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

Study Time: 10 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 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
  • Key Course Information
  • Course Grading Scheme
  • How to Navigate This Course
  • Offline Course Videos for Blocked YouTube Users
  • Optional Workbook
  • Training Cloud Environments
  • Cloud Environments Introduction
  • Cloud Environments Instructions
  • Launch Cloud Environment
  • Lesson 1 - PI System Basics
  • Map of the PI System (6:47)
  • Time in PI System (11:45)
  • What are PI Assets, Attributes, and Tags? (13:45)
  • Connect to and Search a PI System (22:14)
  • Knowledge Check: Draw Your PI System
  • Lesson 2 - PI ProcessBook Basics
  • Using PI ProcessBook in Run Mode (13:35)
  • Building Basic Status Displays (14:21)
  • Knowledge Check: Identify an Asset to Monitor
  • Building Element Relative Displays (22:10)
  • Knowledge Check: Create a Reusable Display
  • Building Linked and Custom Graphic Displays (24:12)
  • Knowledge Check: Customize Your Display
  • Organize Displays into Workbooks for Easy Sharing (11:10)
  • 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 (9:32)
  • Knowledge Check: Configure an XY Plot
  • Create Data Sets to Visualize Client-Side Calculations (9:44)
  • Knowledge Check: Create a Calculation Data Set
  • Build an SQC Chart to Determine Statistical Performance (8:20)
  • Knowledge Check: Build a SQC Chart for Your Process
  • Write VBA Scripts to Add Custom Functionality (12:42)
  • Knowledge Check: Write and Test Your VBA Code
  • Use the AF Display Builder add-in to Quickly Create Displays in PI ProcessBook (12:01)
  • Final Exam
  • Final Exam
  • Course Evaluation
  • How did it go?
  • Next Steps
  • Additional Learning Resources
  • End of the course

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

Study Time: 10 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 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
  • Key Course Information
  • Course Grading Scheme
  • How to Navigate This Course
  • Offline Course Videos for Blocked YouTube Users
  • Optional Workbook
  • Training Cloud Environments
  • Cloud Environments Introduction
  • Cloud Environments Instructions
  • Launch Cloud Environment
  • Lesson 1 - PI System Basics
  • Map of the PI System (6:47)
  • Time in PI System (11:45)
  • What are PI Assets, Attributes, and Tags? (13:45)
  • Connect to and Search a PI System (22:14)
  • Knowledge Check: Draw Your PI System
  • Lesson 2 - PI ProcessBook Basics
  • Using PI ProcessBook in Run Mode (13:35)
  • Building Basic Status Displays (14:21)
  • Knowledge Check: Identify an Asset to Monitor
  • Building Element Relative Displays (22:10)
  • Knowledge Check: Create a Reusable Display
  • Building Linked and Custom Graphic Displays (24:12)
  • Knowledge Check: Customize Your Display
  • Organize Displays into Workbooks for Easy Sharing (11:10)
  • 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 (9:32)
  • Knowledge Check: Configure an XY Plot
  • Create Data Sets to Visualize Client-Side Calculations (9:44)
  • Knowledge Check: Create a Calculation Data Set
  • Build an SQC Chart to Determine Statistical Performance (8:20)
  • Knowledge Check: Build a SQC Chart for Your Process
  • Write VBA Scripts to Add Custom Functionality (12:42)
  • Knowledge Check: Write and Test Your VBA Code
  • Use the AF Display Builder add-in to Quickly Create Displays in PI ProcessBook (12:01)
  • Final Exam
  • Final Exam
  • Course Evaluation
  • How did it go?
  • Next Steps
  • Additional Learning Resources
  • End of the course