An APEX Dashboard for Energy Trading

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1 An APEX Dashboard for Energy Trading Peter de Vaal Speaker Date : : peter.de.vaal@northpool.nl

2 Subjects Building a dashboard with Apex Tabular Data versus Charts Pivot: IR, SQL Pivot or Pipelined Function? The introduction of JET Charts Building Rest API s with ORDS and SQLDev The future: NoSQL, JSON columns 2

3 What is Energy Trading ² European Energy Trade is an Open Market ª Transformed over past 15 years from public services to commercial organisations ª Participating parties are, among others: ª Energy Producers ª Transport Network Organisations (TSOs) ª Energy selling Companies ª Independent Trading companies 3

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7 What Traders need for their work ² Information, information and more information ² Presented for quick overview ² Possibility to zoom in when required ² Requiring as few manual action as possible ² Access to all time series data for analysis ª From Excel, or from programs in R, Java or other 7

8 Why APEX for a dashboard? ² Diversity in Visualisation of Data ª Interactive Reports ª Charts ª Interactive Grids (5.1) ² Agile Development ª Quick implementation of new requirements ² Cloud development 8

9 The Data ² Time series data, such as: ª Power Generation and Demand forecasts and actuals ª Power Trading Prices, intraday and long term ª Commodity (Coal, Gas, Oil, Emission) prices ª Available Generation Capacity of power plants ª Meteo data ² Reference Data, such as: ª Areas (countries, control areas, trading areas) ª Power Plants ª Power Generation Sources ª e.g. Coal, Gas, Nuclear, Wind, Solar, Run-of-the-River 9

10 The Data Model ² Values table with columns: ª timestamp : Start time of an interval (15 or 60 min) ª value : Power value in MWh ª key_id : id of a row describing the value ² Dimensions table (pk = key_id) with columns: ª Provider : Provider of the data ª Category : See next slide ª Area : The country or connecting area ª Phase : Actual or Forecast ª Etc. 10

11 Energy Data Categories ² Renewables ª Wind Energy ª Solar Energy ² Production by Power Plants ª Sub-divided per source type, e.g. Coal, Gas, Nuclear, Hydro Electric, Lignite, Biomass etc. ² Import/Export ª Transmission between networks of countries ª Registered per Border In/Out ² Energy Demand/Consumption 11

12 Presenting the Data ² Charts ª Visualisation for quick decisions ² Tables ª Detailed figures for analists 12

13 Data Presentation in a Matrix ² When selecting hourly values of 1 day: ª Across: hours (optionally with grouping blocks) ª Down: value types ² When selecting a single type and multiple days: ª Across: hours of one day ª Down: Dates ² When multiple days, or 1 day with 15 min blocks: ª Across: value types ª Down: timestamps 13

14 Pivot methods ² APEX Interactive Report ª Flexible ª User can make own pivots ² SQL PIVOT clause ª Limited: Must hard-code the pivot columns, unless.. ª PIVOT XML complex, convert to SQL output with XMLTABLE ² PL/SQL Pipelined Function ª Very powerfull ª But user cannot customise 14

15 Gapless time series ² Use a select that returns all desired time points ² Outer Join the select that returns the data points 15

16 Charts ² Available in APEX 5.0 ª AnyChart ª D3 Chart plug-ins ² Available in APEX 5.1 ª JET Charts 16

17 Migrating to JET Charts ² AnyChart with migration wizard ª Not everything is migrated, e.g. (dynamic) colour assignment to series ² D3 Charts must be migrated manually ª Watch out for different behaviour regarding gaps in date/time series 17

18 Data access outside APEX: REST ² Create RESTful modules in ORDS ª Migrate REST modules built in APEX to ORDS ª Use SQL Developer 4.2 (ea2) ² RESTful APIs can be consumed by: ª Excel (use Power Query extension for ease of use) ª Programming languages, e.g. Java, Javascript, R, Python, C# ² RESTful APIs hide complexity of the datamodel ² REST performs better than JDBC/ODBC 18

19 Data access outside APEX: REST ² Create RESTful modules in ORDS ª Migrate REST modules built in APEX to ORDS ª Use SQL Developer 4.2 (ea2) ² Source and version management ª Capture from the statement log and paste into a script ª Make a script for a module and one for each template ª Add parameter comments to the scripts to document each object 19

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