The Electric Operation and Maintenance Expense Analysis App (aka O&M: Electric) focuses on calculating the expenses associated with operation and maintenance of an electric utility as reported to the Federal Energy Regulatory Commission (FERC) in the annual FERC Form 1.
The O&M: Electric App allows quick access to Key Performance Indicators (KPIs) that assess O&M financial efficiency and health of a utility so that users can quickly identify where cost overruns are present.
This is done via three parts of the dashboard: the O&M Summary, the O&M Table, and the O&M Visualization.
The O&M Summary Page lists performance against several KPIs.
Data at the top of the chart appears on a generalized, company-wide basis. Data along the left-hand side appears by generation type and transmission/distribution. The two donut charts in the center show a quick analysis of how spending on O&M differs by generation type and is proportional to total O&M cost. The first donut shows non-fuel O&M, meaning fuel costs are subtracted out of the total of O&M for that generation type. This fuel cost is present in the second chart. Both donuts allow you to have a quick understanding of the ratio between non-Fuel O&M expenses and fuel costs.
Figure 1: Electric O&M Summary
A icon indicates that a chart or KPI has a filter applied to it.
Filters are available on the top-left side of the chart. You can select between single years going back to 2011, and any FERC-regulated utility. Some data may not appear, which indicates that the company did not file any information with the FERC on that KPI, or the filters you applied do not capture data for that data range. If no data is available, you will receive an indication of “no data in filtered range.”
To continue your analysis and do a deep dive into the O&M data, select the table icon on the top-left side of the dashboard.
The O&M Table allows you to dive into every line item from page 320 of the FERC Form.
What’s unique about HData’s approach is that line items are categorized so they can be rolled up or down into subtotals. The initial view below is how you will see the table the first time you interact with the dataset.
Figure 2: O&M Table
Blank cells or cells with “###” indicate that no data was filed for that company for that line item and subsequent subtotal. Numbers follow the standard financial formatting where negative numbers are presented as (12,345). The same filters in the O&M Summary are available in the O&M Table at the top of the dataset, but are changed to be multi-select. Each company you select will populate the table as seen below. Each year you select will be added as a summed number in each cell to represent total expenditure for the years you select.
Figure 3: O&M Table Drill-Down
To drill down to a particular line item, click on the “+” icon next to each subtotal.
The line items are labeled as unspaced text; this is the tag the FERC has created for each line item in the Form 1. To roll data back up, click the “-” icon next to the expanded subtotal.
To go back to the summary page, click the building icon at the top-left of the dashboard.
Selecting data in the O&M Table will drill down into a visualization that compares the datapoint you select on a year-over-year basis between the companies you selected in the table.
There are multiple ways in which to select data. You can: 1) select a row of data by line item or subtotal, or 2) select a cell of data to see data for that line item and company.
For example, clicking on the subtotal “Nuclear Operation Total” in column “4” in the table snapshot above highlights the entire row for the four companies. Doing this will automatically generate a line chart as seen below.
Figure 4: O&M Table Visualization
You may initially see dots where you would expect lines. Ensure that the “year” filter at the top of the dataset has multiple years selected.
To fix this, it is easiest to select “clear all” in the year filter, allowing the line chart to populate with data all the way back to 2011. You can add companies to this view in the “company” filter at the top. To select a new line item or subtotal from the table, click the “Electric O&M Visual View” title at the top-left corner of the visualization. This will take you back to the table and you can repeat the process for any subtotal or line item.
There are two main ways in which the dataset can be exported. A visual export of the dataset via PDF or PowerPoint can be generated via the export button () at the top-right corner of the dataset. Data can also be exported via each card on the dataset.
To export data, move your cursor over the card/table and another export () button will appear at the top-right corner of the card/table. The data will export into a csv file in a long-table format.
Exports will reflect the filters you select before the export. For example, if you wish to export all data from 2020, clear the company filter at the top of the dataset and select “2020” in the year filter. This will allow you to export data from every FERC-regulated utility from 2020 via PDF, PowerPoint, or a csv. Any part of the dataset and any card can be exported in this fashion.
An additional feature is the expand details icon on each card. Hovering your cursor over a card/table will show the export icon () and the expand details icon (). The expand details icon will give you a screen as seen below.
Figure 5: Expanded Details Visualization
Once you click on the expand details icon, a screen will pop up giving you a few options to interact with that particular card. You can click on the export button at the top right of the popup to export the visualization either in a visual format or data table (CSV or Excel). Clicking the table icon at the top right of the popup will show you the data feeding into the visualization.
Hopefully, this article gave you all the information you needed to be successful with the Operation Maintenance: Electric App. If you still need help, please reach out to us at firstname.lastname@example.org.