Excel Import Reason Tree & Status Mapping¶

Excel Template¶

To import a reason tree and/or a status mapping, Insights Hub OEE requires an excel template that needs to be entered by the user. The template is described in the following sections.

Excel Template Description¶

After opening the excel template, you will find an Excel File already pre-filled with some sample data.

The screenshot above shows how the template is structured. To create a compatible template, follow the below rules:

• First column must always be named Reason
• Second column must always be named Status Code
• Third column must always be named Time Category
• Fourth column must always be named State
• Fifth column and onwards must always be named Reason Layer 1, Reason Layer 2, …, Reason Layer N

The first two columns always describe the last element in the tree hierarchy, the so-called leaves. There is one exception to this concept. Assigning a status code to a Time Category requires an empty reason column. If your reason tree needs to cover up to N Reason Layers, then you have to create N-1 Reason Layers in the template and the Nth element in the tree is covered through the Reason column.

The example template from above covers all possible combinations that can happen in a reason tree and / or status mapping, e.g., status code mapped on a time category or status code mapped on a state or status code mapped to a reason.

The template translates into the following reason tree.

The time categories (Refreshers, Shift Break, Holidays) that were created in the time model but not included in the Excel template, also show up in the reason tree. This is typical and expected behavior of Insights Hub OEE. All reasons in the first column were turned into leaves after the time categories, e.g. "Buffer Full" in the Reason column turned into the following hierarchy "Unplanned Downtime -> Stop -> Filler -> Buffer Full". The other reasons follow the same principle.

The template also contained status codes. The following screenshot shows how the status codes are mapped in the reason tree.

Line 2 and 3 in the excel template above shows how the special case of setting a status code at a time category is handled. Line 7 describes how you can set a status code on state. The other lines in the Excel template show that the combination of the Reason and Status Code column always describe the leaves in the status mapping.

Import Wizard¶

The following sections describes the steps to import a Reason Tree and Status Mapping and steps to import each of them individually. To start the import, navigate to "Configuration" by clicking the gear icon in the navigation bar on the left side. Select either "Reason Trees" or "Status Mappings" to reach the import wizard.

On both of these pages, an import button is available in the upper right corner.

After clicking the button, the import wizard will be displayed.

Import Reason Tree & Status Mapping¶

Select the first option "Reason Tree + Status Mapping" in the wizard and click "Next". Enter the name and description of your choice for the reason tree and status mapping.

To proceed, click "Next" and then click "Upload". Another pop-up will be displayed. Select a file of the type .xlsx.

Click "Next". The file is uploaded and analyzed by Insights Hub OEE. The last screen will show you the details.

The last step shows a preview of the analyzed reasons with their status codes. Check the preview to verify if everything is set up properly in the Excel file.

If warnings or errors will be detected, for example your template is not providing mandatory header cells, they will be displayed here. You can fix this in the file and to go back to step 2 and to re-select the file again. In case of errors, you can not start the import.

To finalize the import procedure, click "Import".

Import Reason Tree¶

Select the second option "Reason Tree" in the wizard and click "Next". Enter the name and description for the reason tree.

To proceed, click "Next" and then click "Upload". Another pop-up is displayed. Select a file of the type .xlsx.

The minimum level of detail that you have to enter is depicted in line 5 of the screenshot below.

Once your Excel file fulfills these requirements, click "Next" and the file is being uploaded and analyzed by Insights Hub OEE.

The last step shows a preview of the analyzed reasons with their status codes. Check the preview to verify if everything is set up properly in the Excel file.

To finalize the import procedure, click "Import".

Import Status Mapping¶

Select the second option "Status Mapping" in the wizard and click "Next". Select an existing reason tree first and enter a name and description for the status mapping.

To proceed, click "Next" and then click "Upload". Another pop-up is displayed. Select a file of the type .xlsx.

A status mapping file should look the same way as it does in the "Reason Tree + Status Mapping" import scenario.

Once your Excel file fulfills these requirements, click "Next" and the file is being uploaded and analyzed by Insights Hub OEE.

The last screen will display the details.

The last step shows a preview of the analyzed reasons with their status codes. Check the preview to see if everything is set up properly in the Excel file.

To finalize the import procedure, click "Import".

Export of Reason Tree and Status Mappings¶

Insights Hub OEE also provides export capabilities for reason trees and status mappings. This can be used to do snapshots of the existing configuration and help to speed up the configuration.

Export of a Reason Tree¶

To export a reason tree, click the gear icon on the left-hand side and go to the configuration. In the next step, click "Reason Trees" to open the reason trees configuration page. On each existing reason tree, you can find three different options: edit, export and delete.

Click the "Download" button to export the reason tree. It will automatically be saved as an Excel file to your default download folder on your PC.

Export of a Status Mapping¶

To export a status mapping, click the gear icon on the left-hand side and go to the configuration. In the next step, click "Status Mappings" to open the status mappings configuration page. On each existing status mapping, you can find three different options: edit, export and delete. Click the "Download" button to export the status mapping. It will automatically be saved as an Excel file on your PC.