Installing the Historian Excel Add-In

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Installing the Historian Excel Add-in

You must have Microsoft Excel installed on your computer.
You install the Excel Add-In package as one of the standard installation options from the Historian installation program.

Run the install on the computer on which you want to use the Excel Add-In and select the Excel Add-In option from the list of options to install.

You can also install the Excel Add-In by installing the Client tools on a machine that does not have the Historian Administrator or archive installed.

  1. Run the Historian install.
    The Historian 7.1 splash screen appears.
  2. Click Historian Excel Add-in.
    The installation runs and completes.
    Note: On a 64-bit Windows operating system, the default destination folder for all 32-bit components (such as collectors and APIs) is C:\Program Files\Historian\x86. Similarly, for all 64-bit components (such as Excel Add-in 64-bit and SQL Server 64-bit), they are installed in C:\Program Files\Historian\x64.
  3. If asked to restart your system, click Yes.
    Once the restart is completed, you can activate the Excel Add-in.

Activating the Add-In for Microsoft Excel 2016/2013/2010

  1. Open a new Microsoft Excel 2016/2013/2010 worksheet.
  2. Select File > Options.
    The Excel Options dialog box appears.
  3. Click Add-Ins.
  4. In the Manage drop-down list, click Excel Add-ins and click Go.
    The Add-Ins dialog box appears.


  5. Select Historian Add-In and Proficy_Historian_Helper and click OK.
    The Add-In is now ready to use and the Historian 7.1 menu is now available in the Microsoft Excel toolbar.


    If the Historian Add-In is not listed, click the Browse button to locate the Historian.xla file.

    If you install the Excel Add-In prior to installing Microsoft Excel, the install program copies the Historian.xla file to your Historian folder (typically, C:\Program Files\Proficy\Historian or C:\Program Files (x86)\Proficy\Historian 7.1).

    If you decide to add the Excel Add-In after installing Excel, open Excel and on the Tools menu, select Add-Ins and then from the dialog box that appears, click Browse to locate the Historian.xla file.

    If you uninstall Historian after installing the Excel Add-In as described, ensure that you clear the Historian 7.1 check box in the Microsoft Excel Add-Ins dialog box. If you do not clear this option, you will receive an error each time you open Microsoft Excel.

Activating the Add-In for MS Excel 2007

  1. Open a new MS Excel 2007 worksheet.
  2. Click File > Options.
    The Excel Options dialog box appears.
  3. Click Add-Ins.
  4. In the Manage drop-down list, click Excel Add-ins and click Go.
    The Add-Ins dialog box appears.


  5. Select Historian Add-In and Proficy_Historian_Helper and click OK.
    The Historian Add In menu is now available in the Microsoft Excel toolbar.


Activating the Add-In for MS Excel 2003

  1. Open a new Excel 2003 worksheet.
  2. Select Tools > Add-Ins.
    The Add-Ins dialog box appears.


  3. Select Proficy Historian Add-In and click OK.
    The Add-In is now ready to use and the Historian 7.1 menu is now available in the Microsoft Excel toolbar.