data exploration - mindsphere · data exploration getting started, 06/2018, v1801.k0522 5...

12
___________________ ___________________ Data Exploration Getting Started 06/2018 V1801.K0522 Introduction 1 Using "Data Exploration" 2

Upload: others

Post on 23-Aug-2020

6 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: Data Exploration - MindSphere · Data Exploration Getting Started, 06/2018, V1801.K0522 5 Introduction 1 Data Exploration is designed to connect your own local Tableau Desktop (Professional

___________________

___________________

Data Exploration

Getting Started

06/2018V1801.K0522

Introduction 1

Using "Data Exploration" 2

Page 2: Data Exploration - MindSphere · Data Exploration Getting Started, 06/2018, V1801.K0522 5 Introduction 1 Data Exploration is designed to connect your own local Tableau Desktop (Professional

Siemens AGDivision Digital FactoryPostfach 48 4890026 NÜRNBERGGERMANY

V1801.K0522Ⓟ 06/2018 Subject to change

Copyright © Siemens AG 2018.All rights reserved

Legal informationWarning notice system

This manual contains notices you have to observe in order to ensure your personal safety, as well as to preventdamage to property. The notices referring to your personal safety are highlighted in the manual by a safety alertsymbol, notices referring only to property damage have no safety alert symbol. These notices shown below aregraded according to the degree of danger.

DANGERindicates that death or severe personal injury will result if proper precautions are not taken.

WARNINGindicates that death or severe personal injury may result if proper precautions are not taken.

CAUTIONindicates that minor personal injury can result if proper precautions are not taken.

NOTICEindicates that property damage can result if proper precautions are not taken.

If more than one degree of danger is present, the warning notice representing the highest degree of danger willbe used. A notice warning of injury to persons with a safety alert symbol may also include a warning relating toproperty damage.

Qualified PersonnelThe product/system described in this documentation may be operated only by personnel qualified for the specifictask in accordance with the relevant documentation, in particular its warning notices and safety instructions.Qualified personnel are those who, based on their training and experience, are capable of identifying risks andavoiding potential hazards when working with these products/systems.

Proper use of Siemens productsNote the following:

WARNINGSiemens products may only be used for the applications described in the catalog and in the relevant technicaldocumentation. If products and components from other manufacturers are used, these must be recommendedor approved by Siemens. Proper transport, storage, installation, assembly, commissioning, operation andmaintenance are required to ensure that the products operate safely and without any problems. The permissibleambient conditions must be complied with. The information in the relevant documentation must be observed.

TrademarksAll names identified by ® are registered trademarks of Siemens AG. The remaining trademarks in this publicationmay be trademarks whose use by third parties for their own purposes could violate the rights of the owner.

Disclaimer of LiabilityWe have reviewed the contents of this publication to ensure consistency with the hardware and softwaredescribed. Since variance cannot be precluded entirely, we cannot guarantee full consistency. However, theinformation in this publication is reviewed regularly and any necessary corrections are included in subsequenteditions.

Page 3: Data Exploration - MindSphere · Data Exploration Getting Started, 06/2018, V1801.K0522 5 Introduction 1 Data Exploration is designed to connect your own local Tableau Desktop (Professional

Data ExplorationGetting Started, 06/2018, V1801.K0522 3

Table of contents

1 Introduction................................................................................................................................... 5

2 Using "Data Exploration" ................................................................................................................ 7

2.1 Step 1: Connecting Tableau Desktop with MindSphere ........................................................ 7

2.2 Step 2: Selecting Assets and Aspects .................................................................................. 8

2.3 Step 3: Selecting data transfer options................................................................................. 9

2.4 Step 4: Visualizing data in Tableau Desktop ...................................................................... 11

Page 4: Data Exploration - MindSphere · Data Exploration Getting Started, 06/2018, V1801.K0522 5 Introduction 1 Data Exploration is designed to connect your own local Tableau Desktop (Professional

Table of contents

Data Exploration4 Getting Started, 06/2018, V1801.K0522

Page 5: Data Exploration - MindSphere · Data Exploration Getting Started, 06/2018, V1801.K0522 5 Introduction 1 Data Exploration is designed to connect your own local Tableau Desktop (Professional

Data ExplorationGetting Started, 06/2018, V1801.K0522 5

Introduction 1Data Exploration is designed to connect your own local Tableau Desktop (ProfessionalEdition) installation with MindSphere.

Features of Data Exploration● Creation of customized visualizations to analyze the data collected in MindSphere

● Root cause analysis for problems such as “Why did I not reach my production targets lastmonth?”

● Data driven business case modelling – Identify new opportunities for additional businessthrough the visualization of collected data

Use of Data Exploration and Visual ExplorerWithin MindSphere, there are two independant Tableau based offerings for datavisualization; Data Exploration and Visual Explorer:

Data Exploration

Data Exploration is designed to connect Tableau Desktop with MindSphere.

The offering from the MindSphere store includes:

● User interface to connect Tableau Desktop with MindSphere

● Data transfer from MindSphere to Tableau Desktop

Visual Explorer

Visual Explorer is designed to create Dashboards for internal use or distribution tocustomers.

The offering from the MindSphere store includes:

● Visual Explorer

● Visual Explorer Connector (synchronize data between MindSphere and Visual Explorer)

There are two different packages for different license types:

● Creator – create new Dashboards

● Viewer – use Dashboards as an App

For more information on how to use Visual Explorer, see Visual Explorer Getting Started.

Page 6: Data Exploration - MindSphere · Data Exploration Getting Started, 06/2018, V1801.K0522 5 Introduction 1 Data Exploration is designed to connect your own local Tableau Desktop (Professional

Introduction

Data Exploration6 Getting Started, 06/2018, V1801.K0522

Page 7: Data Exploration - MindSphere · Data Exploration Getting Started, 06/2018, V1801.K0522 5 Introduction 1 Data Exploration is designed to connect your own local Tableau Desktop (Professional

Data ExplorationGetting Started, 06/2018, V1801.K0522 7

Using "Data Exploration" 2This document shows you how to use Data Exploration by executing the following steps:

1. Connecting Tableau Desktop with MindSphere (Page 7)

2. Selecting Assets and Aspects (Page 8)

3. Selecting data transfer options (Page 9)

4. Visualizing data in Tableau Desktop (Page 11)

2.1 Step 1: Connecting Tableau Desktop with MindSphereTo connect Tableau Desktop with your MindSphere tenant, proceed as follows:

1. In User Management, assign the user role "mdsp:core:twdc.usage" to the users you wantto grant access to Data Exploration.

Note

For more information on assigning user roles, see User Management documentation,chapter "Assigning roles to users"(https://documentation.mindsphere.io/resources/html/user-management/en-US/110533003659.html).

2. Start Tableau Desktop on your local PC.

3. Click on "Connect" > "To a Server/More..." > "Web Data Connector".

4. Enter the following address in the URL field: https://[TENANT]-twdc.eu1.mindsphere.io

Note

Replace "[TENANT]" with your tenant name.

Note

You can also copy the Web Data Connector address from the Tableau Webdata App onyour MindSphere Launchpad.

5. Press "Enter".

6. Enter your MindSphere login data and click on "Sign In".

Data Exploration starts automatically.

Next, you select the Assets and Aspects with the data you want to analyze.

Page 8: Data Exploration - MindSphere · Data Exploration Getting Started, 06/2018, V1801.K0522 5 Introduction 1 Data Exploration is designed to connect your own local Tableau Desktop (Professional

Using "Data Exploration"2.2 Step 2: Selecting Assets and Aspects

Data Exploration8 Getting Started, 06/2018, V1801.K0522

2.2 Step 2: Selecting Assets and AspectsTo select the Assets and Aspects with the data you want to analyze, proceed as follows foreach Asset and Aspect:

1. If it is not already opened, click on the "Select your Assets" tab in Data Exploration.

2. Below "Asset Selection", click on the respective Asset.

Note

When you click on an Asset, the respective Aspect configuration is shown next to it.

3. Below "Aspect Selection", click on the next to the respective Aspect.

Note

When you have chosen an Aspect, a blue circle appears next to the respective Asset.

Data Exploration will create an optimized data scheme for your selected Assets and Aspectsto be analyzed in Tableau Desktop.

Page 9: Data Exploration - MindSphere · Data Exploration Getting Started, 06/2018, V1801.K0522 5 Introduction 1 Data Exploration is designed to connect your own local Tableau Desktop (Professional

Using "Data Exploration"2.3 Step 3: Selecting data transfer options

Data ExplorationGetting Started, 06/2018, V1801.K0522 9

Next, you select the data transfer options for the data of the selected Assets and Aspects.

2.3 Step 3: Selecting data transfer optionsTo select the data transfer options for the data of the selected Assets and Aspects, proceedas follows:

1. Click on the "Preview & Import" tab in Data Exploration.

Note

In the preview window, you can view the data that you will work with in Tableau later on.

If you want to change the selection of Assets and Aspects, you can go back to the "Selectyour Assets" tab.

2. Click on "Time Period", select the start and end date for the data you want to analyze andconfirm with "Close".

3. Click on "Aggregation Method", choose and option and confirm with "Close".

Note

You can choose between raw values and aggregates.

When you choose an aggregate, you can also choose detailed data configurations out ofa list as shown on the user interface (e. g. "average").

Page 10: Data Exploration - MindSphere · Data Exploration Getting Started, 06/2018, V1801.K0522 5 Introduction 1 Data Exploration is designed to connect your own local Tableau Desktop (Professional

Using "Data Exploration"2.3 Step 3: Selecting data transfer options

Data Exploration10 Getting Started, 06/2018, V1801.K0522

4. At "View Schema", you can view the data fields and their data type.

5. Click on "Submit".

The data selection is sent to Tableau Desktop, where it is first depicted in a table.

Next, you can start creating your visual analysis in Tableau Desktop.

Page 11: Data Exploration - MindSphere · Data Exploration Getting Started, 06/2018, V1801.K0522 5 Introduction 1 Data Exploration is designed to connect your own local Tableau Desktop (Professional

Using "Data Exploration"2.4 Step 4: Visualizing data in Tableau Desktop

Data ExplorationGetting Started, 06/2018, V1801.K0522 11

2.4 Step 4: Visualizing data in Tableau DesktopFor more information on how to work with Tableau Desktop, see Get Started with TableauDesktop (https://onlinehelp.tableau.com/current/guides/get-started-tutorial/en-us/get-started-tutorial-home.html).

Page 12: Data Exploration - MindSphere · Data Exploration Getting Started, 06/2018, V1801.K0522 5 Introduction 1 Data Exploration is designed to connect your own local Tableau Desktop (Professional

Using "Data Exploration"2.4 Step 4: Visualizing data in Tableau Desktop

Data Exploration12 Getting Started, 06/2018, V1801.K0522