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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 for the most common reporting needs.
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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 DA\HDA
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 Data\URL 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 Interaction\Feedback
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 Interaction\Feedback
Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved.
Report Content - Continued
25
User Interaction\Feedback
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
N\A
Drill-Thru & Drill-Down
Moderate Jitter
User Interaction\Feedback
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 N\A Highly-
Recommended
Dashboarding N\A
Recommended
Recommended
User Access Minimum Intermediate Enterprise
Cascading parameters N\A 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
Data Data
Data Source Client
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 Source Client
Data
Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved.
Report Performance - Continued
32
Which Connectors in FactoryTalk VantagePoint Support Aggregation Pass-Thru?
FactoryTalk\FactoryTalk 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
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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, Trend\XY 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.
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