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Trendo Users Guide

The document is a user's guide for Trendo v.2.1, which allows users to combine tag charting and event displays in Insight. Trendo can be accessed from the Insight dashboard and features include tag charting from the database, integrated event displays on charts, and responsive design. The guide outlines how to access Trendo, describes the interface components like the tag manager and event filters, and provides instructions for selecting date ranges, tags, and events to plot charts in Trendo.

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0% found this document useful (0 votes)
59 views15 pages

Trendo Users Guide

The document is a user's guide for Trendo v.2.1, which allows users to combine tag charting and event displays in Insight. Trendo can be accessed from the Insight dashboard and features include tag charting from the database, integrated event displays on charts, and responsive design. The guide outlines how to access Trendo, describes the interface components like the tag manager and event filters, and provides instructions for selecting date ranges, tags, and events to plot charts in Trendo.

Uploaded by

foamtrailer
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Trendo v.2.

1 – User’s Guide

Trendo v. 2.1
User’s Guide

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Trendo v.2.1 – User’s Guide

Table of Contents

Introduction ........................................................................................................................................... 3
Features .................................................................................................................................................. 3
Accessing the Trendo Capability........................................................................................................... 4
Getting to know the Trendo interface .................................................................................................... 6
Plotting a chart in Trendo ...................................................................................................................... 8
Trendo Charting Features .................................................................................................................... 12

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Trendo v.2.1 – User’s Guide

Introduction
Trendo is a new InSight capability enabling users to combine Events with tag charting in InSight.
It is designed to maximize the charting experience and be flexible and responsive to the user
workflow.

Features
The following is a summary of features in the Trendo capability:

• Tag charting via database


• Chart Integrated Events display
• Responsive Design for flexibility and mobility

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Trendo v.2.1 – User’s Guide

Accessing the Trendo Capability


Trendo is an online capability that is available for Dimension-enabled packages. Trendo can be
accessed from the Dashboard within the InSight application.

Desktop

To Access Trendo, enter the InSight application in your browser and ensure you have at least one
package selected. Then click on the Trendo icon in the Dashboard menu.

Packages Selected
Ensure you have at least one package
selected

Trendo icon

Fig. 1: InSight Dashboard Trendo Icon Access Trendo Landing page through the InSight
Dashboard Menu. Trendo is available for
Dimension-enabled units

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Trendo v.2.1 – User’s Guide

Once on the landing page, find the package you wish to view Trendo for and click the Trendo Icon
to access the capability page.

Trendo icon
Access Trendo Capability page by
clicking on the icon for that specific
package

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Trendo v.2.1 – User’s Guide

Getting to know the Trendo interface


Tag Manager

Add and manage tags


selection for charting

Date Selector & Quick Picks


Calendar Date and Quick Date
Selectors for Data Range Time Frame
Event Filters

Add and manage Events tags


for charting

User Guide
Link to User Guide PDF for details on
Fig. 2: Trendo User Interface features and functions.

Date Selector & Quick Picks

A calendar selection and a quick picks menu* is available for quick and easy date selection similar
to other capabilities

* Quick picks are available for time periods up to 6 months

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Trendo v.2.1 – User’s Guide

Events Filters

Allows the display of Events data integrated with analog data on the Trendo chart. The following
selections are available for Events data selection:

SD - Shut Down Events

AL - Alarm Events

ST - Status Events (Threshold limit 50,000 Data points, inactive if exceeded)

ON - ON Events

OFF - OFF Events

Events are displayed at the bottom of the chart on top of the navigator bar. Select or hover the
Events display for expanded events details and counts.

* Events Data Threshold limit set at 150,000 points (records).

Note: Events Status Data may exceed data threshold limit depending on data selection. If this
occurs, Events Status will not be displayed. User are notified of such occurrence through
messaging on the UI.

Tag manager

Select the “Add Tags” icon to enable the Tag Manager Window. The Tag Manager allows to filter
and select Analog data tags available in the package for charting in Trendo. Tag selection can be
revised and is fully configurable at any time during the user session.

* Trendo allows up to 30 tags to be selected concurrently.

Note: Expanded tag details are available when filtered tag is selected.

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Trendo v.2.1 – User’s Guide

User Guide & User Feedback Link

The Trendo user guide is always one click away. Select the user guide icon to access pdf for
reference. Got user feedback? Select the feedback icon to contact us with more information.

Plotting a chart in Trendo

Select Date Range

Fig. 3: Calendar and Quick Pick Date Range Selector

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Trendo v.2.1 – User’s Guide

Select the date range that you would like to chart. Trendo allows for about 6 months of data, for 30
tags, to be displayed during each session*.

*Trendo allows up to 200,000 tag records and up to 150,000 Events records concurrently. Events
Status exceeding 50,000 records are temporarily hidden from the chart to ensure a satisfactory user
experience.

Select Events for Display

Fig. 4: Events Filters

Filter the types of Events you would like to display on the chart. (SD-Shutdowns, AL- Alarms, in
the ON position are set as default selection values). If applicable, data filters can be selected as
well.

Note: Events Status Data may exceed data threshold limit depending on data selection.

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Trendo v.2.1 – User’s Guide

Add Tags for charting

Include tags
Select “+” to add tags
to included tags list for
charting

Select Axis
Tags can be assigned to
multiple axis

Tag Details
Expandable Tag details
available on selection
Units of Measure
Tag Categories
Check categories to display in Update Chart
Available Tags selection box
Loads included tags
selected into the chart
Fig. 5: Trendo Tag Manager Window

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Trendo v.2.1 – User’s Guide

Tag Categories

SD - Shutdown, AL - Alarm, ST - Status, AN - Analog, KT - Constant

Tag Details

Tag Details can be helpful to get further information associated with the tag. To activate Tag
Details, select the tag in the Available Tags or Included tags list. This will expand the Tag line and
display the details associated with the tag.

Fig. 6: Expanded Tag Details

Select Axis

Tags can be assigned to multiple axis from the Included Tags list. The line charts axis is auto
scaled globally.

* Trendo supports up to 4 axis for tag assignment

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Trendo v.2.1 – User’s Guide

Trendo Charting Features


Trendo charting is designed to enhance the user workflow experience offering maximum chart data
display and advanced features for interacting with your selections. Below is an overall description
of the chart display features.

Chart Refresh Chart Tag Display


Click Chart button to refresh This menu displays the Reset Zoom
chart display data tags included on the
Resets Chart to Default
chart main window
View

Axis Display
Multiple Axis display

Chart Navigator
Configurable timeline and data
display selection window

Settings
Access to chart
configuration settings

Fig. 8: Trendo Chart Window


Main Chart Window

Displays all selected tag data

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Trendo v.2.1 – User’s Guide

Chart Tag Display

Tags Selected from the Tag Manager Window are displayed in the Chart Tag Display. Each tag
can be set to active or inactive by selecting the tag for customizing the Tag view. Set to inactive
will hide the tag line from the chart.

Fig. 9: Inactive Tag Display Selection

From the Chart Tag Display, Tags can also be displayed on multiple axis. To assign tag to an axis,
select the tag label to access the tag axis selector. Trendo supports up to 4 axis display.

Fig. 10: Tag Axis Selector

Settings

Navigator display mode and Y-axis display are the available Chart Settings through the Settings
cog. To Show/Hide Y-axis, select the appropriate checkbox in the Settings Cog Menu. To
minimize the navigator, select the checkbox.

Fig. 11: Expanded Trendo Options

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Trendo v.2.1 – User’s Guide

Main Chart Window (Zoom)

Trendo allows zooming to view chart data. This feature enables a quick deep dive into the chart
data. To use the zoom function, mouse click on a click-enabled area on the chart and drag over the
desired data to display. The zoom function will automatically zoom in on the data for that time
period. Zooming will also display the maximum data resolution available in the area selected.
Once the desired zoom area is selected, use the chart navigator to move through the chart area. To
zoom out, select the Reset button to return to the default chart display.

Zoom Column
Left and right boundaries of the
highlighted region denote the
section to zoom in on

Fig. 12: Trendo Zoom

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Trendo v.2.1 – User’s Guide

Y-axis scaling

Y-axis scaling allows for focusing in on the data in the vertical direction. Each Y-axis is default
automatically scaled using the “autoscale” option. Autoscaling carries through when data is
zoomed and when higher resolution data is requested if it is still selected. Thus, this features
maintains full visibility for all data points loaded. If a specific scaling is preferred, it can be
adjusted in the “Edit Y-Axis Scale” toolbox section and specific values for min and max can be set.
Once values are entered, click “Update” to update the chart axis/axes.

Fig. 13: Y-Axis Scaling

Export to Excel

Trendo allows to export all tag data in the current zoom window as an Excel file.

Fig. 14: Export to Excel

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