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PI System Visualization Tools Training


In our Visualizing PI System Data class we teach our students how to use the PI Visualization Tools. The course covers PI ProcessBook™,  PI Vision™, and PI DataLink™. Using PI ProcessBook, students will create dynamic, interactive, graphical displays featuring real-time  PI System™ data. Our web-based tool, PI Vision, will be used to quickly create and share displays, as well as view PI ProcessBook displays from anywhere and on any device.  PI DataLink is a Microsoft® Excel®  add-in that allows users to import  PI System data into a spreadsheet in order to create easy-to-read, reusable, reports. Much of the class time is dedicated to hands-on activities.

Why Select PIPER’s PI System Visualization Tools Training

Our instructor staff works closely with OSIsoft development, training, and technical support teams to bring unique experience and knowledge of the OSIsoft product line to the customer site. Most of our instructors are OSIsoft Certified Professionals.


The following services are performed:

  • Pre-service checklist review.
  • An interactive on-site Visualizing PI System Data class.
  • Provisioning of a preconfigured virtual learning environment hosted in the Microsoft® Azure cloud for student use during the class (see access requirements in the Requirements section below).
  • If Azure cannot be used, deployment of a learning environment using demo PI Tags and sample Asset Framework™ (AF) Databases in your production or test PI System.
  • Preparation of Course documentation for a maximum of 12 students per class:
    • OSIsoft training material will be current to the latest version of our tools. If you wish to have the class taught using an older version of our software, this must be specified at the time of ordering so we can prepare the appropriate course documentation.
  • Training certificates for each student.
  • Compilation of training evaluations.

Class Content

In this class students will learn how to build displays in PI ProcessBook that allow them to mimic operator control screens and gain process visibility. This class will cover the basic dynamic symbols and how to connect them to live data. We will also cover the static or background symbols that help give additional context to the displays. The process for organizing displays into workbooks is also explored.

PI DataLink is an add-in to Microsoft Excel that allows users to import data from the  PI System to a spreadsheet in order to build reports and perform a wide array of analysis. Students will learn how to query for single values, ranges of values, and how to apply simple filters to the queries.

The course will also cover how to apply customized calculations and format the data in order to create visually appealing reports.

Using PI Vision, students will learn how to do ad-hoc analysis and troubleshooting by building simple web-based displays.

PI ProcessBook displays will be published in  PI Vision to showcase how PI ProcessBook displays can be viewed from any location and on a variety of mobile devices.

Note: The instructor can adjust the class content to fit the students’ requirements. This means they’ll spend more time on subjects that are important to them and less time on subjects that are less relevant to their situation. However, the trainer will not go beyond the scope of this training package.

Personalización del Curso Class Customization

A customized training agenda can be provided upon request to meet your organization’s specific training needs. For further information, contact PIPER’s sales team.


PIPER requires a minimum of 2 weeks’ notice in order to prepare course documentation, prepare the Azure virtual machines, and assign an instructor. PIPER will ship or deliver training material on or before the first day of the workshop. A typical timeline from ordering to completion is:

At least two weeks prior to the training — Communication of prerequisites and on-site session dates with OSIsoft.

One week prior to the training — Preparation of Azure virtual machines.

Training week — On-site training delivery (3 days).

We suggest having the class from Tuesday to Friday. This will allow the instructor to travel Monday morning and perform any required setup and testing in advance of the scheduled training days.


The customer is responsible for providing a fully equipped classroom. The minimum requirements for a classroom are:

  • Access to training room for the duration of the workshop including preparation or software setup.
  • One PC per person including the instructor with minimum technical specifications of a Pentium® Dual Core Processor, 2GB RAM, 1GB free hard drive space, Networked TCP/IP, and Windows® 7 or Windows 8.
  • A white board or a white screen, and a compatible laptop projector.
  • Students must be allowed to use a remote desktop connection in order to connect to the Virtual Learning Environment.
  • The student body should be comprised of individuals with the following skill set:
    • Experience navigating a Microsoft Windows operating system.
    • Some experience working with Microsoft Excel.

Suggested Services

This is an introductory course and no prior knowledge of OSIsoft software and the PI System is required. It is expected that students have some experience working with Microsoft Excel.

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