About Working with Reports

Use the Historian Excel Add-In to generate a wide range of custom reports. You can use all the standard, familiar Excel tools and techniques to access the Historian archives and build reports and charts of all types to fit your specific needs. You can use the sample reports included with Historian almost as is just change the tags to fit your application. As an alternative, use the setup worksheets as a starting point and adapt them to your particular situation.

Defining Reports

You can define a report so that Excel recalculates the worksheet whenever the contents of specific cells, such as start times or dates, change. In this way, the report generates a dynamic snapshot of process performance, updated regularly in real time. You can also manually initiate recalculation at anytime.

You can define a report so that Excel recalculates the worksheet whenever the contents of specific cells, such as start times or dates, change. In this way, the report generates a dynamic snapshot of process performance, updated regularly in real time. You can also manually initiate recalculation at anytime.

Building Dynamic Reports

The primary rule to follow in building a dynamic report is to use formulas with cell references that contain variable information rather than fixed data, so that recalculation produces new data each time it occurs. You then initiate recalculation by changing certain inputs manually or automatically.

Sharing Reports

You can share any Excel reports you develop with the Historian Excel Add-In as you would any other Excel workbook. Each client using the worksheets must have the Historian Excel Add-In installed and enabled inside Excel.