Search by entering search terms

To find your data, open or create a display and search for your data in the Assets pane. You can enter any search term, including the name of your data items such as PI AF assets (process equipment), PI AF attributes (process parameter), or PI points (tags).

1. Create a new display or open an existing display on the home page.

   You can complete the following:

   • To create a new display, select New Display.

   • To open an existing display, select a display thumbnail or search for a display by name or owner.

2. Select Assets.

   

3. In the Assets pane, start by selecting the check boxes next to the PI AF databases or Data Archive servers that you want to explore.

   Note: If you want to search by drilling down the navigation tree instead of searching, see Search using the navigation tree.

4. Enter a search term in the search bar, and select or press Enter.

   Note: Search allows you to find PI AF elements, attributes, or PI points whose name exactly matches the search or is found anywhere in the element, attribute, or PI point description. You can also search using wildcards for partial matches. Do not use quotation marks when entering search terms. A search results list displays under the search. You may receive a message that the maximum number of assets has been returned or search has timed out. You can re-try timed-out searches with more refined terms to navigate further down a PI AF hierarchy. Using fewer wildcards may help as well. To optimize your search, see About PI Vision's search engine.

5. Once you find the data item you want to visualize, choose a symbol type from the symbol gallery.

   You can choose to see your data as a trend, value, table, vertical gauge, horizontal gauge, radial gauge, asset comparison table, time series table, bar chart, or an XY plot.

   

6. Select the data item and drag it from the Assets or Attributes panes onto the display.

   You can drag either the parent asset, which automatically adds child attributes to the display, or drag only an individual attribute from the Attributes pane. Assets without attributes cannot be dragged.

   To drag multiple data items, press the CTRL key, select the data items, and drag them onto the display. For trends and tables, multiple data items are combined into a single symbol.

7. To view the same or another data item as a different symbol type, change the symbol type in the symbol gallery and drag the data item onto the display.