empowering business in real time. © copyright 2009, osisoft, llc. all rights reserved. regional...

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Empowering Business in Real Time. © Copyright 2009, OSIsoft, LLC. All rights Reserved. Regional Seminar Series Raleigh October 27, 2009 Dashboards/Scorecards/KPIs utilizing PIWebParts & Datalink for Excel Todd Brown Center of Excellence Engineer OSIsoft, LLC.

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Page 1: Empowering Business in Real Time. © Copyright 2009, OSIsoft, LLC. All rights Reserved. Regional Seminar Series Raleigh October 27, 2009 Dashboards/Scorecards/KPIs

Empowering Business in Real Time. © Copyright 2009, OSIsoft, LLC.  All rights Reserved.  

Regional Seminar SeriesRaleigh

October 27, 2009

Dashboards/Scorecards/KPIs utilizing PIWebParts & Datalink for Excel

Todd BrownCenter of Excellence EngineerOSIsoft, LLC.

Page 2: Empowering Business in Real Time. © Copyright 2009, OSIsoft, LLC. All rights Reserved. Regional Seminar Series Raleigh October 27, 2009 Dashboards/Scorecards/KPIs

2 Value now. Value over time. © Copyright 2009, OSIsoft, LLC.  All rights Reserved.  

• Learn about the value of Microsoft and OSIsoft integration

• Learn about PIWebParts and Datalink for Excel Services and how they complement each other

• Learn about how batch data can be displayed on the web

• Answer Questions and Inspire Action

Goals for Today

Page 3: Empowering Business in Real Time. © Copyright 2009, OSIsoft, LLC. All rights Reserved. Regional Seminar Series Raleigh October 27, 2009 Dashboards/Scorecards/KPIs

3 Value now. Value over time. © Copyright 2009, OSIsoft, LLC.  All rights Reserved.  

Inventory MgmtInventory Mgmt

Challenge: Islands of Information

DCSDCSLIMSLIMS

Process HistorianProcess Historian

InstrumentsInstruments

EnvironmentalEnvironmental

Line of BusinessLine of Business

Collected by HandheldCollected by Handheld

Various Data sources within one unit …

Page 4: Empowering Business in Real Time. © Copyright 2009, OSIsoft, LLC. All rights Reserved. Regional Seminar Series Raleigh October 27, 2009 Dashboards/Scorecards/KPIs

4 Value now. Value over time. © Copyright 2009, OSIsoft, LLC.  All rights Reserved.  

Challenge: Islands of Information

Multiplied across the entire facility…

Page 5: Empowering Business in Real Time. © Copyright 2009, OSIsoft, LLC. All rights Reserved. Regional Seminar Series Raleigh October 27, 2009 Dashboards/Scorecards/KPIs

5 Value now. Value over time. © Copyright 2009, OSIsoft, LLC.  All rights Reserved.  

Multiplied across the entire enterprise…

Challenge: Islands of Information

Page 6: Empowering Business in Real Time. © Copyright 2009, OSIsoft, LLC. All rights Reserved. Regional Seminar Series Raleigh October 27, 2009 Dashboards/Scorecards/KPIs

6 Value now. Value over time. © Copyright 2009, OSIsoft, LLC.  All rights Reserved.  

OSIsoft PI System, PIWebParts, ProcessBook, & Datalink for

automated and centralized data collection and analysis

OSIsoft PI System, PIWebParts, ProcessBook, & Datalink for

automated and centralized data collection and analysis

Microsoft SharePoint, PerformancePoint, and Excel to

provide secure, role-based views into data

Microsoft SharePoint, PerformancePoint, and Excel to

provide secure, role-based views into data

Challenge: Islands of Information

Page 7: Empowering Business in Real Time. © Copyright 2009, OSIsoft, LLC. All rights Reserved. Regional Seminar Series Raleigh October 27, 2009 Dashboards/Scorecards/KPIs

7 Value now. Value over time. © Copyright 2009, OSIsoft, LLC.  All rights Reserved.  

• Composed of

• PIWebParts – Web parts for data visualization

• RtBaseline Services – Data access for PIWebParts

• PI Data, Relational Data, Web Services Data

• Datalink for Excel Services (DLES) * – thin client web front end to Datalink/Batchview reports authored in Excel

• Rich Client Applications – Authoring environment (ProcessBook, Datalink, Batchview)

• Requires

• Windows Server 2003

• Windows SharePoint Services 3.0

• SQL Server 2005 or SQL Express 2005 (can be on separate box)

• Optional

• * Microsoft Office SharePoint Server (MOSS) Enterprise Edition (required for Datalink for Excel Services, DLES)

• Live Communications Server

• Office 2007

PIWebParts & Datalink for Excel Services on Microsoft Office Sharepoint Server (MOSS)

Page 8: Empowering Business in Real Time. © Copyright 2009, OSIsoft, LLC. All rights Reserved. Regional Seminar Series Raleigh October 27, 2009 Dashboards/Scorecards/KPIs

8 Value now. Value over time. © Copyright 2009, OSIsoft, LLC.  All rights Reserved.  

PIWebParts 2.2 & Datalink for Excel Services

RtBatchTable RtGauge RtGraphic

RtTable

RtTimeRange

RtTimeSeries

RtTreeView

RtTrend

RtValues

RtXYPlot

PI Datalink for Excel ServicesRtMessenger

Page 9: Empowering Business in Real Time. © Copyright 2009, OSIsoft, LLC. All rights Reserved. Regional Seminar Series Raleigh October 27, 2009 Dashboards/Scorecards/KPIs

10 Empowering Business in Real Time. © Copyright 2009, OSIsoft, LLC.  All rights Reserved.  

Technology Integration Today

Real-Time Portal: SharePoint, PerformancePoint, and PIWebParts

Page 10: Empowering Business in Real Time. © Copyright 2009, OSIsoft, LLC. All rights Reserved. Regional Seminar Series Raleigh October 27, 2009 Dashboards/Scorecards/KPIs

11 Empowering Business in Real Time. © Copyright 2009, OSIsoft, LLC.  All rights Reserved.  

Technology Integration Today

Real-Time Portal: SharePoint and OSIsoft PIWebParts Integration

PI Data Integrated into Microsoft PI Data Integrated into Microsoft PerformancePoint ServicesPerformancePoint Services

Page 11: Empowering Business in Real Time. © Copyright 2009, OSIsoft, LLC. All rights Reserved. Regional Seminar Series Raleigh October 27, 2009 Dashboards/Scorecards/KPIs

12 Empowering Business in Real Time. © Copyright 2009, OSIsoft, LLC.  All rights Reserved.  

PI Data Displayed Through Excel ServicesPI Data Displayed Through Excel Services

Real-Time Portal: SharePoint and OSIsoft PIWebParts Integration

Page 12: Empowering Business in Real Time. © Copyright 2009, OSIsoft, LLC. All rights Reserved. Regional Seminar Series Raleigh October 27, 2009 Dashboards/Scorecards/KPIs

13 Empowering Business in Real Time. © Copyright 2009, OSIsoft, LLC.  All rights Reserved.  

Real-Time Portal: SharePoint and OSIsoft PIWebParts Integration

PI Data Visualized through OSIsoft PI Data Visualized through OSIsoft PIWebPartsPIWebParts

Page 13: Empowering Business in Real Time. © Copyright 2009, OSIsoft, LLC. All rights Reserved. Regional Seminar Series Raleigh October 27, 2009 Dashboards/Scorecards/KPIs

14 Empowering Business in Real Time. © Copyright 2009, OSIsoft, LLC.  All rights Reserved.  

Real-Time Portal: SharePoint and OSIsoft RtWebParts Integration

PI DataData Integrated into Microsoft PerformancePoint Services

Page 14: Empowering Business in Real Time. © Copyright 2009, OSIsoft, LLC. All rights Reserved. Regional Seminar Series Raleigh October 27, 2009 Dashboards/Scorecards/KPIs

OSIsoft PIWebParts Integration with Microsoft Office Communication Server 2007

Microsoft Communication

Server Integration

Page 15: Empowering Business in Real Time. © Copyright 2009, OSIsoft, LLC. All rights Reserved. Regional Seminar Series Raleigh October 27, 2009 Dashboards/Scorecards/KPIs

PI Notifications:Delivery Through Microsoft Office Communication Server 2007

Page 16: Empowering Business in Real Time. © Copyright 2009, OSIsoft, LLC. All rights Reserved. Regional Seminar Series Raleigh October 27, 2009 Dashboards/Scorecards/KPIs

18 Value now. Value over time. © Copyright 2009, OSIsoft, LLC.  All rights Reserved.  

MOSS & PI WebParts & DLESBioPharma Plant Status

Current Batch Production Status Across Different Sites or Factories

Page 17: Empowering Business in Real Time. © Copyright 2009, OSIsoft, LLC. All rights Reserved. Regional Seminar Series Raleigh October 27, 2009 Dashboards/Scorecards/KPIs

19 Value now. Value over time. © Copyright 2009, OSIsoft, LLC.  All rights Reserved.  

MOSS & PI WebParts & DLESBioPharma Factory 1 Media Prep Overview

Drill Down Into a Process Area for More Details

Page 18: Empowering Business in Real Time. © Copyright 2009, OSIsoft, LLC. All rights Reserved. Regional Seminar Series Raleigh October 27, 2009 Dashboards/Scorecards/KPIs

20 Value now. Value over time. © Copyright 2009, OSIsoft, LLC.  All rights Reserved.  

MOSS & PI WebParts & DLESBioPharma Factory 1 Overview Page – Batch Production Metrics

Factory 1 Batch Production Metrics by Unit

Page 19: Empowering Business in Real Time. © Copyright 2009, OSIsoft, LLC. All rights Reserved. Regional Seminar Series Raleigh October 27, 2009 Dashboards/Scorecards/KPIs

21 Value now. Value over time. © Copyright 2009, OSIsoft, LLC.  All rights Reserved.  

MOSS & PI WebParts & DLESBioPharma Factory 1 Equipment Utilization

Factory 1 Equipment Utilization

Page 20: Empowering Business in Real Time. © Copyright 2009, OSIsoft, LLC. All rights Reserved. Regional Seminar Series Raleigh October 27, 2009 Dashboards/Scorecards/KPIs

22 Value now. Value over time. © Copyright 2009, OSIsoft, LLC.  All rights Reserved.  

MOSS & PI WebParts & DLESBioPharma Factory 1 Equipment Utilization History

Factory 1 Equipment Utilization History

Page 21: Empowering Business in Real Time. © Copyright 2009, OSIsoft, LLC. All rights Reserved. Regional Seminar Series Raleigh October 27, 2009 Dashboards/Scorecards/KPIs

23 Value now. Value over time. © Copyright 2009, OSIsoft, LLC.  All rights Reserved.  

MOSS & PI WebParts & DLESBioPharma Factory 1 Alarms & Events by Unit TA001

Alarms & Events Rollup KPIs by Unit TA001

Page 22: Empowering Business in Real Time. © Copyright 2009, OSIsoft, LLC. All rights Reserved. Regional Seminar Series Raleigh October 27, 2009 Dashboards/Scorecards/KPIs

24 Value now. Value over time. © Copyright 2009, OSIsoft, LLC.  All rights Reserved.  

MOSS & PI WebParts & DLESBioPharma Factory 1 Alarms & Events by Unit TA002 & Process

Alarms

Alarms & Events Rollup KPIs by Unit TA002 & Process Alarms

Page 23: Empowering Business in Real Time. © Copyright 2009, OSIsoft, LLC. All rights Reserved. Regional Seminar Series Raleigh October 27, 2009 Dashboards/Scorecards/KPIs

26 Value now. Value over time. © Copyright 2009, OSIsoft, LLC.  All rights Reserved.  

MOSS & PI WebParts & DLESBioPharma Factory 1 Alarms & Events by Unit TA002 (Parsed

Data)

Alarms & Events (Parsed Detailed Data with Conditional Formatting)

You can have another similar display for Alarms by BATCHYou can have another similar display for Alarms by BATCH

Page 24: Empowering Business in Real Time. © Copyright 2009, OSIsoft, LLC. All rights Reserved. Regional Seminar Series Raleigh October 27, 2009 Dashboards/Scorecards/KPIs

27 Value now. Value over time. © Copyright 2009, OSIsoft, LLC.  All rights Reserved.  

MOSS & PI WebParts & DLESBioPharma Factory 1 Batch Cycle Time 2 – Operation Cycle

Time

Batch Cycle Time (Across a Range of Batches)

Page 25: Empowering Business in Real Time. © Copyright 2009, OSIsoft, LLC. All rights Reserved. Regional Seminar Series Raleigh October 27, 2009 Dashboards/Scorecards/KPIs

28 Value now. Value over time. © Copyright 2009, OSIsoft, LLC.  All rights Reserved.  

MOSS & PI WebParts & DLESBioPharma Factory 1 Batch CPP Analysis 3 – Pressure vs Limits & Summary

Calcs

Batch Critical Process Parameter Analysis (Across a Range of Batches)

Min / Max Pressure for COOL Phase vs LimitsMin / Max Pressure for COOL Phase vs LimitsLimit Evaluation Rollup

Stats for All BatchesLimit Evaluation Rollup

Stats for All Batches

Page 26: Empowering Business in Real Time. © Copyright 2009, OSIsoft, LLC. All rights Reserved. Regional Seminar Series Raleigh October 27, 2009 Dashboards/Scorecards/KPIs

29 Value now. Value over time. © Copyright 2009, OSIsoft, LLC.  All rights Reserved.  

MOSS & PI WebParts & DLESBioPharma Factory 1 Batch CPP Analysis 4 – XY Bubble Chart

X Axis = Agitator Avg from WFI_CHARGE\AGITATE PhaseY Axis = Temp Avg from WFI_CHARGE\COOL PhaseBubble Size = Charge Material from MP_RM_CHARGE Phase (Small = Material A, Large = Material B)

X Axis = Agitator Avg from WFI_CHARGE\AGITATE PhaseY Axis = Temp Avg from WFI_CHARGE\COOL PhaseBubble Size = Charge Material from MP_RM_CHARGE Phase (Small = Material A, Large = Material B)

Batch CPP Analysis XY Bubble Chart (Across a Range of Batches)

Page 27: Empowering Business in Real Time. © Copyright 2009, OSIsoft, LLC. All rights Reserved. Regional Seminar Series Raleigh October 27, 2009 Dashboards/Scorecards/KPIs

30 Value now. Value over time. © Copyright 2009, OSIsoft, LLC.  All rights Reserved.  

MOSS & PI WebParts & DLESBioPharma Factory 1 Batch Trend Comparison DLES 1

Batch Trend Comparisons (Across Operations)

Page 28: Empowering Business in Real Time. © Copyright 2009, OSIsoft, LLC. All rights Reserved. Regional Seminar Series Raleigh October 27, 2009 Dashboards/Scorecards/KPIs

31 Value now. Value over time. © Copyright 2009, OSIsoft, LLC.  All rights Reserved.  

MOSS & PI WebParts & DLESBioPharma Factory 1 Batch Trend Comparison DLES 2 – Changed Start/End Time to

Phase

Batch Trend Comparisons (Across Phases)

Page 29: Empowering Business in Real Time. © Copyright 2009, OSIsoft, LLC. All rights Reserved. Regional Seminar Series Raleigh October 27, 2009 Dashboards/Scorecards/KPIs

32 Value now. Value over time. © Copyright 2009, OSIsoft, LLC.  All rights Reserved.  

MOSS & PI WebParts & DLESBioPharma Factory 1 Batch Trend Comparison DLES 3 – Changed to

Pressure Parameter

Batch Trend Comparisons (Changed Parameter to Pressure)

Page 30: Empowering Business in Real Time. © Copyright 2009, OSIsoft, LLC. All rights Reserved. Regional Seminar Series Raleigh October 27, 2009 Dashboards/Scorecards/KPIs

33 Value now. Value over time. © Copyright 2009, OSIsoft, LLC.  All rights Reserved.  

MOSS & PI WebParts & DLESBioPharma Factory 1 Batch Trend Comparison DLES 4 – Filter on Unit TA002

Batch Trend Comparisons (Filter on TA002 Unit Batches)

Batch Stats & Conditional Formatting in Excel 2007Batch Stats & Conditional Formatting in Excel 2007

Page 31: Empowering Business in Real Time. © Copyright 2009, OSIsoft, LLC. All rights Reserved. Regional Seminar Series Raleigh October 27, 2009 Dashboards/Scorecards/KPIs

© Copyright 2009, OSIsoft, LLC.  All rights Reserved.  34 Value now. Value over time.

Conclusions

Page 32: Empowering Business in Real Time. © Copyright 2009, OSIsoft, LLC. All rights Reserved. Regional Seminar Series Raleigh October 27, 2009 Dashboards/Scorecards/KPIs

35 Value now. Value over time. © Copyright 2009, OSIsoft, LLC.  All rights Reserved.  

Conclusions and Key Takeaways

Page 33: Empowering Business in Real Time. © Copyright 2009, OSIsoft, LLC. All rights Reserved. Regional Seminar Series Raleigh October 27, 2009 Dashboards/Scorecards/KPIs

Thank youThank you

© Copyright 2009 OSIsoft, LLC.

 777 Davis St., Suite 250 San Leandro, CA 94577