PT39 - Reports from PLC, IoT, Historian and Alarms,

with the Least Effort and Money

Copyright © SyTech, Inc. 2020. All rights reserved.
 What is Covered in This Session
“Workbook Templates to Responsive Web Reports”

• This session covers:

– SyTech Overview
– XLReporter in Industry
– XLReporter Overview
– XLReporter for PLCs
– XLReporter for Historians
– XLReporter for Databases
– How Do You Start?

www.SyTech.com OR www.TheReportCompany.com

Copyright © SyTech, Inc. 2020. All rights reserved.

 SyTech, Inc.
• Overview
– Head Office in Massachusetts, USA
– 1994: System Integrator
– 1995: Report Manager V1.0
– 2000: XLReporter V1.0
– 2001: Rockwell Encompass Partner
– 2020: XLReporter V14.1
• Reports and Dashboards for Industry

• Users Worldwide
– End Users
– System Integrators
– OEMs and Machine Builders

Copyright © SyTech, Inc. 2020. All rights reserved.

 XLReporter in Industry

• XLReporter Reports for all Industries

– Water Treatment (EPA)
– Wastewater Treatment (EPA)
– Manufacturing
– Energy Management
– Food and Beverage (FDA)
– Operations
– Equipment Effectiveness (OEE)
– Alarm Management (ISA 18.2)
– Life Sciences (Pharma, BioTech)
– It’s Endless …

Copyright © SyTech, Inc. 2020. All rights reserved.

 XLReporter Overview
Connect Design Report Distribute

• Connect To Over 80 Data Sources

– Encompass Partner Products
– Standards such as OPC and OLE-DB

• Design Workbook Templates

– Design Studio Standalone or
Desktop Reports
– Design Studio in
• Report Automatically or On-Demand
– Schedule Reports on Time or Events
– Schedule Tasks beyond Reporting
Workbook template

• Distribute Automatically or On-Demand Automatically

On-demand
– Workbook, PDF, and Web Reports
– Email, FTP, Print Mobile Reports

Copyright © SyTech, Inc. 2020. All rights reserved.

 XLReporter Features
• Built on Latest Technologies
– Microsoft Open XML, HTML5, Bootstrap, Angular
• No Limits on Tags, Templates or Reports
• No Scripting or Programming
• Analytics “Out-Of-Box”
• Responsive Web Reports
• SPC Dashboards
• 21CFR Part11 Features
Desktop View
– Version Control, Electronic Signatures
• Manual Data Entry
– Operator Rounds Installation – Local vs Distributed

Mobile View

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Small Facilities to Fortune 500 Companies

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 Data Connectors

ODBC Logs Alarms/Events

RSLinx Panel View OPC HDA/UA SQL Server HMS Ewon ProSoft
OPC DA/UA ODBC/OLE-DB

Live Historical Database IoT

XLReporter Reporting Platform

Report Automatically Publish Automatically Report On Demand

on time/on event on time/on event windows/web client

Copyright © SyTech, Inc. 2020. All rights reserved.

 FactoryTalk View Data Agent Connector
Supported with FactoryTalk View SE V10, V11 and V12

Live Data Logs Alarms/Events

Live Historical Database

FactoryTalk Services Platform
FactoryTalk View Data Agent
XLReporter Reporting Platform

Report Automatically Publish Automatically Report On Demand

on time/on event on time/on event windows/web client

Copyright © SyTech, Inc. 2020. All rights reserved.

XLReporter for Live Data
RSLinx, FT Linx, OPC DA, OPC UA

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 XLReporter for Live Data

• No Database or Historian Required

• “Report As You Run” Technology
– Produce Reports On Time or Events
– Capture data directly to the report
– Set Custom Report Names
• Use Date Settings or PLC Values

• Provide PLC Handshake/Heartbeat

• Target Users
– Replacement to Manual Collection
– Cannot Justify Historian
• Few tags every 15 minutes
– Entry-level Reporting

Copyright © SyTech, Inc. 2020. All rights reserved.

 Case Study: Clean In Place
• Requirement
– Produce a CIP report for each cleaning cycle
– Data directly from the PLC
– Name report with Date and Cycle ID
– Save the reports for FDA audit

• Solution
– Add heading on the “Start Cycle” event
– Read PLC periodically while “In Progress” event
• Append data to the report
– Add summary on the “End Cycle” event

Copyright © SyTech, Inc. 2020. All rights reserved.

 XLReporter for Historian
FactoryTalk View SE Data Logs, FactoryTalk Historian SE, OPC HDA

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 XLReporter for Historian
• Report Directly from Historian  General  Sample Analysis
• First sample • Sample count
– No intermediate storage • Time of first sample
• Sample duration
• Last Sample
 Performance
• Data Analytics •
•
Time of last sample
Maximum • State count
• Time of maximum • State duration
– Turn Raw Data to Information • Minimum • ON count
• Cycle Times • Time of minimum • ON duration
• Count • OFF count
• Summaries • Average • OFF duration
• Total
• Web Portal • Deviation  Energy
• Produced energy
• Variance
– Windows and Web Clients • Quality • Produced emission
 Accumulation  Pulse Analysis
– Explore at www.xlreporter.net • First accumulation • Pulse count
• Last accumulation • Pulse duration
• Target Users  Difference • Pulse maximum
• First difference • Time of pulse maximum
– Report Analysis Tools • First accumulated difference • Pulse minimum
• Last difference
• Time of pulse minimum
– Distributed On-Demand Reports • Last Accumulated difference

– Report Plugin for HMI Displays Data Analytics

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 Case Study: Overall Equipment Effectiveness
• Objective
– Calculate OEE for Each Line
• OEE = Availability * Quality * Performance
– Produce Summary Report Daily
– Push OEE Scores to Message Boards

• Solution
– Update Report Every Hour
– Calculate OEE Score with Workbook formula
– Push to OEE scores to PLC
– Produce Daily Summary

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XLReporter for Database
FactoryTalk Alarms and Events, SQL Server, MySQL

Copyright © SyTech, Inc. 2020. All rights reserved.

 XLReporter for Databases

• Data from Standard Databases

– SQL Server
– MySQL
• No SQL Programming
– Point and Click Query Builder
– Stored Procedures
– Build Dynamic SQL with Variables
• ISA 18.2/IEC62682 Alarm Module
• What are the top 5 occurring alarms
• When did alarm floods occur
• Target Users
– Not Familiar with SQL Concepts
– Needing ISA 18.2 Compliance
Copyright © SyTech, Inc. 2020. All rights reserved.
 Top Alarm Sources
The percentage of alarms coming from the most
frequent alarm sources relative to the total alarm count

Top Ten Alarms create 31% of

notifications!

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Alarm Bad Actors

Top Ten Alarms create 31% of

notifications!

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 Alarm Floods
Alarm Flood starts when there are more than 10 alarms in 10 mins
and ends when there are less than 5 alarm in 10 mins

Floods last a long

period of time
Multiple Flood scenarios

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 XLReporter for IoT
Encompass Partners : HMS and ProSoft

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 Case Study: Production Summary

• Objective
– Retrieve from Multiple Sites
– Produce Corporate Reports
• Production
• Equipment efficiency

• Solution
– Configure Talk2M Cloud Storage
– Upload from Each Site using REST API Fetch/Store
– Consolidate Data at Head Office Report
– Report and Email Distribute

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Production Dashboard

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 Scalable

Machine Builders, OEMS Local HMI Systems Discrete and Hybrid Systems Distributed HMI Systems

Excel Replacement Electronic Forms 21 CFR Part 11 Features Web Reporting

Entry Level Reporting Low cost data logger ISA 18.2 Alarm Management

Live
$995 Historical
$1595 Database
$1995 Distributed
$2595

1 Client (Windows or Web) 5 Clients (Windows or Web)

60 Days Support One Year Support and Updates

Copyright © SyTech, Inc. 2020. All rights reserved.

Start for Free

Copyright © SyTech, Inc. 2020. All rights reserved.

 How Do You Start?
• Download XLReporter
– www.sytech.com
– www.TheReportCompany.com

• Setup Data Connectors

– Simulators provided

• Review Media
– Document Library
– Video Library
– Tutorials

• Contact Us

Copyright © SyTech, Inc. 2020. All rights reserved.

 Over 25 Years of Excellence

www.SyTech.com

SyTechInc

SyTech_Reports

SyTech-Inc

Reports and Dashboards for Industry

“The automation interface provided by SyTech enables Excel

(technology) to be used in more niche markets that require
automated and unattended operation.”
Microsoft Corporation.

Copyright © SyTech, Inc. 2020. All rights reserved.