Create a rollup analysis

In PI System Explorer, you create a rollup analysis for a selected element. You select input attributes for the rollup either from attributes of the selected element or from attributes of child elements.

Prerequisite: Identify the statistical functions you want the rollup to calculate and where you want to save the results. You can map results from a function to an existing attribute of the element, or you can create a new output attribute when you configure the analysis.

1. In the navigator, click Elements.

2. In the Elements browser, select the element where you want to create the analysis.

3. In the viewer, click the Analyses tab.

   The tab lists any analyses already defined for the element.

4. Create a new analysis for the element:

5. If no analyses exist, click Create a new analysis to create the first one.

6. Otherwise, click New Analysis to create a new one.

7. Enter information to identify the analysis:

   • Name

     The name that uniquely identifies this analysis.

   • Description

     Optional text that describes the analysis.

   • Categories

     Optional category that you can assign to the analysis. Click the list and select the check box next to categories you want to assign or click New to create a new category.

   • Analysis Type

     Click Rollup

8. Under Rollup attributes from, indicate the source of input values:

   • Click Child elements of Element Name to roll up attributes of a child element.

   • Click This element - Element Name to roll up attributes of the current element.

9. Select the attributes to include in the rollup:

   If rollup attributes come from ...	Do this ...
   Child elements	From the Sample Child Element list, select the element from which you want to view attributes. The table shows attributes of the selected element. To improve performance, the table only shows a limited number of attributes. You can click the Show more attributes link below the table to show additional attributes from the selected element. To the left of the table, specify criteria that select attributes to roll up: Attribute Name Type an entire attribute name or part of a name with wildcard characters. For example, type temp* to select all attributes that begin with "temp," such as Temperature and Temp1. Note: The selection of attributes depends on whether Attribute Level is set to "Root Level" or "Child Level". Attribute Level Select Root Level to choose from top-level attributes or Child Level for child attributes. You cannot choose both child attributes and top-level attributes in a single roll-up analysis. Attribute Category Select a category to limit selected attributes to those in that category. Element Category Select an element category to limit selected attributes to attributes that have parent elements in that category. Element Template Select an element template to limit selected attributes to attributes that have parent elements based on that template. Note: The criteria apply to all attributes of the selected child element, not just those shown in the table. You can specify criteria that select attributes not shown in the table. For example, if you set Sample Child Element to an element from category CatX but set Element Category to CatY, you will select none of the attributes in the table but the analysis will still include the attributes in the rollup.
   This element	To the left of the table, specify criteria that select attributes to roll up: Attribute Name Type an entire attribute name or part of a name with wildcard characters. For example, type temp* to select all attributes that begin with "temp," such as Temperature and Temp1. Note: The selection of attributes depends on whether Attribute Level is set to "Root Level" or "Child Level". Attribute Level Select Root Level to choose from top-level attributes or Child Level for child attributes. You cannot choose both child attributes and top-level attributes in a single roll-up analysis. Attribute Category Select a category to limit selected attributes to that category.

   The table shows a check mark next to any displayed attribute included in the rollup.

10. In the functions table, specify the rollup calculations and output:

    1. Select the check boxes next to any statistical function you want the rollup to calculate.

    2. Click Map to store results from a calculation to an output attribute.

       You can map the output to an existing attribute or map the output to a new output attribute.

    3. Optional. At the top of the table, click Evaluate to verify the output values of the selected functions.

11. Specify scheduling for the analysis. See Analysis scheduling.

12. Optional. To verify the analysis, review the results produced with historical data:

    1. In the analysis list, right-click the analysis and then click Preview Results.

    2. Enter a start time and end time not later than the current time, and click Generate Results to see a list of results.

13. To apply changes and save your work locally, click on the toolbar.

    This does not run the analysis.

14. Click Check In on the toolbar.

    PI System Explorer saves and checks in your analysis, and then starts running the analysis.