Enhanced Data Entry into Sigmafine. Sandeep Kamani Sigmafine Users Conference San Francisco, April 23, 2012

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1 Enhanced Data Entry into Sigmafine Sandeep Kamani Sigmafine Users Conference San Francisco, April 23, 2012

2 Topics Web Data Entry Introduction Technical Features Supported Systems IMM Excel Data Entry Introduction Supported Systems Sigmafine Excel Data Importer Introduction Features Demo 2

Web Data Entry Introduction Build smart-web-dashboards for

Compatible with: Integration Framework to support manual entry

3 Web Data Entry Introduction Build smart-web-dashboards for Sigmafine manual entry data. Easy-to-use and flexible web manual entry tool. Manual data entry for production accounting GUI based Compatible with: Integration Framework to support manual entry with third party systems (e.g. relational database) COM Connector to support web manual entry with third party historian i 3

4 Web Data Entry Technical Features Based on: Storage: PI-AF (for configuration and data) Business Logic: Sigmafine Web Service Access Presentation: PI WebParts + Sigmafine Web Parts (Web Part from Pimsoft for interacting in read/write mode) 4

5 Web Data Entry Additional Features Measurement types - all types supported by AF: string, integer, float/double, date/time... etc. Measurement Points: Manual and Automatic ti Rule configuration Default override Provides an audit trail Supports pre-validation rules: Bad value Data type Data range (e.g., max, min) Supports group and sub-grouping goup g Security: Granularity is by measurement group Access rights are configurable 5

6 Web Data Entry Supported Systems Release 1.0 (already available): Supported systems: Microsoft MOSS/SharePoint 2007 Sigmafine WebServices and WebParts for Microsoft.NET 2.x. PI-WebParts 3.x Sigmafine 4.4.x for PI-AF 1.3.x Security are mapped with logged Windows account Next Release : Supported systems: Microsoft MOSS/SharePoint 2010 Sigmafine WebServices and WebParts for Microsoft.NET 4.x. PI-WebParts 3.x Sigmafine 4.5.x for PI-AF 2.x Security are mapped with logged Windows account 6

7 IMM Excel Data Entry Introduction GUI based on Excel spreadsheet. Additional method to standard data entry of IMM. Main benefits: Same IMM data-entry features: Smart movement source/destination i elements selection (through h routing table) Movement material assignment by looking up the material over the source/destination objects Movement e mass estimation based on Source/Destination es o tank delta stock or mass calculation (over a meter) 7

8 IMM Excel Data Entry Introduction Speed-up the data entry operation Smart pre-validation and commit Excel Copy/Paste functionality to create a new movement Automatic default values for a quick data insert (e.g., movement Start-Date and End- Date set automatically) Excel spreadsheet can be saved/reopen for off-line operations 8

9 IMM Excel Data Entry Supported Systems Release available Supported systems: Microsoft Windows XP/Vista/2003 Microsoft Excel 2003, 2007 and 2010 Sigmafine IMM for Sigmafine 4.4.x Next Release Supported systems: Microsoft Windows XP/Vista/2003/Windows7/2008 Microsoft Excel 2003, 2007 and 2010 Sigmafine IMM for Sigmafine 4.5.x 9

10 Sigmafine Excel Data Importer Introduction GUI-based with Excel spreadsheet for manual data entry Easy-to-use Based on PI-AF for configuration All Excel functionalities can be used Copy-paste p functions to create new transfers or add Element data Selection menus can be created and used in Excel cells this helps in validation Excel formulas & logic can be used to minimize typing Use existing Excel Templates to load data Build new Excel Templates to load data Uses the Select feature to load only certain rows. Measurement types - all types supported by AF: string, integer, float/double, date/time... etc. Log File provided for data validation 10

11 Oil Refinery Demo Model Used as an Example 11

12 Sigmafine Excel Data Importer Demo Demo 12

Sigmafine Excel Data Importer Importing Elements Data

Select the Database/Model/Model Analysis and Case in

Select the Element radio Button to import data in

Select Data File Folder Folder in which your data

13 Sigmafine Excel Data Importer Importing Elements Data Tanks, Meters etc. Default AF Database gets selected. Select the Database/Model/Model Analysis and Case in which the data will be loaded. Select the Element radio Button to import data in Elements. Check/Uncheck Adjustment option. Select Data File Folder Folder in which your data files reside. Double-click on the data file to open it and make it active. Click Import Data. 13

14 Sigmafine Excel Data Importer Selecting the Data File Folder The Data Importer remembers the Folder selection next time you open. 14

15 Sigmafine Excel Data Importer Tanks Data Import File Shows error message in log file if Element/Attribute names do not exist in Model Column headings are the attribute names Only Elements with x in the select column get imported 15

16 Sigmafine Excel Data Importer Meters Data Import File 16

Select the Database/Model/Model Analysis and

Select the Transfer radio Button to create

Choose the Transfer Template that would be

17 Sigmafine Excel Data Importer Creating Transfers Default AF Database gets selected. Select the Database/Model/Model Analysis and Case in which the data will be loaded. Select the Transfer radio Button to create Transfers. Choose the Transfer Template that would be used to create those Transfers. Select Data File Folder Folder in which your data files reside. Double-click on the data file to open it and make it active. Click Import Data. 17

18 Sigmafine Excel Data Importer Transfer Data Import File Creates Transfers with default names if names not provided in sheet Uses Case Start and End Times if not provided in sheet Column headings are the attribute names Only transfers with x in the select column get created 18

19 Thank you. Questions?

From Material Balance to Metallurgical and Operational Accounting. Luis Yacher Sigmafine Users Conference San Francisco, April 23, 2012

From Material Balance to Metallurgical and Operational Accounting Luis Yacher Sigmafine Users Conference San Francisco, April 23, 2012 AGENDA CONTEXT, the Overall Picture The Role of Data Reconciliation