SLIDE SHOW 18: Report Management System RMS IGSS. Interactive Graphical SCADA System. Slide Show 2: Report Management System RMS 1
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1 IGSS SLIDE SHOW 18: Report Management System RMS Interactive Graphical SCADA System Slide Show 2: Report Management System RMS 1
2 Contents 1. What is RMS? 6. Designing user defined reports 2. What about ERW? 7. Designing event-based reports 3. Key features of RMS 8. Running RMS reports 4. The RMS user interface 9. Command line interface and Expression builder 5. Setting up RMS options 10. Tips & Tricks Slide Show 2: Report Management System RMS 2
3 What is RMS? Report designer for user defined and event-based reports Report engine for RMS reports and standard reports All design tasks are done in Microsoft Excel 2003 or 2007 RMS reports can be output as Excel, HTML or PDF files Replaces the ERW module for creating custom reports in IGSS Slide Show 2: Report Management System RMS 3
4 What about ERW? ERW is still fully functional in IGSS 7.0 Reports from earlier versions can be used as is In IGSS.NET (IGSS 8.0), ERW will be discontinued 7T recommends that you start porting your ERW reports to RMS as soon as possible Slide Show 2: Report Management System RMS 4
5 Key features of RMS Design user defined reports based on any IGSS data source LOG, BCL and HDM values Design event-based reports based on digital start/stop events (batch reports, etc.) Combine the data sources according to client s requirements Apply primary and additional data reductions to the raw data Show values with user defined intervals Filter out irrelevant data with AND, OR, etc. Command line interface Expression builder for complex expressions Slide Show 2: Report Management System RMS 5
6 RMS data sources and data reductions RMS data reductions and valid combinations Slide Show 2: Report Management System RMS 6
7 RMS system files, templates and reports Slide Show 2: Report Management System RMS 7
8 RMS Control Panel RMS help files Access to the main topics for the system designer and the operator Run standard reports The operator can run periodical reports from RMS. Output similar to Data to Excel. Run user defined reports The operator runs RMS reports from here. Design RMS reports The designer creates new RMS templates here. Slide Show 2: Report Management System RMS 8
9 RMS Task Pane Slide Show 2: Report Management System RMS 9
10 RMS menus in Excel Right-click on a data definition Properties Allows you to edit/view the Data Extraction Properties Associate an event Allows you to associate an event with the cells you have selected. Slide Show 2: Report Management System RMS 10
11 Options page in RMS Task Pane Setting up RMS options Select sheets to output Which sheets in the Excel file should be part of the final report. Select filename and location Specify filename and location of.xls and.htm report output. The report start date can be included in the filename. The RMS report folder can be set up to have day, month and year subfolders. Slide Show 2: Report Management System RMS 11
12 Create a new user defined report (1) Create new template 1. From scratch 2. Based on standard report format 3. Based on RMS template Slide Show 2: Report Management System RMS 12
13 Create a new user defined report (2) From scratch Based on standard report format Based on RMS template Slide Show 2: Report Management System RMS 13
14 Design your RMS report Excel sheets - Create a sheet for each report - Create a sheet for data definitions Separate data from presentation Design static elements of report - Report header with date/time - Time divisions - Object name and data reduction Report header, incl. start/stop time Object name and data reduction applied Time divisions Slide Show 2: Report Management System RMS 14
15 Data definition sheet RMS data definitions Include the raw data definitions on a separate sheet Make cell references from the report to the data definition sheet The data definition itself only takes up one cell = RMS data definition Write a zero (0) in the adjacent cells corresponding to the number of report values you need A data definition is always marked as an Excel comment. Place the cursor above the comment to see the data definition. To view/edit properties, right-click and select Properties Slide Show 2: Report Management System RMS 15
16 Drag and drop objects into report Data Extraction wizard appears Slide Show 2: Report Management System RMS 16
17 Data extraction wizard (page 1) Object name, data source and atom Start and stop time for data preview Raw data from preview period Final report data from preview period Reduction or parameter Apply this data reduction to the raw data Interval Second (s or sec) Minute (m or min) Hour (h or hr) Filter < less than <= less than or equals > higher than >= higher than or equals > 10 AND < 80 < 20 OR > 80 Additional data reduction Apply this additional reduction to the primary data reduction Slide Show 2: Report Management System RMS 17
18 Preview of output (page 2) Anchor Shows the cell where you dropped the IGSS object. You can change the cell reference here. Data series top to bottom Data series left to right Insert text Add text to the report value, for example, the engineering unit. Final grid The values as they will appear in the final report. Include time stamps Will be shown in the cell preceding the value. Limit output to The max. no. of values you want to show in the report. Missing data Skip cell If there is no report value, skip the cell and write zero (0). Fill cell If there is no report value, move up the next value available filling the data series from the anchor point. Slide Show 2: Report Management System RMS 18
19 Add cell references in Excel Report sheet Data definition sheet 1. On the report sheet, select the cell for the report value. 2. Write the equal sign = 3. Go to the data definition sheet and select the relevant cell. 4. Press ENTER. The reference is inserted and you return to the report sheet. 5. Drag in the bottom right handle to expand the selection to create all the adjacent cell references. 6. Repeat for all objects in report. Slide Show 2: Report Management System RMS 19
20 Exercise time Slide Show 2: Report Management System RMS 20
21 Event-based reports Definition A report showing values and states between the event start and stop time. A digital object defines the start and stop time Use Typically used for production batch reports. Can also be used to provide feedback to the operator when he starts and stops a particular generator, pump, etc. Slide Show 2: Report Management System RMS 21
22 Designing event-based reports Slide Show 2: Report Management System RMS 22
23 The Event List Slide Show 2: Report Management System RMS 23
24 Define the event Event name Maximum event duration Define the start condition (True / false) Define the stop condition (True / false) Exclude values in the beginning and end of the event period Slide Show 2: Report Management System RMS 24
25 Design the event report Define a header section with Report title Event start and stop time Event duration Event number Slide Show 2: Report Management System RMS 25
26 Include the event report objects Typically you will want to view the actual value or state from the LOG file The data extraction process is exactly the same as for a user defined report. Slide Show 2: Report Management System RMS 26
27 Associate the event (multiple objects) 1. Select the cells with the objects you want to associate with the event 2. Right-click and select Associate an event 3. Select the event and the event no. Slide Show 2: Report Management System RMS 27
28 Associate the event per object Choose the event name and event no. in the Data Extraction dialog box. Slide Show 2: Report Management System RMS 28
29 Print or view the event report 1. In the RMS Control Panel, click the report name. 2. Choose one of the print or preview options. Slide Show 2: Report Management System RMS 29
30 Running RMS reports The operator can print / view the following reports from the RMS Control Panel. 1. Standard periodical reports (report formats must be designed in Definition) 2. A user defined report designed in RMS 3. An event-based report designed in RMS Slide Show 2: Report Management System RMS 30
31 Printing/viewing standard reports 1. Start the RMS Control Panel. 2. Click on the report you want to view or print. If not shown in the list, click More to browse. 3. If required, select the report format. 4. Select the period. 5. Select Overview report or Detail report. Include the RMS Control Panel in the User Programs menu in Supervise Path = [IGSS InstallPath]\Rmsmenu.exe 6. Select report date or period. 7. Choose preview or print options. The final report appears Slide Show 2: Report Management System RMS 31
32 Printing / viewing RMS reports 3. Select report date or period. 4. Choose preview or print options. The final report as print preview. Notice that RMS uses a runtime report file called Reports.xls. 1. Start the RMS Control Panel. 2. Click on the report you want to view or print. If not shown in the list, click More to browse. Slide Show 2: Report Management System RMS 32
33 Command line parameters Local time -lt If used, the report start and stop times are local time, otherwise the time stamp is UTC time. Start time -sd Report start time. You can use the $ parameter to define an offset in days, for example, -sd$-2 means current time minus two days. Stop time -ed Report stop time. You can use the $ parameter to define an offset in days, for example, -ed$-2 means current time minus two days. Excel template -ex File path to the RMS template. Print report -p Prints the RMS report on the default printer. Preview report -v Shows a print preview of the RMS report. Generate HTML report -h Generates the RMS report in HTML format. Examples 1. C:\RmsMenu.exe -lt -sd $(date-1) 05:00:00" - ed $(date) 05:00:00" -ex"c:\config\plant\plant.r\plant templates\dailytablereport.xls -p 2. C:\RmsMenu.exe -lt -sd $-1 05:00:00" -ed $ 05:00:00" -ex"c:\config\plant\plant.r\plant templates\dailytablereport.xls v 3. C:\RmsMenu.exe -sd $-1 05:00:00" -ed $ 05:00:00" -ex"c:\config\plant\plant.r\plant templates\dailytablereport.xls h Slide Show 2: Report Management System RMS 33
34 The Expression Builder Allows you to build complex expressions and show the results in your RMS report. Allows you to include multiple IGSS objects in one expression. Include the expression in the report 1. Click the Add Other Information button 2. Under Type, select Expression. 3. Under Expression, select its name. 4. Click OK to insert the expression. Define the expression 1. Name your expression. 2. Specify the expression. Use the Select Object button to include IGSS objects. 3. Choose interval. 4. Choose primary and additional data reduction. 5. Choose data source. 6. Click OK to save the expression. Slide Show 2: Report Management System RMS 34
35 Tips & Tricks Start by considering whether the IGSS standard reports can solve the task at hand. What does the user gain by getting an RMS report? Separate raw data and presentation Use the group function in Excel to allow the operator to expand and collapse the report in Excel preview Slide Show 2: Report Management System RMS 35
36 Exercise time Slide Show 2: Report Management System RMS 36
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