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Factelligence Reports in

Wonderware Information Server

Invensys Systems, Inc.

Revision D
Last Revision: 12/1/08

Copyright
2008 Invensys Systems, Inc. All Rights Reserved.
All rights reserved. No part of this documentation shall be reproduced, stored in a
retrieval system, or transmitted by any means, electronic, mechanical,
photocopying, recording, or otherwise, without the prior written permission of
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the use of the information contained herein. Although every precaution has been
taken in the preparation of this documentation, the publisher and the author
assume no responsibility for errors or omissions. Neither is any liability assumed
for damages resulting from the use of the information contained herein.
The information in this documentation is subject to change without notice and does
not represent a commitment on the part of Invensys Systems, Inc. The software
described in this documentation is furnished under a license or nondisclosure
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of these agreements.

Invensys Systems, Inc.


26561 Rancho Parkway South
Lake Forest, CA 92630 U.S.A.
(949) 727-3200
http://www.wonderware.com
For comments or suggestions about the product documentation, send an e-mail
message to productdocs@wonderware.com.

Trademarks
All terms mentioned in this documentation that are known to be trademarks or
service marks have been appropriately capitalized. Invensys Systems, Inc. cannot
attest to the accuracy of this information. Use of a term in this documentation
should not be regarded as affecting the validity of any trademark or service mark.
Alarm Logger, ActiveFactory, ArchestrA, Avantis, DBDump, DBLoad, DT Analyst,
Factelligence, FactoryFocus, FactoryOffice, FactorySuite, FactorySuite A2, InBatch,
InControl, IndustrialRAD, IndustrialSQL Server, InTouch, MaintenanceSuite,
MuniSuite, QI Analyst, SCADAlarm, SCADASuite, SuiteLink, SuiteVoyager,
WindowMaker, WindowViewer, Wonderware, Wonderware Factelligence, and
Wonderware Logger are trademarks of Invensys plc, its subsidiaries and affiliates.
All other brands may be trademarks of their respective owners.

Contents

Welcome............................................ 5
Documentation Conventions...............................................5
Technical Support ...............................................................6

Chapter 1 Using Factelligence Reports in Wonderware


Information Server .............................. 7
Using Factelligence Reports in Reporting Services...........7
Installing Factelligence Wonderware Information Server
Components ......................................................................8
Downtime Analysis Report ...............................................10
Genealogy by Work Order Report ....................................14
OEE Analysis Report ........................................................18
Time Duration Format ...................................................22
Supporting Tabular Data...............................................23
OEE by Shift Trend Report...............................................25
OEE Details Report...........................................................29
Time Duration Format ...................................................36
Supporting Tabular Data...............................................37
Production by Entity Report .............................................39
Production Event Summary for Utilization Report.........42
Time Duration Format ...................................................51
Supporting Tabular Data...............................................51

Wonderware Factelligence Integration Guide

Contents

Chapter 2 Starting Factelligence Manager from WIS ...55


Chapter 3 Viewing Factelligence Reports in Table
Weaver ............................................57
Listing Downtime Reason Groups....................................57
Listing Entities..................................................................58
Listing Items and Lots Associated with an Item.............58
Listing Lots........................................................................59
Listing Work Order IDs ....................................................59
Searching for Entity Names .............................................60
Searching for Entity Names with Date Time Filter for
OEE.................................................................................60
Using Wildcard Characters in Searches ..........................61

Wonderware Factelligence Integration Guide

Welcome

This guide shows you how to view Factelligence reports with


either the Reporting Services feature or the Table Weaver
feature of Wonderware Information Server (WIS).
This guide assumes you know how to use Microsoft Windows,
including navigating menus, moving from application to
application, and moving objects on the screen. If you need
help with these tasks, see the Microsoft online help.
You can view this document online or you can print it, in part
or entirely, by using the print feature in Adobe Acrobat
Reader.

Documentation Conventions
This documentation uses the following conventions:
Convention

Used for

Initial Capitals

Paths and file names.

Bold

Menus, commands, dialog box names,


and dialog box options.

Monospace

Code samples and display text.

Factelligence Reports in Wonderware Information Server

Welcome

Technical Support
Wonderware Technical Support offers a variety of support
options to answer any questions on Wonderware products
and their implementation.
Before you contact Technical Support, refer to the relevant
section(s) in this documentation for a possible solution to the
problem. If you need to contact technical support for help,
have the following information ready:

The type and version of the operating system you are


using.

Details of how to recreate the problem.

The exact wording of the error messages you saw.

Any relevant output listing from the Log Viewer or any


other diagnostic applications.

Details of what you did to try to solve the problem(s) and


your results.

If known, the Wonderware Technical Support case


number assigned to your problem, if this is an ongoing
problem.

Factelligence Reports in Wonderware Information Server

Chapter 1
Using Factelligence Reports in
Wonderware Information Server

You can view Factelligence reports with either the Reporting


Services feature or the Table Weaver feature of Wonderware
Information Server (WIS).
Factelligence reports can show you:

Production data for all shifts for specified entities and


items.

Genealogy to track specified items.

OEE data.

Production event summaries for Utilization

Using Factelligence Reports in Reporting


Services
You can view Factelligence reports in Reporting Services if
you set up Wonderware Information Server (WIS) to use the
Microsoft Reporting Services feature, and, installed
Information Server components when installing
Factelligence.

Factelligence Reports in Wonderware Information Server

Chapter 1 Using Factelligence Reports in Wonderware Information Server

Installing Factelligence Wonderware


Information Server Components
To view Factelligence reports through the Wonderware
Information Server (WIS) you must have Factelligence WIS
components installed.
You can run the Factelligence installation at any time to
install the WIS components.
Note You must have Wonderware Information Server (WIS)
installed and configured properly before installing the
Factelligence WIS components.
To Install WIS Components:
1

Run the Factelligence installation program.

Click Next until you get to the Select Installation


Type window.

Select the Create a Report Server check box.

Select the Custom button.

Verify that all three items under the Wonderware


Information Server Contents group are indicating
that they will be installed. They are:
Manager Menu Items

Table Weaver Reports

Factelligence Reports in Wonderware Information Server

Installing Factelligence Wonderware Information Server Components

Reporting Services Reports

Continue until Factelligence installation is complete.


Once installation of the WIS components are complete you
can view the following:
6

Downtime Analysis Report

Genealogy by Work Order Report

OEE Analysis Report

OEE by Shift Trend Report

OEE Details Report

Production by Entity Report

Production Event Summary for Utilization Report

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Chapter 1 Using Factelligence Reports in Wonderware Information Server

Downtime Analysis Report


The Downtime Analysis report shows down time data over a
given period for selected parameters.
A down time event may not end within the given period. The
end of the period is extended to include the full range of the
longest event.
The Downtime Analysis report shows:

The time, number of occurrences, and percentage of total


time in each Downtime state reason, grouped and totaled
by state group.

Overall total duration and number of occurrences.

For each reason group, two bar graphs show the top 10
durations by reason group and the top 10 durations by
reason.
To show the Downtime Analysis report
1

Open the WIS portal.

In the System pane, expand Reports, then


Factelligence, and click Downtime Analysis. This will
display the Date Time and Filter Screen in the main
pane.

In the Date Time section enter the Start Time and End
Time, or enter the Start Time and select the Relative
Time Range, for the report.

Factelligence Reports in Wonderware Information Server

Downtime Analysis Report

11

Select the Time Zone. This will convert the times of your
Date Time & Filter query result into the time zone
which you select. A globe/exclamation icon indicator will
appear next to the Date Time Filter selection to indicate
your change in the default time zone.

In the Filter section enter pattern search values in the


following:
Item Name Pattern: Produced item name

Shift Name Pattern: Shift name

Entity Pattern: Entity name

Work OrderID Pattern: Work order ID

Note Pattern parameter searches allow you to narrow down

the list of possible values by selecting only values that match


the specified Wildcard Pattern. For more information on
wildcard pattern searches, see Using Wildcard Characters in
Searches on page 61.
6

You can also select values directly from your database in


the following:
Items List: (Default ALL)

Shift Name List: (Default ALL)

Entities List: (Default ALL)

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Chapter 1 Using Factelligence Reports in Wonderware Information Server

Work OrderID List: (Default ALL)

You can select values from your database in the above


mentioned list boxes by:
Changing the Do not auto-populate list boxes radio
button to False (Default True).
Then change the specific list item radio button to True
(Default False).
Click the drop down arrow next to the list text box to
display your available database values.
Caution Depending on the size and variety of your database,
displaying list fields could become very large and effect overall
performance. To avoid this, the Do Not Auto-populate List Boxes
filter option is set to True by default.
7

Show Filter Criteria:


True (Default) - Display your reports filter criteria at
the top of the generated report.

Show Expanded: You may select to choose between


having your generated reports open fully expanded
(True) or collapsed (False):
True - Display the generated reports fully expanded.

False - Do not show filter criteria in generated report.

False (Default) - Have the generated reports


collapsed in the report tree result to be individually
opened for viewing.

Click Execute. The report is generated and shows a tree


of reason groups and the following information:
Reason Group Name

Freq: Total count of occurrences over the specified


time period.

Duration: Total down time (resolution in minutes)


for the specified time period.

% of Total: percentage of total down time over the


specified time period.

10 Click on a reason group in the tree to show more detail in

the table. The table shows the following:


Reason State

Freq: Total count of occurrences over the specified


time period.

Duration: Total down time (resolution in minutes)


for the specified time period.

% of Total: percentage of total down time over the


specified time period.

Factelligence Reports in Wonderware Information Server

Downtime Analysis Report

13

Below the table, a bar chart shows the top 10 downtime


durations sorted by reason group. The bar chart maps the
reason groups on the y-axis with the percentage down time
on the x-axis of the bar chart.
Below the bar chart, another bar chart shows the top 10
down time durations sorted by reason state. The bar chart
maps the reason states on the y-axis with the percentage
down time on the x-axis of the bar chart.

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Chapter 1 Using Factelligence Reports in Wonderware Information Server

Genealogy by Work Order Report


You use the Genealogy by Work Order report to show which
(source) items were consumed directly and indirectly to
produce a destination item.
To enable genealogy, you must ensure that produced items of
the same production level share a common operation ID,
Work Order ID, Sequence Number and Lot Number.
The following criterion is being used to establish the correct
linkage:
item_prod.wo_id = item_cons.wo_id AND
item_prod.oper_id = item_cons.oper_id AND
item_prod.seq_no = item_cons.seq_no AND
item_prod.lot_no = item_cons.fg_lot_no

The Genealogy by Work Order report shows for any specified


produced item of a specified grade and status, all consumed
items that went into its production.
Note Genealogy does not take into account Sublots.
To show the Genealogy by Work Order report
1

Open the WIS portal.

In the System pane, expand Reports, then


Factelligence, and click Genealogy by Work Order.
This will display the Date Time and Filter Screen in the
main pane.

In the Date Time section enter the Start Time and End
Time, or enter the Start Time and select the Relative
Time Range, for the report.

Factelligence Reports in Wonderware Information Server

Genealogy by Work Order Report

15

Select the Time Zone. This will convert the times of your
Date Time & Filter query result into the time zone
which you select. A globe/exclamation icon indicator will
appear next to the Date Time Filter selection to indicate
your change in the default time zone.

In the Filter section enter pattern search values in the


following:
Item Name Pattern: Item name

Work Order Id Pattern: Work order ID

Entity Pattern: Entity name

Note Pattern parameter searches allow you to narrow down the


list of possible values by selecting only values that match the
specified Wildcard Pattern. For more information on wildcard
pattern searches, see Using Wildcard Characters in Searches on
page 61.
6

You can also select values directly from your database in


the following:
Item Name List: (Default ALL)

Work OrderID List: (Default ALL)

Entities List: (Default ALL)

You can select values from your database in the above


mentioned list boxes by:
Changing the Do not auto-populate list boxes radio
button to False (Default True).
Then change the specific list item radio button to True
(Default False).
Click the drop down arrow next to the list text box to
display your available database values.

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Chapter 1 Using Factelligence Reports in Wonderware Information Server

Note Depending on the size and variety of your database,


displaying list fields could become very large and effect overall
performance. To avoid this, the Do Not Auto-populate List Boxes
filter option is set to True by default.
7

Show Filter Criteria:


True (Default) - Display your reports filter criteria at
the top of the generated report.

Show Expanded: You may select to choose between


having your generated reports open fully expanded
(True) or collapsed (False):
True - Display the generated reports fully expanded.

False - Do not show filter criteria in generated report.

False (Default) - Have the generated reports


collapsed in the report tree result to be individually
opened for viewing.

Click Execute. The report is generated and shows a tree


of work order IDs that match the filter.

10 Click on a work order ID in the tree to show more detail

on the produced item groups that use the specified work


order ID.
11 Click on a produced item group to show its related data in

a table.
The table shows in the header:

Produced Lot

Target Entity Name

Grade Description

Status Description

Produced Quantity & Units

The table also shows all consumed items that went into
the production of the selected produced item group. For
each consumed item, you can see:

Item ID and Description

Lot

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Genealogy by Work Order Report

17

Entity Name

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Chapter 1 Using Factelligence Reports in Wonderware Information Server

OEE Analysis Report


The OEE Analysis report will display the Overall Equipment
Effectiveness grouped by entity over a specified period of
time.
The report will show:

Efficiency Analysis Bar Chart displaying the four KPIs


for every entity that matches the filter criteria.

% OEE

% Utilization

% Performance

% Quality

OEE Trend Line Chart will display the OEE% per time
period for each entity that matches the filter criteria.

To show the OEE Analysis report


1

Open the WIS portal.

In the System pane, expand Reports, then


Factelligence, and click OEE Analysis. This will
display the Date Time and Filter Screen in the main
pane.

In the Date Time section enter the Start Time and End
Time, or enter the Start Time and select the Relative
Time Range, for the report.

Note If the selected start time for the report is not a whole hour
the report will use the collected statistical data back from the
beginning of the hour. If the selected end time is not a whole hour
the report will go forward and utilize the collected statistical
data up to the beginning of the next hour.

Factelligence Reports in Wonderware Information Server

OEE Analysis Report

19

Select the Time Zone. This will convert the times of your
Date Time & Filter query result into the time zone
which you select. A globe/exclamation icon indicator will
appear next to the Date Time Filter selection to indicate
your change in the default time zone.

In the Filter section enter the specific values for the


following:
Entity Name: Entity Name

Work Order ID: Work Order ID

Shift Desc: Shift Description

Item ID: Item name

You can also select values directly from your database for
the following:

Entity Name: (Default ALL)

Work Order ID: (Default ALL)

Shift Desc: (Default ALL)

Item ID: (Default ALL)

You can select values from your database in the above


mentioned list boxes by changing the Do not
auto-populate list boxes radio button to False (Default
True).
Click the drop down arrow next to the list text box to
display your available database values.
Caution Depending on the size and variety of your database,
displaying list fields could become very large and effect overall
performance. To avoid this, the Do Not Auto-populate List Boxes
filter option is set to True by default.
6

Report Sections Selection - Select the reports sections


you want to display:
All (Default)

Data Filtering Criteria

Efficiency Analysis

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Chapter 1 Using Factelligence Reports in Wonderware Information Server

OEE Trend

Time Resolution Selection:


Day

Shift (Default)

Hour

Prior consideration must be taken into account to properly


report OEE Analysis and OEE Details when making your
Time Resolution selection.
Two general system parameters determine whether the
system will go into Shift or Hour storage mode for recording
production (good and reject). They are:

Maintain distinct good production records

Maintain distinct reject production records

If these two parameter attributes are set to True/Yes


(Default) the system will go into hourly data storage mode.
All production (good or reject) is then stored in hourly
buckets that it is related to.
By changing the two parameters attributes to False/No, the
system will go into shift data storage mode. All production is
then stored in the first hourly bucket in the database for that
shift, regardless of how many hours there are in a shift.
Note The OEE Analysis and OEE Details reports will display some
invalid data if the Time Resolution is set to Hour and the data
storage mode was Shift while generating the data in the
Factelligence database.

In Shift mode it is recommended you only set Time


Resolution to Shift or Day (Shift is the default value).
The OEE Analysis and OEE Details report will correctly
display the 4 KPIs per hour (Time Resolution = Hour) if the
data in the Factelligence Database was recorded while in the
hour data storage mode.

Factelligence Reports in Wonderware Information Server

OEE Analysis Report

21

Click Execute.

The report is generated and displays:

Data Filtering Criteria: The Start, End or Time Range


specified for the report.

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Chapter 1 Using Factelligence Reports in Wonderware Information Server

Efficiency Analysis: This bar chart will show the four


KPIs calculated for each entity that matches the filter
criteria.

Note Additional data can be retrieved from this chart. See


Supporting Tabular Data on page 23.

OEE Trend: This line chart will show a separate OEE%


trend per Entity based on the Time Resolution selected.

Note Additional data can be retrieved from this chart. See


Supporting Tabular Data on page 23.

Time Duration Format


All report items that display time durations will show the
time in hh:mm:ss format unless identified differently in the
column header or chart label.

Days and hours will be shown (calculated to) as hours


(hh) with at least 2 digits.

Minutes (mm) will be displayed with two digits.

Seconds (ss) will be displayed with two digits.

For example:

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OEE Analysis Report

23

2 days, 15 hours, 45 minutes, and 36 seconds would


look like: 63:45:36

36 seconds would look like: 00:00:36

45 minutes and 36 seconds would look like: 00:45:36

Supporting Tabular Data


You can retrieve additional detailed information from each
chart. By clicking the chart titles, or entity bars or lines
represented in the charts you will be redirected to more
detailed supporting information.

OEE Analysis by Period Reports


By clicking on the Efficiency Analysis or OEE Trend
chart titles you will be redirected to a detailed OEE
Analysis by Period report.
This tabular data represents the data used to compile the
chart and can be exported for use in other applications.

Once displayed, you can then save this data to a file type of
your choice for use in other application.
How to export (save) your data to file
1

Above the data displayed in the OEE Analysis by


Period report is a report utility bar. Specify the type of
file you want by selecting the arrow next to the Select a
format drop down text box to display the file types
available. Select a file type.

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Chapter 1 Using Factelligence Reports in Wonderware Information Server

Click the Export link to display the File Download dialog


box. Follow the prompts to save the file.

OEE Details Reports


By clicking on individual entity bars or trend lines in the
charts displayed will redirect you to corresponding OEE
Details Report for the entity or trend selected.

Factelligence Reports in Wonderware Information Server

OEE by Shift Trend Report

25

OEE by Shift Trend Report


You use the OEE by Shift Trend report to show data related
to the determination of the Overall Equipment Effectiveness
of a given entity for all shifts that started within the given
time period.
The report shows the following key performance indicators
(KPIs) as a table and a line chart. Both are grouped by entity,
day, and shift over a specified time period.

% OEE

% Utilization

% Performance

% Quality

To show the OEE by Shift Trend report


1

Open the WIS portal.

In the System pane, expand Reports, then


Factelligence, and click OEE by Shift Trend. This will
display the Date Time and Filter Screen in the main
pane.

In the Date Time section enter the Start Time and End
Time, or enter the Start Time and select the Relative
Time Range, for the report.

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Chapter 1 Using Factelligence Reports in Wonderware Information Server

Select the Time Zone. This will convert the times of your
Date Time & Filter query result into the time zone
which you select. A globe/exclamation icon indicator will
appear next to the Date Time Filter selection to indicate
your change in the default time zone.

In the Filter section enter pattern search values in the


following:
Work OrderID Pattern: Work order ID

Entity Pattern: Entity name

Shift Name Pattern: Shift name

Note Pattern parameter searches allow you to narrow down

the list of possible values by selecting only values that match


the specified Wildcard Pattern. For more information on
wildcard pattern searches, see Using Wildcard Characters in
Searches on page 61.
6

You can also select values directly from your database in


the following:
Work OrderID List: (Default ALL)

Entities List: (Default ALL)

Shift Name List: (Default ALL)

You can select values from your database in the above


mentioned list boxes by:
Changing the Do not auto-populate list boxes radio
button to False (Default True).
Then change the specific list item radio button to True
(Default False).
Click the drop down arrow next to the list text box to
display your available database values.

Factelligence Reports in Wonderware Information Server

OEE by Shift Trend Report

27

Note Depending on the size and variety of your database,


displaying list fields could become very large and effect overall
performance. To avoid this, the Do Not Auto-populate List Boxes
filter option is set to True by default.
7

Show Filter Criteria:


True (Default) - Display your reports filter criteria at
the top of the generated report.

Show Expanded: You may select to choose between


having your generated reports open fully expanded
(True) or collapsed (False):
True - Display the generated reports fully expanded.

False - Do not show filter criteria in generated report.

False (Default) - Have the generated reports


collapsed in the report tree result to be individually
opened for viewing.

Click Execute. The report is generated and shows a tree


of entities that match the filter.

10 Click on an entity in the tree to show more detail on the

four KPIs in a table and a chart.


For each day and shift combination, the table shows the
following data:

Date

Shift: Includes shift description and ID.

% Util

% Perf

% Quality

% OEE

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Chapter 1 Using Factelligence Reports in Wonderware Information Server

Below the table, a line chart shows the KPIs as data series. It
maps the date and shift combinations on the x-axis with the
OEE percentages on the y-axis of the line chart.

Factelligence Reports in Wonderware Information Server

OEE Details Report

29

OEE Details Report


The OEE Details report is used to display the Overall
Equipment Effectiveness grouped by shift, day or hour over a
specified period of time.
The report will show:

Efficiency Trend displaying the 4 KPIs over the


selected time period

% OEE

% Utilization

% Performance

% Quality

Efficiency Losses Bar Chart showing total utilization


time grouped in 8 categories:

Idle Time

Scheduled Time

Operating Time

Downtime

Net Operating Time

Fully Productive Time

Speed Losses

Quality Losses

Downtime Events Duration Bar Chart showing total


duration by reason code for all downtime events.

Runtime Events Duration Bar Chart showing total


duration by reason code for all runtime events.

OEE Detailed Information Table

To show the OEE Details report


1

Open the WIS portal.

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Chapter 1 Using Factelligence Reports in Wonderware Information Server

In the System pane, expand Reports, then Factelligence,


and click OEE Details. This will display the Date Time
and Filter Screen in the main pane.

In the Date Time section enter the Start Time and End
Time, or enter the Start Time and select the Relative
Time Range, for the report.

Note If the selected start time for the report is not a whole hour
the report will use the collected statistical data back from the
beginning of the hour. If the selected end time is not a whole hour
the report will go forward and utilize the collected statistical
data up to the beginning of the next hour.
4

Select the Time Zone. This will convert the times of your
Date Time & Filter query result into the time zone
which you select. A globe/exclamation icon indicator will
appear next to the Date Time Filter selection to indicate
your change in the default time zone.

In the Filter section enter the specific values for the


following:
Entity Name: Entity Name

Work Order ID: Work Order ID

Shift Desc: Shift Description

Factelligence Reports in Wonderware Information Server

OEE Details Report

31

Item ID: Item ID

You can also select values directly from your database for
the following:

Entity Name: (Default ALL)

Work Order ID: (Default ALL)

Shift Desc: (Default ALL)

Item ID: (Default ALL)

You can select values from your database in the above


mentioned list boxes by changing the Do not
auto-populate list boxes radio button to False (Default
True).
Click the drop down arrow next to the list text box to
display your available database values.
Caution Depending on the size and variety of your database,
displaying list fields could become very large and effect overall
performance. To avoid this, the Do Not Auto-populate List Boxes
filter option is set to True by default.
6

Report Sections Selection - Select the reports sections


you want to display:
All (Default)

Data Filtering Criteria

Efficiency Trend

Efficiency Losses

Event Categories

OEE Detailed Information

Show Expanded: You may select to choose between


having your generated reports open fully expanded
(True) or collapsed (False):
True - Display the generated reports fully expanded.

False (Default) - Have the generated reports


collapsed in the report tree result to be individually
opened for viewing.

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Chapter 1 Using Factelligence Reports in Wonderware Information Server

Click Execute.

The report is generated and displays:

Factelligence Reports in Wonderware Information Server

OEE Details Report

33

Data Filtering Criteria: The Start and End Time or


Time Range you specified for the report.

Efficiency Trend Chart: The chart will show the 4


KPIs over the specified time range calculated per period
as defined by the Time Resolution parameter.

Prior consideration must be taken into account to properly


report OEE Analysis and OEE Details when making your
Time Resolution selection.
Two general system parameters determine whether the
system will go into Shift or Hour storage mode for recording
production (good and reject). They are:

Maintain distinct good production records

Maintain distinct reject production records

If these two parameter attributes are set to True/Yes


(Default) the system will go into hourly data storage mode.
All production (good or reject) is then stored in hourly
buckets that it is related to.
By changing the two parameters attributes to False/No, the
system will go into shift data storage mode. All production is
then stored in the first hourly bucket in the database for that
shift, regardless of how many hours there are in a shift.
Note The OEE Analysis and OEE Details reports will display some
invalid data if the Time Resolution is set to Hour and the data
storage mode was Shift while generating the data in the
Factelligence database.

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Chapter 1 Using Factelligence Reports in Wonderware Information Server

In Shift mode it is recommended you only set Time


Resolution to Shift or Day (Shift is the default value).
Note Additional data can be retrieved from this chart. See
Supporting Tabular Data on page 37.

Efficiency Losses Bar Chart: The chart will show


eight horizontal bars corresponding to the total duration
calculated from the following production events:

Idle Time

Scheduled Time

Operating Time

Downtime

Net Operating Time

Fully Productive Time

Speed Losses

Quality Losses

Note Additional data can be retrieved from this chart. See


Supporting Tabular Data on page 37.

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OEE Details Report

35

Downtime Events Duration Bar Chart: This chart


will show horizontal bars corresponding to the total
duration of events grouped by reason code, where each
one of the reason codes corresponds to a downtime
utilization state.

Note Additional data can be retrieved from this chart. See


Supporting Tabular Data on page 37.

Runtime Events Duration Bar Chart: This chart will


show horizontal bars corresponding to the total duration
of events grouped by reason code, where each one of the
reason codes corresponds to a runtime utilization state.

Note Additional data can be retrieved from this chart. See


Supporting Tabular Data on page 37.

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Chapter 1 Using Factelligence Reports in Wonderware Information Server

OEE Detailed Information Table: The OEE Details


Table shows the detailed information for each time period
(based on Time Resolution parameter) along with
summary information grouped per day and by the time
resolution selected. The table will display:

Period Label that identifies the grouping period

Scheduled Time

Operating Time

Good Units

Bad Units

Total Units

Availability%

Performance%

Quality%

OEE%

Time Duration Format


All report items that display time durations will show the
time in hh:mm:ss format unless identified differently in the
column header or chart label.

Factelligence Reports in Wonderware Information Server

OEE Details Report

37

Days and hours will be shown (calculated to) as hours


(hh) with at least 2 digits.

Minutes (mm) will be displayed with two digits.

Seconds (ss) will be displayed with two digits.

For example:

2 days, 15 hours, 45 minutes, and 36 seconds would


look like: 63:45:36

36 seconds would look like: 00:00:36

45 minutes and 36 seconds would look like: 00:45:36

Supporting Tabular Data


You can retrieve additional detailed information from each
chart. By clicking the chart titles, or entity bars or lines
represented in the charts you will be redirected to more
detailed supporting information.

OEE Analysis by Period Reports


By clicking on the Efficiency Trend, Efficiency Losses,
Downtime Events Duration or Runtime Events
Duration chart titles you will be redirected to a detailed
OEE Analysis by Period report. This tabular data
represents the data used to compile the chart and can be
exported for use in other applications.

Once displayed, you can then save this data to a file type of
your choice for use in other application.

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How to export (save) your data to file


1

Above the data displayed in the OEE Analysis by


Period report is a report utility bar. Specify the type of
file you want by selecting the arrow next to the Select a
format drop down text box to display the file types
available. Select a file type.

Click the Export link to display the File Download dialog


box. Follow the prompts to save the file.

OEE Details Reports


By clicking on individual entity bars or trend lines in the
charts displayed will redirect you to corresponding OEE
Details Report for the entity or trend selected.

Factelligence Reports in Wonderware Information Server

Production by Entity Report

39

Production by Entity Report


You use the Production by Entity report to show production
data for all shifts that started within the given period for
selected entities and items.
The report shows, for each item on each entity, the units
produced, units rejected, and the calculated percentage
quality in a table.
To show the Production by Entity report
1

Open the WIS portal.

In the System pane, expand Reports, then


Factelligence, and click Production by Entity. This
will display the Date Time and Filter Screen in the
main pane.

In the Date Time section enter the Start Time and End
Time, or enter the Start Time and select the Relative
Time Range, for the report.

Select the Time Zone. This will convert the times of your
Date Time & Filter query result into the time zone
which you select. A globe/exclamation icon indicator will
appear next to the Date Time Filter selection to indicate
your change in the default time zone.

In the Filter section enter pattern search values in the


following:

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Chapter 1 Using Factelligence Reports in Wonderware Information Server

Item Name Pattern: Produced item name

Entity Pattern: Entity name

Note Pattern parameter searches allow you to narrow down the


list of possible values by selecting only values that match the
specified Wildcard Pattern. For more information on wildcard
pattern searches, see Using Wildcard Characters in Searches on
page 61.
6

You can also select values directly from your database in


the following:
Items List: (Default ALL)

Entities List: (Default ALL)

You can select values from your database in the above


mentioned list boxes by:
Changing the Do not auto-populate list boxes radio
button to False (Default True).
Then change the specific list item radio button to True
(Default False).
Click the drop down arrow next to the list text box to
display your available database values.
Caution Depending on the size and variety of your database,
displaying list fields could become very large and effect overall
performance. To avoid this, the Do Not Auto-populate List Boxes
filter option is set to True by default.
7

Show Filter Criteria:


True (Default) - Display your reports filter criteria at
the top of the generated report.

Show Expanded: You may select to choose between


having your generated reports open fully expanded
(True) or collapsed (False):
True - Display the generated reports fully expanded.

False - Do not show filter criteria in generated report.

False (Default) - Have the generated reports


collapsed in the report tree result to be individually
opened for viewing.

Click Execute. The report is generated and shows a tree


of entities.

10 Click on an entity in the tree to show more detail in a

table. The table shows the following:


Item Name

Item Description

Units: Optional Units of Measure abbreviation.

Factelligence Reports in Wonderware Information Server

Production by Entity Report

41

Production: Total units produced over the specified


time period with good quality.

Rejects: Total units produced as not good production


over the specified time period.

% Quality: calculated value = production /


(production + rejects).

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Chapter 1 Using Factelligence Reports in Wonderware Information Server

Production Event Summary for Utilization


Report
The Production Event Summary for Utilization report is used
to display production events over a specified period of time.
The report will show:

Bar Chart displaying Top 10 events by reason.

Bar Chart displaying Top 10 event durations by reason.

Stacked Bar Chart displaying chronological event


durations by entity.

Pareto Chart displaying event counts and/or durations by


Pareto high or low grouping.

Data table of event details grouped by Pareto high or low


grouping

To show the Production Event Summary for Utilization report


1

Open the WIS portal.

In the System pane, expand Reports, then


Factelligence, and click Production Event Summary
for Utilization. This will display the Date Time and
Filter Screen in the main pane.

Factelligence Reports in Wonderware Information Server

Production Event Summary for Utilization Report

43

In the Date Time section enter the Start Time and End
Time, or enter the Start Time and select the Relative
Time Range, for the report.
00:00 - 07:00
Report will include:
ProdEvent_001, ProdEvent_002, ProdEvent_003

01:00
Start Time for Report

06:00
End Time for Report

00:00 - 02:30
ProdEvent_001
00:00

01:00

02:30 - 05:30
ProdEvent_002
02:00

03:00

04:00

05:30 - 07:00
ProdEvent_003
05:00

06:00

10/14/2008 11:00:00 PM

07:00
10/15/2008 8:00:00 AM

Note Any job that partially falls within the selected time range
will have the entire job data included in the selected report.
4

Select the Time Zone. This will convert the times of your
Date Time & Filter query result into the time zone
which you select. A globe/exclamation icon indicator will
appear next to the Date Time Filter selection to indicate
your change in the default time zone.

In the Filter section enter the specific values for the


following:
Reason Group Desc: Reason Group Description

Shift Desc: Shift Description

Work Order ID: Work Order ID

Util State Desc: Utilization State

Reason Desc: Reason Description

Entity Name: Entity name

Item ID: Item ID

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Chapter 1 Using Factelligence Reports in Wonderware Information Server

User ID: User ID

You can also select values directly from your database for
the following:

Reason Group Desc: (Default ALL)

Shift Desc: (Default ALL)

Util State Desc: (Default ALL)

Reason Desc: (Default ALL)

Entity Name: (Default ALL)

Item ID: (Default ALL)

User ID: (Default ALL)

You can select values from your database in the above


mentioned list boxes by changing the Do not
auto-populate list boxes radio button to False (Default
True).
Click the drop down arrow next to the list text box to
display your available database values.
Caution Depending on the size and variety of your database,
displaying list fields could become very large and effect overall
performance. To avoid this, the Do Not Auto-populate List Boxes
filter option is set to True by default.
6

Select Loss Type:


ALL (Default)

Availability Loss

Performance Loss

Idle

Select Pareto Count/Duration:


Count

Duration

Count, Duration (Default)

Duration, Count

Select Pareto Low Level Grouping:


Reason Group Desc

Reason Desc (Default)

Util State Desc

Shift Desc

Entity Name

Loss Type

Item ID

Work Order ID

User ID

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Production Event Summary for Utilization Report

45

Note Selecting to group by Work Order ID will allow the user to


see duplicate events for the same utilization state and entity that
only differ in Work Order.
9

Select Min Event Duration (sec.):


Default 30 sec.

10 Select Report Sections Selection: Select the reports

sections you want to display:


All (Default)

Data Filtering Criteria

Events Count

Events Duration

Utilization Reasons Gantt Chart

Pareto Chart

11 Pareto Top Count:

Default 0

12 Pareto High Level Grouping (Select):

N/A (Default)

Reason Group Desc

Util State Desc

Shift Desc

Entity Name

Loss Type

Item ID

Work Order ID

User ID

Note Selecting to group by Work Order ID will allow the user to


see duplicate events for the same utilization state and entity that
only differ in Work Order.
13 Events Detail Order (Select):

Ascending (Default)

Descending

14 Show Expanded: You may select to choose between

having your generated reports open fully expanded


(True) or collapsed (False):
True - Display the generated reports fully expanded.

False (Default) - Have the generated reports


collapsed in the report tree result to be individually
opened for viewing.

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Chapter 1 Using Factelligence Reports in Wonderware Information Server

15 Click Execute.

Factelligence Reports in Wonderware Information Server

Production Event Summary for Utilization Report

47

The report is generated and displays:

Data Filtering Criteria: The Start and End Time or


Time Range you specified for the report.

Events Count Bar Chart: This bar chart will display up


to 10 horizontal bars corresponding to the top 10 event
counts by reason.

Note Additional data can be retrieved from this chart. See


Supporting Tabular Data on page 51.

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Chapter 1 Using Factelligence Reports in Wonderware Information Server

Events Duration Bar Chart: This bar chart will


display up to 10 horizontal bars corresponding to the top
10 event durations by reason.

Note Additional data can be retrieved from this chart. See


Supporting Tabular Data on page 51.

Utilization Reasons Gantt Chart: This horizontal bar


chart displays a chronological view of the time evolution
of the reason codes for each of the entities that match the
filter criteria over the selected period of time.

Note Additional data can be retrieved from this chart. See


Supporting Tabular Data on page 51.

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Production Event Summary for Utilization Report

49

Pareto Bar Chart: The Pareto chart displays the count


and/or duration of events in a horizontal bar chart. Each
bar represents the number or duration of events for the
low level grouping specified by the user or a specified
high level grouping (optional).

Note Additional data can be retrieved from this chart. See


Supporting Tabular Data on page 51.

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Chapter 1 Using Factelligence Reports in Wonderware Information Server

Event Details Table: The Event Details Table displays


detailed information for each event along with summary
information for the grouping levels in the Event Details
order selected.

Three levels of grouping will be implemented:

Top Level grouping corresponds to the High Level


Grouping as defined for the Pareto Chart.

Second Level grouping corresponds to the Low Level


Grouping as defined for the Pareto Chart.

Lowest level grouping is per Entity.

Factelligence Reports in Wonderware Information Server

Production Event Summary for Utilization Report

51

Time Duration Format


All report items that display time durations will show the
time in hh:mm:ss format unless identified differently in the
column header or chart label.

Days and hours will be shown (calculated to) as hours


(hh) with at least 2 digits.

Minutes (mm) will be displayed with two digits.

Seconds (ss) will be displayed with two digits.

For example:

2 days, 15 hours, 45 minutes, and 36 seconds would


look like: 63:45:36

36 seconds would look like: 00:00:36

45 minutes and 36 seconds would look like: 00:45:36

Supporting Tabular Data


You can retrieve additional detailed information from each
chart. By clicking the chart titles, or entity bars or lines
represented in the charts you will be redirected to more
detailed supporting information.

Event Counts, Duration, Chrono, Parento Reports


By clicking on the Events Count, Events Duration,
Pareto Bar Chart, or the Utilization Reason Gantt
Chart titles you will be redirected to detailed count reports.
This tabular data represents the data used to compile the

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Chapter 1 Using Factelligence Reports in Wonderware Information Server

charts and can then be exported to use in other applications.


This tabular data represents the data used to compile the
chart and can be exported for use in other applications.

Once displayed, you can then save this data to a file type of
your choice for use in other application.
How to export (save) your data to file
1

Above the data displayed is a report utility bar. Specify


the type of file you want by selecting the arrow next to
the Select a format drop down text box to display the
file types available. Select a file type.

Factelligence Reports in Wonderware Information Server

Production Event Summary for Utilization Report

53

Click the Export link to display the File Download dialog


box. Follow the prompts to save the file.

Events Summary for Utilization Reports


By clicking on one of the events or duration bars in these
charts will redirect you to Events Summary for Utilization
Reports comprised of the corresponding event or duration
selected.

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Chapter 1 Using Factelligence Reports in Wonderware Information Server

Factelligence Reports in Wonderware Information Server

55

Chapter 2
Starting Factelligence Manager
from WIS

You can easily start the Factelligence Manager directly from


the WIS portal.
Note During the installation you need to make sure that the
Manager Menu Item feature is selected and installed.
To start the Factelligence Manager from WIS
1

Open the WIS portal.

In the Administration pane, expand Factelligence.

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Chapter 2 Starting Factelligence Manager from WIS

Click Manager. The Factelligence Manager opens in a new


web page.

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57

Chapter 3
Viewing Factelligence Reports in
Table Weaver

If you selected the Table Weaver Reports feature during the


installation, you can use the Table Weaver feature of WIS to
show Factelligence reports.
You can view as a list:

Downtime Reason Groups

Entities

Items

Lots

Work Order IDs

You can also use the Table Weaver search function to find:

Entity Names

Entity Names with Date Time Filter for OEE

Listing Downtime Reason Groups


You can use the Table Weaver feature of WIS to list
Downtime Reason Groups in your Factelligence
environment.
To list Downtime Reason Groups in WIS Table Weaver
1

Open the WIS portal.

In the System pane on the left, expand Table Weaver >


Factelligence > Lists.

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Chapter 3 Viewing Factelligence Reports in Table Weaver

Click Downtime Reason Groups. The main pane shows the


Downtime Reason Groups configured in Factelligence.

Listing Entities
You can use the Table Weaver feature of WIS to list Entities
in your Factelligence environment.
To list Entities in WIS Table Weaver
1

Open the WIS portal.

In the System pane on the left, expand Table Weaver >


Factelligence > Lists.

Click Entities. The main pane shows the Entities


configured in Factelligence.

Listing Items and Lots Associated with an


Item
You can use the Table Weaver feature of WIS to list Items in
your Factelligence environment.
To list Items in WIS Table Weaver
1

Open the WIS portal.

In the System pane on the left, expand Table Weaver >


Factelligence > Lists.

Click Items. The main pane shows the Items configured in


Factelligence.

Factelligence Reports in Wonderware Information Server

Listing Lots

59

To list all lots for a listed item in WIS Table Weaver

From the List Items report in WIS Table Weaver, click the
icon in the ListLotsOfItem column for a specific item. The
main pane shows the Lots that are associated with the
specified item.

Listing Lots
You can use the Table Weaver feature of WIS to list Lots in
your Factelligence environment. Lots represent a unit of
production or consumption, such as all of the items produced
on a production line on a specific day or all of the raw
material associated with a specific serial number.
To list Lots in WIS Table Weaver
1

Open the WIS portal.

In the System pane on the left, expand Table Weaver >


Factelligence > Lists.

Click Lots. The main pane shows the Lots configured in


Factelligence.

Listing Work Order IDs


You can use the Table Weaver feature of WIS to list Work
Order IDs in your Factelligence environment.
To list Work Order IDs in WIS Table Weaver
1

Open the WIS portal.

In the System pane on the left, expand Table Weaver >


Factelligence > Lists.

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Chapter 3 Viewing Factelligence Reports in Table Weaver

Click Work Order IDs. The main pane shows the Work
Order IDs configured in Factelligence.

Searching for Entity Names


You can use the Table Weaver feature of WIS to search for
Entities in your Factelligence environment.
To search for Entities in WIS Table Weaver
1

Open the WIS portal.

In the System pane on the left, expand Table Weaver >


Factelligence > Searches.

Click Entity Names.

In the main pane, in the EntityName box, type the Entity


name you are searching for. You can use wildcard
characters to limit your search range. For more
information, see Using Wildcard Characters in Searches
on page 61.

Click Go. The main pane shows the Entities configured in


Factelligence that fulfill the search criteria.

Searching for Entity Names with Date Time


Filter for OEE
You can use the Table Weaver feature of WIS to search for
Entities with a date time filter in your Factelligence
environment.

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Using Wildcard Characters in Searches

61

To search for Entities with date time filter in WIS Table Weaver
1

Open the WIS portal.

In the System pane on the left, expand Table Weaver >


Factelligence > Searches.

Click Entity Name Search with Date Time Filter for OEE.

In the main pane, do the following:

In the EntityName box, type the Entity name you are


searching for. You can use wildcards to limit your
search range. For more information, see Using
Wildcard Characters in Searches on page 61.

In the ShiftSearchStartDT box, type the start date


time.

In the ShiftSearchEndDT, type the end date time.

Click Go. The main pane shows the Entities configured in


Factelligence that fulfill the search criteria.

Using Wildcard Characters in Searches


You can use the following wildcard characters to filter your
search results:
Wild
card
%

Description

Example

Any string of zero


or more characters.

M%

Any single
character.

M_B

Matches all values starting


with M followed by any
character sequence
Matches all values starting
with M followed by any
character, followed by B.

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Chapter 3 Viewing Factelligence Reports in Table Weaver

Wild
card
[]

[^]

Description

Example

Any single
character within
the specified range.

M[a-z]

Any single
character not
within the specified
range.

M[^a]

Factelligence Reports in Wonderware Information Server

Matches all values starting


with M followed by any
single lowercase character
Matches values staring
with M followed by any
single character that is not
a.

63

Index

Date Time Filter for OEE 60


Documentation Conventions 5
Downtime Analysis Report 10
Downtime Reason Groups 57

Install
Factelligence Wonderware Information
Server Components 8
Items 58
Items and Lots Associated with an
Item 58

E
Entities 58
Entity Names 60
with Date Time Filter for OEE 60
Event Counts, Duration, Chrono, Parento
Reports 51
Events Summary for Utilization 53
Events Summary for Utilization
Reports 53

L
Listing 58
Downtime Reason Groups 57
Entities 58
Lots 59
Work Order IDs 59
Lots Associated with an Item 58

Factelligence Manager 55
Factelligence Reports
viewing in Table Weaver 57
Factelligence Reports in Reporting
Services 7
Factelligence Reports in Wonderware
Information Server 7

OEE Analysis by Period Reports 23, 37


OEE Analysis Report 18
OEE by Shift Trend Report 25
OEE Details Report 24, 29, 38

G
Genealogy by Work Order Report 14

P
Production by Entity Reports 39
Production Event Summary for
Utilization Report 42

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64

Index

R
Reporting Services 7
Using Factelligence Reports 7
Reports 53
Chrono 51
Downtime Analysis 10
Duration 51
Event Counts 51
Genealogy by Work Order 14
OEE Analysis 18
OEE Analysis by Period 23, 37
OEE by Shift Trend 25
OEE Details 24, 29, 38
Parento 51
Production by Entity 39
Production Event Summary for
Utilization 42

S
Searching
for Entity Names 60
for Entity Names with Date Time Filter
for OEE 60

Starting Factelligence Manager from


WIS 55
Supporting Tabular Data 23, 37, 51

T
Tabular Data 23, 37, 51
Time Duration Format 22, 36, 51

U
Using Factelligence Reports in Reporting
Services 7
Using Wildcard Characters in
Searches 61

V
Viewing Factelligence Reports in Table
Weaver 57

W
Wildcard Characters in Searches 61
WIS 7, 55
Starting Factelligence Manager from
WIS 55
Wonderware Information Server 7
Work Order IDs 59

Factelligence Reports in Wonderware Information Server

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