Greenbyte Documentation

Budget deviation waterfall

The chart works for solar assets and compares the actual energy of a portfolio, site, or device, to its budgeted energy – how much energy you expected it to produce – and visualizes the causes of any deviations.

budget_deviation_waterfall.jpg

You are held accountable to your owners, investors, or employers against your default budget – or maybe several different budgets (P90, P50 etc.). Budgets typically include expectations as to what sort of losses are likely to affect the asset or what sort of resource will be available (Resource Index). These could include:

  • Amount of sunshine (irradiation) likely to hit the panels this month

  • Budget for performance losses

  • Budget for curtailment losses

  • Budget for downtime losses

This means that a budget is not an empirical measure of what a solar array (measured at inverter) could produce, but is rather a human estimate of what it should produce in a given month, given the likely amount of sunshine and availability. This chart helps you see how accurate that estimate was.

Tip

This widget works best on dashboards with one column.

The chart looks at the gap between your budgeted energy and energy actual. Energy Actual is calculated using Energy With Fallback.

The deviations are divided into three categories, which are listed below with the signals used to calculate them.

Category

Solar Signal

Weather adjustment

Weather Adjustment (Inverter). Visualizes the impact of actual irradiation compared to budgeted irradiation. This means that the extra sunshine not included in the budget is displayed here as a green gain.

Performance ratio deviation

Performance Ratio Budget Deviation (Inverter). This includes all budgeted performance, curtailment, and downtime losses included in the overall budget bar at the top MINUS all the actual losses to these categories. This is why this bar is called a deviation – it shows the deviation of the losses/gains that happened in real life compared to the budgeted losses.

Residual

Residual Budget Deviation (Inverter)

For each category, you can see both the energy figure and the percentage of budgeted energy that it represents.

Tip

The Budget Deviation Waterfall (BDW) is designed to be a companion widget to the Loss Analysis Waterfall (LAW), so we recommend displaying them together on the same dashboard.

This allows you to compare and contrast losses in a meaningful way. For example: “Aaargh - I have big losses on Performance! But when I look at the BDW I see that the Performance Ratio Deviation is pretty small, so actually most of these losses were already budgeted for. Hooray!”

Drill down to find the WHY behind your losses

On the right side of the chart you can see the 5 top offenders on the next asset level.

  • For the portfolio you'll see the sites deviating the most from budget and the size of their deviations.

  • For a site you see the devices deviating the most from budget and the size of their deviations.

The top offenders list normally shows the top offenders for all categories, but you can click a category to see the top offenders for only that category.

  • Click the close button in the category popup to show the total deviations again.

  • To drill down to the next asset level, click on one of the top offenders. The widget will switch to show the chart for that asset instead. Click on a site name in a portfolio chart to see the chart for the selected site.

  • Click a device in a site chart to see the chart for that device.

  • The breadcrumbs at the top, e g Portfolio > Site 1 > Device 3, show which asset is presented in the chart and enables you to navigate back to higher levels.

Tip

This widget relies on a number of signals. In order to ensure that they all work, the following settings need to be made:

Type

Chart

Context

Analyze, Reports

Scope

Portfolio, Site, Inverter