Improve Process Effiiciency with Windchill Business Reporting
Transcript of Improve Process Effiiciency with Windchill Business Reporting
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
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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
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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 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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