---
manual: IM 36K10E10-01EN
title: Excel Add-in Data Analysis and Reporting
edition: 4th Edition, Feb. 2026 (R1.05); content unchanged since the 3rd Edition, Sep. 2023 (R1.03) except one sentence removed in §3 (see §1 below): the revision table lists contact information only
version: R1.05 (first written for R1.03)
status: from docs only — not tested: Microsoft Excel and the add-in are installed neither on the R1.03 test system (checked 2026-10-01) nor on the R1.05 test server (re-check 2026-10-09)
---

# Excel Add-in — DART (R1.05)

DART (Data Analysis and Reporting Tool) is a Microsoft Excel add-in that reads CI Server data into
worksheets for reports and analysis. It connects through CI Portal (web ports 8080 local /
8443 remote) and logs in as a CI Server user, so the user's authorizations limit what it sees.
Section numbers refer to the manual.

## 1. Install (§2)

Admin rights; close Excel; run `Windows\EngineeringTools\ExcelAddIn\ExcelAddInfoForReports_x64.exe`
from the CI Server DVD (SmartScreen: *More info › Run anyway*), accept the licence, *Install*. A
*CI Server* ribbon tab appears. Uninstall: *Programs and Features › CI Server Excel Add-in*.
Remote CI Portal on another machine needs SSL certificates.

## 2. Ribbon functions (§3)

| Group | Command | Gives |
|---|---|---|
| Connections | Connection Manager | Connect (server name/IP; login dialog depends on the `dssana.sup` login method) / disconnect. The R1.03 edition said the box shows `localhost` first and the last server used afterwards; the R1.05 edition dropped that sentence (ISS-166) |
| Item Search | Item Search | Items by name and description filters (`*`, `?`, both filters ANDed); paste vertically or horizontally |
| Current Data | Current Data / Item Attribute Value | Latest value (optional time stamp left or above); description, data type, engineering unit, status, quality, update time (one attribute per call) |
| History Data | Single / Constant Interval / Timestamp Based / Fixed Duration–Fixed Count | Value at a time; values at an interval (optional slope interpolation); values at another item's sample times; all samples in a period or N samples |
| Calculated Data | Aggregation Data | Values of an Aggregation storage group: maximum, minimum, average, standard deviation, counter, integration, differential summation per 30 min, hour, shift, day, week, month, year (only what the group stores; time stamp = start of the period) |
| Refresh Data | Refresh UDF / Refresh Workbook | Re-create the array formula at the cursor (needed when the number of values changes) / recalculate all |
| Others | Settings, About, Help | Number and date formats, interpolation (previous or next value), ports |

Cells hold user-defined array functions, so workbooks refresh themselves (Excel calculation
*Automatic*). Fetch options when no sample exists at a time: *Next*, *Actual* ("No Data"),
*Interpolated* (previous/next per Settings); edge options for periods: *Actual*, *Nearest*,
*Interpolated*.

## 3. Times (§5)

Absolute: `n` now, `t` today 00:00, `y` yesterday, `b` first of the month, weekday names,
`MM/dd/yyyy H:mm:ss`, `dd`, `HH:`, `dd HH:`, `H:mm:ss` (type a leading `'` in a cell). Relative:
`+/-` with `s`, `m`, `h`, `d`, `w`, `M` (months), `y` units, one unit per term (`t+2h`, `y+23h`,
`n-15s`). Intervals for constant-interval history use the same units. A daily report of yesterday:
start `y`, end `y+23h`, interval `1h`.

## 4. Tips and errors (§4, §6, §7)

Keep the number of values per formula constant (fixed start/end relative to `y`) so the workbook
refreshes without *Refresh UDF*; format time cells as text or `H:mm` for charts. The manual's
error list explains connection, login, item and time-format errors.

Known issue (IM 36K01A50): Excel via ODBC cannot write to CI Server R1.03; the add-in (read) is
the supported Excel route.