Improve Process Efficiency with Windchill Business with Windchill Business Reporting

Vishal AroraPTC Product Management

Agenda

Introduction to Windchill Business Reporting

BI and WBR

WBR Product Capabilities

WBR Reports – why, what and when?

Authoring a report

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WBR Features

WBR Optional Modules

© 2009 PTC2

Today’s Reality (source – IBM-Cognos)

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What is Business Intelligence?

Answers three key strategic questions

How are we doing?

– Reports

– Dashboards monitor business metrics

– Scorecards

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Why are we doing it?

– Ability to look at historic data and trends

– Understand the anomalies

What should we be doing?

– Planning and Forecasting

Who benefits from BI/ Reporting?

Executives

Get At-a-glance Dashboards – Investigate details when needed

Business Managers

Understand status, can’t measure or improve process without the ability to measure and report on KPIs

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Professional Authors

Provide real-time access to critical data, formats, distribution options, etc

IT Administrators

Simplified Web Architecture, Extendable Solution

Reporting is Critical to PTC and Customers - Positiv ely Impacts 20 of 25 PDS Processes

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Windchill Business Reporting

Enhanced reporting capabilitiesleveraging Cognos 8 BI

All the power and flexibility ofCognos BI, embedded in Windchill

– Easily and quickly create newreports

– Automate the process of

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– Automate the process ofdistributing information

– Securely access key businessand product metrics

Pre-built UI and data integration

– eliminates the need for customers to develop a custom BI solution

Pre-built reports accelerate time-to-value

– Meet some of the most common information needs

– The number and types of pre-built reports will grow release over release

– Can be used as templates to author new reports

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Windchill Business Reporting (2)

Create graphical and tabular reports easily and qui ckly

Extensive, easy-to-use report formatting capabilities

Charts and graphs (e.g. pie charts and dash boards)

Drill-down to the details

Develop reports with hyperlinks and drill-down to not just see a problem, but actually solve it

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actually solve it

Auto-Report Generation & Distribution

Schedule automated report generation andemail distribution of reports

Multiple report formats

Export to PDF, HTML, Excel, XML, andother formats

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Why IBM-Cognos?

Technology

One product, One architecture

– Complete range of BI capabilities in a single product, on a single proven Web services architecture

Zero footprint, web-based interface for all users

Proven scalability to hundreds of

Gartner Group Magic Quadrant for BI

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Proven scalability to hundreds of thousands of users.

Satisfied key requirements for Windchill Reporting

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Windchill Business Reporting: Power to Assess and Optimize PLM Processes

Provide users with the data they need to:

Improve process execution

Improve resource utilization

Improve product quality and reduce cost

Make it easier to generate and view new cuts

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Make it easier to generate and view new cuts of the data

Reporting is very company-specific; pre-built reports are a starting point

Make it easier for users to “follow the rabbit” with drilldowns

A report raises questions

The objective is to get to an actionable root cause, and drive improvement

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Agenda

Introduction to Windchill Business Reporting

BI and WBR

WBR Product Capabilities

WBR Reports – why, when and what?

Authoring a report

PTC Confidential and Proprietary

WBR Features

WBR Optional Modules

© 2009 PTC10

Why Charts & Graphs? Graphs were invented to bring meanings in quantitat ive data to light

Tables work best when you wish to look up particular values (or precise values)

Graphs make meaningful relationships between values visible by giving them size, shape and color

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When do I need a WBR report?

You should author a WBR report when one or more of the following is true:

Information output is an aggregation of data from several areas in Windchill

Aggregation of reports showing data trends is a requirement

Users need data in multiple formats (email, html, pdf, csv, xml, Excel)

Quantitative data is too complex to analyze

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Quantitative data is too complex to analyze

Tabular output can not display relationships between data values

Data output needs to be scheduled at regular frequency

Data needs to be printed for arriving at an informed decision

What Report types can I create in WBR?

List

Crosstab

Charts and Chart Configurations

Map

Dashboards

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Dashboards

Additional Reports

– Drill-through reports

– Burst reports

– Conditional Reports (and layouts)

What chart type do I need to create?

Purpose Chart Type or Configuration

Show contribution of parts to a whole Pie

Stacked Configuration

100% stacked configuration

Show trends in time or contrast values across different categories

Line

Area

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Area

Bar

Column

Compare groups of related information against actual values

Standard Configuration

Radar

3D

Compare different kinds of quantitative information

Column

Line

Agenda

Introduction to Windchill Business Reporting

BI and WBR

WBR Product Capabilities

WBR Reports – why, what and when?

Authoring a report

PTC Confidential and Proprietary

WBR Features

WBR Optional Modules

© 2009 PTC15

4 Steps for Authoring a WBR Report

1. Windchill Data Query

Query Builder

Info*Engine

2. Update Cognos with Latest Windchill Queries

Windchill Shell or JMX

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Windchill Shell or JMX

3. Define Report in Cognos Report Studio

4. Make Available in Windchill UI

Site – Reports – Edit

– Ready for Use

– Select Available Contexts

Custom Actions Menus

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Agenda

Introduction to Windchill Business Reporting

BI and WBR

WBR Product Capabilities

WBR Reports – why, what and when?

Authoring a report

PTC Confidential and Proprietary

WBR Features

WBR Optional Modules

© 2009 PTC17

Key requirements driving Windchill Reporting

Report Authoring needs

WYSIWYG report formatting and dashboards

Numerical calculations, rollups, filters on queries

Charts to allow aggregation, summary

Infrastructure needs

Drilldown in reports

Honor end-user access control

Real-time access to Windchill data

Integral architecture with rest of Windchill

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summary

Report Generation needs

Event based report generation and scheduling report generation

Multiple publishing formats, viz. Excel, XML, pdf

Web-based report viewing and ability to print WYSIWYG reports

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WBR Report Authoring: WYSIWYG - drag and drop author ing

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WBR Report Authoring: Charts

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WBR Report Authoring: Defining Queries

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WBR Report Authoring: Defining Attributes

Don’t Forget to

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Don’t Forget toVALIDATE!

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WBR Report Authoring: Setting Variables

Variables

Create String, Boolean or Report Language Variables

Used for toggling content, languages, formatting, etc

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WBR Report Authoring: Data Filters

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WBR Report Generation: Schedule based Report genera tion

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WBR Report Generation: Schedule based Report genera tion

Schedule

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Output Formats

Schedule Frequency

Language and Delivery options

Run with preset prompts

Start and End Dates

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WBR Report Generation: Multiple Formats

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WBR Infrastructure: Drill-down

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Drill-down for more details

Conditional Formatting

Active links to Windchill

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WBR Infrastructure – Real-time Access and Access Con trol

Secure data acquisition through Windchill

Query Builder Report Templates and Info*Engine Tasks preserve important object-level access control, allowing wider access to

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allowing wider access to reports.

End user-authenticated report generation to ensure real-time reports are as secure as Windchill itself

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WBR Infrastructure – Expose Reports on any Portal

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Windchill Business Reports in Portals

Embed Windchill Reports in your Corporate Portals

Construct cross-application dashboards

Increase process and product visibility across

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product visibility across the extended team

Supports popular corporate portals, e.g.

– Websphere

– SharePoint

– Netweaver

© 2009 PTC31

Agenda

Introduction to Windchill Business Reporting

BI and WBR

WBR Product Capabilities

WBR Reports – why, what and when?

Authoring a report

PTC Confidential and Proprietary

WBR Features

WBR Modules

© 2009 PTC32

Optional Module – Windchill Business Report Author

Create reports or modify pre-built reports

Develop graphical and tabular reports

Designed for non-IT users

Easy-to-use, drag-and-drop style authoring

Define dashboards

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Utilize a variety of charts – crosstabs, bar/3D bar, pie, line, gauge, funnel, scatter, dot density, waterfall and more

Drill-down within a report

Immediately view detailed information within a summary report

Incorporate data, text, charts, graphs, and images within a single report

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Optional Module – Windchill Business Report Monitor

Create agents to monitor key operational or performance metrics

Define associated conditions to invoke when such conditions are met

Automatically notify users when a threshold or limit has been crossed

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threshold or limit has been crossed

Deliver Information by need rather than by schedule

Distribute information only when something important for the recipient to look at

Escalate action if the deviation continues or close the loop when the situation completes

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Quick Reference: Capabilities and Optional Modules

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Windchill Business Reporting

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Q & A

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