Import Historian Data Into Excel by Creating a UDL File

About this task

This topic describes how to create a UDL file with connection information and then import Historian data into Excel using the UDL file. You can also provide the connection details manually or using the sample UDL file.

Procedure

  1. Create a UDL file with connection details:
    1. Create a text document.

      We recommend that you use the My Data Sources folder in the My Documents folder.

    2. Rename the file extension .UDL.
    3. Double-click the .UDL file.
      The Data Link Properties window appears.
    4. Select Provider > Historian OLE DB Provider > Next.
      The Connection section appears in the Data Link Properties window.
  2. Leave these fields empty to use the default server and the currently logged-in user. Otherwise, do the following:
    1. In the Data Source field, enter the Amazon Network Load Balancer (NLB) DNS..
      Tip: To find the NLB DNS:
      1. Access the EKS cluster on which you have deployed Proficy Historian for AWS.
      2. Access the EC2 instance.
      3. In the navigation pane, under Load Balancing, select Load Balancers.
      4. Select the load balancer for which you want to find the DNS.
      5. In the Description section, copy the DNS name.
    2. Clear the Blank Password check box.
    3. Enter a Windows username and password.
    4. Select the Allow Saving Password check box if applicable.
  3. Select Test Connection to confirm that the data source, username, and password provide a successful connection, and then select OK.
    The Select Database and Table page appears in the wizard.
  4. Select Data > Import External Data > Import Data.
    The Select Data Source window appears.
  5. Select the .UDL file that you have created, and then select Open.
    The Select Table window appears.
  6. Select the table that you want to query, and then select OK.
    The Import Data window appears.
    Note: If you want to run a SQL command instead of the default table command setting, refer to Edit SQL Queries in Excel.
  7. Select OK to import the column data from the selected table.
    Historian data is imported into the spreadsheet.