What s New in Teamcenter Reporting and Analytics Mark Homrich Product Management Unrestricted Siemens AG 2016 Realize innovation.
PLM Europe What s New in Teamcenter Reporting & Analytics. Agenda Report Builder / Reporting & Analytics Report Builder Teamcenter Reporting and Analytics Page 4
Report Builder vs. Reporting & Analytics Establish, Measure and Analyze Key Performance Metrics to Drive Business Performance Report Builder Reporting and Analytics Summary and Item Reports Queries based data dump Output to common formats Excel, HTML, Text, HTML Leverage Excel for further processing and analysis Go beyond reports and analyze key metrics to drive product and process performance Design complex cubes Pre-defined reports Visualize data with industry leading graphics Enforce data security Track trends and changes over time Dashboards to analyze and track key performance metrics Page 8
Teamcenter User Connection What s New in Teamcenter Reporting & Analytics. Agenda Report Builder / Reporting & Analytics Report Builder Teamcenter Reporting and Analytics Page 9
Report Builder Questions Report Builder answers What is the status of the parts in the BOM? Who owns the parts? How many open Changes are there for my team? Summarize the Change Request? Who is logging into Teamcenter? Page 10
Report Builder Report types Summary Reports Reports that summarize similar information, for example, reports that show all the employees, the items belonging to a user, or the release status of items Context independent reports no object selection required Generated from Teamcenter saved queries Item-specific Reports Reports that can be run on a particular object, for example BOM or workflow information for a given object Executed in the context of one or more objects Page 11
Report Builder Building a report What do you want to see? Search Query Builder, ITK In-context Parts (Objects) currently open What about these objects do you want to know? Attributes BOMs Related Objects How do you want to see it? HTML style sheets Excel templates Charts Pivots Macros Page 12 The Property Set identifies the data to be presented in the report Optional Closure rule applied to act on the query result. Query Output Style Sheets
Report Builder Report templates HTML Templates Stylesheet based Embedded in Active Workspace Browser based from RAC Excel Templates Excel stylesheet templates Office templates Leverage Excel tools for Macros Pivot tables Conditional formatting Charts Page 13
Report Builder Running reports in Active Workspace Reports tile View all Report Builder templates Run reports live or offline Save to My Reports View reports in Active Workspace or open in Excel My Reports location View previously run saved reports View reports run offline Item Reports Directly from a object in Teamcenter View list of applicable reports No additional input required Page 14
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Teamcenter Report Builder Teamcenter Report Builder Benefits Supports common output formats Excel, XML, Text, and HTML Runs offline with notification to allow user continued work. Easy to build simple reports based on queries Leverage Excel for complex processing, charting, and aggregation Page 17
Teamcenter User Connection What s New in Teamcenter Reporting & Analytics. Agenda Report Builder / Reporting & Analytics Report Builder Teamcenter Reporting and Analytics Page 18
Teamcenter Reporting and Analytics What is the status of the parts in the BOM? Who owns the parts? How many open Changes are there for my team? Summarize the Change Request? Who is logging into Teamcenter? Where are my inefficiencies? How is my team performing? Are my parts meeting the expected quality? How many pending changes do I have for my project? What will this product cost? How is my project doing? Page 19
Improving Product Development Challenges Better decision making Supplier performance Inventory Departmental Improved operational efficiency Improved time to market Reduce costs Identify bottlenecks and delays Understand the information Projects / timelines Costs Continual improvements Page 20
Teamcenter Reporting and Analytics Dashboards and reports Design new reports Drag and drop charts, tables, elements, properties Dimensions and measures Build drill up / down paths Simple layouts Link / unlink panels for slice and dicing Page 21
Teamcenter Reporting and Analytics Quick Reporting Simple report design with drag and drop Present data form many sources in single report Generate print-perfect reports Leverage standard formatting tools: Headers/footers Dates, page numbers, report names, filters Tables, charts, elements Run report form Teamcenter or Reporting Export to PDF Page 22
Teamcenter Reporting and Analytics Active Workspace Embedded analytics inside of Active Workspace Run reports, view snapshots Auto authentication into Teamcenter Reporting and Analytics Drill down/up Slice and dice Click to object Modify reports, add charts Export to PDF, PPT, Excel, and email Page 23
Other Data Sources Excel Reporting from desktop Report form excel datasets in Enterprise Adapters SAP IFS Oracle Primavera Mentor ClearQuest Page 24
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Typical Business Intelligence Implementation Back to Basics Data extracts directly from database or custom code for extraction Data extracts directly from database or custom code for extraction Data extracts directly from database or custom code for extraction Data warehouse Approach is to take data out of the Systems of Record, store it in another database, and then provide it for reporting Heavy IT involvement - Weeks / Months to setup the first time Significant IT support to maintain/synchronize data mart/warehouse Major mismatches if certain data elements are deleted in the Systems of Record Application level security by-passed & custom security model built Longer Lead Time Increased TCO IT cost, support cost, licensing cost Application level security (?) cost (?) Data extracts directly from database or custom code for extraction Data blending into a cube MES Data extracts directly from database or custom code for extraction Qlik or Tableau Legacy Systems Data extracts directly from database Page 27
Teamcenter Reporting and Analytics Secure data fetch using APIs / Webservices Secure data fetch using APIs / Webservices Secure data fetch using APIs / Webservices Approach is to keep data where it belongs in the Systems of Record. No copies of copies of data. Reduced IT involvement Couple of days to setup - 100 Cubes available on Day 1 Substantially reduced IT support to maintain / update Due to the use of APIs and no intermediate data store, no mismatches with the data in Systems of Record Application level security fully honored Rapid deployment solution geared for Actionable Insight Lowest TCO IT cost, support cost, licensing cost Application level security leveraged as-is In-memory Cube In-memory Data blending Secure data fetch using APIs / Webservices MES Secure data fetch using APIs / Webservices Legacy Systems ODBC Page 28
Teamcenter Reporting and Analytics Reporting solution built for PLM Business intelligence designed for Teamcenter and to understand the relationships and associations of PLM information Direct access to Teamcenter data through APIs Report from live data Capture snapshots for trend analysis and performance Security based on Teamcenter access model Single Sign On and no re-authentication Connectors to standard enterprise applications Data Caching Page 29
Teamcenter Reporting and Analytics Pre-Configured Reports Change Management BOM Reports Substance compliance SLM Workflow Administrator Reports Verification Management Machinery PMM Schedule Manager Requirements Manager Page 30
Teamcenter User Connection What s New in Teamcenter Reporting & Analytics. Agenda Report Builder / Reporting & Analytics Report Builder Teamcenter Reporting and Analytics Self Serve Reporting Page 31
Teamcenter Reporting and Analytics Self Serve Reporting (TcR&A 11.4 December 2017) Increasing requests for analytics Endless queue of report requests Reports lead to more reports Frustration that the data is old Demand for data mashed-up Desire for visual analytics. BOM Change Requests Page 32
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Powerful Easy Tools Reduced time to understanding We went down the path with a certain BI solution to pull PLM data, but it couldn t understand PLM data models or security rules, we didn t want people to see data they shouldn t have access to. We wanted to be able to mine that data for gold, but not make it a free-for-all. Paul Nelson, PLM architect, ATK Page 34
Benefits Teamcenter Reporting and Analytics Analytics, Dashboards, and Traditional understand your data to improve your products, processes, communication and customer satisfaction Time to Value start with pre-configured reports and enable custom reports for your business in a couple weeks, not months and years Designed for Teamcenter enable full enterprise to easily understand the information required to make better decisions Self Service Analytics enable data discovery through self service analytics designed for Teamcenter and optimized to your needs Page 35
Thank You See you next year! Unrestricted Siemens AG 2016 Realize innovation.