Tag Filters

Use value-based filters to restrict visible data to a minimum and maximum range on the Y-axis for plotted tags or tag expressions.

About This Task

A value-based filter allows you to exclude all data on the chart that falls outside the min and max settings for the tag or tag expression selected. All other tags or tag expressions on the chart are not affected. This allows you to focus on the relevant data within the set parameters. Additional filters that are value-based can also be set for other tags or tag expressions on the chart.

Filters can be applied to tags on both Time Series Analysis and Event Data Analysis views. In an Event Data Analysis chart, the min and max values are based on the tag data specific to the events time range, not the entire tag range.

The Plotted Tags section displays a hierarchy of the view's card names, chart names, and tag names for tags that are plotted on a chart in the view. The X-Y and Polar charts display tag series, which are displayed as a series under the chart name, with the tag names displayed below the series. Plotted tags with filters applied appear in the Plotted Tags list with . Plotted tags that are part of a tag series are filtered separately. You can toggle a conditional filter to a value-based filter by selecting for the selected filter.

Note: Hovering over the Filter Mode displays the mode Conditional Filter or Value-Based Filter. Filter mode does not appear on the Tag Tree Browser.

Minimum and maximum filter values for tags or tag expressions can be modified by entering specific values or dragging the bars on the slider.

Filtering for plotted tags and tag expressions can be saved as part of an analysis template; however. when a date range is changed for a plotted tag expression on a template, the filter is not saved.

• To modify value-based filters using the minimum and maximum fields:
  1. In the Applications menu, navigate to the HEALTH section, and then select Analysis.
  2. Use the Context Browser to select an asset context.
  3. In the View Selector, complete one of the following actions:
     • Select a Public Templates or My Templates view.
     • Select New Time Series Analysis or New Event Data Analysis.
  4. On an existing chart with plotted tags or tag expressions, select on the Tag Tree Panel.
     Plotted tags and tag expressions on the view are available for filtering.
  5. Hover over for a tag or tag expression, and make sure the mode is Value-Based Filter.
  6. Enter values into the minimum or maximum fields for the tags or tag expressions, if needed.
     The Apply button is enabled.
  7. Select Apply, to apply all the filters at a time.
  The data for the plotted tag or tag expression on all charts on the view is restricted to the values set for the plotted tag or tag expression.
• To modify value-based filters using the bars on the slider:
  1. On an existing chart with plotted tags or tag expressions, select on the Tag Tree Panel.
     Plotted tags or tag expressions on the view are available for filtering.
  2. Hover over for a tag or tag expression, and make sure the mode is Value-Based Filter.
  3. For a tag or tag expression, select the left slider handle next to the minimum field or the right slider handle next to the maximum field and drag it to the position needed. Repeat this action for more tags or tag expressions as needed.
     You can slide either or both bars on the slider to adjust values. The values in the minimum and maximum fields change as you drag the slider handles. You can also select a specific range using the slider handlers and then slide it across the slider bar. The values in the minimum and maximum fields are updated as per the specified range.
  4. Select Apply, to apply all the filters at a time.
  The data for the plotted tags or tag expressions on all charts on the view is restricted to the values set for the plotted tag or tag expression.

Use conditional filters to display data where the filtered range for all tags or tag expressions on the chart is valid for the conditionalized tag or tag expression.

About This Task

Conditionalized filters allow you to filter all the data in the charts and template to display data when the condition is true. This allows you to display data in the charts based on the operating mode of the equipment.

A conditionalized filter allows you to exclude all data on the chart that falls outside the min and max settings for the tag or tag expression selected. All other tags or tag expressions on the chart also exclude data outside these settings. This allows you to focus on the relevant data within the set parameters. You can set additional conditional filters for other tags or tag expressions, making the data range set cumulative. Separate filters that are value-based can also be set for other tags or tag expressions on the chart.

You can also have tags or tag expressions with discrete values. To create a condition-based filter with discrete values, select in the Condition Based Filters section and then select View as Discrete Filter. The values are displayed as check boxes; select the required check box. The chart displays data for the filtered values. You can modify the condition-based filters in existing templates to use discrete values instead of a continuous range.

Note: When you set a conditional filter for a tag or tag expression, the x-axis does not change.

When you add multiple conditional filters, the narrowest parameters set for all the conditional filters apply to the data displayed for all the tags or tag expressions. If you combine value-based filters with conditional filters, one of following results is possible:

• If the parameters set for a value-based filter are inside the parameters set for conditional filters, the conditional filters adjust data for all tags or tag expressions to the narrowest parameters set for all the conditional filters. The value-based filter further adjusts data for the tag or tag expression only.
• If one or both parameters set for value-based filter are outside the parameters set for conditional filters, the conditional filters adjust data for all tags or tag expressions to the narrowest parameters set for all the conditional filters. The parameters set for the value-based filter that are outside the parameters set for the conditional filter adjust to the conditional filter parameters.

Filters can be applied to tags on both Time Series Analysis and Event Data Analysis views. In an Event Data Analysis chart, the min and max values are based on the tag data specific to the events time range, not the entire tag range.

The Plotted Tags section displays a hierarchy of the view's card names, chart names, and tag names for tags that are plotted on a chart in the view. The X-Y and Polar charts display tag series, which are displayed as a series under the chart name, with the tag names displayed below the series. Plotted tags with filters applied appear in the Plotted Tags list with . Plotted tags that are part of a tag series are filtered separately. You can toggle a value-based filter to a conditional filter by selecting for the selected filter.

Note: Hovering over the Filter Mode icon displays the mode (Conditional Filter or Value-Based Filter). Filter mode does not appear on the Tag Tree Browser.

Minimum and maximum filter values for tags or tag expressions can be modified by entering specific values or dragging the bars on the slider.

Filtering for plotted tags and tag expressions can be saved as part of an analysis template, however, when a date range is changed for a plotted tag expression on a template, the filter is not saved.

• To modify conditional filters using the minimum and maximum fields:
  1. In the Applications menu, navigate to the HEALTH section, and then select Analysis.
  2. Use the Context Browser to select an asset context.
  3. In the View Selector, complete one of the following actions:
     • Select a Public Templates or My Templates view.
     • Select New Time Series Analysis or New Event Data Analysis.
  4. On an existing chart with plotted tags or tag expressions, select on the Tag Tree Panel.
     Plotted tags and tag expressions on the view are available for filtering.
  5. Hover over for a tag or tag expression, and verify the mode is Conditional Filter.
  6. Enter values into the minimum or maximum fields for the tags or tag expressions, if needed.
     The Apply button is enabled.
  7. Select Apply, to apply all the filters at a time.
  The data for all plotted tags or tag expressions on the selected chart on the view is restricted to the values set for the conditionalized plotted tag or tag expression.
• To modify conditional filters using the bars on the slider:
  1. On an existing chart with plotted tags or tag expressions, select on the Tag Tree Panel.
     Plotted tags or tag expressions on the view are available for filtering.
  2. Hover over for a tag or tag expression, and verify the mode is Conditional Filter.
  3. For a tag or tag expression, select the left slider handle next to the minimum field or the right slider handle next to the maximum field and drag it to the position needed. Repeat this action for more tags or tag expressions as needed.
     You can slide either or both bars on the slider to adjust values. The values in the minimum and maximum fields change as you drag the slider handles.

     You can also select a specific range and then slide it across the slider bar. The values in the minimum and maximum fields are updated as per the specified range.

  4. Select Apply, to apply all the filters at a time.
  The data for all plotted tags or tag expressions on the selected chart on the view is restricted to the values set for the conditionalized plotted tag or tag expression.

Use custom discrete filters to display data where the tags or tag expressions are filtered for discrete values instead of a continuous range.

1. In the Applications menu, navigate to the HEALTH section, and then select Analysis.
2. Use the Context Browser to select an asset context.
3. In the View Selector, complete one of the following actions:
   • Select a Public Templates or My Templates view.
   • Select New Time Series Analysis or New Event Data Analysis.
4. On an existing chart with plotted tags or tag expressions, select on the Tag Tree Panel.
   Plotted tags and tag expressions on the view are available for filtering.
5. In the Custom Discrete Filter section, select .
6. Select one of the following options:
   • Create a new custom discrete filter
   • Create a new custom discrete filter group
7. To create a custom discrete filter group, enter the GROUP NAME and TAG EXPRESSION NAME.
8. In the FORMULA field, enter a conditional statement for the filter. Complete the formula string using operands and operators.
   Note: The conditional statement must have :NONE(0) as one of the condition expressions. For example, :IF(($Asset_ID|Tag_1| > value), $Asset_ID|Tag_1|,:NONE(0)).

   Formula help is available if you select .

9. Select Done.
   The tag expression is added.
10. Select the filters in the group, and then select Apply to apply all the filters at a time.
    Note: When multiple filters are selected within a group, the OR condition is applied. If multiple groups are selected, the AND condition is applied.
11. To create a new custom discrete filter, enter the TAG EXPRESSION NAME.
12. In the FORMULA field, enter a conditional statement for the filter. Complete the formula string using operands and operators.
    Note: The conditional statement must have :NONE(0) as one of the condition expressions. For example, :IF(($Asset_ID|Tag_1| > value), $Asset_ID|Tag_1|,:NONE(0)).

    Formula help is available if you select .

13. In the Select Group drop-down list box, select the group to which you want to add the filter.
14. Select Done.
    The tag expression is added.
15. Select the filter and then select Apply.
    The data for the plotted tag or tag expression on all charts on the view is restricted to the values set for the plotted tag or tag expression.

Results

The custom discrete filters for plotted tags and tag expressions can be saved as part of an analysis template.

Note: To delete a custom discrete filter, select the filter and then select . If all the filters in a group are deleted, the custom discrete filter group is also deleted. To modify a filter, you must first delete the filter and then recreate it.

Use the Invert Filter icon to toggle displayed data inside and outside of the restricted data range for a plotted tag.

1. In the Applications menu, navigate to the HEALTH section, and then select Analysis.
2. Use the Context Browser to select an asset context.
3. In the View Selector, complete one of the following actions:
   • Select a Public Templates or My Templates view.
   • Select New Time Series Analysis or New Event Data Analysis.
4. On an existing chart with plotted tags, select on the Tag Tree Panel.
   Plotted tags on the view are available for filtering.
5. Modify the minimum and maximum parameter values for a specified tag.
6. Select for the specified tag.
   The data outside the specified range is displayed for the plotted tag on all charts in the view. Selecting the Invert Filter icon again displays the data inside the specified range.

You can reset all filters for plotted tags on charts or clear a specific filter to display its default value.

• To reset the tag filter for all plotted tags:
  1. In the Applications menu, navigate to the HEALTH section, and then select Analysis.
  2. Use the Context Browser to select an asset context.
  3. In the View Selector, complete one of the following actions:
     • Select a Public Templates or My Templates view.
     • Select New Time Series Analysis or New Event Data Analysis.
  4. On an existing chart with plotted tags, select on the Tag Tree Panel.
     Plotted tags on the view are available for filtering.
  5. Select Reset All.
  All available plotted tags display default minimum and maximum values.
• To clear a tag filter for a specific plotted tag:
  1. On an existing chart with plotted tags, select on the Tag Tree Panel.
  2. Hover over the selected filter, and then select X.
     The selected plotted tag displays default minimum and maximum values.

You can mute or unmute a filter in the Tag Filters pane.

• To mute a filter:
  1. In the Applications menu, navigate to the HEALTH section, and then select Analysis.
  2. Use the Context Browser to select an asset context.
  3. In the View Selector, complete on of the following actions:
     • Select a Public Templates or My Templates view.
     • Select New Time Series Analysis or New Event Data Analysis.
  4. On an existing chart with plotted tags or tag expressions, select on the Tag Tree Panel.
  5. On a value-based or conditional filter, select the colored tag icon.
     The colored tag icon turns gray. If the selected filter is conditional, the full data set for all tags and tag expressions is available on the chart. If the selected filter is value-based, the full data set for the selected tag or tag expression is available for all charts in the view where the tag or tag expression appears.
• To unmute a filter:
  1. On an existing chart with plotted tags or tag expressions, select on the Tag Tree Panel.
  2. On a value-based or conditional filter, select the gray tag icon.
     The gray tag icon resumes its color. If the selected filter is conditional, the data for all plotted tags or tag expression on the selected chart is restricted to the values set for the conditionalized plotted tag or tag expression. If the selected filter is value-based, the data for the plotted tag or tag expression on all charts on the view is restricted to the values set for the plotted tag or tag expression.

You can share filters for tags and tag expressions to templates that are available to you.

1. In the Applications menu, navigate to the HEALTH section, and then select Analysis.
2. Use the Context Browser to select an asset context.
3. In the View Selector, select a Public Templates or My Templates view.
4. Select on the Tag Tree Panel.
5. On a selected filter, select .
6. In the Share Filters dialog box, select a template in the list under Share to Template, and then select Share.
   The filter is shared with the selected template.

   Note: You can share the filter with additional templates by repeating the steps above.