factelligence reports in wonder ware information server

Factelligence™ Reports in

Wonderware Information Server

Invensys Systems, Inc.

Revision D

Last Revision: 12/1/08

Copyright© 2008 Invensys Systems, Inc. All Rights Reserved. All rights reserved. No part of this documentation shall be reproduced, stored in a retrieval system, or transmitted by any means, electronic, mechanical, photocopying, recording, or otherwise, without the prior written permission of Invensys Systems, Inc. No copyright or patent liability is assumed with respect to the use of the information contained herein. Although every precaution has been taken in the preparation of this documentation, the publisher and the author assume no responsibility for errors or omissions. Neither is any liability assumed for damages resulting from the use of the information contained herein.The information in this documentation is subject to change without notice and does not represent a commitment on the part of Invensys Systems, Inc. The software described in this documentation is furnished under a license or nondisclosure agreement. This software may be used or copied only in accordance with the terms of these agreements.

Invensys Systems, Inc. 26561 Rancho Parkway South Lake Forest, CA 92630 U.S.A. (949) 727-3200http://www.wonderware.comFor comments or suggestions about the product documentation, send an e-mail message to [email protected].

TrademarksAll terms mentioned in this documentation that are known to be trademarks or service marks have been appropriately capitalized. Invensys Systems, Inc. cannot attest to the accuracy of this information. Use of a term in this documentation should not be regarded as affecting the validity of any trademark or service mark.Alarm Logger, ActiveFactory, ArchestrA, Avantis, DBDump, DBLoad, DT Analyst, Factelligence, FactoryFocus, FactoryOffice, FactorySuite, FactorySuite A2, InBatch, InControl, IndustrialRAD, IndustrialSQL Server, InTouch, MaintenanceSuite, MuniSuite, QI Analyst, SCADAlarm, SCADASuite, SuiteLink, SuiteVoyager, WindowMaker, WindowViewer, Wonderware, Wonderware Factelligence, and Wonderware Logger are trademarks of Invensys plc, its subsidiaries and affiliates. All other brands may be trademarks of their respective owners.

http://www.wonderware.com

3

Contents

Welcome............................................ 5Documentation Conventions...............................................5Technical Support ...............................................................6

Chapter 1 Using Factelligence Reports in Wonderware Information Server .............................. 7

Using Factelligence Reports in Reporting Services...........7Installing Factelligence Wonderware Information Server

Components ......................................................................8Downtime Analysis Report ...............................................10Genealogy by Work Order Report ....................................14OEE Analysis Report ........................................................18

Time Duration Format ...................................................22Supporting Tabular Data...............................................23

OEE by Shift Trend Report...............................................25OEE Details Report...........................................................29


Production by Entity Report .............................................39Production Event Summary for Utilization Report.........42


Wonderware Factelligence Integration Guide

4 Contents

Chapter 2 Starting Factelligence Manager from WIS ...55

Chapter 3 Viewing Factelligence Reports in Table Weaver............................................57

Listing Downtime Reason Groups....................................57Listing Entities..................................................................58Listing Items and Lots Associated with an Item.............58Listing Lots........................................................................59Listing Work Order IDs ....................................................59Searching for Entity Names .............................................60Searching for Entity Names with Date Time Filter for

OEE.................................................................................60Using Wildcard Characters in Searches ..........................61

Wonderware Factelligence Integration Guide

5

Welcome

This guide shows you how to view Factelligence reports with either the Reporting Services feature or the Table Weaver feature of Wonderware Information Server (WIS).

This guide assumes you know how to use Microsoft Windows, including navigating menus, moving from application to application, and moving objects on the screen. If you need help with these tasks, see the Microsoft online help.

You can view this document online or you can print it, in part or entirely, by using the print feature in Adobe Acrobat Reader.

Documentation ConventionsThis documentation uses the following conventions:

Convention Used for

Initial Capitals Paths and file names.

Bold Menus, commands, dialog box names, and dialog box options.

Monospace Code samples and display text.

Factelligence Reports in Wonderware Information Server

6 Welcome

Technical SupportWonderware Technical Support offers a variety of support options to answer any questions on Wonderware products and their implementation.

Before you contact Technical Support, refer to the relevant section(s) in this documentation for a possible solution to the problem. If you need to contact technical support for help, have the following information ready:

• The type and version of the operating system you are using.

• Details of how to recreate the problem.

• The exact wording of the error messages you saw.

• Any relevant output listing from the Log Viewer or any other diagnostic applications.

• Details of what you did to try to solve the problem(s) and your results.

• If known, the Wonderware Technical Support case number assigned to your problem, if this is an ongoing problem.


7

Chapter 1

Using Factelligence Reports in Wonderware Information Server

You can view Factelligence reports with either the Reporting Services feature or the Table Weaver feature of Wonderware Information Server (WIS).

Factelligence reports can show you:

• Production data for all shifts for specified entities and items.

• Genealogy to track specified items.

• OEE data.

• Production event summaries for Utilization

Using Factelligence Reports in Reporting Services

You can view Factelligence reports in Reporting Services if you set up Wonderware Information Server (WIS) to use the Microsoft Reporting Services feature, and, installed Information Server components when installing Factelligence.


8 Chapter 1 Using Factelligence Reports in Wonderware Information Server

Installing Factelligence Wonderware Information Server Components

To view Factelligence reports through the Wonderware Information Server (WIS) you must have Factelligence WIS components installed.

You can run the Factelligence installation at any time to install the WIS components.

Note You must have Wonderware Information Server (WIS) installed and configured properly before installing the Factelligence WIS components.

To Install WIS Components:

1 Run the Factelligence installation program.2 Click Next until you get to the Select Installation

Type window.3 Select the Create a Report Server check box.

4 Select the Custom button.5 Verify that all three items under the Wonderware

Information Server Contents group are indicating that they will be installed. They are:• Manager Menu Items• Table Weaver Reports


Installing Factelligence Wonderware Information Server Components 9

• Reporting Services Reports

6 Continue until Factelligence installation is complete.Once installation of the WIS components are complete you can view the following:

• Downtime Analysis Report

• Genealogy by Work Order Report

• OEE Analysis Report

• OEE by Shift Trend Report

• OEE Details Report

• Production by Entity Report

• Production Event Summary for Utilization Report



Downtime Analysis ReportThe Downtime Analysis report shows down time data over a given period for selected parameters.

A down time event may not end within the given period. The end of the period is extended to include the full range of the longest event.

The Downtime Analysis report shows:

• The time, number of occurrences, and percentage of total time in each Downtime state reason, grouped and totaled by state group.

• Overall total duration and number of occurrences.

For each reason group, two bar graphs show the top 10 durations by reason group and the top 10 durations by reason.

To show the Downtime Analysis report

1 Open the WIS portal.2 In the System pane, expand Reports, then

Factelligence, and click Downtime Analysis. This will display the Date Time and Filter Screen in the main pane.

3 In the Date Time section enter the Start Time and End Time, or enter the Start Time and select the Relative Time Range, for the report.


Downtime Analysis Report 11

4 Select the Time Zone. This will convert the times of your Date Time & Filter query result into the time zone which you select. A globe/exclamation icon indicator will appear next to the Date Time Filter selection to indicate your change in the default time zone.

5 In the Filter section enter pattern search values in the following:• Item Name Pattern: Produced item name• Shift Name Pattern: Shift name• Entity Pattern: Entity name• Work OrderID Pattern: Work order ID

Note Pattern parameter searches allow you to narrow down the list of possible values by selecting only values that match the specified Wildcard Pattern. For more information on wildcard pattern searches, see Using Wildcard Characters in Searches on page 61.

6 You can also select values directly from your database in the following:• Items List: (Default ALL)• Shift Name List: (Default ALL)• Entities List: (Default ALL)



• Work OrderID List: (Default ALL)You can select values from your database in the above mentioned list boxes by:Changing the Do not auto-populate list boxes radio button to False (Default True).Then change the specific list item radio button to True (Default False).Click the drop down arrow next to the list text box to display your available database values.

Caution Depending on the size and variety of your database, displaying list fields could become very large and effect overall performance. To avoid this, the Do Not Auto-populate List Boxes filter option is set to True by default.

7 Show Filter Criteria:• True (Default) - Display your report’s filter criteria at

the top of the generated report.• False - Do not show filter criteria in generated report.

8 Show Expanded: You may select to choose between having your generated reports open fully expanded (True) or collapsed (False):• True - Display the generated reports fully expanded.• False (Default) - Have the generated reports

collapsed in the report tree result to be individually opened for viewing.

9 Click Execute. The report is generated and shows a tree of reason groups and the following information:• Reason Group Name• Freq: Total count of occurrences over the specified

time period.• Duration: Total down time (resolution in minutes)

for the specified time period.• % of Total: percentage of total down time over the

specified time period.10 Click on a reason group in the tree to show more detail in

the table. The table shows the following:• Reason State• Freq: Total count of occurrences over the specified

time period.• Duration: Total down time (resolution in minutes)

for the specified time period.• % of Total: percentage of total down time over the

specified time period.


Downtime Analysis Report 13

Below the table, a bar chart shows the top 10 downtime durations sorted by reason group. The bar chart maps the reason groups on the y-axis with the percentage down time on the x-axis of the bar chart.

Below the bar chart, another bar chart shows the top 10 down time durations sorted by reason state. The bar chart maps the reason states on the y-axis with the percentage down time on the x-axis of the bar chart.



Genealogy by Work Order ReportYou use the Genealogy by Work Order report to show which (source) items were consumed directly and indirectly to produce a destination item.

To enable genealogy, you must ensure that produced items of the same production level share a common operation ID, Work Order ID, Sequence Number and Lot Number.

The following criterion is being used to establish the correct linkage:

item_prod.wo_id = item_cons.wo_id ANDitem_prod.oper_id = item_cons.oper_id ANDitem_prod.seq_no = item_cons.seq_no ANDitem_prod.lot_no = item_cons.fg_lot_no

The Genealogy by Work Order report shows for any specified produced item of a specified grade and status, all consumed items that went into its production.

Note Genealogy does not take into account Sublots.

To show the Genealogy by Work Order report


Factelligence, and click Genealogy by Work Order. This will display the Date Time and Filter Screen in the main pane.



Genealogy by Work Order Report 15


5 In the Filter section enter pattern search values in the following:• Item Name Pattern: Item name• Work Order Id Pattern: Work order ID• Entity Pattern: Entity name


6 You can also select values directly from your database in the following:• Item Name List: (Default ALL)• Work OrderID List: (Default ALL)• Entities List: (Default ALL)You can select values from your database in the above mentioned list boxes by:Changing the Do not auto-populate list boxes radio button to False (Default True).Then change the specific list item radio button to True (Default False).Click the drop down arrow next to the list text box to display your available database values.



Note Depending on the size and variety of your database, displaying list fields could become very large and effect overall performance. To avoid this, the Do Not Auto-populate List Boxes filter option is set to True by default.





9 Click Execute. The report is generated and shows a tree of work order IDs that match the filter.

10 Click on a work order ID in the tree to show more detail on the produced item groups that use the specified work order ID.

11 Click on a produced item group to show its related data in a table.

The table shows in the header:

• Produced Lot• Target Entity Name • Grade Description• Status Description• Produced Quantity & UnitsThe table also shows all consumed items that went into the production of the selected produced item group. For each consumed item, you can see:• Item ID and Description• Lot


Genealogy by Work Order Report 17

• Entity Name



OEE Analysis Report The OEE Analysis report will display the Overall Equipment Effectiveness grouped by entity over a specified period of time.

The report will show:

• Efficiency Analysis Bar Chart displaying the four KPI’s for every entity that matches the filter criteria.

• % OEE• % Utilization• % Performance• % Quality

• OEE Trend Line Chart will display the OEE% per time period for each entity that matches the filter criteria.

To show the OEE Analysis report


Factelligence, and click OEE Analysis. This will display the Date Time and Filter Screen in the main pane.


Note If the selected start time for the report is not a whole hour the report will use the collected statistical data back from the beginning of the hour. If the selected end time is not a whole hour the report will go forward and utilize the collected statistical data up to the beginning of the next hour.


OEE Analysis Report 19


5 In the Filter section enter the specific values for the following:• Entity Name: Entity Name• Work Order ID: Work Order ID• Shift Desc: Shift Description• Item ID: Item nameYou can also select values directly from your database for the following:• Entity Name: (Default ALL)• Work Order ID: (Default ALL)• Shift Desc: (Default ALL)• Item ID: (Default ALL)You can select values from your database in the above mentioned list boxes by changing the Do not auto-populate list boxes radio button to False (Default True).Click the drop down arrow next to the list text box to display your available database values.


6 Report Sections Selection - Select the reports sections you want to display:• All (Default)• Data Filtering Criteria• Efficiency Analysis



• OEE Trend7 Time Resolution Selection:

• Day• Shift (Default)• Hour

Prior consideration must be taken into account to properly report OEE Analysis and OEE Details when making your Time Resolution selection.

Two general system parameters determine whether the system will go into Shift or Hour storage mode for recording production (good and reject). They are:

• Maintain distinct good production records• Maintain distinct reject production records

If these two parameter attributes are set to True/Yes (Default) the system will go into hourly data storage mode. All production (good or reject) is then stored in hourly buckets that it is related to.

By changing the two parameters attributes to False/No, the system will go into shift data storage mode. All production is then stored in the first hourly bucket in the database for that shift, regardless of how many hours there are in a shift.

Note The OEE Analysis and OEE Details reports will display some invalid data if the Time Resolution is set to Hour and the data storage mode was Shift while generating the data in the Factelligence database.

In Shift mode it is recommended you only set Time Resolution to Shift or Day (Shift is the default value).

The OEE Analysis and OEE Details report will correctly display the 4 KPIs per hour (Time Resolution = Hour) if the data in the Factelligence Database was recorded while in the hour data storage mode.



8 Click Execute.

The report is generated and displays:

• Data Filtering Criteria: The Start, End or Time Range specified for the report.



• Efficiency Analysis: This bar chart will show the four KPIs calculated for each entity that matches the filter criteria.

Note Additional data can be retrieved from this chart. See Supporting Tabular Data on page 23.

• OEE Trend: This line chart will show a separate OEE% trend per Entity based on the Time Resolution selected.


Time Duration FormatAll report items that display time durations will show the time in hh:mm:ss format unless identified differently in the column header or chart label.

• Days and hours will be shown (calculated to) as hours (hh) with at least 2 digits.

• Minutes (mm) will be displayed with two digits.• Seconds (ss) will be displayed with two digits.

For example:



• 2 days, 15 hours, 45 minutes, and 36 seconds would look like: 63:45:36

• 36 seconds would look like: 00:00:36• 45 minutes and 36 seconds would look like: 00:45:36

Supporting Tabular DataYou can retrieve additional detailed information from each chart. By clicking the chart titles, or entity bars or lines represented in the charts you will be redirected to more detailed supporting information.

OEE Analysis by Period ReportsBy clicking on the Efficiency Analysis or OEE Trend chart titles you will be redirected to a detailed OEE Analysis by Period report.

This tabular data represents the data used to compile the chart and can be exported for use in other applications.

Once displayed, you can then save this data to a file type of your choice for use in other application.

How to export (save) your data to file

1 Above the data displayed in the OEE Analysis by Period report is a report utility bar. Specify the type of file you want by selecting the arrow next to the Select a format drop down text box to display the file types available. Select a file type.



2 Click the Export link to display the File Download dialog box. Follow the prompts to save the file.

OEE Details ReportsBy clicking on individual entity bars or trend lines in the charts displayed will redirect you to corresponding OEE Details Report for the entity or trend selected.


OEE by Shift Trend Report 25

OEE by Shift Trend ReportYou use the OEE by Shift Trend report to show data related to the determination of the Overall Equipment Effectiveness of a given entity for all shifts that started within the given time period.

The report shows the following key performance indicators (KPIs) as a table and a line chart. Both are grouped by entity, day, and shift over a specified time period.

• % OEE

• % Utilization

• % Performance

• % Quality

To show the OEE by Shift Trend report


Factelligence, and click OEE by Shift Trend. This will display the Date Time and Filter Screen in the main pane.





5 In the Filter section enter pattern search values in the following:• Work OrderID Pattern: Work order ID• Entity Pattern: Entity name• Shift Name Pattern: Shift name


6 You can also select values directly from your database in the following:• Work OrderID List: (Default ALL)• Entities List: (Default ALL)• Shift Name List: (Default ALL)You can select values from your database in the above mentioned list boxes by:Changing the Do not auto-populate list boxes radio button to False (Default True).Then change the specific list item radio button to True (Default False).Click the drop down arrow next to the list text box to display your available database values.


OEE by Shift Trend Report 27

Note Depending on the size and variety of your database, displaying list fields could become very large and effect overall performance. To avoid this, the Do Not Auto-populate List Boxes filter option is set to True by default.





9 Click Execute. The report is generated and shows a tree of entities that match the filter.

10 Click on an entity in the tree to show more detail on the four KPIs in a table and a chart.

For each day and shift combination, the table shows the following data:

• Date• Shift: Includes shift description and ID.• % Util• % Perf• % Quality• % OEE



Below the table, a line chart shows the KPIs as data series. It maps the date and shift combinations on the x-axis with the OEE percentages on the y-axis of the line chart.


OEE Details Report 29

OEE Details Report The OEE Details report is used to display the Overall Equipment Effectiveness grouped by shift, day or hour over a specified period of time.


• Efficiency Trend displaying the 4 KPI’s over the selected time period

• % OEE• % Utilization• % Performance• % Quality

• Efficiency Losses Bar Chart showing total utilization time grouped in 8 categories:

• Idle Time• Scheduled Time• Operating Time• Downtime• Net Operating Time• Fully Productive Time• Speed Losses• Quality Losses

• Downtime Events Duration Bar Chart showing total duration by reason code for all downtime events.

• Runtime Events Duration Bar Chart showing total duration by reason code for all runtime events.

• OEE Detailed Information Table

To show the OEE Details report

1 Open the WIS portal.



2 In the System pane, expand Reports, then Factelligence, and click OEE Details. This will display the Date Time and Filter Screen in the main pane.


Note If the selected start time for the report is not a whole hour the report will use the collected statistical data back from the beginning of the hour. If the selected end time is not a whole hour the report will go forward and utilize the collected statistical data up to the beginning of the next hour.


5 In the Filter section enter the specific values for the following:• Entity Name: Entity Name• Work Order ID: Work Order ID• Shift Desc: Shift Description



• Item ID: Item IDYou can also select values directly from your database for the following:• Entity Name: (Default ALL)• Work Order ID: (Default ALL)• Shift Desc: (Default ALL)• Item ID: (Default ALL)You can select values from your database in the above mentioned list boxes by changing the Do not auto-populate list boxes radio button to False (Default True).Click the drop down arrow next to the list text box to display your available database values.


6 Report Sections Selection - Select the reports sections you want to display:• All (Default)• Data Filtering Criteria• Efficiency Trend• Efficiency Losses• Event Categories• OEE Detailed Information





8 Click Execute.




• Data Filtering Criteria: The Start and End Time or Time Range you specified for the report.

• Efficiency Trend Chart: The chart will show the 4 KPIs over the specified time range calculated per period as defined by the Time Resolution parameter.

Prior consideration must be taken into account to properly report OEE Analysis and OEE Details when making your Time Resolution selection.

Two general system parameters determine whether the system will go into Shift or Hour storage mode for recording production (good and reject). They are:

• Maintain distinct good production records• Maintain distinct reject production records

If these two parameter attributes are set to True/Yes (Default) the system will go into hourly data storage mode. All production (good or reject) is then stored in hourly buckets that it is related to.

By changing the two parameters attributes to False/No, the system will go into shift data storage mode. All production is then stored in the first hourly bucket in the database for that shift, regardless of how many hours there are in a shift.

Note The OEE Analysis and OEE Details reports will display some invalid data if the Time Resolution is set to Hour and the data storage mode was Shift while generating the data in the Factelligence database.



In Shift mode it is recommended you only set Time Resolution to Shift or Day (Shift is the default value).


• Efficiency Losses Bar Chart: The chart will show eight horizontal bars corresponding to the total duration calculated from the following production events:

• Idle Time• Scheduled Time• Operating Time• Downtime• Net Operating Time• Fully Productive Time• Speed Losses• Quality Losses




• Downtime Events Duration Bar Chart: This chart will show horizontal bars corresponding to the total duration of events grouped by reason code, where each one of the reason codes corresponds to a downtime utilization state.


• Runtime Events Duration Bar Chart: This chart will show horizontal bars corresponding to the total duration of events grouped by reason code, where each one of the reason codes corresponds to a runtime utilization state.




• OEE Detailed Information Table: The OEE Details Table shows the detailed information for each time period (based on Time Resolution parameter) along with summary information grouped per day and by the time resolution selected. The table will display:

• Period – Label that identifies the grouping period • Scheduled Time• Operating Time• Good Units• Bad Units• Total Units • Availability%• Performance%• Quality%• OEE%






For example:




OEE Analysis by Period ReportsBy clicking on the Efficiency Trend, Efficiency Losses, Downtime Events Duration or Runtime Events Duration chart titles you will be redirected to a detailed OEE Analysis by Period report. This tabular data represents the data used to compile the chart and can be exported for use in other applications.





1 Above the data displayed in the OEE Analysis by Period report is a report utility bar. Specify the type of file you want by selecting the arrow next to the Select a format drop down text box to display the file types available. Select a file type.


OEE Details ReportsBy clicking on individual entity bars or trend lines in the charts displayed will redirect you to corresponding OEE Details Report for the entity or trend selected.


Production by Entity Report 39

Production by Entity ReportYou use the Production by Entity report to show production data for all shifts that started within the given period for selected entities and items.

The report shows, for each item on each entity, the units produced, units rejected, and the calculated percentage quality in a table.

To show the Production by Entity report


Factelligence, and click Production by Entity. This will display the Date Time and Filter Screen in the main pane.



5 In the Filter section enter pattern search values in the following:



• Item Name Pattern: Produced item name• Entity Pattern: Entity name


6 You can also select values directly from your database in the following:• Items List: (Default ALL)• Entities List: (Default ALL)You can select values from your database in the above mentioned list boxes by:Changing the Do not auto-populate list boxes radio button to False (Default True).Then change the specific list item radio button to True (Default False).Click the drop down arrow next to the list text box to display your available database values.






9 Click Execute. The report is generated and shows a tree of entities.

10 Click on an entity in the tree to show more detail in a table. The table shows the following:• Item Name• Item Description• Units: Optional Units of Measure abbreviation.


Production by Entity Report 41

• Production: Total units produced over the specified time period with good quality.

• Rejects: Total units produced as not good production over the specified time period.

• % Quality: calculated value = production / (production + rejects).



Production Event Summary for Utilization Report

The Production Event Summary for Utilization report is used to display production events over a specified period of time.


• Bar Chart displaying Top 10 events by reason.

• Bar Chart displaying Top 10 event durations by reason.

• Stacked Bar Chart displaying chronological event durations by entity.

• Pareto Chart displaying event counts and/or durations by Pareto high or low grouping.

• Data table of event details grouped by Pareto high or low grouping

To show the Production Event Summary for Utilization report


Factelligence, and click Production Event Summary for Utilization. This will display the Date Time and Filter Screen in the main pane.


Production Event Summary for Utilization Report 43


Note Any job that partially falls within the selected time range will have the entire job data included in the selected report.


5 In the Filter section enter the specific values for the following:• Reason Group Desc: Reason Group Description• Shift Desc: Shift Description• Work Order ID: Work Order ID• Util State Desc: Utilization State• Reason Desc: Reason Description• Entity Name: Entity name• Item ID: Item ID

10/14/2008 11:00:00 PM 10/15/2008 8:00:00 AM

00:00 01:00 02:00 03:00 04:00 05:00 06:00 07:00

02:30 - 05:30ProdEvent_002

05:30 - 07:00ProdEvent_003

06:00End Time for Report

00:00 - 07:00Report will include:

ProdEvent_001, ProdEvent_002, ProdEvent_003

01:00Start Time for Report

00:00 - 02:30ProdEvent_001



• User ID: User IDYou can also select values directly from your database for the following:• Reason Group Desc: (Default ALL)• Shift Desc: (Default ALL)• Util State Desc: (Default ALL)• Reason Desc: (Default ALL)• Entity Name: (Default ALL)• Item ID: (Default ALL)• User ID: (Default ALL)You can select values from your database in the above mentioned list boxes by changing the Do not auto-populate list boxes radio button to False (Default True).Click the drop down arrow next to the list text box to display your available database values.


6 Select Loss Type:• ALL (Default)• Availability Loss• Performance Loss• Idle

7 Select Pareto Count/Duration:• Count• Duration• Count, Duration (Default)• Duration, Count

8 Select Pareto Low Level Grouping:• Reason Group Desc• Reason Desc (Default)• Util State Desc• Shift Desc• Entity Name• Loss Type• Item ID• Work Order ID• User ID



Note Selecting to group by Work Order ID will allow the user to see duplicate events for the same utilization state and entity that only differ in Work Order.

9 Select Min Event Duration (sec.):• Default 30 sec.

10 Select Report Sections Selection: Select the reports sections you want to display:• All (Default)• Data Filtering Criteria• Events Count• Events Duration• Utilization Reasons Gantt Chart• Pareto Chart

11 Pareto Top Count:• Default 0

12 Pareto High Level Grouping (Select):• N/A (Default)• Reason Group Desc• Util State Desc• Shift Desc• Entity Name• Loss Type• Item ID• Work Order ID• User ID

Note Selecting to group by Work Order ID will allow the user to see duplicate events for the same utilization state and entity that only differ in Work Order.

13 Events Detail Order (Select):• Ascending (Default)• Descending





15 Click Execute.




• Data Filtering Criteria: The Start and End Time or Time Range you specified for the report.

• Events Count Bar Chart: This bar chart will display up to 10 horizontal bars corresponding to the top 10 event counts by reason.




• Events Duration Bar Chart: This bar chart will display up to 10 horizontal bars corresponding to the top 10 event durations by reason.


• Utilization Reasons Gantt Chart: This horizontal bar chart displays a chronological view of the time evolution of the reason codes for each of the entities that match the filter criteria over the selected period of time.




• Pareto Bar Chart: The Pareto chart displays the count and/or duration of events in a horizontal bar chart. Each bar represents the number or duration of events for the low level grouping specified by the user or a specified high level grouping (optional).




• Event Details Table: The Event Details Table displays detailed information for each event along with summary information for the grouping levels in the Event Details order selected.

Three levels of grouping will be implemented:

• Top Level grouping corresponds to the High Level Grouping as defined for the Pareto Chart.

• Second Level grouping corresponds to the Low Level Grouping as defined for the Pareto Chart.

• Lowest level grouping is per Entity.






For example:




Event Counts, Duration, Chrono, Parento ReportsBy clicking on the Events Count, Events Duration, Pareto Bar Chart, or the Utilization Reason Gantt Chart titles you will be redirected to detailed count reports. This tabular data represents the data used to compile the



charts and can then be exported to use in other applications. This tabular data represents the data used to compile the chart and can be exported for use in other applications.



1 Above the data displayed is a report utility bar. Specify the type of file you want by selecting the arrow next to the Select a format drop down text box to display the file types available. Select a file type.




Events Summary for Utilization ReportsBy clicking on one of the events or duration bars in these charts will redirect you to Events Summary for Utilization Reports comprised of the corresponding event or duration selected.


55

Chapter 2

Starting Factelligence Manager from WIS

You can easily start the Factelligence Manager directly from the WIS portal.

Note During the installation you need to make sure that the Manager Menu Item feature is selected and installed.

To start the Factelligence Manager from WIS

1 Open the WIS portal.2 In the Administration pane, expand Factelligence.


56 Chapter 2 Starting Factelligence Manager from WIS

3 Click Manager. The Factelligence Manager opens in a new web page.


57

Chapter 3

Viewing Factelligence Reports in Table Weaver

If you selected the Table Weaver Reports feature during the installation, you can use the Table Weaver feature of WIS to show Factelligence reports.

You can view as a list:

• Downtime Reason Groups

• Entities

• Items

• Lots

• Work Order IDs

You can also use the Table Weaver search function to find:

• Entity Names

• Entity Names with Date Time Filter for OEE

Listing Downtime Reason GroupsYou can use the Table Weaver feature of WIS to list Downtime Reason Groups in your Factelligence environment.

To list Downtime Reason Groups in WIS Table Weaver

1 Open the WIS portal.2 In the System pane on the left, expand Table Weaver >

Factelligence > Lists.


58 Chapter 3 Viewing Factelligence Reports in Table Weaver

3 Click Downtime Reason Groups. The main pane shows the Downtime Reason Groups configured in Factelligence.

Listing EntitiesYou can use the Table Weaver feature of WIS to list Entities in your Factelligence environment.

To list Entities in WIS Table Weaver


Factelligence > Lists.3 Click Entities. The main pane shows the Entities

configured in Factelligence.

Listing Items and Lots Associated with an Item

You can use the Table Weaver feature of WIS to list Items in your Factelligence environment.

To list Items in WIS Table Weaver


Factelligence > Lists.3 Click Items. The main pane shows the Items configured in

Factelligence.


Listing Lots 59

To list all lots for a listed item in WIS Table Weaver

From the List Items report in WIS Table Weaver, click the icon in the ListLotsOfItem column for a specific item. The main pane shows the Lots that are associated with the specified item.

Listing LotsYou can use the Table Weaver feature of WIS to list Lots in your Factelligence environment. Lots represent a unit of production or consumption, such as all of the items produced on a production line on a specific day or all of the raw material associated with a specific serial number.

To list Lots in WIS Table Weaver


Factelligence > Lists.3 Click Lots. The main pane shows the Lots configured in

Factelligence.

Listing Work Order IDsYou can use the Table Weaver feature of WIS to list Work Order IDs in your Factelligence environment.

To list Work Order IDs in WIS Table Weaver


Factelligence > Lists.



3 Click Work Order IDs. The main pane shows the Work Order IDs configured in Factelligence.

Searching for Entity NamesYou can use the Table Weaver feature of WIS to search for Entities in your Factelligence environment.

To search for Entities in WIS Table Weaver


Factelligence > Searches.3 Click Entity Names. 4 In the main pane, in the EntityName box, type the Entity

name you are searching for. You can use wildcard characters to limit your search range. For more information, see Using Wildcard Characters in Searches on page 61.

5 Click Go. The main pane shows the Entities configured in Factelligence that fulfill the search criteria.

Searching for Entity Names with Date Time Filter for OEE

You can use the Table Weaver feature of WIS to search for Entities with a date time filter in your Factelligence environment.


Using Wildcard Characters in Searches 61

To search for Entities with date time filter in WIS Table Weaver


Factelligence > Searches.3 Click Entity Name Search with Date Time Filter for OEE. 4 In the main pane, do the following:

a In the EntityName box, type the Entity name you are searching for. You can use wildcards to limit your search range. For more information, see Using Wildcard Characters in Searches on page 61.

b In the ShiftSearchStartDT box, type the start date time.

c In the ShiftSearchEndDT, type the end date time.5 Click Go. The main pane shows the Entities configured in

Factelligence that fulfill the search criteria.

Using Wildcard Characters in SearchesYou can use the following wildcard characters to filter your search results:

Wild card Description Example

% Any string of zero or more characters.

M%Matches all values starting with ‘M’ followed by any character sequence

_ Any single character.

M_BMatches all values starting with ‘M’ followed by any character, followed by ‘B’.



[ ] Any single character within the specified range.

M[a-z]Matches all values starting with ‘M’ followed by any single lowercase character

[^] Any single character not within the specified range.

M[^a]Matches values staring with ‘M’ followed by any single character that is not ‘a’.

Wild card Description Example


63

Index

DDate Time Filter for OEE 60Documentation Conventions 5Downtime Analysis Report 10Downtime Reason Groups 57

EEntities 58Entity Names 60

with Date Time Filter for OEE 60Event Counts, Duration, Chrono, Parento Reports 51

Events Summary for Utilization 53Events Summary for Utilization Reports 53

FFactelligence Manager 55Factelligence Reports

viewing in Table Weaver 57Factelligence Reports in Reporting Services 7

Factelligence Reports in Wonderware Information Server 7

GGenealogy by Work Order Report 14

IInstall

Factelligence Wonderware Information Server Components 8

Items 58Items and Lots Associated with an Item 58

LListing 58

Downtime Reason Groups 57Entities 58Lots 59Work Order IDs 59

Lots Associated with an Item 58

OOEE Analysis by Period Reports 23, 37OEE Analysis Report 18OEE by Shift Trend Report 25OEE Details Report 24, 29, 38

PProduction by Entity Reports 39Production Event Summary for Utilization Report 42


64 Index

RReporting Services 7

Using Factelligence Reports 7Reports 53

Chrono 51Downtime Analysis 10Duration 51Event Counts 51Genealogy by Work Order 14OEE Analysis 18OEE Analysis by Period 23, 37OEE by Shift Trend 25OEE Details 24, 29, 38Parento 51Production by Entity 39Production Event Summary for Utilization 42

SSearching

for Entity Names 60for Entity Names with Date Time Filter for OEE 60

Starting Factelligence Manager from WIS 55

Supporting Tabular Data 23, 37, 51

TTabular Data 23, 37, 51Time Duration Format 22, 36, 51

UUsing Factelligence Reports in Reporting Services 7

Using Wildcard Characters in Searches 61

VViewing Factelligence Reports in Table Weaver 57

WWildcard Characters in Searches 61WIS 7, 55

Starting Factelligence Manager from WIS 55

Wonderware Information Server 7Work Order IDs 59


factelligence reports in wonder ware information server

Documents