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    Using the iHistorianExcel Add-In

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    Proprietary Notice

    The manual and software contain confidential information which represents trade secrets of GE FanucInternational, Inc. and/or its suppliers, and may not be copied or disclosed except as provided in the license with

    GE Fanuc International, Inc. The information in this manual is subject to change without notice and should not

    be construed as a commitment by GE Fanuc International, Inc. GE Fanuc International, Inc. assumes no

    responsibility for any errors that may be in this document.

    2003 GE Fanuc International, Inc. ALL RIGHTS RESERVED.

    Trademarks

    2003 GE Fanuc International, Inc. All rights reserved. Microsoft is a registered trademark of Microsoft

    Corporation. All other brands or names are property of their respective holders.

    iHistorian Version 2.0 2.03

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    Contents iii

    Why You Should Read This Manual ...................................................................................................v

    1. Understanding the iHistorian Excel Add-In .................................................................................. 1

    Understanding Excel Add-In Conventions ............................................................................... 2

    Installing The Excel Add-in with iHistorian................................................................................ 3

    2. Using the iHistorian Excel Add-In .................................................................................................. 5

    Selecting Options ..................................................................................................................... 5

    Searching Tags ........................................................................................................................ 7

    Querying Current Values .......................................................................................................... 7

    Querying Raw Data .................................................................................................................. 7

    Querying Calculated Data ........................................................................................................ 8

    Querying Filtered Data ........................................................................................................... 8

    Exporting Tags ......................................................................................................................... 8

    Importing Tags.......................................................................................................................... 9

    Adding New Tags or Modifying Tag Parameters ...................................................................... 9

    Deleting Tags ......................................................................................................................... 10

    Exporting Data........................................................................................................................ 10

    Importing Data ........................................................................................................................ 11

    Searching Messages .............................................................................................................. 11

    Exporting Messages............................................................................................................... 11

    Importing Messages ............................................................................................................... 11

    Listing Archives ...................................................................................................................... 12

    Listing Collectors .................................................................................................................... 12

    Contents

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    iv Using the iHistorian Excel Add-In

    3. Defining Reports............................................................................................................................ 13

    Building Dynamic Reports ...................................................................................................... 13Sharing Excel Reports............................................................................................................ 13

    Using the Sample Reports...................................................................................................... 13

    Sample Report 1 iHistorian Statistical Analysis .................................................... 14

    Sample Report 2 Daily Report .............................................................................. 16

    Sample Report 3 Batch Report ............................................................................. 19

    Troubleshooting the Excel Add-In Sample Reports .............................................................. 21

    Running a Report Using Visual Basic..................................................................................... 22

    Array Formulas for the iHistorian Excel Add-In ...................................................................... 23

    Description of Array Formula Parameters ................................................................. 24

    Editing an Array Formula in Microsoft Excel .............................................................. 28

    4. Troubleshooting the Excel Add-In ............................................................................................... 29

    Troubleshooting General Imports ........................................................................................... 29

    Troubleshooting Tag Imports.................................................................................................. 30

    Troubleshooting Data Imports ................................................................................................ 30

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    Why You Should Read This Manual v

    Why You Should Read This ManualThe Using the iHistorian Excel Add-In manual is intended for process control

    engineers, integrators, and developers responsible for creating and maintaining

    iHistorian reports in Excel.

    This manual provides descriptive material and specific operating procedures for

    performing all common tasks.

    Reference Documents

    For related information about iHistorian, refer to the following documents:

    Getting Started with iHistorian

    Using the iHistorian Administrator

    iHistorian Data Collectors

    Migrating Advanced and Classic iHistorian Data

    iHistorian Software Development Kit (SDK) Online Help System

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    vi Using the iHistorian Excel Add-In

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    Chapter 1. Understanding the iHistorian Excel Add-In 1

    1. Understanding the iHistorian Excel Add-InThe iHistorian Excel Add-In greatly expands the power and benefits of using the

    iHistorian data archiving and retrieval system. Using the Add-In, you can:

    Retrieve selected data from any archive file.

    Display it in a customized report.

    Present the data in any of 12 standard chart formats.

    Calculate derived variables from raw data values.

    Perform mathematical functions to smooth or characterize data.

    Import, export, and modify tags, data, and messages all with familiar Excel

    commands, macros, and computational techniques.

    Create dynamic reports that you can share among users.

    A major benefit of using the Excel Add-In is the ability to add tags to iHistorian by

    generating a tag worksheet using the standard Excel tools, editing the parameters, and

    then bulk importing the information directly into iHistorian. Using similar

    techniques, you can export tag parameters to Excel, make bulk changes, and thenimport the changes back into iHistorian in a simple, straightforward procedure.

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    2 Using the iHistorian Excel Add-In

    Understanding Excel Add-In Conventions

    The Excel Add-In uses several conventions in its dialog boxes. These conventions

    are important to take full advantage of the features of the iHistorian Excel Add-In.

    The selection of tags, times, and events should always be via cell references.

    Try not to type these items directly into dialog boxes. Rather, select them in

    the worksheet.

    Many dialog boxes support selecting multiple statistics or attributes. You can

    select multiple items in a list using one of the following methods:

    Dragging the mouse over multiple items.

    Pressing the Shift key and clicking the ends of a contiguous range.

    Pressing the Control key and clicking multiple individual items.

    Specifying an Output Cell is always optional. If you do not specify an output

    cell, the active cell is used as the starting point for output. When you specify

    an output cell, that cell is used as the starting point for output. If you select a

    range for an output cell, the top left cell in the range is used as the starting

    point for output.

    Specifying an Output Range determines how many data points are retrieved

    from a given query. It is important for these functions to specify whether datapoints should be sorted in ascending or descending order by selecting the

    appropriate option.

    Ensure when you are specifying an Output Range or an Output Cell that the

    active cells are not the same cells that you specified with tag name cell

    references. This will lead to circular cell referencing and incorrect values.

    Specifying data retrieval into Rows or Cols determines how multiple attributes

    or statistics are displayed in the worksheet.

    Specifying data retrieval into Rows or Cols only applies when the dialog box

    inserts a single function into the worksheet. When you select a multi-celloutput range, the orientation of that range determines whether the requested

    data is returned into rows or columns.

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    Chapter 1. Understanding the iHistorian Excel Add-In 3

    Microsoft Excel imposes a 255 character limit on their formulas. If you

    attempt to create a formula with more than 255 characters, you will receive an

    error message.

    Excel does not support the use of the right and left arrow keys of the keyboard

    to move between characters in text boxes and fields in the dialog boxes.

    The maximum number of columns allowed in an Excel worksheet is 256. For

    example, if you are trying to display a recordset returned from the Search Tags

    query that returns more than 256 records, the query will not return any data.

    If no parameters in an Excel formula change, the formula does not recalculate

    unless you edit (press F2) the formula and force a change. For example, if you

    change a Hi Scale value from 100 to 50 and then import a tag, the Hi Scale

    field will display 100 when looking at the tag information.

    When retrieving data in the Excel Add-In, be sure to leave at least one blank

    line at the top of the output display for the column header labels. If you do

    not, the header labels will not show.

    In several of the fields, an underscore appears at the right side of the field. If

    you click the underscore, the dialog box instantly changes to a minimized

    display. You can return to the original display by clicking the box again. The

    purpose of this feature is to permit you immediately to see an unobstructed

    view of your worksheet or other windows as you work your way through the

    dialog box and to allow you to select a cell or range of cells in the worksheet.

    Installing The Excel Add-in with iHistorian

    Before you install the Excel Add-In, verify that Microsoft Excel is already installed

    on your computer. Microsoft Excel is a prerequisite for the Add-In the Add-In will

    not function without it.

    You install the Excel Add-In package as one of the standard installation options from

    the iHistorian Install CD. Run the Install CD on the computer on which you want to

    use the Excel Add-In and select the Excel Add-In option at the prompt. Refer to the

    Getting Started with iHistorianfor the complete installation procedure.

    NOTE: If you are running the iHistorian Excel Add-In on Office 97, you must install

    Office 97 Service Release 1 or greater.

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    4 Using the iHistorian Excel Add-In

    After you install the Excel Add-In, use the following procedure to activate the Add-

    In:

    [1] Open a new worksheet, select Add-Ins from the Tools menu. The Add-Ins

    dialog box, shown in Figure 1-1, appears.

    Figure 1-1: Excel Add-Ins Dialog Box

    [2] Select iHistorian Add-In and click OK.

    The Add-In is now ready to use and the iHistorian menu is now available in

    the Excel Toolbar.

    TIP: If the iHistorian Add-In is not listed, click the Browse button to locate the

    iHistorian.xla file.

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    Chapter 2. Using the iHistorian Excel Add-In 5

    2. Using the iHistorian Excel Add-InThis chapter describes recommended procedures for setting up the Excel Add-In and

    using the various options and commands.

    Selecting Options

    To select options for running the Excel Add-In, select Options from the iHistorian

    menu. The iHistorian Excel Add-In dialog box, shown in Figure 2-1, appears.

    Figure 2-1: Add-In Options Dialog Box

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    6 Using the iHistorian Excel Add-In

    This dialog box allows you to select several options for running the Add-In. The

    choices and the effects of each are listed in the following table.

    Field Description

    Internal vs. External References Choosing Use External References allows your application to reference

    cells in other worksheets and workbooks in addition to the current one.

    If you choose Use Internal References instead, you can only access cells

    in the current worksheet. The default setting is Use External

    References.

    Automatically Update Links to

    Add-In (Yes/No)

    Add-In functions are maintained as worksheet links. If users who share

    worksheets do not have Microsoft Office installed the same way, it is

    necessary to turn this feature on. When on, this feature automatically re-

    establishes any formula links that may be broken due to differencesamong users in Microsoft Office installation. The default setting

    enables this feature.

    The Auto Update feature allows sharing of worksheets. You must,

    however, install the Excel Add-In in the exact same Microsoft Office

    Library Path as the other worksheets if you want to use the sharing

    feature.

    When opening a worksheet with links to another worksheet, you may

    receive a message prompting you to update all linked information in the

    workbook (Yes) or keep the existing information (No). Intellution

    recommends that you select No and keep the existing information. The

    links will be automatically updated for your worksheet. Save your

    worksheet after the links have been updated.

    Show/Hide Header Labels This option lets you display or suppress the column header labels that

    are automatically placed in the worksheet when entering formulas

    throughout the iHistorian Dialogs. The default setting is Show Labels.

    Color Allows you to select the header name color from the drop-down list:

    black, blue, red, green, magenta, cyan, or yellow.

    Assign Default Server This dialog box shows the current server assignment. You can modify

    the setting by clicking the Edit button and accessing the iHistorian

    Server Managers dialog box. This dialog box allows you to save user

    connection information, add or connect to a new server, delete a server,

    and modify the default server.

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    Chapter 2. Using the iHistorian Excel Add-In 7

    Searching Tags

    The Search Tags command lets you scan the tags on a specified server and then to

    perform actions on one or more tags you select from that group. When you select the

    Search Tags command in the iHistorian menu, the iHistorian Tag Search dialog box

    appears.

    Once you have searched for tags, you need to select them to add them to the current

    worksheet.

    Querying Current Values

    Querying Current Values retrieves the most recently updated value of one or more

    Tags or process variables.

    Querying Raw Data

    Raw data values are the values actually stored in the archive, after applying collectorand archive compression, but before applying any interpolation, smoothing, or other

    signal processing calculations. Querying Raw Data retrieves these values for selected

    tags.

    Adjust Column Widths This option lets you automatically adjust the width of columns in your

    worksheet as formulas are inserted by iHistorian dialogs. Click Adjust

    Header Column Width to modify the width of header labels; click

    Adjust Data Column Width to modify the data column widths to

    accommodate the data values. Enabling these options usually makes the

    worksheet much more readable. However, doing so can sometimes

    make the worksheet calculate too much when building a large report. In

    such cases, disable the automatic feature and adjust individual columns

    manually.

    Save/Default/Cancel These action buttons let you apply your choices of options. Click Save

    to apply the settings you entered, click Default to select default settings

    for all options, and click Cancel to close the dialog box.

    Field Description

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    8 Using the iHistorian Excel Add-In

    The Raw Data Query returns a number of data points based on the number of rows or

    columns specified in the output range. If you are not viewing all your data points,

    select enough rows or columns to display all the data.

    Querying Calculated Data

    Querying Calculated Data retrieves data that is the result of performing specified

    calculations on raw data values in the archive.

    Querying Filtered Data

    The Query Filtered Data function is similar to the calculated data query, with theaddition of a search filter on the data. The Search Filter allows you to filter the actual

    data retrieved with a filter condition. This is useful when trying to retrieve all data for

    a specific Batch ID, Lot Number, or Product Code and for filtering data where certain

    limits were exceeded, such as all data where this temperature exceeded a certain

    value.

    Exporting Tags

    The Export Tags function permits you to send tag information from the iHistorian

    Server to an Excel worksheet or to another system, which may be either local or

    remote.

    NOTE: Before importing or exporting tags, data, or messages, you should be aware

    of a convention used with the iHistorian application. The Server is the reference

    point for all import and export functions, as illustrated inFigure 2-2. If you want to

    move tag information from the Server into your worksheet, you must use the Export

    Tags command. Conversely, if you want to move data from your worksheet to the

    server, you must use the Import Data command.

    Intellution recommends that you first export a tag and then import it, to become

    familiar with the procedure and what the data looks like.

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    Chapter 2. Using the iHistorian Excel Add-In 9

    Figure 2-2: Import/Export Reference Convention

    Importing Tags

    The Import Tags function permits you to move tag information into the iHistorian

    Server from an Excel Worksheet or from another system, which may be either local

    or remote.

    When used with the Excel Add-In, the Import Tags function moves selected

    information from your current worksheet into the specified iHistorian Server.

    There is no error checking when you import tags through the Excel Add-In. For

    example, with the Excel Add-In you can successfully import unsolicited tags without

    a calculation dependency (trigger). The iHistorian Administrator prevents you from

    performing this import, however. As another example, the Excel Add-In allows you

    to import circular references, while the iHistorian Administrator does not.

    Adding New Tags or Modifying Tag Parameters

    You can use the Excel Add-In to add tags to your iHistorian system or to modify

    parameters for existing tags. For example, you can generate and define new tags

    either automatically or manually in an Excel worksheet and then import them in bulk

    to the iHistorian system. This can be a very convenient mechanism when you are

    working with large numbers of tags.

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    10 Using the iHistorian Excel Add-In

    If any conflicting names or parameters occur, the system displays a warning message

    to alert you to the problem. You can then eliminate the conflict and try again.

    You can also modify tag parameters by editing them in the worksheet and then bulk

    importing them into iHistorian.

    To add tags using the iHistorian Excel Add-In:

    [1] Build a tag worksheet in Excel using macros or any other tools you are

    familiar with. Since iHistorian requires information about each tag that varies

    with the type of tag selected, verify that you have included all required

    information in the worksheet before attempting to import it into iHistorian. To

    determine what specific tag information is required, refer to the documentation

    provided with your SCADA application.

    [2] Use the Import Tags command to bulk import this information into your

    iHistorian application.

    NOTE: If any errors on the import occur, a dialog appears detailing the

    issues encountered during the import. If any error occurred with any line of

    the import, the whole import is aborted.

    Deleting Tags

    You cannot use the Excel Add-In to delete tags from your iHistorian system. For

    more information on deleting tags, refer to theDeleting a Tagsection of theUsing theiHistorian Administrator manual.

    Exporting Data

    The Export Data function allows you to move values from the iHistorian Server to

    your Excel worksheet or to another system in the same way you move tag information

    with Export Tags.

    NOTE: Before importing or exporting tags, data, or messages, you should be aware

    of a convention used with the iHistorian application. The Server is the reference

    point for all import and export functions. If you want to move tag information fromthe Server into your worksheet, you must use the Export Tags command. Conversely,

    if you want to move data from your worksheet to the server, you must use the Import

    Data command.

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    Chapter 2. Using the iHistorian Excel Add-In 11

    Importing Data

    The Import Data command is the converse of the Export Data command. It moves

    selected information from your current worksheet into the specified Server in the

    same way the Import Tags command functions.

    Searching Messages

    The Search Messages function lets you search the archives for selected types of

    messages generated during a specific time period and to display selected fields from

    those messages. This puts a dynamic formula in the worksheet. Dynamic formulas

    allow you to build a dynamic message report that you can build, save, and re-use.

    Exporting Messages

    The Exporting Messages function lets you find messages and export them from the

    server to your worksheet or to a CSV or XML file. You can specify the server and

    select the messages to be exported by specifying a start time, an end time, or a text

    string, using standard wildcards, where applicable. You can also select which fields

    of the messages are exported, such as time stamp, topic, message string, message

    number, substitutions, or username.

    Importing Messages

    The Importing Messages command writes all messages from the worksheet into the

    server. When you initiate the import function, a dialog box asks if you want to import

    messages from your worksheet into a specified server. If you reply Yes, it scans your

    worksheet for messages, writes them to the server, and notifies you that the operation

    succeeded or failed.

    If you choose to export messages from iHistorian into Excel and then import the

    messages back into the iHistorian, note that the Importing Messages function only

    allows you to add messages to the iHistorian Server. It does not allow you to modify

    or remove any existing messages.

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    12 Using the iHistorian Excel Add-In

    Listing Archives

    The List Archive function returns a list of selected statistics about an archive file.

    You can specify the server, the archive file name, and the type of information

    displayed, such as start time, end time, file name, target file size, current file size,

    current or read-only status, last backup time, and last backup users. You can also

    specify a range of cells for the display.

    To return details for more than one item, specify a substring in the Archive Name

    field that exists in each archive you want listed. For example, if you had archives

    Hero5_Archive0001 -010, you could specify the substring Hero5_Archive to return

    the details for all those archives. Ensure that your selected output range allows for all

    the archives to be listed or only the number rows/columns specified in the output

    range will be filled in.

    Listing Collectors

    The List Collectors function returns a list of selected statistics about a collector. You

    can specify the server, the collector name, and select the type of information

    displayed. You can also specify the range of cells for the display.

    To return details for more than one item, specify a substring in the Collector Name

    field that exists in each collector you want listed. For example, if you had collectors

    Hero5_Collector0001 -010, you could specify the substring Hero5_Collector to

    return the details for all those collectors. Ensure that your selected output rangeallows for all the collectors to be listed or only the number rows/columns specified in

    the output range will be filled in.

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    Chapter 3. Defining Reports 13

    3. Defining ReportsThe ability to generate a wide range of custom reports is a major benefit of using the

    iHistorian Excel Add-In. Using this versatile tool, you can use all the standard,

    familiar Excel tools and techniques to access the iHistorian archives and build reports

    and charts of all types to fit your specific needs.

    If you want, you can use the sample reports included with iHistorian 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.

    Building Dynamic 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, of course, manually initiate recalculation at any time.

    The primary rule to follow in building a dynamic report is to use formulas with cell

    references that contain variable information rather fixed data, so that recalculation

    produces new data each time it occurs. You then initiate recalculation by changing

    certain inputs manually or automatically.

    Sharing Excel Reports

    You can share any Excel reports you develop with the iHistorian Excel Add-In as you

    would any other Excel workbook. Each client using the worksheets, however, must

    have the iHistorian Excel Add-In installed and enabled inside Excel.

    Using the Sample Reports

    The iHistorian application includes three typical sample reports. These reportsclearly demonstrate the power and ease-of-use of the Excel Add-In. Use them

    directly in your application or modify them to fit your requirements.

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    14 Using the iHistorian Excel Add-In

    The three sample Excel reports are built using tags from the Simulation Collector.

    You must have the Simulation Collector installed on a machine and collecting data to

    the iHistorian Server in order for these reports to work. The iHistorian Batch ReportSample.xls file also uses Batch ID and Product ID tags from the Simulation Collector.

    These are Simulation Collector points that are configured to store string data types.

    To ensure that the sample reports work correctly, you must add the string tags. These

    are the last 5 tags in the tag collector list. Add the string tags in the iHistorian

    Administrator by browsing the Simulation Collector and adding all of the tags by

    selecting the Add All Tags check box. Alternatively, you can run the Add Tags to

    Simulation Collector.bat batch file in the iHistorian\Server directory of the machine

    that has the Simulation Collector.

    In addition, when you first install the Simulation Collector it prompts you for the

    number of simulation tags it should create (but you must still add the tags for

    collection using one of the two methods above). The default is 1000. Do not make

    this value less than 30.

    When opening a Sample Excel report, you may receive a message prompting you to

    update all linked information in the workbook (Yes) or keep the existing information

    (No). Intellution recommends that you select No and keep the existing information.

    The links will be automatically updated for your worksheet. Save your worksheet

    after the links have been updated.

    Sample Report 1 iHistorian Statistical Analysis

    This report, illustrated in Figure 3-1, calculates, for a specified time period, a number

    of statistical properties of a tag, such as average, maximum, minimum, standarddeviation, 2 sigma and 3 sigma control limits, and correlation coefficients for other

    tags. It displays charts of various types for several of these variables.

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    Chapter 3. Defining Reports 15

    Figure 3-1: Sample Report 1 iHistorian Statistical Analysis

    The chart at the lower left is a plot of the main variable vs. time with sigma controllimits indicated by the straight lines. The two charts to the right are scatter diagrams

    that show the correlation between the main variable and two other variables. The

    chart at the top right is a histogram of data values of the main variable that shows how

    the data points are distributed.

    Figure 3-2shows the worksheet associated with the sample report that contains the

    data used to generate the report.

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    16 Using the iHistorian Excel Add-In

    Figure 3-2: Sample Report 1 Data Values

    Sample Report 2 Daily Report

    This sample report, shown in Figure 3-3, shows how the measured values and

    selected statistical properties of specified tags have varied during the previous 24-

    hour period. This sample is an example of a typical daily performance report in an

    industrial plant.

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    Chapter 3. Defining Reports 17

    Figure 3-3: Sample Report 2 Daily Report Values

    The report shown in Figure 3-4is a collection of chart plots of the data displayed in

    the report of Figure 3-3.

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    18 Using the iHistorian Excel Add-In

    Figure 3-4: Sample Report 2 Daily Report Charts

    Figure 3-5shows the worksheet used to set up the Daily Sample Report. Edit the

    worksheet to adapt this report to your application.

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    Chapter 3. Defining Reports 19

    Figure 3-5: Sample Report 2 Daily Report Setup Worksheet

    Sample Report 3 Batch Report

    The sample report shown in Figure 3-6is an example of a report that might be used

    with a batch type of industrial process. The table at the top of the report shows the

    batch identification, the start and end times, product name, and computed statistics for

    several process variables. The charts show how selected process parameters varied

    during the batch cycle.

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    20 Using the iHistorian Excel Add-In

    Figure 3-6: Sample Report 3 Batch Report

    Figure 3-7shows the configuration worksheet used to generate the report shown inFigure 3-6. Edit this worksheet to adapt it to your requirements.

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    Chapter 3. Defining Reports 21

    Figure 3-7: Sample Report 3 Batch Report Setup Worksheet

    Troubleshooting the Excel Add-In SampleReports

    If you follow the recommended installation procedures, you should not have any

    difficulty in running the Sample Reports. If you do encounter any problems, they are

    likely to relate to the locations of files and the links to those files.

    When opening a Sample Excel report, you may receive a message prompting you to

    update all linked information in the workbook (Yes) or keep the existing information

    (No). Intellution recommends that you select No and keep the existing information.

    The links will be automatically updated for your worksheet. Save your worksheetafter the links have been updated.

    For problems in the worksheets themselves, refer to Excel online Help for assistance.

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    22 Using the iHistorian Excel Add-In

    Running a Report Using Visual Basic

    The following Visual Basic example shows you how to create a hidden instance of

    Microsoft Excel, open a preconfigured iHistorian report in that instance, and then

    print the report to the default printer. If you want to use the following example, you

    need to modify the path of the .XLA and .XLS files. The paths that you need to edit

    are bolded in the following example.

    To use this example, a user must have the privileges to run the collector as a Windows

    service in Windows and a default printer must be installed. If iHistorian security is

    enabled, the user must have iH Readers membership. Tag level security can override

    this privilege.

    You can trigger this example to run on an event basis or on a polled basis. Mostlikely, you would run this example on an event basis. However, you could run it on a

    polled basis through the Windows Task Scheduler.

    Sub CreateExcelObjects()

    Dim xlApp As Excel.Application

    Dim wkbNewBook As Excel.Workbook

    Dim wksSheet As Excel.Worksheet

    Dim strBookName As String

    ' Create new hidden instance of Excel.

    Set xlApp = New Excel.Application

    ' Open the preconfigured iHistorian Excel Add-in report.

    Workbooks.Open "C:\Program Files\Microsoft

    Office\Office10\Library\iHistorian.xla"

    Set wkbNewBook = Workbooks.Open("c:\testih.xls", 0, False)

    'xlApp.Visible = True

    With wkbNewBook

    For Each wksSheet In .Worksheets

    Select Case wksSheet.Name

    Case "tag1"

    wksSheet.Select

    .RefreshAll

    .PrintOut

    End Select

    Next wksSheet

    .Close False

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    Chapter 3. Defining Reports 23

    End With

    Set wkbNewBook = Nothing

    xlApp.Quit

    Set xlApp = Nothing

    End Sub

    Array Formulas for the iHistorian Excel Add-In

    In Microsoft Excel, an array formula is a data request that inputs a set of parameters

    and returns a result or list of results. The iHistorian Excel Add-In uses the following

    array formulas:

    ihSearchTags(pServer,pTagMask,pDescriptionMask,pCollector,pArraySize,pSort,p

    RowCol,Parameters())

    ihQueryData(pServer,pTagName,pStartTime,pEndTime,pSamplingMode,pCalculati

    onMode,pSamplingInterval,pNumberOfSamples,pDirection,pFilterTag,pFilte

    rMode,pFilterComparisonMode,pFilterComparisonValue,pArraySize,pSort,p

    RowCol,Parameters())

    ihQueryMessages(pServer,pTopic,pStartTime,pEndTime,pSearchText,pArraySize,p

    Sort,pRowCol,Parameters())

    ihListArchives(pServer,pArchiveNameMask,pArraySize,pSort,pRowCol,Parameters())

    ihListCollectors(pServer,pCollectorNameMask,pArraySize,pSort,pRowCol,Paramet

    ers())

    When inserting an array formula, you cannot overwrite part of the range of another

    array formula in your worksheet. The range includes cells without data displayed.

    An error message appears if you try to do so. Reselect a different output range to

    insert the formula.

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    24 Using the iHistorian Excel Add-In

    Description of Array Formula Parameters

    Table 3-1describes the parameters for the array formulas for the iHistorian Excel

    Add-In.

    Table 3-1: Descriptions of Array Formula Parameters

    Parameter Description

    pArchiveNameMask A search mask you can use to browse the archivers.

    Use standard Windows wildcard characters.

    pArraySize The number of cells that the array spans.

    pCalculationMode The type of calculation mode. See the CalculationModessection in the Getting Started with

    iHistorianguide for a complete list.

    pCollector The collector or collector mask that you want to

    query.

    pCollectorNameMask A search mask for browsing collectors. Use

    standard Windows wildcard characters.

    pDescriptionMask A search mask for browsing tag descriptions. Use

    standard Windows wildcard characters.

    pDirection The direction (forward or backward from the start

    time) of data sampling from the archive.

    pEndTime The end time used to refine your query.

    http://../GettingStarted/GSguide.pdfhttp://../GettingStarted/GSguide.pdfhttp://../GettingStarted/GSguide.pdfhttp://../GettingStarted/GSguide.pdf
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    Chapter 3. Defining Reports 25

    pFilterComparisonMode The type of comparison to be made on the filter

    comparison value:

    Equal Filter condition is True when the

    FilterTag is equal to the comparison value.

    EqualFirst Filter condition is True when the

    FilterTag is equal to the first comparison

    value.

    EqualLast Filter condition is True when the

    FilterTag is equal to the last comparison value.

    NotEqual Filter condition is True when theFilterTag is NOT equal to the comparison

    value.

    LessThan Filter condition is True when the

    FilterTag is less than the comparison value.

    GreaterThan Filter condition is True when

    the FilterTag is greater than the comparison

    value.

    LessThanEqual Filter condition is True

    when the FilterTag is less than or equal to the

    comparison value.

    GreaterThanEqual Filter condition is True

    when the FilterTag is greater than or equal to

    the comparison value.

    The FilterComparisonMode defines how archive

    values for the FilterTag should be compared to the

    FilterValue to establish the state of the filter

    condition. If a FilterTag and

    FilterComparisonValue are supplied, time periods

    are filtered from the results where the filter

    condition is False.

    pFilterComparisonValue The value to compare the filter tag with when

    applying the appropriate filter to the DataRecordsetquery (to determine the appropriate filter times).

    Table 3-1: Descriptions of Array Formula Parameters

    Parameter Description

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    26 Using the iHistorian Excel Add-In

    pFilterMode The type of time filter:

    ExactTime Retrieves data for the exact

    times that the filter condition is True (only

    True).

    BeforeTime Retrieves data from the time of

    the last False filter condition up until the time

    of the True condition (False until True).

    AfterTime Retrieves data from the time of

    the True filter condition up until the time of

    next False condition (True until False). BeforeAndAfterTime Retrieves data from

    the time of the last False filter condition up

    until the time of next False condition (While

    True).

    The FilterMode defines how time periods before

    and after transitions in the filter condition should be

    handled.

    For example, AfterTime indicates that the filter

    condition should be True starting at the timestamp

    of the archive value that triggered the True

    condition and leading up to the timestamp of the

    archive value that triggered the False condition.

    pFilterTag The single tagname used when applying the filter

    criteria. Entering a tag for this parameter indicates

    that you want to perform a filtered data query. The

    other filter fields are disregarded unless you specify

    a filter tag.

    Table 3-1: Descriptions of Array Formula Parameters

    Parameter Description

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    Chapter 3. Defining Reports 27

    pNumberOfSamples Number of samples from the archive to retrieve.

    Samples will be evenly spaced within the time

    range defined by start time and end time for most

    sampling modes. For the RawByNumber sampling

    mode, the NumberOfSamples column determines

    the maximum number of values to retrieve. For the

    RawByTime sampling mode, the

    NumberOfSamples is ignored.

    pRowCol The sorting criteria used: 0 for Columns and 1 for

    Rows.

    pSamplingInterval For non-raw sampled data, this column represents a

    positive integer for the time interval (in

    milliseconds) between returned samples.

    pSamplingMode The type of sampling mode used by the query. See

    the Sampling Modessection in the Getting Started

    with iHistorianguide for a complete list.

    pSearchText The text or mask that you want to search for in the

    message.

    pServer Name of the server on which you are retrieving

    data. If you are running Excel on the same serverthat you are retrieving data from, you do not have

    to enter a string, as the default server is used.

    pSort The sorting criteria used for the rows or columns: 0

    for Descending and 1 for Ascending.

    pStartTime The start time used to refine your query.

    pTagMask A search mask for browsing tagnames. Use

    standard Windows wildcard characters.

    pTagName The tagname or tagname mask that you want to

    query.

    Table 3-1: Descriptions of Array Formula Parameters

    Parameter Description

    http://../GettingStarted/GSguide.pdfhttp://../GettingStarted/GSguide.pdf
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    28 Using the iHistorian Excel Add-In

    Editing an Array Formula in Microsoft Excel

    To edit an array formula in Microsoft Excel, follow these steps:

    [1] Click on the cell in the spreadsheet that contains the array formula.

    [2] Click in the formula bar at the top of the screen.

    [3] Edit the formula that appears in this bar.

    [4] Press Ctrl+Shift+Enter.

    [5] Select Save from the File menu.

    NOTE: To exit a formula array without editing it, press the Esc key.

    pTopic The message topic:

    Connections

    Configuration

    General

    Services

    Performance

    Security

    Parameters() Output display of the array formula. T his field caninclude be one or more parameters.

    Table 3-1: Descriptions of Array Formula Parameters

    Parameter Description

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    Chapter 4. Troubleshooting the Excel Add-In 29

    4. Troubleshooting the Excel Add-InThis chapter contains troubleshooting information for using the Excel Add-In with

    iHistorian. In particular, it describes what to do if an error occurs with any of the

    following:

    General imports

    Tag imports

    Data imports

    Troubleshooting General Imports

    If you experience problems with general imports and want to resolve them, check the

    following:

    Review the iHistorianSDKErrors.log in Notepad or another text editor. This

    file is usually located in your Windows\System32 folder. iHistorian records

    additional information for some errors in this file. Sometimes, by reviewing

    this file you can determine the cause of the error.

    If using iHistorian security, verify that the user has the appropriate securityrights. If the rights are incorrect, log in as user with the correct privileges or

    change the rights for the current user.

    Verify that no empty rows appear between valid rows in your spreadsheet.

    These empty rows can cause issues.

    Note if any errors occur. If an error occurs with any line of the import,

    iHistorian aborts the whole import.

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    30 Using the iHistorian Excel Add-In

    Troubleshooting Tag Imports

    If you experience problems with tag imports and want to resolve them, check the

    following:

    Make sure that you are not trying to import the Calculation Execution Time,

    Last Modified, or Last Modified User fields for each tag. These fields are

    read-only. As such, you canexport them but can notimport them.

    Check that your collector does not contain any duplicate tagnames. Duplicate

    tagnames will cause errors to occur.

    Verify that the number of tags that you want to import does exceed the

    maximum licensed tag count. If it does, you will not be able to import thetags.

    Troubleshooting Data Imports

    If you experience problems with a data import and want to resolve it, try the

    following steps:

    If any archives are online, ensure that the timestamps are not prior to the start

    time of the oldest online archive.

    Ensure that the timestamps are within the active hours setting in the Archive

    Maintenance screen of the iHistorian Administrator.

    Ensure that the timestamps are not for a time greater than 15 minutes ahead of

    the system time on the iHistorian Server.

    Ensure that the tags are valid iHistorian tags. To do this, import your tags

    before importing their associated data.

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    Index 31

    Index

    A

    adding new tags 9

    Cconventions

    255 character limit 3

    256 maximum number of columns 3

    avoiding circular references 2

    no right and left arrow keys 3

    recalculation 3

    rows or columns 2

    selecting multiple attributes 2

    selection of tags, times, and events 2

    specifying an output cell 2

    specifying an output range 2

    understanding 2

    D

    deleting tags 10

    E

    Excel Add-In

    troubleshooting 21

    exporting data 10

    exporting messages 11

    exporting tags 8

    I

    importing

    data 11

    messages 11

    tags 9

    installing the Excel add-in 3

    L

    listing archives 12

    listing collectors 12

    Mmodifying tag parameters 9

    O

    options

    adjust column widths 7

    assign default server 6

    automatically update links 6

    internal vs. external references 6

    selecting 5

    show/don t show header labels 6

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