what is industrial excel? produce reports with the least ...“the automation interface provided by...

What is Industrial Excel? Produce Reports with the Least

Effort and Cost

David Nolan | 10.24.2019

Copyright © SyTech, Inc. 2019. All rights reserved.

SyTech

Reports and Dashboards for Siemens


Who Is SyTech?

• Overview

– Founded in 1994

– Head Office in Massachusetts, USA

– Started As System Integrators

• Produced Reports with Custom Code

– Software Vendor in 1996

• Siemens Relationship in 2008


What Do We Do?

• Develop XLReporter Software

– Over 70 Connectors to Industry

• PLCs, IoT Devices,

• Historian and Alarms

• Databases, Text

• Provide First Class Support

– Dedicated Staff


Background

• Observation

– Microsoft Excel Is Widely Used

• Over 1B Users or 1 in 7 people

• Templates available on the Internet

• Objective

– Take Workbook Technology to Industry

– Avoid Installing Office and still be able to…

• Design Workbook Templates

• Produce Reports in Workbook, PDF and Web

• Distribute Automatically

• Solution

– XLReporter

• Propels Users to “Go Beyond Excel”


“Go Beyond Excel”

• Workbook to Web

– Automatically

• Built-in Scheduler – On Time or Events

– On Demand

• Windows Desktop

• Web Browser – Responsive View

• Security

– 21CFR Part 11 Features

• User Authentication

• Audit Trail

• Version Control

• Electronic Signatures



• Responsive Reports

Desktop View Mobile View



• Audit Trail



• Version Control

– Rollback



• eSignatures


Siemens Connectors P

lant F

loor

To B

ack O

ffic

e

OPC DA, OPC UA

WinCC/PCS7 Realtime

Real Time Historical Database

From $995

XLReporter Analytics

Manual Data Entry

WinCC/PCS7 Historian

Relational Database

e.g., SQL Server

No Limits Tags, Templates,

Reports

WinCC Alarms

Apogee Alarms WinCC Advanced


Siemens Integration – Windows Client

• User Interface

– Thick Client

• Windows Overlay

• Launch from pushbutton

• Tag Catalogs

– User Benefit

• View scheduled reports

• Produce reports on-demand

• Apply eSignatures

On-demand or

scheduled reports


Siemens Integration – Web Browser

• User Interface

– Thin Client

• Web browser

• Launch from pushbutton

• Provide Report Views

– Desktop, Tablet, Mobile

– User Benefit

• View scheduled reports

• Produce reports on-demand

Web Browser mobile

view on-demand or

scheduled reports


Standard RT - $995

Suite RT - $1295

Suite - $1595

Professional - $1995

Team - $2595+

Single Station Multi Users

Pla

nt F

loor

To B

ack O

ffic

e

Editions

Priced for

Any Budget


XLReporter Workflow Connect Design Report Distribute


Connect – Design – Report - Distribute

• Data Connectors – Over 70 connectors

• No Usage Limits

– Industry and Business Standards • OPC, ODBC, OLE DB

• Data To Information – Standard Calculations

• Minimum, maximum and average

– Industry Specific Calculations • How many times did the pumps cycle

• How efficiently is equipment utilized

• What are the top 5 occurring alarms

– Advanced Calculation • When did Alarm Floods occur

• CT values during peak flow

Industry calculations



• Design a Workbook Template

– Template Library “out-of-the-box”

• Reports in minutes, guaranteed!

– Template Studio (two choices)

• Use existing knowledge

• Custom charts, format and formula

• Use Existing Templates

– Regulatory State Reports

• MOR, SWTR

Design Studio

Design Studio (built in Excel)


Template Data Source Tags

Template Library



• Schedule

– On Time

• End of each shift

– On Event

• During a machine cycle

• Schedule Tasks

– Archive reports

• Compress, Move, Delete

– Run third party scripts

• Dynamic Report Names

consistent with the Template

Workbook

Encrypted PDF

Web Page



Good Morning Team,

Enclosed is Filtration-

2019-03-09.pdf


XLReporter for Live Data


• Objective – Store data from PLC every hour

– New report every day in a monthly workbook

– Name the report by date

– Manage reports folders

• Solution

– Create the report at start of day

– Read PLC data every hour

• Offset data into the report using the hour value

– Provide a “handshake” to the PLC

Case Study: Process Summary Report


XLReporter for History


• Metrics and Analytics

– Standard Calculations

• Minimum, Maximum and Average

– Industry Specific Calculations

• How many times did the pumps cycle

• How efficiently is equipment utilized

• What are the top 5 occurring alarms

• On-Demand Reports

• Dashboards

– Access Local or across the network

XLReporter with History Data

General • First sample

• Time of first sample

• Last Sample

• Time of last sample

• Maximum

• Time of maximum

• Minimum

• Time of minimum

• Count

• Average

• Total

• Deviation

• Variance

• Quality

Accumulation • First accumulation

• Last accumulation

Difference • First difference

• First accumulated difference

• Last difference

• Last Accumulated difference

Sample Analysis • Sample count

• Sample duration

Performance • State count

• State duration

• ON count

• ON duration

• OFF count

• OFF duration

Energy • Produced energy

• Produced emission

Pulse Analysis • Pulse count

• Pulse duration

• Pulse maximum

• Time of pulse maximum

• Pulse minimum

• Time of pulse minimum


• Objective – Collect process analytics for the business system

• Predictive analysis

• Asset management

• Quarterly, annual executive reports

– Perform periodically

– Write the data to a database or text file

Case Study: Business Proxy Report

• Solution

– Calculate metrics from Historian periodically

• Equipment run times

• Production totals

– Create a daily report for plant use

– Export to XML file to DMZ as requested

– Import to business system by the IT group

Historian CSV, XML

SQL Server, SAP


XLReporter for ISA 18.2 Alarm Management


• Full Service

– Small/Medium Alarm Systems

• SyTech

– Large Alarm Systems

• SyTech + exida

• exida

– Consulting Services

• SyTech

– Benchmark

– Monitor and Assess

ISA 18.2 Alarm Management


Monitoring and Assessment

• “Out of Box” or Custom Templates

• Report Periodically

• Report On-Demand

• Combine with Process Data


Top Alarm Sources The percentage of alarms coming from the most

frequent alarm sources relative to the total alarm count

Contributors

Nuisance Alarms (which tend to get ignored over time)

Misuse of the Alarm System

Top Ten Alarms create 31% of

notifications!


Top Ten Alarms create 31% of

notifications!

Identifying Bad Actors


Industry : Water Treatment


• Target Audience – Treatment Facilities vary in size

• Different reporting needs

– People vary in Skills • Match the solution to the person

• Data Sources

– PLC data, Historian, Database

• Regulatory and Operational Reports – MOR, SWTR

• Across States, same data, different format

– Production and Alarms

XLReporter for Water

• Metrics – Standard

• Daily Minimum of CI2

– Vertical

• Daily Peak Flow Rate (CT Determination)

Colorado

Texas

same

Connecticut


Water Treatment Reports

Regulatory State Report Operational Report


Industry : Wastewater Treatment


• Target Audience – Treatment Facilities vary in size

• Different reporting needs

– People vary in Skills • Match the solution to the person

• Data Sources – Manual Data Entry

– PLC data, Historian, Database

• Regulatory and Operational Reports – DMR, MOR

• Across States, same data, different format

– Production and Alarms

XLReporter for Wastewater

• Metrics and Standards

– Summary • Geometric Mean ( )

– Less than Detectable • “<0.5”


Wastewater Treatment Reports

Manual Data Regulatory State Report


Industry : Food and Beverage


• What is CIP

– A method of cleaning the interior surfaces of pipes, vessels, process equipment, filters and associated fittings, without disassembly

• Applications

– Used in a variety of industries such as Food, Beverage, Bio-Tech and Pharmaceutical

– Food and Beverage can spend 20% of a day cleaning

XLReporter for CIP

• Reporting Objectives

– FDA Compliance and Traceability

– Reduce Downtime

– Improve the CIP Processes • Reduce Water and Chemical Usage

• Reduce Energy Usage www.ipec-inc.com


• Dynamic Reporting Period – Bookmark start/end of Process

– CIP Identifier in the Report Name

• V12-34 Fernmenter_19Jan2017.xlsx

• Dynamic Sequences – Read from PLC

• Dynamic Labels

– Extension to standard Excel

CIP Report

• Facilities Vary in Size

– Data directly from the PLC

– Data from historian/data logs

• Alarms and Operator Changes

• Operator Comments – Even to the active report!


Industry : Aerospace


• What is TUS

– Mandatory part of AMS2750E pyrometry compliance. The report content and format are well difined in the specification.

• Applications

– Used in a variety of industries such as Aerospace, Food Processing, Tooling and Heat Treating.

XLReporter for TUS

• Compliance Requirement

– Data collection for at least 30 minutes

– Stability Over a Range of Temperatures • Threshold limit for the Furnace Class


• Dynamic Reporting Period – TUS Identifier in the Report Name

• SL_9221_20Sep2016.xlsx

• Data Direct from Process

– Log data for each profile

• Conditional Formatting – Temperature Limits

– Uniformity Status e.g., PASS

TUS Report

• Alarms and Operator Changes


Industry : Manufacturing


Daily Production


Production Dashboard


Quality Control


Industry : Utility Management


Energy


Utilities


www.SyTech.com

www.youtube.com/SyTechInc

@SyTech_Reports

“The automation interface provided by SyTech enables Excel to be used in more niche markets that require automated and unattended operation. This is an example of how Microsoft Office applications can solve critical business problems for our customers and deliver great benefits from creative partners like SyTech.”

Microsoft Corp.

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