Rockwell Automation FactoryTalk Report Expert User Manual

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USER GUIDE

Rockwell Automation Publication RPTEXP-UM001H-EN-P-June 2014

Supersedes Publication RPTEXP-UM001G-EN-P-June 2013

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This document and any accompanying Rockwell Software products are copyrighted by Rockwell Automation, Inc. Any reproduction and/or distribution without prior written consent from Rockwell Automation, Inc. is strictly prohibited. Please refer to the license agreement for details.

FactoryTalk, FactoryTalk Activation, FactoryTalk Diagnostics, FactoryTalk Directory, FactoryTalk Live Data, FactoryTalk Metrics, FactoryTalk Services Platform, FactoryTalk Transaction Manager, FactoryTalk VantagePoint, FactoryTalk ProductionCentre, Report Expert, Rockwell, Rockwell Automation, Rockwell Software, and RSBizWare are trademarks of Rockwell Automation, Inc.

Any Rockwell Automation logo, software or hardware not mentioned herein is also a trademark, registered or otherwise, of Rockwell Automation, Inc.

For a complete list of products and their respective trademarks, go to

http://www.rockwellautomation.com/rockwellautomation/legal-notices/overview.page?%23tab4#/tab4.

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Warranty

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Oracle, SQL*Net, and SQL*Plus are registered trademarks of Oracle Corporation.

All other trademarks are the property of their respective holders and are hereby acknowledged.

This product is warranted in accordance with the product license. The product’s performance may be affected by system configuration, the application being performed, operator control, maintenance, and other related factors. Rockwell Automation is not responsible for these intervening factors. The instructions in this document do not cover all the details or variations in the equipment, procedure, or process described, nor do they provide directions for meeting every possible contingency during installation, operation, or maintenance. This product’s implementation may vary among users.

This document is current as of the time of release of the product; however, the accompanying software may have changed since the release. Rockwell Automation, Inc. reserves the right to change any information contained in this document or the software at any time without prior notice. It is your responsibility to obtain the most current information available from Rockwell when installing or using this product.

Chapter 1

Welcome to Report Expert

Report Expert Prerequisites

Installing Report Expert

Getting Started

Features of Report Expert.......................................................................... 12

Benefits of Report Expert .......................................................................... 13

Intended Audience ...................................................................................... 13

Report Expert Establishers ................................................................... 13

Report Expert Administrators ............................................................ 14

Report Expert Users .............................................................................. 14

Where Can I Go for Help? ....................................................................... 14

Chapter 2

Hardware and Software Requirements .................................................. 18

Chapter 3

Installing or Upgrading Report Expert .................................................. 19

Removing Report Expert ........................................................................... 22

Chapter 4

Understanding the Report Expert Architecture .................................. 25

Connecting to Report Expert ................................................................... 27

Settings Specific to Internet Explorer 10 .......................................... 28

Add the Report Expert Site to the Trusted Sites Zone............ 28

Open the Report Expert Site in Compatibility View .............. 29

Navigating Report Expert.......................................................................... 29

Administration Page ............................................................................. 30

Manual Data Editor .............................................................................. 31

Parameters Page for the Editor ...................................................... 32

Editor Page ......................................................................................... 32

Report Viewer ......................................................................................... 33

Parameters Page for the Viewer ..................................................... 33

Explorer Page ..................................................................................... 34

Troubleshooting .......................................................................................... 34

Chapter 5

Understanding Report Templates

Rockwell Automation Publication RPTEXP-UM001H-EN-P-June 2014 3

Drillthrough ................................................................................................. 37

Report Templates ........................................................................................ 38

Dashboard ................................................................................................ 39

OEE % Widget .................................................................................. 40

Table of Contents

3 OEE Components Widget ......................................................... 40

Last State Widget.............................................................................. 40

Production Summary Widget ....................................................... 41

Uptime Summary Widget .............................................................. 41

Fault Summary Widget ................................................................... 42

Good Parts vs. Scrap Parts Widget ............................................... 42

Uptime vs. Downtime Widget ...................................................... 43

Machine States Widget ................................................................... 43

Event Count and Duration Widget ............................................. 43

Parameter Settings and Widgets ......................................................... 44

Event All Detail ...................................................................................... 44

Event Chart ............................................................................................. 46

Event Configuration ............................................................................. 48

Event Detail ............................................................................................. 49

Event Detail Paged ................................................................................. 50

Event History String/Value ................................................................. 51

Event Overview ...................................................................................... 52

Event Summary ...................................................................................... 53

Fault 54

Performance ............................................................................................ 56

Production ............................................................................................... 59

Production Overview ............................................................................ 60

Quality ...................................................................................................... 63

Root Cause Analysis .............................................................................. 64

State Detail .............................................................................................. 65

State Summary ........................................................................................ 67

Throughput ............................................................................................. 68

Uptime...................................................................................................... 70

Query Fields .................................................................................................. 72

Raw Data ....................................................................................................... 76

Chapter 6

Understanding Parameter Sets

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Using the Date / Time / Shift Parameter .............................................. 77

Start and End Times .............................................................................. 78

Selecting Date/Time ............................................................................. 79

Selecting Shift ......................................................................................... 82

Table of Contents

Using the Grouping Parameter ................................................................ 83

Selecting the Grouping Field ............................................................... 85

Selecting the Grouping Type .............................................................. 85

Selecting the Grouping Expansion Type .......................................... 87

Deleting a Grouping .............................................................................. 88

Using the Sorting Parameter .................................................................... 88

Selecting the Sorting Field ................................................................... 89

Selecting the Sorting Method ............................................................. 90

Deleting a Sorting .................................................................................. 90

Using the Plant Model Parameter ........................................................... 90

Using the Filtering Parameter .................................................................. 91

Selecting the Filtering Field and Value ............................................. 92

Deleting a Filter ...................................................................................... 93

Using the TOP N Parameter .................................................................... 93

Using the Terminology Parameter .......................................................... 94

Viewing and Generating Reports

Editing Event and Production Data

Chapter 7

Viewing Saved Reports on the Explorer Page ....................................... 97

Generating Reports Using the Parameters Page .................................. 97

Generating Reports with Existing Parameter Sets ......................... 98

Generating Reports with Temporarily Customized Parameter Sets 98

Creating New Parameter Sets for Reports ....................................... 99

Viewing and Using Reports ...................................................................... 99

Navigating Reports ............................................................................. 100

Exporting Reports ............................................................................... 100

Printing Reports .................................................................................. 101

Chapter 8

Displaying Data ........................................................................................ 103

Edit Events ............................................................................................ 104

Parameter Set Information Panel .............................................. 104

Event Details Panel ....................................................................... 104

Event List Panel ............................................................................. 105

Edit Production Data ......................................................................... 107

Parameter Set Information Panel .............................................. 107

Activity Area Details Panel ......................................................... 108

Rockwell Automation Publication RPTEXP-UM001H-EN-P-June 2014 5

Table of Contents

Production Data List Panel ......................................................... 109

Edit Shift Information ....................................................................... 111

Parameter Set Information Panel .............................................. 111

Shift Information List Panel ....................................................... 111

Enter Data Manually .......................................................................... 112

Parameter Set Information Panel .............................................. 113

Select Area and Shift Details Panel............................................ 113

Shift Summary Panel..................................................................... 114

Creating Events ......................................................................................... 115

Creating Events From Scratch ......................................................... 115

Creating Events From Existing Events .......................................... 116

Editing Events ........................................................................................... 117

Editing the Category - Name ........................................................... 118

Editing the Start/End Time ............................................................. 119

Editing the Start/End Value ............................................................. 121

Editing the Start/End Value of Events With a Value Lookup

List 122

Editing the Start/End Value of Events without a Value

Lookup List ..................................................................................... 122

Splitting Events ......................................................................................... 123

Deleting Events ......................................................................................... 124

Editing Production Data ........................................................................ 125

Editing the Number of Good and Scrap Parts ............................. 125

Editing the Part Id .............................................................................. 126

Editing the Ideal Cycle Time ........................................................... 127

Editing the Values of the User-Defined Summarization Fields 127

Splitting Production Data ...................................................................... 129

Editing Shift Instances ............................................................................ 130

Splitting Shift Instances .......................................................................... 131

Chapter 9

Administering Report Expert

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Configuring Security for Report Expert ............................................. 134

Setting up Security for Report Expert Editors ............................. 134

Setting up Security for Report Expert Administrators .............. 136

Disabling Security ............................................................................... 137

Configuring Report Expert Settings .................................................... 138

Table of Contents

Modifying the RptSetting Table ..................................................... 143

Communicating With SQL Server Reporting Services (SSRS)144

Configuring the Report Tree of the Explorer Page .......................... 146

Adding Tree Items .............................................................................. 146

Copying Tree Items ............................................................................ 148

Editing Tree Items .............................................................................. 148

Organizing Tree Items ....................................................................... 149

Deleting Tree Items ............................................................................ 149

Configuring the Quick Web ................................................................. 149

Configuring Report Subscriptions ....................................................... 150

Creating Shared Schedules in SQL Server Reporting Services

(SSRS) .................................................................................................... 151

Adding Report Subscriptions ........................................................... 151

Modifying Report Subscriptions ..................................................... 152

Deleting Report Subscriptions ......................................................... 154

Configuring Parameter Sets ................................................................... 154

Adding Parameter Sets ....................................................................... 154

Copying Parameter Sets .................................................................... 155

Modifying Parameter Sets ................................................................. 156

Deleting Parameter Sets .................................................................... 157

Configuring Terminologies ................................................................... 157

Domain Terminology ........................................................................ 157

Creating Domain Terminologies .................................................... 158

Adding Terms Terminologies .......................................................... 159

Editing Terms ...................................................................................... 160

Deleting Terms .................................................................................... 161

Copying Terminologies to Other Cultures .................................. 161

Deleting Terminologies ..................................................................... 162

Deleting Cultures from Domain Terminologies ......................... 163

Synchronizing Terminology Changes with Report Server ....... 163

Configuring the Line Order .................................................................. 164

Chapter 10

Glossary of Fields

Rockwell Automation Publication RPTEXP-UM001H-EN-P-June 2014 7

Area 165

Availability ................................................................................................. 165

Available Time .......................................................................................... 165

Table of Contents

Average Duration ..................................................................................... 165

Avg. Duration/Event End Num ........................................................... 165

Cycle Time Diff. ....................................................................................... 166

Cycle Time Diff. % .................................................................................. 166

Downtime .................................................................................................. 166

Duration ..................................................................................................... 166

End Time .................................................................................................... 166

End Value ................................................................................................... 167

Enterprise ................................................................................................... 167

Event Category .......................................................................................... 167

Event Comment ....................................................................................... 167

Event Count .............................................................................................. 167

Event During Num .................................................................................. 167

Event During Scheduled Time .............................................................. 167

Event End Num ........................................................................................ 168

Event Is Fault ............................................................................................. 168

Event Name ............................................................................................... 168

Event Occurrence ..................................................................................... 168

Event Occurrence Count/Id ................................................................. 168

Event Reason ............................................................................................. 168

Event Reason Code .................................................................................. 168

Event Severity ............................................................................................ 168

Event Start Num ....................................................................................... 169

Event Trigger ............................................................................................. 169

Event Trigger Expression ........................................................................ 169

Event Value ................................................................................................ 169

Event Value Expression ........................................................................... 169

Event Value Lookup List Name ............................................................ 169

Fault % ........................................................................................................ 169

Fault Count ............................................................................................... 170

Fault Metric Use ....................................................................................... 170

Fault Time .................................................................................................. 170

Faults ........................................................................................................... 170

Faults per Hour ......................................................................................... 170

Good Parts ................................................................................................. 170

Ideal Cycle Time ....................................................................................... 170

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Table of Contents

Ideal % ......................................................................................................... 171

Ideal Parts ................................................................................................... 171

Line 171

Machine State Name ............................................................................... 171

Max Duration ............................................................................................ 171

Max. Duration/Event Start Num ......................................................... 171

Min Duration ............................................................................................ 171

Min. Duration/Event Severity .............................................................. 172

MTBF ......................................................................................................... 172

MTTR ......................................................................................................... 172

OEE % ......................................................................................................... 172

Part Description ....................................................................................... 173

PartId ........................................................................................................... 173

Quality % .................................................................................................... 173

Realized Cycle Time ................................................................................ 173

Record State ............................................................................................... 173

Reporting Value ........................................................................................ 173

Running Time ........................................................................................... 173

Scheduled Unavailable Time ................................................................. 174

Scrap % ........................................................................................................ 174

Scrap Parts .................................................................................................. 174

Shift 174

Shift Name ................................................................................................. 174

Shift Number ............................................................................................ 174

Shift Start ................................................................................................... 174

Site 175

Start Time .................................................................................................. 175

Start Value .................................................................................................. 175

State Count ................................................................................................ 175

State Name ................................................................................................. 175

TEEP ........................................................................................................... 175

Throughput % ........................................................................................... 175

Time in Event ............................................................................................ 176

Total Duration .......................................................................................... 176

Total Parts .................................................................................................. 176

Uptime ........................................................................................................ 176

Rockwell Automation Publication RPTEXP-UM001H-EN-P-June 2014 9

Table of Contents

Uptime % ................................................................................................... 176

Work Cell................................................................................................... 176

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Chapter 1

Welcome to Report Expert

Report Expert is a new reporting environment based on SQL Server Reporting Services (SSRS) for Microsoft SQL Server that allows you to report on data generated by FactoryTalk Metrics.

Report Expert is an optional component that is installed separately from RSBizWare and the FactoryTalk Metrics software. To use Report Expert, you must install one of the supported versions of Microsoft SQL Server (see "Report Expert Prerequisites (page 17)"). Read the release notes (located on your Report Expert CD) to learn about software/hardware requirements.

Report Expert provides a web interface to view and interact with three types of reports that display FactoryTalk Metrics data:

• Quick Web reports, which are created with the RSBizWare

and FactoryTalk Metrics report authoring tools.

• SQL Server Reporting Services reports, which are created

using the SSRS report designer tools.

• Report Expert report templates (page 38), which are specially

modified SSRS reports.

A fixed number of Report Expert report templates are installed automatically with Report Expert. These report templates, when combined with parameter sets you can create, will satisfy a wide range of reporting requirements. You can also create new Report Expert report templates using SSRS. Creating new reports is an advanced topic that is not covered in this user guide.

Rockwell Automation Publication RPTEXP-UM001H-EN-P-June 2014 11

Chapter 1 Welcome to Report Expert

Features of Report Expert

Report Expert provides the following features:

• Uses standard SQL Server Reporting Services (SSRS) for

Microsoft SQL Server.

• Includes SSRS for Microsoft SQL Server, and appropriate

client licenses.

• Includes value-added content not available in SSRS, such as:

• Interactive filtering using the plant model and other

FactoryTalk Metrics key fields (for example, any of the five flex fields).

• Dynamic grouping and sorting.

• Expanded date and time filtering, including shift filtering.

• Pre-defined named filters such as Today, Yesterday, and

This Week.

• Drilldown and drillthrough.

• Allows you to:

• View Report Expert report templates, standard SSRS

reports, and Quick Web reports through a single web interface.

• Create a custom reporting tree.

• Create parameter sets that define filtering, grouping, and

sorting behaviors and apply these to report templates to create custom reports.

• Create and modify your own report parameter sets, as well

as save parameter sets with report templates to create custom reports.

• Use the parameter settings interactively to perform ad-hoc

reporting.

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Welcome to Report Expert Chapter 1

Intended Audience

• Modify standard SSRS RDL reports to take advantage of

Report Expert parameter passing (passing values from the Report Expert parameter set into the report).

• Enter event and production data manually.

• View and modify event and production data.

• View and modify shift information.

Benefits of Report Expert

Report Expert uses an industry-standard reporting package from Microsoft, not a proprietary reporting package from Rockwell Automation. This means it can be much easier and more cost-effective for you to create and maintain a reporting system.

Expertise on SSRS can be obtained from Microsoft training classes, publications, and contractors. SSRS could be the reporting standard for other applications in your company, allowing for easier integration of FactoryTalk Metrics data with other data and applications.

The user guide is designed to help you understand how to install, configure, access, use, and maintain your Report Expert software. The document is intended for the following three types of users:

• Report Expert Establisher (page 13)

• Report Expert Administrator (page 14)

Report Expert Establishers

Rockwell Automation Publication RPTEXP-UM001H-EN-P-June 2014 13

• Report Expert User (page 14)

Report Expert establishers install Report Expert and set it up for use by the administrator and other users.

They should be familiar with:

• Microsoft Windows operating systems.

Chapter 1 Welcome to Report Expert

• Microsoft SQL Server (including SQL Server Reporting

Services (SSRS)).

• Microsoft Internet Information Services (IIS).

Report Expert Administrators

Report Expert Users

Report Expert administrators define the parameter sets and reports accessible to Report Expert users.

They should be familiar with:

• The layout and content of the lines and plant for which the

reports will provide information.

• Microsoft Windows operating systems.

• Microsoft Internet Explorer.

• Microsoft SQL Server (including SQL Server Reporting

Services (SSRS)).

Report Expert users use the reports created by the administrator in order to perform their job.

They should be familiar with:

• Microsoft Windows operating systems.

• Microsoft Internet Explorer.

Where Can I Go for Help?

Consult the following resources for additional information about the product:

• Release Notes

The release notes contain current information about the

product, including hardware and software requirements, new

features, known and fixed anomalies.

• RSBizWare Administration Guide

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Welcome to Report Expert Chapter 1

The administration guide helps the RSBizWare administrator

install and configure the software as well as understand the

architecture of the RSBizWare suite and its components.

• Online help

The online help provides general information and step-by-step

procedures for working with the product.

• Rockwell Automation Support Center

The support center provides a variety of services, such as

trainings, webinars, and online support that will improve your

experience using the RSBizWare suite.

Rockwell Automation Publication RPTEXP-UM001H-EN-P-June 2014 15

Chapter 1 Welcome to Report Expert

16 Rockwell Automation Publication RPTEXP-UM001H-EN-P-June 2014

Chapter 2

Report Expert Prerequisites

Before you install Report Expert, keep the following in mind:

• Report Expert must be installed on the same computer as SQL

Server Reporting Services (SSRS).

• Make sure you have configured your System DSN (Data

Source Name) in your ODBC Data Source Administrator.

If you have RSBizWare installed, you may already have System

DSN configured.

To verify the System DSN configuration on Microsoft Windows Server:

1. In the file explorer, go to the following directory:

%windir%\SysWOW64\

2. Double-click odbcad32.exe.

The ODBC Data Source Administrators (32-bit) dialog box

appears.

3. Click the System DSN tab.

If the system DSN is configured, your RSBizWare database is

listed under System Data Sources.

If the System DSN is not configured, create a DSN for the

RSBizWare database on the server containing the Report

Expert web site. For more information on creating a DSN, see

the Report Expert Release Notes, section "Prerequisites for

Windows Server 2012 for FactoryTalk Metrics and Report

Expert".

Rockwell Automation Publication RPTEXP-UM001H-EN-P-June 2014 17

Chapter 2 Report Expert Prerequisites

Hardware and Software Requirements

For up-to-date information on hardware and software requirements of Report Expert, refer to the Report Expert Release Notes, available

on the RSBizWare installation DVD.

18 Rockwell Automation Publication RPTEXP-UM001H-EN-P-June 2014

contains information that can help identify the cause of your installation

Expert report templates, those reports in your currently installed version

Chapter 3

Installing Report Expert

This chapter describes how to install the Report Expert software.

If you are installing Report Expert, you must have the Windows System Administrator privileges, and your user account must be a member of the local administrator user group.

Installing or Upgrading Report Expert

IMPORTANT

If you encounter problems during the Report Expert installation and need to call support, make sure that you have access to the log files created during installation. These files are named Rockwell - Report Expert 3.20 Install.log and Rockwell - Report Expert Deployment 3.0.log. Depending on your installation options, only one of these files may appear.

The log files are usually located in the \Documents and Settings\username\Local Settings\Temp folder, where username is the name of the installing user. However, this location can vary depending on the value of the %TEMP% environment variable. This file

problem.

You must have the administrator privileges to perform any of the following actions.

NOTE

If you are going to perform an upgrade to Report Expert 3.20, you may want to first rename standard reports if you changed any of the reports to meet your specific needs. If you do not rename the standard Report

To install or upgrade Report Expert on the server:

1. Close the SSRS web site, if it is open.

Rockwell Automation Publication RPTEXP-UM001H-EN-P-June 2014 19

of Report Expert will be removed and replaced by new versions of the Report Expert report templates.

Chapter 3 Installing Report Expert

2. Run the RSBizWare installation DVD.

The RSBizWare installation wizard appears.

3. On the Welcome page, click FactoryTalk Metrics >

Installation > Install Report Expert.

The installation program checks for installed applications.

4. On the Welcome page, click Next.

5. On the License Agreement page, click:

6. Click Next.

7. On the Customer Information page, type the following:

8. Click Next.

9. On the Setup Type wizard page, select:

• Complete, if you want to install all the features.

• Custom, if you want to install specific components.

If you choose this option, the Custom Setup page appears. Select the components that you want to install and their locations on the computer.

10. Click Next.

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Installing Report Expert Chapter 3

The Virtual directory information page appears. It displays

the default virtual directory of the Report Expert web site:

http://localhost/RockwellSoftware/ReportExpert

11. Click Next.

12. On the Database connection information page, provide the

following information:

Item Description

System DSN Name Select the name of the ODBC data source that you have

configured for your RSBizWare SQL Server database. Username Type the user name of your RSBizWare database. Password Type the password for the RSBizWare database user.

13. Click Next.

14. On the Ready to Install the Program page, click Install.

The Installing... page presenting the installation status appears.

15. On the InstallShield Wizard Completed page, click Finish.

The Database Load and Update wizard appears.

16. On the Welcome page, click Next.

17. On the Product and Database Connection page, provide the

following information:

Item Description

ODBC DSN Select the name of the ODBC data source that you have

configured for your RSBizWare SQL Server database. User Type the user name of your RSBizWare database. Password Type the password for the RSBizWare database user.

Rockwell Automation Publication RPTEXP-UM001H-EN-P-June 2014 21

Chapter 3 Installing Report Expert

18. Click Connect. The Available Product Modules list is

populated with FactoryTalk components.

19. Under Available Product Modules, select these options:

Removing Report Expert

TIP

Select both options so that you have access to FactoryTalk Metrics and Report Expert sample data.

20. Click Finish to load data.

21. Click Close to exit the wizard.

Before removing Report Expert, you must delete all of the scheduled reports you created while using Report Expert. You can delete the reports from the Subscriptions tab (see "Deleting Report Subscriptions (page 154)") or you can stop the Microsoft SQL Server Agent (MSSQLSERVER) service (note that MSSQLSERVER is the default Microsoft SQL Server instance name that needs to be replaced with an appropriate one).

To stop the SQL Server agent service:

1. Go to Start > Administrative tools > Services. The Services

dialog box appears.

2. Right-click the SQL Server Agent service, and click Stop.

To remove Report Expert from the computer:

• Run the Report Expert installation again, click Next, and then

select Remove.

• Select Start > Settings > Control Panel > Add/Remove

Programs. The Windows Add/Remove Programs utility

22 Rockwell Automation Publication RPTEXP-UM001H-EN-P-June 2014

Installing Report Expert Chapter 3

appears. To remove Report Expert, select Report Expert and click Remove.

Rockwell Automation Publication RPTEXP-UM001H-EN-P-June 2014 23

Chapter 3 Installing Report Expert

24 Rockwell Automation Publication RPTEXP-UM001H-EN-P-June 2014

Chapter 4

Getting Started

In this chapter you will learn the following:

• What are the components of the Report Expert architecture

(page 25).

Understanding the Report Expert Architecture

• How to connect to Report Expert (page 27).

• What are the components of the Report Expert web page

(page 29).

• Where Report Expert-related errors are logged (page 34).

The following diagram provides a high-level architecture of Report Expert.

Rockwell Automation Publication RPTEXP-UM001H-EN-P-June 2014 25

Chapter 4 Getting Started

The Report Expert architecture is a scalable, multi-tiered, distributed architecture consisting of the following main components:

Item Description

Report Expert client (One or more.) A laptop or workstation running Internet Explorer. Report Expert web

site

A server computer running Microsoft SQL Server with SQL Server Reporting Services (SSRS) and Internet Information Server (IIS).

Database server A server computer running Microsoft SQL Server. This computer

contains the RSBizWare database with the FactoryTalk Metrics data from which the content of Report Expert report templates are derived.

The Report Expert components can be configured to run on a single computer, or it can be distributed across multiple computers. In the simplest case, the Report Expert web site can be installed on the same machine as the database server and a user can access the Report Expert client on the same server computer. In a distributed setting, these components may reside on separate computers.

The Report Expert client connects to the Report Expert service to view an HTML report, while it connects directly to the SQL Server Reporting Services (SSRS) to generate a PDF or an Excel version of a report or to print a report. The scalability of the Report Expert architecture allows many clients to connect to a single Report Expert web site.

The Report Expert web application interacts with the SSRS web application. The SSRS web application uses the FactoryTalk Metrics Data Provider (a SSRS Data Processing Extension) to retrieve FactoryTalk Metrics data.

To generate FactoryTalk Metrics-related Report Expert report templates, the Report Expert Service must have a connection to the RSBizWare database containing the FactoryTalk Metrics tables and views. In addition, SSRS need access to its own separate database at run time.

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Getting Started Chapter 4

NOTE

The same instance of Microsoft SQL Server can host both the SSRS database and the RSBizWare database. However, only one instance of Microsoft SQL Server is licensed with a FactoryTalk Metrics server. Therefore, if you want to distribute the two databases across two different computers, you must acquire an additional Microsoft SQL Server license.

Connecting to Report Expert

Use Microsoft Internet Explorer to connect to Report Expert.

To start Report Expert do either of the following:

• Go to Start > All Programs > Rockwell Software > Report

Expert > Report Expert.

• Open Internet Explorer.

Go to: http://hostcomputer:8001/rockwellsoftware/reportexpert

where hostcomputer is the name of the computer on which Report Expert is installed.

NOTES

In order to display drill-down report data correctly, make sure your Internet Explorer setting for refreshing pages is set up correctly.

• In Internet Explorer 7.0, select Tools > Options.

Under Temporary Internet Files, click Settings and select Every time I visit the webpage.

• In Internet Explorer 8.0 or 9.0, select Tools >

Internet Options. Under Browsing history, click Settings and select Every time I visit the webpage.

Report Expert administrators should open Report Expert in Internet Explorer using the Run as administrator option so that the Administration page is visible. For more details, see "Administering Report Expert (page 133)".

Rockwell Automation Publication RPTEXP-UM001H-EN-P-June 2014 27

Chapter 4 Getting Started

TIP

If you use Internet Explorer 10, see "Settings Specific to Internet Explorer 10 (page 28)" to learn how to configure your browser to work with Report Expert.

Settings Specific to Internet Explorer 10

Add the Report Expert Site to the Trusted Sites Zone

To make sure that Report Expert is displayed correctly in Internet Explorer 10, configure the following:

• Add the Report Expert site to the Trusted sites zone. (page 28)

• Set Internet Explorer 10 to open the Report Expert site in

Compatibility View. (page 29)

When you open the Report Expert site in Internet Explorer 10 for the first time, the following message is displayed:

To prevent Internet Explorer 10 from blocking Report Expert, add the Report Expert site to the Trusted sites zone.

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Getting Started Chapter 4

To add the Report Expert to the Trusted sites zone:

1. In the dialog box displayed above, click Add.

The Trusted sites dialog box appears.

The address of the Report Expert site appears under Add this

website to the zone.

2. Click Add.

The site is added to the Websites list.

3. Click Close.

The Report Expert site is reloaded and is displayed in the browser with its content.

Open the Report Expert Site in Compatibility View

To open the Report Expert site in Compatibility View:

1. Open Report Expert in Internet Explorer 10.

2. Right-click the window bar of Internet Explorer, and click

Menu bar.

The menu bar appears.

3. On the Tools menu, click Compatibility View settings.

The Compatibility View Settings dialog box appears.

The address of the Report Expert site appears under Add this

website.

4. Click Add.

The site is added to the Websites you've added to Compatibility View list.

5. Click Close.

Navigating Report Expert

Report Expert consists of the following modules and pages:

This module: Contains these pages:

Administration Administration

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Chapter 4 Getting Started

ay or hide the red status bar at the bottom of the Report Expert

This module: Contains these pages:

Manual Data Editor

• Parameters

• Editor

Report Viewer

• Parameters

• Explorer

Use the toolbar at the top of the Report Expert page to navigate to different areas of the product, and to control which components are displayed.

The toolbar contains the following icons:

Click this button To:

Open the Report Expert home page. By default, it is the Report Viewer's Parameters page.

Open the Administration (page 30) page.

Open the Editor (page 32) page.

Open the Explorer (page 34) page.

Administration Page

30 Rockwell Automation Publication RPTEXP-UM001H-EN-P-June 2014

Display or hide the Parameters page for either the Manual Data Editor (page 32) or the Report Viewer (page 33).

Display or hide the red heading bar at the top of the Report Expert web page. The heading bar indicates your current location within the Report Expert.

Displ web page. The status bar shows tool tips and messages as you work within Report Expert.

Display a new browser window containing a list of the various components (and their version numbers) being used by Report Expert, and the version number of Report Expert.

Display the help for Report Expert.

Getting Started Chapter 4

On the Administration page, administrators can:

• Manage the content of the tree on the Explorer page.

• Configure the RSBizWare QuickWeb for Report Expert.

• Configure report subscriptions.

• Schedule reports for future delivery.

• Configure the way parameter sets are displayed on the web

page.

• Configure a line order for work cells.

Manual Data Editor

To open the Administration page, click

on the

Report Expert toolbar.

For more information on using the Administration page, see "Administering Report Expert (page 133)".

The Manual Data Editor allows you to display and modify production data from a FactoryTalk Metrics database. It consists of the following pages:

• Parameters page (page 32).

• Editor page (page 32).

For more information on using the Editor, see "Editing Event and Production Data (page 103)".

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Parameters Page for the Editor

On the Parameters page, you can select operations and the parameter sets for which you want to perform the operations.

To open the Parameters page for the Manual Data Editor for the

first time, click

To show or hide the Parameters page, click

on the Report Expert toolbar.

on the

Report Expert toolbar.

Editor Page

On the Editor page, you can perform various operations on the production data you have selected:

• Edit events.

• Edit production data.

• Edit shift information.

32 Rockwell Automation Publication RPTEXP-UM001H-EN-P-June 2014

• Enter data manually.

Getting Started Chapter 4

Report Viewer

Parameters Page for the Viewer

To open the Editor page, click

on the Report Expert

toolbar.

The Report Viewer allows you to view available reports. It consists of the following pages:

• Parameters page (page 33).

• Explorer page (page 34).

For more information on using the Viewer, see "Viewing and Generating Reports (page 97)".

On the Parameters page, you can associate report templates with parameter sets and generate ad-hoc reports.

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Chapter 4 Getting Started

To show or hide the Parameters page, click on the Report Expert toolbar.

For more information on using the Parameters page, see "Generating Reports Using the Parameters Page (page 97)".

Explorer Page

On the Explorer page, you can select a report from the tree to automatically display that report in the display area.

To open the Explorer page, click

on the Report Expert

toolbar.

For more information on using the Explorer page, see "Viewing Saved Reports on the Explorer Page (page 97)".

Troubleshooting

Errors for Report Expert are logged in the following locations, depending on the task you are performing at the time of the error:

• Microsoft Event Viewer.

Errors that occur while you are running the software (with the exception of generating reports).

To display the Event Viewer, do either of the following:

• On Microsoft Windows Server 2008 R2:

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Getting Started Chapter 4

Go to Start > Control Panel, and then click View event logs in the System and Security group, or select Start >

Administrative Tools > Event Viewer. The Event Viewer window appears.

• The SSRS log.

Errors that occur when you are generating reports.

The log file is located in the following folder:

Program Files\Microsoft SQL Server\<the name of the folder of the Reporting Services instances, for example the default name or MSRS10_50.MSSQLSERVER for Microsoft SQL Server 2008 R2>\Reporting Services\LogFiles.

• The Report Expert service log.

Errors that occur when you are using the Editor.

The log file is located in the \Website\Logs folder of your Report Expert installation directory, for example: c:\Program

Files (x86)\Rockwell Software\Report Expert\Website\Logs.

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36 Rockwell Automation Publication RPTEXP-UM001H-EN-P-June 2014

Chapter 5

Understanding Report Templates

Report Expert includes a fixed number of report templates. These are partial reports where the data fields to be displayed are already defined. The data fields and behavior of these templates are fixed, so you cannot easily change them. However, you can apply parameter sets to report templates to change both the content and the appearance of the resulting report.

Drillthrough

In this chapter you will learn about standard report templates that are available with Report Expert.

You will use this information to create your own reports. See "Viewing and Generating Reports (page 97)" for details.

For information regarding the source of all raw data used by Report Expert, see "Raw Data (page 76)".

For a list of the report templates, the queries the report templates use, and the fields in each of those queries, see "Query Fields (page

72)".

When you use the Report Expert drillthrough capability by clicking a data value in a report template, the resulting report displays data based on the new row grouping. There is a set hierarchy of data groupings as you drill through a report. For example, if you drill through a report that contains a week’s data for a single work cell, the resulting report will be grouped by day.

Following is the drillthrough hierarchy for the report templates supporting Report Expert drillthrough capability:

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• Site

• Area

• Line

• Work Cell

• Month

• Week

• Day

• Shift

• Hour

Report templates that do not support drillthrough are identified in the report template descriptions.

Report Templates

This section presents descriptions of the Report Expert report templates. Depending on the type of a report template, the descriptions may include the following information:

• The definition of the report template.

• The query on which the report template is based.

• The fields of the report template grid.

• The maximum number of rows allowed in the report template.

• The information on the drillthrough hierarchy.

• The description of the bar charts included in the report

template.

• The calculations used by Report Expert to prepare the

resulting report.

The definitions of report template fields are also available in "Glossary of Fields (page 165)".

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All report templates are available on the Parameters page, under Select Report. See "Viewing and Generating Reports (page 97)" for details.

Dashboard

The Dashboard report template is combined with the Dashboard Current Shift parameter set. The Dashboard Current Shift parameter set contains the following settings:

Item Description

Date/Time/Shift All Time Current Shift Grouping Event Category (Col), Event Name (Col), Shift (Row) Sorting None Plant Model None Filtering None TOP N None

NOTE

For information on how the dashboard widgets (and this report template) respond to changes in parameter settings, see "Parameter Settings and Widgets (page 44)".

The Dashboard report template is comprised of the following dashboard widgets:

• OEE % (page 40)

• 3 OEE Components (page 40)

• Last State (page 40)

• Production Summary (page 41)

• Uptime Summary (page 41)

• Fault Summary (page 42)

• Good Parts vs. Scrap Parts (page 42)

• Uptime vs. Downtime (page 43)

• Machine States (page 43)

• Event Count and Duration (page 43)

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OEE % Widget

The OEE % widget displays the OEE % value as a horizontal bar chart for the work cells selected over the time period selected.

The color of the bar changes depending on the OEE value. The color values are taken from the respective Color fields in the RptSetting table. The values which cause a change from one color to another are also set in the RptSetting table in the Threshold fields (see "Configuring Report Expert Settings (page 138)").

3 OEE Components Widget

Last State Widget

The 3 OEE Components widget displays the OEE % and the three OEE components (availability, throughput, and quality) as four bars in a horizontal bar chart.

The color of the OEE bar changes depending on the OEE value. The color values are taken from the respective Color fields in the RptSetting table. The values which cause a change from one color to another are also set in the RptSetting table in the Threshold fields (see "Configuring Report Expert Settings (page 138)").

The Last State widget displays the current machine state and the time the machine has been in that state. The data is shown as text. This widget is not useful if you select more than one work cell. However, if you select more than one work cell, this widget displays the machine state with the latest starting time.

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Machine states are not configured so you must configure them manually. If you do not configure machine states, this widget will not contain data. For information on configuring machine states, refer to the FactoryTalk Metrics User Guide.

Production Summary Widget

Uptime Summary Widget

The Production Summary widget displays the number of good parts, scrap parts, total parts, and scrap % for all the selected work cells for the time period.

The Uptime Summary widget displays total available time, running time, and down time for all selected work cells for the time period. Each is shown in the format HH:MM:SS.

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Fault Summary Widget

Good Parts vs. Scrap Parts Widget

The Fault Summary widget displays the aggregated fault-related data: fault count, fault time, mean time between failure and mean time to repair.

The Good Parts vs. Scrap Parts widget displays the total good parts and scrap parts by percentage in a pie chart.

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Uptime vs. Downtime Widget

Machine States Widget

The Uptime vs. Downtime widget displays the total uptime and total downtime (in minutes) as a vertical bar chart. If shift is configured for the selected work cell(s), and more than one shift is included in the time selection, the data is grouped by shift.

The Machine States widget displays total time (in minutes) in each of the defined machine states in pie chart format.

Event Count and Duration Widget

The Event Count and Duration widget displays information for user-defined events, including the event name, total event duration (in minutes), and total event count. Duration is shown as a vertical bar chart, and event count as a line. The chart is grouped by event category and event name within each category.

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With the exception of the Event Count and Duration widget, data in

Parameter Settings and Widgets

The widgets will respond to most changes you make to the Report Expert parameters. However, not all parameter settings affect all the widgets. In general, the widgets will respond to the following parameters:

Item Description

Date/Time/Shift All widgets in a report template use the selected setting for time

and shift.

Plant Model All widgets in a report template use the selected setting for the

Plant Model filter.

Terminology All widgets in a report template use the selected setting for

terminology. You can use the Terminologies feature to change the titles that appear in each widget. See "Using the Terminology Parameter (page 94)".

If the selected widget uses the data fields in the parameter settings, the widget will respond to the following parameters:

Event All Detail

Item Description

Sorting

the widgets is not sorted. If you select a data field in the Event Count and Duration widget (Event Count or Event Duration), you can sort the data in the Event Count and Duration widget. See "Using the Sorting Parameter (page 88)".

Filtering The widgets respond to filtering, depending on the data being

filtered. If you filter on Part Id or one of the flex fields, filtering will affect all widgets. If you filter on event category or event description, filtering only affects the Event Count and Duration widget. See "Using the Filtering Parameter (page 91)". Filtering that is not appropriate for a particular widget is ignored.

NOTE

If you change grouping parameters, the widgets will not respond and an error message will appear. Do not change the grouping parameters (Event Category (Col), Event Name (Col), Shift (Row)) in the default parameter set (Dashboard – Current Shift).

The Event All Detail report template displays information on every occurrence of events. It contains more details than the Event Detail and Event Detail Paged report templates.

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The report does not support any grouping.

NOTE

Due to a large amount of data that can be displayed with this report we recommend that you filter your data thoroughly to shorten the report generation time, and/or limit the number of records to be returned with the EventDetailExtRowLimit setting (page 138) available in the RptSetting table.

Query: EventDetailExt.

The fields of the report template grid:

Item Description

Line Workcell

Event Category The category of the event. Event Name The name of the event. Event Severity The numeric severity level assigned to the event. Start Time The date and time that the event or state started. End Time The date and time that the event or state ended. Duration The length of the event, calculated as the difference between start

Start Value The value collected at the start of the event. End Value The value collected at the end of the event. Shift Start Time The start time of the shift during which the data was collected.

A level of the plant model (which is constructed by enterprise, site, area, line, and then work cell).

time and end time and displayed using the format HH:MM:SS.mmm. The calculation for this field is: Duration = End Time - Start Time.

Shift Number The number of the shift. Shift Name The name of the shift. Record State The numeric state of the database record. Event During

Information whether the event occurred during the scheduled time.

Scheduled Time Event Start Num The numeric value collected at the start of the event.

Event End Num The numeric value collected at the end of the event. Event During Num A numeric information on the event calculated as the difference

between Event End Num and Event Start Num. The calculation for this field is: Event During Num = Event End Num – Event Start Num.

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Chapter 5 Understanding Report Templates

Item Description

Event Is Fault Information on whether the event is used for Faults metrics. Event Reason Code The numeric code representing the event reason. Event Reason The string value representing the event reason. Event Occurrence The identifier of a single event occurrence. PartId The ID of the part that was being produced when the event

occurred.

Event Comment The wording of a comment that you have typed for an event in the

Editor (page 115).

The drillthrough hierarchy: none.

Calculations used by Report Expert to obtain values in the resulting report:

Event Chart

• Duration = End Time - Start Time

• Event During Num = Event End Num – Event Start Num

The Event Chart report template aggregates all event-related data. It contains a chart which displays data of the number and duration of all events together, and links to Event Detail reports concerning specific events.

Query: Event.

The fields of the report template grid:

Item Description

Event Count The number of events that occurred during the reporting period. Total Duration The total time (HH:MM:SS.mmm) in the reporting period during

which an event or state was occurring. Min. Duration The shortest event or state occurrence. Max. Duration The longest event or state occurrence.

Avg. Duration The average length of event or state occurrences. Detail Link to an Event Detail report referring to a specific fault, filtered to

display only faults and grouped by event name.

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The values of the report template and other report templates to which the values link using the drillthrough hierarchy:

Click a value in this column: To display this report template:

Event Count Event Chart

Total Duration Event Chart

Min. Duration Event Chart Max. Duration Event Chart

Avg. Duration Event Chart Detail Event Detail

The report template bar charts: Event Count and Event Duration on separate charts, and a chart that displays both these values together.

The bar chart fields:

Event Count and Event Duration chart fields (sorted according to the type of sorting criteria selected):

Item Description

Values Event Count and Total Duration X axis grouping First non-page grouping parameter Series Second non-page grouping

Event Count chart fields (sorted by Event Count):

Item Description

Value Event Count X axis grouping First non-page grouping parameter Series Second non-page grouping

Event Duration fields (sorted by Total Duration):

Item Description

Value Total Duration

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Item Description

X axis grouping First non-page grouping parameter Series Second non-page grouping

Event Configuration

The Event Configuration report template displays FactoryTalk Metrics configuration data related to events.

Query: EventConfiguration.

The fields of the report template grid:

Item Description

Enterprise Site Area Line Work Cell Event Category The category of the event. Event Name The name of the event. Machine State Name The name of the machine state associated with the event. Severity Level The numeric severity level assigned to the event. Fault Metric Use Defines how the event affects the calculation of Fault Metrics. Event Trigger A textual description of the data point used as a trigger for the

Event Trigger Expression

Event Value A text description of the data point used for the event value. Event Value

Expression Event Value Lookup

List Name

A level of the plant model (which is constructed by enterprise, site,

area, line, and then work cell).

event.

A FactoryTalk Transaction Manager expression used to determine

the event trigger value.

A FactoryTalk Transaction Manager expression used to determine

the event value.

A name of the value lookup list that provides descriptive names for

each event value, if there is any list associated with the event.

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•

The report template supports the following:

Item Description

Event Detail

Sorting by

Site

• Area

• Line

• Work Cell

• Event Name

• Event Category

• Work Cell Ordered

The standard plant model filtering Filtering by

• Event Name

• Event Category

• Terminology

The drillthrough hierarchy: none.

The Event Detail report template displays raw event data.

Query: EventDetail.

The fields of the report template grid:

Item Description

Start Time The date and time that the event or state started. End Time The date and time that the event or state ended. Duration The length of the event, calculated as the difference between start

time and end time and displayed using the format

HH:MM:SS.mmm. The calculation for this field is:

Duration = End Time - Start Time. Start Value The value collected at the start of the event. End Value The value collected at the end of the event. Event Comment The wording of a comment that you have typed for an event in the

Editor (page 115).

The maximum number of rows in the resulting report: 5000.

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Chapter 5 Understanding Report Templates

NOTE

If the data returned exceeds the maximum number of rows allowed in the resulting report, the Max row limit reached message appears in red above the grid. The maximum row number can be changed in the RptSettings table. For details, see "Modifying the RptSetting Table (page

143)".

The drillthrough hierarchy: none.

Calculations used by Report Expert to obtain values in the resulting report:

• Duration = End Time - Start Time

Event Detail Paged

The Event Detail Paged report template displays raw event data, divided into pages.

Query: EventDetail.

The fields of the report template grid:

Item Description

Start Time The date and time that the event or state started. End Time The date and time that the event or state ended. Duration The length of the event, calculated as the difference between start

time and end time and displayed using the format

HH:MM:SS.mmm. The calculation for this field is:

Editor (page 115).

The maximum number of rows in the resulting report: 5000.

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NOTE

143)".

The drillthrough hierarchy: none.

Calculations used by Report Expert to obtain values in the resulting report:

• Duration = End Time - Start Time

Event History String/Value

The Event History String and Value report templates display row-level data from the OEEEvent table. The difference between the reports is that the Start Value, End Value and Reporting Value

columns are displayed as either strings or values in the Event History String and Event History Value report templates respectively.

Query: EventDetailExt.

The fields of the report template grid:

Item Description

Line Workcell Shift Start Time The start time of the shift during which the data was collected. Event Occurrence The identifier of a single event occurrence. Event Category The category of the event. Event Name The name of the event.

Event Reason The string value representing the event reason. Start Time The date and time that the event or state started. End Time The date and time that the event or state ended. Duration The length of the event, calculated as the difference between start

A level of the plant model (which is constructed by enterprise, site,

area, line, and then work cell).

time and end time and displayed using the format

HH:MM:SS.mmm. The calculation for this field is:

Duration = End Time - Start Time.

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Chapter 5 Understanding Report Templates

Event Overview

Item Description

Start Value The value collected at the start of the event.

End Value The value collected at the end of the event. Reporting Value The string value representing the event reason. Event Severity The numeric severity level assigned to the event.

The drillthrough hierarchy: none.

Calculations used by Report Expert to obtain values in the resulting report:

• Duration = End Time - Start Time

The Event Overview report template displays row-level data from the OEEEvent table.

Query: EventDetailExt.

The fields of the report template grid:

Item Description

Line Work Cell Event Category The category of the event. Event Name The name of the event. Event Reason The string value representing the event reason. Shift Start The start time of the shift during which the data was collected. Event Occurrence Count/Id Start Time The date and time that the event or state started. End Time The date and time that the event or state ended. Total Duration The total time (HH:MM:SS.mmm) in the reporting period during

Min. Duration/Event Severity

Max. Duration/Event Start Num

A level of the plant model (which is constructed by enterprise, site,

area, line, and then work cell).

The number of the event occurrences (for grouping rows). / The

identifier of the single event occurrence (for detail rows).

which an event or state was occurring.

The shortest event or state occurrence (for grouping rows). / The

numeric severity level assigned to the event (for detail rows).

The longest event or state occurrence (for grouping rows). / The

numeric value collected at the start of the event (for detail rows).

52 Rockwell Automation Publication RPTEXP-UM001H-EN-P-June 2014

Item Description

Understanding Report Templates Chapter 5

Event Summary

Avg. Duration/Event End Num

The average length of event or state occurrences (for grouping

rows) / The numeric value collected at the end of the event (for

detail rows).

The drillthrough hierarchy: none.

The Event Summary report template displays aggregated event data. This report template allows you to determine how often and for how long events occurred during the manufacturing process.

Query: Event.

The fields of the report template grid:

Item Description

Event Count The number of events that occurred during the reporting period. Total Duration The total time (HH:MM:SS.mmm) in the reporting period during

which an event or state was occurring. Min. Duration The shortest event or state occurrence. Max. Duration The longest event or state occurrence. Avg. Duration The average length of event or state occurrences. Detail Link to an Event Detail report for the selected event.

The values of the report template and other report templates to which the values link using the drillthrough hierarchy:

Click a value in this column: To display this report template:

Event Count Event Summary

Total Duration Event Summary

Min. Duration Event Summary Max. Duration Event Summary Avg. Duration Event Summary Detail Event Detail

The report template bar charts: Event Count and Total Duration.

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Chapter 5 Understanding Report Templates

The bar chart fields:

Event Count chart fields:

Item Description

Value Event Count X axis grouping First non-page grouping parameter Series Second non-page grouping

Total Duration chart fields:

Item Description

Value Total Duration X axis grouping First non-page grouping parameter Series Second non-page grouping

Fault

The Fault report template displays aggregated data related to faults of the machinery. It allows you to assess how often and for how long the faults occurred during the manufacturing process, and provides links to Event Summary reports concerning faults for a specific work cell.

Query: Performance.

The fields of the report template grid:

Item Description

Running Time The number of seconds the machine was in a running state. Fault Time The time when the fault occurred. Fault Count The number of faults that occurred in the reporting period.

54 Rockwell Automation Publication RPTEXP-UM001H-EN-P-June 2014

Faults per Hour = Faults Count ⁄ Uptime

Fault % = FaultTime / Uptime

Item Description

Understanding Report Templates Chapter 5

MTBF (Mean Time Between Failures)

MTBF = Uptime ⁄ FaultCount

Mean Time Between Failure (MTBF) is the ratio of running time to

the total number of failures. It measures the average amount of

time when a piece of equipment was in a running state between

failures. MTBF is a derived field that contains aggregate functions

and, as such, can only be used in summary report objects and

cannot have aggregate functions applied. MTTR (Mean Time To

Repair)

MTTR = FaultTime ⁄ FaultCount

Mean Time to Repair (MTTR) is the ratio of the time spent in a

failure state to the total number of failures. It measures the average

amount of time when a piece of equipment was in a failure state.

MTTR is a derived field that contains aggregate functions and, as

such, can only be used in summary report objects and cannot have

aggregate functions applied. Faults per Hour

The average amount of faults per hour during the reporting period. Fault %

The percentage of time the machine spent in a fault state. Detail Link to an Event Summary report referring to a specific fault,

filtered to display only faults and grouped by event name.

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The values of the report template and other report templates to which the values link using the drillthrough hierarchy:

Click a value in this column: To display this report template:

Running Time Fault (grouped by the next value in the

drillthrough hierarchy)

Fault Time Fault Count MTBF MTTR Faults per Hour Fault % Detail Event Summary

The report template bar charts: MTBF and MTTR.

Chapter 5 Understanding Report Templates

The bar chart fields:

MTBF chart fields:

Item Description

Value MTBF (in hours) X axis grouping First non-page grouping parameter Series Second non-page grouping

MTTR chart fields:

Item Description

Value MTTR (in minutes) X axis grouping First non-page grouping parameter Series Second non-page grouping

Performance

Calculations used by Report Expert to obtain values in the resulting report:

• MTBF = Uptime ⁄ FaultCount

• MTTR = FaultTime ⁄ FaultCount

• Faults per Hour = Faults Count ⁄ Uptime

• Fault % = FaultTime / Uptime

The Performance report template provides the OEE (Overall Equipment Effectiveness) rating that can be used to assess a single machine’s performance over time or to compare the performance of machines to each other.

Query: Performance.

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The fields of the report template grid:

Item Description

Uptime % The percentage of available time that the machine was actually

running. The calculation for this field is:

Uptime % = RunningTime/AvailableTime. Throughput % The performance of a machine when it is running compared to its

ideal cycle time. The ideal cycle time depends upon the product

being produced and is measured in units of seconds per part. The

calculation for this field is:

Throughput = (TotalParts x IdealCycleTime) / Running Time. Quality % The percentage of total parts produced that were of good quality.

The calculation for this field is:

Quality % = GoodParts / Total Parts. OEE % The product of Uptime, Throughput, and Quality. The calculation for

this field is:

OEE % = Uptime x Throughput x Quality.

The values of the report template and other report templates to which the values link using the drillthrough hierarchy:

Click a value in this column: To display this report template:

Uptime % Uptime

Throughput % Throughput

Quality % Quality

OEE % Performance

The report template bar charts: OEE %.

The bar chart fields:

Item Description

Value OEE % X axis grouping First non-page grouping parameter Series Second non-page grouping

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Calculations used by Report Expert to obtain values in the resulting report:

• Uptime % = RunningTime/AvailableTime

• Throughput % = (TotalParts x IdealCycleTime) /

RunningTime

• Quality % = GoodParts / Total Parts

• OEE % = Uptime x Throughput x Quality

Or:

This reduces to:

NOTE

Typically, the OEE calculation will be performed over a time range with numerous IdealCycleTime values. In this case, the calculation is done for each unique IdealCycleTime using the GoodParts and AvailableTime during that IdealCycleTime. Each individual calculation is then multiplied by its fraction of the TotalAvailableTime (AvailableTime/TotalAvailableTime) and then summed together.

The following formula illustrates the calculation with multiple IdealCycleTimes:

where:

• ICT = IdealCycleTime

• GP = GoodParts

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• A = AvailableTime

Understanding Report Templates Chapter 5

Production

If you group a report by work cell, using the Production report template allows you to determine the production success of a single work cell or to compare the production successes of multiple work cells.

Query: Performance.

The fields of the report template grid:

Item Description

Good Parts The number of good parts produced. Scrap Parts The number of parts rejected due to poor quality. Total Parts The total number of parts produced. Ideal Parts The total number of parts that could have been produced in the

available time. The calculation for this field is:

IdealParts = AvailableTime / IdealCycleTime. Ideal % A measurement of how close the activity area was to ideal

performance. The calculation for this field is:

Ideal % = GoodParts / IdealParts. It calculates the percentage of the

ideal part count that was actually produced. Scrap % The percentage of total parts produced that were rejected due to

poor quality. The calculation for this field is:

Scrap % = ScrapParts / TotalParts. Running Time The number of seconds the machine was in a running state. Uptime % The percentage of available time that the machine was actually

running. The calculation for this field is:

Uptime % = RunningTime/AvailableTime.

The values of the report template and other report templates to which the values link using the drillthrough hierarchy:

Click a value in this column: To display this report template:

Good Parts Production

Scrap Parts Quality

Total Parts Production

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Click a value in this column: To display this report template:

Ideal Parts Production

Ideal % Production

Scrap % Production Running Time Production Uptime % Uptime

The report template bar charts: Good Parts vs. Ideal Parts.

The bar chart fields:

Item Description

Value Good Parts, Ideal Parts X axis grouping First non-page grouping parameter Series Second non-page grouping

Production Overview

Calculations used by Report Expert to obtain values in the resulting report:

• IdealParts = AvailableTime / IdealCycleTime

• Ideal % = GoodParts / IdealParts

• Scrap % = ScrapParts / TotalParts

• Uptime % = RunningTime / AvailableTime

The Production Overview report template displays overall performance of machines, aggregating data related to quality, time and performance.

Query: Performance

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The fields of the report template grid:

Item Description

Uptime % The percentage of available time that the machine was actually

running. The calculation for this field is:

Uptime % = RunningTime/AvailableTime. Throughput % The performance of a machine when it is running compared to its

ideal cycle time. The ideal cycle time depends upon the product

being produced and is measured in units of seconds per part. The

calculation for this field is:

Throughput = (TotalParts x IdealCycleTime) / Running Time. Quality % The percentage of total parts produced that were of good quality.

The calculation for this field is:

Quality % = GoodParts / Total Parts. OEE % The product of Uptime, Throughput, and Quality. The calculation for

this field is:

OEE % = Uptime x Throughput x Quality. Available Time It may be defined by a schedule or by information from the control

system. Available time may be impacted by scheduled unavailable

time and by the use of Monitored Availability in the work cell's

configuration. Downtime The amount of time the machine was available, but was not

running. The calculation for this field is:

DownTime = AvailableTime - RunningTime. Running Time The number of seconds the machine was in a running state. Good Parts The number of good parts produced. Scrap Parts The number of parts rejected due to poor quality. Total Parts The total number of parts produced. Ideal Parts The total number of parts that could have been produced in the

available time. The calculation for this field is:

IdealParts = AvailableTime / IdealCycleTime. Scheduled

Unavailable Time Faults The number of fault states. TEEP (Total Effective Equipment Productivity (or Total Capacity).) A Key

The scheduled unavailable time as defined by the work cell

schedule.

Performance Indicator (KPI) that is similar to the OEE calculation,

but it uses Total Time instead of Available Time in the calculation:

TEEP = (Good Parts * Ideal Cycle Time)/Total Time

TEEP = OEE*(Available Time/Total Time).

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The values of the report template and other report templates to which the values link using the drillthrough hierarchy:

Click a value in this column: To display this report template:

Uptime % Uptime

Throughput % Throughput

Quality % Quality

OEE % Performance Available Time Production Overview Downtime Production Overview Running Time Production Overview Good Parts Production Overview

Scrap Parts Production Overview

Total Parts Production

Ideal Parts Production

Scheduled Unavailable Time Production Overview

Faults Fault TEEP Performance

The report template bar charts: Production Overview Chart.

The bar chart fields:

Item Description

Value Uptime %, Throughput %, Quality %, OEE % X axis grouping First non-page grouping parameter Series Second non-page grouping

Calculations used by Report Expert to obtain values in the resulting report:

• Uptime % = RunningTime/AvailableTime

• Throughput = (TotalParts x IdealCycleTime) / Running Time

• Quality % = GoodParts / Total Parts

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• OEE % = Uptime x Throughput x Quality

• DownTime = AvailableTime - RunningTime

• IdealParts = AvailableTime / IdealCycleTime

• TEEP = (Good Parts * Ideal Cycle Time)/Total Time

• TEEP = OEE*(Available Time/Total Time)

Quality

The Quality report template allows you to assess the quality of the parts that have been produced.

Query: Performance

The fields of the report template grid:

Item Description

Good Parts The number of good parts produced. Scrap Parts The number of parts rejected due to poor quality. Quality % The percentage of total parts produced that were of good quality.

The calculation for this field is:

Quality % = GoodParts / Total Parts.

The values of the report template and other report templates to which the values link using the drillthrough hierarchy:

Click a value in this column: To display this report template:

Good Parts Quality (grouped by the next value in the

Scrap Parts

drillthrough hierarchy)

Quality %

The report template bar charts: Quality %.

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The bar chart fields:

Item Description

Value Quality % X axis grouping First non-page grouping parameter Series Second non-page grouping

Calculations used by Report Expert to obtain values in the resulting report:

• Quality = GoodParts / TotalParts

Root Cause Analysis

The Root Cause Analysis report template consists of a Gantt chart displaying work cell state occurrences over time. The chart will display the work cells in the order specified in the Line Order (page

164) tab. Below the Gantt chart for each line is a table of data showing the same data used in the chart.

Query: State Detail.

The fields of the report template grid:

Item Description

Work Cell A level of the plant model (which is constructed by enterprise, site,

area, line, and then work cell). Shift The shift during which the data was collected. Shift Start The start time of the shift during which the data was collected. State Name The machine state. This field is color coded. Start Time The date and time that the event or state started. End Time The date and time that the event or state ended. Duration The length of the event, calculated as the difference between start

time and end time and displayed using the format

HH:MM:SS.mmm. The calculation for this field is:

Duration = End Time - Start Time.

The maximum number of rows in the resulting report: 1000.

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NOTE

143)".

The report template has one hard-coded grouping with one page group (line) and four row groups (Work cell, Shift Start, State, and PartId).

The report template has six control buttons. Each adjusts the parameter set time window of the state data displayed:

Item Description

<< Scroll left 1 Decreases the parameter set time start and end by the difference

between end and start. < Scroll left 1/4 Decreases the parameter set time start and end by 1/4 the

difference between end and start. >> Scroll right 1 Increases the parameter set time start and end by the difference

between end and start. > Scroll right 1/4 Increases the parameter set time start and end by 1/4 the

difference between end and start. Zoom In Zooms in 50%. Increases the parameter set time start and

decreases the parameter set time end by 1/4 the difference

between end and start. Zoom Out Zooms out 2X. Decreases the parameter set time start and increases

the parameter set time end by 1/2 the difference between end and

start.

The drillthrough hierarchy: none.

Calculations used by Report Expert to obtain values in the resulting report:

• Duration = End Time - Start Time

State Detail

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The State Detail report template displays detailed state information including work cell, shift start, state name, start time, end time, and duration.

Query: State Detail.

The fields of the report template grid:

Item Description

Work Cell A level of the plant model (which is constructed by enterprise, site,

time and end time and displayed using the format

HH:MM:SS.mmm. The calculation for this field is:

Duration = End Time - Start Time.

The maximum number of rows in the resulting report: 1000.

NOTE

143)".

The report template has one hard-coded grouping with one page group (line) and four row groups (Work cell, Shift Start, State, and PartId).

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The drillthrough hierarchy: none.

Calculations used by Report Expert to obtain values in the resulting report:

• Duration = End Time - Start Time

State Summary

The State Summary report template displays aggregated state data. This report template allows you to determine how often and for how long states occurred during the manufacturing process.

Query: State Summary

The fields of the report template grid:

Item Description

State Count The number of states that occurred during the reporting period. Total Duration The total time (HH:MM:SS.mmm) in the reporting period during

which an event or state was occurring. Min Duration The shortest event or state occurrence. Max Duration The longest event or state occurrence. Avg. Duration The average length of event or state occurrences. Detail Link to a State Detail report for the selected state.

The values of the report template and other report templates to which the values link using the drillthrough hierarchy:

Click a value in this column: To display this report template:

State Count State Summary (grouped by the next value Total Duration

in the drillthrough hierarchy)

Min Duration Max Duration Avg. Duration Detail State Detail

The report template bar charts: State Count and Total Duration.

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The bar chart fields:

State Count chart fields:

Item Description

Value State Count X axis grouping First non-page grouping parameter Series Second non-page grouping

Total Duration chart fields:

Item Description

Value Total Duration X axis grouping First non-page grouping parameter Series Second non-page grouping

Throughput

The Throughput report template allows you to assess the performance of a machine as compared to its ideal cycle time. The ideal cycle time will depend upon the product being produced and is measured in units of seconds per part.

Query: Performance.

The fields of the report template grid:

Item Description

Total Parts The total number of parts produced. Running Time The number of seconds the machine was in a running state. Realized Cycle Time The actual amount of time it took to produce a part. This value is a

ratio of running time to the total number of parts produced. The

calculation for this field is:

RealizedCycleTime = RunningTime / TotalParts.

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ideal amount of time it should take to produce a part and the actual

Item Description

Cycle Time Diff. The difference, represented by a negative number, between the

amount of time it took to produce parts. Better cycle time

differences are indicated by a lower negative number. The

calculation for this field is:

CycleTimeDifference = IdealCycleTime - RealizedCycleTime. Cycle Time Diff. % The Cycle Time Difference as a percentage of the Ideal Cycle Time.

The calculation for this field is:

CycleTimeDiff% = -CycleTimeDifference / IdealCycleTime. Throughput % The performance of a machine when it is running compared to its

ideal cycle time. The ideal cycle time depends upon the product

being produced and is measured in units of seconds per part. The

calculation for this field is:

Throughput = (TotalParts x IdealCycleTime) / Running Time.

The values of the report template and other report templates to which the values link using the drillthrough hierarchy:

Click a value in this column: To display this report template:

Total Parts Production

Running Time Uptime Realized Cycle Time Throughput (grouped by the next value in Cycle Time Diff.

the drillthrough hierarchy)

Cycle Time Diff. % Throughput %

The report template bar charts: a horizontal bar chart showing

Throughput % and a line chart showing Realized vs. Ideal Cycle Time.

The bar chart fields:

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Throughput % chart fields:

Item Description

Value Throughput % X axis grouping First non-page grouping parameter Series Second non-page grouping

Realized vs. Ideal Cycle Time chart fields:

Item Description

Value Realized Cycle Time, Ideal Cycle Time X axis grouping First non-page grouping parameter Series Second non-page grouping

Calculations used by Report Expert to obtain values in the resulting report:

Uptime

• RealizedCycleTime = RunningTime / TotalParts

• CycleTimeDiff = IdealCycleTime - RealizedCycleTime

• CycleTimeDiff% = -CycleTimeDifference / IdealCycleTime

• Throughput% = (TotalParts x IdealCycleTime) / Running

Time

The Uptime report template allows you to assess the production availability of one or more activity areas. Uptime is a ratio of running time to available time. Available time may be defined by a schedule or modified by planned downtime events such as preventive maintenance. Available time may also be modified by events such as being starved for parts or being blocked by a downstream process.

Query: Performance

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The fields of the report template grid:

Item Description

Running Time The number of seconds the machine was in a running state. Available Time It may be defined by a schedule or by information from the control

system. Available time may be impacted by scheduled unavailable

time and by the use of Monitored Availability in the work cell's

configuration. Downtime The amount of time the machine was available, but was not

running. The calculation for this field is:

DownTime = AvailableTime - RunningTime. Uptime % The percentage of available time that the machine was actually

running. The calculation for this field is:

Uptime % = RunningTime/AvailableTime.

The values of the report template and other report templates to which the values link using the drillthrough hierarchy:

Click a value in this column: To display this report template:

Running Time Uptime (grouped by the next value in the

Available Time

drillthrough hierarchy)

Downtime Uptime %

The report template bar charts: Uptime %.

The bar chart fields:

Item Description

Value Uptime % X axis grouping First non-page grouping parameter Series Second non-page grouping

Calculations used by Report Expert to obtain values in the resulting report:

• DownTime = AvailableTime - RunningTime

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• Uptime % = RunningTime/AvailableTime

Query Fields

The following table lists the report templates, the queries those report templates use, and the fields contained in each of the queries.

This report template:

Event All Detail EventDetailExt

Uses this query:

That contains these query fields:

• Event Category

• Event Comment

• Event Duration

• Event During Num

• Event During Scheduled Time

• Event End Num

• Event End Time

• Event End Value

• Event Is Fault

• Event Name

• Event Reason

• Event Reason Code

• Event Severity

• Event Start Num

• Event Start Time

• Event Start Value

• Flex 1 -5

• Line

• IOccurrenceEventId

• IOEEConfigEventId

• Record Start

• Shift

• Shift Number

• Shift Start

• Work Cell Ordered

• Work Cell

Event Detail

EventDetail

• Event Start Time

Event Detail Paged

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This report template:

Uses this query:

Understanding Report Templates Chapter 5

That contains these query fields:

• Event End Time

• Event Duration

• Event Start Value

• Event End Value

• Event Occurrence

• Event During Num

• Event Start Num

• Event End Num

• Event Comment

• Sequence

• Row Group 1 - 5

• Page Group 1 - 5

Event Chart

Event

Event Summary

Event Configuration EventConfiguration

• Column Group 1 - 5

• Event Count

• Duration

• Minimum Duration

• Maximum Duration

• Average Duration

• Work Cell Ordered

• Column Group 1 - 5

• Row Group 1 - 5

• Page Group 1 - 5

• Enterprise

• Site

• Area

• Line

• Workcell

• ConfigWorkcellId

• ConfigEventId

• EventName

• EventCategory

• SeverityLevel

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This report template:

Uses this query:

That contains these query fields:

• UnschedDatapoint4EventTrigger

• FTTMExpr4EventTriggerValue

• FaultMetricUse

• Datapoint4EventValue

• FTTMExpr4EventValue

• EventValueLookupListName

• MachineStateId

• MachineStateName

Fault Performance Production Production Overview Quality Throughput Uptime

Performance

• Available Time

• Column Group 1 - 5

• Cycle Time Difference

• Cycle Time Difference %

• Down Time

• Failure Frequency Rate

• Failure Rate

• Fault Time

• Faults

• Good Parts

• Ideal Cycle Time

• Ideal Parts

• Monitored Unavailable Time

• MTBF (Mean Time Between

Failure)

• MTTR (Mean Time To Repair)

• OEE%

• Page Group 1 - 5

• Percent Ideal Parts

• Percent Scrap Parts

• Quality %

• Realized Cycle Time

• Row Group 1 - 5

• Running Time

• Schedule Capacity

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This report template:

Uses this query:

Understanding Report Templates Chapter 5

That contains these query fields:

• Schedule Unavailable Time

• Scheduled Available Time

• Scrap Parts

• Throughput%

• Total Capacity

• Total Parts

• Total Time

• Uptime %

• Work Cell Ordered

Root Cause Analysis

State Detail

State Summary State Summary

• Date

• Good Parts

• Hour

• Line

• Month

• Scrap Parts

• Shift

• Shift Number

• Shift Start

• State Name

• State Id

• Total Parts

• Week

• Work Cell

• Work Cell Ordered

• Average Duration

• Column Group 1 - 5

• Duration

• Maximum Duration

• Minimum Duration

• Page Group 1 - 5

• Row Group 1 - 5

• State Count

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This report template:

Uses this query:

That contains these query fields:

• Work Cell Ordered

Raw Data

The following table displays the source of all raw data used by Report Expert. The data is contained in the RSBizWare database to which Report Expert connects.

Data Table.Field

Available Time OEEWorkcell.dAvailSec

Fault Occurrences OEEFaultMetricData.lFaultCount

Fault Time OEEFaultMetricData.dFaultSeconds

Good Parts OEEWorkcell.dPartCount Ideal Cycle Time OEEWorkcell.dIdealCycleTime

Running Time OEEWorkcell.dRunSec Scrap Parts OEEWorkcell.dScrapParts Total Parts OEEWorkcell.dTotalParts

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Chapter 6

Understanding Parameter Sets

A parameter set consists of a collection of parameters that, when applied to a report template, can change the appearance and filter the content of the resulting report. With different parameter sets, a single report template can produce a wide range of reports. Report Expert includes a number of default parameter sets that you can modify or create others.

Using the Date / Time / Shift Parameter

In this chapter you will learn about parameter sets that are available with Report Expert.

You will use this information to generate reports and create your own parameter sets. See "Viewing and Generating Reports (page

97)" for details.

To properly define a parameter set, you must understand how each of the parameter set controls is used. The following subsections describe each of the controls.

The parameter sets are displayed on the Parameters and Editor pages of Report Expert.

NOTE

Administrators can configure which parameters sets are displayed. See "Configuring Parameter Sets (page 154)" for details.

The Date/Time/Shift parameter allows you to specify or change the date/time and shift properties associated with a parameter set. When you apply these settings to a report, they are used to select only the data with the specified dates/times and shifts.

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Start and End Times

All records in the FactoryTalk Metrics database contain a start time and an end time. The Date/Time selections you make in Report Expert use the start time from those database records.

Some data from the database (for example, the OEEWorkcell table data that is used in the Performance, Production, Quality, Throughput, and Uptime reports) is returned in 10 minute increments. In this case, the start and end times (without dates to simplify this example) of the resulting database records would be:

Database record: Start time: End time:

1 8:00 AM 8:10 AM

2 8:10 AM 8:20 AM

3 8:20 AM 8:30 AM

4 8:30 AM 8:40 AM 5 8:40 AM 8:50 AM 6 8:50 AM 9:00 AM 7 9:00 AM 9:10 AM

When you apply the Date/Time filter in Report Expert, only complete database records are returned. Therefore, the data returned

may not match the parameter set’s Date/Time.

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The Start and End date fields must specify a date with the following

he Start and End time fields must specify a time with the following

For example, for the start and end times above, the following records would be returned:

Selecting Date/Time

Date/Time selection: Returns records:

Containing data from this time:

8:00 AM to 9:00 AM 1 - 6 above 8:00 AM to 9:00 AM

8:05 AM. to 9:00 AM 2 - 6 above 8:10 AM. to 9:00 AM

8:00 AM to 9:05 AM 1 - 6 above 8:00 AM to 9:00 AM

8:01 AM to 8:09 AM none none

There are six different ways to specify the values of the date/time properties; to select one, click the appropriate button and then type any additional information.

Click this button: To:

All Time

Specify Time Range with Start and End Dates

Include all data in the database. We generally recommend that you do not select All Time unless you also select Current Shift. For performance reasons, Report Expert limits the number of database rows returned by a query in the Event Detail, Root Cause Analysis, and State Detail reports. Due to this limit, in most cases, All Time will not return all data in these reports.

Specify that you want to view all information that was recorded between a specified start and end date and time. To specify the required time interval, you must complete the Start and End date fields and the Start and End time fields.

Rockwell Automation Publication RPTEXP-UM001H-EN-P-June 2014 79

format: MM/DD/YYYY, where leading 0's in the month and day are optional (for example 4/1/2007). The following shortcut keys are available to quickly type a date: [t] to type today's date, [up arrow] for the next date, [down arrow] for the previous date, [page up] for the next month, [page down] for the previous month, and [c] to access the calendar date picker. You can also access the calendar date picker by clicking the calendar icon. T format: hh:mm:ss [AM or PM], where leading 0's in the hour are optional (for example 1:23:00 AM). The following shortcut keys are available to quickly type a date: Ctrl + [n] to type the current time,

Chapter 6 Understanding Parameter Sets

Click this button: To:

[up arrow] for the next minute, [down arrow] for the previous minute, [page up] for the next hour, [page down] for the previous hour. If you do not specify a start time, 0:00:00 a.m. (midnight) is used. If you do not specify an end time, 0:00:00 a.m. (midnight) of the next day is used. For example, if you select 1/12/2008, Report Expert uses 2/12/2008 0:00:00 a.m. You can type an end date/time that is in the future.

Specify Time Span Ending Now

Specify Time Span Ending on End Date

Specify that you want to view all information that was recorded during a specified time interval (in the past) through the current date and time. You must specify a time interval: In the first Past field you must specify a number and in the second Past field you must type a time value (in seconds, minutes, and so on). Together, these two fields specify the length of the time interval. Specifying the time span can be useful for saved parameter sets because the time span always applies. For example, the past 24 hours is always a valid time filter.

Specify that you want to view all information that was recorded during a specified time interval (in the past) through a specified end date and time. To specify the required time interval, in the first Past field, type a number; then click the drop-down arrow to select a time value (seconds, minutes, and so on). Together, these two fields specify the length of the time interval. You must also complete the End date field and the End time field. The Past field must specify a number and the Past list must contain a time value (seconds, minutes, and so on). Together, these two fields specify the length of the time interval. The End date field must specify a date with the following format: MM/DD/YYYY, where leading 0s in the month and day are optional

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The Next field must specify a number and the Next list must contain

Click this button: To:

(for example 4/1/2007). The following shortcut keys are available to quickly type a date: [t] to type today's date, [up arrow] for the next date, [down arrow] for the previous date, [page up] for the next month, [page down] for the previous month, and [c] to access the calendar date picker. You can also access the calendar date picker by clicking the calendar icon. The End time field must specify a time with the following format: hh:mm:ss [AM or PM], where leading 0s in the hour are optional (for example 1:23:00 AM). The following shortcut keys are available to quickly type time: Ctrl + [n] to type the current time, [up arrow] for the next minute, [down arrow] for the previous minute, [page up] for the next hour, [page down] for the previous hour. Specifying the time span can be useful for saved parameter sets because the time span always applies. For example, the past 24 hours is always a valid time filter.

Specify Time Span Starting on Start Date

Specify that you want to view all information that was recorded during a specified time interval (in the past) from a specified start date and time. To specify the required time interval, in the Next field, type a number; then click the drop-down arrow to select a time value (seconds, minutes, and so on). Together, these two fields specify the length of the time interval. You must also complete the Start date field and the Start time field.

Understanding Parameter Sets Chapter 6

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a time value (seconds, minutes, and so on). Together, these two fields specify the length of the time interval. The Start date field must specify a date with the following format: MM/DD/YYYY, where leading 0s in the month and day are optional (for example 4/1/2007). The following shortcut keys are available to quickly type a date: [t] to type today's date, [up arrow] for the next date, [down arrow] for the previous date, [page up] for the next month, [page down] for the previous month, and [c] to access the calendar date picker. You can also access the calendar date picker by clicking the calendar icon. The Start time field must specify a time with the following format: hh:mm:ss [AM or PM], where leading 0s in the hour are optional (for example 1:23:00 AM). The following shortcut keys are available to quickly type time: Ctrl + [n] to type the current time, [up arrow] for the next minute, [down arrow] for the previous minute, [page up] for the next hour, [page down] for the previous hour.

Chapter 6 Understanding Parameter Sets

For example, let’s assume that Shift 1 runs from 7:00 a.m. until 3:00

Click this button: To:

Selecting Shift

Specify Named Date Range

Specify that you want to view all information that was recorded during a specified named date range. Named Date Ranges are useful for saved parameter sets because they are always current. For example, a date filter of "Yesterday" always returns yesterday's data, no matter when you run the report.

For each of the Date/Time options above (see "Selecting Date/Time (page 79)"), you can filter the resulting data on Shift.

Item Description

A specific shift The Shift drop-down list in each of the Date/Time/Shift options

contains a list of shift names from the FactoryTalk Metrics database. Select one or more specific shifts to filter the report data.

Note: The Shift list contains all shifts from the database, and it is possible to select a shift that will not return any data. For example, you could select one or more work cells in the Plant Model parameter that do not use the selected shift, or you could select a time period that does not contain data from the selected shift.

Current Shift Current Shift returns data from the currently running shift. It will

not return data from any time period in the past when a shift has already completed.

All Data is returned for all shifts.

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p.m., Shift 2 runs from 3:00 p.m. until 11:00 p.m., and Current Shift is selected in a parameter set. A report you run at 9:00 a.m. will return data collected that day between 7:00 a.m. and 9:00 a.m. If you run a report at 2:00 p.m., the report will return data collected that day between 7:00 a.m. and 2:00 p.m. If you run a report at 4:00 p.m., it will return data collected that day between 3:00 p.m. and 4:00 p.m. Each work cell may have a different shift schedule, so the current shift time frame may differ as well.

Note: If you select Current Shift along with Last Shift selected as the date range, you will get data records from both the last completed shift, and the current one.

Item Description

Understanding Parameter Sets Chapter 6

TIP

You can filter your data based on multiple shifts. For example, if you select Shift 1 and 2 as field values for filtering, your report will return data on Shift 1 and 2.

Select the Use Shift Start check box if you wish to filter data by shift start, instead of the start and end time of each record. If you specify a period of time for a report (see Selecting Date/Time (page 79)), Report Expert will return data records of shifts started in the given period, instead of records containing start and end time which belong to this period).

For example, let's assume that Shift 1 runs from 6:00 a.m. until 2:00 p.m., Shift 2 runs from 2:00 p.m. until 10:00 p.m., and Shift3 runs from 10.00 p.m. until 6:00 a.m. the next day. If you set Data Range to Yesterday and select the Use Shift Start check box, Report Expert will return data collected between 6 a.m. the day before and 6.a.m. that day. Data records collected during Shift3 have the date of the current day, but their start of shift has the date of the day before, and therefore they also appear in the results.

Using the Grouping Parameter

The Grouping parameter allows you to create one or more grouping filters that specify how the information in a report will be combined and physically arranged.

Each row in the Grouping parameter consists of:

• A grouping field list (page 85).

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• A grouping type list (page 85).

• A grouping expansion type icon (page 87).

• A removal icon (page 88).

When you create a grouping filter, you must specify the field that will be used to group the information and the grouping type.

The maximum number of fields/groups available is:

• 5 group fields

• 3 row groups

• 2 column groups

• 1 page group.

NOTE

The Event Detail, Event Detail Paged, Root Cause Analysis, and State Detail reports do not respond to user groupings. However, the Root Cause Analysis and State Detail reports have one hard-coded grouping with one page group (line) and four row groups (Work Cell, Shift Start, State, and PartId).

Data aggregation for each grouping is done sequentially (1 through

5). When groupings are in the parameter set, aggregations are done for:

1. 0 groupings (grand totals)

2. Grouping 1

3. Grouping 1, 2

4. Grouping 1, 2, 3...

5. Etc.

An aggregation is not done for grouping 1, 3, or just grouping 3. This is not a concern until you mix row and column groupings. when there is a mix, you can expand group 3 before you expand group 2.

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For example, you might group the Performance report by Work Cell, Shift, and Part. This allows you to see OEE for everything, OEE for each work cell, OEE for each shift for each work cell, and OEE for each part within each shift for each work cell. This would not allow you to see OEE for each part for each work cell. To do that, you would have to order the grouping by Work Cell, Part, and then Shift.

Selecting the Grouping Field

Selecting the Grouping Type

Use the grouping field to organize and label the information in a report. For example, if you select Work Cell as a grouping field and you have Bend, Cut, Finish, Machine, and Weld work cells, your report will contain rows, columns, or pages (subsections) labeled with those work cell names and containing data associated with those work cells. There is a maximum of five grouping fields.

NOTE

Do not select the same grouping field twice. If you select two identical grouping fields and then attempt to view the report, the message

Duplicate grouping field found. Please set correct grouping parameters. will appear.

Use the grouping type to specify the general layout of the information in a report.

You can group fields by row, column, and page.

• Grouping by rows

When you specify the row grouping type, the grouping field is added to the report as a column and the grouped information is organized in rows. For example, if you group a Performance report by work cell and select a group type of row, the information in your report will look something like this:

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There is a maximum of 3 row groups.

• Grouping by columns

When you specify the column grouping type, the grouped information is organized in columns. For example, if you group a Performance report by work cell and select a group type of column, the information in your report will look something like this:

There is a maximum of 2 column groups.

• Grouping by pages

When you specify the page grouping type, the grouped information is organized in subsections. For example, if you group a Performance report by work cell and select a group type of column, the information in your report will look something like this:

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Selecting the Grouping Expansion Type

There is a maximum of 1 page group.

Use the grouping expansion type to specify whether the grouped data will be initially displayed fully expanded or collapsed.

• To specify expanded, click

so that it changes to

• To specify collapsed, leave

next to the grouping type list

When the report is initially rendered, data is shown for each of the values of the grouping field. In the following example, data for each of the work cells is displayed on a separate line:

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Using the Sorting Parameter

To specify collapsed, accept the default plus icon button. For example, if you group a Performance report by work cell, select a group type of row, and the information in your report will initially look something like the one below. When the report is initially rendered, data will be shown as a total for all the grouping field values. To see expanded data, click the plus sign next to the grouped field name:

Deleting a Grouping

To remove a grouping field and type from the parameter set, click

The Sorting parameter allows you create one or more sort orders that specify how the information in a report will be sorted.

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Each row in the Sorting parameter consists of:

• A sorting field list (page 89).

• Sorting method options (page 90).

• A removal icon (page 90).

When you create a sorting order, you must specify the field that will be used to sort the information, and a sorting method.

Selecting the Sorting Field

With the exception of the Event Detail (page 49), Event Detail Paged (page 50), Root Cause Analysis (page 64), and State Detail (page 65) reports, Report Expert report templates are sorted alphabetically by Work Cell as a default.

Use the sorting field to sort the information differently in the remaining reports.

TIP

If you sort by a field that is not displayed in the report, you will not notice changes selected in the sorting fields unless you group by the sorting field. For example, in the case of the Performance report, the following fields are displayed in the report: Uptime %, Throughput %, Quality %, and OEE %. If you sort the report by Line, you will not notice any sorting-related changes in the displayed data. The solution in this case would be to group the report by Line. The report would then be sorted by the line automatically. Therefore, you would not have to sort the report unless you did not want it sorted by line.

To sort a report by the line order set, in the sorting field, select Work Cell Ordered. The Root Cause Analysis and State Detail reports are always sorted by Work Cell Ordered, which is why they do not respond to sorting changes in the parameter set. The default line order set for all reports lists the line's work cells in the order in which they were entered in the plant model. To change the line order for any report, see "Configuring the Line Order (page 164)".

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Selecting the Sorting Method

Use the sorting method to specify the order of the information within each grouping in a report.

There are two sorting methods:

Item Description

Ascending sorting The information is sorted within each grouping alphabetically, from

A to Z or numerically, from lowest to highest.

Descending sorting The information is sorted within each grouping alphabetically, from

Z to A or numerically, from highest to lowest.

Deleting a Sorting

Using the Plant Model Parameter

To remove a sorting field and method from the parameter set, click

The Plant Model parameter allows you to specify the activity areas of a plant for which a report will display data. The parameter displays a plant model defined in the Plant Model dialog box, which you can access from the Configuration Console in RSBizWare.

By default, none of the check boxes in the plant model is selected. To associate one or more activity areas with a parameter set, select the check boxes for those activity areas. For example, if you wanted to associate the Bend and Cut work cells with a parameter set, you would select their check boxes as shown below:

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TIP

If you have configured both a plant model unit and its children for data collection in the Configuration Console in RSBizWare, then a filter on that plant model unit will collect data from both the plant model unit and its children, grouped according to the level of plant model.

Using the Filtering Parameter

The Filtering parameter allows you create one or more filters that will limit the information displayed in the report. When applied to a report, the field and value pairs that you create are used to filter out data.

Each row in the Filtering parameter consists of:

• A filtering definition area (page 92).

• A removal icon (page 93).

When you configure a filtering parameter, you must specify the field that will be used to filter the information, and a value for that field.

For example, if you select Parts as the filtering field and you specify P3463ZX as the field value, your report will contain information for that part only.

You can also filter your data using multiple fields’ values. For example, if you select EventName as the filtering field and you specify Fault and Pass as the field values, you report will contain information on those two events.

Filtering on multiple values within a single field is equivalent to an OR operation. Filtering on multiple fields is equivalent to an AND

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operation — data must match all defined filters to be included in the report.

Selecting the Filtering Field and Value

TIP

The fields in the filtering parameter allow you to select multiple field values for filtering.

Use the filtering field and value to limit the information returned to a report. The field you select will dictate how the value is to be entered—some fields allow you to type any value in the parameter, while other fields require selection from a list of possible values. The condition for all field and value pairs is "equals." If more than one filter is specified, the filter items are joined by a logical AND.

You can filter report data using the following filters:

This filter: Filters by:

Part Id The ID of the part that was being produced when the event

occurred.

Part Description The description of the part that was being produced when

the event occurred.

Ideal Cycle Time The time required for one part to pass through a work cell

under ideal conditions. Event Name The name of the event. Event Category The category of the event. Event Severity The numeric severity level assigned to the event. Event Reason Code The numeric code representing the event reason. Event Reason The string value representing the event reason. Event During Scheduled

Time Record State The numeric state of the database record. Event Start Num The numeric value collected at the start of the event. Event End Num The numeric value collected at the end of the event. Event Is Fault Information on whether the event is used for Faults metrics. Event Has Comment The event that includes or does not include comments. State Name The machine state. This field is color coded.

Information whether the event occurred during the

scheduled time.

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This filter: Filters by:

Understanding Parameter Sets Chapter 6

Deleting a Filter

Using the TOP N Parameter

[User Defined Summarization Fields 1-5]

Names of the flex fields. The names can be changed by the

administrator in the Configuration Console.

To remove a filtering field and value from the parameter set, click

Use the Top N parameter to enable a parameter set to limit the data of a report to the top (or bottom) N (number) of occurrences of a field you specify.

When enabled, you must specify the field that you want to limit and its desired maximum number of occurrences. The sorting will determine what the top or bottom N occurrences are of the limiting field.

When Top N is enabled, the top N rows of a dataset grouped only by the top N field and sorted by the top N field called using, will determine the top N occurrences of the top N field. Top will give the largest values of the top N field while bottom will give the smallest values. N can be a number between 1 and 20.

The following example illustrates that the Top N are determined for the entire dataset (without regard to the grouping fields):

Let’s say you wanted an Event Summary report. The parameter set selected was by Work Cell, and the grouping was set to Event

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Reason Code. The top N parameter was set to Top, 3, of field Event Reason Code, using Event Count.

When querying for the dataset, each work cell could have a large number of reason codes. They could also have some reason codes in their own top 3, but not part of the overall top 3 for all work cells in the query.

The Top N feature will first determine the top 3 reason codes for all work cells in this example. Once those top 3 reason codes are determined, the query or queries used to generate the report will include a filter to limit the data to these 3 reason codes across the entire report.

Using the Terminology Parameter

The Terminology parameter on the Parameters page allows you to apply a domain terminology set to your report's parameter set.

To view a report with an applied terminology set:

1. In the Report Expert toolbar, click Parameters to display the

Parameters page, if it is not already displayed.

2. In the Select Report field, select a report template for the

report.

3. In the Parameter Set field, select a parameter set.

4. Expand the Terminology parameter and then select a

terminology set.

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For information on administering the Terminology feature, see "Configuring Terminologies (page 157)".

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Chapter 7

Viewing and Generating Reports

In this chapter you will learn how to generate and view reports using the Report Viewer.

Viewing Saved Reports on the Explorer Page

The reports available on the Explorer page are combinations of report templates and parameter sets. They are arranged first by the time period (current shift, yesterday, etc.) on which they report, and then by the report template they use. The reports installed by default are examples only.

Use the Explorer page to browse and view saved reports:

• Expand a folder in the tree to view its contents.

• Collapse a folder in the tree to hide its contents.

• Click a report in the tree to view it in the display area.

• Click a web address in the tree to view its content in the

display area.

NOTE

Administrators can modify the content available on the Explorer page. See "Configuring the Report Tree of the Explorer Page (page 146)" for details.

Generating Reports Using the

Use the Parameters page to:

Parameters Page

• Generate reports with existing parameter sets (page 98).

• Generate reports with existing parameter sets that you

customize temporarily (page 98).

• Create new parameter set for your reports (page 99).

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NOTE

Administrators can modify the content available on the Parameters page. See "Configuring Parameter Sets (page 154)" for details.

Generating Reports with Existing Parameter Sets

Generating Reports with Temporarily Customized

To generate a report with an existing parameter set:

1. Under Select Report, select the report template for the type of

report you want to view.

TIP

See "Understanding Report Templates (page 37)" for details.

2. Under Select Parameter Set, select the parameter set for the

report.

TIP

See "Understanding Parameter Sets (page 77)" for details.

3. Click the View Report link. The resulting report appears in

the display area.

If there is no data for the given parameters in the parameter set, a message No data found for selected parameter set appears.

To generate a report with a temporarily customized parameter set:

Parameter Sets

1. Under Select Report, select the report template for the type of

report you want to view.

TIP

2. Under Select Parameter Set, select a parameter set that is the

closest to the temporary parameter set you want to use.

TIP

3. Modify the parameters as desired.

NOTE

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See "Understanding Report Templates (page 37)" for details.

See "Understanding Parameter Sets (page 77)" for details.

If you modify an existing parameter set, your changes may affect existing saved reports.

Viewing and Generating Reports Chapter 7

4. Click the View Report link. The resulting report appears in

the display area.

When you generate a report using customized parameter set settings, the parameter set used in the report is defined as

Cache from URL.

5. If you are an administrator, you can make the changes to the

parameter set permanent. To do this, click Save.

Creating New Parameter Sets for Reports

Viewing and Using Reports

To create a new parameter set:

1. Click New.

2. Under Edit Parameter Set Name, type a name for the new

parameter set.

3. Select the desired parameters.

TIP

See "Understanding Parameter Sets (page 77)" for details.

4. Click Save.

NOTE

Administrators can create new parameter sets on the Administration page. See "Configuring Parameter Sets (page 154)" for details.

The display area, in which reports are presented, contains a set of tools that you can use to:

• Navigate a report (page 100).

• Export a report (page 100).

• Print a report (page 101).

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The appearance of the tool buttons available on the toolbar may differ depending on the version of Microsoft SQL Server that you use.

Navigating Reports

Exporting Reports

The following table presents the tools for viewing and navigating reports.

Click: To:

Use arrows to navigate to the first page, previous page, next page, and the last page of the report. Type the page number to go to that page.

Specify the zoom percentage at which you want to view the report.

Search for a specific text. Use the Find and Next buttons to locate one or more instances of the text.

View or hide detailed information associated with summary report lines. Click the plus and minus signs to expand and collapse a section of the report.

Refresh the content of the report.

You may export reports to the formats listed below. The set of the formats may differ depending on the version of Microsoft SQL Server that you use.

• CSV (comma delimited)

• DOC (MS Word) - Microsoft SQL Server 2008 R2 only

• MHTML (web archive)

• PDF

• TIFF

• XLS (MS Excel)

• XML

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Rockwell Automation FactoryTalk Report Expert User Manual

Specifications and Main Features

Frequently Asked Questions

User Manual

Table of Contents

Welcome to Report Expert

Features of Report Expert

Intended Audience

Benefits of Report Expert

Report Expert Establishers

Report Expert Administrators

Report Expert Users

Where Can I Go for Help?

Report Expert Prerequisites

Hardware and Software Requirements

Installing Report Expert

Installing or Upgrading Report Expert

Removing Report Expert

Getting Started

Understanding the Report Expert Architecture

Connecting to Report Expert

Settings Specific to Internet Explorer 10

Add the Report Expert Site to the Trusted Sites Zone

Open the Report Expert Site in Compatibility View

Navigating Report Expert

Administration Page

Manual Data Editor

Parameters Page for the Editor

Editor Page

Report Viewer

Parameters Page for the Viewer

Explorer Page

Troubleshooting

Understanding Report Templates

Drillthrough

Report Templates

Dashboard

OEE % Widget

3 OEE Components Widget

Last State Widget

Production Summary Widget

Uptime Summary Widget

Fault Summary Widget

Good Parts vs. Scrap Parts Widget

Uptime vs. Downtime Widget

Machine States Widget

Event Count and Duration Widget

Parameter Settings and Widgets

Event All Detail

Event Chart

Event Configuration

Event Detail

Event Detail Paged

Event History String/Value

Event Overview

Event Summary

Fault

Performance

Production

Production Overview

Quality

Root Cause Analysis

State Detail

State Summary

Throughput

Uptime

Query Fields

Raw Data

Understanding Parameter Sets

Using the Date / Time / Shift Parameter

Start and End Times

Selecting Date/Time

Selecting Shift

Using the Grouping Parameter

Selecting the Grouping Field

Selecting the Grouping Type

Selecting the Grouping Expansion Type

Using the Sorting Parameter

Deleting a Grouping

Selecting the Sorting Field