Report Generator - Data Manager

Created by Custom Computer Systems

www.davidhagemann.com

Reports Tab

Pick a report, select a date range and click the Generate Report button.  It is that easy!  Your report can contain current values - or Point History, Trend or Totalization data for any date range or a fiscal year to date range.  When you setup the report you tell it what data to collect and where to send it to in the Excel Master Report file.  You can then manipulate the data using the power of Excel to present the report any way you want.  Graph it, calculate averages or peaks, generate invoices - the options are limitless.

Report Setup Tab

Clicking on a Report Name will populate the Excel Master Filename and Data Items.  Clicking on a Data Item will populate the information for the Data Item.  You can modify any of the data by just typing the modifications in the text box.  You can delete a Report Name or Data Item by clicking on it, then hit the Delete key on your keyboard.

To add a Report Name, click the Add Report button.

Enter the Report Name

Enter the Name of the Excel Master File

To add a Data Item, first select the Report Name from the list, then click the Add Item button.

Enter the Network Name

Enter the System\Object name

Enter the Excel Sheet Name where the data is to go

Enter the Cell Reference Name where the data is to go

This is a warning that you must specify what type of data is to be collected. See Metasys Data description below.

After adding a Data Item, you can do a test read of the current value by clicking the Test Read button.  You can also test your link to the Excel master file by clicking the Test Excel Link button.  This will verify that your master file is set up properly and the report can locate the sheet and cell where the collected data is to be returned.

Metasys Network Name - Must match the network name on the operator workstation's network map.

Excel Master Filename - Is the template for the report.  It must exist in the C:\Program Files\Report Generator directory and must contain any Sheet Names and Cell References defined in this application.

Excel Sheet Name - This is the worksheet name that this data will be sent to.

Excel Cell Reference Name - This is the named cell in the Excel worksheet that the data will be sent to.

Metasys Data - This specifies the type of data to be collected by this application.  The choices are - Current Value, Point History, Trend, Totalization or Archive Access Data.  Selecting Point History, Trend or Totalization will bring up the feature setup information where you need to specify the OWS Name and PCFile Name.  If you select Archive Access Data, you will need to select the Archived Access Data reference.  There is also a checkbox for using the Fiscal Year date range instead of the selected calendar date range.  See below.

Data Manager Tab

Location of Archived Access Files – This is where the application will store the collected data in the Access database files. The data is stored in file names that start with the date of the data (YY-MM) followed by the OWS name and PCFile name the data came from (example- the data for November 2006 that came from OWS-105 BLDGFILE will be stored in the Access database file called 06-11OWS-105BLDGFILE.MDB) . If you click in the text box, another box will appear that allows you to pick the drive and path where you want the data stored. If you change the location of the files, make sure to copy the files from the old location to the new location, otherwise you will not be able to get the older data.

Double-click on the directories to get to the location where you want to store the data files and reports.

Clicking OK or Cancel will bring you back to the previous screen.

Update List - This will go into the selected PCFile and add any objects from the PCFile that are not currently in the list.

Daily Transfer – This checkbox determines if the application automatically collects the data from the PCFile and stores it in the appropriate Access Database file at the time specified in the combo box next to it.

Clear Data after transfer – This checkbox determines if the application deletes the data from the PCFile after storing it in the Access Database files. Note – This only works if this application is on the same OWS as the PCFile.

Data Last Transferred – This textbox displays the date and time that the data was last transferred from the PCFile to the Access database files.

Transfer Now – This button, when clicked on, will transfer the data from the PCFile to the Access database files immediately.

Data Retrieval Report – This reports the data that was collected from the PCFile and stored in the Access Database files.

To Notepad – This button will send the Data Retrieval Report to Notepad for printing or saving to a file.

Clear List – This button clears the Data Retrieval Report.

If you have any questions or comments, visit www.davidhagemann.com for contact information or call David Hagemann at 262-989-2771

Send mail to david@davidhagemann.com with questions or comments about this web site.
Copyright © 2003 Custom Computer Systems
Last modified: October 19, 2007