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.
99% of customers will ever only use filters at Dashboard or Widget levels. However, there is technically a way to add a filter directly on a formula within the Formula Editor. SLX development team already built out all common formulas and they are now Saved Formulas. Many of these Saved Formulas use filters directly
Table of contents:
General changes (new formulas etc.)
Dashboard changesUsers 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.
| Table of Contents |
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Continuous Improvement Dashboard
| Tip |
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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 |
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([Total Scheduled Hours], [ReasonState Type]) |
THEN: click on the blue [ReasonState Type] field > Filter > by only Downtime
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| Tip |
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Fixed formula: Total Downtime Hours |
Widget affected:
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Previous incorrect:
...
Updated: filtered correctly for downtime state
...
| Code Block |
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([Total Total Hours], [ReasonState Type]) |
THEN: click on the blue [ReasonState Type] field > Filter > by only Downtime
...
| Tip |
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Updated metric: ReasonState Group |
Widget affected:
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Previous incorrect:
...
Updated: changed [Reason Group1] to [ReasonState Group1]
...
| Tip |
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Updated table: fixed columns that were not accurate |
Widget affected:
...
Previous incorrect:
...
Updated:
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Columns:
ReasonState
ReasonState Occurrences
Total Scheduled Hours
Total Hours
...
Widget affected: DASHBOARD-LEVEL FILTERS
...
Updated:
Removed anything related to either Reasons (ReasonState, Scrap Reason, Reason Group, etc.)
...
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 |
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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:
...
“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
...
Quality Dashboard
| Tip |
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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 |
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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]
...
...
| Tip |
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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
...
Updated: Replaced metric with SUM([Total Production])/[Total Uptime Hours]
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...
| Tip |
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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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