Building Displays with PI ProcessBook

Create a variety of PI ProcessBook displays, such as trends and bar graphs, to monitor your process. This course leverages the power of the intuitive Asset Framework hierarchies.

About this course

In this course, we will guide you on how to create a variety of PI ProcessBook displays, such as trends and bar graphs, to monitor your process. Additionally, this course leverages the power of the intuitive PI AF asset structures to enable you to display attributes of an asset, search in AF, and build element relative displays.

By the end of the course, you will be able to:

  • Understand the PI System Basics
  • Build basic PI ProcessBook displays
  • Build reusable displays using AF structure
  • Create linked displays
  • Organize displays into workbooks 
  • Configure XY plots
  • Visualize client-side calculations
  • Build SQC charts

Audience: This course is for beginning users of PI System data, and is open to anyone who wishes to learn more about PI ProcessBook. If you're a process engineer or a plant operator and are interested in learning about the key features of PI ProcessBook, how to visualize process data, and create meaningful displays that your end users could use - then this course will be useful for you.

Level: Introductory - Intermediate

Time: Study 2-4 hours/week, for 3 weeks

Prerequisites: No specific knowledge of the PI System software is required.


Price: 

  • 259 USD: By signing up for this course you will have access to:
    • OSIsoft Engineers who can review your final project
    • Sharable certificate of completion that can be directly posted on LinkedIn (*To obtain the certificate of completion, you need to pass the final project.)

You can also audit the video lecture content on the OSIsoft Learning YouTube Channel. This does not include the exercises, supplementary readings, graded final project or certificate of completion. 

Software Requirements:

Learners are encouraged to use their own software and data structures whenever possible. This allows each learner to immediately leave the course with something valuable to their enterprise. In order to complete the exercises and the final project, you need to have the following software installed: 

  • PI ProcessBook 2014 or later (connected to PI Data Archive and Asset Framework)

If you do not have access to your own PI System, subscribe to the optional Training Cloud Environment:

Grading and Certification of Completion: Once you register for this course, you must select one of the final submission review periods below. During this period, our course facilitators will be available to review and grade your project. If you don't receive a passing grade in the first submission, you can re-submit your work again during the 1 week review period.

Final Project Submission Deadline

Event Date Spaces left
Building Displays with PI Process Book (Final Project Due) - Virtual Nov. 4, 2019, midnight -
Nov. 8, 2019, 4 p.m. PST
85
Building Displays with PI Process Book (Final Project Due) - Virtual Dec. 2, 2019, midnight -
Dec. 6, 2019, 4 p.m. PST
97

Course Outline

  • Getting Started
  • Key Course Information
  • Course Grading Scheme
  • Final Project Submission Deadline
  • How to Navigate This Course
  • Offline Course Videos for Blocked YouTube Users
  • Optional Workbook
  • Lesson 1 - PI System Basics
  • Map of the PI System
  • Time in PI System
  • What are PI Assets, Attributes, and Tags?
  • Connect to and Search a PI System
  • Knowledge Check: Draw Your PI System
  • Lesson 2 - PI ProcessBook Basics
  • Using PI ProcessBook in Run Mode
  • Building Basic Status Displays
  • Knowledge Check: Identify an Asset to Monitor
  • Building Element Relative Displays
  • Knowledge Check: Create a Reusable Display
  • Building Linked and Custom Graphic Displays
  • Knowledge Check: Customize Your Display
  • Organize Displays into Workbooks for Easy Sharing
  • Knowledge Check: Create a PI ProcessBook Workbook
  • Lesson 3 - Advanced Topics: XY Plots, Client-side Calculations, SQC Charts and more
  • Configure XY Plots to Compare Two Sets of Data
  • Knowledge Check: Configure an XY Plot
  • Create Data Sets to Visualize Client-Side Calculations
  • Knowledge Check: Create a Calculation Data Set
  • Build an SQC Chart to Determine Statistical Performance
  • Knowledge Check: Build a SQC Chart for Your Process
  • Write VBA Scripts to Add Custom Functionality
  • Knowledge Check: Write and Test Your VBA Code
  • Use the AF Display Builder add-in to Quickly Create Displays in PI ProcessBook
  • Final Project
  • Final Project: Visualize Your Process with PI ProcessBook
  • Course Evaluation

    Section name for getting feedback on the course - every course should have this section.

  • How did it go?
  • Next Steps
  • Additional Learning Resources

About this course

In this course, we will guide you on how to create a variety of PI ProcessBook displays, such as trends and bar graphs, to monitor your process. Additionally, this course leverages the power of the intuitive PI AF asset structures to enable you to display attributes of an asset, search in AF, and build element relative displays.

By the end of the course, you will be able to:

  • Understand the PI System Basics
  • Build basic PI ProcessBook displays
  • Build reusable displays using AF structure
  • Create linked displays
  • Organize displays into workbooks 
  • Configure XY plots
  • Visualize client-side calculations
  • Build SQC charts

Audience: This course is for beginning users of PI System data, and is open to anyone who wishes to learn more about PI ProcessBook. If you're a process engineer or a plant operator and are interested in learning about the key features of PI ProcessBook, how to visualize process data, and create meaningful displays that your end users could use - then this course will be useful for you.

Level: Introductory - Intermediate

Time: Study 2-4 hours/week, for 3 weeks

Prerequisites: No specific knowledge of the PI System software is required.


Price: 

  • 259 USD: By signing up for this course you will have access to:
    • OSIsoft Engineers who can review your final project
    • Sharable certificate of completion that can be directly posted on LinkedIn (*To obtain the certificate of completion, you need to pass the final project.)

You can also audit the video lecture content on the OSIsoft Learning YouTube Channel. This does not include the exercises, supplementary readings, graded final project or certificate of completion. 

Software Requirements:

Learners are encouraged to use their own software and data structures whenever possible. This allows each learner to immediately leave the course with something valuable to their enterprise. In order to complete the exercises and the final project, you need to have the following software installed: 

  • PI ProcessBook 2014 or later (connected to PI Data Archive and Asset Framework)

If you do not have access to your own PI System, subscribe to the optional Training Cloud Environment:

Grading and Certification of Completion: Once you register for this course, you must select one of the final submission review periods below. During this period, our course facilitators will be available to review and grade your project. If you don't receive a passing grade in the first submission, you can re-submit your work again during the 1 week review period.

Live events

Final Project Submission Deadline

Event Date Spaces left
Building Displays with PI Process Book (Final Project Due) - Virtual Nov. 4, 2019, midnight -
Nov. 8, 2019, 4 p.m. PST
85
Building Displays with PI Process Book (Final Project Due) - Virtual Dec. 2, 2019, midnight -
Dec. 6, 2019, 4 p.m. PST
97

Course Outline

  • Getting Started
  • Key Course Information
  • Course Grading Scheme
  • Final Project Submission Deadline
  • How to Navigate This Course
  • Offline Course Videos for Blocked YouTube Users
  • Optional Workbook
  • Lesson 1 - PI System Basics
  • Map of the PI System
  • Time in PI System
  • What are PI Assets, Attributes, and Tags?
  • Connect to and Search a PI System
  • Knowledge Check: Draw Your PI System
  • Lesson 2 - PI ProcessBook Basics
  • Using PI ProcessBook in Run Mode
  • Building Basic Status Displays
  • Knowledge Check: Identify an Asset to Monitor
  • Building Element Relative Displays
  • Knowledge Check: Create a Reusable Display
  • Building Linked and Custom Graphic Displays
  • Knowledge Check: Customize Your Display
  • Organize Displays into Workbooks for Easy Sharing
  • Knowledge Check: Create a PI ProcessBook Workbook
  • Lesson 3 - Advanced Topics: XY Plots, Client-side Calculations, SQC Charts and more
  • Configure XY Plots to Compare Two Sets of Data
  • Knowledge Check: Configure an XY Plot
  • Create Data Sets to Visualize Client-Side Calculations
  • Knowledge Check: Create a Calculation Data Set
  • Build an SQC Chart to Determine Statistical Performance
  • Knowledge Check: Build a SQC Chart for Your Process
  • Write VBA Scripts to Add Custom Functionality
  • Knowledge Check: Write and Test Your VBA Code
  • Use the AF Display Builder add-in to Quickly Create Displays in PI ProcessBook
  • Final Project
  • Final Project: Visualize Your Process with PI ProcessBook
  • Course Evaluation

    Section name for getting feedback on the course - every course should have this section.

  • How did it go?
  • Next Steps
  • Additional Learning Resources