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    • 4/15/2025
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On this page
  • What Can You Do in the Historian Module?
  • Historian Overview
  • How to create a custom view
  • Quick Actions
  1. User Guides

Historian

Welcome to Historian! Here is where you can customize your data.

What Can You Do in the Historian Module?

  • Generate History Charts Create detailed charts that display the historical data for your key equipment or points across different sites.

  • Select and Group Points Choose specific equipment or points and group them onto charts. You can:

    • Set Chart Types: Choose how you want to display the data.

    • Define Date Ranges: Select the time period for the data you want to see.

    • Create Aggregate Points: Combine existing points into dynamic aggregate points for better analysis.

  • Save and Edit Views Save your chart views as Favorites so you can easily access them later. You can also edit these views at any time.

Historian Overview

You can select from favorite views, custom views, and archived views. Each of these has a name, creator, and last date modified. Select the view button to see the saved data; the drop-down arrow will allow you to add to favorite, archive, and delete the data schematic. WARNING: delete will remove the custom view forever, archives can still be restored.

You can change the custom views to be in list or tile format by selecting the desired format on the top right.

Once viewing the data, by selecting the three dots you can update, copy, add to favorites, archive, delete, show issues, and export the data. You can also change the group, colors, chart type, and toggle between showing the specific data and not by selecting the settings button.

How to create a custom view

  1. Click the create custom view button

  2. Selected your desired portfolio, site, equipment class, or system. Then click the search button

  3. In the box at the bottom of the screen, use the drop down arrow and boxes to select a more specific overview of information.

  4. Once the desired boxes have been checked click the Create View button

  5. You may also select specific dates using the green buttons at the top of the widget.

  6. Charts will be created showcasing the data you selected. Use the settings menu to customize the charts. Select save when the desired changes have been made.

    1. You can change the group, colors, chart type, and toggle between showing the specific data and not.

  7. You can hover over the charts to see the specific value at a given time or date.

  8. If you wish to save the created view, select the three dots and click save. Alternatively, you can export the data into the form of your choice using the export button under the three dots

    1. When saving, you can enter a name for the data, a description, and tags if desired. Name is required. These can also be changed at a later date by selecting update from the three dots while viewing saved views.

WARNING: You can only create a view with 50 or less data points, anything more than that will not compile. A message will appear if you try to compile more than 50 data points.

Quick Actions

  • Create New View: Build a new chart with selected points and settings.

  • Point Selector: Choose the equipment or points for your chart.

  • Date Range: Set the time period for the data you want to display.

  • Chart Settings: Format your chart and create aggregate points.

  • Save or Export: Save your chart view or export data.

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Last updated 21 days ago