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Finding and organising smart data

The Smart data tab lists your company's smart curves or smart timeseries, so you can find one, see at a glance what it is built from, and change or build several at once.


The list​

Choose Smart curves or Smart timeseries at the top. The list shows 50 at a time, with Prev and Next below it and the number found beside the kind.

The Smart data tab with Northgate's smart curves, their classification, base and expression

ColumnWhat it shows
Smart curve or Smart timeseriesIts name, and its id under the name
Category, Commodity, Market, Product, PriorityIts classification
BaseThe base curve or timeseries
ExpressionThe expression
UpdatedWhen it was last saved

Select a row to open it in the workspace.

The Smart data tab showing Northgate's smart timeseries


Filters​

FilterWhat it does
Id containsOnly the ones whose id contains the text. Press Enter or Find
RecordAll records, Any smart data area, one smart data area, or Another record... with a master data record id (type it or find it)
Category, Commodity, Market, Product, Priorityany, not set, or one of the values in use
Show ODSLAlso show smart data in the category ODSL, made by OpenDataDSL, which is hidden by default
ClearClears every filter

The kind, the record filter and Show ODSL are remembered in your browser for the next time.


Working with several at once​

Tick the rows you want, or This page for every row on the page. Select all matching selects every one the filters find, on every page.

Three smart curves selected, with Update properties and Build in the selection bar

ButtonWhat it does
Update properties...Changes the classification of every selected one
Build...Builds every selected smart curve for a range of ondates (smart curves only, see Building several smart curves)
Clear selectionUnticks them all

Updating the classification​

For each field choose Keep (leave it as it is), Set to (and the new value) or Clear. Typing in a field sets it to Set to.

Update 3 smart curves, with every field on Keep

Priya uses it when the risk team asks for every German spread to have priority 1: she filters on Market DE and Category Spreads, selects all matching, and sets Priority to 1 (high).

note

Only the classification is changed. The base, inputs, expression and build settings of each one are kept as they are, and each update makes a new version.


The Smart Data tab on a master data record​

The Master Data screen has a Smart Data tab that lists the smart curves and timeseries stored on the selected record, such as NGE.POWER.DE:OFFPEAK on the German power record.

The Smart Data tab of the master data record NGE.POWER.DE, with the German off-peak curve

ButtonWhat it does
NewA new smart curve or timeseries stored on this record, with the record's own curve (or timeseries) as the base
From the libraryStarts from a library example, stored on this record
Create with Fusion AIHas Fusion AI design one, stored on this record

Select a row to open it in the workspace. On a public record (an id starting with #) smart data can be previewed but not saved: smart data is always stored on your private master data.


Next​

The workspace: everything about editing and previewing smart data.