Vantage Forecasts Tab
This page is the reference tour: it walks the three views (Cards, Browser, Settings) and enumerates every control the tab surfaces. For an at-a-glance orientation see the Introduction; for step-by-step task recipes see the How To page. Network access to the iEnergy Gateway is required; the connection state is shown at the top of the tab.
Basic Steps
- Cards view
- Browser view
- Settings modal
Before any download folders are configured, the tab shows a Welcome to Vantage card with a single Open Settings button that opens the wizard.
- Open the Vantage Forecast tab in the Suite top bar. After first-run setup, the Cards view is the default landing view.
- Header row (top of the tab, left to right):
- The connection status pill shows the Gateway state (Connecting…, Connected as
<client>(<tier>), or Not connected). - A Custom forecast ready badge appears when custom forecast files are available.
- The ⚙ Settings button opens the Settings modal.
- The connection status pill shows the Gateway state (Connecting…, Connected as
- Download bar (second row, left to right):
- ↓ Download All Latest starts a run across every category.
- The Re-download up-to-date files checkbox controls whether up-to-date files are skipped or re-downloaded.
- Last checked: … is a human-relative timestamp for the last manifest refresh.
- ↻ Refresh re-scans local folders and re-fetches the manifest.
- Asset cards are laid out below the download bar:
- Demand Forecasts — a 2 × 2 grid of Day-ahead / Week-ahead rows by Regional / Zonal columns. Each cell carries a freshness badge (✓ up-to-date, NEW, Update available, or — when the Gateway has no file for that combination). Per-geography destination paths are shown at the bottom of the card, with Download Latest and Browse History… buttons.
- VRE Forecasts (MHCF) — the same shape with a single MHCF column instead of two geographies.
- Database (MDB) — a single-row
DataFileCardshowing a version label parsed from the filename, a freshness badge, a Local: … line, and Download and Browse History… buttons. - When custom forecasts are available, the forecast cards gain a Standard / Custom segmented toggle in their header.
- A fourth card, Bid Sets (ZIP), is present in the interface but is not covered in this guide.
- Below the cards, a Download Activity bar appears while a run is in progress or after at least one file has been downloaded, skipped, or failed. It shows counts during the run and a summary row on completion: ✓ N downloaded · N skipped (up to date) · N failed. Show Details ▾ expands per-file rows; Dismiss clears the summary.
- On any forecast card or the Database (MDB) card, click Browse History…. The full pane switches from the Cards view to the Browser view for that category.
- The header row shows a ← Back to Overview button and a breadcrumb of the form Vantage ›
<Title>› History. - The filter row shows:
- Geography — a select (All, Regional, Zonal); shown for the demand category only.
- Horizon — a select (All, day-ahead, week-ahead); hidden for the Database (MDB) view.
- From and To date inputs, defaulted to the last 7 days when the view first opens.
- Search — runs the query against the Gateway catalogue.
- The results table lists matching files with a per-row checkbox, Date, Status, and category-specific columns (Horizon and Geography for demand; File, Uploaded, Size, and Local Status for the Database view). The header checkbox selects or clears all visible rows.
- The footer shows Selected: N and a Download Selected button. Both are disabled at zero selection or while a download is running.
- Click ← Back to Overview to return to the Cards view.
The Settings modal opens over any view when you click the ⚙ Settings button in the header. In normal mode it shows a scrolling list of sections with a Cancel / Save footer. The first-run wizard mode is documented on the How To page (Workflow A).
- Connection — shows the current authentication status and one of Connect, Disconnect, or Connecting… as appropriate.
- Download Destinations — five directory rows in this order: Demand Regional, Demand Zonal, VRE (MHCF), Database (MDB), Bid Sets (ZIP). Each row is a label + text input + 📁 browse button. A Use same folder for Regional and Zonal demand checkbox disables the Zonal input and uses the Regional path in its place. The equivalent Use Defaults from Defaults.csv button is available in the first-run setup wizard only — normal Settings has the same directory rows but not that button.
- Auto-Refresh — a Check for new files automatically checkbox and an interval select with options 5 minutes, 15 minutes, 30 minutes, 1 hour, 4 hours, and Never (default: enabled, 15 minutes).
- Demand Calibration — a table (Zone, Day Type, Hours, Scale, Note) with + Add Rule and Upload CSV actions. The inline form requires
Hoursto beallorN-Mwith0 ≤ N < M ≤ 23and warns whenScalefalls outside the typical range0.70–1.30. Upload CSV accepts a CSV whose header iszone,day_type,hours,scale,note. - CFAC Calibration — the same shape as Demand Calibration, keyed by station rather than zone. Upload CSV accepts a CSV whose header is
station,hours,scale,note. - Calibration Submit footer — appears when either rule list is non-empty. Clicking Submit Calibration cycles the status badge through idle → pending → running → done, polling every 10 seconds. When the badge reaches done, the Custom forecast ready badge illuminates in the tab header and the forecast cards gain a Standard / Custom toggle.
- Save applies the buffered changes, re-scans local folders, and closes the modal. Cancel discards the buffered changes.
Key Controls
| Control | Description |
|---|---|
| Connection status pill | Header indicator: Connecting… (amber), Connected as <client> (<tier>) (green), or Not connected (red). Tier is shown only when non-null. |
| Custom forecast ready badge | Green header badge that appears when custom forecast files are available. |
| ⚙ Settings | Header button that opens the Settings modal (wizard on first run; normal mode after that). |
| ↓ Download All Latest | Primary button in the download bar. Fetches every category that has a newer file. Disabled until setup is complete or while a download is running. |
| Re-download up-to-date files | Checkbox in the download bar. OFF by default — files that are already up to date are skipped. When ON, up-to-date files are re-downloaded. |
| Last checked: … | Human-relative timestamp for the last manifest refresh (Never, just now, N min ago, N hr ago). |
| ↻ Refresh | Re-scans local folders and re-fetches the manifest. Disabled while a download is running. |
| Freshness badge (per card cell) | Shows one of ✓ (up-to-date), NEW (no local file), Update available (local file present but out of date), or — (Gateway has no file for this combination). |
| Download Latest (forecast cards) | Per-card primary button that downloads the latest files for that category (Demand Forecasts or VRE Forecasts (MHCF)). |
| Download (Database (MDB) card) | Per-card primary button that downloads the latest Database (MDB) file (example filename shape ipool_2026-04.mdb, parsed as version label v2026.04 — filename shown is a parser example, not a guaranteed name). Disabled if there is no server file, no local directory, or a download is in progress. |
| Browse History… | Per-card ghost button that switches the pane to the Browser view for that category. |
| Standard / Custom toggle | Segmented toggle in a forecast card header; appears when custom forecast files are available. Switches the card's inner content between Standard and Custom file lists. |
| Download Activity bar | Appears below the cards when a run is in progress or after at least one file has been downloaded, skipped, or failed. Shows counts during the run and a summary row on completion. |
| Show Details ▾ | Toggle on the Download Activity summary that expands per-file rows. |
| Dismiss | Ghost button on the Download Activity summary that clears the summary row. Does not affect downloaded files or an in-progress run. |
| ← Back to Overview | Browser-view header button that returns to the Cards view. |
| Geography filter (Browser view) | Select — All, Regional, Zonal. Shown for the demand category only. |
| Horizon filter (Browser view) | Select — All, day-ahead, week-ahead. Hidden for the Database (MDB) view. |
| From / To date inputs (Browser view) | Default to the last 7 days when the Browser view opens. |
| Search (Browser view) | Runs the catalogue query with the current filters. |
| Download Selected (Browser view) | Downloads every ticked row. Disabled at zero selection or while a download is running. |
| Connect to Gateway / Disconnect (Settings) | Authenticates or clears the current Gateway session. |
| Directory rows (Settings → Download Destinations) | Five rows: Demand Regional, Demand Zonal, VRE (MHCF), Database (MDB), Bid Sets (ZIP). Each row is a label + text input + 📁 browse button. |
| Use same folder for Regional and Zonal demand (Settings) | Checkbox that disables the Zonal input and uses the Regional path in its place. |
| Use Defaults from Defaults.csv (Settings — wizard mode only) | Ghost button in the first-run wizard's Step 2 that pre-fills the directory rows from Dashboard's Defaults.csv (DirDem / DirDemand / DemandDir for demand, DirScen for the Database (MDB) row). Not present in normal Settings mode. |
| Auto-Refresh interval (Settings) | Select — 5 minutes, 15 minutes, 30 minutes, 1 hour, 4 hours, Never. Default: enabled, 15 minutes. |
| + Add Rule / Upload CSV (Calibration) | Add rules inline or bulk-load from a CSV (Demand: header zone,day_type,hours,scale,note; CFAC: header station,hours,scale,note). |
| Submit Calibration | Cycles the status badge through idle → pending → running → done, polling every 10 seconds. On done, the Custom forecast ready badge illuminates in the tab header. |
| Save / Cancel (Settings) | Save applies the buffered changes, re-scans local folders, and closes the modal. Cancel discards the buffered changes. |
Expected Result
After you use the tab as intended, the configured download folders populate with the requested files and the card freshness badges settle on up-to-date ✓ for the categories you have downloaded. The Download Activity bar shows the completion summary line ✓ N downloaded · N skipped (up to date) · N failed.
When a calibration run completes, the Custom forecast ready badge illuminates in the tab header and the forecast cards gain a Standard / Custom segmented toggle whose Custom position lists the custom forecast files.
There is no batch or command-line equivalent on the Suite side — all Vantage Forecast actions go through this tab.