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Using Optimization Report: Difference between revisions
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After | After the optimization process is complete a detailed Strategy Optimization Report is displayed. | ||
The Strategy Optimization Report allows | The Strategy Optimization Report allows for reviewing the results of all the test inputs combinations. | ||
== Accessing Strategy Optimization Report == | |||
To open a Strategy Optimization Report: | |||
# [[Understanding_Strategies|Apply a strategy]] to a chart. | |||
# [[Performing_Optimization|Run an optimization]]. The report will be opened as soon as the optimization is completed. After that the report of the completed optimization can be accessed from the '''View''' menu -> '''Strategy Optimization Report''', or from the '''Chart Analysis''' -> '''Strategy Optimization Report''' [[File:Strategy Optimization Report.png]]. | |||
< | Strategy Optimization Report can be viewed as a [[Using_Optimization_Report#Spreadsheet_view|'''Spreadsheet''']], [[Using_Optimization_Report#Working_with_2D_Graphs|'''2D''']] or [[Using_Optimization_Report#Working_with_3D_Graphs|'''3D''']] Graph. | ||
= | <div style="background-color: #E3FBE5;">Note: Only one optimization report can be opened at a time.</div> | ||
<div style="background-color: #E3FBE5;">Note 2: The Strategy Optimization Report contains the results of the last optimization run only.</div> | |||
== Spreadsheet view == | |||
Spreadsheet columns represent 18 strategy performance indices and all inputs that have been optimized. Each spreadsheet row represents a set of test results for a given inputs combination. | |||
<div style="background-color: #E5F6FF;">Tip: The data in any column can be selected as the optimization criteria.</div> | |||
=== Report Indices=== | |||
The performance indices include: | |||
The | |||
Net Profit | Net Profit | ||
| Line 46: | Line 42: | ||
<br>Input Values | <br>Input Values | ||
<div style="background-color: #E3FBE5;">Note: The performance indices are | <div style="background-color: #E3FBE5;">Note: The performance indices are the same as in the Strategy Performance Report.</div> | ||
=== Sorting Strategy Optimization Report === | |||
== Sorting | |||
It is possible to sort out the Optimization Report by any combination of 3 | It is possible to sort out the Optimization Report by any combination of 3 criteria in either Descending or Ascending order. | ||
To modify the sorting order: | To modify the sorting order: | ||
| Line 58: | Line 53: | ||
# Repeat for the second drop-down list. | # Repeat for the second drop-down list. | ||
# Repeat for the third drop-down list. | # Repeat for the third drop-down list. | ||
# Check '''Use as Default''' to save settings for future use (if required). | |||
=== Applying an Inputs Combination to a Chart === | |||
It is possible to apply the inputs combination that produced the best strategy results after the last optimization to the strategy. | |||
To apply an inputs combination: | |||
# Double-click on the desired row in the report. | |||
# Click '''Yes''' in the confirmation window. | |||
< | <div style="background-color: #E3FBE5;">Note: in the optimization mode creating drawings is not supported. So the commands that create drawings in the code are ignored in the optimization. Please take it into account when viewing the report. </div> | ||
==Working with 2D Graphs== | |||
To | To display a Strategy Optimization Report as a 2D graph select the '''2D Graph''' tab. | ||
In the 2D Graph view the results of the report are presented as lines. The lines represent the performance indices per one or several strategy inputs. The base input selector is located in the lower part of the window, additional inputs are configured in the graph settings. | |||
The 2D Graph can also be opened in a separate window. To do that in the Optimization Report window click on this icon: [[File:CopyWindow-20-125.png]]. | |||
The graph can be zoomed in and out using the scroll wheel of the mouse, and moved within the window using the keyboard arrows. Resetting the graph to its original view requires double-clicking on it or clicking on the reset button that’s found in the upper left corner: [[File:reset-20-150.png]]. | |||
Each indice line can be moved up and down separately with the help of the left mouse button. Right-clicking on one of the lines displays the function’s value in that particular point. | |||
===2D Graph Settings=== | |||
The indices lines can be added and removed. Click on the gear icon [[File:Settings-16-175.png]] or on the legend area in the upper right corner to open the '''2D Graph Settings''' window. | |||
====Graph tab==== | |||
* '''Show Legend'''. Check this option to display the legend in the upper right corner. | |||
* '''Smoothed Line'''. Check it to smooth the angles of the graph lines. | |||
* '''X Axis Input'''. Select one of the inputs to be displayed along the X Axis. | |||
* '''Single Function with Variable Inputs'''. If this option is selected it is possible to view how a performance index (function) is changing on different input values. Apart from '''Function''' and '''Input''' themselves such parameters as '''Gradient Range''', '''Number of Values''' and '''Input Values Range''' can be configured. | |||
* '''Multiple Functions with Fixed Inputs'''. If this option is selected it is possible to view how several performance indices (functions) are changing on the fixed input values. The settings for this option include the choice of the set of functions and their colors. One can select all and clear the choice of all functions by clicking on the corresponding buttons '''Select All''' and '''Clear All'''. | |||
<div style="background-color: #E3FBE5;"> Note: The configuration of the settings can be saved for the future use with the help of the '''Use as Default''' option.</div> | |||
====Fixed Inputs tab==== | |||
This tab contains the inputs that weren’t selected on the Graph tab. The remaining inputs can be manually set to the desired values using the dropdown list. | |||
==Working with 3D Graphs== | |||
As the name suggests, this option allows for viewing the optimization report in the 3D format. The 3D Graph can be zoomed in and out and also rotated with the help of the scroll-wheel and left mouse button correspondingly. | |||
=== 3D Graph Settings=== | |||
The inputs and function for the XYZ axis can be changed using the context menu by right clicking on the names of the XYZ axis and then selecting the necessary input, or by clicking on the gear icon [[File:Settings-16-175.png]] and configuring the same on the corresponding tabs of the '''3D View Settings''' window. | |||
<div style="background-color: #E3FBE5;">Note: Only one performance index (function) can be displayed on the graph at the same time.</div> | |||
Apart from the basic options ('''Copy to Clipboard''' and '''Save As''') there are several features that can be used. | |||
In the in the '''3D View Settings''' window there’s the '''Insert From File''' option. It allows for the insertion of the other 3D Optimization reports in the .MCReport or.ORS formats. | |||
On the '''Inputs''' tab of the '''3D View Settings''' window it is possible to set the static values for the inputs that are not selected for the X and Y axis on the 3D Graph itself. | |||
'''Show/Hide Waterlevel''': used as a reference point for the results. It can be adjusted with the slider on the right side of the window. | |||
'''Show/hide grid lines''': displays grid lines on the graph. | |||
'''Open 3d graph in new window''': opens a new window with the 3D graph making it possible to view the report as a Spreadsheet or 2D Graph in the main report window at the same time. | |||
==Storing Strategy Optimization Report within Workspace== | |||
It is possible to store optimization reports within workspaces. To do that in [[Preferences|'''Preferences''']] select the [[Preferences#Workspaces|'''Workspaces''']] tab and check the '''Store Optimization Report''' check box. | |||
<div style="background-color: #E3FBE5;">Note: '''Store Optimization Report''' option may consume considerable amount of resources and is disabled by default. </div> | <div style="background-color: #E3FBE5;">Note: '''Store Optimization Report''' option may consume considerable amount of resources and is disabled by default. </div> | ||
== | == Saving Strategy Optimization Report == | ||
The Strategy Optimization Report can be exported in the following formats: .MCReport, .ORS and .CSV. 2D and 3D graphs can be also saved as .PNG. | |||
To export | To export a Strategy Optimization Report: | ||
# In the Optimization Report click ''' | # In the Optimization Report click '''Save as''' button. | ||
# In the '''Save As''' dialog window | # In the '''Save As''' dialog window navigate to the required file location. | ||
# | # Type in the file name in the '''File Name''' field. | ||
# Click '''Save'''. | |||
<div style="background-color: #E3FBE5;">Note: Default file names include date and time information.</div> | |||
== Viewing | <div style="background-color: #E3FBE5;">Note 2: The entire report information will be saved to the file.</div> | ||
== Viewing Strategy Optimization Report in the Optimization Result Visualizer == | |||
Exported Optimization Reports can be viewed in a separate application without any other MultiCharts components installed. | Exported Optimization Reports can be viewed in a separate application without any other MultiCharts components installed. | ||
Double-click on the Optimization Report file will open it in the Optimization Result Visualizer application. | |||
If the application is not opening automatically, you can run ORVisualizer.exe manually from the MultiCharts installation folder. | |||
[[Category:Optimization]] | [[Category:Optimization]] | ||
