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    Lab 26 - Publishing Workbook Reports 14-25

    Uploaded by

    RAHAL
    This document demonstrates how to publish static, dynamic, scheduled, tag-bound and time-bound Excel reports to the Information Server using ActiveFactory Workbook. It provides step-by-step instructions for publishing each type of report and viewing them on the Information Server.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd

    Lab 26 - Publishing Workbook Reports 14-25

    Uploaded by

    RAHAL
    11 views10 pages
    This document demonstrates how to publish static, dynamic, scheduled, tag-bound and time-bound Excel reports to the Information Server using ActiveFactory Workbook. It provides step-by-step instructions for publishing each type of report and viewing them on the Information Server.

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    This document demonstrates how to publish static, dynamic, scheduled, tag-bound and time-bound Excel reports to the Information Server using ActiveFactory Workbook. It provides step-by-step instructions for publishing each type of report and viewing them on the Information Server.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    11 views10 pages

    Lab 26 - Publishing Workbook Reports 14-25

    Uploaded by

    RAHAL
    This document demonstrates how to publish static, dynamic, scheduled, tag-bound and time-bound Excel reports to the Information Server using ActiveFactory Workbook. It provides step-by-step instructions for publishing each type of report and viewing them on the Information Server.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 10

    Lab 26 – Publishing Workbook Reports 14-25

    Lab 26 – Publishing Workbook Reports


    Introduction
    This lab demonstrates publishing Static and Dynamic Excel reports to the Information Server using
    the ActiveFactory Workbook application.

    Objective
    Upon completion of this lab you will be able to:
    z Publish Workbook-generated reports to Information Server.
    z Publish a Static Workbook Report
    z Publish a Dynamic Workbook Report
    z Publish a Scheduled Workbook Report

    Wonderware System Platform Course - Part 2


    14-26 Module 14 – ActiveFactory Reporting

    Publish a Static Workbook Report


    1. Start Excel.
    2. Open the ShiftAvg_DataAcq.xls file created previously in Lab 11, “Create an Hourly-Average
    Shift Report.” (C:\Wonderware Training\Labs).
    3. From the Excel ActiveFactory menu select Publish / Static Report.
    4. The Publish Report dialog box appears.
    5. Click the OK button.

    A confirmation dialog box appears indicating that the static Workbook report was successfully
    published.
    6. Click the Browse button to connect to Information Server and view the report.

    Wonderware Training
    Lab 26 – Publishing Workbook Reports 14-27

    Information Server opens.


    7. Expand the left navigation tree: ActiveFactory / Reports / Published Reports / Static
    Reports.
    8. Click ShiftAvg_DataAcq.

    The report displays within the main report page.

    Wonderware System Platform Course - Part 2


    14-28 Module 14 – ActiveFactory Reporting

    Publish a Dynamic Workbook Report


    9. Return to Excel and open the MyReport.xls file you created in Lab 8, “Using ActiveFactory
    Workbook Basic Functions” (C:\Wonderware Training\Labs).
    10. Select ActiveFactory / Publish / Dynamic Report.
    The Publish Report dialog box appears.
    11. Confirm the On Demand option is selected.
    12. Click the OK button.

    A confirmation dialog box appears indicating that the dynamic Workbook report was
    successfully published.
    13. Click the Done button.

    14. Return to Information Server.


    15. Expand the left navigation tree: ActiveFactory / Reports / Published Reports / On Demand
    Reports.

    Wonderware Training
    Lab 26 – Publishing Workbook Reports 14-29

    16. Click MyReport.

    The MyReport window pane opens in the center portion of the screen.
    17. Click the Generate report button.

    Wonderware System Platform Course - Part 2


    14-30 Module 14 – ActiveFactory Reporting

    18. The report appears in the right-hand pane of the report page:

    19. Click the Generate Report button again to see the columns dynamically update with the most
    recent data.

    Publish a Scheduled Workbook Report


    20. Return to the MyReport.xls file in Excel.
    21. Publish MyReport: Select ActiveFactory / Publish / Dynamic Report.
    The Publish Report dialog box appears.
    22. Click the Scheduled option.
    23. Select Every 15 minutes in the Schedules drop-down list.
    24. Check the Run now checkbox.
    25. Click the OK button.

    A confirmation dialog box appears indicating that the dynamic Workbook report was
    successfully published.

    26. Click the Done button.


    27. Return to Information Server and verify the report was generated.

    Wonderware Training
    Lab 27 – Publishing Tag and Time Bound Reports 14-31

    Lab 27 – Publishing Tag and Time Bound


    Reports
    Introduction
    This lab demonstrates the steps necessary to publish Tag and Dynamic Excel reports to the
    Information Server using the ActiveFactory Workbook application.

    Objective
    Upon completion of this lab you will be able to:
    z Configure and publish both Time-bound and Tag-bound reports and view them in
    Information Server
    z Configure, Publish and View a Tag-Bound Report
    z Configure, Publish and View a Time-Bound Report.

    Wonderware System Platform Course - Part 2


    14-32 Module 14 – ActiveFactory Reporting

    Configure, Publish and View a Tag Bound Report


    1. Open Microsoft Excel and create a new blank workbook.
    2. Click the Live Values icon on the Excel toolbar.

    The Live Values - Step 1 of 3 dialog box appears.


    3. Check Support multiple data types option.

    4. Click the Binding Options button.

    Wonderware Training
    Lab 27 – Publishing Tag and Time Bound Reports 14-33

    An additional option appears in the dialog box.


    5. Select Use bounds tags in the range named ‘AFTagBinding’ of type: option.
    6. Ensure All is selected in the above-referenced drop-down field.

    Note: This option ensures that all tag types can be browsed from within ActiveFactory
    Reports.

    7. Click the Next button.


    The AFBindings confirmation dialog box appears.

    8. Click the OK button.

    Wonderware System Platform Course - Part 2


    14-34 Module 14 – ActiveFactory Reporting

    The Live Values - Step 2 of 3 dialog box appears.


    9. Confirm the value in Select cell for output: field is $A$1.

    10. Click the Next button.


    The Live Values - Step 3 of 3 dialog box appears.
    11. Check the Tag name and Date time options.
    12. Uncheck any other options that may be selected.

    13. Click the Finish button.

    Wonderware Training

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