FUNCTIONAL REQUIREMENTS DOCUMENT (FRD)

Project: US Energy Market Performance Analytics

Version

Author

Based On

Status

1.0

Priyanka Chaudhari

BRD v1.0

Approved

 

1. DATA SCHEMA, FUNCTIONAL REQUIREMENTS

Field

Type

Description

Required

record_id

TEXT (PK)

Unique record identifier

Yes

date

DATE

Record date (YYYY-MM-DD)

Yes

year

INTEGER

Calendar year (2023 or 2024)

Yes

month

INTEGER

Calendar month (1-12)

Yes

quarter

TEXT

Fiscal quarter (Q1-Q4)

Yes

region

TEXT

US region (Northeast/Southeast/Midwest/Southwest/West)

Yes

state

TEXT

US state code (2-letter)

Yes

energy_source

TEXT

Generation source (Natural Gas/Coal/Nuclear/Solar/Wind/Hydro)

Yes

source_type

TEXT

Renewable or Non-Renewable classification

Yes

demand_mwh

DECIMAL(10,1)

Energy demand in megawatt-hours

Yes

generation_mwh

DECIMAL(10,1)

Actual generation in MWh

Yes

capacity_mw

DECIMAL(10,0)

Installed capacity in megawatts

Yes

capacity_utilization_pct

DECIMAL(5,1)

Capacity utilization % (demand / capacity*24 * 100)

Yes

price_per_mwh

DECIMAL(8,2)

Market price per MWh in USD

Yes

total_revenue_k

DECIMAL(10,2)

Total revenue in $K (demand * price / 1000)

Yes

co2_emissions_tons

DECIMAL(8,3)

CO2 emissions in metric tons

Yes

outage_flag

INTEGER

1 = outage occurred; 0 = no outage

Yes

outage_hours

DECIMAL(6,1)

Duration of outage in hours (0 if no outage)

No

outage_cost_k

DECIMAL(10,2)

Estimated outage cost in $K

No

 

2. SQL ANALYSIS, FUNCTIONAL REQUIREMENTS

Req ID

Query

Description

Key Output Fields

FR-SQL-01

Portfolio Overview

Total demand, revenue, avg price, outage events, CO2

8 summary KPIs

FR-SQL-02

Revenue by Source

Demand, price, revenue, utilization, CO2 by energy_source

Ranked by revenue

FR-SQL-03

Renewable Comparison

Demand share %, revenue, CO2 for Renewable vs Non-Renewable

2-row comparison

FR-SQL-04

Regional Scorecard

Demand, revenue, price, outages, CO2 by region

5 regions ranked

FR-SQL-05

Seasonal Analysis

Avg demand, price, outages by quarter

Q1-Q4 comparison

FR-SQL-06

Outage Analysis

Outage rate %, avg hours, cost by source + region

Top 15 risky combos

FR-SQL-07

Capacity Utilization

Avg utilization with EFFICIENT/MODERATE/UNDERUTILIZED rating

All source-region combos

FR-SQL-08

CO2 Intensity

CO2 per GWh and revenue per CO2 ton by source

Source CO2 ranking

FR-SQL-09

Regional Energy Mix View

CREATE VIEW: demand share by source within each region

Renewable % per region

FR-SQL-10

Renewable Tracker View

CREATE VIEW: quarterly renewable share and CO2 by year/quarter

ESG progress tracker

 

3. EXCEL WORKBOOK, FUNCTIONAL REQUIREMENTS

Req ID

Tab

Contents

Chart

FR-XL-01

Executive Summary

7 KPIs with target/status, 5 strategic findings, 4 recommendations

No

FR-XL-02

Source Analysis

Revenue, demand, price, CO2, utilization by energy source

Horizontal bar: revenue by source

FR-XL-03

Regional Scorecard

8 metrics across all 5 regions

No (data table)

FR-XL-04

Seasonal Analysis

Demand, price, outages, revenue by quarter

Column chart: avg demand by quarter

 

4. POWER BI DASHBOARD, FUNCTIONAL REQUIREMENTS

Req ID

Page

Visuals

Slicers

Key Measures

FR-PBI-01

Portfolio Overview

4 KPI cards, bar by region, donut by source type

Year, Region

Revenue $M, Renewable %, Outage Rate

FR-PBI-02

Source Performance

Bar: revenue by source, scatter: price vs CO2

Region, Year

CO2 Intensity, Avg Price/MWh

FR-PBI-03

Renewable Transition

Line: renewable % by quarter, clustered bar: renewable vs non-renewable

Region

Renewable Share %

FR-PBI-04

Outage Risk Map

Map: outages by state, bar: outage rate by source, KPI card: total cost

Source, Region

Outage Rate %, Outage Cost $K

 

5. DATA VALIDATION RULES

Field

Rule

Action on Failure

demand_mwh

Must be > 0

Reject record

capacity_utilization_pct

Must be 0-100

Cap at 100, flag for review

source_type

Must be Renewable or Non-Renewable only

Flag as Unknown, exclude from renewable KPI

outage_flag

Must be 0 or 1

Reject record

co2_emissions_tons

Must be >= 0 (0 allowed for renewables)

Reject negative values

region

Must match approved 5-region list

Flag as Unknown region