Create an ad hoc trend

You can add items to an ad hoc trend display in the Ad Hoc Workspace a few different ways. The data that you add to the Ad Hoc Workspace is saved only for that current browser session; if you navigate away from the Ad Hoc Workspace and later return to it, the data and any other selected options are retained as long as you are still within the same browser session.

Note: PI AF attributes, PI tags, and display-level calculations are supported data sources for ad hoc trends.

Add data while within the Ad Hoc Workspace

By following the steps below and starting from the Ad Hoc Workspace, you can add data to the Ad Hoc Workspace by searching or navigating the Assets pane that appears in the workspace.

Note: Refer to the next section below if you are not familiar with your data structure and, for example, you want to add data to the Ad Hoc Workspace that appears in your displays instead of finding that data in the Assets pane.

1. Select the Open Ad Hoc Workspace button in the toolbar at the top of the page to open the Ad Hoc Workspace.

2. Search or navigate the Assets pane to find the data that you want to add to view in the Ad Hoc Workspace. If the Assets pane does not appear, select the search button to open the pane.

3. Right-click a data item in the Assets pane that you wish to view and select Add to Ad Hoc, or you can drag and drop data items onto the workspace. You can continue to add multiple data items if desired.

Add data from elsewhere in PI Vision

Instead of starting from the Ad Hoc Workspace, you can alternatively start by going to where you know that the data of interest appears, such as in a display, and add it to the Ad Hoc Workspace from there.

4. Find the data that you want to add to the Ad Hoc Workspace. You can add any of the items that are listed in the table below.

   Data type	Selection that can be added to ad hoc
   Table	Single row, attribute from all table assets
   Trend	Trace
   Asset Comparison Table	Table cell, attribute from all table assets
   Collection	Symbol, attribute from all collection assets
   Symbol with data	Symbol
   Search pane	Attributes

5. Right-click a data item or symbol and select Add to Ad Hoc (the option name varies depending on the type of data that you are adding). You can also Ctrl-click multiple symbols then right-click on one of them to add all of the data from multiple symbols.

   --OR--

   Select a symbol or or Ctrl-click multiple symbols and select the Add Selection to Ad Hoc down arrow button in the toolbar. Next:

   To add the data to the Ad Hoc Workspace while keeping any pre-existing data in the workspace, select Add Selection to Ad Hoc.

   To add the data to the Ad Hoc Workspace while removing any pre-existing data from the workspace, select Replace Ad Hoc.

   The number badge on the Open Ad Hoc Workspace button shows the number of data sources that were added to the Ad Hoc Workspace since the last time that the workspace was opened.

6. When you are finished adding data, select the Open Ad Hoc Workspace button to open the Ad Hoc Workspace where you can view the data and set various options to help you analyze it.

Remove data from the Ad Hoc Workspace

Follow the steps below to remove data from the Ad Hoc Workspace.

7. If the summary table does not already appear, select Show summary table .

8. To remove a single data item, select the Delete Trace button in the appropriate summary table row.

   To remove all data items, select the Clear All Traces button in the summary table column header.