Business Analytics and the PI System

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Business Analytics and the PI System Presented by Curt Hertler Marketing Manager, Microsoft Alliance Copyri g h t 2012 OSIso f t, LLC.

Agenda Business Analytics introduction Business Analytics tools and examples PI Asset Framework PI OLEDB Enterprise MS PowerPivot MS SQL PowerView MS SQL Analysis Services Key points to take home Copyri g h t 2012 OSIso f t, LLC. 2

Business Intelligence Fundamentals It s about Decision Making Every level of the organization To have value, BI needs the Right Information at the Right Time in the Right Format The Right Information FOSH = Financial, Operational, Sales, Human Resources The Right Time With PI System, the right time is real time The Right Format Familiarity encourages adoption Copyri g h t 2012 OSIso f t, LLC. 3

PI System data for reporting and decision making Most people are used to thinking of PI like this one tag over time. Copyri g h t 2012 OSIso f t, LLC. 4

PI System data for reporting and decision making Think of data as a cube for decision making. 1st dimension : PI Data Archive history Other dimensions : PI Asset Framework structure. Different perspectives can be found when Sorting data Presenting data Analyzing data Copyri g h t 2012 OSIso f t, LLC. 5

Business Analytics Toolkit Enterprise PI Server PI OLEDB Enterprise PowerPivot for Excel 2010 Power View Copyri g h t 2012 OSIso f t, LLC. 6

Example: Substation Power Distribution Profile Pine Hill Northern District Falcon Pass Thunder Peak Victory Valley My Objectives Regional and Rate Period Power Distribution Western District Elm Street Maple Grove Ford Avenue Wolverine Gypsy Junction Aging Asset Risk Assessment Eastern District Equipment Condition Benchmarking Bighorn Basin Want to do it myself! Granite Cliff Red River Eagle Point Southern District Copyri g h t 2012 OSIso f t, LLC. 7

PI Asset Framework (PI AF) Asset Hierarchy District Substation Transformer Asset Attributes PI System Data Equipment Specifications Lab Analysis Copyri g h t 2012 OSIso f t, LLC. 8

PI OLEDB Enterprise Leverage structure used throughout your PI System infrastructure Insure accurate aggregation of real-time events Scale-up by using the PI AF Structure Access PI Event Frames (next release) Copyri g h t 2012 OSIso f t, LLC. 13

Demo - PowerPivot for Excel 2010 Accessible Scalable Personal Organizational Copyri g h t 2012 OSIso f t, LLC. 14

PowerPivot Enables Data Integration PI Server PI OLEDB Enterprise Connections to many relational sources Data sets can be brought from a whole list of different systems Copyri g h t 2012 OSIso f t, LLC. 15

PowerPivot Enables Data Integration Can I use PI DataLink? Manual refresh step required to copy and paste values Limited to ~1 million rows No support for upsizing to SQL Analysis Services 2012 Copyri g h t 2012 OSIso f t, LLC. 16

PowerPivot Creates the Cube Equipment Location PI OLEDB Enterprise Equipment Specifications PI OLEDB Enterprise Configure Relationships between tables based on like columns, i.e. Asset ID or Hour Latest DGA PI OLEDB Enterprise Transformer Performance PI OLEDB Enterprise Rates Excel Linked Table Copyri g h t 2012 OSIso f t, LLC. 17

PowerPivot for Sharepoint Provides the analysis capabilities of PowerPivot within the SharePoint portal Allows users to access and work with PowerPivot workbooks without downloading the workbook and data Copyri g h t 2012 OSIso f t, LLC. 18

Microsoft SQL 2012 PowerView Reports creation combining all PI System sources PI Asset Framework PI Data Archive SQL Server data Thin client Rich and dynamic client Collaborative tool Windows integrated security SharePoint and PowerPoint integration Copyri g h t 2012 OSIso f t, LLC. 19

Demo PowerView in SharePoint 2010 Copyri g h t 2012 OSIso f t, LLC. 20

PowerView Interactive Analysis Interactive report updates using filters PI Server 2010 PI OLEDB Enterprise Distribution by District Distribution by Transformer Age Distribution by Age and Rate Copyri g h t 2012 OSIso f t, LLC. 21

PowerView - Multiple Views and Pages Create different reports from a single data cube PI Server 2010 PI OLEDB Enterprise Aging Asset Risk Assessment Weekday Distribution Profile Equipment Condition Benchmarking Copyri g h t 2012 OSIso f t, LLC. 22

Power View Reports in PowerPoint PowerView reports can be used interactively in PowerPoint presentations Copyri g h t 2012 OSIso f t, LLC. 23

SQL Server Analysis Services - Overview Microsoft version: SQL Server Analysis Services (SSAS) provides comprehensive, enterprise scale analytic solutions that deliver actionable insights through familiar tools. Plain(er) English: SSAS allows you to design, build, and refresh data cubes from multiple sources and make them available for client analysis. Key features: Source data can be stored directly or simply linked Source data can be incrementally refreshed Data can be shared to many users efficiently Data can be used as a source for further analysis, providing a middle tier for analytics and greater efficiency Copyri g h t 2012 OSIso f t, LLC. 24

SQL Server Analysis Services - Clients Administrative Business Intelligence Development Studio Build new BI Solutions Microsoft Visual Studio 2008 Currently not supported in MS Visual Studio 2010 Components: Cube Designer Dimension Designer etc SQL Server Management Studio Administer existing BI solutions Copyri g h t 2012 OSIso f t, LLC. 25

SQL Server Analysis Services - Clients End Users Excel 2010 SQL Server Data Mining add-ins PowerPivot for Excel PowerPivot for SharePoint SQL Server Reporting Services PowerView for SharePoint Copyri g h t 2012 OSIso f t, LLC. 26

Additional Information OSIsoft Resources Business Analytics with your PI System Data using Microsoft PowerPivot PI T&D Users Group Site extranet.osisoft.com OSIsoft vcampus vcampus.osisoft.com Microsoft Resources www.microsoft.com/en-us/bi/powerpivot.aspx Helpful Books PowerPivot for the Data Analyst, Bill Jelen Practical PowerPivot & DAX Formulas for Excel 2010, Art Tennick Copyri g h t 2012 OSIso f t, LLC. 29

Key points to take home Intuitive BI tools from OSIsoft and Microsoft Democratization of information Users can perform their own analysis Find the Right Information at the Right Time in the Right Format! Copyri g h t 2012 OSIso f t, LLC. 30

Brought to you by Copyri g h t 2012 OSIso f t, LLC.