*
Concepts
*
Tasks
*
Settings

Creating a Basic Comparative Analysis

When creating a comparative analysis, you can choose one of four analysis types: basic, advanced, degradation, or none.
Note: If you select None as the analysis type, the Analysis view does not display the Analysis tab and graph. Readings for the time period, current values, and activities are shown in tables.
This topic explains how to create a basic comparative analysis. The following table shows the basic and advanced analysis types, their features and options:
Feature
Basic
Advanced
Indicators to compare
Yes
Yes
Chart indicators
No
Yes
Descriptive indicators
No
Yes
Readings over time
Options:
•
Show readings history
•
Time period
•
Axis title
•
Indicator for bands
•
Show gauge sidebar
•
Show target line
Yes
Yes
Readings chart type
Yes
No
Current values
Options:
•
Show current values
•
Current values chart type
Yes
Yes
Side-by-Side Comparison
No
Yes
Asset activities
Yes
Yes
Asset Health Indexes
No
Yes
Secondary axes
No
Yes
For related information, see:
•
Overview of Comparative Analysis
•
Creating an Advanced Comparative Analysis.

To Create a Basic Comparative Analysis

1.
In the Site or Asset window, select the Analytics view and the Comparative Analyses tab. This tab shows all existing analyses for the site or asset.
2.
Click New. The New Comparative Analysis dialog appears.
3.
Complete the following:
Setting Name
Description
Title
Enter a descriptive title for the analysis.
Performed by
The name of the employee who created the analysis. You can change the selected name by clicking the browse icon and selecting a different employee.
4.
On the General tab, select the time period to analyze.
5.
Complete the following:
Setting Name
Description
Period type
Select the type of time period to use:
•
Moving period: Select this option to set a time period that is relative to the current date. For example, if you are setting a time period for a comparative analysis, you could create an analysis for readings collected in the last month. If you select this option, each time you open the analysis or dashboard, you might see a different set of readings depending on the current date and the period that was selected to analyze.
•
Fixed period: Select this option for a set time period. When you select this option, you can define the start and end date and time.
Period to analyze
Select the period of time for which you want to display data. You can select from:
•
In the last
•
Last month
•
Last week
•
Last year
•
This month
•
This week
•
This year
•
Today
•
Yesterday
If you select “In the last”, you must also enter a duration (for example, in the last 6 months).
If you select “Fixed period” as the time period type, you also have the option “Custom”. When you select this option, you can enter the dates for which you would like to display data.
With a fixed period, you also have the “On or after” option. You can select the start date and time.
Note: The “Custom” option cannot be used with dashboards that display costs.
Calendar to use
Select the calendar type to use in determining the dates for the costs or readings that will be displayed:
•
Regular: the readings displayed are filtered based on the standard calendar. For example, if the dashboard is showing readings for the current month and the date is December 10, the dashboard shows readings for the period of December 1-10.
•
Financial: the readings displayed are filtered based on your organization’s financial periods. For example, assume that your financial periods start on the first Tuesday of the month. For December 2002, the financial month would then start on December 3, 2002. In this case, on December 10, 2002 a dashboard that is showing “current month” based on the financial calendar would show readings for the period of December 3-10.
Start date
The starting date and time for the analysis period. If you selected a moving date range, you cannot edit the date shown in the box. If you selected a fixed date range, you can directly enter a start date and time in the box.
End date
The ending date and time for the analysis period. If you selected a moving date range, you cannot edit the date shown in the box. If you selected a fixed date range, you can directly enter an end date and time in the box.
6.
On the Indicators to Compare tab, click Browse. The Browse Indicators dialog appears.
7.
Select the indicators for the analysis and click OK. They are listed on the Indicators to Compare tab.
8.
Select the Options tab, for example:
9.
Provide the following information:
Setting Name
Description
Show readings history
Select this option to show the Analysis view, Analysis tab. This tab displays readings over the specified time period.
Show current values
Select this option to show current indicator values in the Analysis view, Indicators tab, Current tab.
Readings chart type
To replace the default chart style shown in the Analysis view, Analysis tab, select a chart type from the list.
Note: This option is available with the basic analysis type when the Show readings history option is selected.
Current values chart
To replace the default chart style shown in the Analysis view, Indicators tab, Current tab when the Chart icon is selected, choose a chart type from the list.
Axis title
You can edit the title for the readings axis in the Analysis view, Analysis tab.
Primary indicator
The primary indicator is used for the alarm bands, gauge, and target line on the charts.
Show gauge sidebar
By default, a gauge sidebar is displayed in the Analysis view, Indicators tab, Readings tab. You can turn this feature off by clearing the selection.
Show target line
By default, the target line is displayed in the Analysis view, Analysis tab. You can turn this feature off by clearing the selection.
10.
Select the Activities tab.
11.
Select the activities to include, as well as the asset:
Setting Name
Description
PM tasks
Select this option to show completed PM tasks in the comparative analysis.
Corrective tasks
Select this option to show completed corrective tasks in the comparative analysis.
Downtime incidents
Select this option to include downtime incidents in the comparative analysis. The start and end points are displayed in the chart.
Start of new asset lives
Select this option to include the start of new asset lives in the comparative analysis.
Component installations
Select this option to include component installations in the comparative analysis. The asset for activities must be a component or location.
Failures
Select this option to include failures in the comparative analysis. APM selects all severities by default. You can clear the options for severities that you do not want to display.
Asset for activities
Browse to select the asset for the comparative analysis activities.
Axis title
You can edit the default title for the legend of activities.
12.
To create the analysis, click OK. The Comparative Analysis window appears. Select the Properties view, General tab to review settings. For example:
13.
Select the Analysis view to see charts of the comparative analysis, For example:
14.
Select the Analysis view, Indicators tab to view readings and current values for the analysis (Current values on the Properties view, Options tab must be selected).
15.
Select the Asset Activities tab to view tables of the asset’s activities. You can choose from these table configurations:
•
Completed tasks for the asset during the time period
•
Failures for the asset during the period
•
Downtime for the asset during the period
•
Downtime that affected the asset during the period
•
Asset lives started or ended for the asset during the period
16.
Select the Individual Asset tab if you wish to view the indicator comparison chart for one of the analysis assets. Select an asset. For example:
Note: Only numeric indicators are supported on this chart.
17.
Select the Compare Indicators tab if you wish to compare a subset of the indicators on the analysis. Select the indicators in the table on the left, click Save, and then click to refresh the chart. For example:
Note: Only numeric indicators are supported by this feature.
18.
Select the Notes tab to record information about the analysis.