Automate Calculations with References

Automate Calculations with References

When Calculation templates contain References, there are different automation scenarios to consider. Tasks may be configured that allow for the automatic and varying assignment of Reference values depending upon the incoming data. 

When References have an assigned Equipment and Level, then you must be configure your automations carefully.

 

Global References

A Global Reference does not have any Level or Equipment assignment and the relationship consists simply of the Variable and its constant value; e.g. Variable (Pi) = 3.14159265359

Its value is set for each iteration; it is not dependent upon the Level or Equipment of the input data record.

A Calculation template containing only Global References can be automated across multiple Levels and Equipment. 

You need to produce only:

  • A Saved View (Data Sheet, Chart or Pivoted Datasheet) which determines the Filter Query to produce the incoming data set.
  • One Calculation template with Repeat The Calculation For All Levels selected, to run that Calculation across all Levels founds within the input data set.
  • One Task created that refers to both the Saved View and the Calculation Template.

 

Static Reference Selection - Multiple Calculation Templates and Tasks

To ensure that the correct Reference is used in each and every Calculation, you can produce a Calculation template for each and every Reference change that is required. These Calculation templates must then be automated as individual Tasks and should never be set to run across multiple Levels.  DO NOT set the Calculation Template to Repeat The Calculation For All Levels.

You need to produce:

  • A Saved View (Data Sheet, Chart or Pivoted Datasheet) which determines the Filter Query to produce the incoming data set. Multiple Levels and or Equipment can be present.
  • Distinct Calculation templates for every Level or Equipment expected within the input data set, where the specified Reference in the template is used.
  • Distinct Tasks created that refers to both the Saved View and all the distinct Calculation templates.

This method is the more labour intensive to establish and will produce a multitude of templates and tasks.

 

Dynamic Reference Selection - Single Calculation Template and Task

DataSight has been programmed to be smart about Reference selection when automating Calculations. When you set a Calculation template to Repeat The Calculation For All Levels, and use this in a Task, DataSight's Service Manager reads the Level and Equipment in the incoming data record  and uses this combination to determine which Reference is most applicable.  

To use this method you must ensure:

Each Reference does not have the same Level, Variable and Equipment assignment as another Reference. Each Reference is unique is this respect.

Each Reference must have Equipment and all Levels assigned.

Every Master Variable A data record must have Equipment assigned.  DataSight does not enforce that you must have Equipment mapped upon import, but this will be critical to getting the most out of automated calculations with References.

You need to produce:

  • A Saved View (Data Sheet, Chart or Pivoted Datasheet) which determines the Filter Query to produce the incoming data set.
  • One Calculation template with Repeat The Calculation For All Levels selected, to run that Calculation across all Levels founds within the input data set.
  • One Task created that refers to both the Saved View and the Calculation Template.

Note

Ensure Master Variable A data records have Equipment values.  Other Added Variables do not need to have equipment mapped, so if you require an automated calculation to be performed on system generated variables, just add the original Master Variable A to subsequent calculations for automation purposes.  The References will still be matched with the corresponding data record using Equipment.

 

See also:

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