Guide To Substitution Syntax in AF-EF Data References - v2
Guide To Substitution Syntax in AF-EF Data References - v2
Version 2
October 2015
A Guide to Substitution Syntax for Data References in PI AF and PI Event Frames – Version 1 Introduction
Table of Contents
Introduction ............................................................................................... 4
Purpose ..................................................................................................................... 4
PI Point Data Reference ........................................................................... 4
Tag Name .................................................................................................................. 4
Mapping Using Substitution Strings ................................................................................................. 4
Mapping in Using a Table .............................................................................................................. 12
Using PI Builder ............................................................................................................................. 14
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A Guide to Substitution Syntax for Data References in PI AF and PI Event Frames – Version 1 Introduction
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A Guide to Substitution Syntax for Data References in PI AF and PI Event Frames – Version 1 Introduction
Introduction
Purpose
The substitution parameters in PI Analysis Framework (PI AF) and PI Event Frames (PI EF) are
very powerful for creating a PI AF structure that can leverage the power of the templates and is
more maintainable. Since I could not find a user-focused document, which shows practical
examples of the substitution syntax and examples for the different Data References in PI AF, I
decided to compile one. This document also covers the special syntax used for PI EF.
This document discusses the following:
PI Point
Formula
Table Lookup
String Builder
Event Frames
Tag Name
If the site has adhered to a tag naming convention, then a substitution string can be set up in
the Attribute of the Element Template. This is the best scenario and least amount of work to
maintain and rollout (see Mapping Using Substitution Strings Section below). Unfortunately,
in most cases this is not possible since either there are too many different naming conventions
or there are no naming conventions at all. (See Mapping Using a Table and Using AF
Builder Sections below)
It is up to the reader to decide which approach they prefer and best fits their situation.
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@ symbol means return the value of the Attribute. For example, %@.|PITagName%
means replace with the value of the child Attribute called PITagName.
..\ symbol means go to the parent of the current Element. For example, %..\Element%
means replace with the name of the parent Element.
Examples:
The following shows examples of using the substitution syntax for PI tag naming:
Default setting
Getting value of another Attribute
Using Element hierarchy
Substituting Server name
Syntax Examples
Default Setting
%Element%.%Attribute%
Example:
Figure 1 shows the default setting when creating a PI Point Data Reference. The
substitution string is %Element%.%Attribute% . The substitution will use the name of the
current Element and the name of the current Attribute. In this example, Element name is
P-101 and the Attribute name is Temperature. The resulting PI tag name is P-
101.Temperature, see Figure 2.
Figure 1
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Figure 2
Example:
You can also use the substitution parameters to get the value of a particular Attribute. The
example below, in Figure 3, shows the syntax for getting a value from a child Attribute in
the same Element. The substitution string is %@Flowrate|PI Tag% . This means take
the value of the child Attribute PI Tag of the Attribute Flowrate. Figure 4 shows the
resulting substitution.
The value of the child Attribute PI Tag of the Attribute Flowrate is P-101.Operation,
therefore this is the name of the PI Tag that gets substituted.
Figure 3
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Figure 4
An alternate syntax to achieve the same result as above is to use following %@.|PI Tag%
for the Attribute Flowrate. The . means current object, which is the Attribute, and the |
symbol means Attribute. So since the current object is an Attribute, the syntax says
replace with the value of the child Attribute PI Tag of the current Attribute, in the example
above, Figure 4, this would be the FlowRate.
Example:
This example shows how to use values of Attributes from the Parent Element in the
naming of the PI Tag. Figure 5 shows the substitution string syntax. In this example, the
substitution string is %@..\|country%.%@..\|city%.%@..\|entity%.%@asset
id%.NetVolume
Taking the first part of the string, %@..\|country% , the @ symbol means take the value
of, the ..\ symbol means go up one level in the Element hierarchy, the | symbol means
Attribute, and country is the name of the Attribute. The parent Element is Brasil 2 (see
Figures 6 and 7), which has an Attribute named country, whose value is Brasil, therefore
the substitution string %@..\|country% is substituted with Brasil. Similarly for the
%@..\|city% and %@..\|entity% substitution strings. The final part of the substitution
string %@asset id%.NetVolume use the value of the Attribute asset id in the current
Element and append the .NetVolume string. The final substitution result is shown in
Figure 6, which is
Brasil.Porto Alegre.MPC Branch LP Terminal.1-7.NetVolume
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Figure 5
Figure 6
Figure 7
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Example:
When configuring the PI Point Data Reference the default setting for the PI Server name is
%Server%. This will be substituted by the current PI Archive Server name.
Note: The problem with this approach is that if the AF database is exported and then
imported to a new system with a new PI Archive Server, the old PI Archive Server name
will still be in the PI Point Data Reference settings of the Attributes. So one of my maxims
- never use default settings, always change them explicitly, because you never know when
they might cause you headaches.
If you encounter this situation, the following approaches will place the correct PI Archive
Server name when you move the PI AF to a new system:
Method 1 - Import all the Elements into an Excel Worksheet using PI Builder. In the
settings, make sure to select the DataReference and ConfigString options. Do a
global replace on the old server name with the new server name. Then export the
Elements to the PI AF database. (See PI Builder User Manual). You will need the
following settings in PI Builder, see Figure 8 below.
Figure 8
Method 2 - If the PI AF database has already been moved to the new server.
Import all the Elements into an Excel Worksheet using PI Builder as above but
excluding the DataReference and ConfigString options. Then using PI Builder delete
the Elements in the AF database (Note – only do this if all the Elements have an
Element Template, and you have not modified any values in the Element Attributes
outside of the Element Templates). Then recreate the Elements using PI Builder.
You will need the following settings in PI Builder, see Figure 9 below.
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Figure 9
Method 3 - Set up an Element and Attribute that will contain name of the PI Archive
Server (Also remember to convert this Element to a Template. Another one of my
maxims – every Element should be associated with a Template). This is my preferred
approach. The PI Point Data References in the Attributes are then set up with a different
substitution string to the default %Server%. (Remember my maxim from above – never
use default settings. See the example below). Then to change the server name in all
the PI Point Data References simply change the name in this Attribute with the
appropriate PI Archive Server name. Note: this only works for AF 2.6 and later. The
example in Figure 10 shows the Element named PI Server with an Attribute called
Name which is of a string value type. The value of the Name Attribute is the name of
the PI Archive Server.
Figure 10
The syntax for the substitution string in the PI Point Data Reference, shown in Figure 11,
is %@\PI Server|Name% . The @ symbol means take the value of, the \PI Server
means from top of the Element hierarchy use the Element named PI Server, the |Name
means use the Attribute called Name.
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Figure 11
Table of useful substitution parameters for naming PI tags:
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Syntax Examples
%@.|<Attribute Name>%
Example:
The example below can be set up in different ways, but the general syntax is the same.
Steps (the naming for Attributes and Elements in the steps relate to the example in
the Figures below
1. In the Template, create an Attribute, Power Draw and a child Attribute TagName, and set
the Date Reference to PI Point for the parent Attribute. The setting for the tag name is
%@.|TagName%
The syntax meaning of the above substitution string is as follows. Substitute the value of
what is between the % and % symbols. The @ means use the value in the Attribute
named Power Draw|TagName, where the Power Draw is the parent Attribute and
TagName is the child Attribute. See Figure 12.
2. Set the Data Reference for the child TagName to Table Lookup. The setting for the
config string is
ParentName = '%..\..\..\..\Element%' AND ElementName = '%Element%' AND
AttributeName = '%..|Attribute%'
The syntax meaning of the above string is as follows. Compare the ParentName column
to the Element name 4 levels up the hierarchy, and the ElementName column with the
Element containing the Attribute Power Draw, and the AttributeName column with the
parent Attribute name (in this case Power Draw which is the parent Attribute of the
TagName child-Attribute). See Figure 13.
3. Figure 14 shows the table details to support this structure
4. Figure 15 shows the resulting Element hierarchy and substitution results for the
Attribute
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Figure 12
Figure 13
Figure 14
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Figure 15
Using PI Builder
This approach is identical to the one in the Section above, Mapping Using a Table, with
the exception that the child Attribute does not have a Data Reference. The values for the
child Attribute are populated using Excel and the PI Builder. The advantage of this is that
you can populate the names of the PI tags in Excel and you will not break the Element
inheritance from the Template. If you were to enter the PI tag names directly into the
Element Attribute PI Point Data Reference, then the inheritance from the Template is
broken. Another one of my maxims – never break Template inheritance if you can help it.
It will make any changes to configuration much easier later.
Syntax Examples
Example:
This example uses a Meter Template and a parent Attribute Flow which has a child
Attribute TagName to illustrate the use of the PI Builder to set the child Attribute TagName
values for all the meter Elements. In PI Builder, select the Find Elements in the menu,
select the Meter Template, and then select only the check boxes shown in Figure 16. This
will provide a simple list of all meter Elements and only the child Attribute Flow|TagName
for entering the PI tag names.
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Figure 16
The result will be as shown in Figure 17. Then enter the PI tag names in the highlighted
Figure 17
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A Guide to Substitution Syntax for Data References in PI AF and PI Event Frames – Version 1 Formula Data
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General Syntax
The syntax for the Formula settings is:
A={Description};[A] where {Description} would be the string that is shown in the Figures below
under the Description column.
So for example, in Figure 18 below an Attribute named Inherits from C has the Description |C
(about half way down the Figure), then the settings string for the Formula would be
A=|C;[A]
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Syntax Examples
Figure 18
Syntax Examples
This example uses the Elements named and configured as shown in Figure 19.
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Figure 19
Figure 20
Figure 21
Figure 22
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Figure 23
Figure 24
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Substitution Syntax
Example:
This example shows how to use the look up to return the value of the PITag field in the PI
AF Table Table1 by comparing the value of an Attribute PlantCode of a grand-parent
Element in the hierarchy to the AttributeValue field value in the Table. The Element
GrandParent1 has an Attribute PlantCode (Figure 25). The child Element Element1 has
the Table Lookup data reference. The Select statement is
SELECT PITag FROM Table1 WHERE ElementName = '%Element%' AND AttributeValue =
@[..\..\|PlantCode]
There are two substitutions in the Select statement above: %Element% and
@[..\..\|PlantCode], the explanation of these is below.
ElementName = %Element%
Means the name of the Element is substituted into the comparison (%Element%) and then
compared to the value in the ElementName field in the PI AF Table Table1, see Figure
27.
AttributeValue =@[..\..\|PlantCode]
The @ sign means get the value of an Attribute not the name of it. In this Data Reference
the Attribute name to locate must be enclosed inside [ ]. (If the Attribute PlantCode
existed in the same Element, then you do not need to use the [ ] symbols, and all you
would write is @|PlantCode). The ..\..\ signifies go up two levels of Elements in the
hierarchy, so in this example starting at the Element1 go two levels up to Element
GrandParent1. Then the last part of the syntax is |PlantCode , the | signifies that the text
following is an Attribute name, in this case PlantCode. In this case, the value is DEF as
shown in Figure 26.
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Figure 25
Figure 26
Figure 27
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Syntax Meaning
%Element% Returns the name of the Element of
the current Attribute
%\Element% Returns the name of the root Element
from the hierarchy of the Element of
the current Attribute
%..\Element% Returns the name of the parent
Element of the Element of the current
Attribute
%ElementDescription% Returns the description of the Element
of the current Attribute
%Attribute% Returns the name of the Attribute
%..|Atribute% Returns the name of the parent
Attribute of the current Attribute
%System% Returns the name of the PI AF Server
%Database% Returns the name of the PI AF
database
Example:
This example shows a judicious naming of the Attributes in the Element Template and the
column names of the Table so that the query can be made very generic. In this example
the Table has three columns; Name, Value, and Value1. The Attributes in the Element
Template are named Value and Value1. Then the same query is used in both Attributes
with the syntax as follows.
Select [%Attribute%] From <Table Name> Where ‘%Attribute%’ = ‘Attribute%’
Figure 28
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Figure 29
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Reference (PI AF
2.6 or later)
Benefits:
This is useful for getting a string or a numeric value type from other Element Attributes, where
the Attributes do not need to have a PI Point Data Reference.
Create a string by concatenating multiple values from referenced Element Attributes and other
text.
Can get the name of the Element (and its parent Elements). This is a useful technique for
making reporting using SQL statements easier and more efficient. I recommend using this
approach.
Limitations:
Does not perform Unit of Measure conversions
Does not perform any calculations, but there are some basic formatting and string manipulation
functions
Syntax Examples
Example:
Returns the name of the Element of the current Attribute.
Figure 30
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2.6 or later)
Example:
Returns the value of Attribute DVCode in the same Element.
Figure 31
Example:
Returning the value of Attribute PlantCode that belongs to the parent Element.
Figure 32
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2.6 or later)
Figure 33
Example:
Ccreating a string by concatenating the name of the parent Element and the value of the
Attribute PlantCode of the parent Element. The ; is the concatenation symbol.
Figure 34
Syntax Meaning
%Element% Returns the name of the Element of
the current Attribute
%\Element% Returns the name of the root Element
from the hierarchy of the Element of
the current Attribute
%..\Element% Returns the name of the parent
Element of the Element of the current
Attribute
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2.6 or later)
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PI Event Frames
Event Frames can have Attributes that get data from other Event Frames, when the Event
Frames are associated with each other as parent/child. The Attributes can also get data from
the referenced Elements.
Syntax Examples
An Event Frame returning a value from referenced Element
.\Elements[.]|<Attribute Name>
Example:
Event Frame returning the maximum value of the Element Unit1 for the Attribute Power
Used.
Figure 35
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Figure 36
Use the syntax in the above example when there is only one referenced Element. It is
possible and desirable in some situations to have more than one referenced Element for
an Event Frame. In such cases, different search criteria need to be used to get data from
the desired Element. The most useful criteria are:
Index (1 based)
Name (can use wild cards)
Template (cannot use wild cards, must be explicit)
Category (cannot use wild cards, must be explicit)
Syntax Meaning
.\Elements[@Index = 3]|Attr1 Get the value Attribute Attr1 from the
3rd referenced Element
.\Elements[@Name = Pump*]|Attr1 Get the value Attribute Attr1 from the
first referenced Element whose name
starts with Pump
.\Elements[@Template = Process Units]|Attr1 Get the value Attribute Attr1 from the
first referenced Element whose
Template is Process Units
.\Elements[@Category = Rotating Equip]|Attr1 Get the value Attribute Attr1 from the
first referenced Element whose
Category is Rotating Equip
.\Elements[@Category=Rotating Get the value Attribute Attr1 from the
Equip][@Name = Pump*]|Attr1 first referenced Element whose
Category is Rotating Equip and name
starts with Pump
Note: - You can combine several search criteria together in one call as shown by the last
row in the table above.
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Note: - The syntax above is using the Name as the search criteria for the child Element
starting with P-1, but you can also use the Index, Template, and Category.
Example:
Event Frame returning the maximum value of the Unit1 child Element whose name starts
with P-1 for the Attribute Pressure. The Event Frame has Unit1 as the referenced
Element.
Figure 37
Figure 38
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Can get the name of the referenced Element (and its parent Elements). This is a useful
technique for making reporting using SQL statements easier and more efficient. I
recommend using this approach.
Limitations:
Does not perform Unit of Measure conversions
Does not perform any aggregation or calculations
Syntax Examples
An Event Frame returning the name of a referenced Element
“%Element%”
Example:
Event Frame returning the name of the referenced Element.
Figure 39
Example:
Event Frame returning the value of Attribute Mass from the referenced Element.
Figure 40
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Example:
Event Frame returning the value of Attribute Mass from the referenced Element.
Figure 41
Example:
Event Frame returning the value of Attribute Volume from the referenced Element. The
Attribute in the Event Frame is also name Volume.
Figure 42
Figure 43
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Example:
Event Frame returning the value of Attribute Mass from the referenced Element.
Figure 44
Example:
Event Frame creating a string by concatenating the name and description of the
referenced Element and the value of the Attribute Mass of the referenced Element. The ;
is the concatenation symbol.
Figure 45
Syntax Meaning
%ElementPath% Returns the path from the top level
Element to the referenced Element,
e.g. Asset1\Asset2\Asset3
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Note: - The syntax above is using the Name as the search criteria for the child Element
starting with the letter A, but you can also use the Index, Template, and Category.
Example:
Event Frame returning the value of the Attribute Mass from the child Element Asset1 of
the referenced Element Asset2.
Figure 46
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Figure 47
Syntax Examples
An Event Frame returning a value from a referenced Element
A=.\Elements[.]|<Attribute>;[A]
Example:
Event Frame returning the value of Attribute Ratio from the referenced Element.
Figure 48
Use the syntax in the above example when there is only one referenced Element. It is
possible and desirable in some situations to have more than one referenced Element for
an Event Frame. In such cases, different search criteria need to be used to get data from
the desired Element. The most useful criteria are:
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Index (1 based)
Name (can use wild cards)
Template (cannot use wild cards, must be explicit)
Category (cannot use wild cards, must be explicit)
Syntax Meaning
A=.\Elements[@Index = 3]|Attr1 Get the value Attribute Attr1 from the
3rd referenced Element
A=.\Elements[@Name = Pump*]|Attr1 Get the value Attribute Attr1 from the
first referenced Element whose name
starts with Pump
A=.\Elements[@Template = Process Get the value Attribute Attr1 from the
Units]|Attr1 first referenced Element whose
Template is Process Units
A=.\Elements[@Category = Rotating Get the value Attribute Attr1 from the
Equip]|Attr1 first referenced Element whose
Category is Rotating Equip
A=.\Elements[@Category=Rotating Get the value Attribute Attr1 from the
Equip][@Name = Pump*]|Attr1 first referenced Element whose
Category is Rotating Equip and name
starts with Pump
Note: - You can combine several search criteria together in one call as shown by the last
row in the table above.
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Can get the name of the referenced Element (and its parent Elements). This is a useful
technique for making reporting using SQL statements easier and more efficient. I
recommend using this approach.
Limitations:
Does not perform Unit of Measure conversions
Does not perform any aggregation or calculations
Syntax Examples
Example:
Event Frame returning the name of the parent Event Frame.
Figure 49
Syntax Meaning
%Template% Returns the name of the Event Frame
Template
%EventFrame% Returns the name of the Event Frame
%..\EventFrame% Returns the name of the parent Event
Frame of the current Event Frame. If
there is no parent Event Frame a blank
is returned.
%EventFrameDescription% Returns the Event Frame description
%StartTime% Returns the start time of the Event
Frame
%EndTime% Returns the end time of the Event
Frame
%System% Returns the name of the PI AF Server
%Database% Returns the name of the PI AF
database
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Example:
Event Frame returning the value of Attribute Limit from the parent Event Frame.
Figure 50
Figure 51
Note: - The syntax above is using the Template as the search criteria for the child
Element, but you can also use the Index, Name, and Category.
Note: - You must name the child Event Frame to prevent getting an error message.
Example:
Event Frame returning the value of Attribute Area from the child Event Frame whose
Template is ChildEvent.
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Figure 52
Syntax Examples
Example:
Event Frame returning the value of Attribute Rate from the parent Event Frame.
Figure 53
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Figure 54
Note: - In this example the value in the attributes for the parent and child Event Frames
are not the same. The reason is that in the parent Event Frame the attribute is configured
to get the End Time value from the referenced Element's Rate Attribute, and the End
Times for the parent and child Event Frames are different. Hence, the End time of the
Event Frame is passed to the call for the data.
Note: - The syntax above is using the Template as the search criteria for the child
Element, but you can also use the Index, Name, and Category.
Note: - You must name the child Event Frame to prevent getting an error message.
Example:
Event Frame returning the value of Attribute Value from the child Event Frame.
Figure 55
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