Rockwell-automation FactoryTalk Metrics User Guide Manual de usuario Pagina 223
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Chapter 7
Advanced Reporting Topics
The Excel Add-in allows you to retrieve RSBizWare data (general
reporting or grid data, and time-series data) directly in Microsoft
Excel. After the RSBizWare data has been imported into Excel, you
can use any of Excel’s analysis, charting, or scripting features to
further process the data.
When you install the RSBizWare software on a computer, a custom
RSBizWare toolbar is added to Microsoft Excel. The toolbar allows
you to perform the tasks necessary to retrieve the RSBizWare data.
To specify the Excel and Information Services Manager
connectivity settings:
1. On the RSBizWare toolbar, click
to display the
RSBizWare Connectivity Settings dialog box.
2. Type the name of the Information Services Manager to which
your Excel workbook will connect.
3. Type the port number that you want to use for RSBizWare
HTTP communications. The default number is 8080.
NOTE
Please contact your RSBizWare administrator for the specific port
number that you should use.
The Excel Add-in
Rockwell Automation Publication PLTMT-UM001M-EN-P-June 2014 223
- USER GUIDE 1
- Table of Contents 3
- Chapter 4 5
- Chapter 7 7
- Customizing RSBizWare Charts 7
- Chapter 1 9
- Features and Benefits 10
- Intended Audience 10
- Where Can I Go for Help? 12
- Get Web Support 12
- Get Phone Support 13
- Get Consulting Services 13
- Contact Us 13
- Getting Started 15
- Importing Sample Data to 16
- Getting Started Chapter 2 17
- Using the Information 18
- Services Manager in the 18
- Configuration Console 18
- Getting Started with the 19
- The Plant Model 20
- Configuring the Plant Model 21
- Chapter 2 Getting Started 22
- Loading Sample Activity 23
- Collecting Performance Data 25
- OEE Rating 27
- Fault Metrics Ratings 28
- Mean Time Between Failure 28
- Mean Time To Repair 29
- Configuring Activity Area 29
- Schedules 29
- Time Patterns 29
- Configuring Time Patterns 30
- 8 Hours 32
- Shift A 32
- Configuring Work Day Time 34
- Patterns 34
- Configuring Work Week Time 36
- Composites and Schedule 38
- Exceptions 38
- Configuring Composites and 39
- Schedule Exceptions 39
- New Year’s Day 40
- Configuring OEE Performance 41
- RSBizWare administrator 42
- Configuring Data Collection 44
- Configuring Cycle Time 44
- Lookup List (page 47)" 46
- Configuring a Part ID/Cycle 47
- Time Lookup List 47
- Configuring the Default 48
- Cycle Time for Total Parts 48
- Configuring Ideal Cycle 48
- Time Values for Individual 48
- Part Ids 48
- Managing Part Id 49
- Configurations 49
- Importing Cycle Time 49
- Values for Individual Part 49
- Configuring Part Id 50
- Configuring Summarization 52
- Criteria 52
- Configuring Part Count 55
- Configuring Part Count Using 58
- Configuring Part Count Usin 59
- Scheduled Basis 59
- Configuring a Formula 60
- Availability 63
- Configuring Scheduled 65
- Creating Shift Description 71
- Lookup Lists 71
- Event Lookup Value CSV 72
- Configuring Monitored 73
- Configuring Running State 78
- Generating Performance 81
- Parameter Events 81
- Viewing Performance 81
- Parameter Events for an 81
- Activity Area 81
- System-generated Events 83
- Manual Events 88
- The Recycle Bin 89
- Configuring User-defined 90
- Configuring the Event Data 90
- Summary 90
- Event Data Summarization 92
- Events (page 97)" 94
- Event Trigger Types 96
- Event Trigger Types for 96
- -generated and 97
- Configuring the Event Value 99
- Event Value Types 101
- This event value type 103
- Using the Expression Editor 104
- Logical and Mathematical 104
- Operations 104
- Processing Functions 105
- Time Format and 105
- Data Point Functions 106
- Item Description 107
- OPC Server 108
- QualityOf() 108
- Advanced Functions 109
- Creating Event Value Reason 109
- Code Lookup Lists 109
- Configuring the Machine 111
- State / Faults 111
- Configuring the Reporting 113
- Advanced Properties 115
- Scheduled Part Count 115
- Collection Parameters 115
- System-generated Event 116
- Data Summarization 116
- Availability Interpretation 117
- Options 117
- Performance Data Trending 118
- Machine States 118
- Machine States at the Sample 120
- Enterprise 120
- Undefined machine state 121
- Prioritizing Machine States 122
- Configuring Machine States 123
- Mapping Machine States to 125
- User-defined Events 125
- Running Versus Downtime 128
- User-defined Downtime 129
- Machine State 130
- Reviewing the Status of 131
- Performance Parameters 131
- Start Data Collection 133
- Stop Data Collection 134
- Manual Data Collection 134
- Automated Configuration 139
- UDT Tags and FactoryTalk 140
- Metrics Performance 140
- Parameters 140
- Metrics: 141
- Setting up Communication 143
- Between a ControlLogix 143
- Controller and FactoryTalk 143
- Metrics 143
- Configuring RSLinx 144
- FactoryTalkApp 145
- FactoryTalkArea1 146
- Filler, and then 146
- Importing the FactoryTalk 148
- Metrics UDT to the 148
- ControlLogix Controller 148
- Creating Tags Based on the 150
- FactoryTalk Metrics UDT 150
- Metrics Configuration Tool 151
- Step 1. Select the 155
- Configuration Type and 155
- Load Workcell Data 155
- Step 2. Define a FactoryTalk 157
- Transaction Manager 157
- Configuration 157
- FTTMconfiguration 158
- PackML UDT Configuration 160
- FTM UDT Configuration Items 161
- Step 3. Register the 162
- FactoryTalk Transaction 162
- Manager Configuration for 162
- Data Collection 162
- Step 4. Import Lookup Lists 164
- Step 5. Define a FactoryTalk 166
- Metrics Configuration 166
- Guidelines for Modifying 168
- Imported Performance 168
- Chapter 5 171
- Insert Text, Pictures, and 172
- Hyperlinks 172
- Save the Report 174
- Move the Report and Set 175
- Report Permissions 175
- Add a Saved Report Object to 177
- Adjust the Time Range For a 180
- Time-based Report Object 180
- Configure the Report Object 182
- To Use Global Credentials 182
- Create a New Chart 185
- Step 1: Plan the Chart 186
- Step 2: Select the Data On 187
- Which To Report 187
- Step 3: Choose a Chart Type 187
- Step 4: Describe the Data 187
- Step 5: Select Summary or 188
- Charted 189
- Step 8: Filter the Data 190
- Into the Report 193
- Step 3: Group the Records 195
- Step 4: Sort the Records 196
- Step 5: Format the Table 197
- Step 6: Name the Report 199
- Step 7: Filter the Data 199
- Create an OEE Box Chart 200
- Step 1: Add a Chart to the 200
- Step 4: Create a Filter 203
- Step 6: Preview Your OEE Box 207
- Create a FactoryTalk Metrics 207
- Detail Chart 207
- Export the Report to HTML 210
- Load the Report From File 211
- Chapter 6 213
- Working With the 214
- Component Parts of a Chart 214
- Resizing a Component 215
- Moving a Component 215
- Deleting a Component 215
- Changing Chart Component 216
- Properties 216
- Working With Chart “Pens” 216
- Customizing Text Report 217
- Objects 217
- Show and Hide Columns 217
- Resize Table Columns 218
- Aggregate, Group, Format 218
- Sort, Chart, and Rename 218
- Columns 218
- Aggregate 220
- Quick Filter 221
- To create a quick filter: 222
- Advanced Reporting Topics 223
- Scheduling Report Objects 227
- Schedule a Report Object 228
- Schedule a Report 231
- View the History of the 235
- Scheduled Task 235
- Analyzing Non-RSBizWare 236
- Create an External Data 236
- Report Data Sources 237
- Source Wizard 237
- User-derived Fields 241
- Create Detailed Derived 243
- User.OEEQWorkCell.dRunSec/60 245
- Create Summary Derived 247
- Configuring Reports 250
- Chapter 8 253
- Performance Parameter 254
- Event State Icons 254
- Icon State Definition 255
- Object Permissions 257
- Filter permissions 258
- Report permissions 258
- Report data source 259
- Report object permissions 259
- Event History 263
- Machine State Data 264
- Rockwell Automation Support 272
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