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ReEDS-to-Tableau Postprocessing

This directory contains files that facilitate the postprocessing and analysis of ReEDS and ReEDS-to-PLEXOS results in Tableau. Tableau is a commercial software that requires purchase of a license.

You can run postprocess_for_tableau.py from the command line to assemble results, metadata, and supporting spatial files from multiple ReEDS (and optionally, ReEDS-to-PLEXOS) scenarios into a single Tableau extract (Tableau's proprietary .hyper format, which is basically a self-contained SQL database), which is optimized for use within Tableau.

postprocess_for_tableau.py creates pivot tables of ReEDS outputs specified in the PIVOT_DEFS dictionary within pivot_definitions.py. You can specify which collections of pivot tables you want to include in your .hyper output file with the -p flag. Most of the outputs in each pivot table are simply the names of csvs created by e_report_dump.py, for which the column formats and the intended names of each as they'll appear in Tableau are defined in tables_to_aggregate.csv. (If running postprocess_for_tableau.py throws an error The script assembles the pivot tables and combines them into a single Tableau .hyper extract file containing the pivotted tables for visualization and analysis in Tableau. It also creates a csv version of each pivot table.

Before running this script for the first time, you'll need to install the Tableau Hyper API via pip with:

pip install tableauhyperapi

Note that if you're pulling ReEDS-to-PLEXOS results into Tableau, you'll also need to have the h5plexos package installed.

Example call:

python postprocess_for_tableau.py \
    -d '//nrelnas01/reeds/some_dir_containing_runs' \
    -o '//nrelnas01/reeds/some_directory_containing_runs/testbatch_suite' \    
    -s testbatch_refseq,testbatch_carbtax,testbatch,carbcap \
    -p standard,plexos

Run python postprocess_for_tableau.py --help for descriptions of the flags above and their expected arguments or simply look at the calls to argparse within in the script.

Alternatively to explicitly specifying the names of scenarios directly with the -s flag as in the example above, you can automatically include all completed ReEDS scenarios by including the -a flag instead.

Troubleshooting

postprocess_for_tableau.py creates a log file in the output directory called tableau.txt and redirects stdout and stderr there. Some error handling is present in the script, but if you encounter an error, the culprit is often an incorrect set of column definitions in tables_to_aggregate.csv. Sometimes the names of outputs and the order of sets they're based on differ across branches of ReEDS. If columns you've defined in a pivot table within pivot_definitions.py aren't appearing in the .hyper output, check that they're correctly specified (including the correct path) in tables_to_aggregate.csv and pivot_definitions.py.

Often, it's best to run the script line-by-line in an IDE to diagnose and fix problems. One place to look is the long series of elif statements that define custom operations for any csvs defined in pivot_definitions.py that don't follow the simple pattern of joining one new column to a pivot table per csv.

You'll notice a bunch of assignments to col_defs in postprocess_for_tableau.py. All dimensions and attributes (i.e. columns of tables) in Tableau must have data types defined, and we specify those to in a list with col_defs. These column types are passed to the tableauhyperapi function along with the location of the pivot table csv that we've just created in order for the pivot csv to be written into the Tableau .hyper file (which is really a SQL database under the hood). Those types are defined for all index sets in column_types, and the value column of csvs are by default assumed to be of type SqlType.double(). Where we need a different type, like a date or a geography for mapping, we define the SqlType explicitly in the logic within main().

Adding new outputs to the Tableau postprocessing

Say you've got a new output csv that's created in e_report.gms and e_report_dump.py, and you want to export it into Tableau, and it's indexed on (i,r,t). First, add it as a row in tables_to_aggregate.csv, along with its relative location within a ReEDS scenario directory, the name of the column as you'd like it to appear in Tableau, and the sets it's indexed on, in the correct order. These index names tell the script the header names of each column in the csv, and they appear in Tableau as defined in column_types within postprocess_for_tableau.py. If you're adding a new set name, add the set name and the name you'd like to appear in Tableau to that column_types dictionary.

Next, you'd add the csv name as defined tables_to_aggregate.csv to the csvs list for whichever pivot tables you'd like it to appear in within pivot_definitions.py. You must also add a corresponding entry to operation to tell the script how to aggregate any index columns that appear in your csv beyond the index columns defined for that pivot table in id_columns. Entries of sum or mean will aggregate across any extra columns accordingly. For example, we could export our (i,r,t)-indexed csv to the scen_r_t pivot table with the operation set to sum, which would tell the script to eliminate the i column by summing across all i. You could also include any string in operation and then use that to explicitly define a custom operation within the series of elifs in the main() block of postprocess_for_tableau.py.

Tableau Analysis Templates

There's also a Tableau template in this directory: standard_reeds_analysis.twb. A .twb file includes the structure of a Tableau notebook (i.e. the structure worksheets and dashboards), but not the data it refers to. The template is set up to connect to a .hyper extract created using this workflow. This way, you can open up standard_reeds_analysis.twb in Tableau, connect to the .hyper data extract you've created using the workflow above, and it will populate the sheets with your results. Note that once you've done that, you can always save your Tableau notebook as a .twbx, which packages both the twb and the .hyper into one file, making sharing your results easier.

ReEDS-to-PLEXOS

You can pull PLEXOS results into their own pivot tables and add them to the Tableau extract simply by including the "plexos" pivot table collection in your call to postprocess_for_tableau.py. The script is currently set up to identify each different directory within <scenario directory>/plexos_export/solutions as its own PLEXOS scenario, which will be differentiated by its name in a "PLEXOS Scenario" column in the Tableau pivot tables that are created.

Geospatial Mapping in Tableau

Several pivot tables containing geometry/geography columns are created in the standard pivot table collection. These can be used to create choropleth maps, etc. within Tableau. region_mapping contains the mapping heirarchy of ReEDS regions and BAs, and line_mapping contains straight-line paths between each BA and the 25 BAs closest to it. The pivot tables pull from csvs in inputs/shapefiles that each contain a WKT-formatted geometry column in the EPSG:4326 format.

Dollar-year Adjustments

Just as a note, postprocess_for_tableau.py converts any cost to the dollar year specified with the input argument -dy <year>, wherever a column is titled with the string "2004$".