Configuring Analytics with PI AF

Learn how to create different types of asset analytics to gain more insight into your operational data.

About this course

In this course, you will learn how to create different types of asset analytics to gain more insight into your data. Using Asset Framework (AF), we will explore a range of analyses including expressions with multi-line calculations, roll-ups for aggregate attributes, event frames to capture important events in your process, and notifications to trigger alerts based on the real-time changes in your asset.

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

  • Use analysis syntax to create simple analyses
  • Create different types of analyses: expressions, rollups and event frames
  • Set up analyses using templates in AF
  • Manage, backfill and recalculate analyses
  • Visualize event frames using PI Vision and PI DataLink
  • Configure and customize notification templates
  • Set up dynamic notification subscribers

Audience

This course is best suited for PI System users who are already familiar with the basics of Asset Framework and who are interested in creating asst based analytics.

Level: Intermediate

Study Time: 12 hours

Course Access: Unlimmited access. The only exception is the Training Cloud Environment for which you have 30 day access. After those 30 days you can purchase additional access with one of the two options below:

Prerequisites

This course is for intermediate to advanced users of Asset Framework (AF) who are already familiar with the basics of AF such as:

  • Working with PI System Explorer (PSE)
  • Building and managing  asset hierarchies in AF using templates
  • Working with different data reference types: table lookup, formula, PI Point, etc.

Students without prior knowledge of AF should take the Building Asset Hierarchies with PI AF online course first.

Additionally, familiarity with PI Clients tools is expected. Students enrolled in this course should be able to:

  • Create a basic report using PI Data Link
  • Create asset-based displays in PI Vision

Students without prior knowledge of PI client tools should review the following online courses or public course workbook:

For this course you will also need a computer that can access our YouTube content, and pass our connection test

This Course Includes...

  • Videos, exercises and quizzes to help you learn the material
  • A Cloud Environment accessible for 30 days and configured to complete all the exercises in the course
  • A sharable certificate of completion

Further Information

  • This is a self-paced course. Any questions or assistance needed about the material can be asked in this course's space in the OSIsoft PI Square community
  • When you complete the examination at the end of the course, you will receive a certificate of completion which can be shared and directly posted on LinkedIn
  • For more information about our Online Courses please visit our FAQ page

You can audit the full video lecture content right now on the OSIsoft Learning YouTube Channel

Course Outline

  • Getting Started

    this section should be used for both courses and course series, as appropriate.  It is a section describing how to go through the course (such as go ahead and register for live events before doing pre-work so the student gets a spot).  This should at minimum be used for any courses which have 1) anything before the live event section - like pre-work, or 2) multiple sessions that they must register for.

    For External Courses, the workbook will be included in this section, since registration should not be required to download course workbook

  • Key Course Information
  • Course Grading Scheme
  • How to Navigate This Course
  • Offline Course Videos for Blocked YouTube Users
  • Optional Workbook
  • Lesson 1 - Welcome to the course!
  • Sample AF Database
  • Goals
  • Lesson 2 - Working with Expression Analyses
  • Adding Analytics to the Assets
  • Introduction to the Analysis Service
  • Explore Analysis Syntax and Create an Expression Analysis
  • Knowledge Check: Expression Analyses Syntax
  • Solution: Expression Analyses Syntax
  • Client vs. Server Calculations
  • Use Different Functions for Analyses
  • Knowledge Check: My First Expression Analyses
  • Solution: My First Expression Analyses
  • Map Outputs of Analyses to Attributes
  • Knowledge Check: Create Analyses to Calculate OEE Metrics
  • Solution: Create Analyses to Calculate OEE Metrics
  • Review Analysis Statuses, Scheduling, and Future Outputs
  • Knowledge Check: Configure OEE Calculation Schedule
  • Solution: Configure OEE Calculation Schedule
  • Templatize Analyses
  • Knowledge Check: Apply the OEE Calculation to Multiple Assets
  • Solution: Apply the OEE Calculation to Multiple Assets
  • Dependency Chain Overview
  • Lesson 3 - Configure Rollup Analyses
  • Create Rollup Analyses on Templates
  • Knowledge Check: Identify the Total Production Rate for Each Site
  • Solution: Identify the Total Production Rate for Each Site
  • Lesson 4 - Create Event Frames in PI System
  • Set Up an Event Frame Generation Analysis
  • Knowledge Check: Capture a Specific Event in Your Process
  • Solution: Capture a Specific Event in Your Process
  • Add Output Expressions to Event Frames
  • Knowledge Check: Calculate Production Rate During an Event
  • Solution: Calculate Production Rate During an Event
  • View Event Frames in PI System Explorer
  • Setup Event Frames with Multiple Start Triggers and Severities
  • Lesson 5 - Visualize Event Frames in PI Client Tools
  • Compare Events Using PI DataLink
  • Analyze Event Frames in PI Vision
  • Knowledge Check: Visualize and Annotate Your Event Frames
  • Solution: Visualize and Annotate Your Event Frames
  • Lesson 6 - Backfill Calculated Data
  • Manage Analyses in Bulk, and Backfill or Recalculate your Data
  • Knowledge Check: Capture Process Excursions
  • Solution: Capture Process Excursions
  • Lesson 7 - Set up Notifications
  • Create a Notification Based on an Event Frame
  • Set up Contacts, Delivery Endpoints, Groups, & Escalation Teams for Notifications
  • Customize Notifications Message Content & Format
  • Add Subscribers to a Notification Rule Template with a Dynamic Endpoint
  • Generate Notifications with a Dynamic URL for PI Vision Displays
  • Knowledge Check: Alert Response Team for Process Excursions
  • Solution: Alert Response Team for Process Excursions
  • Lesson 8 - Troubleshoot Asset Analytics
  • Troubleshooting Analysis When Outputting Calc Failed (AF 2018)
  • Final Exam
  • Final Exam
  • Course Evaluation

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

  • How did it go?
  • Training Cloud Environments
  • Cloud Environments Introduction
  • Cloud Environments Instructions
  • Launch Cloud Environment
  • Next Steps

    This section will list options to either implement the learned content or how to continue their education in the PI System.

  • Additional Resources
  • End of the course

About this course

In this course, you will learn how to create different types of asset analytics to gain more insight into your data. Using Asset Framework (AF), we will explore a range of analyses including expressions with multi-line calculations, roll-ups for aggregate attributes, event frames to capture important events in your process, and notifications to trigger alerts based on the real-time changes in your asset.

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

  • Use analysis syntax to create simple analyses
  • Create different types of analyses: expressions, rollups and event frames
  • Set up analyses using templates in AF
  • Manage, backfill and recalculate analyses
  • Visualize event frames using PI Vision and PI DataLink
  • Configure and customize notification templates
  • Set up dynamic notification subscribers

Audience

This course is best suited for PI System users who are already familiar with the basics of Asset Framework and who are interested in creating asst based analytics.

Level: Intermediate

Study Time: 12 hours

Course Access: Unlimmited access. The only exception is the Training Cloud Environment for which you have 30 day access. After those 30 days you can purchase additional access with one of the two options below:

Prerequisites

This course is for intermediate to advanced users of Asset Framework (AF) who are already familiar with the basics of AF such as:

  • Working with PI System Explorer (PSE)
  • Building and managing  asset hierarchies in AF using templates
  • Working with different data reference types: table lookup, formula, PI Point, etc.

Students without prior knowledge of AF should take the Building Asset Hierarchies with PI AF online course first.

Additionally, familiarity with PI Clients tools is expected. Students enrolled in this course should be able to:

  • Create a basic report using PI Data Link
  • Create asset-based displays in PI Vision

Students without prior knowledge of PI client tools should review the following online courses or public course workbook:

For this course you will also need a computer that can access our YouTube content, and pass our connection test

This Course Includes...

  • Videos, exercises and quizzes to help you learn the material
  • A Cloud Environment accessible for 30 days and configured to complete all the exercises in the course
  • A sharable certificate of completion

Further Information

  • This is a self-paced course. Any questions or assistance needed about the material can be asked in this course's space in the OSIsoft PI Square community
  • When you complete the examination at the end of the course, you will receive a certificate of completion which can be shared and directly posted on LinkedIn
  • For more information about our Online Courses please visit our FAQ page

You can audit the full video lecture content right now on the OSIsoft Learning YouTube Channel

Course Outline

  • Getting Started

    this section should be used for both courses and course series, as appropriate.  It is a section describing how to go through the course (such as go ahead and register for live events before doing pre-work so the student gets a spot).  This should at minimum be used for any courses which have 1) anything before the live event section - like pre-work, or 2) multiple sessions that they must register for.

    For External Courses, the workbook will be included in this section, since registration should not be required to download course workbook

  • Key Course Information
  • Course Grading Scheme
  • How to Navigate This Course
  • Offline Course Videos for Blocked YouTube Users
  • Optional Workbook
  • Lesson 1 - Welcome to the course!
  • Sample AF Database
  • Goals
  • Lesson 2 - Working with Expression Analyses
  • Adding Analytics to the Assets
  • Introduction to the Analysis Service
  • Explore Analysis Syntax and Create an Expression Analysis
  • Knowledge Check: Expression Analyses Syntax
  • Solution: Expression Analyses Syntax
  • Client vs. Server Calculations
  • Use Different Functions for Analyses
  • Knowledge Check: My First Expression Analyses
  • Solution: My First Expression Analyses
  • Map Outputs of Analyses to Attributes
  • Knowledge Check: Create Analyses to Calculate OEE Metrics
  • Solution: Create Analyses to Calculate OEE Metrics
  • Review Analysis Statuses, Scheduling, and Future Outputs
  • Knowledge Check: Configure OEE Calculation Schedule
  • Solution: Configure OEE Calculation Schedule
  • Templatize Analyses
  • Knowledge Check: Apply the OEE Calculation to Multiple Assets
  • Solution: Apply the OEE Calculation to Multiple Assets
  • Dependency Chain Overview
  • Lesson 3 - Configure Rollup Analyses
  • Create Rollup Analyses on Templates
  • Knowledge Check: Identify the Total Production Rate for Each Site
  • Solution: Identify the Total Production Rate for Each Site
  • Lesson 4 - Create Event Frames in PI System
  • Set Up an Event Frame Generation Analysis
  • Knowledge Check: Capture a Specific Event in Your Process
  • Solution: Capture a Specific Event in Your Process
  • Add Output Expressions to Event Frames
  • Knowledge Check: Calculate Production Rate During an Event
  • Solution: Calculate Production Rate During an Event
  • View Event Frames in PI System Explorer
  • Setup Event Frames with Multiple Start Triggers and Severities
  • Lesson 5 - Visualize Event Frames in PI Client Tools
  • Compare Events Using PI DataLink
  • Analyze Event Frames in PI Vision
  • Knowledge Check: Visualize and Annotate Your Event Frames
  • Solution: Visualize and Annotate Your Event Frames
  • Lesson 6 - Backfill Calculated Data
  • Manage Analyses in Bulk, and Backfill or Recalculate your Data
  • Knowledge Check: Capture Process Excursions
  • Solution: Capture Process Excursions
  • Lesson 7 - Set up Notifications
  • Create a Notification Based on an Event Frame
  • Set up Contacts, Delivery Endpoints, Groups, & Escalation Teams for Notifications
  • Customize Notifications Message Content & Format
  • Add Subscribers to a Notification Rule Template with a Dynamic Endpoint
  • Generate Notifications with a Dynamic URL for PI Vision Displays
  • Knowledge Check: Alert Response Team for Process Excursions
  • Solution: Alert Response Team for Process Excursions
  • Lesson 8 - Troubleshoot Asset Analytics
  • Troubleshooting Analysis When Outputting Calc Failed (AF 2018)
  • Final Exam
  • Final Exam
  • Course Evaluation

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

  • How did it go?
  • Training Cloud Environments
  • Cloud Environments Introduction
  • Cloud Environments Instructions
  • Launch Cloud Environment
  • Next Steps

    This section will list options to either implement the learned content or how to continue their education in the PI System.

  • Additional Resources
  • End of the course