TIBCO Spotfire Operations Analytics 1.1 ®

TIBCO Spotfire Operations Analytics 1.1  ®
TIBCO Spotfire®
Operations Analytics 1.1
User’s Manual
Revision date: 23 June 2009
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TIBCO Spotfire® Operations Analytics 1.1
Contents
1
Introduction
4
2
Limits
5
2.1
2.2
2.3
2.4
2.5
Creating Limits
Importing Limits
Editing Limits
Exporting Limits
Publishing Limits
3
Visualizations
3.1
3.2
3.3
3.4
Limits and Metrics Table
Bar Chart
Run Chart
Limit Lines
4
Outliers
4.1
Removing Outliers
19
5
Notifications
21
6
Metrics
22
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7
9
10
11
13
13
14
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15
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Introduction
1
Introduction
Welcome to TIBCO Spotfire® Operations Analytics!
Operations Analytics helps you monitor, analyze and set rules for
your process data.
When something goes wrong in your process you want to know what
has gone wrong, and why, as soon as possible. Using Operations
Analytics, you can define the rules for acceptable measurement
results in your process data. When these rules are breached
Operations Analytics will notify you of what has gone wrong. It
allows you to analyze the process data and change the rules if
necessary.
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TIBCO Spotfire® Operations Analytics 1.1
Limits
2
Limits
Limits are a fundamental part of Operations Analytics. They define
which measured values in your processes that differs or are not of a
required quality or standard.
You can define these limits by analyzing your process data in TIBCO
Spotfire and setting the limits accordingly.
The limits are then used by server components to analyze all your
process data and to notify you when measurements are registered
outside the limits you have defined.
2.1
Creating Limits
In order to use limits for your process data, the limits must be created
first. When you create limits you create a Limits and Metrics table.
This contains a limits data table and the metrics you chose to include
for the process data table.
The limits data table contains an upper and a lower limit that are set
when you create the limits. It is used to calculate the lines visualizing
the limits in the visualizations and to set a target value for the data. It
will also be used to evaluate the measurements in your process data
when the limits have been published to the server.
To Create Limits:
1
Select Tools > Operations Analytics > Create Limits...
2
If you have more than one process data table in the document, select
which one to calculate the limits on.
3
Select if you want to calculate limits based on the mean or the median
values in the data table, and type a value for how far apart you want
the limits to be.
4
Select which columns from the process data table you want to create
limits for by selecting them in the Available columns field and click
Add >.
5
Select which metrics you want to display in the Limits and Metrics
table that will be created by clicking Select... next to the Included
metrics field.
6
Select if you want the metrics to be static or updated dynamically.
Note: You can change this option in the visualization later.
7
Click OK.
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Limits
Details on Create Limits Dialog
Option
Description
Process data table
Lists the process data tables in the current
analysis.
Calculate limits data
table of type
Lets you choose if the limits are to be calculated
from the mean or the median of the values in the
chosen columns.
Mean
The limits are set as a number of standard
deviations(std dev) above and below the mean
value. Type the number of standard deviations.
Note: the number must be zero or greater.
Median
The limits are set as a number of interquartile
ranges(IQR) above and below the median value.
Type the number of interquartile ranges.
Note: the number must be zero or greater.
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Available columns
Lists the columns in the chosen data table. You
can narrow down the list by typing a part of a
column name in the search field. Select several
columns by Shift or Ctrl clicking.
Add >
Adds the marked columns to the Included
columns list.
< Remove
Removes the marked columns from the Included
columns list.
Remove All
Removes all columns from the Included columns
list.
TIBCO Spotfire® Operations Analytics 1.1
Limits
Included columns
Lists the columns you have chosen to include in
the limits data table that will be created.
Included metrics
Lists the metrics that can be displayed in the
Limits and Metrics table that will be created.
Note: For more information, see the Metrics
chapter.
Select...
Opens the Select Metrics dialog.
Update metrics when
filtering is changed
If this check box is selected, the metrics in the
limits and metrics table will be updated
dynamically. If it is cleared, the metrics will be
static.
Note: You can change this option in the
visualization later.
Details on Select Metrics Dialog
Select or clear the check boxes of the metrics you want to include or
exclude, respectively, and click OK.
Note: For more information, see the Metrics chapter.
2.2
Importing Limits
If you have saved a limits data table on your computer or if you want
to use a limits data table from your current analysis you can easily
import these instead of creating new limits.
1
To Import Limits:
Select Tools > Operations Analytics > Import Limits...
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Limits
2
If you have more than one process data table in the document, select
which one to calculate the limits on.
3
Select an existing limits data table in the analysis.
OR
Select a file on your computer with an exported limits data table.
4
Select which metrics you want to display in the Limits and Metrics
table that will be created by clicking Select... next to the Included
metrics field.
5
Select if you want the metrics to be static or updated dynamically.
Note: You can change this option in the visualization later.
6
Click OK.
Details on Import Limits Data Table Dialog
Option
Description
Process data table
Lists the process data tables in the current
analysis.
Limits data table
Existing
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If a limits data table exists in the analysis, you can
use it by selecting this option, and selecting a
limits data table in the list.
TIBCO Spotfire® Operations Analytics 1.1
Limits
Import from file
If you have calculated limits before and saved
them on your computer, you can import these
limits by selecting this option.
Browse...
Lets you browse for a file with a limits data table.
Matching columns
Lists the columns in the process data table that
matches the columns in the selected limits data
table.
Included metrics
Lists the metrics that can be displayed in the
Limits and Metrics table that will be created.
Note: For more information, see the Metrics
chapter.
Select...
Opens the Select Metrics dialog.
Update metrics when
filtering is changed
If this check box is selected, the metrics in the
limits and metrics table will be updated
dynamically. If it is cleared, the metrics will be
static.
Note: You can change this option in the
visualization later.
2.3
Editing Limits
If you want to adjust the limits you have set for the data table, this can
easily be done in the Edit Limits dialog, where you can set the limits
to whatever values you want.
To Edit Limits:
1
Right-click on the row in the Limits and Metrics table you want to
edit the limits for.
2
Select Operations Analytics > Edit Limits...
3
Type a lower and/or upper limit value in the respective fields.
Note: Changing the upper or lower limits will also affect the target
value since that value is the mean of the upper and lower limits.
4
Click OK.
Note: If no limits have been calculated, the Edit Limits... option will
be grayed out in the menu.
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Limits
Details on Edit Limits Dialog
2.4
Option
Description
Lower
Shows the current lower limit value, and lets you
type a new value.
Upper
Shows the current upper limit value, and lets you
type a new value.
Target
Shows the target value (the mean value of the
lower and upper values).
Metrics
Lists the metrics displayed in the limits data table.
Column
Lists the name of the metrics.
Value
Lists the values of the metrics.
Exporting Limits
You can save the limits in your analysis by exporting them to a text
file on your computer. This allows you to reuse the limits after
applying more changes in the analysis. You can also reuse the limits
on any other process data table with the same column names. Saving
the limits this way will not publish them to the server and will
therefore not be used as new limits for the evaluation of the process
data.
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To Export Limits:
1
Select Tools > Operations Analytics > Export Limits...
2
If you have more than one limits data table in the document, select
which one to export data from.
3
Click OK.
TIBCO Spotfire® Operations Analytics 1.1
Limits
4
Type a name for the text file where the limits will be saved.
5
Select the location to save the file to.
6
Click Save.
Note: If no limits have been calculated, the Export Limits... option
will be grayed out in the menu.
Details on Export Limits Dialog
2.5
Option
Description
Select limits data
table to export
Lists the limits data tables in the analysis.
Associated process
data table
Shows the process data table associated with the
chosen limits data table.
Publishing Limits
You can publish the limits you have created in the limits data table to
the server. These new limits will be used to evaluate the data in the
process data table.
To Publish Limits:
1
Select Tools > Operations Analytics > Publish Limits...
OR
Right-click on the Limits and Metrics table you have created and
select Operations Analytics > Publish Limits...
2
Make sure that the address where the limits data table will be
published is a valid address where TIBCO Business Works runs.
3
Select the limits data table to publish.
Note: All the limits in this limits data table will be published. If there
are limits you do not wish to publish, these must be deleted first.
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Limits
4
Click OK.
Note: If no limits have been calculated, the Publish Limits... option
will be grayed out in the menu.
Details on Publish Limits Dialog
Option
Description
Address
The address where the limits data table will be
published.
Note: A default address can be set by the
administrator.
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Select limits data
table to publish
Lists the limits data tables in the analysis.
Associated process
data table
Shows the process data table associated with the
chosen limits data table.
TIBCO Spotfire® Operations Analytics 1.1
Visualizations
3
Visualizations
When you have created limits from your process data table, you can
analyze the data in TIBCO Spotfire. When the limits have been set,
three visualizations are created; a Limits and Metrics table, a Bar
chart and a Run chart.
3.1
Limits and Metrics Table
The Limits and Metrics table consists of two parts; the limits data
table and the metrics you chose to include for the process data table.
Limits Data Table
The limits data table (the leftmost five columns in the example above)
contains the name of the columns from the process data table, the way
the limits have been calculated, a lower and upper limit and a target
value.
The upper and lower limits are fixed when you create the limits, and
the target value is the mean of the lower and upper limits. These are
used to calculate the lines visualizing the limits in the visualizations,
and are used to evaluate the measurements in your process data when
the limits have been published to the server.
Metrics
The metrics (the columns to the right of the leftmost five columns) on
the other hand can be either static or dynamic. This is chosen when
the limits are created or imported. If the metrics are static, you can
manually update them after filtering in the data by right-clicking on
the table and selecting Operations Analytics > Update Metrics.
To change the metrics to be updated dynamically, right-click on the
table and select Operations Analytics > Enable Dynamic Metrics.
To change them back to being static, right-click on the table and
select Operations Analytics > Disable Dynamic Metrics.
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Visualizations
3.2
Bar Chart
The bar chart is one way to visualize the process data. The limits and
target values are represented by vertical lines and the measured data is
binned on the x-axis.
In the standard configuration in the example below, the x-axis shows
the values for absorbency and the y-axis shows the number of values
contained in each bin on the x-axis. This is a way to illustrate how
large a part of the measured values lie inside the limits and close to
the target value.
3.3
Run Chart
The run chart is another way to visualize the process data. The limits
and target values are represented by horizontal lines.
In the standard configuration in the example below, the x-axis shows
each measurement and the y-axis shows the values for the
absorbency. This is a way to illustrate the individual measurements
that lie outside the specified limits.
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TIBCO Spotfire® Operations Analytics 1.1
Visualizations
3.4
Limit Lines
The limit lines are the graphical representation of the limits you have
defined. They are shown in both the bar chart and the run chart. By
default the upper and lower limit lines are orange lines and the target
value is shown with a green, dotted line.
On mouseover a tooltip shows the limit line’s value.
To Add Limit Lines:
1
Right-click on the visualization that can, but does not currently, have
limit lines (bar chart or run chart).
2
Select Add Limit Lines...
Note: This option is grayed out if the limit lines already exist.
3
Select the limits data table to get the limits from.
4
Select if you want the limit lines to be visible or not by using the
check boxes.
Comment: By default, the setting you last used will be used here. The
first time all three will be set as visible.
5
Type names for the lines (optional).
6
Set the color for the lines (optional).
7
Select if the lines are to be placed in the background or the foreground
of the visualization.
8
Select if you want the lines to have labels or not, and if you want
these labels to contain the lines names, values or both.
9
Click OK.
Details on Add Limit Lines Dialog
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Visualizations
Option
Description
Limits data table to
add limits for
Lists the limits data tables in the analysis.
Visible
Select or clear the check boxes for each line to set
if they are to be visible or not in the visualization.
Name
Shows suggested names for the lines and lets you
type a name for each line.
Color
Lists the colors you can set for each line.
Place lines in
Lets you choose if you want to place the lines in
the background or the foreground of the
visualization.
Label
Lets you choose if you want the lines to have
labels or not, and if you want these labels to
contain the lines’ names, values or both.
To Remove Limit Lines:
1
Right-click on the visualization with the limit lines you want to
remove (bar chart or run chart).
2
If there are more than one limits data table, select the one you want to
remove the lines for.
3
Click OK.
Details on Remove Limit Lines Dialog
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Option
Description
Limits data table to
add limits for
Lists the limits data tables in the analysis.
TIBCO Spotfire® Operations Analytics 1.1
Visualizations
Visible
Shows which of the lines that are visible in the
visualization.
Note: This option is grayed out and only there for
you to see which lines you are about to remove
from the visualization.
Name
Shows the names of the lines.
Note: This option is grayed out and only there for
you to see which lines you are about to remove
from the visualization.
Color
Shows the colors of the lines.
Note: This option is grayed out and only there for
you to see which lines you are about to remove
from the visualization.
To Edit Limit Lines:
1
Right-click on the visualization with the limit lines you want to edit
(bar chart or run chart).
2
Select Edit Limit Lines...
3
If there are more than one limits data table, select the one you want to
edit the lines for.
4
Select if you want the limit lines to be visible or not by using the
check boxes.
5
Change the names of the lines (optional).
6
Change the color for the lines (optional).
7
Select if the lines are to be placed in the background or the foreground
of the visualization.
8
Select if you want the lines to have labels or not, and if you want
these labels to contain the lines’ names, values or both.
9
Click OK.
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Visualizations
Details on Edit Limit Lines Dialog
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Option
Description
Limits data table to
add limits for
Lists the limits data tables in the analysis.
Visible
Select or clear the check boxes for each line to set
if they are to be visible or not in the visualization.
Name
Shows the names of the lines and lets you type a
new name for each line.
Color
Lists the colors you can set for each line.
Place lines in
Lets you choose if you want to place the lines in
the background or the foreground of the
visualization.
Label
Lets you choose if you want the lines to have
labels or not, and if you want these labels to
contain the lines’ names, values or both.
TIBCO Spotfire® Operations Analytics 1.1
Outliers
4
Outliers
Outliers are the values that are located strictly outside the limits
(below the lower and above the upper). These values are normally the
sample measurements that do not meet the required standards that
have been specified.
In the run chart the outliers are seen as the items located above and
below the upper and lower lines respectively, in the example below:
4.1
Removing Outliers
One reason for removing outliers, especially if you set the limits far
away from the mean or median values, is to get rid of values that you
know are not significant. If a single or a few values differ greatly from
the rest of the values, the reason for this can be an already identified
error that occured at a certain time in the process.
You can then remove these outliers and go back to create new, more
narrow limits, and get a more accurate view of how the values differ.
Note: Removing outliers will cause linked data to become embedded.
Note: If you remove outliers from a calculated column, that column
will become static.
To Remove Outliers:
1
Select Tools > Operations Analytics > Remove Outliers...
OR
Right-click on the Limits and Metrics table you have created and
select Operations Analytics > Remove Outliers...
2
Select the limits data table you want to remove the outliers from.
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Outliers
3
Select which columns in the limits data table you want to remove the
outliers from.
4
Click OK.
Details on Remove Outliers Dialog
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Option
Description
Limits data table
Lists the limits data tables in the analysis.
Available columns
Lists the columns in the chosen data table that
have outliers. You can narrow down the list by
typing a part of a column name in the search field.
Select several columns by Shift or Ctrl clicking.
Add >
Adds the marked columns to the Included
columns list.
< Remove
Removes the marked columns from the Included
columns list.
Remove All
Removes all columns from the Included columns
list.
Included columns
Lists the columns you will remove the outliers
from.
TIBCO Spotfire® Operations Analytics 1.1
Notifications
5
Notifications
When limits are published to the server, they will be used as rules for
the process data. If these rules are breached, the system will notify
you on what has happened.
You will recieve an email containing information on which rule has
been breached and where.
It will also contain a link to a Spotfire analysis file with the relevant
process data. This file lets you analyze the data again and decide if the
limits should be updated.
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Metrics
6
Metrics
These are the metrics that can be included in the limits data table you
create when you calculate limits. For more information, see the
Limits chapter.
Min
The minimum value included in the column of the process data table.
Max
The maximum value included in the column of the process data table.
Mean
The mean, or average, is calculated as the sum of all values in the
column divided by the number of values.
Standard Deviation
The standard deviation is an indication of how dispersed the
probability distribution is about its center. It is estimated as follows:
Where n is the number of values and
is the mean value.
Median
The sample median is the value which, when the values are sorted,
appears in the middle of the list. If the number of values is even, the
median is computed by taking the average of the two middle values.
IQR
The sample interquartile range, IQR, is defined as Q3-Q1. Where Q1
is defined as the value at the 25th sample percentile and Q3 is defined
as the value at the 75th sample percentile.
Comment: 25% of the values lie below the 25th sample percentile and
75% of the values lie below the 75th sample percentile.
CP
The process capability, CP, is a measurement of how “capable” the
process is, based on if most values are located inside the values or not,
and is estimated as follows:
Where UL is the value of the upper limit, LL is the value of the lower
limit and s is the sample standard deviation.
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TIBCO Spotfire® Operations Analytics 1.1
Metrics
CPK
The process capability index, CPK, is a measurement of how
“capable” the process is, based on if most values are located inside the
values or not, and is estimated as follows:
Where UL is the value of the upper limit, LL is the value of the lower
limit, s is the sample standard deviation and
is the sample mean
value.
# Outliers
The number of values located strictly outside the limits (below the
lower and above the upper).
Outlier Proportion
The percentage of all valid values that are located outside the limits.
TIBCO Spotfire® Operations Analytics 1.1
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