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Important general rules discussed in this document that everyone should be aware of when creating dashboards:

[ReasonState] is the preferred metric when dealing with downtime/slow running/micro stoppage/etc. reasons. This means this is preferred over [Reason] metric.

  • Users should avoid adding machine “activity-level” metrics to Dashboard-level filters. These include metrics like:

    • ReasonState

    • Scrap Reason

    • Reason Name

    • ReasonState Group

    • etc.

These metrics should be at the Widget-level in almost all cases.

  • Safe/recommended metrics to add to Dashboard-level filters are anything not directly related to a machine’s “activity” (state, reason, scrap reason, etc.). Examples of safe Dashboard-level filters include:

    • Shift

    • Plant

    • Area

    • Machine Name

    • Job Name

    • Job Filter

    • etc.

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Table of Contents:

Table of Contents

Continuous Improvement Dashboard

Tip

Fixed formula: Total Scheduled Downtime Hours

Widget affected:

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Previous incorrect:

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Updated: filtered correctly for downtime state

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Code Block
([Total Scheduled Hours], [ReasonState Type])

THEN: click on the blue [ReasonState Type] field > Filter > by only Downtime

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Tip

Fixed formula: Total Downtime Hours

Widget affected:

...

Previous incorrect:

...

Updated: filtered correctly for downtime state

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Code Block
([Total Total Hours], [ReasonState Type])

THEN: click on the blue [ReasonState Type] field > Filter > by only Downtime

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Tip

Updated metric: ReasonState Group

Widget affected:

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Previous incorrect:

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Updated: changed [Reason Group1] to [ReasonState Group1]

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  • Have been informed that our customers prefer the behavior of ReasonState over Reason.

    • Reason = show only reasons

    • State = show only states

    • ReasonState = show reasons when available. When not available (operator did not enter a reason), then show the state

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Tip

Updated table: fixed columns that were not accurate

Widget affected:

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Previous incorrect:

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Updated:

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Columns:

  • ReasonState

  • ReasonState Occurrences

  • Total Scheduled Hours

  • Total Hours

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Tip

Updated Dashboard-level filters to avoid issues with data filtering

  • We’ve identified certain use cases where dashboard-level filters may inadvertently cause “No Results” to display in some widgets. More details below.

Widget affected: DASHBOARD-LEVEL FILTERS

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Updated:

  • Removed anything related to either Reasons (ReasonState, Scrap Reason, Reason Group, etc.)

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  • The dashboards do not appear to filter well when there are Reason or State-type filters at dashboard filter level (scrap reasons, downtime reasons, state reasons, state, reasonstate, etc.)

  • It is highly recommended that customers who need to filter by these should do it at widget-level

  • Rule of thumb for deciding when to use Dashboard vs. Widget-level filters:

  • Dashboard filters should stay limited to “anything not directly related to a machine’s recorded status/state/issues”

    • Examples of safe dashboard filters: Machine Name, Area, Plant, Shift, Calendar DateTime, Job Name, Job Filter x, etc.

  • Widget filters are where you can better isolate your filtered data at machine’s “activity” level

    • Examples of safe widget filters: ReasonState, Scrap Reason, etc. along with any other filter (Date, Shift, etc. these are always safe)

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Executive Dashboard

Tip

Overhaul of dashboard – overall change to widget layout to better reflect Executive workflow, and correction of widgets, removal of duplicate metrics

Widgets affected:

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Previous incorrect: The following rows of widgets (left to right) existed:

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  • “Machine Type Pending” text field – incorrect label, not needed

  • Bar chart of OEE at machine level – Machine level should not be this high up in dashboard

  • OEE at plant level

Row 3:

  • “Facilities” - a repeat of OEE at plant level

Row 4:

  • “Facility Production” - bar chart of total production per plant

...

  • “Downtime Plant level” - bar chart comparing plant and total hours – Downtime filter missing

Updated: The following rows of widgets (left to right) now exist:

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  • “Production by Plant” - bar chart of total production per plant → includes total, good, scrap

  • “Production by Machine” - bar chart of total production per machine→ includes total, good, scrap

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Quality Dashboard

Tip

Removed Scrap Reason from dashboard-level filter as it was causing issues, rendering widgets with “No Results”

  • It is highly advised that anything related directly to a machine-level activity (e..g. ReasonState, Scrap Reason, Scrap Group, etc.) should be at widget-level filters from now on, NOT dashboard level filters.

  • Dashboard filters work very well with anything above the machine’s direct activity (e.g. Machine Name, Shift, Job, Job Filter, Plant, Area, Calendar DateTime, etc.)

Widget affected: dashboard filters

Previous incorrect: Scrap Reason (and in some versions, Reason Name) were present in dashboard-level filters

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Updated: Removed all instances of “Reason”s

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Production Combined Dashboard

Tip

Fixed incorrect Expected Runspeed

Widgets affected: Production Summary Table

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Previous incorrect: sum([Job Expected Runspeed]) is incorrect, should be [Average Job Rate]

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Updated: Replaced metric with [Average Job Rate]

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Tip

Fixed incorrect Actual Runspeed

Widgets affected: Production Summary Table

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Previous incorrect: sum([Total Production])/[Total Scheduled Hours], we need field for uptime hours

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Updated: Replaced metric with SUM([Total Production])/[Total Uptime Hours]

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Tip

Fixed Cycle Factor in Job Summary Table

Widgets affected: Job Summary Table

Previous incorrect: Currently, SUM([Job Cycle Factor]), should be Average job cycle factor.

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Updated: AVG([Job Cycle Factor])

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