Tree Builder

Tree Builder is currently in Preview, meaning only select customers have access to this feature.

For more details, or if you are interested in participating, please reach out to your Seeq Account Team.

Overview

Tree Builder allows you to create, view, and manage trees with a no-code user interface. Tree Builder uses a bottoms-up approach, starting with a list of all signals, scalars or conditions that will be contained within the tree, and then uses additional columns to group those items into a multi-layer tree. Additional columns that identify structural information about those items or other properties relevant to future analysis (such as asset name, location, equipment type, manufacturer) can easily be added to the table, either through rules or manual entry. Multiple trees can be built using the same starting table and once created, you can navigate your trees in Workbench to streamline data discovery as well as in a Scaling Table to scale out analyses.

Tree Builder enables effortless, self-service enterprise structure with improved data navigation and discoverability with:

• Multiple search options to find your data (leverage existing asset trees, import CSVs, search based on custom properties or datasources, etc.)

• Flexible, rule-based logic to accommodate differences in tags

• Rapid bulk updates and manual entry to continuously crowd-source information from your experts

• Easy onboarding of asset metadata and signal names from CSVs

• Sharing your analytics across your organization or team

• Automatically include new items with scheduled searching

Tree Builder vs. Scaling Tables vs. Asset Groups

If you’re aiming to build structure with flexible logic, automation, and high-volume deployment, Tree Builder provides more flexibility and power, especially for large enterprises and organizations. In addition, Tree Builder allows you to:

• organize across your Enterprise; Tree Builder and Scaling Tables were designed for large scale applications

• share your work across Workbooks: Tree Builder tables can be made Global.

• manipulate text columns, to be used to add critical metadata like location, manufacturer, friendly names, etc.

• leverage fallback rules to add new property information.

• manage and navigate your large tables effortlessly through sorting, rearranging and hiding columns

If you need to manage a smaller group of assets, or to create a tag mapping manually when none exists, Asset Groups are still available for use.

While Tree Builder is fully focused on building and maintaining trees and metadata, it was built to work with Scaling Tables to create and deploy calculations. Scaling Tables searches can leverage the trees built in Tree Builder.

Accessing Tree Builder

From the Home Screen: Click the "Tree Builder" card in the navigation area along the left-hand side. When entering from the home screen, users can view all of the tree builders that they have access to, edit them, or create a new tree in the Tree Builder Overview page.

When creating a Tree Builder through this flow, the workbook scope is selected first. The tree can be scoped globally, but by default, it is scoped to the workbook selected in this creation step.

From Workbench: Click the “Create” button next to the Tree Builder area in the Data Pane. Note, this will initiate creation of a new table which will be scoped to the workbench from which it was launched.

Tree Builder Overview Page

The Tree Builder overview page displays all your tree tables in an interactive table format with the following information:

• Name: The name of your tree table

• Workbook: The workbook the table is scoped to, or "Global", if applicable

• trees: The number of trees defined from the table

Both the Name and Workbook columns are clickable and will navigate you to the Tree Builder Editor, or Workbench Analysis the table is scoped to, respectively. Users can also create new trees from this page.

Tree Builder Editor

Getting Started

Begin by navigating to a Workbench Analysis that has items you want to arrange into a tree or select the workbench when creating through the Tree Builder Overview.

Then, click the "Create" button in the Tree Builder section of the Data tab or in the Tree Builder Overview page.

Enter a descriptive name for the new Tree Builder Table based on the tags and metadata you plan to organize. This name is specifically for the Table, not the resulting trees, so its recommended that the name reflects the source or metadata that you plan to organize within this Tree Builder.

Creating a Search

Use the form to create a search that will find all signals or conditions that you want to organize into a tree. There are several shortcuts provided to get started, whether you have an existing Asset Tree structure from a historian or Seeq Data Lab, properties that you can search by, or a csv file with your items and the new metadata. You can also explore the full search options in the dropdown rather than selecting a shortcut.

Adding Columns

Once you’ve found your search items, you can add additional columns to the table that will help you organize it into a tree structure. As reference, the column rules are similar to Scaling Tables, however, the available list for Tree Builder does not include any rules that create new items.

• For example, a column that is the asset name based off of a property on the item, or a column that identifies the location based on matching a portion of the signal name.

• Tree Builder also allows for Manual Entry to provide metadata that may not already exist in Seeq rather than always having to do a CSV import. New values can be typed in, or copied from external sources or within the table and pasted into the table to fill out the manual entry column.​ Selecting multiple cells and starting to type will apply the entered value across all selected cells, and drag and fill functionality is supported to apply one value to multiple cells.​

• In addition to metadata like location, sensor type, equipment, or manufacturer, it may be helpful to create a column used to rename the signals with something more easily identifiable for future users.

Creating Trees

Once all of the metadata have been added as new columns, Click the "Trees" tab on the left and then click the "Create" button to start a new tree, or click the “Create Tree” button in the toolbar.

You can use the Tree Levels section in the side pane to add, remove, and reorder levels of the tree. Alternatively, you can drag columns into the grouping section at the top of the table to form a tree. The new column with more easily identifiable names can be specified as the Alias for these items.

Once you’ve made groups, you can now explore how the tree is organized by expanding each level.

Managing Table Access

To control who can view or modify a Tree Builder table:

1. When editing the Tree table, click the Share icon in the header

2. In the Access Control dialog, you can:

   • View current permissions

   • Add users or groups with specific access levels

   • Remove access for users/groups

   • Change permission levels

Working with Global vs. Scoped Tables

To control the scope of a table, click the Settings icon in the header when editing the table.

Global Tables

• Available in all workbooks, for users who have been included its' Access Control plus Administrators

• Marked as "Global" in the Workbook column

• Useful for organization-wide data structures

Workbook-Scoped Tables

• Only available in the specified workbook

• Useful for project-specific or team-specific data

• Workbook name will be shown in the header of the Tree Builder editor so that you can easily navigate back to the
  workbook.