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Using & Accessing

Historian Data
Understanding the Proficy
Historian and how to use the Excel
Add-in to view plant data

Stephen Friedenthal
617.916.5101 (w) / 617.901.9193 (m)
System Overview
Quick introduction to the Proficy Historian
GreenFuel system architecture
Excel Interface
Installation and configuration
Basic queries (to get our feet wet)
A primer on data storage
Data retrieval modes
Advanced analysis and interactive
Wrap-up & questions
Plus! A cool (?) bonus a sample Excel report you can use when youre done!
Introduction to the iHistorian
Key features
High-speed collection & retrieval (20k/sec)
Understands time-series data
Able to provide time-based data aggregation (min,
max, average, etc.)
Data compression (dead banding)
Robust data collection from plant floor
Event & time-driven calculations on historical
Near real-time access to plant data
Store/add comments with data
Historian Introduction (contd)
Additional Features
THE easiest to use, fastest to install and configure, and
lowest maintenance historian available in the world today
Information access is easy without requiring any
specialized training, programming or database skills
Security, auditibility & traceability
Secure, 21CFR11 compliant application
User & role-based security & 100% auditing 100% of the
Analysis and enterprise connectivity
A fast, flexible, easy-to-use Client Tools include, Excel, web
portal, Plant Applications, SDK, and OLE DB
Getting Started
Installing the Excel tool
How to install
Step 1: Insert the CD or run the network install
2. Go through the usual prompts and select
the Excel add-in, then press Next.. 3. Enter the server name and
continue with the setup. Example
below connects to the server called,
How to Configure Excel
To add the iHistorian
Excel add-in
1. Select Tools,
from the menu
bar, then Add-
2. Select Proficy
Historian Add-in
and press OK
Note: If you dont see the Proficy Historian listed, search for the file,
iHistorian.xla and then use the Browse button to select it.
Configuring Excel (contd)
After selecting the
add-in, Historian
will be a new menu
item on your
toolbar whenever
you start Excel.
Historian Functions
An overview of some of the
thing you can do with the
historian Excel add-in
A Quick Example Search Tags
A tag search lets you quickly find and
display process variables
This is usually the first step to
retrieving data, since the data is
accessed by the tag name
The tag name for a bio reactor CO2
monitor is GFAZ1.200_AE_245H.F_CV
This is then used to retrieve data
Performing a tag search
6 Easy Steps
First, select Search
Tags from the add-
in menu
1. Enter the search
criteria for the
tagname (blank for
2. Select the tags for
the report
3. Select outputs
4. Type or select the
5. Press OK
Historian Excel add-in functions
Just as with the tag search, the add-in can
be used to:
Search Tags
Query Current Values
Query Calculated Values
Query Raw Data
Query Alarms & Events (NA for GreenFuel)
Query Calculated Data
Query Filtered Data
Tag Search
Purpose: To retrieve tag names,
description, units, etc.
Search by tag name or description
Dynamic searching by using a cell
address vs. a string (i.e., cell A2 is used
for the tag mask)
Advanced Tag Search
The text in cell $B$2 is used to
retrieve tag names
Instead of searching each time,
just type a new entry in $B$2
Advanced Tag Search II

After you create a dynamic

search based on tag
name, you can edit the
formula in Excel to add the
tag description as a criteria
1. Tag name & description
are a Boolean AND
2. Blank = All
3. Wild card characters:
1. * = ALL chars to right
2. ? = single character
Retrieving Data
But first we need to learn a
little about data storage
Time-series data storage
Data is not typically
stored at even intervals,
We may need evenly
spaced reports (e.g.,
hourly avg.)
We need to know what
the value is now even
though new data may not
have been stored for a
long time
We need a way to know
what happened & Red marks are raw
when without looking at samples that were stored.
MB (or GB!) of data (Note different intervals)
Historian data retrieval
The historian understands the nature of
the data and:
When you ask for the current value it returns
the last good value (even if its hours or days
When you ask for evenly spaced samples it
interpolates the raw data*
When you ask for data in between real samples
it gives the best interpolated result (e.g., if you
ask for the maximum it will return an
interpolated maximum)
* Note that Lab data and Trend Sampling do not interpolate or smooth the data
Example: Retrieving current values
Select Query
Current Values
from add-in menu
Enter the tag
names, or use a
cell reference from
the tag search
Select outputs and
Retrieving current values
Historian Calculations
Now for the fun stuff
Different ways to retrieve data
Sampling Modes
Interpolated Just like it sounds,
historian interpolates between raw
samples and return results based on the
time interval (e.g., every 30 min.) or
number of samples
Calculated Historian will perform one
of several aggregate calculations (min.,
max., avg., etc.) on the data and return
results (more on this in a bit)
More ways to retrieve data
Lab Strangely named, but Lab
sampling returns raw values, evenly
spaced by a user selected interval.
For each interval it returns either (1) a raw
sample that was stored at that time, or (2)
the last good value that was stored
Very useful when you dont want any

interpolation or smoothing
Primarily used to trend raw data, with

evenly spaced samples to make nice charts

Lab sampling Example
Time raw data stored
Actual Value Lab Sampling, 5 Min. Interval

9:00 25.0 Time Value

9:00 25.0
9:05 30.0
9:05 30.0
9:31 15.5
9:10 30.0
9:15 30.0
9:20 30.0
9:25 30.0
9:30 30.0
9:35 15.5
9:40 15.5
Trend Sampling
Trend Sampling solves a problem that
few realize is there, but can be
How do know that you are seeing all
of the extrema of a process?
Not necessarily an issue over short
time periods with short retrieval
intervals, but what about longer time
Trend sampling Example
Time raw data stored
Actual Value Lab Sampling, 5 Min. Interval

9:00 25.0 Time Value

9:00 25.0
9:06 125.0
9:05 25.0
9:10 50.0
9:10 50.0
9:15 25.0 9:15 25.0

See the problem??

Lab Sampling, 30 Min. Interval With 5 Minute sampling, we
Time Value see a smaller peak
9:00 25.0 With 30 minute sampling we
dont see the peak at all!
9:30 25.0
Trend sampling (contd)

Trend sampling solves the dilemma by returning a

High-Low pair for each time interval
Trend sample divides the interval in half and
returns the high or low value (whichever occurred
first) for the middle time sample
We never miss a maximum or minimum extrema
regardless of the sample interval
Able to get a very good view of the process with only a
small sample of data (e.g., review a year of data with
month-long intervals)
Note that the time of the min/max is NOT the actual
time of the raw data
Historian calculation modes

Calculatio Description
Average Returns the interpolated average of the data
collected during the sample period
Minimum Returns the interpolated minimum value during
sample period
Maximum Returns the interpolated maximum value during
the sample period
Standard Returns the interpolated standard deviation of the
Deviation data during the sample period
Total Returns the integrated total of a process value
based on a 24 hour sample period (e.g., calculate
the total flow through a flow meter with a given
flow rate) NOTE that this is NOT the same as
Historian calculation modes
Calculatio Description
Count Returns the number of samples stored during the
sample period
Raw Returns the arithmetic average of the raw data
Average stored during the sample period
Raw Returns the actual, non-interpolated standard
Standard deviation of the data during the sample period
Raw Total Returns the arithmetic total of the raw data stored
during the sample period
Time of Returns the time of the minimum value
Historian calculation modes
Calculatio Description
Time of Returns the time of the maximum value
Time Returns the total time in milliseconds that the
Good data was of good quality during the sample
period. Useful for calculating pump run times and
the like
Example: Calculation Query
Raw Data Queries
When you just want the beef
Raw Data Queries

Raw data queries let you access the raw,

unfiltered data
Very fast, but some caveats:
A typo can cause A LOT of data to be requested
Excel cant handle more than 64,000 rows
Because the source data is stored only on a
change, raw data can be confusing
You may get no data back based on your start & end
Raw Data Query Options
1. Select start & end dates
(but you must select an
output range large
enough to hold the data)
2. Select a time and ask for
a number of samples
forward or back from that
point (you only need to
select the first cell of the
output range in this
Advanced Topics
But wait Theres More!
Filtered Data Queries
Filtered queries let you retrieve data
(lab, interpolated, calculation, or
trend) for one or more tags, based
upon the value of a different tag
For example, retrieve conductivity
based upon pH or temperature
Filtered Data Query Menu
Same as Query Calculated Data menu

Enter the filter tag (e.g., algae

temperature), and the condition
(e.g., <= 90)
Create Tags, Import and Modify
Administration functions
Create, modify tag properties
View on-line archives and storage status
Data storage functions
Export data, import new data, modify stored
data*, even add comments to stored data
Audit functions
Export and search audit trail, import new audit

*But, dont worry.. The original value is still retained