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Reporting Best Practices for Production Information
 

Reporting Best Practices for Production Information

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Rockwell Software gives you many options for reporting, but which is the best for you? While we can't cover every scenario, we will view the landscape of reporting options, and call out the best-fit ...

Rockwell Software gives you many options for reporting, but which is the best for you? While we can't cover every scenario, we will view the landscape of reporting options, and call out the best-fit for the most common reporting needs.

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    Reporting Best Practices for Production Information Reporting Best Practices for Production Information Presentation Transcript

    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. PUBLIC INFORMATION Reporting Best Practices for Production Information
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. 2 Agenda Conclusion Report Performance/Optimization Selecting a Reporting Tool Reporting Concepts Introduction
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Reporting Challenges 3 Unifying Different Data Sources  FactoryTalk  SQL, Oracle, DB2 ..…  OPC DAHDA  Third-Party Historians Align Reporting Tools with the Reporting Need  Excel or SharePoint Excel Services  Xcelsius Dashboards  Microsoft SQL Server Reporting Services  Reports from FTMetrics or FTEnergyMetrix  ViewSE screens via ViewPoint  Composite Reports How do we prevent DataURL overload? URL?
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Reporting Solution 4 As you combine data, its value grows 1+1 = 3 PlantPAx FactoryTalk Metrics/Report Expert FactoryTalk EnergyMetrix Enterprise Reports
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. FactoryTalk VantagePoint EMI Provides Tools and Capabilities to Solve Problems 5  FactoryTalk VantagePoint EMI provides tools for your Users to enable them to solve problems  Encourages Ad-Hoc analysis  Allows Users to bring together data from disparate data sources to enable problem solving  For solutions for today and tomorrow
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Many Reporting Tools Available From Excel Through Reporting Services  VantagePoint Client Tools  Excel, Trend / XY Plotter, and HTML  Dashboard Builder  Model-Based Report Elements  Charts & Grids  Status Indicators  SharePoint  Enables collaboration  Advanced Reporting Tools  SSRS (Microsoft Reporting Services) & SQLCLR 6 VantagePoint Portal SharePoint Portal
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Which Tool to Use? 7 http://www.leftyparent.com/blog/2013/02/24/we-need-to-move-away-from-one-size-fits-all-education/
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. 8 Agenda Conclusion Report Performance/Optimization Selecting a Reporting Tool Reporting Concepts Introduction
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Concepts 9  A thread is a path of execution through a program. Single threaded programs have one path of execution, and multi-threaded programs have two or more paths of execution. Single threaded programs can perform only one task at a time, and have to finish each task in sequence before they can start another. For most programs, one thread of execution is all you need, but sometimes it makes sense to use multiple threads in a program to accomplish multiple, simultaneous tasks. Single Threaded vs. Multi-Threaded
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Concepts - Continued 10 Single Threaded vs. Multi-Threaded Single Threaded DMV Multi-Threaded DMV How does this effect Reporting?
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Client Request Cache (Regenerate) Resend No Cache (Generate) Concepts - Continued 11  A cache stores copies of documents passing through it; subsequent requests may be satisfied from the cache if certain conditions are met. Caching Server Response Expired Not Expired
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Concepts - Continued 12  A parameterized report uses input values to complete the report or data processing. With a parameterized report, you can vary the output of a report based on values that are set when the report runs. Parameterized reports are frequently used for drill through and sub-reports, connecting reports with related data. Parameterized Reports Depalletizer Filler Palletizer
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Concepts - Continued 13  Cascading parameters provide a way of managing user selections by categories. With cascading parameters, the list of values for one parameter depends on the value chosen in preceding parameter. Order is important for cascading parameters because the dataset query for a parameter later in the list includes references to parameters earlier in the list. Cascading Parameters Depalletizer Filler Palletizer Line 1
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. 14 Agenda Conclusion Report Performance/Optimization Selecting a Reporting Tool Reporting Concepts Introduction
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Report Requirement Checklist 15 Questions Answer What is the maximum concurrent user for a given report? 5,10,20, 50, or Unlimited What type of reports are required? Tabular or Graphic Rich What is the size of the dataset required to complete the report? 100, 1000, or 10000 rows What are the potential clients? Kiosk, PC, Tablet, HMI, Mobile, Etc. How often does the data need to be refreshed? Seconds, Minutes, or Hours What format does the user require? PDF, HTML, or Hard Copy Does the user require cascaded parameters? Yes or No
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Report Audience 16 Different audience and use for the output of each tool? • Single-Threaded • Cache – 30 Seconds • Ad-Hoc Reporting • Multi-threaded • Cache – N/A • Dashboards • Multi-Threaded • User-Defined • Enterprise Reports
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Report Content 17 What type of reports are expected? Tabular Dashboard/Form
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Report Content - Continued 18  Excel is the Primary Tool for Tabular  Benefits  Ease of Use  Built-in Functions & Formatting  Conditional Formatting  Built-in FactoryTalk VantagePoint Wizard for Publishing and Dataset Creation  Limitations  Performances Decrease Exponentially as Dataset Increases  Slow Report Generation in the FactoryTalk Portal with Large Datasets  Single-Threaded Tabular Reports
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Report Content - Continued 19  Charts & Grid  Benefits  Ease of Use  Configured in the FactoryTalk VantagePoint Model  Great Performance  Multi-Threaded  Limitations  Limited Formatting Options  No Internal Calculations Tabular Reports
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Report Content - Continued 20  SQL Server Reporting Service (ReportBuilder 3.0)  Benefits  Large Dataset Friendly  Built-in Functions & Formatting  Built-in Filtering & Sorting  Built-in Rollup Features  Custom Function  Multi-Threaded  Currently Free with SQL Server  Limitations  Longer Learning Curve (Developer’s Environment)  Custom Functions Tabular Reports
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Report Content - Continued 21  Xcelsius (Dashboard Builder)  Benefits  Smooth Data Refresh  Vector rendering  Several pre-define BI objects  Built-in VantagePoint wizard for Publishing and Dataset creation  Familiar Design Environment (Excel Based)  Limitations  500 Row Maximum  Limited Object customization (User can’t create Objects)  Adobe Flash (Unsupported on iOS) Graphic Rich Reports (Dashboarding)
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Report Content - Continued 22  SQL Server Reporting Services  Benefits  No Data Limitations  iPad/iPhone Friendly  No Flash requirement  Unlimited Object Customization  Limitations  No Data Animation  No Real-time feedback Graphic Rich Reports (Dashboarding)
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Report Content - Continued 23  A common expectation of any user is to have instant feedback from the GUI. As technology advances, the more impatient users have become. The New York Times says ―Remember when you were willing to wait a few seconds for a computer to respond to a click on a Web site or a tap on a keyboard? These days, even 400 milliseconds — literally the blink of an eye — is too long, as Google engineers have discovered. That barely perceptible delay causes people to search less.‖ User InteractionFeedback
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Report Content - Continued 24  SQL Server Reporting Services  Cascading Parameters  Values Returned from Querying VantagePoint Model  Values Return from a DB Query  Collapsible Grids and Dynamic Grouping  Drill-Thru & Drill-Down  Embedded Roll-ups  Low Jitter User InteractionFeedback
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Report Content - Continued 25 User InteractionFeedback  Xcelsius (Dashboard Builder)  Once the Flash file is loaded, any user interaction is processed at near real-time. This allows the user to select parameters in the dashboard, and get a results without having the refresh the entire web page.  Cascading Parameters  Animation of Data  Drill-Thru & Drill-Down  Unique feature to embedded other Dashboards within a Dashboard  Zero Jitter
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Report Content - Continued 26  Excel  Cascading Parameters  NA  Drill-Thru & Drill-Down  Moderate Jitter User InteractionFeedback
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Excel, Xcelsius or SSRS 27 Criteria Excel Xcelsius SSRS Single vs. Multi-Threaded Single Multi Multi Report Caching Minimum None User-Defined Tabular Reports Recommended NA Highly- Recommended Dashboarding NA Recommended Recommended User Access Minimum Intermediate Enterprise Cascading parameters NA Yes Yes Export into various formats PDF None Excel, PDF, Etc User Feedback Static Near Real-time Limited
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. 28 Agenda Conclusion Report Performance/Optimization Selecting a Reporting Tool Reporting Concepts Introduction
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Performance 29  Page loading time is obviously an important part of any website’s user experience. And many times we’ll let it slide to accommodate better aesthetic design, new nifty functionality or to add more content to web pages. Unfortunately, website visitors tend to care more about speed than all the bells and whistles we want to add to our websites. http://blog.kissmetrics.com/loading-time/
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Report Performance 30  Data aggregation is any process in which information is gathered and expressed in a summary form, for purposes such as statistical analysis.  Scenario 1 – Data Source does not support an Aggregation Data Aggregations DataData Data SourceClient
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Report Performance 31  Data aggregation is any process in which information is gathered and expressed in a summary form, for purposes such as statistical analysis.  Scenario 2 – Data Source does support an Aggregation Data Aggregations Data Data SourceClient Data
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Report Performance - Continued 32  Which Connectors in FactoryTalk VantagePoint Support Aggregation Pass-Thru?  FactoryTalkFactoryTalk Historian  OSI PI  INSQL  OPC-HDA  Which Aggregations can be Pass-Thru?  Max/Min  Average  Interpolated  Sum  Sample and Hold  Linear  Range  Standard Deviation Data Aggregations
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Report Performance - Continued 33  Why do you want to Roll-up data at the Data Source?  It Reduces Processing on the Data Source  Improved Report Performance  Reduce Redundant Processing  Examples of Roll-ups?  FactoryTalk Historian - Performance Equations & Totalizers  SQL Schedule Stored Procedures Data Roll-ups Is 500k rows too much????
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Report Performance - Continued 34  Is a query that is ran in a contained T-SQL transaction with data returned from a History Function in Excel.  Benefits  All SQL Function are available  Filter values  How does it work? SQL Post Processing Data Source Client SQL Server Data
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Report Performance - Continued 35  Allows you to Query the FactoryTalk VantagePoint Model from SQL  Benefits  Added Reporting Tool Support  Complex Queries  Faster Learning Curve  Combine Datasets from Multiple VantagePoint Servers  How does it work? SQL CLR Client SQL Server Data SQL Query Web Request
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Report Performance - Continued 36  Group Like Data Requests Where Possible  Ex. Group All Live Request in One Function Data Request
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Report Performance - Continued 37  Excel  If you need to refresh Data multiple times per minute, consider using SSRS or Xcelsius  Database queries  Cascaded Queries - Use program controls to control execution order. (AID 525010). Unchecked Execution order could lead to the query executing multiple times and generating errors on the data source.  Limit the Query size with SQL statements  Top XXX  Where Clauses Data Request
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Report Performance - Continued 38  Xcelsius  Limit Live request to 25 tags per request  Limit History request to 10-15 tags per request  Limit History request to 512 rows  Avoid refreshing data faster than 5 seconds Data Request
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Report Performance - Continued 39  Copying Excel Worksheets between Excel WorkBooks  Never Copy Worksheets that contain Incuity Functions  Remove any unused SQL Server Report DataSet  All DataSets are refreshed, even if they aren’t used in the report Report Clean-up
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Report Performance - Continued 40  Remove unused XML requests from Xcelsius projects before exporting to Flash  Location 1 Location 2 Report Clean-up
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Report Performance - Continued 41  Excel  Generate on the Server and sent as HTML  Dependent of the size of the Excel File  Xcelsius  Adobe Flash with XML request (Data Only)  Initial load downloads the Flash, but subsequent requests are light since it’s XML data only  SQL Server Reporting Services  Generated on the Report Server  Relatively small Network Bandwidth
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Report Performance - Continued 42  Report Runner / ReportSet / Eventing –  Prior to FactoryTalk VantagePoint V4.5 – Any Excel Report could be automated. The Report Runner solution could be set to Publish a Static report to the web portal at a given interval. This Static report could be accessed by any user, in effect, making the Excel Report Multi-threaded since it is not being regenerated for each user.  V4.5 - Introduced Eventing which integrated Report Runner (ReportSet) into the released product. The new ReportSet can generate Excel Reports, TrendXY Plotter Reports, and SSRS Reports based on a time interval or a historian tag trigger. When should you use this feature?
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Report Performance - Continued 43  Report Runner / ReportSet / Eventing –  Any report that contains a known data update interval  Hourly, Daily, And Month Reports  Interval (10 minutes or greater)  Triggered Data
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. Manufacturing Intelligence Track Using Manufacturing Intelligence to Provide Information for Better Business Decisions Architecting a Manufacturing Intelligence System What's New with Manufacturing Intelligence in Action: Interactive Demo Mobile Access to Production Information Introduction to FactoryTalk Historian: Overview Strategies for Collecting and Analyzing Data FactoryTalk Historian Site Edition: Architectures and Design Considerations FactoryTalk Historian Machine Edition: Basic Configuration in ControlLogix Rack FactoryTalk Historian Site Edition: Basic Lab on Data Collection and Reporting FactoryTalk Historian Site Edition: Advanced Lab FactoryTalk Historian Site Edition: Configuring Redundancy and High Availability FactoryTalk Metrics: Introduction Lab FactoryTalk Metrics: Pick and Choose Lab FactoryTalk Transaction Manager: Pick and Choose Lab Build an Information System on Your Integrated Architecture System Factory Talk VantagePoint EMI Advanced Lab: Exploring the Possibilities FactoryTalk Metrics: Manual Data Entry FactoryTalk VantagePoint EMI: Advanced Reporting Reporting Best Practices for Production Information eRPortal Software Group: Optimizing Plant and Asset Management Efficiency Online Development Inc.: Data Exchange with Databases Using Configurable In Chassis Model
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. We care what you think!  On the mobile app: 1. Locate session using Schedule or Agenda Builder 2. Click on the thumbs up icon on the lower right corner of the session detail 3. Complete survey 4. Click the Submit Form button 45 Please take a couple minutes to complete a quick session survey to tell us how we’re doing. 2 3 4 1 Thank you!!
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. PUBLIC INFORMATION Questions?
    • Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved. PUBLIC INFORMATION Thank you for participating! Please remember to tidy up your work area for the next session. We want your feedback! Please complete the session survey!