The Edit Menu

The Edit Menu provides access to the following EMarketOffer features:

• Opening a Secondary Window
• Editing Watch Lists
• Report and Graph Generation
• Opening Supply Curve and Offer Graphs
• Editing Regions
• Editing Company Details
• Editing Excluded Item lists

The Open New Window Option

Purpose

Opens a separate Secondary Window of the same type (Map or Information Grid) as that currently displayed in the Main Window Display Panel.

The Watch Lists Option

Watch Lists support the function of Watch Windows which allow you to keep information of interest visible on-screen as you move through different features of the Presentation Interface. A Watch Window contains text tables of information about Modelled Items that automatically update as you change the Current Data Set.

A Watch List is a 'template' specifying the elements included in any Watch Window based with the List. The Edit Watch Lists function allows you to maintain your own set of Watch Lists for items that you want to monitor routinely.

Watch Window

A Watch Window contains a subset of all instances of a specific Modelled Item. A window can display instances for only one modelled item. Hence it is possible to talk of a Circuits Watch Window, or a Nodes Watch Window. Watch Window contents are automatically updated when the Current Data Set is changed. Several Watch Windows can be opened simultaneously to display instances from either the same or different modelled items.

A Watch Window can be opened for any one of the following modelled Items:

• Nodes
• Substations
• Regions
• Units
• Generators
• Circuits
• Equations

Watch List

A Watch List is a previously prepared list of instances that you will often want to see together in a Watch Window. Watch Windows based on a Watch List can be opened from the Watch List Window. Watch Lists are also accessible in drop down lists in any open Watch Window. Watch Lists are persistent between EMarketOffer sessions for each Client workstation installation.

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NOTE: Because EMarketOffer allows you to create your own instances of Modelled Items (e.g. new Nodes and Circuits) the set of all instances for a Modelled Item is unbounded. It is therefore possible to create a Watch List containing Item instances that are not common to all Data Sources. Watch Lists can be applied to any Data Source, however EMarketOffer simply ignores those instances in a Watch List for which the Current Data Set has no information. For example a Watch List created with a user-defined injection Node for use in some Forecast Definitions will ignore the Node (i.e. will it not appear) in a Watch Window based on this List when it is applied to historical (Market) data.

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A Watch Window displays important attributes for a list of specific instances of a Modelled Item. The instances in a list are a subset of all instances of that Modelled Item. Only instances of one Modelled Item can be displayed in any one Watch Window.

The following list defines the items for which you can open Watch Windows:

• Node
• Substation
• Region
• Unit
• Generator
• Circuit
• Equation Constraints
• Reserve Region
• Company

The Watch Window

Access

Using the Open Watch List Button on the Watch List Window or when an Item is added to the default Watch List invoked through the right-click menu on the Map.

Purpose

To show the Current Data Set values for a specific Modelled Item.

Features

Feature	Purpose
Title Bar	Displays information about the Watch Window
Save to File Button	Allows you to save a copy of the Watched Instances Grid as a csv formatted file
Watch List Selector	Provides a drop down selection of all Watch Lists for the appropriate Modelled Item (e.g. Nodes). Selecting a Watch List replaces the instances displayed in the current Watched Instances Grid with those from the Watch List.
Edit Watch Lists Button	Opens the Watch Lists Window where you can edit exiting and create new Watch Lists.
Keep In Front Check Box	Checking this box keeps the Watch List displayed in front of the Main Window
Watched Instances Grid	Displays period-specific data for the selected instances of the Watched Item. Data in the Grid can be sorted alphanumerically by any column and data can be cut and pasted to and from the Windows clipboard. The section on Watch Window Items details which data is displayed for each Watched Item.

The Watch List Window

Access

Either through the Watch list Option under the Edit menu of the Main Window, or by clicking the Edit Watch Lists Button on a Watch Window.

Purpose

To maintain a useful stock of Watch Lists.

Features

Feature	Purpose
Item Type Selector	Selects a Modeled Item for the Watch Window from a drop down list
Watch List Selector	Selects a Watch List from those already created for the selected Modelled Item. Selecting a Watch List displays the named instances in the Watched Instances Grid.
New Watch List Button	Creates a new Watch List
Delete Watch List Button	Deletes the currently displayed Watch List and all its watched instances.
Rename Watch List	Opens a Dialogue box allowing you to enter a new name for the currently selected Watch List
Open Watch List Button	Opens a Watch Window based on the selected Watch List and displays Watched Instance data from the Current Data Set.
Watched Instances Grid	Displays the instances associated with the selected Watch List, new instances can be added to the grid either by selecting from the instances in the Current Data Set or by typing the name of the instance.

>> To create a new Watch List for the selected Modelled Item:

1. Click the New Button to open the Create Watch List Dialogue Box.
2. Enter a name for your new Watch List and click OK
3. Use the blank Watched Instances Grid to add instances to the List

>> To add new instances to the List:

1. Click the arrow head in the empty row at the foot of the grid and select the instance from the drop down list; or
2. Click on the empty row at the foot of the grid and start typing the name of the instance you want if the instance is in the current data sources the auto-fill feature will attempt to complete the name for you

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NOTE: Using <BACKSPACE> during text entry will turn off the auto-fill function. This allows you to create Watch Lists with instances that may not appear in the current data source

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>> To delete an instance from the Grid:

1. Click on the instance name in the Watched Instances Grid (grid will have a pale grey outline)
2. Press the <DELETE> key

The Reports and Graphs Option

EMarketOffer's reporting and charting is designed for practicality to allow easy export of results to other applications for post-processing.

Reporting and Graphing Concepts

The reporting function allows you to output dynamic data from the Current Data Source to:

• A csv formatted text file
• A Chart

The content of any one Report Output will be a single trait for multiple instances of a single Modelled Item e.g:

• Attribute = Load
• Modelled Item = Node
• Instances = ADD011 and KEN0331

Reports can be collected together into batches which can be saved for later use with the same or a different data source.

The Reports Window

Access

The Reports and Graphs option in the Main Window Edit Menu.

Purpose

To specify single and batched Reports, in Chart or .csv file format.

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NOTE: The Batch-related panels can be made smaller or larger by clicking and dragging on the Movable Divider at the head of the Batch Control Panel (placing your mouse over the divider will change the cursor to a horizontal bar crossed with a double-headed arrow). This allows you control the size of the display of Batch and Batch Components lists.

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Features

Feature	Purpose
Modeled Item Browser	An expandable tree which allows you to select the Modeled Item for a Report or Chart. Note that only one Modeled Item from the browser can be selected for a Report or Chart.
Date and Time Selectors	Selects the Start/Finish time and date for the Report or Chart
CSV/Graph/All/Selected Tick boxes	Toggles the output type from Report to General Purpose Chart and allows you to select if all or just selected instances will be included in the Report
Times in Columns Check Box	Orders Report output so that the time dimensions is carried across columns. If not checked the time dimension is carried across rows.
Open Immediately Check Box	Causes a report to be opened directly after it is saved using whichever program is registered to open csv formatted files on your workstation. If not checked the file is saved but not opened. (Reports only)
Create Report/Graph Button	Saves the csv file to the specified location or opens a chart window
Item Selection Drop Down List	Selects instances of the Modelled Item to be included in the report. Only visible when: The Chart radio button is checked; or The Selected Instances radio button is checked Any Watch Lists of instances you have created for the selected Modeled Item will appear in the drop down list.
File Name Field	To specify the file name for the saved report. Note the default file name contains embedded variables (which can be removed): <VersionType> e.g. 'Forecast' or 'Market' <DateFrom> <DateTo> Only visible when the csv radio button is checked
File Location Field	To specify where the csv file will be saved (default is the Reports sub-folder in the EMO data directory)
Report Batch List	Lists the currently defined Batches. Clicking on Batch makes it current and the associated list of reports is displayed in the Reports Contents Panel. Batch names can be edited directly by clicking and typing in the name field
Output Field	Displays the modeled item and its attribute contained in the report
Times in columns check box	Orders Report output so that the time dimensions is carried across columns. If not checked the time dimension is carried across rows. Allows you to change original report configuration at Batch run time.
Open Check Box	Causes a report to be opened directly after it is saved using whichever program is registered to open csv formatted files on your workstation. If not checked the file is saved but not opened. Allows you to change original report configuration at Batch run time
File Path Field	Allows override of the original Report file name and location data.
New Batch Button	Creates a new, empty batch called "_New_" and adds it to the list in the Batch Selection Panel. The new batch can be renamed by clicking the batch name in the Batch Selection Panel and typing replacement name. Note: Reports checked for output as Charts are automatically changed to csv output when added to a batch.
Delete Batch Button	Deletes the current batch (highlighted with a pale grey border in the Batch Selection Panel)
Add Current Report Button	Saves the Report to the current Batch
Remove Report Button	Removes the Report from the current Batch
Run Batch	Produces all Reports in a Batch for the selected date/time range, writing results to the specified file locations and opening any flagged for immediate opening.

Description of the features and operation of the Chart can be found in the General Purpose Chart.

NOTE: The Reporter produces output for the Market, Forecast and Powerflow Case Data Sources only. No output will be produced for future dates in Market Data Source Mode, or for dates outside the Forecast Effective Date Range in Forecast Data Source Mode.

Report Output

Naming and Saving

Reports are saved as CSV format files. By default they are saved in the Reports Folder and are named according to the following convention:

MI_TR_DS_ddMMMyyTPn-ddMMMyyTPn

(e.g. Node_Load_Market__22Dec05TP1-23Dec05TP1)

Where:

• MI = Modelled Item
• TR = Trait
• DS = Data Source
• ddMMMyyTPn - From /To Date and Trading Period

Output Format

Results can be output with the time dimension represented in rows (default) or columns.

The Supply and Demand Option

The Supply and Demand option in the Edit Menu provides access to the following functions:

• Offers Graph
• Supply Curve Chart
• Unmatched Generation Window

The features of the Offers Graph and Supply Curve Chart are discussed in the Charts Section

Unmatched Generation Window

Access

The Unmatched Generation Option under the Supply and Demand sub-menu of the Edit Menu of the Main Window.

Purpose

To provide additional supply information for a Current Data Set drawn from the Market Data Source, by highlighting deviations in dispatched quantities from those that would be expected based on Unit Offers. In most instances these differences are due to:

• Block dispatch (allowing the Generation to alter the dispatch from individual Units as long as group dispatch quantities are maintained)
• Embedded generation
• Security related dispatch

Components

Component	Feature	Purpose
Overruns by Offered Quantity Panel	Gen Name Column	Lists Units generating more than was offered in total for the Current Period (according to market data)
	Unmatched MW Column	= Generation - Total offered quantity (MW)
Offered Price Over-run Panel	Gen Name Column	Lists Units generating more than was offered at or below nodal price for the Current Period (according to market data)
	Unmatched MW Column	= Generation - Total offered quantity at or below price at injection node (MW)
Under-dispatched Panel	Gen Name Column	Lists Units generating less than was offered at or below nodal price for the Current Period (according to market data)
	Unmatched MW Column	= Total offered quantity at or below price at injection node - Generation (MW)

Additional Features

1. Double-clicking in any row opens the Information Window for the associated Unit
2. The Window is closed using the OK button

The Edit Regions Option

Selecting the Regions option from the Main Window Edit Menu opens the Regions Window.

Definition

A Region is a defined set of Substations used to organise Report output.

How EMarketOffer Uses Regions

• No Substation can appear twice in one Region
• A Substation can appear in more than one Region
• A Substation does not need to appear in any Region
• Within a Region user-created Substations are treated in the same way as Substations derived from Market data
• Substations in a Region do not need to be Geographically co-located
• When using a Region to report against a specific Data Source, Substations appearing in the Region but not in the Data Source are ignored

The Regions Window

Access

The Regions option under the Edit menu of the Main Window.

Purpose

To manage the Region Modeled Item to allow:

• Grouping of a useful set of related Substations
• Summary data reporting by Region (e.g. average regional Price, Demand and Generation)
• Regional reporting in Watch Windows

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NOTE: EMarketOffer supports only one global set of Regions which is applied to all Data Sets and Data Sources.

Features

• Region List which displays defined Regions
• Assigned Substation List which displays the Substation assignations for all Regions

Usage

The window opens in summary (All) mode. This is a special mode which displays all Substations assigned to any Region.

>> To create a new Region:

1. Click on the empty row at the foot of the Region List (this automatically switches the Region Window to Edit Mode)
2. Type in the New Region name and press enter

>> To Delete a Region:

1. Click on the cell in the Region List containing the name of the Region to be deleted (the cell will be outlined in pale grey)
2. Press the <Delete> key (no delete confirmation request will be made)

>> To Add a Substation to a Region:

1. Click on the Name of the Region to be edited in the Region List (automatically switches the Window from Summary to Edit mode)
2. Click arrow in the row at the foot of the Assigned Substations List - a drop down list of Substations from the Current Data Set (excluding those already included in the Region) will be displayed
3. Select the required Substation with a mouse click
4. Alternatively Type in the Substation Name (this allows you to include in the Region a substation that is not in the current Data Set)

>> To Delete a Substation from a Region:

1. Click on the Name of the Region to be edited in the Region List
2. Click on a Substation Name in the Assigned Substation List (the cell will be outlined in pale grey)
3. Press the <Delete> button

Sub-Regions

It is possible to define Sub-Regions within a Parent Region. EMarketOffer treats Sub-Regions in the same way as Regions except that a Node assigned to a Sub-Region cannot appear in any other Sub-Region belonging to the Parent Region.

>> To create a Sub-Region:

1. Click on the empty row at the foot of the Region List (this automatically switches the Region Window to Edit Mode)
2. Type of the Sub-Region in the following format:

Parent - Sub

Where:

Parent = Parent Region Name

" - " = the exact text <SPACE> <HYPHEN> <SPACE>

Sub = Sub-Region Name

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NOTE: In Reports summarising regional information EMarketOffer will show totals for individual Sub-Regions, while Parent Region totals will be the sum related to all underlying Nodes whether they are in the Parent Region or any Sub-Region.

The Companies Option

The Companies Option provides access to EMarketOffer's company configuration features.

Definition

The Company Modelled Item is used to analyse the indicative costs, revenues and cash flows of operating as a commercial energy trader in the wholesale Market.

Companies Window

Access

The Companies option in the Main Window Edit Menu.

Purpose

To create, delete and edit the Companies modelled in EMarketOffer.

Features

Feature	Purpose
Companies Grid	List the currently defined Companies
New Button	Creates a new Company called 'New Company' and inserts it into the Companies Grid
Delete Button	Deletes the currently highlighted Company and all its details. This can also be done using the <Delete> key
Open Button	Opens the Company Details Window for editing. This can also be achieved by double-clicking the Company name in the Companies Grid

The Company Details Window

Access

The Companies Window via the Main Window Edit Menu.

Purpose

To describe the commercial details of a Company's generation capacity and retail assets.

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NOTE: EMarketOffer supports only one global set of Companies which is applied to all Data Sets and Data Sources.

Features

Feature	Description
Name Panel	Displays the Company Name. This can be edited by clicking on the Company Name Button to open the Company Name Box
Generator Panel	Specifies Generators owned by a company using a drop down list and gives an indicative cost per MWh of running each Generator
Retail Panel	Name field - Allows you to select a Node at which the Company has Retail Contracts from a drop down list of unselected Nodes Load % field - Indicates the typical percentage of total load at the Node supplied by the Company, entered as a number between 0 and 1 Price field - An indicative retail charge per MWh for supplying power at the Node
Hedges Panel	Node Field - Allows you to select the Reference Node used in the Hedge Contract from a drop down list of unselected Nodes. Start Date Field - The Hedge Contract Start Date End Date Field - The Hedge Contract End Date Start TP Field - The Trading Period in which the Hedge Contract becomes effective End TP Field - The last Effective Trading Period for the Hedge Contract Price Field - The Hedge Contract strike price Quantity Field - The Hedge Contract strike volume

Usage

>> To add a new Generator, Retail Node or Hedge Contract:

1. Click on a column header in the Generator, Retail or Hedges Fields
2. Press the <INSERT> key
3. A new row will be added in the Grid called 'New Generator' or 'New Node' values will be defaulted to zero and dates defaulted to the current calendar date

>> To delete an existing Generator, Retail Node or Hedge Contract:

1. Click on the Generator or Node instance to be deleted (the field will be highlighted with a pale grey border)
2. Press the <DELETE> key

WARNING! To provide maximum flexibility EMarketOffer does not validate Company Generator and Retail Node allocations. It is therefore possible to allocate the same Generator to more than one Company and allocate more than 100% of Retail Load at a Node. Please check your Company allocations carefully if you want Company reporting to accurately capture all Market costs and revenues.

The Excluded Items Option

Access

The Excluded Items option in the Main Window Edit Menu.

Definition

An Excluded Item is a Generator or an Equation Constraint that is not included in EMarketOffer's analysis of Market, Powerflow or Forecast data.

Purpose

To allow the exclusion of:

1. Offers of embedded generators
2. Equation Constraints affecting the HVDC link from your modelling and analysis.

NOTE: When loading Offers and Equation Constraints data into a Forecast Definition, information about excluded items will be loaded into the Definition but flagged as inactive (i.e. they will not play a role in the dispatch calculations). It is possible to activate these Excluded Items by using the editing features in the Forecast Definition Window.

Features

Feature	Purpose
Embedded Generators Grid	Provides a drop down list for adding Generators to the excluded list. Offers for listed Generators will be loaded from file or database as inactive and will not be included in dispatch calculations. Generators can be added simply by typing in the empty cell at the bottom of the grid and removing by highlighting and pressing <Delete>.
Excluded Equations Grid	Provides a drop down list for adding Group Constraints to the excluded list. Listed Group Constraints will be loaded from file or database as inactive and will not be included in dispatch calculations. This list can be edited as for Embedded Generators above.

TIP: The four Group Constraints; DCSA_BenP1Aout, DCSA_BenP1Bout, DCSA_HayP1Aouta and DCSA_HayP1Bout appeared commonly in TPIX data and are used by Transpower to control flows through the HVDC link. These Constraints are modelled internally in EMarketOffer and using them in dispatch causes them to be 'counted twice' leading to frequent infeasibilities. It is recommended that you add these to your excluded items list.

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