in04 - lab 6 - excel addin

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- IN04 -

RSBizWare PlantMetrics Advanced Lab

Lab 6

RSBizWare Excel Add-In

Presenter : Todd SmithRSBizWare PlantMetrics Product Manager



RSTechED 2005 § Rockwell Software 1 of 30

PlantMetrics Advanced Lab 6 RSBizWare

Excel Add-In

Contents

Before you begin.......................................................................................................................2

Tools & prerequisites....................................... .............................. ........................... ................... 2

Overview....................................................................................................................................3

Open a Pre-existing Database ................................ .............................. .......................... ..........4

Examine the BizBikes Example Spreadsheet ......................... .............................. ...................5

Create a new Excel report.......................................................................................................13

Return to the BizBikes Database............................................................................................28

Frequently Asked Questions......................... ............................... ................................ ..........29

Notes........................................................................................................................................30



2 of 30 RSTechED 2005 § Rockwell Software

Before you begin

This lab explores the functionality of the Excel Add-In that ships with RSBizWare. The Add-In is

used to import RSBizWare data into Excel for further manipulation or reporting.

One could argue on one hand that reporting via Excel has no place in an RSBizWare

PlantMetrics application, because it introduces the possibility that a user could alter data taken

from the RSBizWare system. In fact, many PlantMetrics applications replace an in-house

developed Excel-based application that was inaccurate, incomplete, hard to maintain, and hard to

share. In that light, talking about Excel-based reporting may seem like a step backwards.

On the other hand, there may be PlantMetrics users whose needs cannot easily be satisfied by

the RSBizWare reporting engine. They may have a need for very complex reports that are

difficult to author in a database environment, or they may need to take the data that PlantMetrics

provides and manipulate it in another way. For that kind of user, the Excel Add-In may be just the

tool they need.

In this lab you will examine the example Excel Add-In that ships with the BizBikes application on

the RSBizWare CD, as well as create a new report using the Excel Add-In.

Tools & prerequisites

This lab assumes the lab computer has the following software installed and properly configured:

§ Microsoft Windows 2003 Server Standard Edition

§ Microsoft Internet Explorer 6.0 (SP1 or higher)

§ Microsoft SQL Server 2000 Standard Edition (SP3a or higher)

§ RSBizWare 8.0

§ FactoryTalk version 2.0.10

§ The BizBikes RSView32 project, RSSql configuration, and BizBikes database from the

RSBizWare 8.0 CD restored according to the provided instructions

§ RSView32 7.2

§ Microsoft Office XP or 2003 (with FrontPage – optional)

§ Activation licenses for appropriate software

§ An alternate BizBikes database called BizBikes2 that contains example data




Overview

This lab contains instructions on how to create reports in Excel that use data from an RSBizWare

PlantMetrics database.

This lab you will:

§ Restore an RSBizWare database that contains some pre-collected data. There is not enough

time in the lab to collect data that will illustrate the changes you are making.

§ Examine the example Excel report that is included with the BizBikes application to see how it

was constructed using the Excel Add-In.

§ Create a new Excel spreadsheet that will integrate data taken from the BizBikes PlantMetrics

application with other data into a report.




Open a Pre-existing Database

Because this lab exercise is so short in duration, there is not enough time to collect data that

would span multiple days to illustrate the report that is created. So, there is a second BizBikes

database on your machine that contains several days of PlantMetrics data. The first step is to

point all of the RSBizWare services at that database. A System DSN called BizBikes2DSN has

been created for the database, which is called BizBikes2.

1. Launch the RSBizWare Enterprise Manager from the Start menu by selecting Programs >

Rockwell Software > RSBizWare > RSBizWare Enterprise Manager .

2. Select the Server Manager entry in the tree.

3. If prompted , login using the default administrator account:

User: admin

Password admin2

Click Login.

4. Expand the Servers entry on the tree and click the Production Server .

5. On the right side of the dialog box, select BizBikes2DSN from the Data Sources list. Enter

BizBikesUser2 for the Database User ID and bizbikesuser2 for the Database Password.

Click Test Connection and make sure it is successful.

6. Click the Advanced button and enter C:\BizBikes2\html\ into the HTML Root field. Changethe Max Records to Return value to 10000. This sets the maximum limit for the number of

records to be returned by any report, and can be set higher if required. Click Apply to make

the change and restart the server, and click Yes to the confirmation message. Click OK on

the dialog box that warns you not to not interrupt the restart.

7. Expand the Production Server item and select the PlantMetrics Server in the tree.

8. On the right side of the dialog box, select BizBikes2DSN from the Data Sources list. Enter

BizBikesUser2 for the Database User ID and bizbikesuser2 for the Database Password.

Click Test Connection and make sure it is successful. Click Apply to make the change and

restart the server. Click Yes on the confirmation dialog box.

9. Exit the RSBizWare Enterprise Manager at this point. The RSBizWare services are now

using the BizBikes2 database, which contains five days of BizBikes data.

Warning: Do not attempt to start RSSql data collection at any time during this lab. There is no

RSSql configuration associated with the BizBikes2 database.




Examine the BizBikes Example Spreadsheet

There is an example spreadsheet included in the BizBikes application which illustrates the use of

the RSBizWare Excel Add-In.

1. Double-click the file C:\BizBikes\Excel\Example Report.xls to launch Excel and open the

report.

2. Select the Week Summary sheet in the workbook.

3. In the toolbar area you will see an RSBizWare Reporting toolbar. This is automatically

installed on the computer when RSBizWare is installed. Click the Connection Properties to

the RSBizWare Server button ( ) on the left side of the toolbar.

4. Enter the name of the local computer (the computer on which the RSBizWare Production

Server is running), or the word localhost, which is a key word for the local machine. Click

OK.

5. Refresh the data on the spreadsheet with the new data from the RSBizWare database to

which you just attached. To do this, enter the dates 4/19/2005 and 4/22/2005 into cells B1

and B2 and click the Select reports to retrieve current data button ( ).




6. Select the Refresh All Reports check box and click Update to retrieve the current data.

Each of the sheets that make up the report will be refreshed.

7. Return to the Week Summary sheet in the workbook where you should see new data for the

period 4/19/2005 through 4/22/2005. This report would be very difficult to construct using the

RSBizWare reporting environment, which is why it is a good candidate for the Excel Add-In.

It combines data from two report data sources – Workcell History and Event History – and

also pivots that data so that it is in columns by workcell. Finally, it does some calculations on

the resulting numbers.




8. If you select cell B7, you will see that the value in that cell is taken from cell H2 on the Cut

sheet. Click the Cut sheet and look at the data. There is one row of data containing most of

the Workcell History data values summed over the timeframe you defined for the report. Cell

H2 contains the good part count summed over that period. Cells B8, B11, B12 and B19 also

contain data from that sheet, and cell B18 is a calculation on two numbers on that sheet.




9. Select cell B14 and you will see its data is taken from the CutStby sheet, which contains one

line of data summing all the time the Cut workcell has spent in Standby events between the

beginning and ending dates of the report. If you look at cells B15 and B16, you will see

similar data for Operation events and Downtime events.




10. So the Weekly Summary sheet is just a collection of data that comes from other sheets in the

workbook, and the data in those sheets comes from the RSBizWare PlantMetrics database.

To see how those sheets are populated, click the sheet called RSBizWareSetup. This sheet

contains all the report parameter information necessary to populate multiple sheets of the

workbook with data from an RSBizWare database.

11. To see how one of these queries is constructed, select column B on the spreadsheet and

click the Edit Selected Report Parameters button ( ) on the RSBizWare toolbar.




12. This dialog box defines the data to be written to the Cut sheet in the workbook. The Report

Parameters are defined by the report data source, report object, and filter. The Time Range

is optional and has fewer options than the Time Selection toolbar in an RSBizWare report.

Each report defined this way should go to a separate sheet in the workbook, and within that

sheet you can specify the starting cell for the report. Click Cancel to close the dialog box.

13. Run the RSBizWare Production Client from the Windows Start menu by selecting Programs

> Rockwell Software > RSBizWare > RSBizWare Production Client.




14. Create a new report by selecting File > New Report and insert an existing report object by

selecting Insert > Existing RSBizWare Report Object. Click Yes to confirm the authoring

information.

15. Specify the same report data source, report object, and filter as on the dialog box in Step 12

and click OK.

16. Double-click the report object, select the Time Range button ( ), and specify the time

range shown in the dialog box in Step 12, and click the Refresh button ( ) to refresh the

report. Compare the output to the contents of the Cut sheet in the Excel workbook to the

report object. They should be identical.

The report objects and filters used by the Excel Add-In must be created by using the

authoring capabilities of the RSBizWare Production Client. Once created, all the grid reports

are accessible to the Excel Add-In.

Note: The Excel Add-In cannot use chart reports.




17. Return to Excel and to the RSBizWareSetup sheet in the workbook. Select cell B15, which

contains the Start Date of the time range used in the report. Note that the value in this cell is

taken from cell B1 on the Week Summary worksheet, so when you changed those dates in

Step 5, the value in this cell (B15) was also updated with the new dates, which in turn

changed the query parameters of the report defined in column B. If you look at all the entries

in rows 15-18, you will see they are all configured to take their values from the WeekSummary worksheet.

Note: If you set up the Report Parameters to take a value from another cell like this, the

indirect reference will be lost each time you edit the Report Parameters and save the

changes. So if you change any report parameters, you will have to re-establish the indirect

reference.




Create a new Excel report

Now that you have seen how an existing spreadsheet uses the RSBizWare Excel Add-In, you are

going to create a new report that uses data from the RSBizWare database. Hopefully this

exercise will make you more comfortable with how to construct a report that incorporates

PlantMetrics data.

1. Launch Excel from the Windows Start menu by selecting Programs > Microsoft Office >

Microsoft Office Excel 2003. Open the spreadsheet called IN04 Lab6.xls which is located

on the Desktop in a folder corresponding to the number of this lab (IN04\IN04 Lab6.xls or

something similar).

2. The workbook should look like the one below. It shows daily production targets for the five

workcells over six days. The numbers in each of the Target rows is the total output that each

of the workcells is supposed to produce on a specific day. This data could have come from

anywhere (such as another database) or could even have been entered by hand.




What you want to add to this report is the data in the Actual rows, which you will get from the

RSBizWare database. The calculations for % of Target and totals are already in the

spreadsheet, so as soon as you f ill in the Actual lines, they will be calculated.

This would be a difficult report to create in PlantMetrics, because there is nothing in the data

model equivalent to a Target production count. There is Ideal Capacity, which represents the

production count under ideal conditions, but a Target production count would no doubt becloser to historical actual production counts.

One could incorporate Target production counts into the RSBizWare reporting structure, but it

would involve creating a table in the database to contain Target production counts (or

referencing an existing external table), creating a database view that joined PlantMetrics

Workcell History data with the Target production count data, and creating an RSBizWare

report data source of the resulting view that could be used for RSBizWare reporting.

To populate this report, you first have to create a PlantMetrics report that will provide the data

that you need. Three fields are needed:

§ Workcell Description

§ Date

§ Total of Good Parts for the date

Finally, the report needs to get its date range from the Actual vs Target worksheet.

3. Return to the RSBizWare Production Client, create a new report by selecting File > New

Report, and insert a new text report object by selecting Insert > Text Report. Click Yes to

the authoring prompt.

4. On the wizard, click Next until you get to the Report Data Source and Fields dialog box.

Select PlantMetrics Workcell History from Report Data Source list. Then select the 3 fields

shown below. Click Next.




5. You want only one line in the report for each workcell for each day, so select the Workcell

Description and Start Time fields and move them to the Grouped fields list. Then select

Start Time and click Grouping Interval.

6. Select mm/dd/yyyy as the grouping interval format. That will give you one record for each

day. Click OK. Click Next.




7. Select the SUM checkbox for the Good Parts field to display a total value for that field for

every day and every workcell. Click the Summary Only option. Click Next.

8. Click Next on the Format Style dialog box (styles are not used by the Excel Add-In). Name

the report object Total by Day. Click Next.

9. Select Cut Workcell from the Filter list. This filter selects records from the Cut workcell only.

Click Next and Finish to finish the Report Wizard.

10. Before viewing the new report, you must associate the report object with the Cut Workcell

filter. So right-click the report object and select Properties.




11. On the Report Object Properties dialog box, select the Runtime Settings tab and select Cut

Workcell from the Default Filter list. Then click OK to save the settings and return to the

report.

12. Double-click the report object, select the All Times button ( ) from the Time Selection

toolbar, and click the Refresh button ( ). Your report should look like this.

13. Right-click the report object and select Properties. Select the Runtime Settings tab and

select the Filter check box. Click OK. Now you can change the filter selection to see data

from other workcells.

14. Select File > Save Report to save the report and name it Total by Day.




15. Return to Excel. Click the Connection Properties to the RSBizWare Server button ( )

on the RSBizWare toolbar and enter localhost as the host name. A new sheet called

RSBizWareSetup should appear in the workbook.

16. On the RSBizWareSetup sheet, click somewhere in column B and make sure Grid Data is

selected in the Report Type list. Click the Create new Report Parameters button ( ) in

the RSBizWare toolbar.




17. On this dialog box you will provide all the parameters needed to run the report you just

created and store the results in Excel. Choose the same report data source, report object

and filter that you used with the Total by Day report.

Check the Use Time Range checkbox, but don’t specify a value for Start Date or End Date.

Those will be set in the worksheet using Excel. Specify an output sheet named Cut (whichwill be created) in the Target Sheet box. Click Save and OK to the acknowledgement.




18. The resulting Cut worksheet will be blank because there is no data in the database for the

time period specified. Return to the RSBizWareSetup sheet, click cell B15, which is the Start

Date for the report just created, and type this into the cell:

=MIN('Actual vs Target'!A4:A13)

If you know Excel, you also know that everything between the parentheses in this expression

can be entered automatically if you switch to the Actual vs Target worksheet and select the

cells between A4 and A13. Press Return and the value 4/19/2005 should appear in cell B15.

That expression will select the smallest date between cells A4 and A13 on the Actual vs

Target sheet. That means you can change the dates used in the Actual vs Target sheet and

the query to the RSBizWare database will automatically change with it.

Type the following into cell B17, which is the End Date for the report defined by column B:

=MAX('Actual vs Target'!A4:A13)

The value 4/22/2005 should appear in the cell. This expression will select the latest date

from the Actual vs Target worksheet.

Now enter 23:59:59 into cell B18, which is the Time End for the report query.

19. Click the Select reports to retrieve current data button ( ) on the RSBizWare toolbar to

re-query for data.




20. Select the Cut report (really the worksheet name) from the Report Name list and click

Update.

21. The data that now appears in the Cut worksheet should be identical to the Total by Day

report that you saved using the RSBizWare Production Client. Check to make sure that it is.

22. Next, you must incorporate this data into the Actual vs. Target sheet. Select the Actual vs

Target sheet. Select cell C5 and type in the following:

=Cut!C2

This will populate cell C5 with the total good part count from 4/19/2005 on the Cut worksheet.




23. Enter the following expressions into the rest of the Actual cells in column C:

§ Cell C8: =Cut!C3

§ Cell C11: =Cut!C4

§ Cell C14: =Cut!C5

Column B on the sheet should now be completed.




24. Repeat Steps 16 through 23 and create Report Parameters for the Bend workcell in column

C of the RSBizWareSetup worksheet, and link the resulting data to the appropriate cells on

the Actual vs. Target spreadsheet. When you are finished, the Actual vs. Target worksheet

should look like this:




25. Repeat Steps 15-0 and follow the same process to import data for the three remaining

workcells (Machine, Weld, and Finish). When finished, the Actual vs Target worksheet

should look like this:

Save the workbook file. All the RSBizWare report properties content is also saved. This

spreadsheet can be reused over and over again with different dates. Correct operation of the

calculations is based on several assumptions:

§ The dates on the Actual vs Target spreadsheet are sorted in chronological order.

§ The dates on the Actual vs Target spreadsheet are consecutive.

§ If dates are missing from the Actual vs Target spreadsheet, no production was done on

the missing dates.

§ All workcells produced product on the same days.

In this lab you did not explore some of the more advanced features of Excel, but it is possible

to use some of those features to change or eliminate some of the above assumptions.

Hopefully it is evident how you might use this same method to produce a report that showed

Actual vs Target by shift, by week, or by month.




26. For the final step of the lab, create an Excel chart with the data from the Actual vs Target

sheet. You will plot the total Actual part count vs the total Target part count by workcell.

Select the three rows shown below and click the Excel Chart Wizard button ( ).

27. Keep the default Column chart type and the Clustered Column chart sub-type and click Next.

28. Keep the default Series in Row value and click Next.




29. Type Total Actual vs Target 4/19-4/22 for the Chart title, Workcell for the Category (X) axis,

and Good Production Count for the Value (Y) axis. Click Next.

30. Click Finish to make the chart part of the Actual vs Target worksheet and complete the chart.




31. Resize or move the chart as you see fit. Save your final worksheet.




Return to the BizBikes Database

If you are going to continue with another lab, you should return the standard BizBikes database

on which most of the labs are based. Remember, for this lab you connected to a database that

was pre-loaded with some data.

1. Run the RSBizWare Enterprise Manager from the Windows Start menu by selecting

Programs > Rockwell Software > RSBizWare > RSBizWare Enterprise Manager .

2. Select the Server Manager entry in the tree, expand the Servers tree item, and select the

Production Server .

3. On the right side of the dialog box, select BizBikesDSN from the Data Sources list. Enter

BizBikesUser for the Database User ID and bizbikesuser for the Database Password. Click

Test Connection and make sure it is successful.

4. Click the Advanced button and enter C:\BizBikes\html\ into the HTML Root box. Change

the Max Records to Return value to 1000. Click Apply to make the change and restart the

server, and click Yes to the confirmation message. Click OK on the dialog box that warns

you not to not interrupt the restart.

5. Select the PlantMetrics Server item in the tree.

6. On the right side of the dialog box, select BizBikesDSN from the Data Sources list. Enter

BizBikesUser for the Database User ID and bizbikesuser for the Database Password. Click

Test Connection and make sure it is successful. Click Apply to make the change and

restart the server. Click Yes on the confirmation dialog box.

7. Exit the RSBizWare Enterprise Manager. The RSBizWare services are now using the

standard BizBikes database again.




Frequently Asked Questions

Q: When and how is the Excel Add-In installed?

A: The Excel Add-In is automatically installed and registered whenever the RSBizWare

Production Client is installed. The default location for the Add-In is C:\Program files\Rockwell

Software\RSBizWare\RSBizWareExcelAddIn.dll. The RSBizWare toolbar is installed when

Excel is next run. You must launch Excel to install the toolbar; if you just launch an existing

Excel spreadsheet, the toolbar will not install.

Q: Can you insert RSBizWare Objects into an Excel spreadsheet?

A: No. RSBizWare ActiveX controls are only supported in Internet Explorer, RSView32,

RSViewSE, RSBizWare Production Client, FrontPage and Visual Basic. Excel, Word, andother Office products are not supported.

Q: Can an Excel spreadsheet with RSBizWare content be shared with other users via

RSBizWare Quick Web?

A: There is not a straightforward way to do this. The Microsoft Office Web Components for

spreadsheets will not work with the Excel Add-In, so you cannot drop an interactive

spreadsheet onto a Web page and have it query the RSBizWare database. You could create

a Web page that imports an existing spreadsheet (via CSV), but that would have to be

manually updated every time the spreadsheet changed. If you figure out a better way, let

your instructor know and you may get a nice gift!



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