Creating Basic Reports with PI DataLink

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.

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:

  • Understand the PI System Basics
  • 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: 8 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

  • 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

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
  • 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
  • (Optional) Importing Generic AF Databases (5:59)
  • 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 (11:44)
  • What are PI Assets, Attributes and Tags? (13:45)
  • Connect to and Search a PI System (22:15)
  • Knowledge Check: Draw Your PI System
  • Lesson 2 - PI DataLink Basics
  • What is PI DataLink? (2:38)
  • Mind Map of PI DataLink (5:42)
  • Search for PI Tags and PI AF Attributes in PI DataLink (3:20)
  • Get Instantaneous PI Data with PI Current Value Function (4:44)
  • Get Historical PI Data with PI Archive Value Function (3:21)
  • Use Root Path References for Stronger Spreadsheet (5:30)
  • Build KPI Reports in PI DataLink (9:51)
  • Knowledge Check: Build a KPI Report
  • Lesson 3 - Compressed Data, Sampled Data and Calculated Data
  • Get Raw PI Data with PI Compressed Data Function (3:49)
  • Get Custom Interval PI Data with PI Sampled Data Function (4:45)
  • Table of PI Data Item (Columns) Against Time (Row) (3:22)
  • Interpolation and Retrieval Modes in PI DataLink (4:42)
  • Get Time-Summary Calculations with PI Calculated Data Function (6:25)
  • Knowledge Check: Build a Daily Report
  • Totalize and Integrate with the PI Calculated Data Function (7:01)
  • Build a Report with Data Queries (10:24)
  • Build a Reusable Daily Report (14:08)
  • Knowledge Check: Build a Report with Calculations for your Assets
  • 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, 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:

  • Understand the PI System Basics
  • 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: 8 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

  • 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

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
  • 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
  • (Optional) Importing Generic AF Databases (5:59)
  • 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 (11:44)
  • What are PI Assets, Attributes and Tags? (13:45)
  • Connect to and Search a PI System (22:15)
  • Knowledge Check: Draw Your PI System
  • Lesson 2 - PI DataLink Basics
  • What is PI DataLink? (2:38)
  • Mind Map of PI DataLink (5:42)
  • Search for PI Tags and PI AF Attributes in PI DataLink (3:20)
  • Get Instantaneous PI Data with PI Current Value Function (4:44)
  • Get Historical PI Data with PI Archive Value Function (3:21)
  • Use Root Path References for Stronger Spreadsheet (5:30)
  • Build KPI Reports in PI DataLink (9:51)
  • Knowledge Check: Build a KPI Report
  • Lesson 3 - Compressed Data, Sampled Data and Calculated Data
  • Get Raw PI Data with PI Compressed Data Function (3:49)
  • Get Custom Interval PI Data with PI Sampled Data Function (4:45)
  • Table of PI Data Item (Columns) Against Time (Row) (3:22)
  • Interpolation and Retrieval Modes in PI DataLink (4:42)
  • Get Time-Summary Calculations with PI Calculated Data Function (6:25)
  • Knowledge Check: Build a Daily Report
  • Totalize and Integrate with the PI Calculated Data Function (7:01)
  • Build a Report with Data Queries (10:24)
  • Build a Reusable Daily Report (14:08)
  • Knowledge Check: Build a Report with Calculations for your Assets
  • Final Exam
  • Final Exam
  • Course Evaluation
  • How did it go?
  • Next Steps
  • Additional Learning Resources
  • End of the course