How to create adhoc reports with Trending

How to create adhoc reports with Trending

Trending

The report trending provides the ability to do analytics on any data point.  All data points are being logged and persisted according to the Data Rollup/Persistence Options configured in Aurora Admin.  By default, the platform is configured with the following intervals:  minutes, quarter-hour, hour, and day.  Use this chart as a guide on what data will be available for report trending. 

 Data Interval

Period of Time Data Persisted

Minutes

768 hours

32 days

ΒΌ Hour

8784 hours

1 year

Hours

26352 hours

3 years

Days

26352 hours

3 years

Discrete data is only available for the last 15 minutes through Trending. 

Note:  The event-related data is saved as seconds and is stored forever.

How to trend logged analog data points:

Note:  Trending is also available from the Entity Details and Event Details, go to those respective items in the User Guide on how to access the trending from those areas.

  1. Select the  reporting icon in the platform header and the platform displays the trending screen.    
  2. Enter the desired time period for the report in the From and To date fields or select the Custom list of values and select a pre-defined period time.

  3. Select the Chart Type, the platform defaults to Line and will display a Line Graph upon execution of the selected tags.   

     When 10 or less tags are selected there are five output options:

    • Line Chart - displays the data in a line chart.
    • Data Grid - displays the data in a grid format.
    • Download - downloads the data results to a csv file with the option to open or save to location.
    • Export To Email - creates a csv file and emails the file to the requested recipients.
    • Export To File - saves a csv file to a file location on the Blue Pillar server.

     When 11 or more tags are selected then there are two output options:

    • Export To Email - creates a csv file and emails the file to the requested recipients.
    • Export To File - saves a csv file to a file location on the Blue Pillar server. 
  4. Select the Data Interval (Minute, Qtr Hour, Hour, Day), the platform default is the best interval option based on the date range selected.
  5. Select the Roll-up (Avg, Min, Max), the platform defaults to Actual.
  6. To filter the grid for tag selection, select the  filter icon next to the column header.
  7. To sort the tag list ascending and descending double click the column header.
  8. Click on the tags in the grid to include them on the report and the platform will display the selected tags in the panel on the right.
  9. To create the trending chart, select the  refresh icon and the platform displays the data points in the selected chart type.

  10. Use the (<--) and (-->) buttons next to the tag name in the graph legend to view the Avg, Max and Min values for each tag
  11. Select the tag name or color block in the graph legend and the platform will remove it from the graph; select it again and the platform adds it back to the graph
  12. Use the (<<), (<), (+), (-), (>) and (>>) buttons to pan to the past or future of the reported time
  13. To return to the Trending Criteria screen, select the Trending Criteria link in the header 

How to trend data points and compare different time periods:

  1. Select the  reporting icon in the platform header and the platform displays the trending screen.
  2. Enter the desired time period for the report in the From and To date fields or select the Custom list of values and select a pre-defined period time.
  3. Select the  add comparison fields icon next to the To field and the platform displays the second row of data fields.
  4. If a pre-defined time was selected when the  was selected, then the platform displays a default time to compare.

  5. To enter custom dates then select Custom to enter customer date times.
  6. Select the Chart Type, the platform defaults to Line and will display a Line Graph upon execution of the selected tags.

    When 10 or fewer tags are selected there are five output options:

    • Line Chart - displays the data in a line chart.
    • Data Grid - displays the data in a grid format.
    • Download - downloads the data results to a csv file with the option to open or save to location.
    • Export To Email - creates a csv file and emails the file to the requested recipients.
    • Export To File - saves a csv file to a file location on the Blue Pillar server.

     When 11 or more tags are selected then there are two output options:

    • Export To Email - creates a csv file and emails the file to the requested recipients.
    • Export To File - saves a csv file to a file location on the Blue Pillar server.
  7. Select the Data Interval (Minute, Qtr Hour, Hour, Day), the platform default is the best interval option based on the date range selected
  8. Select the Roll-up (Avg, Min, Max), the platform defaults to Actual
  9. To filter the grid for tag selection, select the filter icon next to the column header
  10. To sort the tag list ascending and descending double click the column header
  11. Click on the tags in the grid to include them on the report and the platform will display the selected tags in the panel on the right.

  12. To create the trending chart, select the refresh icon and the platform displays the data points in the selected chart type.

  13. Use the (<--) and (-->) buttons next to the tag name in the graph legend to view the Avg, Max, and Min values for each tag.
  14. Select the tag name or color block in the graph legend and the platform will remove it from the graph; select it again and the platform adds it back to the graph.
  15. Use the (<<), (<), (+), (-), (>) and (>>) buttons to pan to the past or future of the reported time.
  16. To return to the Trending Criteria screen, select the Trending Criteria link in the header.

How to trend logged discrete data points:

  1. Select the  reporting icon in the platform header and the platform displays the trending screen.
  2. Enter the desired time period for the report in the From and To date fields or select the Custom list of values and select a pre-defined period time.
    Note:  Discrete data Trending does not require a chart type selection or a data interval selection.  Discrete data is only available in a Data Grid and with the Actual Value.
  3. To filter the grid for tag selection, select the filter icon next to the column header.
  4. To sort the tag list ascending and descending double click the column header.
  5. Click on the tags in the grid to include them on the report and the platform will display the selected tags in the panel on the right. 

  6. To create the trending grid, select the refresh icon and the platform displays the data points in the Data Grid.

  7. To return to the Trending Criteria screen, select the Trending Criteria link in the header.

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