Exporting to Excel
The Export to Excel function writes the full alarm analysis workbook — including the Tag Data worksheet — to a temporary .xlsx file and opens it directly in Microsoft Excel (or the system default XLSX application).
What the Exported File Contains
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Worksheet
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In-App Viewer
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Exported Excel
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Alarm Summary
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✔ Shown
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✔ Included
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ISA-18.2 KPIs
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✔ Shown
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✔ Included + embedded panel image
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Template Breakdown
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✔ Shown
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✔ Included + column header comments
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Tpl Breakdown — Legend
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✔ Shown
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✔ Included
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Tag Data
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✗ Not shown
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✔ Included
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Template Breakdown Column Header Comments
In the exported Excel file, each computed column header in the Template Breakdown sheet (Critical%, Suppressed%, Score, Rating, and the count columns) has an Excel cell comment (indicated by a small red triangle in the corner of the cell). Hovering over the header cell displays the full ISA-18.2 formula, threshold bands and weighting rationale.
These comments are present in the exported file only — they are suppressed in the in-app viewer because Excel and the Spreadsheet UI Control render comment box dimensions at different DPI scales.
Embedded Rationalization Panel Image
At export time a PNG snapshot of the ISA-18.2 rationalization summary panel is captured from the Control Architect UI and embedded as a floating image in the ISA-18.2 KPIs worksheet, anchored below the structured data rows. This provides a visual management summary that can be copied directly into Word or PowerPoint reports.
NOACTION / NONE Row Highlighting
The Highlight NOACTION / NONE rows setting (configured in Report Options) is applied at export time against the stored report bytes. This means:
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You can change the highlight setting and re-export without regenerating the full report.
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The MongoDB-stored bytes remain unchanged; only the exported file reflects the current setting.
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If highlighting is on, amber-filled rows in Tag Data can be filtered in Excel using Data → Filter → Filter by Color.
How to Export
1. Generate or load a report so a workbook is available in the in-app viewer.
2. Click the Export to Excel button.
3. The file is written to the system temporary folder as AlarmAnalysisReport_{CollectionName}.xlsx.
4. The file opens automatically in Excel.
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Temporary File Location The exported file is written to the Windows %TEMP% folder each time. If you need to retain the file, save a copy to a permanent location from within Excel before closing it.
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Saving the Report to MongoDB
The full workbook (including Tag Data) is automatically saved to MongoDB GridFS each time a report is generated. This stored copy is what is retrieved when you click Load Report in a future session. There is no separate "Save" step required after generation.
The GridFS filename format is: AlarmAnalysisReport_{CollectionName}.xlsx
Only the most recent report for each collection is retained — each generation overwrites the previous.
