Design Business Analytics Report

Explanation

This activity is used to design Asset Design reports using IFS/Business Analytics component, based on Microsoft Excel. Reports can mainly be designed for equipment data sheets (per Class) or equipment lists. In addition, it also supports to design reports for Bill of Materials, Project Cost and Progress and Object Properties such as Nozzles and Terminals. Refer to About Business Analytics for Asset Design for more information. These reports can also be designed to write back (deploy data) information into the Database.

Prerequisites

IFS Business Analytics must be installed on the client.

System Effects

N/A

Window

N/A

Related Window Descriptions

N/A

Procedure

Use one of the following general procedures to design a report in IFS Business Analytics.

Equipment Data Sheet Report

  1. Open and Login to IFS Business Analytics application. Microsoft XL is opened up with the IFS Business Analytics pane at the right hand side.
  2. Click on the Go to Design button on the Main Tool Bar. This results into open Select Information Sources dialog.
  3. Expand the Asset design folder and select required information sources, possibly Design Object Specification and Design Part Specification.
  4. Select the Design Object Specification information source from the list values and expand the node Design Objects.
  5. Select cells A1 to J1 and merge them all. Enter and middle the text Data Sheet for XXX. (XXX stands for the Plant Class). Fill it with Purple, Accent 4,Darker 25% color. Set text color as White, Background 1.
  6. Select cells A2 to J2. Fill it with Purple, Accent 4,Darker 25% color. Set text color as White, Background 1.
  7. Select cells A3 to J14. Fill it with Purple, Accent 4,Lighter 80% color
  8. Click on cell number A3 and enter the text Design Object ID. Set the text into Bold.
  9. Drag the item, Object ID from the expanded Design Objects node and drop it into the cell number B3.
  10. Click on cell number D3 and enter the text Design Object Description. Set the text into Bold.
  11. Drag the item, Design Object Description from the expanded Design Objects node and drop it into the cell number E3.
  12. Click on cell number G3 and enter the text Class. Set the text into Bold.
  13. Drag the item, Class from the expanded Design Objects node and drop it into the cell number H3.
  14. Repeat the above steps to add more main or relational data fields by dragging and dropping them in appropriate cells. (optional)
  15. Expand the Light Items node of the selected information source.
  16. Click on cell number B5 and enter the description of a alpha numeric technical attribute connected with the class. (via object class, technical class connection). Set the text into Bold.
  17. Drag the item, Value (Alpha-Numeric) from the expanded Light Items Objects node and drop it into the cell number C5.
  18. Click on cell number C5 and open up the Filter Criteria tab for the design cell. Drag the item Attribute from expanded Light Items node in to the Display Item column of the first filter row. Select the operator '=' and enter condition as Fact_Plant_Tech_Spec.Attribute = '0000000001' (0000000001 stands for exact attribute ID). Drag the item Attribute Description from expanded Light Items node in to the Display Item column of the second filter row. Select the operator '=' and enter condition as Fact_Plant_Tech_Spec.Description = 'Fluid' (Fluid stands for exact attribute description). The result should be something like this:
Display Item Condition
FACT_PLANT_TECH_SPEC.ATTRIBUTE ='0000000001'
FACT_PLANT_TECH_SPEC.DESCRIPTION ='Fluid'
  1. Repeat the steps 16 to 18  on cell numbers B6, B7 by dropping the item Value (Alpha-Numeric) in to respective C column cells.
  2. Click on cell number B9 and enter the description of a numeric technical attribute connected with the class. (via object class, technical class connection). Set the text into Bold.
  3. Drag the item, Value (Numeric) from the expanded Light Items Objects node and drop it into the cell number C9.
  4. Click on cell number C9 and open up the Filter Criteria tab for the design cell. Drag the item Attribute from expanded Light Items node in to the Display Item column of the first filter row. Select the operator '=' and enter condition as Fact_Plant_Tech_Spec.Attribute = '0000000002' (0000000002 stands for exact attribute ID). Drag the item Attribute Description from expanded Light Items node in to the Display Item column of the second filter row. Select the operator '=' and enter condition as Fact_Plant_Tech_Spec.Description = 'Temperature' (Temperature stands for exact attribute description).
Display Item Condition
FACT_PLANT_TECH_SPEC.ATTRIBUTE ='0000000002'
FACT_PLANT_TECH_SPEC.DESCRIPTION ='Temperature'
  1. Repeat the steps 20 to 22 on cell numbers B10 by dropping the item Value (Numeric) in to respective C column cell.
  2. Select the Design Part Specification information source from the list values and expand the node Design Objects.
  3. Click on cell number A12 and enter the text Design Part ID. Set the text into Bold.
  4. Drag the item, Design Part from the expanded Design Objects node and drop it into the cell number B12.
  5. Click on cell number D12 and enter the text Design Part Description. Set the text into Bold.
  6. Drag the item, Design Part Description from the expanded Design Objects node and drop it into the cell number E12.
  7. Expand the Light Items node of the selected information source.
  8. Click on cell number B13 and enter the description of a alpha numeric technical attribute connected with the class. (via design part class, technical class connection). Set the text into Bold.
  9. Drag the item, Value (Alpha-Numeric) from the expanded Light Items Objects node and drop it into the cell number C13.
  10. Click on cell number C13 and open up the Filter Criteria tab for the design cell. Drag the item Attribute from expanded Light Items node in to the Display Item column of the first filter row. Select the operator '=' and enter condition as Fact_Plant_Art_Tech_Spec.Attribute = '0000000003' (0000000003 stands for exact attribute ID). Drag the item Attribute Description from expanded Light Items node in to the Display Item column of the second filter row. Select the operator '=' and enter condition as Fact_Plant_Art_Tech_Spec.Description = 'Material' ('Material stands for exact attribute description).
Display Item Condition
FACT_PLANT_ART_TECH_SPEC.ATTRIBUTE ='0000000003'
FACT_PLANT_ART_TECH_SPEC.DESCRIPTION ='Material'
  1. Repeat the steps 30 to 32 on cell number B14 by dropping the item Value (Numeric) in to respective C column cell.
  2. Now apply the following BA Design settings.
  3. Click on Report Book button on the BA panel header and then the Parameter button.
  4. Create a new report parameter (Parameter 1) as, Parameter Type =Display Item, Parameter Name = PlantName, Description = Plant Name, Prompt Text = Plant Name, Display Item = Dim_Plant_Plant.Plt_Name.
  5. Set Default value if available (optional) and save parameter.
  6. Create one more report parameter (Parameter 2)as, Multi Value = Enabled, Parameter Type =Display Item, Parameter Name = DesignObjectID, Description = Design Object ID, Prompt Text = Design Object ID, Display Item = Dim_Plant_Object.KeyA.
  7. Set Default value if available (optional) and save parameter.
  8. Select the Design Object Specification information source again and expand the Design Objects node.
  9. Mark the row number 3 of the XL sheet and create a new design row (Row1) in the bottom part of the BA panel.
  10. Click on the Repeater tab. Drag item Object ID from the expanded Design Objects node and drop it into the Display Item column of the first repeater row.
  11. Set start as 3 and stop as 14 for the first repeater.
  12. Click on the Filter Criteria tab to add a filter on the row repeater.
  13. Drag item Class from the expanded Design Objects node and drop it into the Display Item column of the first filter row. Select the operator '=' and enter condition as Dim_Plant_Object.Class = 'XXX' (XXX stands for the Plant Class)
  14. Drag item Object ID from the expanded Design Objects node and drop it into the Display Item column of the second filter row. Set the Dim_Plant_Object.KeyA  equals to all values pass by the Design Object ID parameter. (Dim_Plant_Object.KeyA IN &DesignObjectID.)
  15. Click on the Sheet button on the header. Open the Sheet Repeater to add sheet repeater by Design Object ID.
  16. Drag item Object ID from the expanded Design Objects node and drop it into the Display Item column of the sheet repeater row.
  17. Click on cell number C5 and open the Writeback tab of the BA panel at the bottom.
  18. Open the List of Values for Display Item. Expand Asset Design > Design Object Specification and the select Value (Alpha-Numeric). Check the retrieved Key values. Fill in the Plant Name Key by selecting the standard parameter in the List of Values. (Plant Name =&PlantName ).
  19. Repeat the steps 49 to 50 on cell numbers C6,C7.
  20. Repeat steps 49 to 50 on cell numbers C9,C10 using Value (Numeric).
  21. Click on cell number C13 and open the Write back tab of the BA panel at the bottom.
  22. Open the List of Values for Display Item. Expand Asset Design > Design Part Specification and the select Value (Alpha-Numeric). Check the retrieved Key values. Fill in the Design Part ID Key by clicking on the Select Cell Reference icon. (Design Part ID =!$B$12 ). Fill in the Plant Name Key by selecting the standard parameter in the List of Values. (Plant Name =&PlantName ).
  23. Repeat steps 53 to 54 on cell number C14 using Value (Numeric).
  24. Execute the report. Verify the accuracy of data.
  25. Go to the Design Mode. Select Save and Publish Report button. Enter a Report ID and a Report Name. Save and publish the report.

Equipment List Report

  1. Open and Login to IFS Business Analytics application. Microsoft XL is opened up with the IFS Business Analytics pane at the right hand side.
  2. Click on the Go to Design button on the Main Tool Bar. This results into open Select Information Sources dialog.
  3. Expand the Asset design folder and select required information sources, possibly Design Object Specification and Design Part Specification.
  4. Select the Design Object Specification information source from the list values and expand the node Design Objects.
  5. Select cells A1 to F2 and merge them all. Enter and middle the text Equipment List for YYY  (e.g. Valve List, Pump List). Fill it with Light Blue color. Set text color as Black, Text 1 and Bold.
  6. Select cells A3 to F5. Fill it with Blue color. Set text color as White and Bold.
  7. Select cells A6 to F6. Fill it with Light Green color. Set text color as Black.
  8. Select cells A6 to F6. Fill it with Light Blue color. Set text color as Black.
  9. Drag the item, Class from the expanded Design Objects node and drop it into the cell number A3.
  10. Drag the item, Object ID from the expanded Design Objects node and drop it into the cell number A6.
  11. Drag the item, Design Object Description from the expanded Design Objects node and drop it into the cell number A7.
  12. Expand the Light Items node of the selected information source.
  13. Click on cell number B3 and enter the description of a alpha numeric technical attribute connected with the class. (via object class, technical class connection).
  14. Drag the item, Value (Alpha-Numeric) from the expanded Light Items Objects node and drop it into the cell number B6.
  15. Click on cell number B6 and open up the Filter Criteria tab for the design cell. Drag the item Attribute from expanded Light Items node in to the Display Item column of the first filter row. Select the operator '=' and enter condition as Fact_Plant_Tech_Spec.Attribute = '0000000001' (0000000001 stands for exact attribute ID). Drag the item Attribute Description from expanded Light Items node in to the Display Item column of the second filter row. Select the operator '=' and enter condition as Fact_Plant_Tech_Spec.Description = 'Fluid' (Fluid stands for exact attribute Description).
Display Item Condition
FACT_PLANT_TECH_SPEC.ATTRIBUTE ='0000000001'
FACT_PLANT_TECH_SPEC.DESCRIPTION ='Fluid'
  1. Click on cell number B4 and enter the description of a numeric technical attribute connected with the class. (via object class, technical class connection).
  2. Drag the item, Value (Numeric) from the expanded Light Items Objects node and drop it into the cell number B7.
  3. Click on cell number B7 and open up the Filter Criteria tab for the design cell. Drag the item Attribute from expanded Light Items node in to the Display Item column of the first filter row. Select the operator '=' and enter condition as Fact_Plant_Tech_Spec.Attribute = '0000000002' (0000000002 stands for exact attribute ID). Drag the item Attribute Description from expanded Light Items node in to the Display Item column of the second filter row. Select the operator '=' and enter condition as Fact_Plant_Tech_Spec.Description = 'Temperature' (Temperature stands for exact attribute Description).
Display Item Condition
FACT_PLANT_TECH_SPEC.ATTRIBUTE ='0000000002'
FACT_PLANT_TECH_SPEC.DESCRIPTION ='Temperature'
  1. Repeat the steps 13 and 16 on cell numbers C3 to F3 for different alpha numeric attributes and on cell numbers C4 to F4 for different numeric attributes.
  2. Repeat the steps 14-15 and 16-17 in the respective cell numbers of row 6 and 7.
  3. Execute the report. Verify the accuracy of data.
  4. Go to the Design Mode. Select Save and Publish Report button. Enter a Report ID and a Report Name. Save and publish the report.