ci-server-engineer/knowledge/manuals/IM36K10E10-01EN.md

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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.