Jumpstarting PI Vision at Your Plant

Document created by aduhig on Mar 16, 2018
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At OSIsoft, we’ve been teaching workshop-style PI Vision classes to our customers for a while now. These are 3-hour workshops which finish with every attendee creating and presenting a display they've built during the workshop with one important requirement - they must build a display that they will use within the next two weeks in their job. For example, a dashboard showing an overview of an asset they operate, or gathering some really useful trends on a page that they haven't been able to see together before. At the end of the workshop, attendees present their displays and give feedback to the PI System Administrator on what they'd like to see changed or configured in the system to better suit their use case. This has been a very effective way for new users to get some relevant experience with the tool - if each person creates a display that they’ll actually use, they're much more likely to remember how to use PI Vision in the future. It also gives the PI System Administrator valuable feedback on which projects they could undertake or prioritise to get more value out of the system for their users. Typical audiences for these workshops consist of operators, maintenance engineers, metallurgists, chemists, engineering managers and more - anyone who looks at operational data from time to time.


The problem with us running these workshops for you is that we're experts on the PI System - not your plant. Using PI Vision is the easy part in instructing these workshops, the hard part is locating the production data that attendees need to accomplish their goals, and deciding which displays are most important to be built and shared in the organisation. The solution to this problem is easy; instead of having us present the workshop, we give you the tools you need to run one yourself. This post effectively gives you these tools.


This document was originally intended to be downloaded and used in the PI World 2018 learning lab: Jumpstarting PI Vision at Your Plant. If you're attending that lab right now - great! If you've stumbled on this document after the fact - even better! You'll be able to use this document either way. This YouTube video explains the intention of the lab, and gives you a good idea of what to expect.


In the attached document, note the comments - they're meant for the workshop leader (you). Especially note the colour coding:

  • Red text means that you are expected to replace it with your own.
  • Green/Purple text means that you are expected to change either the green text or purple text to black and remove the other. Information is contained in the comment on why you'd keep either option. Generally speaking, Green text should be used if your organisation uses PI AF, and Purple text should be used if it does not. If you do not - I very much recommend you look into using the platform as it's a huge part of the most powerful features of PI Vision.
  • Black comments are presenter advice to assist you, or contain solutions to some of the exercises in case you need them.


The workshop is intended to be interactive, and get straight to the point - building displays. The general flow of the workshop is as follows. Colleagues attending your workshop will…

  1. Be welcomed by you
  2. Be introduced to why they’d use PI Vision
  3. Create a trend
  4. Explore the features of PI Vision
  5. Create a complex symbol
  6. Create their own display, targeting a problem or use case in their work
  7. Present their display to the class and share ideas and enhancements


Feel free to download the document and use this content in any way you see fit. Please comment below if you have any questions or suggestions. If you use this workshop model yourself and have feedback regarding enhancements or usability, I'd very much like to hear from you.