Transcript:
0:00 in this video we're going to show how
0:02 the North52 decision suite business
0:04 rules engine
0:05 dynamics 365 and powerapps portals can
0:08 be used to calculate
0:09 small-scale technology certificates for
0:12 renewable energy systems
0:15 these certificates act as a form of
0:16 currency and can be sold to recoup a
0:18 portion of the cost of purchasing
0:20 and installing the system or transferred
0:22 to other individuals and businesses at a
0:24 negotiated price
0:26 the number of certificates is determined
0:27 by the geographical location
0:29 the installation date the amount of
0:31 electricity generated in megawatt hours
0:33 and a maximum deeming period the details
0:37 for the calculations are available on
0:38 the australian government
0:40 clean energy regulator website
0:43 part of the calculation is determined by
0:45 ratings based on the installation
0:47 postcode
0:50 the number of eligible years or deeming
0:52 period is shown in this table
0:56 we will show using microsoft powerapps
0:58 portals and the North52 decision suite
1:01 how we can easily build an online
1:03 calculator for small scale solar
1:04 installations
1:05 the North52 decision suite will be used
1:08 to implement business rules that hide
1:09 and show fields
1:10 and sections on a portal form and
1:12 calculate the number of eligible stcs
1:15 and log an audit of the calculation
1:19 our first set of rules determines how
1:20 the powers portals form behaves based on
1:23 field data
1:24 we set up a client-side North52 formula
1:26 to run
1:27 on the onload event of the web form and
1:29 whenever the small
1:30 generation unit type field changes under
1:33 the deployment settings section
1:34 we select the appropriate portal when
1:37 the formula is saved
1:38 North52 automatically binds the rules
1:40 to the relevant entity form
1:42 looking to the rules in this decision
1:44 table we can see two conditions based on
1:46 field values
1:47 if the small generation unit type is
1:49 solar and the number of sdcs does not
1:51 contain data
1:52 then we want to show the calculation
1:54 period and postcode fields
1:56 and hide the calculation results section
1:58 if the number of stcs does not contain
2:00 data
2:01 we want to hide the calculation period
2:03 and postcode fields
2:04 and hide the calculation results section
2:07 let's see these rules in action
2:09 we open the calculator form in powerapps
2:11 portals let's look at a completed form
2:13 first
2:14 we can see the calculation period and
2:16 postcode fields and the calculation
2:18 results section showing
2:19 this is because the small generation
2:21 unit type field is set to solar
2:23 and the number of stcs field has a value
2:26 if we create a new calculation
2:28 we can see that the form is not
2:30 displaying all fields and sections
2:32 once we select solar from the small
2:34 generation unit type field
2:35 the calculation period and postcode
2:37 fields are shown
2:39 and once we complete the form and submit
2:41 it for calculation
2:43 the calculation results section is shown
2:46 now that we have done the calculation
2:47 let's review the North52 formula
2:49 powering the calculation
2:52 this formula executes on the save and
2:54 update event
2:55 of a small generation unit calculation
2:57 record and when these selected fields
2:59 change the formula has three decision
3:02 tables which are used for the stc
3:04 calculation
3:05 the first determines the zone and rating
3:08 based on the postcode entered
3:10 the double brackets in the cells means
3:12 between
3:13 so when the condition is checked there
3:15 will be a match when the postcode value
3:17 equals or falls between the two numbers
3:20 our test example
3:21 had a postcode of 2034 and therefore
3:24 matched on row 13 setting the zone
3:27 variable to 3
3:28 and the rating variable to 1.382
3:32 next we calculate the deeming period
3:35 based on the installation date
3:37 we obtain the year using the get year
3:39 function
3:40 this can be seen here on the global
3:42 calculation sheet
3:43 in our test the year was 2021
3:46 so the deeming period variable is set to
3:49 10.
3:50 finally we calculate the number of
3:52 eligible stcs
3:53 this is based on the calculation period
3:55 field and the values set in the previous
3:57 decision table sheets
3:59 in our test we specified 10 years so our
4:02 calculation is going to be
4:03 5 times 1.382
4:06 times the minimum of 10 or our deeming
4:09 period
4:10 which was 10 also this comes to 69.1
4:14 and saved into a whole number field as
4:17 69.
4:18 we also update the postcode zone and
4:21 system type fields on the record
4:23 the last rule we apply is saving an
4:26 audit log of the calculation
4:28 using the create note trace log function
4:32 we can see this on the record via the
4:34 model driven app
4:36 as you can see it is a comprehensive
4:38 snapshot
4:39 of all the details surrounding the
4:41 execution of the rules
4:42 providing full auditability of
4:44 everything used to calculate the rules
4:48 thank you for watching if you would like
4:50 to learn more about how North52 can
4:52 help you implement complex rules on the
4:54 microsoft dynamics 365 and powerapps
4:56 platforms
4:57 please visit our website or contact us
5:00 using the information on the screen
5:02 please subscribe to our youtube channel
5:06 too