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Create a Time-based Report

Now that you have a few deployed measures in your Model, all automatically collecting and summarizing data from your Historian, let’s see how we can “see” this summarized information.

Select the “Reports” tab. This is where you are going to create an “Information” model that represents the audience (or consumers) of your Flow System’s information. The Boiler information you have configured in your Flow System would typically be useful for the Engineering or Utilities Managers.

Create a new folder in the “Reports” tab for “Engineering”. Now create a new “Hourly Report” in this folder (you can do this by dragging the “Hourly” icon from the Flow Zone, or by right-clicking on the folder) …

Double-click the new report definition to open its editor …

General Properties

The top section of the Report Editor displays a few general properties:

  • Title - this is the report title.  By default Flow uses a “placeholder” for the name of the report.  This can be edited to a fixed title or a combination of the placeholders and fixed text.
  • Description – report description.
  • Report Type – various types of reports can be configured. Depending on which type is selected, different report definitions need to be provided.
    • Table – this will produce a standard text table report
    • Scatter Plot – this will produce a plot of one measure against another on the X and Y axes respectively.  In addition to this, a third measure can be allocated to the “Size” of the bubble plotted.
    • Widget – this will display a single value for a measure’s last value summarized. This is useful for displaying key information on auto-updating dashboards.
    • Time Series – this will display measure values on time series charts. Line and bar charts can be configured.

Period

The “Period” section of the report definition provides information about the default period that a report will display:

  • Calendar – which calendar should be used to present the information
  • Default Period – either “Start of Period” or “Moving Window”, then specify a number of intervals and finally the interval type.

Definition

This section is used to define what needs to be presented in the report. A Flow report is made up of one or more Report Sections. A Report Section then contains one or more measures. Let’s build the report definition:

Right-click in the “Definition” section and click “New Section” (or drag a folder from the Flow Zone). Name the new section “Boiler”. Now drag the “Steam” metric from the Model View and drop it onto the “Boiler” section …

 

Flow adds the hourly measures from the metric to the “Boiler” section. Individual measures can also be dragged to a Report Section.

Right-click on your report in the “Information” model, and select “Tasks\Open” to view the report in your default web browser.

 

Your report definition should appear as follows in the Chrome browser:

Notice how the structure of the visualization matches the structure of the report definition (i.e. Sections and Measures).

Let’s change a few properties in the report definition. Open the “Engineering Hourly Report” definition again.

  • Change the “Default Period” to “Moving Window” of 1 “Day”.
  • In the “Boiler” section, delete the “Steam Production Rating (tons/hr)” measure (right-click and “Delete”). Flow will remove the measure from the report definition, but not from the Model View.
  • In the “Boiler” section, move the “Steam Temperature (˚C)” measure to the bottom of the section (right-click and “Move Down”).

Notice the differences when you refresh your visualization. The table has more data because it is defaulting to a “moving window” of 24 hours. The order of the measures in the “Boiler” section has been updated …

Deploy a Report

If you are using the default “Flow Report Server”, this step is done automatically for you.  However, if you are using one of the Report Server plugins (e.g. SQL Server Reporting Services), you will need to manually deploy your reports to the respective report server.  Select the “Deployment” view tab at the bottom of the Model View and expand your report server component …

The report server contains a number of “visualization” templates.  Drag your report definition onto a compatible template …

 

 Right-click on the “deployed” report, click “Tasks”, “Open” …

Flow will open a visualization of your table report definition in your default web browser.

 

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