9/4/2020 FactoryTalk Historian SE: Microsoft Excel Add-Ins

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ID: QA4300 | Access Levels: TechConnect

FactoryTalk Historian SE: Microsoft Excel

Add-Ins
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Document ID QA4300

Published Date 04/08/2020

Summary
FactoryTalk Historian SE: Microsoft Excel Add-Ins

Question
Does FactoryTalk Historian SE use Microsoft Excel Add-Ins? 
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Answer
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9/4/2020 FactoryTalk Historian SE: Microsoft Excel Add-Ins

Yes, Add-Ins are files that add additional functionality to Excel (for more information on using Add-Ins, see the
Microsoft Excel Online Help). Note: Only Excel Add-Ins licensed and distributed by Rockwell Automation are
supported for use with FactoryTalk® Historian SE. The use of newer Excel Add-In versions obtained from OSIsoft
is unsupported.

There are several FactoryTalk Historian Microsoft Excel Add-Ins used to interface with the FactoryTalk Historian
product family:

. PI-SMT - for more information, refer to the online help (also known as PI-
TagConfigurator, superceded by PI Builder in v5.01)
. PI DataLink - for more information, refer to the online help and/or 56418 -
FactoryTalk Historian DataLink: Reporting Tricks for Excel
. PI BatchView - for more information, refer to the online help and/or 54660 - FAQ:
FactoryTalk Historian ProcessBook and FactoryTalk Historian ActiveView
. PI Module Database Builder - for more information, refer to the online help (obsolete
in FactoryTalk Historian SEv5.01)
. PI AF Builder - for more information, refer to the online help (new with FactoryTalk
Historian SE v3.00, superceded by PI Builder in FactoryTalk Historian SE v5.01)
. PI Builder (new with FactoryTalk Historian SE v5.01) Note: Per the Release Notes,
Microsoft Excel 2016 or 2013 (32-bit) is considered a prerequisite for both and
VantagePoint and the FactoryTalk Historian SE Suites (with the exception of Live Data
Interface Suite). However, the Installation Manager does not enforce this
prerequisite. If Excel is not present, the PI Builder Excel Add-in will not be installed. If
Excel is installed after a FactoryTalk Historian SE Suite, then the PI AF Client will need
to be re-installed in order to install the PI Builder Excel Add-in. For more information
on re-installing PI Builder, refer to the FactoryTalk Historian SE Installation and
Configuration Guide. For more information on using PI Builder, visit the OSIsoft
YouTube channel and/or open the MS Excel PI Builder online help to access the PI
Builder User Guide:

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9/4/2020 FactoryTalk Historian SE: Microsoft Excel Add-Ins

The PI-SMT/Tag Configurator Add-in facilitates changes to large numbers of tags on the Historian Server. To
install the PI Tag Configurator Add-in:

Install Excel and the PI Tag Configurator from their respective installation media (to
install the PI Tag Configurator, search the installation CD for TagConfig.msi).
Launch Excel and use the Excel online help to determine how browse for and select
’Add-Ins’.
Browse to the file PITagCnf.xla located in \Program Files (x86)\Rockwell
Software\FactoryTalk Historian\PIPC\SMT
Select ADD-INS > PI-SMT > Help to learn more about using the "PI-SMT" menu in
Excel or reference the file attached to this Answer or refer to 53200 - FactoryTalk
Historian SE: Excel Column Definitions for PI-SMT Add-On.

Note: Using the Tag Configurator Add-in on the FT Historian Server will result in the following error: 489565 -
License Error: [-12230] Maximum licensed Anonymous Application connections exceeded.; Maximum
anonymous connections allowed: 0. Process name: EXCEL.EXE and in some cases it will also result in an
extended delay when launching MS Excel. During the delay, the following is displayed: Top

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9/4/2020 FactoryTalk Historian SE: Microsoft Excel Add-Ins

This error on the FactoryTalk Historian Server can be ignored. However, the recommendation is to avoid the error
entirely by running the Tag Configurator on an Engineering Workstation (as opposed to the FactoryTalk Historian
Server).

The PI DataLink Add-in facilitates reporting Historian data and manual data input using Microsoft Excel. For
more information on manual data input, refer to 67148 - FactoryTalk Historian SE: Manually data entry using
Microsoft Excel.. To install the DataLink Add-in:

Purchase the DataLink Excel Reporting Tool (9518-HDLENE or 9518-HDLENM.

Note: 9518-HDLENF is no longer available for purchase).
Install Excel, then install the DataLink Excel Reporting Tool from their respective
installation media (to install the DataLink Excel Reporting Tool, select ’Install Other
Components’ then ’Install DataLink Client’ on the installation menus).
Follow the ’Configuration of Microsoft Excel’ instructions in the FactoryTalk DataLink
User’s Guide to install the Add-in (P) : In Excel 2007 you need to go under the O ce
Button in the upper left corner of Excel then click the Excel Options button on the
bottom. Click on the Add-Ins listing on the left and then in the bottom middle section
select Manage: Excel Add-Ins and click Go. From here you will have the Browse
option to find the DataLink Add-in (PIPC32.xll) here: \Program Files
(x86)\Rockwell Software\FactoryTalk Historian\PIPC\Excel.
Note*: Do NOT add the files pidialogs.xla or pitrend.xla, as they are called by
PIPC32.xll.
Select PI > Help (or read the FactoryTalk DataLink User’s Guide) to learn more about
using the "PI" menu in Excel 
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DataLink v5.00 will not install and is not supported on 64-bit versions of Excel
(contrary to what is indicated in the in DataLink v5.00 Release Notes).
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9/4/2020 FactoryTalk Historian SE: Microsoft Excel Add-Ins

When using DataLink with the FactoryTalk Historian ME module, refer to 68552 - FactoryTalk Historian DataLink:
Use with the FactoryTalk Historian ME module.

To install the PI BatchView Add-in:

Install Excel and install BatchView

Launch Excel and use the Excel online help to determine how to browse for and
select ’Add-Ins’.
Browse to the file PIVBExcel.xla located in \Program Files (x86)\Rockwell
Software\FactoryTalk Historian\PIPC\Batch
Select ADD-INS > PI > About to learn more about using the BatchView menu in
Excel

To install the Module Database Builder Add-in:

Install Excel
Launch Excel and use the Excel online help to determine how to browse for and
select ’Add-Ins’.
Browse to the file MDBBuilder.xla located in \Program Files
(x86)\Rockwell Software\FactoryTalk
Historian\PIPC\MDBBuilder
Select PI-SMT > Module Database Builder > Help to learn more about using the
Module Database Builder menu in Excel

To install the PI Builder Add-in with FactoryTalk Historian SE v5.01:

Install Excel
Run the AF Client install from the Historian 5.01 install media
5.01.00-FTHistorian-SE-
DVDDL\Redist\PIAFClientSetup\AFClient_x64.msi
Launch Excel and use the Excel online help to determine how to browse for and
select ’Add-Ins’.

Browse to the file PIAFBuilder.vsto \Program Files (x86)\Rockwell Top
Software\FactoryTalk Historian\PIPC\AF
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9/4/2020 FactoryTalk Historian SE: Microsoft Excel Add-Ins

To install the PI Builder Add-in with FactoryTalk Historian SE v6.00:

Install Excel
Run the AF Services install from the Historian 6.0 install media and check the box for
PI Builder
6.00.00-FTHistorian-SE-DVD\Redist\PIAFSetup\PI-AF-
Services_2017-R2A_.exe
To install the Asset Framework Builder Add-in with FactoryTalk Historian SE v4.00:

Install Excel
Launch Excel and use the Excel online help to determine how to browse for and
select ’Add-Ins’.
Browse to the file PIAFBuilder.vsto \Program Files (x86)\Rockwell
Software\FactoryTalk Historian\PIPC\AF

To install the Asset Framework Builder Add-in with FactoryTalk Historian SE v3.xx:

download the attached file AFBuilder_2010R3_.exe and install

Install Excel
Launch Excel and use the Excel online help to determine how to browse for and
select ’Add-Ins’.
Browse to the file PIAFBuilder.vsto \Program Files (x86)\Rockwell
Software\FactoryTalk Historian\PIPC\AF

62984 - The FactoryTalk Historian Excel Add-Ins require the MS O ce Visual Basic for Applications Components.

254380 - FactoryTalk Historian: VBA Errors in Microsoft Excel Add-Ins

1065654 - FactoryTalk Historian SE: Using PI Builder to import tag list that was created using PI-SMT

Attachments

File
How to get the best from Tag Configurator.doc


File Top
AFBuilder_2010R3_.exe
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 9/4/2020 FactoryTalk Historian SE: Microsoft Excel Add-Ins

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