Historical

Selecting Historical as a data source in ReportWorX 365 allows you to pick from either Historical Alarms or Historical Data. These sources provides access to historical data and alarms for use within Microsoft Excel.

 

Historical Selected in ReportWorX 365

Historical Alarms

The Historical Alarms data source provides historical alams for use within Microsoft Excel.

 

To Configure a Historical Alarms Report:

  1. Open the ReportWorX 365 add-in in Microsoft Excel. (See Installing ReportWorX 365 for more info). Place your cursor within the Microsoft Excel sheet where you wish the report data to appear.

  2. In the ReportWorX 365 add-in, select the Historical data source type, and then the Historical Alarms data source type, as shown below.

Historical Alarms Selected

  1. The Historical Alarms task pane appears on the right-hand side of your screen, as shown below.

    Configuring Historical Alarms Data Report

Users can utilize the file explorer section of ReportWorX 365 to navigate to their desired data source.

 

The following navigation items can be used:

 - Move up one folder level in the file explorer

- Move to the top folder level in the file explorer

- Add the selected item. Note that you can add multiple contiguous items by holding the Shift key or multiple individual items by holding the Ctrl key.

 

-  This button updates with the number of selected items. Clicking the button when one or more items have been selected changes the file explorer view to a file selection view, showing the data source items that have been added via the button. In the file selection view, you can remove any selected data source by clicking on the [X] button to the right of its name.

  1. - This button completes the process by inserting the selected data to the cell(s) selected in the main section of Microsoft Excel.

  2. Once you have clicked the Insert Data button, the report (the combination of column headers and requested data) should appear in the specified location.

Historical Data

The Historical Data data source provides access to fault causes for use within Microsoft Excel.

 

To Configure a Historical Data Report:

  1. Open the ReportWorX 365 add-in in Microsoft Excel. (See Installing ReportWorX 365 for more info). Place your cursor within the Microsoft Excel sheet where you wish the report data to appear.

  2. In the ReportWorX 365 add-in, select the Historical data source type, and then the Historical Data data source type, as shown below.

Historical Data Selected

  1. The Historical Data task pane appears on the right-hand side of your screen, as shown below.

    Historical Data Report

Users can utilize the file explorer section of ReportWorX 365 to navigate to their desired data source.

 

The following navigation items can be used:

 - Move up one folder level in the file explorer

- Move to the top folder level in the file explorer

- Add the selected item. Note that you can add multiple contiguous items by holding the Shift key or multiple individual items by holding the Ctrl key.

 

-  This button updates with the number of selected items. Clicking the button when one or more items have been selected changes the file explorer view to a file selection view, showing the data source items that have been added via the button. In the file selection view, you can remove any selected data source by clicking on the [X] button to the right of its name.

  1. - This button completes the process by inserting the selected data to the cell(s) selected in the main section of Microsoft Excel.

  2. Once you have clicked the Insert Data button, the report (the combination of column headers and requested data) should appear in the specified location.

Historical Data Report Example in Microsoft Excel

 

See Also:

Current Values

Dimension Data

Energy Data

Fault Data

Quality Data