copyright © 2010 osisoft, inc version 4.6 using pi datalink the visuals

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Page 1: Copyright © 2010 OSIsoft, Inc Version 4.6 Using PI DataLink The Visuals

Copyright © 2010 OSIsoft, Inc

Version 4.6

Using PI DataLink

The Visuals

Page 2: Copyright © 2010 OSIsoft, Inc Version 4.6 Using PI DataLink The Visuals

Copyright © 2010 OSIsoft, Inc

Introductions

Instructor Students

Tell us about your PI System What is your role with PI? What skills do you need to learn?

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Page 3: Copyright © 2010 OSIsoft, Inc Version 4.6 Using PI DataLink The Visuals

Copyright © 2010 OSIsoft, Inc

Course Overview

Length: 1 day Interactive course:

Theory 50% Exercises and examples 50%

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Page 4: Copyright © 2010 OSIsoft, Inc Version 4.6 Using PI DataLink The Visuals

Copyright © 2010 OSIsoft, Inc

Objectives

Understand the fundamentals of PI technology Learn to access data in the PI server Become familiar with the use of PI Datalink

Please ask questions as they arise!

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Page 5: Copyright © 2010 OSIsoft, Inc Version 4.6 Using PI DataLink The Visuals

Copyright © 2010 OSIsoft, Inc

Course Content

Introduction to PI Common Dialog Windows PI Tags Data Flow PI Time Format PI Datalink

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Page 6: Copyright © 2010 OSIsoft, Inc Version 4.6 Using PI DataLink The Visuals

Copyright © 2008 OSIsoft, Inc

1.0 Introduction to PI

Page 7: Copyright © 2010 OSIsoft, Inc Version 4.6 Using PI DataLink The Visuals

Copyright © 2010 OSIsoft, Inc

OSIsoft is a Trusted Partner

> $188M Revenues Over 20% reinvested in R&D Approaching 50% revenue from outside N. America

30+ Year History Founded 1980, ~630 professionals HQ San Leandro, CA

Recognized Global Leader Dominant market position across

industries

Recognized

Experienced

Knowledgeable

14,000+ Customer Installations 40% of Fortune 1000 process and

manufacturing companies use the PI System 65% of Global 500 process and manufacturing

companies use the PI System

Strategic Partnerships Microsoft, SAP, Cisco, Intel Rockwell, Emerson

14,000+ Customers,110+ countries

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Page 8: Copyright © 2010 OSIsoft, Inc Version 4.6 Using PI DataLink The Visuals

Copyright © 2010 OSIsoft, Inc

Calgary, Alberta

San Leandro, CA

Phoenix, AZ

Houston and Longview,TX

Frankfurt, Germany

Perth, Australia

Sydney, Australia

Singapore

São Paulo, Brazil

Tokyo, Japan

Manama, Bahrain

Beijing, China Montréal, Québec

Philadelphia, PA

Cleveland, OH

Johnson City, TN

Savannah, GA

OSIsoft Offices

Naucalpan, México

KwaZulu, Natal, South Africa

New Plymouth, New Zealand

Moscow, Russia

Shanghai, China

Czech Republic

Madrid, Spain

Paris, France

Global Presence

Page 9: Copyright © 2010 OSIsoft, Inc Version 4.6 Using PI DataLink The Visuals

Copyright © 2010 OSIsoft, LLC

1.0 PI Basics

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Page 10: Copyright © 2010 OSIsoft, Inc Version 4.6 Using PI DataLink The Visuals

Copyright © 2010 OSIsoft, LLC

1.1 What is a PI System?

Page 11: Copyright © 2010 OSIsoft, Inc Version 4.6 Using PI DataLink The Visuals

Copyright © 2010 OSIsoft, Inc

The PI System 2010

11

PI System 2010

Virtualization

High availability

Windows integrated security

Real-time Interfaces

PI Server

PI Asset Framework PI Archives

PI Notifications PI Analytics

PE Totalizer PI ACE

64-bit product

IT DataIT MONITOR

Custom DataAPIs / SDKs

Relational Data OLEDB / ODBC

SQL SERVER / ORACLE

Web ServicesSOA / EXTERNAL DATA

LEGACY APPS

Real-Time DataDCS / PLC / SCADA / OPC

HISTORIANS / INTERFACES

Page 12: Copyright © 2010 OSIsoft, Inc Version 4.6 Using PI DataLink The Visuals

Copyright © 2010 OSIsoft, Inc

Basic Parts

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Interface Node

PI Server

`

Client PC

Data Source

Page 13: Copyright © 2010 OSIsoft, Inc Version 4.6 Using PI DataLink The Visuals

Copyright © 2010 OSIsoft, Inc

Architecture of a Typical PI System

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Page 14: Copyright © 2010 OSIsoft, Inc Version 4.6 Using PI DataLink The Visuals

Copyright © 2010 OSIsoft, LLC

1.2 PI Tags

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Page 15: Copyright © 2010 OSIsoft, Inc Version 4.6 Using PI DataLink The Visuals

Copyright © 2010 OSIsoft, Inc

What is a PI Tag?

It is a unique storage point for data in the PI system. It is simply a single point of measurement.

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Examples A flow rate from a flowmeter A controller’s mode of operation The batch number of a product Text comments from an operator The results of a totalizer or calculation

Page 16: Copyright © 2010 OSIsoft, Inc Version 4.6 Using PI DataLink The Visuals

Copyright © 2010 OSIsoft, Inc

PI Tag Attributes

Each PI Tag has a set of attributes for: Describing the tag to a User/Client Application

o “How is the information displayed?” Describing the tag to the Control System Interface

o “How is the information found?” Describing the tag to the PI Server

o “How is the information stored?”

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Page 17: Copyright © 2010 OSIsoft, Inc Version 4.6 Using PI DataLink The Visuals

Copyright © 2010 OSIsoft, Inc

PI Tag Attributes – Display

Tag name: unique name of the PI point Descriptor: PI tag description EngUnits: Engineering units PointType: type of variable stored Zero, Span and Typical value: minimum, range

and typical values Point source: allows grouping of PI tags by data

interface (DCS,PLC, or other sources)

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Page 18: Copyright © 2010 OSIsoft, Inc Version 4.6 Using PI DataLink The Visuals

Copyright © 2008 OSIsoft, Inc

1.2 Data Flow

Page 19: Copyright © 2010 OSIsoft, Inc Version 4.6 Using PI DataLink The Visuals

Copyright © 2010 OSIsoft, Inc

Data Tests

Every value can go through 2 data screeningtests before being archived:

Exception Test “Send only significant changes in data to the

server”

Compression Test“Store only data needed to reliably represent

process behavior”

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Page 20: Copyright © 2010 OSIsoft, Inc Version 4.6 Using PI DataLink The Visuals

Copyright © 2010 OSIsoft, Inc 20

Data Flow

New Value (scan or

exception based)

Exception Test Snapshot

PI Compression Algorithm

PI Archives

Data acquisition node

PI server

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Copyright © 2010 OSIsoft, Inc

Raw Data - Example

Raw values scanned on the data source. Without Exception and Compression tests, these

would all be archived

Time

Tem

per

atu

re

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Page 22: Copyright © 2010 OSIsoft, Inc Version 4.6 Using PI DataLink The Visuals

Copyright © 2010 OSIsoft, Inc

Exception Test (Interface Level)

Exception Test:

ExcMax (time)

+ ExcDev

- ExcDevCurrent Snapshot

• New values outside the box violate the Exception test.

• The Exception Test is performed by the interface• When a value violates the Exception test, this value

and the previous one are sent to the PI Server.

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Page 23: Copyright © 2010 OSIsoft, Inc Version 4.6 Using PI DataLink The Visuals

Copyright © 2010 OSIsoft, Inc

Exception Test

When a value passes this test, that value and the previous value are reported. Why? To have a better representation of the actual tag behavior

Snapshot value

+/- ExcDev

Trend if previous value

is not sent

Previous value

Trend if previous

value is sent

Tem

per

atu

re

Time

passes the exception test

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Page 24: Copyright © 2010 OSIsoft, Inc Version 4.6 Using PI DataLink The Visuals

Copyright © 2010 OSIsoft, Inc

Exception Test - Example

Time

Tem

per

atu

re

P

E

P

P

P

E

E

E

EE

E E

E E

E: Exception P: Previous

E

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Page 25: Copyright © 2010 OSIsoft, Inc Version 4.6 Using PI DataLink The Visuals

Copyright © 2010 OSIsoft, Inc

Exception Test - Results

Time

Tem

per

atu

re

Successive values sent to the PI Server.When a value is sent, it becomes the new snapshot.

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Page 26: Copyright © 2010 OSIsoft, Inc Version 4.6 Using PI DataLink The Visuals

Copyright © 2010 OSIsoft, Inc

Directed Exercise

Time Value Snapshot Time Current Snapshot

10:00:00 70.3 10:00:00 70.3

10:01:00 67.1

10:02:00 71.4

10:03:00 70.1

10:04:00 68.2

10:05:00 66.0

10:06:00 65.8

10:07:00 64.2

10:08:00 60.0

10:09:00 63.1

Consider the following parameters: ExcDevPercent: 2 Span; 200 ExcMax: 180

The current snapshot value and timestamp are: 70.3 10:00:00

Which pass the exception test (not including previous values):

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Page 27: Copyright © 2010 OSIsoft, Inc Version 4.6 Using PI DataLink The Visuals

Copyright © 2010 OSIsoft, Inc

Turning Off Exception?

Behavior of ExcDev = 0, ExcMax = 0, is that Exception Test is turned off All values are sent to PI. This will increase the traffic between the data

collection node and the server.

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Page 28: Copyright © 2010 OSIsoft, Inc Version 4.6 Using PI DataLink The Visuals

Copyright © 2010 OSIsoft, Inc

Compression Test (PI Server)

Compression Test:

Last archived value

• If a value between the last archive event and the current snapshot is outside the box, the current snapshot violates the compression test. In this case, the value previous to the current snapshot will be archived.

• The Compression Test is done by the PI Server• Compression can be turned off with the Compressing attribute

+ CompDev

- CompDev

Currentsnapshot

< CompMax (s)

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Page 29: Copyright © 2010 OSIsoft, Inc Version 4.6 Using PI DataLink The Visuals

Copyright © 2010 OSIsoft, Inc

Compression Test – Example

Time

Tem

per

atu

re

A: Archived Value

A A

A

AA

A

A

The compression algorithm is performed on new snapshots to determine which data is kept in the PI archives

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Page 30: Copyright © 2010 OSIsoft, Inc Version 4.6 Using PI DataLink The Visuals

Copyright © 2010 OSIsoft, Inc

Compression Results

Time

Tem

per

atu

re

When the user requests a tag-time for which the value is interpolated, the difference can be no greater than

±CompDev

Values kept in the PI archives

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Page 31: Copyright © 2010 OSIsoft, Inc Version 4.6 Using PI DataLink The Visuals

Copyright © 2010 OSIsoft, Inc

Compression Results

After CompressionressionAfter ExceptionRaw values scanned

Tem

per

atu

re

Time

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Page 32: Copyright © 2010 OSIsoft, Inc Version 4.6 Using PI DataLink The Visuals

Copyright © 2010 OSIsoft, Inc

Turning Off Compression?

Behavior of Compression Compressing set to Off: all exceptions are archived

(no compression) Better Compressing set to ON, CompDev set to 0:

successive identical values (or values aligning perfectly) are not archived. This is much more efficient

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Page 33: Copyright © 2010 OSIsoft, Inc Version 4.6 Using PI DataLink The Visuals

Copyright © 2010 OSIsoft, Inc

Data Flow

The exception and compression specifications should be adjusted to achieve efficient archive storage without losing significant data.

Disk space and Performance vs Data accuracy

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Page 34: Copyright © 2010 OSIsoft, Inc Version 4.6 Using PI DataLink The Visuals

Copyright © 2010 OSIsoft, Inc

Exception and Compression Attributes

Each PI Tag can be individually configured for its exception reporting and compression

Exception ReportingAttributes

CompressionAttributes

ExcDev or ExcDevPercent

ExcMax ExcMin

CompDev or CompDevpercent

CompMax CompMin Compressing

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Page 35: Copyright © 2010 OSIsoft, Inc Version 4.6 Using PI DataLink The Visuals

Copyright © 2010 OSIsoft, Inc

Recommended Data Compression Specifications

Set the Compression Deviation to the minimum change that is measurable by the instrument.

Set the Exception Deviation to ½ of the compression deviation

Note: these are starting point recommendations.

Note: ExcMin, ExcMax, CompMin and CompMax are in SECONDS

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Page 36: Copyright © 2010 OSIsoft, Inc Version 4.6 Using PI DataLink The Visuals

Copyright © 2008 OSIsoft, Inc

1.3 PI Time Format

Page 37: Copyright © 2010 OSIsoft, Inc Version 4.6 Using PI DataLink The Visuals

Copyright © 2010 OSIsoft, Inc

PI Time Format

Absolute (a specific point in time) * : (NOW) t : 00:00:00 on the current day (TODAY) 18-feb-05 16:00:00

Relative (time is offset from another time) +8h : + 8 hours

Combined t+8h : today + 8 hours

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Page 38: Copyright © 2010 OSIsoft, Inc Version 4.6 Using PI DataLink The Visuals

Copyright © 2010 OSIsoft, Inc

Absolute Time

dd-mmm-yy HH:mm:ss.00000dd Daymmm Month (Jan, Feb, Mar, Apr, May, …)yy YearHH Hours in 24 hour formatmm Minutesss Seconds00000 Milliseconds

Example:

18-feb-05 10:43:29.323

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Page 39: Copyright © 2010 OSIsoft, Inc Version 4.6 Using PI DataLink The Visuals

Copyright © 2010 OSIsoft, Inc

Absolute Time

dd-mmm-yy HH:mm:ss

"Date" fields default to the current date"Time" fields default to 00.

Expression Meaning

25 00:00:00 on the 25th of the current month

25-Aug-03 00:00:00 on that date

8: 08:00:00 on the current date

25 8 08:00:00 on the 25th of the current month

21:30:01.02 9:30:01.0200 PM on the current date

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Page 40: Copyright © 2010 OSIsoft, Inc Version 4.6 Using PI DataLink The Visuals

Copyright © 2010 OSIsoft, Inc

Absolute Time – Other Formats

Symbol Meaning

* Current time

t 00:00:00 on the current day (TODAY)

y 00:00:00 on the previous day (YESTERDAY)

Monday, Tuesday, Wednesday, Thursday, Friday, Saturday. Sunday

00:00:00 on the most recent of that day of the week

Absolute time formats

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Page 41: Copyright © 2010 OSIsoft, Inc Version 4.6 Using PI DataLink The Visuals

Copyright © 2010 OSIsoft, Inc

Relative Time

Syntax Meaning

+2d + two days

-1.5h - One hour and a half

+32m + 32 minutes

-15 s - 15 seconds

Number of: Hours (h) Minutes (m) Seconds (s)

Leading sign (+ or -) is required. No default time unit: must specify d, h, m, s, w, mo, or y Can use fractions only for Hours, Minutes and Seconds

+2.5h, -0.5m Relative time is most often part of a Combined time

Years (y) Months (mo)

Weeks (w) Days (d)

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Page 42: Copyright © 2010 OSIsoft, Inc Version 4.6 Using PI DataLink The Visuals

Copyright © 2010 OSIsoft, Inc

Combined Formats

Syntax Meaning

*-8h 8 hours ago

T-7d 00:00:00, 7 days ago

Y+11h Yesterday at 11:00:00 AM

Monday + 14.5h 02:30:00 PM on the most recent Monday

Uses both an absolute and a relative time The absolute part of the time can be *, T, Y, or a day of

the week

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Page 43: Copyright © 2010 OSIsoft, Inc Version 4.6 Using PI DataLink The Visuals

Copyright © 2010 OSIsoft, Inc

Directed Exercise

PI Time Express the following timestamps using the absolute time

format: Tuesday-2d 1 6: y+8h *-30m

Express the following times in valid PI timestamps: Today at 6:00 AM The 4th of the current month at 16:00 12 hours ago

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Page 44: Copyright © 2010 OSIsoft, Inc Version 4.6 Using PI DataLink The Visuals

Copyright © 2010 OSIsoft, Inc

What are the two filtering tests that each event that is read on the data source can go through before being archived in the PI Server?

Which of the following are invalid PI times? a. 4 6 d. y-1y

b. 22 22: e. *-Monday

c. t-1.5d f. 09-Jun-06 22:45:35.0943

Group Recap Question (optional)

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Page 45: Copyright © 2010 OSIsoft, Inc Version 4.6 Using PI DataLink The Visuals

Copyright © 2008 OSIsoft, Inc

2.0 Common Dialog Windows

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Copyright © 2010 OSIsoft, Inc

PI Connection Manager Viewing Connection Information

Use the check boxes to connect / disconnect from the available PI servers

Connection settings

Connection information

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Page 47: Copyright © 2010 OSIsoft, Inc Version 4.6 Using PI DataLink The Visuals

Copyright © 2010 OSIsoft, Inc

PI Connection Manager Editing Connection Settings

The connection settings can de edited

Click the Save button to apply the changes

To change the default PI server, select Tools > Options

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Page 48: Copyright © 2010 OSIsoft, Inc Version 4.6 Using PI DataLink The Visuals

Copyright © 2010 OSIsoft, Inc

PI Connection Manager Adding a New Connection

To add a new PI server connection, select Server > Add Server

Network Path: either PI Server IP address or Hostname Default User Name: PI user used to connect Password: password if PI user is password protected Confirm: validates the connection at creation time Connection Type: PI 3 or PI 2 server Port Number: 5450 for a PI 3 Server or 545 for a PI 2 Server

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Page 49: Copyright © 2010 OSIsoft, Inc Version 4.6 Using PI DataLink The Visuals

Copyright © 2010 OSIsoft, Inc

PI Connection ManagerChanging Passwords

A PI user can change is own password from the PI Connection Manager Select Tools > Change Password

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Page 50: Copyright © 2010 OSIsoft, Inc Version 4.6 Using PI DataLink The Visuals

Copyright © 2010 OSIsoft, Inc

Directed Exercise

Connecting to PI:• Learn about connecting to PI with the PI SDK• Discover the IP address and computer name of your

PI Server

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Page 51: Copyright © 2010 OSIsoft, Inc Version 4.6 Using PI DataLink The Visuals

Copyright © 2010 OSIsoft, Inc

Tag Search Window – Basic Search

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Start searching according to the

criteria

Display the attributes/values for selected

tags

Tag search results

Look for a specific value/status/attrib

ute

Look for a specific point

type/class/source

Tag name mask

Select PI Server(s) to

search through

Validate selectio

n

Page 52: Copyright © 2010 OSIsoft, Inc Version 4.6 Using PI DataLink The Visuals

Copyright © 2010 OSIsoft, Inc

Tag Search Strategies

Tag Search using wildcards: Use * to replace any number of charactersExample: flow* = flow_meter1, flow_meter2, flow_meter3

Use ? to replace one character Example: tank?_level = tankA_level, tankB_level

Note 1: Search criteria are not case sensitive

Note 2: Search criteria can be combined Example: Look for Tag Mask = flow*  and Point Source =  o 

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Page 53: Copyright © 2010 OSIsoft, Inc Version 4.6 Using PI DataLink The Visuals

Copyright © 2010 OSIsoft, Inc

Tag Search Window – Advanced Search

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SQL-like query based on user-defined conditions

1- Define condition2- Click 'Add'…3- Click 'Search

Page 54: Copyright © 2010 OSIsoft, Inc Version 4.6 Using PI DataLink The Visuals

Copyright © 2010 OSIsoft, Inc

Tag Search Window – Alias Search

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Search through aliases in the PI ModuleDB (described later)

Page 55: Copyright © 2010 OSIsoft, Inc Version 4.6 Using PI DataLink The Visuals

Copyright © 2010 OSIsoft, Inc

Tag Information Windows

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Pt. Attr... Pt. Values...

Page 56: Copyright © 2010 OSIsoft, Inc Version 4.6 Using PI DataLink The Visuals

Copyright © 2010 OSIsoft, Inc

Directed Exercise – Searching for tags

Tag Mask: BA*

Tag Mask: *158*

Descriptor: *end*

Advanced Search:

PIpoint.Span > 100 AND

PIpoint.CompDevPercent > 1

Save this search as a favorite.

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Page 57: Copyright © 2010 OSIsoft, Inc Version 4.6 Using PI DataLink The Visuals

Copyright © 2010 OSIsoft, Inc

What information needs to be specified when creating a new connection to a PI server?

What are the two wildcard characters available in a tag search?

Group Recap Question (optional)

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Page 58: Copyright © 2010 OSIsoft, Inc Version 4.6 Using PI DataLink The Visuals

Copyright © 2008 OSIsoft, Inc

4.0 PI DataLink

Page 59: Copyright © 2010 OSIsoft, Inc Version 4.6 Using PI DataLink The Visuals

Copyright © 2010 OSIsoft, Inc

Objectives Learn how to effectively use PI DataLink in MS Excel Be able to retrieve current and archived values Be able to retrieve sampled values from the archive Learn how to retrieve calculated values Learn how to retrieve PI expressions values Learn how to filter the results Learn how to use the trend element

PI DataLink

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Page 60: Copyright © 2010 OSIsoft, Inc Version 4.6 Using PI DataLink The Visuals

Copyright © 2010 OSIsoft, Inc

What is PI DataLink ?

PI DataLink is an OSIsoft Add-In for Microsoft Excel (and Lotus 1-2-3)

This Add-In lets you import data from the PI System into a spreadsheet for further analysis

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mhamel
Big Picture: Explain where the functionalities of PI will appear in MS Excel.Important info: Version 4.0.3 of PI DataLink can used with MS Excel 2003 and 2007. Older version of PI DataLink still works with MS Excel 2007.
Page 61: Copyright © 2010 OSIsoft, Inc Version 4.6 Using PI DataLink The Visuals

Copyright © 2010 OSIsoft, Inc

PI DataLink Menu

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1 2 3 4 5 6 7 8

1. Functions that retrieve a single value

2. Functions that retrieve series of values

3. Functions that retrieve calculated values

4. Trend display tool, Tag search and connections

5. Alternate tag identification methods

6. Module Database related methods

7. Settings and help

8. Notification search

Page 62: Copyright © 2010 OSIsoft, Inc Version 4.6 Using PI DataLink The Visuals

Copyright © 2010 OSIsoft, Inc

PI DataLink Menu with Excel 2003

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Functions that retrieve a single value

Functions that retrieve series of values

Functions that retrieve calculated values

Function to retrieve notifications

Tag search, connections, settings and help

Alternate tag identification methods

Trend display tool

Page 63: Copyright © 2010 OSIsoft, Inc Version 4.6 Using PI DataLink The Visuals

Copyright © 2010 OSIsoft, Inc

PI DataLink Settings

1. Determines how tags selected in the Tag Search dialog window are copied on the spreadsheet: Columns or Rows

2. Determines if the PI server's name is copied automatically in PI DataLink dialog boxes

3. Determines which time zone PI DataLink interprets time from (PI server vs client station)

4. Option to Display #N/A instead of blanks when there are more cells than data to fill them

5. Option to ignore locale settings on the operating system when parsing timestamps

6. Determines the number format for PI DataLink results

7. Determines the date/time format for PI DataLink results

12

45

7

6

3

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Copyright © 2010 OSIsoft, Inc

DataLink Settings

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1

2

4

3

Page 65: Copyright © 2010 OSIsoft, Inc Version 4.6 Using PI DataLink The Visuals

Copyright © 2010 OSIsoft, Inc

Help on functions

Hovering the mouse over a specific function make the description appears below the ribbon.

To get help from the documentation, click on the function icon and press F1 on the keyboard.

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Copyright © 2010 OSIsoft, Inc

Preset functions

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• Every function in the ribbon with a triangle pointing downward gives you preset functions

• These preset functions have the time related fields already filled for you or location of data

• Click on the desired options to use them

Page 67: Copyright © 2010 OSIsoft, Inc Version 4.6 Using PI DataLink The Visuals

Copyright © 2010 OSIsoft, Inc

Current Value

Function: PICurrVal Retrieves the current value for a tag

Arguments1. PI Server name or cell reference

2. Tag name or cell reference(s) to a list of tags

3. Output Cell

4. Display the timestamp

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1

2

3

4

Page 68: Copyright © 2010 OSIsoft, Inc Version 4.6 Using PI DataLink The Visuals

Copyright © 2010 OSIsoft, Inc

Archive Value

Function: PIArcVal Retrieves a single value from the PI archive

for a specified time stamp

Arguments1. Tag or Expression data retrieval

2. PI Server name or cell reference

3. Tag name or cell reference(s) to a list of tags

4. Time when to retrieve the data

5. How data are retrieved

6. Output Cell

7. Display the timestamp

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1

2

3

4

5

6

7

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Copyright © 2010 OSIsoft, Inc

Archive Value

Retrieval Mode Retrieves a value from the PI archive for a specified

time

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mhamel
Advanced topics: DataLink 4.0.3 used with Excel 2007 supports the usage of subseconds as the timestamp argument for the archive value retrieval.Task to caretaker: Add a notes page to talk about the timestamp with subseconds precision.
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Copyright © 2010 OSIsoft, Inc

Archive Value

Retrieval Mode

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• Previous - retrieves the value exactly matching or preceding the specified timestamp. • Previous only - retrieves the value preceding the specified timestamp. • Interpolated - interpolates the value at the specified time.• Auto - retrieves the value exactly matching or interpolates the value at the specified time. • Next - retrieves the value exactly matching or following the specified timestamp. • Next Only - retrieves the value following the specified timestamp. • Exact Time - retrieves only a value exactly matching the timestamp, or returns No events found if no value exists.

mhamel
Advanced topics: DataLink 4.0.3 used with Excel 2007 supports the usage of subseconds as the timestamp argument for the archive value retrieval.Task to caretaker: Add a notes page to talk about the timestamp with subseconds precision.
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Copyright © 2010 OSIsoft, Inc

Interpolated Values

0

0.5

1

1.5

2

2.5

3

3.5

0 1 2 3 4 5

Time

Val

ues

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Page 72: Copyright © 2010 OSIsoft, Inc Version 4.6 Using PI DataLink The Visuals

Copyright © 2010 OSIsoft, Inc

Tag Attributes

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1

2

3

4

Function: PITagAtt Retrieves an attribute associated with a tag

Arguments1. PI Server name or cell reference

2. Tag name or cell reference(s) to a list of tags

3. Attribute

4. Output Cell

Page 73: Copyright © 2010 OSIsoft, Inc Version 4.6 Using PI DataLink The Visuals

Copyright © 2010 OSIsoft, Inc

Update a Spreadsheet

Pressing F9 key does Recalculates Excel dynamic time functions

Recalculates Current Value function

Recalculates other PI DataLink functions based on these functions

Pressing CTRL+SHIFT+ALT+F9 simultaneously does Everything that F9 does Recalculates other PI DataLink functions based on relative PI time

(i.e. ‘Monday', '*', '*-3h')

Best practice to build your spreadsheet Use references to cells for the Tag Name, Start Time and End Time Use references to cells containing dynamic Excel time functions

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=NOW() and =TODAY()

=PICURRVAL()

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Copyright © 2010 OSIsoft, Inc

Refreshing Your Queries

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Page 75: Copyright © 2010 OSIsoft, Inc Version 4.6 Using PI DataLink The Visuals

Copyright © 2010 OSIsoft, Inc

Dynamic Time Functions in Excel

Function: =TODAY() Returns today’s date at 00:00:00

Example: =Today() – 1signifies yesterday at 00:00:00

Function: =NOW() Returns the current time and date

Example: =Now() - 3/24signifies 3 hours ago

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Notes: These functions are in units per day

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Copyright © 2010 OSIsoft, Inc

Directed Exercise

1. Open the PI and Excel time.xls spreadsheet located on the CD

2. Fill the table converting the desired times with PI and Excel time abbreviations

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Copyright © 2010 OSIsoft, Inc

Exercise DL1

Objective: Learn to extract a single value from a PI Database using the following functions:

Current value function Archive value function Tag attributes function

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Activity Report

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Copyright © 2010 OSIsoft, Inc

Archived vs. Sampled Values

Archived:

Values stored in the PI archive

Sampled:

Values evenly spaced in time. These values are interpolated from the archived values.

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Copyright © 2010 OSIsoft, Inc

Compressed data (start time/end time)Function: PICompDat

Retrieves compressed data from the archive based on a start time and an end time

Arguments1. Search for a time range

2. PI Server name or cell reference

3. Tag name or cell reference(s) to a list of tags

4. Date/Time to begin extraction to Date/Time to end; data can be returned in reverse order

5. Filter

6. Show or hide the filtered data zone

7. How to treat data at the beginning and end of the time range

8. Output Cell

9. Display count, timestamps, quality bits and annotations

10. Vertical or horizontal result

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Calculation Boundary Types

Inside (default): Returns values at start and end times, if they exist, or the nearest values occurring within the range.

• Outside: Returns the closest values occurring immediately outside the range.

• Interpolated: Returns interpolated values at start and end times.

• Auto: Interpolated, but using Inside behavior for tags with step attributes set on Windows-based PI Servers.

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Calculation Boundary Types

Inside (B,C,D) Outside (A,B,C,D,E) Interpolated (F,B,C,D,G)

B

C

D

E

Start

Time

End

Time

A

F (interpolation) G (interpolation)

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Compressed Data (start time/number)

Function: PINCompDat Retrieves compressed data from the archive based on a start

time and a number of values to be returned

Arguments1. Search for a number of value

2. PI Server name or cell reference

3. Tag name or cell reference(s) to a list of tags

4. Date/Time to begin extraction to Date/Time with a number of values; data can be returned in reverse order

5. Filter

6. Show or hide the filtered data zone

7. How to treat data at the beginning and end of the time range

8. Output Cell

9. Display timestamps, quality bits and annotations

10. Vertical or horizontal result

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Quality Flags

Some applications allow reading or writing of additional information such as the quality or the status of a specific value (questionable, substituted)

These bits can be shown in a separate column, beside the value itself

Consult interface-specific documentation to determine if they support this functionality

The PI Server allows addition of annotations on archived values

This information can be shown with the show annotations option

They will be in another column beside the other(s)

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Sampled Data

Function: PISampDat Retrieves evenly spaced interpolated values

from the archive

Arguments1. Tag or Expression data retrieval

2. PI Server name or cell reference

3. Tag name or cell reference(s) to a list of tags

4. Date/Time to begin interpolation with evenly time space data and Date/Time to end

5. Filter

6. Show or hide the filtered data zone

7. Output Cell

8. Display timestamps

9. Vertical or horizontal result

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Resize the array

If the array has not been resized to show all values, the last row of data will contain this message:

• Resize to show all values

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To Edit an Array

Three options are available:1. Manually:

1. Select the new cell range for the array

2. Press F23. Press CTRL+SHIFT+ENTER simultaneously

2. Via the dialog window:1. Right-click on a cell in the array

2. Select the name of the function in the contextual menu

3. Do the modifications in the dialog window

4. Click on OK

3. For functions that need to be resized:1. Right-click on a cell in the array

2. Select the Recalculate (Resize) PIDL formula option

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How to Resize an Array

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Array Values

Use this PI DataLink setting to output #N/A in the cells of a PI DataLink array not containing any data

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Exercise DL2

Objective: Learn to retrieve process data using the Compressed Data function

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Operational Start Up

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Timed Data

Function: PITimeDat Retrieves sampled data synchronized with an array

of time values

Arguments1. Tag or Expression data retrieval

2. PI Server name or cell reference

3. Tag name or cell reference(s) to a list of tags

4. Time when to retrieve the data; it must use reference cells only

5. How data are retrieved

6. Output Cell

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Calculated Data

Function: PICalcDat Retrieves a calculated value for a

given tag, in a specified time interval. Calculations allowed are: total, minimum, maximum, standard deviation, range, count, average and mean

Arguments1. Tag or Expression data retrieval

2. PI Server name or cell reference

3. Tag name or cell reference(s) to a list of tags

4. Date/Time to begin calculation to Date/Time to end

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Calculated Data

Arguments…5. Sub-interval calculation

6. Filter

7. Conversion Factor

8. Type of calculation

9. Weighting

10. How expression is evaluated

11. Sampling frequency

12. Minimum % of good value needed

13. Output Cell

14. Display time, minimum or maximum timestamp inside the interval

15. Display % of good value

16. Vertical or horizontal result

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The Three Rules of Performance Equations

Numbers and operators are written as is. Tag names and timestamps are written in

single quotes: 'CDT158' Strings are written in double quotes:

"This is a string"

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Performance Equation Functions

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• % of time tag has good valuesPctGood()• Range of min to maxRange()• Time-weighted standard deviationStDev()• Time-weighted averageTagAvg()• Event-weighted averageTagMean()• Maximum value in periodTagMax()• Minimum value in periodTagMin ()• Time integral over a periodTagTot()

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What is a Conversion Factor?

Used with PI DataLink, in the Calculated Data function

A multiplier used to change a number from one unit of measure to anothero Ex: 1000 g/kg, 2.54 cm/inch, 24 hours/day, 1440 minutes/day

When using the Total function in Calculated Data, it is used to correct PI’s assumption that the data is in units per day

Is equal to 1.0 when source data is in units/day

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Conversion Factors

It is important to supply the correct conversion factor when calculating TOTALS with PI because PI assumes the engineering units of a rate tag is units per day.

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Example: For a flow measured in m³/h, a conversion factor of 24 must be supplied to convert between the engineering units of the rate tag and the units/day assumption of PI.

Rate tag Assumption of Conversionengineering units the PI Server Factor

Units / day Units / day 1Units / hour Units / day 24Units / minute Units / day 1440Units / second Units / day 86400

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Computing Totals

0

1

3

5

7

0 1 2 3 4 5 6 7 8 9 10 11

Time (m)

Flow (GPM)

Normal total = (3 gpm x 3m) + (5 gpm x 2m) + (1 gpm x 3m) = 22 gallons

PI assumes this measurement to

be units/day

PI total = ((3 gallons per day x 3m x 1day/1440m) + (5 gallons per day x 2m x 1day/1440m) + (1 gallon per day x 3m x 1day/1440m)) *

1440m/1d = 22 gallons

The total computed by PI must be multiplied by a factor of 1440

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Exercise DL3

Objective: Learn to extract multiple calculated values from a PI Database using the Calculated Data function

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Daily Production

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Filtered Sampled Data

Function: PISampFilDat Retrieves a series of evenly spaced interpolated

values that satisfy a filter condition

Arguments1. Filter expression using the Performance Equation

syntax

In this example, the filter is written to remove all values from tag <tagname> which are lesser or equal than 120

2. Show or hide the filtered data zone

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Filtered Compressed Data

Function: PICompFilDat or PINCompFilDat Retrieves compressed data based on a start time and

an end time or an initial date/time and a number of values to be returned which also satisfy a filter condition

Arguments1. Search for a time range or for a number of value

2. Filter expression using the Performance Equation syntax

In this example, the filter is written to remove all values from tag <another tagname> which are not equal to the digital state ON

3. Show or hide the filtered data zone

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Conditional formatting in Excel 2007

New conditional formatting of Excel gives great look and a comprehensive perspective to your report

Useful to compare values extracted from PI

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CONCATENATE Function in Excel

Cannot combine text and references to cells in PI DataLink dialog boxes

Use the CONCATENATE function to join several text strings into one text string Up to 30 text items Items can be:

o Texto Numberso References to cell

Syntax: =CONCATENATE(text1, text2, etc…) Example: =Concatenate("my name", " is ", B2)

(assuming that cell B2 contains a name)

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Exercise DL4

Objective: Learn to apply filters to select the values to extract from a PI Database using the following function Sampled Data

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Off-Specification Production

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Expression Calculation

Function: PIExpDat Retrieves data from calculations on tag

expressions (via the Sampled Data dialog box)

Arguments1. PI Server name or cell reference

2. Expression to evaluate following the Performance Equation syntax

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Other Expression Calculation Methods

Expression calculations can also be performed For one specific time in the past (Archive Value dialog box) For a specific list of timestamps (Timed Data dialog box) To obtain statistics or totals on an expression (Advanced Calculated

Data dialog box)

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PI Calculated Data vs. PI Expression

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PI Calculated Data - Compute the maximum of sinusoid tag over each 24 hour period for the last 168 hours (7 days)

PI Expression - Compute the maximum of sinusoid tag for the most recent 8 hours, every 24 hours period for the last 168 hours (7 days)

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PI Calculated Data vs. PI Expression

PI Expression

PI Calculated Data

time

**-7d

max maxmax max maxmax max1day 1day1day 1day 1day1day 1day

time

8h 8h8h 8h 8h8h 8h

1day 1day1day 1day 1day1day 1day

max maxmax max maxmax max

If the time interval in the PI expression was changed to 1 day, it means forTagMax(‘sinusoid’, ‘*-1d’, ‘*’) function, the results of both expressions will be identical.

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Exercise DL5

Objectives: Learn to carry out a calculation for the current value of an expression;

Use MS Excel’s Conditional Formatting to make your PI Data Link reports more useful.

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Expression Calculation

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Exercise DL6 (Optional)

Objectives: Learn to apply complex filters to extract archived

values Learn to synchronize data extraction Learn to extract maximum value of a time range

using Calculated data function Use MS Excel’s Conditional Formatting to make

your PI DataLink report easy to use

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Quality Control Report

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Time Filtered

Function: PITimeFilter Retrieves the amount of time where an expression is true

Arguments1. PI Server name or cell reference

2. Expression to evaluate

3. Date/Time to begin evaluation to Date/Time to end

4. Sub-interval evaluation

5. Time units of the response

6. Output Cell

7. Display Start Time or End Time

8. Display % of good value

9. Vertical or horizontal result

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Data validation cell

Data validation constrains input answer in a cell to criteria:

Integer numbers only Decimal numbers only Date and/or time Items chosen from a list

Useful to build preformatted report.

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Exercise DL7

Objective: Calculate an operating time with the function Time Filtered

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Operating Time - Excel

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Trend Display Tool

Create trends similar to PI ProcessBook trends Based on PI Data and/or Data

from the worksheet Option to update automatically Option to modify scales and

appearance Possibility to zoom in a part of

the trend

Select PI Ribbon > Insert Trend

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Trend Display ToolConfiguration

Trend Wizard Define data sources Define how they are

displayed

Format Properties Configure every single

item on trend Colors, line styles, etc.

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Trend Display ToolRight-Click Menu

The right-click menu allows the user to: Temporary modify the scales and the time frame Revert to original scales and time frame Permanently modify the scales and the time frame

(the Revert option does not apply to this change) Add a scroll bar for the time frame Add markers Change the trend's appearance

(colors, lines, etc.) Add or remove traces Delete, move, resize the trend

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Exercise DL8

Objective: Learn to use the Insert Trend function with: Data from MS Excel worksheet and PI data

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Tank Level

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PointID to Tag

Function: PIPointIDToTag This function allows the user to always make reference to a

specific point ID and not the tag name. Very useful when tag names are expected to change

Arguments1. PI Server name or cell reference

2. Point ID

2. Output Cell

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Attribute Mask to Tag

Function: PIAttributeMaskToTag This function returns a list of tag names in PI that match

one o more specified tag attribute values.

Arguments1. PI Server name or cell reference

2. Tag name or cell reference(s) to a list of tags

3. Descriptor mask, default to everything

4. Point Source mask, default to everything

5. Point Type mask , default to everything

6. Point Class mask , default to everything

7. Engineering Units mask , default to everything

8. Output Cell

9. Vertical or horizontal result

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Recap Exercise DL9

Time Permitting - Build a PI DataLink Report to: Use PI function to show number of saleable boards produced

per shift Use PI function to show average length of saleable boards Show total value of scrap produced per shift Add meaningful text labels and formatting to the data to

facilitate its use Work in teams if you wish Bonus: Display the current value of the tag in RED when the

reactor temperature drops below 60

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(Optional)

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Conclusion

“By using PI, we have been able to see what we guessed was happening. We have been able to validate our ideas and turn them into substantive savings. In our case, 10% of our operations budget.”

Chilkoot Ward Director of UtilitiesUniversity of Alaska (Power Generation)

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Questions

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