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

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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.

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 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.

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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.

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 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.

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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.

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 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.

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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.

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 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.

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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.

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