Assessing the Weight

You can use Weight and Balance to view the predefined KPIs, drill-down, and analyze data.

To filter on structure, you can decide on which configuration the assessment is applied. Once you select a configuration, the assessment roll-up starts. The rolled-up value versus the objective value is displayed on the configured element.

This task shows you how to:

Display the KPIs

You can display the multi-KPI dashboard in Weight and Balance.

  1. From the Compass, drag Weight and Balance from the Compass to your dashboard.
  2. Search for an element containing KPI values in the 3DSearch and drag it onto Weight and Balance.
    The weight, center of gravity, and inertia matrix KPIs are displayed.

    Note: The label contour of the KPIs is:
    • Gray (no contour) when no objective has been defined for this element.
    • Green when the objective is reached.
    • Yellow when the objective is in the minimum - maximum interval.
    • Red when the KPI has an objective but no value, or when the objective is not reached, or out of the minimum - maximum interval.
  3. Optional: Select a configuration or a filter.

    For more information, see Using a Zoning Filter.

    If several configurations are available for this item, you can select one of them. You can also compare different configurations.
    Tip: When your component has more than six configurations, a search box is displayed and you can filter the list.

    The web page displays the consolidated KPIs for this item. If you hover over the chart, a tooltip displays the KPI values.

  4. Optional: To verify if your data are consistent with the indexed components in Exalead CloudView, click Launch an Index Scan .
    An index scan starts. A periodic index scan (every 2 minutes) is automatically defined during the installation of the app.
  5. Optional: To verify the server status, click Check server status and select Dispatcher, ORPHEUS Controller Server or Semantic Graph Index .
    You can see blue indicators when the status is valid, or gray indicators when it is not. A tooltip indicates what you should do or provides the index scan date.
  6. To display all the hierarchic levels of the KPIs (relationships), click Cockpit Hierarchy .
  7. To display all the existing KPIs, click All KPIs .

When a label is selected, the KPI name is displayed at the p of the window (Global Scoring > Weight).

Assess the Weight

You can see the detailed analytics of the weight.

  1. Click the weight's KPI label.
  2. Compare the weight of the item and the defined targets.
    The following information is displayed:
    • Weight: Mass of the item, with the fluid weight included when the item (a pipe) contains a fluid; therefore, the mass of the item is called the wet weight. For more information, see Assess the Fluid Weight and the Dry Weight.
    • Objective: Value to reach for the selected element. There is not any value nor assessment gauge when objectives have not been defined (see the image below.)
    • Tolerance: Statistical consolidation of tolerances on children.
    • Confidence: Consolidation of the confidence percentage.
    • Budget: Sum of all budgets defined on every level of the structure.

      Tip: Click More Details to visualize other analytics such as Tolerance and Budget.
    • Assessment gauge chart: An assessment of a specific KPI regarding its objectives. A colored gauge replaces the image with the "No objectives defined" information, when objectives have been specified. The blue area of the gauge represents the objective value (6kg in the example). The red, yellow, or green area of the gauge represents the item's weight.
      The gauge can be red because the weight is over the objective (for example: 6.5736kg). For more information, see About the Assessment Gauge.

    • Sources: A pie chart to focus on the weight source of a single item. For more information, see Structural Distribution.
    • Analytics: A pie chart to verify the types associated with the KPI. See Access Complementary Analytics Information
    • Weight Trend: A trend chart appears only if you took a snapshot before. You can select other attributes in the list. See Display the Timeline Chart.
  3. To go back to the weight, center of gravity, and inertia matrix KPIs' page, click Overview .

Assess the Fluid Weight and the Dry Weight

When a physical product includes pipes filled with liquid material, the fluidic mass is computed. A separate secondary analytics provides the fluidic weight and the dry weight.

Pipe without fluid:

Pipe with fluid:

Before you begin: To perform this task,
  • To compute the wet weight of the product, taking the LineID modification into account, open Weight Analysis and follow the instructions in Computing the Weight.
  • To update your data in CloudView, click Launch an Index Scan in Weight and Balance.
  • From the 3DEXPERIENCE or the 3DDashboard, search for an element with pipes containing fluid in the 3DSearch.
  • Do one of the following:
    • From the 3DEXPERIENCE, open the element and click Weight and Balance from the Business Insight section of the action bar.
    • Or from the 3DDashboard, drag it onto the Weight and Balance app to compute the KPIs.
  1. Click the weight's KPI label.
    Notes:
    • The fluid mass affects the value of the weight KPI. The total mass of the item is: the mass of the structure, plus the fluid weight.
    • The value of the inertia matrix varies with the liquid weight.
    • The value of the center of gravity remains the same for leaf nodes as the fluid's center of gravity is approximately the same as the pipe structure's.
    • For intermediary nodes, the fluid weight impacts their center of gravity, as it is proportional to the wet weight of its leaf children.
  2. To get the detailed analytics of weight KPI as dry and fluid weight, click Analytics and select Dry Weight, Wet Weight.

    A pie chart with color codes displays the distribution of the dry (gray), fluid (light blue) and wet (dark blue) weight:

    Dry weight, wet weight pie chart

    The wet weight is the sum of dry weight and fluid weight: . It is indexed in the Cloud View.

  3. To compare the business values of the weight KPI with previous ones, select the Dry Weight, Wet Weight Trend. For more information, see Take a Snapshot and Display the Timeline Chart.
    A historical graph displays the previous dry and fluid weight analytics, saved during a snapshot.

    There is a legend for the KPI values, the objectives and the dry and fluid weight trends, therefore, you can also compare the wet weight value with the predefined KPI objectives.

  4. To go back to the weight, center of gravity, and inertia matrix KPIs' page, click Overview .

Structural Distribution

You can see the weight structural distribution in an assembly and -drill-down to the metric structure from an item.

You can display its consolidated metric information in a pie chart or multilist view, and customize it in the Business Insight assessment applications only.

  1. Click the label of the metric.
  2. Select Structural Distribution to get an assessment of an item from the assembly in a dedicated tab. You can display the assessment in a pie chart view (default option) or in a multilist view:
    • Pie chart view:

      By default, the pie chart view is displayed.

    • Multilist view (example of a Cost metric).

    • Note: You can switch between the pie chart view and the multilist view by clicking the button or in the right corner of the panel.

      The multilist view is available for all the assessment apps and provides all the metrics in a single view along with its drill-down. There are headers and subheaders for each metric based on the cockpit. You can customize the display of the headers by selecting the following contextual commands on the cells. For more information, see the next step.

      The first column displays the title header of the item along with its revision and its structure in a tree. The multilist view also displays data coming from different facets, for example: Manufacturing, Operation etc. The data coming from the facet is one level below the context item. A mask appears on the type icon: .

      The second column displays the metric values along with the assessment icon (only if the objective is set).

      Assessment Icon Assessment Detail

      On Target

      If the value and its objective are the same.

      Over or Under Target

      If the value is outside target range of the objective.

      Within Target

      If the value is within the target range of the objective but is not the targeted value. This case is specific to the objective within range.
    • Here is an example of an assessment icon:

    You obtain, for example, a consolidated metric information of a metric from its Engineering or Manufacturing structure.

    Note: The drill-down is always one level.
  3. Click an element either in the pie chart or in the dedicated tab and select a contextual command.
    CommandFunctionality
    Open in a new tab Launches the selected item in a separate tab of the assessment app.
    Drill down into this element Opens one level drill-down to reveal the child items and its metrics.
    Select in 3D

    Cross-highlights the selected item in the 3D Navigate app.

    Note: This command is only available when the assessment app has been paired with the 3D Navigate app.
    Cancel selection and reveal

    Removes the cross-highlighting after the Select in 3D command is executed.

    Note: This command is only available when the assessment app has been paired with a 3D Navigate app.
  4. To customize the multilist view columns, select the Column Customization contextual command.

    A panel is displayed containing two tabs:

    • Metric : Displays the entire metrics specific to the cockpit in a numbered list. You can select one or several metrics. Your selection is persistent for the given widget. At least one metric should be selected, otherwise an error message appears.
    • Metric Info : Displays a selection list containing the Value, Confidence, Tolerance, Budget, Objective, and Assessment parameters. The Value option is selected by default and cannot be cleared. Your selection is also persistent. You can reorder the Metric Info subheader in the multilist view through column customization. This can be achieved by going to the Metric Info tab and by dragging the lines to rearrange them.

  5. To sort the columns, click a header.
    A button appears to select the ascending or descending order. The sorting is always level by level.
  6. Repeat this operation to drill down on another structure.
  7. To go back to the page of weight, center of gravity, and inertia matrix metrics, click Assessment .

Access Complementary Analytics Information

You can filter complementary analytics information.

  1. Click the weight's KPI label.
  2. Click Analytics .
  3. From the list on the right side of the window, select an analytics to display its various categories in the pie chart.
    The list contains the following analytics:
    Analytics Description
    Life Cycle Focuses on the kind of weights dispatched in the structure: Measured, Declared, Computed, Estimated, and Inherited.
    Note: The Inherited category in Life Cycle Complementary Analytics is used to display the percentage of the weight coming from CATIA V5 or any other external source. If there is not any other value, the inherited weight (coming from CATIA V5 for example) is considered as the product weight.

    The different kinds of weight are ranked in order of confidence level, starting with Measured having a high-level of confidence. For Example:

    • The confidence level for a measured value is 100% and cannot be edited.
    • The default confidence level for an inherited value is 0% and cannot be modified.

    Missing Describes the occurrences on which a weight value is missing or must be ignored by the user. Three categories are defined: Missing Value, Valued and Ignored.
    Note: If a null density is applied or the weight is at 0kg, the defined category is Valued, not Missing.
    Outdated vs Geometry To know if the weight is up-to-date or not relative to its geometry.
    Threshold Percentage is a value defined in the data model. By default, the value is 70%, but it can be modified in the matrix query language. For more information, see the cookbook available in the directory called DES server installation runtime: [INSTALLDIR]\Scala\Cookbook - How to define a new Balance type vXX.pdf. Two categories are defined: Below and Over the threshold. Depending on whether the weight confidence value is over the threshold or not, the value corresponds to one category or another.
    Budget and threshold Three categories are defined: Budget, Valued below and Valued over. If the value is an add-on, it is considered in the Budget category. If the value is not an add-on, two cases are possible: if the confidence value is over the threshold, it belongs to the Valued over category. Otherwise it belongs to the Valued below category.
    Dry Weight, Wet Weight To get the distribution of the weight KPI as dry, fluid and wet in the form of a pie chart. For more information, see Assess the Fluid Weight and the Dry Weight.
    Reaching target Displays the number of occurrences belonging to the Weight Bill of Material according to their reaching target status in a pie chart.

    There are four status categories:

    • Reached: the occurrences have a target and have reached the target.
    • Failed: the occurrences have a target but do not reach the target.
    • No value: the occurrences have a target but no value.
    • No objective: the occurrences do not have a target.

    An occurrence reaches its target if:

    • Its value is between the minimum and maximum values defined for the objective.
    • The KPI behavior is “LowerReach” (like for the weight) and the value is below the objective or the maximum objective.
    • The KPI behavior is “UpperReach” (like for the Power creation) and the value is over the objective or the minimum objective.

    Note: If an occurrence is not part of the Weight Bill of Material because its father overloads the values, this occurrence is not taken into consideration in the pie chart.

    When you hover over a category in the pie chart, the occurrences belonging to this category are colored in the work area:

    • Red: for occurrences belonging to the Failed category.
    • Green: for occurrences belonging to the Reached category.
    • Orange: for occurrences belonging to the No value category.
    Tip: Selecting Reveal all categories colorizes all occurrences according to their reaching target status.
    Note: The administrator can customize this list to display other analytics. For more information, see the cookbook available in the DES server installation runtime directory: [INSTALLDIR]\Scala\Cookbook - How to define a new Balance type vXX.pdf.
  4. Look at the Analytics pie chart to assess the KPI of the chosen analytics.

    Declared value of Life-Cycle

    Estimated value of Life-Cycle

    Computed value of Life Cycle

  5. To go back to the weight, center of gravity, and inertia matrix KPIs' page, click Overview .

Take a Snapshot

You can take a snapshot of the current KPI values for future comparisons.

Before you begin: This command is available only if no configuration has been selected.
  1. Click the weight's KPI label.
  2. Click Take a snapshot .

    The trend information is stored in the analytics magnitude.

    Warning: The Snapshot command is disabled when a zoning filter has been defined. For more information, see Using a Zoning Filter.
  3. Optional: To verify if your data are consistent with the indexed components in Exalead CloudView, click Launch an Index Scan .
    An index scan starts. A periodic index scan (every 2 minutes) is automatically defined during the installation of the app.
  4. To compare the business values of the KPI with previous ones, select the Weight Trend for example. The analytics trends can also be displayed by selecting other items in the list: Life Cycle Trend, Missing Trend, Outdated Trend, Threshold Trend, or Budget and Threshold Trend.
  5. To go back to the weight, center of gravity, and inertia matrix KPIs' page, click Overview .

Display the Timeline Chart

You can activate a timeline chart to compare the KPI value with the objectives.

When a specific configuration of the item has been selected, the history is stored and retrieved directly from the configuration. Thus the history is different when the user has selected the element itself, or a specific configuration of the element.

  1. Select only one KPI.
  2. Click Timeline .
    The trend chart displays the following information:
    • A black curve represents the objectives. If no objective is stored in the trend, the black curve does not appear.
    • A gray surface represents the minimum and maximum values of the objective.
    • A curve in light blue represents the KPI value.
    • A blue surface represents the tolerance value associated with the value.
  3. Click Take a snapshot .
    The information is stored in the analytics magnitude. For more information, see Take a Snapshot.
  4. To visualize the previous weight analytics, select a trend, Weight Trend for example, in the list above the trend.
    In the list, you can select the following dimensions: Life Cycle Trend, Missing Trend, Outdated TrendThreshold Trend or Budget and Threshold Trend.

    The chart displays a legend for the KPI objectives, the values, and the trend of the selected dimension. For example, if you select Life Cycle Trend, a legend appears for the estimated, declared, computed, and measured weight.

    The surfaces corresponding to the minimum and maximum values of the objective and to the tolerance for the KPI value, are not displayed.

    The analytics magnitude is the same as the one of the KPI's, including two axes: time and KPI magnitude. When you select Missing Trend, a third axis called Occurrences appears on the right side of the timeline chart:

    Tip: Left-click over the chart and drag to zoom in the trend. Click Reset zoom to switch back to the normal view.

  5. To go back to the weight, center of gravity, and inertia matrix KPIs' page, click Overview .

Display the Prediction Chart

To assess the risks or opportunities for the weight KPI, you can activate a forecast timeline.

  1. Select a KPI.
  2. Click Anticipate .
    A time chart displays the following information:

    Target value line: The black line appears on the chart when a target exists.

    Worst case curve: A combination of all possible risks.

    Best case curve: A combination of all possible opportunities.

    All events occur curve: A combination of opportunities and risks without considering probabilities.

    Statistical Prediction curve: A combination of opportunities and risks considering their probabilities.

    Notes: You can hover over the points on the red or green lines to see the risks or opportunities' name and value.

Compare two Items

You can compare the KPIs of two or more selected items. You can also compare different configurations of an item.

  1. Select two items (or two configurations) in the 3DDashboard and drag them onto Weight and Balance.
    There is a tab per items/root.
  2. Click a KPI label.
  3. Click Comparison .
    Two labels are displayed with the names of the selected items.
  4. To have access to other commands, click the name of an item.


  5. Click Explore to search for an item.
  6. Click Add to comparison to add the item to the comparison chart.

    A new tab entitled Comparison appears.

    If the number of KPIs is less or equal to two, you obtain a bar chart:


    If the number of KPIs is more than two, you obtain a spider chart:

    Tip: If you hover over the chart, a tooltip displays the KPI values.

  7. To drill down and change the way the chart is displayed, click one of the KPIs.
  8. To hide a bar, click its legend at the bottom of the chart.
  9. To remove an item from comparison, click or select Remove from comparison from the tab's list.
  10. To go back to the weight, center of gravity, and inertia matrix KPIs' page, click Overview .