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PI DataLink: Basics

Learn how to use PI DataLInk (MS Excel add-in) to access your process data, create meaningful reports, and use them to make key decisions about your plant performance.

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About this course

In this course, you will learn how to use this tool to access your process data, create meaningful reports, and use them to make key decisions about your plant performance. PI DataLink is our add-in that allows users to access and deliver data to and from Microsoft Excel and create easy-to-read reports.

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

  • Search for PI Tags and AF Attributes in PI DataLink
  • Identify which PI DataLink function to use for your report
  • Get current and historical PI data in PI DataLink
  • Build reports with key KPIs
  • Interpolate data with custom intervals
  • Use calculated data
  • Build reusable daily report

Audience

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

Level: Introductory

Study Time: 4 hours

Course Access: Unlimited access to all content except the Training Cloud Environment (TCE). You have 30 days access to the TCE starting on the day you access module section "Launch Cloud Environment". 

After those 30 days you can purchase additional access with one of the two options below:

Prerequisites

  • Familiarity with MS Excel is helpful. No specific knowledge of the PI System software is required.
  • A computer that can access our YouTube content, and pass our connection test

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, you need to have the following software installed: 

  • PI DataLink 2013 or later (connected to PI Data Archive and Asset Framework)

* If you do not have access to a PI System you can use the included Training Cloud Environment. Go to the Training Cloud Environment section to learn more about it and deploy your cloud environments.

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
  • This course is self-paced for your convenience. Thus, there are no live components to the course, nor are there required login hours. Please use the video lectures for instruction along with the course exercises to gain hands-on experience working with key concepts
  • There are hands-on knowledge checks tailored to apply the knowledge you've learned in the video lectures
  • There is also a final quiz which you must pass to obtain a certificate of completion
  • Once you register for a course, you will have access to the course materials 24/7 on this website

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

Course Materials

Curriculum

  • Getting started
  • How to navigate this course
  • Discussion forum
  • Offline course videos for blocked YouTube users
  • Course workbook
  • Training cloud environments
  • Cloud Environments Introduction
  • Cloud Environments Instructions
  • Launch cloud environment
  • Introduction
  • Course Introduction
  • Overview of the course
  • PI DataLink basics
  • Background: What is PI DataLink?
  • Background: PI DataLink functions
  • Background: Search for PI Tags and PI AF Attributes in PI DataLink
  • Background: Search for PI Tags and PI AF Attributes in PI DataLink
  • Knowledge check: Searching in PI DataLink
  • Background: PI Time
  • Background: PI Time
  • Knowledge check: Quiz
  • Single value queries
  • Background: Get PI data with current and archive value functions
  • Hands-on: Single value query
  • Hands-on: Single value queries using cell reference
  • Knowledge check: Temperature at a glance
  • Background: Retrieval mode
  • Hands-on: Activity report
  • Knowledge check: Quiz
  • Multiple value queries
  • Background: Get PI data with compressed, sampled, and timed data functions
  • Hands-on: Archived, sampled, and timed data functions
  • Knowledge check: Tank analysis report
  • Background: Element relative PI DataLink reports
  • Hands-on: Element relative PI DataLink reports
  • Knowlegde check: Operational start up
  • Background: Excel arrays in PI DataLink
  • Background: PI DataLink 2022 - New Features - Dynamic Arrays
  • Background: Units of measure and descriptions as context in reports
  • More PI DataLink functions
  • Background: More PI DataLink functions
  • Hands-on: Calculated data
  • Background: Calculating total and conversion factor
  • Hands-on: Calculating the total
  • Knowledge check: Production summaries
  • Background: Using time filtered data in a preventative maintenance example
  • Hands-on: Controller state
  • Knowledge check: Mixing tank level control
  • Knowledge check: Condition based inspection
  • Background: Filtered data using custom expressions
  • Background: Excel conditional formatting
  • Knowledge check: Filtered data value queries
  • Knowledge check: Production level report
  • Knowledge check: Quiz
  • Event-related features of PI DataLink
  • Background: Understanding the Event Explore and Compare functions
  • Background: Use the Explore Events Function in PI DataLink to Build Event Reports
  • Knowledge check: Monitoring downtime events
  • Background: When and How to Use the Compare Events Function in PI DataLink
  • Knowledge check: Analyzing downtime events
  • Functions using an expression
  • Background: Functions using an expression
  • Knowlegde check: Expression queries
  • Knowledge check: Material balance report
  • Course Evaluation
  • How did it go?
  • Final exam
  • Final exam

About this course

In this course, you will learn how to use this tool to access your process data, create meaningful reports, and use them to make key decisions about your plant performance. PI DataLink is our add-in that allows users to access and deliver data to and from Microsoft Excel and create easy-to-read reports.

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

  • Search for PI Tags and AF Attributes in PI DataLink
  • Identify which PI DataLink function to use for your report
  • Get current and historical PI data in PI DataLink
  • Build reports with key KPIs
  • Interpolate data with custom intervals
  • Use calculated data
  • Build reusable daily report

Audience

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

Level: Introductory

Study Time: 4 hours

Course Access: Unlimited access to all content except the Training Cloud Environment (TCE). You have 30 days access to the TCE starting on the day you access module section "Launch Cloud Environment". 

After those 30 days you can purchase additional access with one of the two options below:

Prerequisites

  • Familiarity with MS Excel is helpful. No specific knowledge of the PI System software is required.
  • A computer that can access our YouTube content, and pass our connection test

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, you need to have the following software installed: 

  • PI DataLink 2013 or later (connected to PI Data Archive and Asset Framework)

* If you do not have access to a PI System you can use the included Training Cloud Environment. Go to the Training Cloud Environment section to learn more about it and deploy your cloud environments.

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
  • This course is self-paced for your convenience. Thus, there are no live components to the course, nor are there required login hours. Please use the video lectures for instruction along with the course exercises to gain hands-on experience working with key concepts
  • There are hands-on knowledge checks tailored to apply the knowledge you've learned in the video lectures
  • There is also a final quiz which you must pass to obtain a certificate of completion
  • Once you register for a course, you will have access to the course materials 24/7 on this website

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

Course Materials

Curriculum

  • Getting started
  • How to navigate this course
  • Discussion forum
  • Offline course videos for blocked YouTube users
  • Course workbook
  • Training cloud environments
  • Cloud Environments Introduction
  • Cloud Environments Instructions
  • Launch cloud environment
  • Introduction
  • Course Introduction
  • Overview of the course
  • PI DataLink basics
  • Background: What is PI DataLink?
  • Background: PI DataLink functions
  • Background: Search for PI Tags and PI AF Attributes in PI DataLink
  • Background: Search for PI Tags and PI AF Attributes in PI DataLink
  • Knowledge check: Searching in PI DataLink
  • Background: PI Time
  • Background: PI Time
  • Knowledge check: Quiz
  • Single value queries
  • Background: Get PI data with current and archive value functions
  • Hands-on: Single value query
  • Hands-on: Single value queries using cell reference
  • Knowledge check: Temperature at a glance
  • Background: Retrieval mode
  • Hands-on: Activity report
  • Knowledge check: Quiz
  • Multiple value queries
  • Background: Get PI data with compressed, sampled, and timed data functions
  • Hands-on: Archived, sampled, and timed data functions
  • Knowledge check: Tank analysis report
  • Background: Element relative PI DataLink reports
  • Hands-on: Element relative PI DataLink reports
  • Knowlegde check: Operational start up
  • Background: Excel arrays in PI DataLink
  • Background: PI DataLink 2022 - New Features - Dynamic Arrays
  • Background: Units of measure and descriptions as context in reports
  • More PI DataLink functions
  • Background: More PI DataLink functions
  • Hands-on: Calculated data
  • Background: Calculating total and conversion factor
  • Hands-on: Calculating the total
  • Knowledge check: Production summaries
  • Background: Using time filtered data in a preventative maintenance example
  • Hands-on: Controller state
  • Knowledge check: Mixing tank level control
  • Knowledge check: Condition based inspection
  • Background: Filtered data using custom expressions
  • Background: Excel conditional formatting
  • Knowledge check: Filtered data value queries
  • Knowledge check: Production level report
  • Knowledge check: Quiz
  • Event-related features of PI DataLink
  • Background: Understanding the Event Explore and Compare functions
  • Background: Use the Explore Events Function in PI DataLink to Build Event Reports
  • Knowledge check: Monitoring downtime events
  • Background: When and How to Use the Compare Events Function in PI DataLink
  • Knowledge check: Analyzing downtime events
  • Functions using an expression
  • Background: Functions using an expression
  • Knowlegde check: Expression queries
  • Knowledge check: Material balance report
  • Course Evaluation
  • How did it go?
  • Final exam
  • Final exam