In this video, we will teach you how
to integrate additional data—data that goes beyond event frames—into your reports
using journal actions. Let's get started! With journal actions, you can fully unlock
the potential of data in your reports. They enable you to capture more than
just specific event details. Let's see how it looks in action
and move on to an exercise. Our task is to add a Journal Action that consists
of a Trend, Summary Value (of Minimum, Maximum, and Average), and Profile
(Values at the Start
Time and End Time) Result Definitions of the PI Point CDT158 of a reactor under the Batch level
to our existing Batch_Report report template. We will begin by adding Journal
Action to our Data Template. In the Data Template tab, right-click
on Batch and Insert a Journal Action. Name it “JournalActionCDT158”
You can see a tab called Action Parameters. An Action Parameter is a way
of defining a data source in RtReports. So, click on the green plus icon and add your
first
action parameter. Name it Tag1, for the type select PITag from the drop-down
list. A tag search window should open up. Write "CDT158" in the Tag mask and click on search.
Select the CDT158 PI Point and click on OK. Now go to the Journal Action Edit and the Action
Results tab. This is where we will assign journal actions to the PI Tag CDT158. In other words,
we will decide what outputs we want to see. Click on the green plus icon. For the name type:
Trend ▶ select type: Trend ▶ and drag you
r “Tag” from the left side of the window to Data source
on the right side. Notice the curly brackets: this means it is an action parameter.
Click again on the green plus icon ▶ + ▶ For the name type: Summ ▶ Select the type:
Summary Value ▶ and again drag “Tag” (from the left) to Data source (on the right) ▶
check “Yes” for Minimum, Maximum, and Average Click one more time on the green plus icon ▶ +
▶ For the name write: Profile ▶ select the type: Profile ▶ and drag the “Tag” (from
the left
) to the Data source ▶ check “Yes” for Start and End ▶ and click on OK
Now save the Report Template ▶ click on F3 to test the report or F5 to refresh. You should see new
values that have been created in the Journal. So, now let's display the Trend in our report.
To do it, first switch to the Format Template tab ▶ and expand the “Main Section”
Select MainContent ▶ and Insert ▶ Trend object ▶for the Node Name type: Trend ▶ browse
and drag the trend value from the journal to the Source field. It
is a really long path so I
will just type it in on the screen for you. The last thing, change the Trend
Width from 8000 to 18000 Now save the Report Template and Refresh or F5 to
see how the trend is displayed in your report. Now let's add a TraceSet (so, a
smart table) for the Summary Data In Format Template tab ▶
expand the “Main Section” Select “MainContent” ▶ Insert ▶ Trace Set ▶ for
the Node Name type: Summary Values ▶ browse and drag the item you can see on the screen
from the Journ
al to the Source field. So, trace set is a smart table object that
allows you to automatically create columns and rows based on its definitions. So, you
have to define the rows and that's exactly what we are going to do in the next step.
So, go to the rows Definition tab > click on the red X to remove columns Time,
ErrorCode, ErrorDescription, and IsGood, If you're wondering, these columns are
there because the RtReports application queries the DataArchive. While you may
encounter errors an
d wish to display them in your report, we just assume our
data is reliable and just remove them. Go to the Border tab > for
the Frame select: Border. For the Border Width: 1 and click on OK.
Okay, save your Report Template ▶ and click on Refresh or hit F5 on your keyboard.
Now let's add a Table for the Profile Data to our Format Template.
So, go to Format Template and ▶ expand the “Main Section”
Select “MainContent” ▶ Insert ▶ Table ▶ Node Name type: Profile Table ▶ select 1 Row ▶ 4
Columns ▶
go to the Border tab ▶ you are already familiar with it, for the Frame select Border
▶and for the Border Width: 1 ▶ and click on OK Now expand the “Profile Table ▶
rename the TableRow to Values Expand the Values row ▶ Column 1 to 4 ▶ and add
the following Node Names: Tag Name, Description, Value at Start Time, and Value at End Time
Now select the Values row ▶ copy it ▶ select the table header ▶ paste it there
▶ and rename the row to Labels Expand the table header row called Labels ▶ select
each TableData ▶ Insert ▶ Text ▶ and the Text will be, as usual, the same as column names
Now select the Tag Name TableData ▶ Insert ▶ Data ▶ browse and drag the
following item to Source field You might be wondering what this number
14 refers to. I will not go into details, but I encourage you to check out our
Knowledge article if you are interested. Now select the Description TableData ▶ Insert
▶ Data ▶and browse and drag the item you can see on the screen to the Source field
Now select th
e Value at Start Time TableData ▶ Insert ▶ Data ▶ browse and drag the
following item to the Source field Now select the Value at End Time TableData ▶
Insert ▶ Data ▶ and browse and drag the item you can see on the screen to the Source field
Now you can save the Report Template and hit Refresh or F5.
Your report should look similar to what you see on the screen. Thanks
for watching and see you in the next video!
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