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PI Meets BI

Integrating the PI System with Business Intelligence (BI) tools is an effective way to use your process data for reporting and analytics

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About this course

About this course

Integrating the PI System with Business Intelligence (BI) tools is an effective way to use your process data for reporting and analytics. BI client tools offer the ability to run retrospective analyses on a much larger set of your real-time PI System data. BI helps you learn from operational behaviors and patterns, identifying dependencies and correlations of various factors within your operations.

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

  • Prepare PI Data for consumption in Business Intelligence (BI) tools with the PI Integrator for Business Analytics and the PI SQL Client
  • Retrieve PI Data for assets over time
  • Retrieve Event Frame summary information
  • Retrieve PI Data with the time range of an Event Frame
  • Create Reports with the PI data in Power BI

Audience

This course is designed for power users who want to create reports and analyze their data using BI tools. The course assumes a basic level of experience with PI AF. Students will be guided through the steps to expose the AF data to BI tools using the PI Integrator for Business Analytics and the PI SQL Client. The views generated by either one of the before-mentioned tools are then used to create reports in Power BI.

Level: Intermediate

Study Time: 9 hours

Course Access: Unlimited access to course materials. 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:

This Course Includes

  • Step-by-step instructions to guide you through the course.
  • A Cloud Environment accessible for 30 days and configured to complete all the exercises in the course
  • A shareable certificate of completion

Prerequisites

  • Basic knowledge of the PI System and PI AF.
  • A computer that can pass our connection test.

Software Requirements

The Training Cloud Environment includes all the software and setup required to follow the exercises. To be able to replicate the exercises on your own system, you will need the following software:

  • PI Server
  • PI Integrator for Business Analytics and/or PI SQL Client
  • Microsoft SQL Server
  • Microsoft Power BI (or another BI tool of your choice)

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 on LinkedIn
  • For more information about our Online Courses please visit our FAQ page

Course Materials

Course Outline

  • Getting Started
  • How to Navigate This Course
  • Discussion Forum
  • Offline Course Videos for Blocked YouTube Users
  • Course Workbook
  • Training Cloud Environments
  • Launch Cloud Environment
  • Lesson 1: Introduction
  • Introduction [1:50]
  • Learning Objectives and Problem Statement
  • The Wind Generation Fleet
  • The PI Tools
  • Lesson 2: Wind Turbine Overview Report
  • Objective
  • Tasks
  • Lesson 3: Wind Turbine Data: PI Integrator Asset View
  • Overview
  • Create an Asset View for Wind Turbine Metadata
  • Create an Asset View for Wind Turbine Metadata [8:12]
  • Create an Asset View for Wind Turbine Process Data
  • Create an Asset View for Wind Turbine Process Data [5:54]
  • Lesson 4: Wind Turbine Data: PI SQL Client Element Model (Optional)
  • Overview
  • Connect to the AF Server
  • Create a Template-Specific Data Model for the Wind Turbine
  • Enhance the Data Objects
  • Lesson 5: Wind Turbine Report
  • Overview
  • Tasks
  • Importing the Data into Power BI
  • Import the Data into Power BI [2:39]
  • Connect the Two Tables
  • Connect the Two Tables [2:07]
  • Starting Your Report
  • Starting Your Report [8:14]
  • Create a Tooltip Page to Show More Details
  • Create a Tooltip Page to Show More Details [3:49]
  • Lesson 6: Wind Turbine Downtime: PI Integrator Event View
  • Overview
  • Tasks
  • Create a new Event View
  • Create a new Event view [3:20]
  • Modify and Publish the View
  • Lesson 7: Incorporate Downtime Data into the Report
  • Overview
  • Identify the Tasks
  • Add the Downtime Data to the Report
  • Connect the Downtime Table to the Model
  • Create a Chart of Downtime by Wind Farm
  • Create a Date Table
  • Incorporate the Downtime Data to the Report [8:20]
  • Lesson 8: Wind Turbine Running Performance: PI Integrator Event View (Sampled)
  • Overview
  • Tasks
  • Create a new Event View
  • Add a Row Filter
  • Configure the Event View to Publish Sampled Data
  • Create a PI Integrator Event View for Wind Turbine Running Performance [5:52]
  • Lesson 9: Incorporate the Running Data into the Report
  • Overview
  • Tasks
  • Add the Turbine Running Data
  • Create a Drillthrough Report Page for Wind Farm Details
  • Add a Line Chart Showing Capacity Factor vs Wind Speed
  • Add a Title and Test Drillthrough
  • Copy and Sync the Date Slicer
  • Create a Drillthrough Report Page for Wind Farm Details [9:48]
  • Continue Building the Report
  • Appendix (Optional SQL Client Content)
  • Wind Turbine Downtime: PI SQL Client Event Frame Model
  • Wind Turbine Running Performance: PI SQL Client Model
  • Linking Dates
  • PI SQL Framework: All Queries
  • Final Exam
  • Final Exam
  • Course Evaluation
  • How did it go?
  • Next Steps
  • Additional Learning Resources
  • End of the course

About this course

About this course

Integrating the PI System with Business Intelligence (BI) tools is an effective way to use your process data for reporting and analytics. BI client tools offer the ability to run retrospective analyses on a much larger set of your real-time PI System data. BI helps you learn from operational behaviors and patterns, identifying dependencies and correlations of various factors within your operations.

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

  • Prepare PI Data for consumption in Business Intelligence (BI) tools with the PI Integrator for Business Analytics and the PI SQL Client
  • Retrieve PI Data for assets over time
  • Retrieve Event Frame summary information
  • Retrieve PI Data with the time range of an Event Frame
  • Create Reports with the PI data in Power BI

Audience

This course is designed for power users who want to create reports and analyze their data using BI tools. The course assumes a basic level of experience with PI AF. Students will be guided through the steps to expose the AF data to BI tools using the PI Integrator for Business Analytics and the PI SQL Client. The views generated by either one of the before-mentioned tools are then used to create reports in Power BI.

Level: Intermediate

Study Time: 9 hours

Course Access: Unlimited access to course materials. 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:

This Course Includes

  • Step-by-step instructions to guide you through the course.
  • A Cloud Environment accessible for 30 days and configured to complete all the exercises in the course
  • A shareable certificate of completion

Prerequisites

  • Basic knowledge of the PI System and PI AF.
  • A computer that can pass our connection test.

Software Requirements

The Training Cloud Environment includes all the software and setup required to follow the exercises. To be able to replicate the exercises on your own system, you will need the following software:

  • PI Server
  • PI Integrator for Business Analytics and/or PI SQL Client
  • Microsoft SQL Server
  • Microsoft Power BI (or another BI tool of your choice)

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 on LinkedIn
  • For more information about our Online Courses please visit our FAQ page

Course Materials

Course Outline

  • Getting Started
  • How to Navigate This Course
  • Discussion Forum
  • Offline Course Videos for Blocked YouTube Users
  • Course Workbook
  • Training Cloud Environments
  • Launch Cloud Environment
  • Lesson 1: Introduction
  • Introduction [1:50]
  • Learning Objectives and Problem Statement
  • The Wind Generation Fleet
  • The PI Tools
  • Lesson 2: Wind Turbine Overview Report
  • Objective
  • Tasks
  • Lesson 3: Wind Turbine Data: PI Integrator Asset View
  • Overview
  • Create an Asset View for Wind Turbine Metadata
  • Create an Asset View for Wind Turbine Metadata [8:12]
  • Create an Asset View for Wind Turbine Process Data
  • Create an Asset View for Wind Turbine Process Data [5:54]
  • Lesson 4: Wind Turbine Data: PI SQL Client Element Model (Optional)
  • Overview
  • Connect to the AF Server
  • Create a Template-Specific Data Model for the Wind Turbine
  • Enhance the Data Objects
  • Lesson 5: Wind Turbine Report
  • Overview
  • Tasks
  • Importing the Data into Power BI
  • Import the Data into Power BI [2:39]
  • Connect the Two Tables
  • Connect the Two Tables [2:07]
  • Starting Your Report
  • Starting Your Report [8:14]
  • Create a Tooltip Page to Show More Details
  • Create a Tooltip Page to Show More Details [3:49]
  • Lesson 6: Wind Turbine Downtime: PI Integrator Event View
  • Overview
  • Tasks
  • Create a new Event View
  • Create a new Event view [3:20]
  • Modify and Publish the View
  • Lesson 7: Incorporate Downtime Data into the Report
  • Overview
  • Identify the Tasks
  • Add the Downtime Data to the Report
  • Connect the Downtime Table to the Model
  • Create a Chart of Downtime by Wind Farm
  • Create a Date Table
  • Incorporate the Downtime Data to the Report [8:20]
  • Lesson 8: Wind Turbine Running Performance: PI Integrator Event View (Sampled)
  • Overview
  • Tasks
  • Create a new Event View
  • Add a Row Filter
  • Configure the Event View to Publish Sampled Data
  • Create a PI Integrator Event View for Wind Turbine Running Performance [5:52]
  • Lesson 9: Incorporate the Running Data into the Report
  • Overview
  • Tasks
  • Add the Turbine Running Data
  • Create a Drillthrough Report Page for Wind Farm Details
  • Add a Line Chart Showing Capacity Factor vs Wind Speed
  • Add a Title and Test Drillthrough
  • Copy and Sync the Date Slicer
  • Create a Drillthrough Report Page for Wind Farm Details [9:48]
  • Continue Building the Report
  • Appendix (Optional SQL Client Content)
  • Wind Turbine Downtime: PI SQL Client Event Frame Model
  • Wind Turbine Running Performance: PI SQL Client Model
  • Linking Dates
  • PI SQL Framework: All Queries
  • Final Exam
  • Final Exam
  • Course Evaluation
  • How did it go?
  • Next Steps
  • Additional Learning Resources
  • End of the course