAM Trans BPCG ($) & Day RT Trans BPCG ($) since they are daily only results! Conditions = Range of Internal Start Day (Eastern) = 09/23/2003 to 09/26/2003 TC Organization Name = Organization Latest Version Ind = Y

71 Scenario (#3C) Summarize PS Energy Settlement Results Actor: Mike Logan (Summer Intern, Global Generation MegaCorp) Business Scenario: Mike has been asked to create some reports for Global s generation team. The team would like him to provide them a report summarizing how much DAM & balancing energy charges they incurred during a given month as an organization by day. It might also be helpful for them to see the supporting details totaled by generator. DSS Activity: So, Mike will use the DSS to create a set of custom reports: DAM & BalMkt Settlements $ for a month by Day/Organization DAM & BalMkt Settlements $ for a month by Hour/Generator Illustrates: To create a set of ad-hoc queries/reports which summarize NYISO settlement results using several different dimensions Specifically to review the Power Supplier Universe, DAM & Balancing Market Settlement results, and the DSS s automatic summation feature.

72 Scenario (#3C) Summarize PS Energy Settlement Results Universe = Customer Settlements Power Supplier 1st Report Results Set = Org Name Interval Start Day (Eastern) Hr Total DAM Stlmnt -Gen ($) Hr Total BalMkt Stlmnt - Gen ($) 2nd Report ADD = Interval Start Hour (Eastern) Gen Name, Gen PTID Conditions = Month Year Tag = September 2003 Organization Name = Organization Invoice Version = 2

73 Additional Intermediate Features (Time Permitting) Multiple tables and tabs in a single report. Data can be presented graphically (charts and graphs). Reports can be created with data from multiple universes. Data can be calculated from the data elements provided.

74 Using Web Intelligence Another alternative BO Toolset. Recommended only for: Simple data queries, with limited analysis and formatting. Straightforward data collection. Easy exports to MS Excel.

75 Custom Query Creation Web Intelligence

76 Custom Query Creation Web Intelligence (Main Panel)