User Guide

With Mobile dashboards, those insights now reach further on the work floor than ever before. Field engineers, operators, and maintenance teams can pull up the right information at the exact moment they need it, on the phone already in their pocket.

When you log in to TrendMiner on a mobile device, you will be automatically taken to a mobile dashboard overview where you can browse, search, and open your dashboards in a layout designed for small screens. Once inside a dashboard, you can switch time frames, toggle live mode, refresh on demand, and inspect context items.

Mobile dashboards also come with a QR code scanner. Place a QR code on a piece of equipment, a reactor, a line, or a maintenance card, and anyone with a TrendMiner login can open the dashboard for that asset by scanning it with their phone. The right data, on the right asset, in seconds. This is one example of how Mobile dashboards lower the threshold to consult process insights and makes them accessible to colleagues who previously relied on someone else to look things up for them.

Mobile dashboards are focused on viewing. Editing dashboards, tiles, and context items remains on desktop.

Calculated tags can now be nested up to 20 levels deep, a 10x increase from the previous limit of 2 levels. This is one of our most-requested improvements, and the recent rework of our indexing layer is what finally made it possible to deliver safely at scale.

The previous 2-level limit forced users to flatten complex logic into a single oversized formula, or to give up on the use case entirely. With 20 levels available, you can now structure your calculations the way your plant is actually organized.

What this unlocks: Hierarchical roll-ups across your plant. Compute KPIs at unit level, aggregate them at area level, then roll them up to plant level. Each step is its own calculated tag, reusable across views, monitors, and dashboards.

And one more quality-of-life improvement that pairs well with deeper nesting: the tag dependency browser now has an Edit button that takes you straight to the tag builder edit form. When you spot a tag from a focus chart and want to adjust its underlying calculation, you no longer have to hunt for it in the Work Organizer first. With calculation trees getting deeper and more interconnected, this small shortcut adds up to a real time-saver in day-to-day work.

TrendMiner's MCP Server connects your process data and analytic tools to the AI assistant your team already uses: Microsoft Copilot, OpenAI ChatGPT or Anthropic Claude. Process Engineers and Operators can ask questions in plain language and get answers from your AI agent based on other connected tooling, such as equipment documentation and standard operating procedures, TrendMiner time-series data, and its purpose-built analytic tools. No deep TrendMiner knowledge required.

MCP (Model Context Protocol) is a standard adopted by all major AI platforms. The TrendMiner MCP Server acts as a translation layer, describing what tools, data, and actions are available so any LLM agent can use them. This first release ships the following tools:

Each future release will expand the toolset. This is step one toward full TrendMiner AI Agent capabilities.

With the new Plug 'n' Play Connectivity to Proficy Cloud, you can now seamlessly access time-series data from your Proficy Cloud historian directly within TrendMiner. Connecting via REST API, this integration makes it easy to combine and analyze process data alongside your existing data sources for enhanced monitoring and analysis.