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Presented by © Copyright 2011 OSIsoft, LLC Visualizing PI System Data with Dashboards and Reports Laurie Dieffenbach Product Manager

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Page 1: Visualizing PI Data with Dashboards and Reports...• Functional • Maintenace staff is trained on it • Company has made a large investment in it and has created a web front end

Presented by

© Copyright 2011 OSIsoft, LLC

Visualizing PI System Data with

Dashboards and Reports

Laurie Dieffenbach

Product Manager

Page 2: Visualizing PI Data with Dashboards and Reports...• Functional • Maintenace staff is trained on it • Company has made a large investment in it and has created a web front end

© Copyright 2011 OSIsoft, LLC

Experience

COLLECT HISTORIZE FIND ANALYZE DELIVER VISUALIZE

Page 3: Visualizing PI Data with Dashboards and Reports...• Functional • Maintenace staff is trained on it • Company has made a large investment in it and has created a web front end

© Copyright 2011 OSIsoft, LLC

What’s New with Visualization in PI System 2010?

KPI

Scorecards in

Excel

Excel based

Reports Dashboards

in SharePoint

PI Notification

Delivery

Page 4: Visualizing PI Data with Dashboards and Reports...• Functional • Maintenace staff is trained on it • Company has made a large investment in it and has created a web front end

© Copyright 2011 OSIsoft, LLC

PI DataLink for Excel 2010

PI WebParts for SharePoint 2010

PI and PowerPivot for Excel 2010

PI and PowerPivot for SharePoint 2010

PI Data Access Technologies

PI Notifications 1.1 OCS R2 Delivery Channel

Visualization for PI System 2010

Page 5: Visualizing PI Data with Dashboards and Reports...• Functional • Maintenace staff is trained on it • Company has made a large investment in it and has created a web front end

© Copyright 2011 OSIsoft, LLC

Role-based Dashboarding

Management

Knowledge Worker

Engineering Staff

Content Creator

Page 6: Visualizing PI Data with Dashboards and Reports...• Functional • Maintenace staff is trained on it • Company has made a large investment in it and has created a web front end

© Copyright 2011 OSIsoft, LLC

Content Creator Roles

• Use different data sources

• Create scorecards

• Create multidimensional reports

• Publish to SharePoint

Page 7: Visualizing PI Data with Dashboards and Reports...• Functional • Maintenace staff is trained on it • Company has made a large investment in it and has created a web front end

© Copyright 2011 OSIsoft, LLC

PI DataLink for Excel 2010

PI WebParts for SharePoint 2010

PI and PowerPivot for Excel 2010

PI and PowerPivot for SharePoint 2010

PI Data Access Technologies

PI Notifications 1.1 OCS R2 Delivery Channel

Visualization for PI System 2010

Page 8: Visualizing PI Data with Dashboards and Reports...• Functional • Maintenace staff is trained on it • Company has made a large investment in it and has created a web front end

© Copyright 2011 OSIsoft, LLC

Using Excel 2010 features with PI DataLink

Page 9: Visualizing PI Data with Dashboards and Reports...• Functional • Maintenace staff is trained on it • Company has made a large investment in it and has created a web front end

© Copyright 2011 OSIsoft, LLC

PI and PowerPivot for Excel 2010

PI DataLink for Excel 2010

PI WebParts for SharePoint 2010

PI and PowerPivot for SharePoint 2010

PI Data Access Technologies

PI Notifications 1.1 OCS R2 Delivery Channel

Visualization for PI System 2010

Page 10: Visualizing PI Data with Dashboards and Reports...• Functional • Maintenace staff is trained on it • Company has made a large investment in it and has created a web front end

© Copyright 2011 OSIsoft, LLC

Building Multi-dimensional Reports

Page 11: Visualizing PI Data with Dashboards and Reports...• Functional • Maintenace staff is trained on it • Company has made a large investment in it and has created a web front end

© Copyright 2011 OSIsoft, LLC

PI and PowerPivot for SharePoint 2010

PI DataLink for Excel 2010

PI WebParts for SharePoint 2010

PI and PowerPivot for Excel 2010

PI Data Access Technologies

PI Notifications 1.1 OCS R2 Delivery Channel

Visualization for PI System 2010

Page 12: Visualizing PI Data with Dashboards and Reports...• Functional • Maintenace staff is trained on it • Company has made a large investment in it and has created a web front end

© Copyright 2011 OSIsoft, LLC

Publishing to SharePoint

Page 13: Visualizing PI Data with Dashboards and Reports...• Functional • Maintenace staff is trained on it • Company has made a large investment in it and has created a web front end

© Copyright 2011 OSIsoft, LLC

Management Roles

Easy navigation to needed

information

Content is already built, but

can interact with it to focus

on an issue

Easy access to assistance

from experts

Page 14: Visualizing PI Data with Dashboards and Reports...• Functional • Maintenace staff is trained on it • Company has made a large investment in it and has created a web front end

© Copyright 2011 OSIsoft, LLC

Scorecards in SharePoint using Excel Services

Page 15: Visualizing PI Data with Dashboards and Reports...• Functional • Maintenace staff is trained on it • Company has made a large investment in it and has created a web front end

© Copyright 2011 OSIsoft, LLC

PI and PowerPivot for SharePoint 2010

PI DataLink for Excel 2010

PI WebParts for SharePoint 2010

PI and PowerPivot for Excel 2010

PI Data Access Technologies

PI Notifications 1.1 OCS R2 Delivery Channel

Visualization for PI System 2010

Page 16: Visualizing PI Data with Dashboards and Reports...• Functional • Maintenace staff is trained on it • Company has made a large investment in it and has created a web front end

© Copyright 2011 OSIsoft, LLC

Using Reports in SharePoint

Page 17: Visualizing PI Data with Dashboards and Reports...• Functional • Maintenace staff is trained on it • Company has made a large investment in it and has created a web front end

© Copyright 2011 OSIsoft, LLC

Knowledge Worker Roles

Access to all needed tools

Contribute material for use by

others

Act to resolve problems and

prevent recurrence

Page 18: Visualizing PI Data with Dashboards and Reports...• Functional • Maintenace staff is trained on it • Company has made a large investment in it and has created a web front end

© Copyright 2011 OSIsoft, LLC

Providing Appropriate Detail

Page 19: Visualizing PI Data with Dashboards and Reports...• Functional • Maintenace staff is trained on it • Company has made a large investment in it and has created a web front end

© Copyright 2011 OSIsoft, LLC

Getting to relevant content

Page 20: Visualizing PI Data with Dashboards and Reports...• Functional • Maintenace staff is trained on it • Company has made a large investment in it and has created a web front end

© Copyright 2011 OSIsoft, LLC

PI WebParts 2010

Integrate the PI System with existing investments

• Functional

• Maintenace staff is trained on it

• Company has made a large

investment in it and has created a

web front end for it

Legacy

maintenance

software

Excel Reports

• Reports that engineers

and managers rely on

Manuals, Safety,

Maps

• Key data that is

stored online

•Safety

• Equipment

manuals

• Weather

• Maps

Page 21: Visualizing PI Data with Dashboards and Reports...• Functional • Maintenace staff is trained on it • Company has made a large investment in it and has created a web front end

© Copyright 2011 OSIsoft, LLC

Integrating Existing Apps with PI WebParts

Page 22: Visualizing PI Data with Dashboards and Reports...• Functional • Maintenace staff is trained on it • Company has made a large investment in it and has created a web front end

© Copyright 2011 OSIsoft, LLC

PI DataLink + Excel 2010 + PowerPivot

Page 23: Visualizing PI Data with Dashboards and Reports...• Functional • Maintenace staff is trained on it • Company has made a large investment in it and has created a web front end

© Copyright 2011 OSIsoft, LLC

User-driven Reporting with Power Pivot

Excel 2010 & Power Pivot

PI Server

Maintenance Financials

Page 24: Visualizing PI Data with Dashboards and Reports...• Functional • Maintenace staff is trained on it • Company has made a large investment in it and has created a web front end

© Copyright 2011 OSIsoft, LLC

Managed Self Service BI

Page 25: Visualizing PI Data with Dashboards and Reports...• Functional • Maintenace staff is trained on it • Company has made a large investment in it and has created a web front end

© Copyright 2011 OSIsoft, LLC

BI for Manufacturing

Page 26: Visualizing PI Data with Dashboards and Reports...• Functional • Maintenace staff is trained on it • Company has made a large investment in it and has created a web front end

© Copyright 2011 OSIsoft, LLC

Keeping Insights Up to Date

PowerPivot user specifies

the data sources SharePoint automatically

refreshes the data

Microsoft

Analysis

Services

Microsoft

SQL Azure Microsoft

Access Oracle

Teradata

Microsoft

Reporting

Services SQL

Server Excel

Files Text

Files

IBM DB2 Sybase Informix

Refreshing Data in SharePoint 2010

SharePoint can refresh the data from the specified data sources over the Web, in the cloud, from internal databases, PI System 2010, Excel files, and any other location with network connectivity.

Publish Solution

PI System 2010

Page 27: Visualizing PI Data with Dashboards and Reports...• Functional • Maintenace staff is trained on it • Company has made a large investment in it and has created a web front end

© Copyright 2011 OSIsoft, LLC

PI DataLink for Excel 2010

PI WebParts for SharePoint 2010

PI and PowerPivot for Excel 2010

PI and PowerPivot for SharePoint 2010

PI Data Access Technologies

PI Notifications 1.1 OCS R2 Delivery Channel

Visualization for PI System 2010 Everything you need to work with PI System data in Microsoft Office (2010)

PI for Office 2010

Page 28: Visualizing PI Data with Dashboards and Reports...• Functional • Maintenace staff is trained on it • Company has made a large investment in it and has created a web front end

© Copyright 2011 OSIsoft, LLC