Build a Trend Chart

Creating a New Trend Chart

Procedure

  1. Search for a tag or tags from the Tags menu.
  2. To initially add a chart and provide data for the chart, you can do one of the following:
    • Select, drag, and drop a tag from the listing to the Chart icon.

      A blue dot appears before that tag to indicate that the tag is rendered in the new chart.

    • Select the Add an Empty Chart icon to open a display area. Then select, drag, and drop a tag from the tag list or search results list into the chart.
    Note:
    • You need to select the name to drag a tag to a chart or any other object.
    • Charts are named sequentially (Chart 0, Chart 1, Chart 2) until you change the title.
  3. Continue by applying time, modes, or filter limits or modify this chart.

Changing a Trend Chart Title

About this task

Note: The chart title remains unchanged until manually overwritten.

Procedure

  1. Create or select an active trend chart.
  2. Select the title in the upper left corner of the chart (for example, Chart 1).
    A text box opens.
  3. Delete the existing name and enter the new name.
  4. Select outside the window or press Enter to save the new title.

Displaying the Y Axis on the Alternative Side of a Trend Chart

Procedure

  1. Create or select an active trend chart.

    Typically, the Y-axis displays on the left side of the chart. As you add tags to charts, it continues to alternate sides so that your data becomes enclosed by two Y-axes.

  2. To switch the Y-axis to the other side, from the legend that is used for the Y-axis, select the down-arrow.
    A drop-down menu appears.
  3. From the drop-down menu, select Switch Y-Axis.
    The Y-axis appears on the alternate side of the chart.

Changing the X Axis on a Trend Chart

Procedure

  1. Create or select an active trend chart.
    By default, the X-axis displays on the bottom of your chart as Time.
  2. Select the tag you want to use to replace Time on the X-axis and select on the down-arrow of the tag to display a drop-down menu.
  3. From the drop-down menu, select Use as X-Axis.
    The tag becomes the X-axis in the chart and an Undo icon appears in the top right corner of the chart.
  4. Select the Undo icon.
    The new tag is removed from the X-axis and returned to the Y-axis. Also, the X-axis reverts back to a time-based axis.

Changing Trend Chart Tag Format

Procedure

  1. Create or select an active chart.
  2. Select the down arrow on the legend.
    A drop-down menu appears and allows you to select Edit, Switch Y-Axis, Use as X-Axis, and Remove.
  3. Select Edit.
    The Chart Editor window appears.
  4. Select the format to change:
    • Select Series: Highlights your currently selected tag, which means that all additional changes in this editor will apply to this tag.
    • Type: Changes the way the Historian information for this tag is displayed in this chart as either: Line (default), Area, Scatter, or Statistics. The Statistics chart changes the line to a box and whisker plot and provides the minimum, maximum, average, standard deviation, and data sample counts within the interval as determined by the Historian Sampling Mode for the chart as you hover your cursor over the tag.
    • Color: Lets you choose from a drop-down menu of 18 pre-existing colors.
  5. Select OK when you are finished.

Applying a Quick Time to a Trend Chart

About this task

Note: When you have two charts open and use the Quick Time Picker to change the time in the first chart and then attempt to use the Quick Time Picker to change the time in the second chart, the second chart does not reflect the duration you selected.

Procedure

  1. Create or select an active chart.
  2. To quickly select a time range, select one of the Quick Start times: 1h. 8h, 1d, 1w, and 1m.
    The new time range loads and displays in the X-axis of the chart.

Inserting a Chart Below an Existing Object

Procedure

  1. From the Analysis Toolbar, select the Add an Empty Chart icon.
    An empty chart appears.
  2. Drag and drop the tags into the chart area.
  3. Edit the title as appropriate.

Viewing Statistics for a Trend Chart

  • From an opened trend chart, select the Statistics arrow in the bottom left corner of the chart.

    Information for that chart displays.

Changing the Sampling Mode for Trend Charts

Procedure

  1. After you have added a chart(s), select Mode at the top of the page.
  2. Select your Historian Sampling Mode from the drop-down menu.
    • If your selection for Sampling Mode is Calculated, chose your calculation from the drop-down menu.
  3. Select the Sample Increment from the drop-down menu as either By Size or By Time.
    Note: Number of samples by size must be equal to or less than the limit defined by your System Administrator; otherwise, a warning message informs you that the data will NOT be retrieved.
  4. Select Apply to apply to a specific chart, or select Apply to All to apply to all the charts in this analysis session.