Maximo Watson Analytics

FMMUG

April 2016

0

April 2016

Pam Denny, IBM

pdenny@us.ibm.com

Agenda: Ad Hoc (QBR) Reporting

Value Details Best PracticesReference

MaterialsDemo

1

Maximo Ad Hoc Reporting Value

Reduce Custom ReportsFewer custom reports -> Fewer Costs ->

Improved Upgrade times

Ease of Use

2

Ease of UseStreamlined, Simplified Dialog.

Sig/Performance Options for User Success

Extended FeaturesEditing, Summaries (Min, Max, Avg)

Calculations (Days Overdue)

Ad Hoc Details: Creation

Style

Content

33

Calculate

Summarize

Format

Ad Hoc Creation

44

Detail:

Greatest flexibility in field selection

Ad Hoc: Styles

List:

Greatest flexibility in sorting and grouping

55

Greatest flexibility in field selectionGreatest flexibility in sorting and grouping

Ad Hoc: Apply application query

Takes active

application query

1

66

application query

2

Applies query as

FILTER to ad hoc

report

Difference between Saved and Run Time Where Clauses

Saved: Always used if field checked during report creationIf checked, QBR will ALWAYS execute against saved application query

77

Run Time: Available only if filter (parameter) set during CreationParameter value entered at run time becomes ‘Dynamic Where’

Ad Hoc Creation: Miscellaneous

Title: Must define before

saving report

Share?

*Sig Option Enabled

88

Runs and saves report. Closes dialog.

Cancel: Closes Dialog

Displays report content. Dialog remains Open

*Sig Option Enabled

Ad Hoc Details: Creation

Style

Content

99

Calculate

Summarize

Format

Ad Hoc: Content

10

Ad Hoc: Content

Parent Category

Or ROS (Report Object

Structures)

Parent = Main object of

application

11 Previously called ‘Select’

Children = Related

Objects

Navigate thru ROS

Hierarchy to find/add

fields to your report

Ad Hoc: Content

Available Fields:

Add to your report via

check boxes, hyperlinks or

‘Add..’ buttons

Selected Fields:

12

Selected Fields:

By default, all persistent

list tab fields added.

Can change labels, order or

delete.

Ad Hoc Details: Creation

Style

Content

1313

Calculate

Summarize

Format

User defines calculations on selected attributes

Ad Hoc: Calculations

1414

Calculated values display as COLUMNS on Ad Hoc report

Ad Hoc: Calculations

15

Calculations: Process Flow1. Add attributes to your expression.2. Attributes display in Expression Section3. Data Type defaults to 1st attribute value

1

16

2

3

Calculations: Process Flow

4. Complete Expression adding sql or mathematical functions

5. Input Name (Column Description)

6. Update Data Type if required

7. Test Expression �

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7. Test Expression �

4

5 6

7

Calculations: Test Expression

Attribute:1. In correct format 2. Available to the user in the Report Object Structure3. Valid value exists (ex. typed in correctly) 4. All attributes within an expression are from the same object

Function1. Functions used are available to user in Expression Library

Checks EXPRESSION for key items including

18

1. Functions used are available to user in Expression Library

Expression1. No division by 0 2. Does not contain another expression

Calculations: Common Issue: Data Types

Selecting correct data type for expression is criticalIf the expression will result in a number:

Select Amount, integer, decimal, duration, or yorn

If the expression will result in a date or date time:Select Date time or time data type

19

Why?Data types are required for mapping to the BIRT Data Set Method

Maximo Database Type BIRT Data Type Data Set Method

YORN String getBooleanString(String attributeName)

DATETIME, TIME DateTime getTimestamp(String attributeName)

Integer Integer getInteger(String attributeName)

Calculations: Common Issue: Data TypesData Type varies by DatabaseExample: Number of days Overdue in Work Order TrackingCalculated as Current Date – Scheduled Finish

OracleExpression: &DATETIME& - SCHEDFINISHData Type: Integer

*Expression: days (&DATETIME&) - days (date(SCHEDFINISH))

20

DB2

Sql Server*Expression: datediff(day, &DATETIME&,SCHEDFINISH)Data Type: Integer

*Expression: days (&DATETIME&) - days (date(SCHEDFINISH))Data Type: Decimal

*function must be added to Expression library

Calculations: Expression LibraryList of sql functions user can add to expression

* Configurable in Report Administration*Prevents sql updates….

21

Calculation: Business Rules…Most Common Question

22Not for distribution

All attributes in expression must be from same object

Calculation: Business Rules1. Attributes can be added to expression - without being a Selected Attribute

from Content Tab

2. Attributes from parent object do not have to be included in the list of expressions.

3. User can create expressions on child and/or grandchild objects - if he follows the hierarchy order

4. The same attribute can be added multiple times to a single expression

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4. The same attribute can be added multiple times to a single expression

Ad Hoc Details: Creation

Style

Content

2424

Calculate

Summarize

Format

Ad Hoc Summaries

User defines summary functions for selected fields….

2525

…and then summarized values display on Ad Hoc report

Ad Hoc Summaries

26

Summaries: How does it work?

7 Available functions can be applied to fields Total, Count, Average, Minimum, Maximum, Median and Mode

27

Summaries: Process FlowSelect Field Select Function Add Values Available on report 4321

28Not for distribution

1

2

3

4

Listing Report

Summary

Summaries: Results

2929

Report SummaryGrouping Summaries

Grouping Summaries

Summaries: Business Rules

1. Free-Form summary entry is not available (Minimizes errors)

2. Summaries for child object can be added if A minimum of 1 attribute from the child object has been selected on the Content tab

or if an expression has been created on the child object

- > Error message

30

3. Can only add single instance of attribute and summaryExample:Average Work Order Priority from Work Order object can be added once.

Summaries: Business Rules

4. Each data type and summary is not supportedYellow areas below not supported

31

Example: Can not add a Minimum, Maximum of YORN ( 1 or 0) fields

*Additional business rules in Backup Section of presentation

Ad Hoc Details: Creation

Style

Content

3232

Calculate

Summarize

Format

Ad Hoc: Format

33

Edit QBR: Optional

User who creates QBR….can edit it… or use edit it… or use it as base for new QBR

Edit: Best Practices: Key Business Rules

1. Cannot edit QBR if there are future QBR report schedules

Scenario 1 Scenario 2

Today’s Date April 12, 2016 April 12, 2016

QBR Create Date Feb 2, 2016 Feb 2, 2016

ROS Change Date Jan 1, 2016 March 1, 2016

Can edit QBR? Yes No

2. Cannot edit QBR if ROS has changed after the QBR was created

You determine if user can edit QBR if other security groups have access

Via Property setting mxe.report.adhoc.editWithGroupAccess

If yes, QBR owner can edit QBR -

regardless of what security groups

Best Practices: Configure QBR Edit Access

regardless of what security groups

have access

If no, QBR owner cannot edit QBR

when any security group has access

Agenda: Ad Hoc (QBR) Reporting

Overview Details Best PracticesReference

MaterialsDemo

37

Maximo BI Best Practices

Carefully review each security group’s Skill Sets

Database Knowledge

Business Need

Before granting themCreate Report Object Structures

38

Create Report Object Structures

Create Ad Hoc Report

Apply Summaries

Add Calculations

Share report content with others

To insureAccurate report content and

Eliminate negative performance impacts

Best Practices: Report Object Structures

Person creating must be knowledgeable of Maximo database and relationships

Stanley’s WO reportWO for Project XYZPM WO Location 432

Work Order

Report Object

Structure

WO Details For Sup Fred

Planning WO Details for Liz

Overdue WO Location ACD-12

Buffalo’s WO Projections

WO for 87-z122 ProjectMy WO Report

WO for Project XYZPM WO Location 432

Projected WO for Finishing Location

Maximo BI Users

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Enterprise Report Users

Application User

Power User

Developer

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Maximo BI Users: Best Practice – QBR Sig Options

Developer

Admin

Enterprise Report Users

Application User

Power User

Developer

Create QBR Calculate Summarize

Create QBR

Application UserCreate Ad Hoc Reports only

42

Power UserAccess to all Ad Hoc features- Create, Summarize, Calculate and share publicly

43

Agenda: Ad Hoc (QBR) Reporting

Overview Details Best PracticesReference

MaterialsDemo

44

Maximo 76 BI Recorded Demos

25+ Demos on KPIs, Ad Hoc and BIRT Reporting

http://ibm.co/1BZ4nwl

QBR Business Rule Workbook

46

http://www-01.ibm.com/support/docview.wss?uid=swg21695270

QBR Feature Guide

47

http://www-01.ibm.com/support/docview.wss?uid=swg21696691

Maximo 76 Reference Materials

Maximo 76 BI Recordings: http://ibm.co/1BZ4nwl

Maximo 76 Cognos Recordings: http://ibm.co/1HAkF0Q

Maximo 76 BI Documentation: http://ibm.co/1ybttI2Maximo 76 BI Documentation: http://ibm.co/1ybttI2

Maximo Report Wiki: http://ibm.co/13V4RZZ

Maximo 76 BiLogs: http://ibm.co/1Nf81b9

Backup

49

Calculations: Business Rules (Additional)

1. Expression Name does not need to be unique

2. Expression name can contain text, numeric values or special characters

50

1

Calculation: Business Rules (Additional)

3. Data type and category fields are not populated for any attributes added manually

4. Attribute names (Value) only can be used in the expression. Attribute descriptions (Labels) are not allowed.

4

51

4

3

4

Summaries: Business Rules (Additional)

4. Summaries for a grand-child object can be added if - a minimum of 1 attribute from its corresponding parent, and grand-child object has been selected on the Content tab - or added thru a calculation

5. Calculations can not utilize summary expressions

6. Formats of summaries are predefinedDecimal: 2 Decimal Places

52

Decimal: 2 Decimal Places Integer: 0 Decimal Places Dates: One Date Field Date and Time: 2 fields. 1 with Date and 1 Time Duration: HH:MM

7. Editing of summaries is not enabledQuicker to add/delete summaries than to edit