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Chapter 7 Advanced Reporting Topics
4. Click OK to save your changes and close the dialog box.
A valid connection to the RSBizWare server is made and the
RSBizWareSetup worksheet is created by the Excel Add-in. The
worksheet contains the information required to retrieve data for the
reports that you create in your Excel workbook.
To add and modify reports in your Excel workbook:
NOTE
Each Excel workbook can contain up to 255 RSBizWare reports.
1. To create a new data grid report, select Grid Data in the
Report Type list, and then click
.
The Grid Data Parameters dialog box appears, in which you
can specify the report parameters.
224 Rockwell Automation Publication PLTMT-UM001M-EN-P-June 2014
- 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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