Filtering Data in Industrial Data Diagnostics

About Filters

Filters can be applied on the asset performance data to access and analyze information about specific categories of data. Each filter category contains multiple filters. The filters are further classified into various levels of subfilters, which help you to filter data based on more specific details. For example, Equipment is a filter category and it contains multiple subfilters such as, Fixed, Rotating, Electrical, and so on. The Fixed subfilter contains more subfilters such as Air System, Burner, Dryer, Ejector, and so on.

In Industrial Data Diagnostics, you can filter data to view asset information related to a specific location hierarchy level or a specific classification hierarchy level. For example, you can view data about all assets at your Roanoke, Virginia site (that is, by location) or about all rotating pumps (that is, by classification level). You can also view data filtered by both location and classification hierarchy levels. For example, you can view data about all of your rotating pumps at your Roanoke, Virginia site. When you drill down to the most granular level of each hierarchy, you can view data for an individual asset.

Apply Filters on the Data

About This Task

You can use filters on your data to view information on assets that match the filter criteria.

Procedure

  1. Access Industrial Data Diagnostics.
  2. In the page, select .
    A window appears, displaying a list of filter categories.

  3. Specify the site for which you want to compare data by selecting the value in the COMPARE box, and then specify whether you want to compare with industry peers or with other sites in your company, by selecting the corresponding value in the WITH box.
  4. In the DATE RANGE box, specify how to filter data based on the maintenance completion date. You can select one of the following values:
    OptionDescription
    Fixed IntervalSelect this value if you want to filter data based on a fixed start date and end date.
    Rolling IntervalSelect this value if you want to filter data of the past few months. By default, this is set to 36 months.
  5. Select the values in each filter category (Equipment, Industry, Geography, Manufacturer, Unit Type, and Criticality), based on which you want to filter the data, and then select Apply.
    Tip: In the Select Filters window, you can perform the following tasks:
    • Search for an item in each filter category by entering the search text in the corresponding box.
    • Include all the items in a filter category by selecting the check box at the parent level. Conversely, if you select the check boxes for all the child items, the check box for the parent is automatically selected. If, however, you select only some of the child items, the check box at the parent level appears as . The selected items appear in the text box of the corresponding filter category.
    • Remove a selected item by selecting next to the item.
    • Clear your selection for a filter category by selecting Clear All next to the category. The Clear All button appears only if you select more than one item.
    • Clear your selection for multiple filter categories together by selecting Clear All at the bottom of the window.
    • Restore the filter values that were previously selected by selecting Reset.
    • View the number of assets present in the organization under the classification based on the selected filters by selecting Equipment as the filter category. The assets containing at least one work order are considered.
    • The page that you are viewing is refreshed to display information based on the selected filters.
    • The summary of the filtered results is displayed in the heading of the page.

    • The items that you select are listed horizontally in the heading of the page. If you select more than one item in a category, only the first item appears in the page; the additional items are indicated only by their number. For example, in the EQUIPMENT box, if you select Aviation, Electrical, Fixed, and Rotating, after you apply the filter, it appears as Aviation + 3 in the heading of the page.
    • If you select industry peers for comparison, the total number of sites for which the data is displayed appears in the heading of the page. For example, if you are comparing data with 21 other sites, it appears as 21 Other Sites in Company.

Apply Saved Filters on the Data

About This Task

You can use the filters that you had previously saved to view information on assets that match the filter criteria. Additionally, you can use the filters that are shared by other users in the organization.

Procedure

  1. Access Industrial Data Diagnostics.
  2. In the page, select .
    A window appears, displaying a list of filter categories.

  3. In the FILTERS box, select the filter that you want to use.
    The assets that match the filter criteria appear.

Saved Filter Actions

If you have selected a value in the FILTERS drop-down list box, you can select to view the actions for the filter. The following table describes the action options that are available for a given filter.

OptionDescription
Share FilterThis option is enabled if you have created the selected filter. Select it to share the filter with other users or to revert the change.
Set as DefaultSelect this option to set the selected filter as the default or to remove the default setting.
Delete FilterThis option is enabled if you have created the selected filter. Select it to delete the current filter.
Manage FiltersThis option is enabled if at least one filter exists. Select it to manage all the filters.
Show Shared FiltersThis option is enabled if at least one filter exists. Select it to show the filters that are shared by other users, in the Filters drop-down list box.
Rename Filter

This option is enabled if at least one filter exists. Select it to rename a filter set.

The option is available only in the Manage Filters window.

Show Equipment CountSelect this option to display the equipment count that appears in the equipment hierarchy in the filter pane.

Create a Set of Predefined Filter Criteria

About This Task

You can define a set of filter criteria and save the criteria to quickly filter the data based on the specified filter criteria. You can also share the filter criteria that you saved with other security users.

Procedure

  1. Access Industrial Data Diagnostics.
  2. Select .
    A window appears, displaying a list of filter categories.

  3. Specify the filter criteria that you want to save, and then select Save As…
    A section appears, displaying the FILTER NAME box.

  4. In the FILTER NAME box, enter the name of the filter.
    Important:
    The name of the filter must conform to the following restrictions:
    • It must be unique within your organization.
    • It must not start with a special character.
      Note: The name can include the following special characters: , ' . _ ( ) & : -
    Tip:
    • If you want to share the filter with other security users who use Industrial Data Diagnostics, select the Share Filter check box.
    • If you want to make the filter as your default filter to filter data, select the Set As Default Filter check box.
  5. Select Save.
    The filter is saved and the data is filtered based on the saved filter criteria.
    Note:
    • The filter that you saved appears in the FILTERS drop-down list box of the window that appears when you select .
    • To edit a saved filter set, select the filter set from the FILTERS drop-down list, modify the filter criteria, and then select Save As to save it as a new filter set.

Manage Filters

About This Task

You can manage the existing Industrial Data Diagnostics filters from the Manage Filters window.

Procedure

  1. Access Industrial Data Diagnostics.
  2. In the page, select .
    A window appears, displaying a list of filter categories.

  3. Select , and then select Manage Filters.
    The Manage Filters window appears.

  4. Select a filter that you want to manage.
    The details of the selected filter appears in the <Filter Name> section of the Manage Filters window.
    Note: You can also search for the filter that you want to manage from the Search Filters box.
  5. Select , and then select any one of the following actions that you want to perform.
    • Share Filter
    • Set as Default
    • Delete Filter
    • Rename Filter
  6. Select Close.