Log on to the Desktop Client as an administrator, and then perform the following steps to create your custom visual intelligence report:
1. Create a directed graph definition (GraphDef) using the SmartPlant Report Administration module.
You must create a directed GraphDef using the types of tags you want to include in the visual intelligence report. The following must be included:
|
Nodes |
Description |
|---|---|
|
Starting node |
This node should be the interface definition of the tags you want to include. For example, use IPipelineSystem to report on pipelines. |
|
Representation objects |
This node is for the representation objects related to the tags. |
|
Document master |
This node is for the tool document master containing the tags. |
For instructions, see Create a Graph Definition.
2. Create a view definition (ViewDef) based on the directed GraphDef you created in the first step.
You must create a ViewDef based on the directed GraphDef. The following properties must be included:
|
Properties |
Description |
|---|---|
|
DocID |
A property representing the UID of the tool document master.
|
|
GOID |
A property representing the Graphic ID of the representation objects.
|
|
Group by property |
One or more properties you want to filter or group by. For example, use FluidCode to filter pipelines by fluid code.
|
This property must be named 
If you want sort by tag name, you must include a property representing tag names.
This property must be named For instructions, see Create a View Definition.
3. Create one or more ad hoc reports based on the view definition you created in step 2.
You must create an ad hoc report based on the ViewDef. The following properties must be included:
|
Properties |
Description |
|---|---|
|
Set the Report output style to ... |
New Window |
|
Select these properties: |
|
|
To group the report by a filtering property ... |
Set the Set Order on the property to 1 |
|
To sort the report by each group ... |
Set the Set Order on the property you want to sort each group by to 2 |
For instructions, see Adhoc reports.
Here is a report definition for the Pipelines by Fluid Requirement visual intelligence report:
