Creating a Report: Overview

Follow these general steps to create reports using the AVEVA Historian Client Workbook.

1. Configure a connection to one or more servers. For more information, see Managing Server Connections.

2. Understand how functions, formulas, and array formulas work. For more information, see Working with Functions, Formulas, and Cells.

3. Determine how you want to set up or use Workbook options. For more information, see Configuring Workbook Options.

4. Configure tags for which you want to return data. For more information, see Selecting Tags for Reports.

5. Create a data report for the selected tags.

   • For information on retrieving configuration data using wizards, see Retrieving Tag Configuration Information.

   • For information on retrieving current and historical data values using wizards, see Retrieving Tag Values.

   • For information on generating analysis graphs and data using wizards, see Retrieving Tag Values.

   • For information on retrieving data using a manually created SQL query, see Creating a Direct Query.

6. Configure other advanced optional features. For more information, see Configuring Workbook Options.

7. Save the report.

8. Optionally publish the report to the AVEVA Information Server. For more information, see Publishing Reports.