Oracle Utilities Analytics Dashboards for Work & Asset Analytics

Metric Reference Guide

Release 2.5.2.0.1

E49007-07

June 2016

Oracle Utilities Analytics Dashboards for Work & Asset Analytics Metric Reference Guide

E49007-07

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Preface

This document describes the Work & Asset Analytics metrics (such as dashboards, analyses, and subject areas) available in Oracle Utilities Analytics Dashboards for Work & Asset Analytics . These metrics are used in the prebuilt analyses, and/or available for customers to use via OBIEE Answers in building new analyses or extending existing analyses.

Audience

This guide is intended for all users of Oracle Utilities Analytics Dashboards for Work & Asset Analytics for Oracle Utilities Work & Asset Management.

Related Documents

For more information, see the following documents:

•

Oracle Utilities Analytics Release Notes

•

Oracle Utilities Analytics Getting Started Guide

•

Oracle Utilities Analytics Quick Install Guide

•

Oracle Utilities Analytics Installation Guide

•

Oracle Utilities Analytics Administration Guide

•

Oracle Utilities Analytics Developer’s Guide

See Also :

•

Oracle Utilities Work and Asset Management Documentation Library

Conventions

The following notational conventions are used in this document:

Notation

Indicates

boldface

Graphical user interface elements associated with an action, terms defined in text, or terms defines in the glossary

italic

Book titles, emphasis, or placeholder variables for which you supply particular values

monospace

Commands within a paragraph, URLs, code in examples, text that appears on the screen, or text that you enter

Dashboard Content Reference

Oracle Utilities Analytics Dashboards for Work & Asset Analytics , Release 2.5.2.0.1, provides analysis of the data from Oracle Utilities Work and Asset Management using Oracle Business Intelligence Enterprise Edition built-in metrics. Non-spatial analytics, information that is not tied to geography, is represented in a series of dashboards showing tables, bar graphs, pie charts, and gauges. Spatial analytics, or information that is geographically related, use OBIEE integrated Map Viewer technology to represent events, weather data, map data, and other geographical information.

Work & Asset Analytics includes metrics that help customers to monitor and measure their asset and work order management.

This chapter describes the Work & Asset Analytics’ content in the following dashboard pages:

•

Overview

•

Inventory

•

Storeroom Transactions

•

Cost and Expenditure

•

Maintenance

To access these dashboard pages:

1.

Go to the Home page.

2.

Select > Dashboards > Work & Asset Analytics > Work & Assets.

By default, the data for current month and year is displayed. You can modify the criteria per requirement.

Overview

The Overview dashboard page provides a snapshot of work management process, focusing on the overall health of the organization.

Proactive Maintenance

Property

Details

Description

Proactive maintenance of assets is less expensive and ensures assets are in good condition to prevent break downs. This analysis includes two views which show if the service organization is proactively maintaining their assets or is being reactive.

For selected year:

This view shows proactive maintenance of assets for the selected year.

For selected month:

This view shows proactive maintenance of assets for the selected month.

Purpose

Business users can analyze the targets for proactive maintenance. For example, a goal can be 80% of all maintenance should be proactive as opposed to reactive.

Representation

For selected year:

The gauge shows the proactive percentage for the selected year, using different colors to denote how the business users perceive the calculated result.

Proactive % = 100 * (Proactive Maintenance Cost / (Proactive Maintenance Cost+ Reactive Maintenance Cost))

The needle movement in the gauge towards yellow or red indicates a need to pay more attention on the maintenance scenarios.

Note : The ranges for green, yellow, and red can be customized.

For selected month:

The gauge shows the proactive percentage for the selected month, using different colors to denote how the business users perceive the calculated result. The needle movement in the gauge towards yellow or red indicates a need to pay more attention on the maintenance scenarios.

Note : The ranges for green, yellow, and red can be customized.

Drill Down

The gauges drill down to the Maintenance dashboard page for specific maintenance details.

Source Object

Work Order Task Fact

OBIEE Subject Area

WAM - Work Order Task

Metrics

Proactive %

Actual vs Estimated Total Cost

Property

Details

Description

This analysis shows a monthly comparison of the total estimated costs versus actual costs for the work orders. The cost information comes from the work order cost summaries. The data is displayed for the selected month and previous two months.

Purpose

Business users can analyze the effectiveness of their estimation techniques by showing the deviation between actual and estimated amounts.

Representation

The bar graph shows the estimated total amount and the actual total amount for previous three months. The X-axis represents the month. The Y-axis represents the amount. Hover over the bars for specific values.

Drill Down

The graph drills down to the Cost and Expenditure dashboard page for details about materials, labor, and other costs.

Source Object

Work Order Task Fact

OBIEE Subject Area

WAM - Work Order Task

Metrics

Estimated Total Amount, Actual Total Amount

Inventory

The Inventory dashboard page provides a snapshot of the inventory process. It shows the stock items in inventory and then plots a trend on the stock items over the year.

Inventory Summary

Property

Details

Description

"Inventory" consists of spare assets which can replace the installed assets in case of defects in them.

This analysis shows a summary of all the storerooms and items in each of these storerooms, along with the total value of the stock items. The data is displayed for the selected calendar month.

Purpose

Business users can analyze the storeroom details, stock, and total value. They get a quick snapshot on the inventory status.

Representation

The table lists all the storerooms and number of items in each of these storerooms, in the selected month. It also shows the total value of the stock items.

Drill Down

No drill down

Source Object

Storeroom Inventory Snapshot Fact

OBIEE Subject Area

WAM - Storeroom Inventory Snapshot

Metrics

Stock Items, Total Value

Stockout Trend

Property

Details

Description

A "stockout" is defined as a material request that was not fulfilled because the materials were not available. In the Oracle Utilities Work and Asset Management system, stock outs are tracked in the Storeroom Transaction Log.

This analysis shows the trend of the number of stock outs per month, for the previous 15 months, initially sliced by commodity category.

Purpose

Business users can analyze the trend in stockout. Further, they can look into the cause of stockout in the selected month.

Representation

The View By drop down slices the data by commodity category, storeroom, or stock class.

The line graph shows the monthly trend in stockout of an entity. The X-axis represents the calendar month. The Y-axis represents the stockout. The lines on the graph represent various items in the selected View By entity. Hover over the lines for specific values.

Drill Down

No drill down

Source Object

Storeroom Transaction Fact

OBIEE Subject Area

WAM - Storeroom Transaction

Metrics

Number of Stockouts

Top 10 Stockouts by Stock Code

Property

Details

Description

This analysis shows the top 10 stock codes that had the maximum number of stockouts in the selected month.

Purpose

If the same stock code is consistently out of stock, business users should investigate the reason and have the stock item available.

Representation

The table shows the number of stockout events for each stock code. It also shows the storeroom and stock class details for each stock code.

Rank = Rank (Stockout Events)

Drill Down

No drill down

Source Object

Storeroom Transaction Fact

OBIEE Subject Area

WAM - Storeroom Transaction

Metrics

Stockout Events

Top 10 Stock Codes by Value Over Max

Property

Details

Description

Every stock item has a predefined maximum limit to be maintained at a store room. If the inventory quantity in the storerooms exceeds the maximum limit, the procurement should be adjusted to keep the items in the predefined limit.

This analysis displays the top 10 stock items that exceeded the maximum limit in the selected month. The number of items over the maximum are valued and presented as a dollar value.

Purpose

Business users can take necessary measures so that such stock codes are not produced. Thus, they can plan the usage of these items.

Representation

The table shows the actual stock items on hand and the stock items that exceeded the maximum limit for each of the stock codes. It also displays the respective storeroom details.

Value Over Max = (Quantity Over Max/Value Over Max) * 100

Rank = Rank (Value Over Max)

Drill Down

No drill down

Source Object

Storeroom Inventory Snapshot Fact

OBIEE Subject Area

WAM - Storeroom Inventory Snapshot

Metrics

Quantity On Hand, Quantity Over Max, Value Over Max

Storeroom Transactions

The Storeroom Transactions dashboard page provides a snapshot of the transaction amount for the stock.

Transaction Amount Trend

Property

Details

Description

This analysis summarizes the monthly trend in transaction amount of the storerooms. The data is displayed for the previous 15 months.

Purpose

Business analysts can identify the storerooms where maximum transactions happen and when. The analysis provides a high-level summary and helps in planning the resources accordingly.

Representation

The View By drop down slices the transaction amount by storeroom, stock class, commodity category, or commodity type attributes.

Note : The selected attribute is broadcast to the Transaction Amount Distribution analysis on the same dashboard page

The stacked bar graph compares the month-on-month transaction amount for the selected View By segment, and shows the trend for previous 15 months. The X-axis represents the calendar month. The Y-axis represents the transaction amount. Hover over the bars for specific values.

The table shows the transaction amount and percentage of total for the attribute selected in the View By option. These details are displayed for each of the month for the previous 15 months.

Drill Down

No drill down

Source Object

Storeroom Transaction Fact

OBIEE Subject Area

WAM - Storeroom Transaction

Metrics

Transaction Amount, % of Total

Transaction Amount Distribution

Property

Details

Description

This analysis shows the distribution of transaction amount of the segment initially selected in the Transaction Amount Trend analysis on the same dashboard page. The data is displayed for the selected month.

Purpose

Business users can get an insight into how each storeroom contributes to the total transaction amount. It helps them in planning the resources accordingly.

Representation

The View By drop down slices the transaction amount by storeroom, stock class, commodity category, or commodity type.

Use the slider to view the transformation amount distribution for a particular month.

The pie chart shows the distribution of transaction amount under each attribute for the selected month.

Drill Down

No drill down

Source Object

Storeroom Transaction Fact

OBIEE Subject Area

WAM - Storeroom Transaction

Metrics

Transaction Amount, % of Total

Cost and Expenditure

The Cost and Expenditure dashboard page provides a snapshot of the cost and expenditure incurred in planning the work.

Asset Failure Cost

Property

Details

Description

This analysis provides information about the asset failure cost for 15 months.

Purpose

This analysis gives an overall picture about failures reported by various factors. Business users can take necessary pro-active measures and improve the failure handling capability.

Representation

The Criticality prompt filters the data by criticality. For ex: A failure might impact the production at area level, result in personal injury, or have no impact on production.

The View By drop down slices the data by failure, root cause, repair description, or asset class.

The stacked bar graph shows the asset failure cost for the selected segment for previous 15 months. The X-axis represents the calendar month. The Y-axis represents the failure cost. Hover over the bars for specific values.

Note : Click the graph for respective granular details.

Use the slider to view the failure cost distribution for a particular month.

The pie chart shows the distribution of asset failure costs around a failure for the selected month.

Note : Click the pie chart for respective granular details.

Drill Down

No drill down

Source Object

Work Order Task Fact

OBIEE Subject Area

WAM - Work Order Task

Metrics

Asset Failure Cost, % of Total

Actual vs Estimated Total Cost

Property

Details

Description

This analysis shows the monthly trend between the actual and estimated total costs involved in planning the work. The data is displayed for the previous 15 months.

Purpose

Business users can analyze the effectiveness of their estimation techniques by showing the deviation between actual and estimated amounts.

Representation

The bar graph shows the estimated and actual total amounts for each month, for the previous 15 months. The X-axis represents the calendar month. The Y-axis represents the total amount. Hover over the bars for specific values.

The table displays the estimated cost, the actual cost incurred, and also the difference as a percentage, for the previous 15 months.

% Difference in Cost = (Actual Total Amount / Estimated Total Amount) * 100

Drill Down

No drill down

Source Object

Work Order Task Fact

OBIEE Subject Area

WAM - Work Order Task

Metrics

Estimated Total Amount, Actual Total Amount, % Difference in Cost

Actual vs Estimated Service Cost

Property

Details

Description

This analysis shows the monthly trend between the actual and estimated contract services costs involved in planning the work, for the previous 15 months.

Purpose

Business users can analyze the effectiveness of their estimation techniques by showing the deviation between actual and estimated service costs.

Representation

The bar graph shows the estimated and actual contract services cost for each month, for the previous 15 months. The X-axis represents the calendar month. The Y-axis represents the total services amount. Hover over the bars for specific values.

Drill Down

No drill down

Source Object

Work Order Task Fact

OBIEE Subject Area

WAM - Work Order Task

Metrics

Actual Contract Services Amount, Estimated Contract Services Amount

Actual vs Estimated Cost of Material

Property

Details

Description

This analysis shows the monthly trend between the actual and estimated material costs involved in planning the work, per month, for the previous 15 months.

Purpose

Business users can analyze the effectiveness of their estimation techniques by showing the deviation between actual and estimated costs of materials.

Representation

The bar graph shows the estimated and actual material costs for each month, for the previous 15 months. The X-axis represents the calendar month. The Y-axis represents the total material cost. Hover over the bars for specific values.

Drill Down

No drill down

Source Object

Work Order Task Fact

OBIEE Subject Area

WAM - Work Order Task

Metrics

Actual Materials Amount, Estimated Materials Amount

Actual vs Estimated Labor Cost

Property

Details

Description

This analysis shows the monthly trend between the actual and estimated labor costs involved in planning the work, per month, for the previous 15 months.

Purpose

Business users can analyze the effectiveness of their estimation techniques by showing the deviation between actual and estimated labor costs.

Representation

The bar graph shows the estimated and actual labor costs for each month, for the previous 15 months. The X-axis represents the calendar month. The Y-axis represents the total labor cost. Hover over the bars for specific values.

Drill Down

No drill down

Source Object

Work Order Task Fact

OBIEE Subject Area

WAM - Work Order Task

Metrics

Actual Labor Amount, Estimated Labor Amount

Actual vs Estimated Labor Hours

Property

Details

Description

This analysis shows the trend between the actual and estimated labor hours involved in planning the work, per month, for the previous 15 months.

Purpose

Business users can analyze the effectiveness of their estimation techniques by showing the deviation between actual and estimated labor hours.

Representation

The bar graph shows the estimated and actual labor hours for each month, for the previous 15 months. The X-axis represents the calendar month. The Y-axis represents the total labor hours. Hover over the bars for specific values.

Drill Down

No drill down

Source Object

Work Order Task Fact

OBIEE Subject Area

WAM - Work Order Task

Metrics

Actual Labor Hours, Estimated Labor Hours

Maintenance

The Maintenance dashboard page provides insight into the maintenance costs (such as expenditure, repair, etc) associated with assets.

Proactive Maintenance Trend

Property

Details

Description

This analysis presents the data from the work order showing the trend in proactive versus reactive maintenance work done over the previous 15 months.

Purpose

Business users can analyze the trend in proactive versus reactive maintenance work and make business decisions accordingly.

Representation

The line graph shows the monthly trend in proactive maintenance for the previous 15 months. The X-axis represents the calendar month. The Y-axis represents the proactive maintenance percentage. Hover over the line for specific values.

The table shows the proactive and reactive maintenance details, and also the proactive percentage for each month.

Drill Down

No drill down

Source Object

Work Order Task Fact

OBIEE Subject Area

WAM - Work Order Task

Metrics

Proactive Maintenance, Reactive Maintenance, Proactive %

Maintenance Cost

Property

Details

Description

This analysis presents the total amount spent on maintenance, every year.

Purpose

Business users can analyze the total preventive maintenance costs summarized by year. They can focus on the reasons for any increase in cost in a specific year, and propose suggestions for controlling the costs.

Representation

The bar graph shows the total maintenance costs, for every year. The X-axis represents the calendar year. The Y-axis represents the maintenance cost. Hover over the bars for specific values.

Click the graph to view quarter-wise details of the selected year.

Drill Down

No drill down

Source Object

Work Order Task Fact

OBIEE Subject Area

WAM - Work Order Task

Metrics

Maintenance Cost

Work Order Trend by Type

Property

Details

Description

This analysis shows the total number of work orders closed in a month, by the type of work order. The work order types include urgent, regular, preventive maintenance, emergency, etc. The data is presented for the previous 15 months.

Purpose

Business users can analyze the areas where most efforts are spent. They can come up with respective balancing techniques in all areas.

Representation

The stacked bar graph shows the total work orders per month against each work order type. The data is displayed for the previous 15 months.

The X-axis represents the calendar month. The Y-axis represents the number of work orders. Hover over the bars for specific values.

Drill Down

No drill down

Source Object

Work Order Task Fact

OBIEE Subject Area

WAM - Work Order Task

Metrics

Work Order Count

Average Work Order Completion Time

Property

Details

Description

This analysis presents the overall average time to complete the work orders on hand, per month. The data is shown for the previous 15 months.

Purpose

Business users can analyze how effectively the work orders are being handled over a period of time.

Representation

The line graph shows the number of hours taken to complete the work orders on hand for a month. The X-axis represents the calendar month. The Y-axis represents the hours for completion. Hover over the line for specific values.

Drill Down

No drill down

Source Object

Work Order Task Fact

OBIEE Subject Area

WAM - Work Order Task

Metrics

Average Time to Complete

Work Order Labor Hours

Property

Details

Description

This analysis presents the total labor hours required to complete the work orders on hand. The data is shown for the previous 15 months.

Purpose

Business users can analyze the labor hours spent over a period and the average time taken to handle a task. This helps to identify the effectiveness in labor usage.

Representation

The line-bar combo graph shows the merge view with total labor hours and average labor hours per task aggregated by month. The details are displayed for the previous 15 months.

The X-axis represents the calendar month. The Y1-axis represents the total labor hours, while the Y2-axis represents the average labor hours per task. Hover over the bars or line for specific values.

Drill Down

No drill down

Source Object

Work Order Task Fact

OBIEE Subject Area

WAM - Work Order Task

Metrics

Total Labor Hours, Average Labor Hours

Top 10 Assets With Longest Mean Time to Repair

Property

Details

Description

This analysis shows the top 10 assets with longest mean time to repair. The data is displayed for the selected month.

The source for this information comes from the work order closeout information, where start and finish time details are captured.

Purpose

Business users can identify the assets which take longer to repair. Necessary actions can be taken and planned accordingly.

Representation

The Criticality drop down filters data by the criticality of the asset repair. The Apply button applies the selection to the analysis.

The table shows the mean time taken to repair each asset, ranked by order of mean time.

Mean Time To Repair (hours) = Avg (Actual Labor Hours)

Rank = TOPN (Mean Time To Repair (hours))

Drill Down

No drill down

Source Object

Work Order Task Fact

OBIEE Subject Area

WAM - Work Order Task

Metrics

Mean Time To Repair (Hours)

Top 10 Assets with Highest Work Orders

Property

Details

Description

This analysis shows the top 10 assets with highest number of attached work order tasks in the selected month.

Purpose

Business users can identify the assets in demand, so that the supply can be planned accordingly.

Representation

The Criticality drop down filters data by critical repair details. The Apply button applies the selection to the analysis.

The Asset Class drop down filters data by the type of asset. The Apply button applies the selection to the analysis.

The table shows the number of work order tasks in hand against each asset. It also shows the description and rank for each of the assets.

Rank = Rank (Work Orders)

Drill Down

No drill down

Source Object

Work Order Task Fact

OBIEE Subject Area

WAM - Work Order Task

Metrics

Work Order Count

Top 10 Assets with Highest Expenditure

Property

Details

Description

This analysis shows the top 10 assets that need maximum maintenance in the selected month. Users tend to spend more on these assets.

Purpose

Business users can identify the assets that incur highest expenditure. Service Organizations can plan for alternatives or take necessary actions to reduce the expenses.

Representation

The Criticality drop down filters data by critical repair details. The Apply button applies the selection to the analysis.

The Asset Class drop down filters data by the type of asset. The Apply button applies the selection to the analysis.

The table shows the expenditure of each asset in the selected month. It also shows the asset description, location and department details, and rank for each of the assets.

Rank = TopN (Transaction Amount)

Drill Down

No drill down

Source Object

Work Order Task Fact

OBIEE Subject Area

WAM - Work Order Task

Metrics

Expenditure of the Asset