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Charts

Explore, trend, and analyze time series and contextualized P&IDs with Charts and no-code tools.

You can create and share template charts with pre-selected time series and calculations to reuse when you or your colleagues troubleshoot or perform root cause analysis.

Create or select a chart​

To create a chart or select an existing chart to work with:

  1. Navigate to the CDF portal application > Charts.

  2. Select + New chart to start a new chart, or select an existing chart from the My charts or Public charts tab.

    On the My charts tab, you'll find the charts you've created yourself, and on the Public charts tab, you'll see the charts you or one of your colleagues have shared with everyone in your organization.

Work with charts​

Use the sections below to learn more about how you can work with your charts.

Add time series​

To add time series data to your chart:

  1. In the chart, select and Add time series to open a panel to the left of the chart.

    • Use the Equipment tag tab to search for the asset related to the time series.

    • Use the Time series tab to search for a specific time series.

    You can also search for an external ID for a time series or an asset. Searching for external IDs only returns exact matches.

  2. Below the chart, you can see the time series you have added.

    tip

    For each time series and calculation, explore the different ways to set units and fine-tune the data display. For example, try to adjust the thickness and color of the diagram line. Use the 🛈 button to see more details.

Add calculations​

Troubleshooting and working on root cause analysis often require calculations ranging from basic algebra to more advanced algorithms. You can apply calculations to one or more time series, and the results display directly in the chart.

To add a new calculation:

  1. In the chart, select and Add calculation to open a panel below the chart.

  2. Right-click the work area in the panel and add one or more input sources.

    info

    By default, Automatic data alignment is enabled for all calculations. To use your own resampling and reindexing parameters, turn off Automatic data alignment and manually add resampling or reindexing function nodes to your calculation.

  3. Right-click the work area to add constants or functions to the calculation. Select 🛈 to view the function details or hover over the parameters for more information.

  4. Pipe the calculations in the correct order, including the final Output node, to complete the computational graph, trigger the calculation to run, and display the result on the chart plot.

If the time series, parameters, constants, or timeframe changes, Charts reruns the calculation and refreshes the results.

tip

You can use one calculation as input to a new calculation to split the calculation into separate steps and view the output from each step.

Schedule calculation​

Beta

The features described in this section are currently in beta testing and are subject to change. We recommend that you don't use the features in production systems.

Create a calculation schedule and save the result as a time series in CDF. You can view the results in tools like PowerBI and Grafana You can also monitor your scheduled calculation.

  1. On a calculation you have just created, select Save and Schedule. On an existing calculation, select the More options icon and then Save and Schedule.
  2. Specify the sign-in credentials for the scheduling job.
NOTE

CDF sign-in credentials are the credentials you use when you sign in to CDF.

CDF Client ID and Client secret are created by your existing identity provider (IdP), often Microsoft Entra ID (formerly Azure Active Directory). Contact your CDF Admin or internal IT if you don't know your Client ID and Client secret.

CDF sign-in credentials may expire and thus stop the scheduled calculations. CDF Client ID and Client secret don't expire and provide a more stable performance.

  1. Select Next.
  2. Name your schedule and select the necessary values.
  3. Select Start schedule.

To stack, overlay, and compare trends for time series, try using click+drag or hover+scroll to adjust and move each diagram axis.

Select a timeframe to navigate between current and historical data or set a specific time and date in the calendar.

info

Charts uses the local time on your computer as the default setting.

Assess data quality with data profiling​

Use data profiling to assess the quality of a time series and if it fits your purpose. Data profiling uses the values in the Industrial Data Science Library (InDSL) and defines gaps if the time deltas deviate by more than 1.5 times the interquartile range.

  1. In the chart, select Data profiling ( ) and then the time series you want to assess in the Source dropdown list.

  2. In the panel, you can see the plot gaps and also toggle between viewing a boxplot and a histogram of time deltas or density.

Set thresholds for historical data​

  1. In the chart, select Thresholds ( ).

  2. In the panel, set the necessary threshold values for time series and calculations.

  3. On the chart plot, you can see if a time series or calculation crosses any thresholds.

Add events​

Events, like a work order or a faulty shutdown, can contain vital information to help analyze time series.

To add events to a chart:

  1. In the chart, select Events.

  2. In the panel, use the filters to select the relevant events.

    The matching events show on the plot for the current time range.

Monitor time series​

Beta

The features described in this section are currently in beta testing and are subject to change. We recommend that you don't use the features in production systems.

Create monitoring jobs to receive email alerts when a time series meets one or more conditions you've defined.

  1. In the chart, select Monitoring.
  2. Name the monitoring job and select the time series or scheduled calculation you want to monitor in the Source dropdown list.
  3. Select the threshold and the Minimum duration for the alert.
  4. Select or create the folder to store the alerts.
  5. Select the users that will receive the email alerts. These users must have User profiles activated.
  6. Select Next to specify the sign-in credentials for the monitoring job.
  7. Select Start monitoring.

Manage monitoring jobs​

Open the Monitoring panel to see the active monitoring jobs.

Subscribe to and resolve alerts​

To subscribe to alerts:

  1. In Charts, select the Monitoring button.
  2. Find the alert you want to subscribe to and select the bell icon 🔔.

To investigate and resolve alerts:

  1. In Charts, select the Monitoring button.
  2. Select the alert you want to investigate and select History to see active and resolved alerts.
  3. Note the date and time of the alert and the time series name to find the incident and investigate the cause of the alert.
  4. To resolve the issue, select Active > Mark as resolved.
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