Energy flexibility, through short-term demand-side management (DSM) and energy storage technologies, is now seen as a major key to balancing the fluctuating supply in different energy grids with the energy demand of buildings. This is especially important when considering the intermittent nature of ever-growing renewable energy production, as well as the increasing dynamics of electricity demand in buildings. This paper provides a holistic review of (1) data-driven energy flexibility key performance indicators (KPIs) for buildings in the operational phase and (2) open datasets that can be used for testing energy flexibility KPIs. The review identifies a total of 48 data-driven energy flexibility KPIs from 87 recent and relevant publications. These KPIs were categorized and analyzed according to their type, complexity, scope, key stakeholders, data requirement, baseline requirement, resolution, and popularity. Moreover, 330 building datasets were collected and evaluated. Of those, 16 were deemed adequate to feature building performing demand response or building-to-grid (B2G) services. The DSM strategy, building scope, grid type, control strategy, needed data features, and usability of these selected 16 datasets were analyzed. This review reveals future opportunities to address limitations in the existing literature: (1) developing new data-driven methodologies to specifically evaluate different energy flexibility strategies and B2G services of existing buildings; (2) developing baseline-free KPIs that could be calculated from easily accessible building sensors and meter data; (3) devoting non-engineering efforts to promote building energy flexibility, standardizing data-driven energy flexibility quantification and verification processes; and (4) curating and analyzing datasets with proper description for energy flexibility assessm.

This paper examines building energy flexibility at an aggregated level and addresses the main barriers and research gaps for the development of this resource across three design and development phases: market and policy, early planning and design, and operation. We review methodologies and tools and discuss barriers, challenges, and opportunities, incorporating policy, economic, technical, professional, and social perspectives. Although various legal and regulatory frameworks exist to foster the development of energy flexibility for small buildings, financing mechanisms are limited with a significant number of perceived risks undermining private investment. For the early planning and design phase, planners and designers lack appropriate tools and face interoperability challenges, which often results in insufficient consideration of demand response programs. The review of the operational phase highlighted the socio-technical challenges related to both the complexity of deployment and communication, as well as privacy and acceptability issues. Finally, the paper proposes a number of targeted research directions to address challenges and promote greater energy flexibility deployments, including capturing building demand side dynamics, improving baseline estimations and developing seamless connectivity between buildings and districts.