Create an asset view

If you want to analyze your data broken down by assets, create an asset view. If you want to analyze your data by event frames, see Create an event view. If you want to analyze your data broken down by assets and you need values streamed for real-time analytics or some other analysis, see Create a streaming view.

1. Click the menu icon and click Create Asset View.

2. Enter a name for the view.

   Note: Observe the naming conventions of the target to which this view will be published. For more information, see View names and destination endpoints.

3. If your user account is assigned to multiple PI AF identities with access to PI Integrator for Business Analytics, then click View Owner dropdown and select the identity to which you want to give view access.

   If your user account is mapped to only one PI AF identity that has been granted access to PI Integrator for Business Analytics, this identity is automatically assigned to the view.

   When you first create a view, you can only grant access to one PI AF identity. You can later grant access to additional PI AF identities. For more information, see Secure your views.

4. Click Create View.

5. In the Source Assets pane, click Create a New Shape.

   Tip: You can use the shape of an existing view by clicking Import a Shape from Another View.

6. Use the Server and Database fields to browse to the desired PI AF server and database.

   Note: If application impersonation security setting is on, you will see a button that allows you to see the Data Access identities used for the view.

7. Drill down the PI AF tree to find the asset you want to analyze.

8. Drag the asset onto the Asset Shape pane.

   Dragging an asset onto the Asset Shape pane

   

   The asset is added to the Asset Shape tree.

   When you select an asset, the Attributes pane opens displaying the selected element's attributes.

9. Drag any attributes to include in your shape.

   Note: You can sort, group, and filter the attributes.

   Adding an attribute using Auto drop and place

   

   Tip: If you drag an object outside the Asset Shape tree, a tooltip is displayed with the text Auto drop and place. The element is automatically added to the tree in a logical location. This element maintains the same relationship in the Asset Shape tree that it has in the PI AF tree. If there is no location that makes sense, the drop is rejected.

   Note: You can also place the object in the Asset Shape tree. A tooltip is displayed that guides you to add the asset as a parent, child, or sibling entity. It will not prevent you from dropping an object in a location that does not match the PI AF hierarchy.

   Placing an element in the Asset Shape tree

   

10. Drag any additional assets and attributes onto the Asset Shape pane.

    The Matches pane displays the elements that match the defined shape.

11. To see the data for all assets that share the same PI AF template:

    1. Click the icon next to the asset to open the Edit Filters dialog box.

    2. Clear the Asset Name check box.

    3. Select the Asset Template check box and click Save.

    The Matches pane displays data from all assets that share this template.

    

12. To find matches for similar assets that have a different set of attributes:

    1. Click the icon next to the attribute that is not required.

    2. In the Edit Filters dialog box, select the Optional Attribute check box, then click Save.

    For example, you might use the Optional Attribute option if you acquired equipment over a period of time and some of the attributes differ between the older and newer equipment.

    

13. Click Next to preview a subset of your data.

    The first 100 rows for the first 10 matches from the PI AF database are displayed.

14. To refine the results, you can add more data, modify columns, filter the data, or change how values are retrieved.

    For more information, see Modify the data in your asset and event views.

    Note: Because PI Integrator for Business Analytics only displays the first 100 rows for the first 10 matches of your shape, you could set your filters in a way that excludes this data. In this situation, no data will appear on the page even though your configured view results in matches.

15. Click Next.

    

16. From the Target Configuration list, select a target.

17. Click Run Once to create the view once, or click Run on a Schedule to periodically append new data to the view.

    Note: For more information on publishing views, see Publish a view on a schedule.

18. Click Publish.