Configuration & Create a report

Configuration

  • Start the WinCC OA Excel Report via System Management > Reports > Excel-Report.
  • Or: start the file Report.xls from the following directory:
    < WinCC_OA_Proj>/data/xls_report.
    Figure 1. Start Excel Report via the System Management
    Note: For template creation and data configuration we recommend advanced knowledge of MS Excel.
  • Set up the ComManager - see Configuration - Options.
  • Set up archive assignments and compression structures in WinCC OA - see NGA Archive groups, History DB and Archiving and RDB Archiving, Basics.
  • Generate the archive structures - see Configuration - see NGA group settings, Archiving and Compression or RDB Compression).
  • To have the WinCC OA archive compression data available in ExcelReport, import the archive and compression structures via Excel Report > Add-Ins > Report > Configuration > Archive Structure:
    Figure 2. Import the Archive Structure
  • Enter the password erAdmin to the Password dialog and click on OK:
    Figure 3. Enter the Password

Create a report

  • To generate reports, you must create a template (.xlt) for your reports. You use the template to define how a report will look and what data will be displayed where. You can format the sets of values in worksheet columns - see chapter Linking data points to cells or display them in different types of charts - see chapter Report design - Charts.
  • To create a template, select one of the predefined report formats (Standard, ATV, Operating, SQL query, or Cost Center report). Create a template via Template > New:
    Figure 4. Select a report format
  • Select a report type - either a daily or monthly report and click on OK:
    Figure 5. Select a report type
  • Add a data point or data points to the template via Add-ins > Template > Insert DP:
    Figure 6. Add Data points
  • Select the data point type and data point(s). Select the statistical function you want to use, such as the minimum, maximum, average etc. and click on OK:
    Figure 7. Select the data points
  • Save your template via Add-ins > Save
    Attention: You must save the template via the Add-ins menu, not directly via the Excel menu!
    Figure 8. Save a template
  • You can edit it via Template > Open. Alternatively you can create and edit templates via the menu items in the Template menu.
  • Now you can create a report via Report > New. Select the created template and create a new report.
    Figure 9. Create a report
  • Select the time for the report and click on OK. For more information, see also create, open and save reports.
    Figure 10. Select a time for the report

  • You can also automate the protocol generation. Therefore, you must create a schedule.

    Note: You can also schedule print and save operations and run them periodically.

Examples

You will also find examples that show you step by step how to create a log with the WinCC OA Excel report and what to look out for when generating it.