TUTORIAL & USER GUIDE

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1 DataView Reporting and Templates TUTORIAL & USER GUIDE DataView for Windows 7/VISTA/XP 2012 Chauvin Arnoux, Inc. d.b.a. AEMC Instruments v1 02/12 1

2 Table of Contents Introduction... 3 CHAPTER 1: Using DataView Starting DataView Getting On-Line Help Exiting DataView... 4 CHAPTER 2: Using DataView, an Overview... 5 CHAPTER 3: Main DataView Report Window Title Bar Scroll Bars Status Bar Tabs Bar Tool Bar... 7 CHAPTER 4: File Storage and Retrieval Saving Reports Opening Reports... 9 CHAPTER 5: DataView Object Frames Creating and Placing Frames Creating a Text Frame Selecting a Frame Frame Properties Dialog Box Cutting, Copying, and Pasting Frames Moving a Frame to Another Worksheet Copying a Frame to Another Worksheet Locking a Frame in Place Unlocking a Locked Frame CHAPTER 6: Session Summary Session Summary Frame Session Properties Window CHAPTER 7: Displaying Stored Measurements Creating a Graph Frame CHAPTER 8: Linked Frames Creating a Linked Frame Waveform Analysis Frames Graph Legend Frame Channel Graph Frame Meter Frame Trend Summary List Frame Channel Information Frame Channel List Frame Bar Chart Meter Photo CHAPTER 9: Graph Zooming Zoom To Selection Zoom Previous Zoom All Zoom In Zoom Out CHAPTER 10: Graph Panning Step Left Step Right Pan Left Pan Right Pan To Start Pan To End CHAPTER 11: Templates Attach Template when Opening a Database Attach Database when Opening a Template Create Report from Template Dialog Box Creating and Modifying a Template CHAPTER 12: Worksheet Layout and Printing Adding a Worksheet to the Report Removing a Worksheet from the Report Renaming Worksheet Changing the order of Worksheets Changing the Worksheet Layout Printing Operations Print Preview Printing the entire Report Printing a Worksheet

3 DataView Installation Guide and Tutorial Introduction The DataView Software provides acquisition and analysis of data from Chauvin Arnoux AEMC line of equipment. Control of supported test and measurement equipment is done through a specific control panel. It also Specifically, DataView provides the user with the following functions: Playback/download data from the instrument. Display and analyze measurement data. Generate reports for viewing and printing of measurement data. Template creation/modification for simplifying and customizing analysis and reporting of measurement data (available in full version). Control panel: Communicate with the instrument Configure the instrument. Display real-time data from the instrument Transfer downloaded data to DataView or to a spreadsheet CHAPTER 1: Using DataView This document assumes that DataView is already installed on your computer. If DataView has not been installed, refer to the installation instructions. Once DataView has been installed; return here for instructions on its use. 1.1 Starting DataView Start the DataView program by selecting its shortcut from the Start Menu. The DataView program will display the About dialog box. This dialog box (also referred to as the Splash Screen) displays the copyright notice and the version of DataView. After a brief moment, it will disappear and the DataView main window and menu will be displayed with the Quick Start dialog box. The DataView screen and Quick Start dialog box are shown in Figure 1. Figure 1 Note that, at any time, you can receive context sensitive help from DataView by pressing the F1 function key. Many dialog boxes also have a Help button, however not all do. In either case, you can get help by pressing the F1 function key even if a Help button is not available. The DataView Quick Start dialog box provides a quick way of performing common tasks within DataView. Once you become familiar with the operation of DataView, you may decide to turn off the Quick Start dialog box. The DataView Quick Start dialog box contains the following options: Instrument: The Instrument box of the Quick Start contains three buttons: Configure Instrument, Real-time Display and Download Data. All of these buttons link directly to the instrument control panels. Selecting one of these buttons triggers a prompt for the type of instrument being 3

4 connected allowing DataView to open the relevant Instrument Control Panel. The Control Panel is also accessible using the Control Panel option on the Instrument menu. Open Data File: Allows the user to load any existing DataView database file(.dvb) into an existing template. This command is also accessible using the Open command on the File menu. Open Existing Report: This box allows users to quickly open previously created DataView Reports (.dvw) and recently used DataView databases (.dvb). When a file is selected from this list it will automatically open, if it is a database it will first prompt the proper template to use. Check for DataView Updates: This button opens the internet browser to see if a new version of DataView is available online. Note: Selection of an item (button, list entry, etc.) is accomplished by positioning the mouse pointer over the desired item, then clicking the left mouse button. The DataView application window contains the following items: Title bar: Located at the very top of the DataView window. In Figure 1 it contains the text DataView. The title bar indicates the name of the active Report document (if any). If you re following along, DataView - [DataView1] will be displayed in your title bar. This is the default name of a new sheet. Once the report is saved, the name in brackets will be updated to reflect the name you save the report as. Menu bar: Located just under the title bar. The menu bar contains all of the menu options available in DataView. Depending on the document type and selected frame, certain menu options may or may not be available (grayed). Tool bar: Located just under the menu bar. The tool bar contains icons for selected tools and single button operations. As with menu options, various tool bar selections will be available for use depending on the active document and selected frame. Status bar: Located at the very bottom of the DataView window. The status bar indicates information about menu options and the operational state of DataView. The left side of the status bar displays a one-line prompt about highlighted menu options. In the above example, since no menu option is highlighted, it informs you that pressing the F1 function key will display the on-line help. On the right side of the status bar are four panes. The first pane indicates the current worksheets and number of worksheets in the report. The last three panes indicate the state of the Caps lock, Num lock and Scroll lock keys. The remainder of the DataView screen contains any open document reports. Each open report has vertical and horizontal scroll bars available for scrolling. Each of the menu and tool bar options will be explained in detail later in this document, in the appropriate section. 1.2 Getting On-Line Help DataView contains an extensive, context sensitive on-line help system. Pressing the F1 function key will display the help worksheet associated with a selected item. To get help information about a menu option, highlight the option and press the F1 function key. For example, click on the File menu then move the mouse pointer over the Quick Start menu option, then press the F1 function key. The help page associated with the Quick Start menu option will be displayed. Many dialog boxes have a Help button. Selecting the Help button will display the help page associated with the dialog box. Pressing the F1 function key, while a dialog box is displayed, will display help about that dialog box, just as pressing the Help button does. This is also the case for dialog boxes that do not have a Help button. Additionally, help about a specific dialog item can be displayed by positioning the mouse pointer over the desired item (button or list box) and pressing the right mouse button. A popup help window will display help specific to the associated help item. Under some circumstances a popup menu will be displayed instead of the help text. This happens with dialog items, such as edit boxes, that allow cut and paste operation. NOTE: Not all items have an associated help popup. You can also invoke the help system by selecting one of the options from the Help menu. Selecting the Contents option displays the table of contents for the DataView help files. Selecting the How To option displays the Main DataView Index help page, which is the jumping off point for additional DataView topics. 1.3 Exiting DataView You can exit the DataView program by selecting Exit from the File menu. If any of the loaded files have been modified since they were last saved, you will be presented with the following dialog box: Figure 2 In this example, the name of the modified report is Trend REC1. When displayed, the name in this dialog box will be replaced with the name of the report you modified. Selecting Yes will save the specified report. Selecting No will continue with the exit process and not save the specified report. Selecting Cancel will stop the exit process and return to normal program operation. 4

5 CHAPTER 2: Using DataView, an Overview DataView allows the user to analyze and display recorded data, while the instrument control panel controls, configures and downloads data from the instruments. Connection, usage and downloading of data with the instruments is dealt with in their relevant user manuals and tutorial files. DataView can access raw recorded data from instruments two ways it can load dvb files to use or it can have data sent to a report by selecting Create DataView Report from the instrument control panel. Much of what is discussed in this section is available in greater detail later on in this document. This Section is designed to give a brief tutorial on how to use DataView and its capabilities. When test data is sent to DataView using Create DataView Report a new report is automatically created in DataView. For some models such as the PowerPad the data will automatically be put in the default template which only displays sheets pertaining to the type of test that was run. For other models such as the Micro-Ohmmeter the user will have to select the template based on what type of test was run. (Refer to 11.3) Once this is done a standard report will open displaying data and graphs from the test. Initially this is the default template but the user has the ability to customize the report once it is opened and has the option of saving the new form as a new template or as the default template. While it is possible to create a template or report from scratch in DataView it is easier and faster to use or modify the included templates. (Refer to 11) The report can be saved at any time using the Save function, it will be stored as a.dvw file, but if you want to use the modified layout of this report for other tests it is necessary to save the template using Save As Template from the File menu, this will save it as a.dvt file. (Refer to 4.1) Note: When using Save As Template the date in the report will not be retained only the formatting; that way if you use the template on a new set of data from the same type of test the resulting report will have the same layout as the previous but with the new data inserted. If the user desires to retain the original data in the report it is necessary to save it as a.dvw as well. (Refer to 11.4) Once the report has been created it is possible to move between the worksheets using the tabs on the bottom of the screen. The first worksheet in the report is always the Cover Sheet which displays information pertaining to the instrument, the test run and the user. The top box on the worksheet is automatically filled in with test and instrument information that is attached to the test data. The Operator and Test Site boxes can be filled by selecting Edit Session Properties from the Edit menu. This allows you to easily enter the information for those boxes. Editing the information that is displayed in any of these, or any text boxes, and to add Comments can be done by double clicking on the boxes. This opens up a window that allows the user to edit what is shown in each box. (Refer to 6) Frames are any boxes within the report that display text, data, graphs or images. When the report is first created all the frames are locked, this prevents them from being resized, deleted, moved and otherwise edited. Therefore to make changes to a frame it need to be unlocked; this is done by right clicking on the frame and selecting Unlock Frame. (Refer to 5.9) Looking at the Frame menu from the taskbar there a multitude of options to display and manipulate different type s data. To create new fames select New Frame or choose from the choices displayed below on the menu, the frames allow graphs, text boxes and other objects to be placed on the worksheet. Once a frame has been selected left click and drag it over the area of the worksheet you want the frame to appear, it can be moved and resized later. After placing the frame a window will appear prompting the data type or object to put in the frame. In the Frame dropdown there are options to choose from which allow the placement of arrows, lines and boxes. (Refer to 5 & 7.1) Linked Frames are frames that allow additional data to displayed pertaining to a graph frame, such as waveforms and harmonics. Before clicking Link Frame, in the Frame menu, the graph which the linked frame will be based off must be selected, by clicking on it. Once Link Frame is clicked there will be a prompted to select the type of linked frame to be created. Once this is chosen it is possible to place the frame by clicking and dragging it over there area it will be displayed on the worksheet. Following the placement of the Linked Frame a window will appear allowing the user to select the data for this frame. (Refer to 6) It is possible to add and delete worksheets from a report allowing the user to customize the length of the report removing or adding data. To add a worksheet select Add Worksheet from the Edit menu and you will be able to select the position of the new worksheet in the report. To remove a worksheet select Delete Worksheet from the Edit menu and you will be prompted to select which worksheet to delete with your current one initially selected. (Refer to ) The graphs have zooming and panning functions allowing the user to enlarge portions of the graph and scroll through them. The functions are accessed through their buttons on the toolbar or the Zoom menu. (Refer to 9 & 10) 5

6 CHAPTER 3: Main DataView Report Window The major function of DataView is the analysis and display of recorded data; this capability is provided in the main DataView window shown. This is also the point from which the Control Panel is opened and you are returned to when the Control Panel is closed. DataView uses a desktop publishing approach to the display of information. The report defines the type and placement of frames on the printed page. This is a very important point and deserves restating. All report objects (graphs, tabular summaries, text boxes, etc.) are displayed and contained within frames placed on the page. We will discuss this in more detail in the remainder of this document. Worksheets are displayed by DataView using a, What You See Is What You Get (WYSIWYG) format. You scroll through the displayed worksheets using the horizontal and vertical scroll bars. If the displayed worksheet can fit entirely within the DataView window, the scroll bars are not displayed. If the DataView window is too narrow to display a worksheet, then the horizontal scroll bar is displayed. If the DataView window is not tall enough to display the worksheet or worksheets, then the vertical scroll bar is displayed. The horizontal scroll bar is used to scroll left and right over the worksheet. The vertical scroll bar is used to scroll up and down over the worksheets. Display a blank worksheet by selecting the New command from the file menu. Figure 3 illustrates DataView with a blank worksheet shown in layout mode. Figure 3 Worksheets are displayed in white a dotted line is drawn on each worksheet indicating the location of margins. If you prefer, the borders around the margins can be turned off by selecting the Draft display mode. This is accomplished by selecting the Draft option from the View menu. Figure 4 illustrates the display of a blank worksheet in Draft mode. Figure 4 In either case, the drawing or placement area for frames is within these margins. Frames cannot be placed, moved or resized outside the margins of the worksheet. 6

7 3.1 Title Bar The title bar is located along the top of the DataView application window and contains the name of the application and active report. To move the window, drag the title bar. Note: You can also move dialog boxes by dragging their title bars. A title bar may contain the following elements: Application Control-menu button View Control-menu button Name of the application Name of the active report Minimize button Maximize button Restore button Close (Exit) application button 3.2 Scroll Bars Scroll bars are displayed at the right and bottom edges of the report window, the scroll boxes inside the scroll bars indicate your vertical and horizontal location in the report. You can use the mouse to scroll through the displayed worksheets using the horizontal and vertical scroll bars. If the displayed worksheet can fit entirely within the DataView window, the scroll bars are not displayed. If the DataView window is too narrow to display a worksheet, then the horizontal scroll bar is displayed. If the DataView window is not tall enough to display the worksheet or worksheets, then the vertical scroll bar is displayed. The horizontal scroll bar is used to scroll left and right over the worksheet. The vertical scroll bar is used to scroll up and down over the worksheets. 3.3 Status Bar The Status bar is located at the very bottom of the DataView window and is shown below: To display or hide the status bar, use the Status Bar command in the View menu. The status bar indicates information about various menu options and the program s operational state. On the left side of the status bar, a one line prompt about highlighted menu options is displayed. If no menu option is highlighted, it informs you that pressing the F1 function key will display the on-line help. On the right side of the status bar are four panes. The first pane indicates the current worksheet and number of worksheets in the report. The last three panes indicate the state of the Caps lock, Num lock and Scroll lock keys. 3.4 Tabs Bar The Tabs bar is located right above the status bar at the bottom of the DataView window and is shown below: The tabs bar shows all the worksheets in the current report and allows the user to move between worksheets by left clicking the mouse on their tabs. If there are more worksheets then there is space for tabs then the arrows can be used to scroll the list of tabs. 3.5 Tool Bar The toolbar is displayed across the top of the application window and below the menu bar, a portion of which is shown below: The toolbar provides quick mouse access to many tools and commands used in DataView. Items on the toolbar fall into two categories: tools and buttons. A tool changes the mouse pointer to a corresponding DataView tool and requires additional user action. A button performs the desired command operation when the button is pressed (no other action is required). It is possible to hide or display the advanced or basic Toolbar by looking under Toolbar from the View menu. The advanced toolbar is shown above and the basic toolbar just removes many of the zoom, pan and frame buttons from the toolbar. 7

8 CHAPTER 4: File Storage and Retrieval Reports can be made permanent by saving them to disk. This is accomplished using the Save and Save As commands. These modified versions can be reloaded into DataView using the Open command. When saving files in DataView you should always use the default extensions. This can be ensured by not specifying an extension and allowing DataView to add the default for the selected file type. Otherwise, specify the extension DVW for reports, DVT for templates, DVB for databases and DVL for real-time layouts. 4.1 Saving Reports The Save command will save the active report to its current name and directory. When you save a report for the first time, DataView displays the Save As dialog box so you can name the report. The Save As command allows you to save an already named report under a new name and/or to a different directory. The following procedure describes the process of saving the report we created, thus far. 1. Select the Save command from the File menu. 2. A default name will be specified in the File name field. You can either accept this name or replace it with a new name. You don t have to specify a file extension of dvw, it will be added automatically. For this example default file name is replaced with TestView. 3. Once the directory and file name has been specified, select the Save button. The report will be saved under the specified file name. \ Figure 5 The period character is used to segment a file path name between the name and extension. As long as you don t use periods in file names, DataView will add the default extension. The name the report was just saved under will be displayed in the title bar. If you saved the report under the name TestView, your title bar should read DataView [TestView.dvw] Now that the report has a name assigned to it, that name will be used when the Save command is issued. You can test this by selecting the Save command from the File menu. Notice that the Save As dialog box is not displayed. The report is saved (overwriting) to the existing file, previously named. You can save an already named report using the Save As command. Issuing this command displays the Save As dialog box, allowing you to specify a new name and/or directory for the report. Once saved under a new name, the report assumes that name. Subsequent Save commands will save the report under the name last given in a Save As dialog box. 8

9 4.2 Opening Reports Reports previously saved can be loaded into DataView using the Open command. The following procedure describes the process of opening the report just saved. Before proceeding, close any open reports. This is accomplished by selecting the Close option in the File menu. 1. Select the Open > Open Report command from the File menu. The Open dialog box will be displayed. 2. Next, select the file you previously saved or type its name into the File name field. 3. Next, select the Open button, at which point the specified report will be loaded and displayed. Figure 6 Throughout the remainder of this tutorial, you can use the file Save, Save As and Open commands to save and restore the state of a report. This will allow you to stop and resume at any point within the tutorial. Note: If you have multiple instruments, the reports will be saved or open from the instruments instrument folder. 9

10 CHAPTER 5: DataView Object Frames As mentioned previously, frames are rectangular boxes in which graphical objects, such as lines, text and graphs are drawn. The display of an object on a worksheet is accomplished by creating a frame for a specific object type, into which the object will be drawn. All objects displayed by DataView are contained within frames. Once a frame is created, it can be moved, resized, cut, copied and pasted on the worksheet. In addition, its associated object properties can be modified. 5.1 Creating and Placing Frames Display objects are placed on the worksheet using a frame creation tool. The type of frame created depends on the tool selected from the toolbar. The following is a list of available toolbar tools and the type of frame they create: Graph tool: Creates a waveform or trend frame (depending on the data specified). Place TOC tool: Creates a table of contents frame Link Frame tool: Creates a new frame linked to the currently selected frame. Text tool: Creates a text frame. OLE tool: Creates an OLE (Object Linking and Embedding) frame. Word OLE tool: Creates a MS Word text frame. Arrow tool: Creates an arrow frame. Line tool: Creates a line frame. Box tool: Creates a box frame. Each of these frame creation tools creates a specific type of frame. In addition to these tools, the generic Create Frame tool can be used to create any of the previous types, or one that is not covered by any of the specific tools. The generic frame tool will ask you to specify the type of frame via a dialog box. The specific tools operate in the same manner, except you are not asked to specify the type of frame (it is implied by the specific tool). Before proceeding, close the Control Panel, if open, then create a blank report by selecting New from the File menu. 5.2 Creating a Text Frame Perform the following steps to create a text frame. 1. Left-click the mouse pointer on the Place Text tool. The mouse pointer will become this tool while it is within the margins of the worksheet. 2. Move the frame tool to the location on the worksheet where the upper left corner of the frame is to be placed. 3. Click and hold the left mouse button. 4. Drag the mouse to the location on the worksheet where the lower right corner of the frame is to be located. As you move the mouse pointer, a dotted box is displayed. This dotted box shows the size and location of the frame being created. 5. Release the mouse button. The properties dialog box for the frame will be displayed. 6. Type the text Sample Text Box into the edit field of this dialog box. 7. Enable word wrap for the text box text by placing a check next to the Enable word wrap check box. When enabled, the specified text will be drawn so that it does not extend beyond the right side of the frame. A new line will be started if a word to be displayed will extend beyond the right side of the frame. If word wrap is not enabled, the specified text will be drawn on a single line. 8. You can also have the frame grow with the text by placing a check in the Grow frame with text option. When the Enable word wrap and Grow frame with text options are both checked, the width of the frame is maintained and the height is adjusted to fit the displayed text. If the Enable word wrap option is disabled and the Grow frame with text is enabled, the width and height of the frame will be adjusted to meet the requirements of the displayed text. 9. Specify if a box is to be drawn around the frame. Placing a check next to the Draw box around frame check box will cause lines to be drawn on each side of the frame. 10. Specify the font to be used by clicking on the Font button. The font dialog box will be displayed. Specify the desired font name, style, size, effects and script. Once the font attributes are specified, click on the OK button to accept the font. Click on the Cancel button to cancel changing the font. 11. Using Tabs, you can specify the default tab position to be every multiple of a given measurement. Specifying a width in the Default tab stops field does this. You can also force tab stops at given locations. To do this, enter a value into the Tab stop position field and select the Set button. Tab positions will be placed starting with the entries in the list, with each subsequent tab being placed based on the default tab stops value. You can remove an individually specified tab position by highlighting it and selecting the Clear button. You can also remove all tab positions in the list by clicking the Clear All button. 10

11 You can get additional background information about the Text Box Properties dialog box, by selecting the Help button. Once the desired properties for this new text frame are specified, select the OK button. The frame will be created using the specified properties. The Text Box Properties dialog box can be displayed by positioning the mouse pointer over the text box frame, then right-click and select Properties from the popup menu. The creation of other frames (Arrow, Line, Box, OLE, Graph, etc.) follows the same general procedure. The main differences are the properties dialog boxes that are displayed prior to creating the frame. Also, some frames may require additional information, such as a database name, when creating a Graph frame. Each of these frame types will be discussed later in this tutorial. 5.3 Selecting a Frame To select a frame for modification click on the Select Frame tool, then select the desired frame by placing the mouse pointer over it and clicking the left mouse button. Resize handles will be displayed around the selected frame. Figure 24 shows a text box frame that has been selected. Figure 6 The text box frame has been selected and is displayed with resize handles. The resize handles are located in each of the four-corners and at the middle of each of the four sides. When the mouse pointer is over a resize handle, the pointer changes to a resize arrow, indicating the direction in which the handle will resize the frame in. To resize the frame, click, hold and drag the resize handle in the required direction. Dragging the upper left handle leaves the lower right corner of the frame anchored and allows you to move the upper left corner of the frame. Each of the remaining corners allow you to move it, leaving the corner diagonal to it fixed. Dragging one of the resize handles located in the middle of a side moves the corresponding side only, leaving the corners for the other side fixed. Clicking and dragging in the center of the frame will move the frame (unless the frame is locked down). Notice that the mouse pointer changes to four arrows when it is over the frame. When the mouse pointer is not over the selected frame, it is the default selection tool and does not allow the frame to be resized. In all cases, the displayed pointer indicates where and how the frame can be changed. Help information about a frame can be displayed by first selecting the desired frame and then pressing the F1 function key. This will invoke the on-line help, displaying the page associated with the selected frame. Pressing F1 while no frame is selected will display the Main DataView Index help page. DataView allows the user to overlap frames if desired as in Figure 7 which shows a text box within another text box frame. It is then possible to change the order of the frames as a new frame that is created will, as default, remain in front of previously created frames and will therefore have priority over previously created frames. To send a frame to the back of the list and therefore always remain in the background of other frames on the worksheet; select the frame and select Send to Back from the Frame menu. Conversely if you want to bring a frame to the top of the list so it always remains in front; select the frame and select Bring to Front from the Frame menu or click the Bring to Front button on the toolbar. 11

12 Figure Frame Properties Dialog Box The properties of a frame can be modified at any time by right clicking the mouse with the Select Frame tool over it. This will display a context sensitive menu giving options relevant to the type of frame the mouse pointer is over. All frames have a Properties menu option. Selecting the Properties menu option will display the frame s corresponding properties dialog box. Refer to Section I of this manual for information on specific properties dialog boxes. Change the properties as desired and select the OK button. 5.5 Cutting, Copying, and Pasting Frames DataView allows you to move (cut) and copy frames from a worksheet to a temporary holding place called the clipboard. You can then paste the frame and its contents to the same worksheet, another worksheet within the same report or another worksheet in another report. In addition to the Windows clipboard, DataView maintains its own application clipboard for cutting and pasting frames. The application clipboard is used to cut and paste frames within the DataView application. When frames are cut, their contents are also copied to the Windows clipboard. The Windows clipboard is used for copying data between applications. Items copied to the Windows clipboard can be pasted into other applications that support this function. Use the Paste command to paste data into the application clipboard and the Paste Special command to paste from the Windows Clipboard. The Paste Special command will paste the Windows Clipboard data as an OLE frame. Cutting a Frame Frames can be removed from a worksheet at any time. To remove a frame and its contents from a worksheet, perform the following steps: 1. Select the frame to be removed with the selection tool. The selected frame will be displayed with resize handles. 2. Select the Cut command from the Edit menu or click on the Cut toolbar icon. The frame will be removed from the worksheet. The Cut menu command and the Cut toolbar icon are enabled only while a frame is selected. In addition, if the selected frame has attached child frames, the Cut command is disabled. We will see more about child frames later in this document. Note: A frame with attached child frames can not be removed from the worksheet before all the attached child frames. Copying a Frame Frames can be copied into the application and Windows clipboard. Like the Cut Frame command, the contents of a frame are copied to the application and Windows clipboards. Unlike the Cut command, the frame is not removed from the worksheet, only copied to the clipboards. To copy a frame to the application and Windows clipboard, perform the following steps: 1. Select the frame to be copied with the selection tool. The selected frame will be displayed with resize handles. 2. Select the Copy command from the Edit menu or click on the Copy toolbar icon. The frame and its contents will be copied to the application clipboard. The contents of the frame will also be copied to the Windows clipboard. The frame will not be removed from the worksheet. The Copy menu command and the Copy toolbar icon are enabled only while a frame is selected. 12

13 Pasting a Frame Frames previously cut or copied to the application clipboard can be pasted onto the same worksheet they were copied (or cut) from. They can also be pasted onto another worksheet within the same report or a worksheet within another report. To paste a frame onto a worksheet, perform the following steps: 1. Scroll to the worksheet that the frame is to be pasted onto. 2. Select the Paste command from the Edit menu, or click on the Paste toolbar icon. The frame and its contents currently in the application clipboard will be placed on the currently displayed worksheet. The worksheet the frame will be pasted onto is the current worksheet. The current worksheet is indicated in the worksheet number pane on the status bar. For example, if the current worksheet is number one of a two-worksheet report, the worksheet number status pane will contain Sheet 1 of 2. The Paste command and the Paste toolbar icon are enabled only when a frame is in the application clipboard. 5.6 Moving a Frame to another Worksheet When dragging a frame around in a report, you can only move it to another location on the same worksheet. You cannot drag it from one worksheet to another. To move frames from one worksheet to another, use the application clipboard as a temporary holding place. To move a frame from one worksheet to another, perform the following steps: 1. Select the frame to be removed with the selection tool. The selected frame will be displayed with resize handles. 2. Select the Cut command from the Edit menu or click on the Cut toolbar icon. The frame will be removed from the worksheet. 3. Scroll to the worksheet on which the frame is to be pasted. Make sure that only the desired worksheet is displayed. If part of the preceding worksheet is displayed when the mouse is moved up to the toolbar or menu bar, the current worksheet will change to that worksheet as the mouse pointer passes over it. When the frame is pasted, it is pasted to the current worksheet. 4. Select the Paste command from the Edit menu, or click on the Paste toolbar icon. The frame will be pasted onto the current worksheet. Once the frame is pasted onto the desired worksheet you can move it to anywhere on that worksheet. 5.7 Copying a Frame to another Worksheet When copying a frame within DataView, it is copied to the current worksheet. To copy a frame from one worksheet to another, copy it from the worksheet it is on, scroll to the desired worksheet and then paste it. To copy a frame from one worksheet to another, perform the following steps: 1. Select the frame to be copied with the selection tool. The selected frame will be displayed with resize handles. 2. Select the Copy command from the Edit menu or click on the Copy toolbar icon. The frame will be copied to the application and Windows clipboard. 3. Scroll to the worksheet on which the frame is to be pasted. Make sure that only the desired worksheet is displayed. If part of the preceding worksheet is displayed when the mouse is moved up to the toolbar or menu bar, the current worksheet will change to that worksheet as the mouse pointer passes over it. When the frame is pasted, it is pasted to the current worksheet. 4. Select the Paste command from the Edit menu or click on the Paste toolbar icon. The frame will be pasted onto the current worksheet. Once the frame is pasted onto the desired worksheet, you can move it to anywhere on that worksheet. 5.8 Locking a Frame in Place When a frame is placed on a report, you are free to move it around and change its size. This also allows you to accidentally move or change its size. You can prevent this from occurring by locking the frame s position and size. This is accomplished using the Lock Frame command. This command is accessible via the Frame menu and the popup menu. The popup menu is displayed by clicking the right mouse button while the mouse cursor is over the desired frame. When a frame is locked, it will remain at a fixed location and size. Once a frame is locked, it will remain locked until it is unlocked via the Unlock Frame command. The Lock Frame command is only available when a frame is selected and the selected frame is unlocked. Once the selected frame is locked, the Lock Frame command will be grayed and the Unlock Frame command will be enabled. Also, while a frame is locked, the cursor does not change to the frame resize or move cursor. 5.9 Unlocking a Locked Frame When a frame is placed on a report and locked in place (via the Lock Frame command) it cannot be moved or resized. This prevents you from accidentally moving or changing its size once placed at the location you want it to stay. If you later want to move or resize the frame, it must be unlocked first. This is accomplished using the Unlock Frame command. This command is accessible via the Frame menu and the popup menu. The popup menu is displayed by clicking the right mouse button while the mouse cursor is over the desired frame. While a frame is unlocked, it can be moved or resized. Once a frame is unlocked, it will remain unlocked until it is locked via the Lock Frame command. This command is only available when a frame is selected and the selected frame is locked in place. Once the selected frame is unlocked, the Unlock Frame command will be grayed and the Lock Frame command will be enabled. 13

14 CHAPTER 6: Session Summary 6.1 Session Summary Frame The Session Summary Frame displays a textual summary or the data. You can customize the summary text displayed using the Session Summary Properties box. This dialog box is displayed by right clicking on the session summary frame and selecting Properties from the pop-up menu, or by double clicking on the frame To create a Session Summary frame, perform the following steps: 1. Left-click the mouse pointer on the New Frame tool. The mouse pointer will become this tool while it is within the margins of the worksheet. 2. Move the frame tool to the location on the worksheet where the upper left corner of the frame is to be placed. 3. Click and hold the left mouse button. 4. Drag the mouse to the location on the worksheet where the lower right corner of the frame is to be located and Release the mouse button 5. Select the Session Summary entry for the type of frame to be created, click OK, and the Session Summary Properties dialog box will be displayed. 6. Make any desired changes and click OK creating the Session Summary frame. The Session Summary Properties dialog box allows you to specify what is displayed in its associated Session Summary frame. An example of a Session Summary Properties dialog box is illustrated in Figure 8, with summary information already entered. When you create a new Session Summary frame, the Display Text box will be empty. Figure 8 The Session Summary Properties dialog box contains an edit box, into which you type static and dynamic text, to be displayed in the Session Summary Frame. It also contains a list box from which you can select field names, field values and field codes. Static text is displayed as it is typed into the Summary Text edit box. Dynamic text is generated through field substitution. The value of the specified field, as obtained from the Session Summary frame s parent, is substituted for the field name. Surrounding the session summary field name with square brackets specifies dynamic text. For example, if the Operator Company Name field of the recorded data is AEMC Instruments, placing the text [Operator Company Name] in the Summary Text edit box will result in AEMC Instruments being displayed in its place on the worksheet. Dynamic text substitution is useful for templates that create a report when session data is attached to it. The field name will reflect the name contained in the attached database (which may be different from database to database). Session Summary Fields can be added to the Summary Text in a number of ways. First, place the cursor in the Summary Text edit box where the Summary Field is to be inserted. Next, select the Session Summary Field (in the list box) to be inserted. The next step depends on what you want inserted. To insert the field name as static text, click on the Insert Field Name button (notice brackets are not placed around the field name). The Edit Session Information button opens the Session Properties window and allows users to modify or insert session information so it can be inserted automatically in the report. To insert the field value as static text, click on the Insert Field Value button (notice that the value displayed in the list box is inserted). To insert the field value as dynamic text, click on the Insert Field Code button (notice that the name of the field surrounded by square brackets is inserted). Tabs can be inserted into the Summary Text clicking in the area of the Display Text you wish to tab and then pressing the Tab key until the text has been moved sufficiently. The can be inserted automatically by selecting the Tab button, opening the Tabs window, allowing the user to se the Tab Stops. Once the Session Summary text has been specified, select the OK button. The Session Summary frame will be displayed using the format specified in the properties dialog box. Right-clicking the mouse over a Session Summary frame, then selecting Properties from the popup menu will display the Session Summary Properties dialog box. The text and format of a Session Summary frame can be modified in this manner. 14

15 6.2 Session Properties Window The Session Properties dialog allows you to specify Operator, Site and Custom parameters that are to be saved with recorded data. These parameters are used when generating reports. If the report was created using an existing template, Session Summary frames are automatically created on the cover sheet. It is then possible to edit information displayed in these frames by selecting Edit Session Properties frame allows users to modify the information displayed when Field Codes are used.. The Edit Session Properties The Operator and Site tabs allow you to maintain lists of operators and sites, allowing you to save time when specifying parameters for reports. The Operator, Site and Custom list are saved in the DataFiles directory in files named Operator.dat, Site.dat and Custom.dat respectively. The location of the DataFiles directory can be determined by selecting Directories for the Tools menu in DataView. Using Windows Explorer you can maintain backup copies of these files..dat (simple text files) are used instead of.mdb (database) files because of the simply nature of the session properties. This also allows these.dat files to be opened in a simple text editor, like Notepad. On the left of the Operator and Site tabs is the list of previously defined Operators and Sites. These lists reflect the operator and site records stored in their associated data files (mentioned earlier). On the right of the Operator and Site tabs is displayed the individual parameters that will be saved in an associated database. Only a single operator and site are saved in the recording database. The Custom tab contains a list of user defined parameters. Along side each user defined parameter is a check box. Items that are checked will be added to an associated database when the OK button is pressed. Only a single set of Custom parameters can be maintained (unlike the Operator and Site lists). The Custom tab allows you to specify any user defined parameters (in addition to the comments field of the Site tab) that are to be used in displaying a report. All of these Session Properties parameters are accessible via the Session Summary frame in DataView. Figure 9 15

16 CHAPTER 7: Displaying Stored Measurements A Graph frame provides a graphical look into the database to which it is attached. The database is attached to the Graph frame when it is created. A Graph frame provides additional tools for viewing the underlying database. These tools provide zoom and pan operation. In addition, individual traces and waveform snapshots can be selected using the Select Frame tool. Normally, the Select Frame tool is used to select a frame for modification. In addition to selecting the Graph frame, this tool can be used to select individual traces. A trace is selected if any part of it is drawn within a few screen pixels of where the selection tool is when the left mouse button is pressed. When a trace is selected, handles similar to those of the frame handles are drawn over the trace. If more than one trace is drawn within the proximity of the selection tool, when clicked again, the next trace will be selected. This will continue until all traces within the selection tool s proximity have been selected, at which point clicking the left mouse button again will select the first trace, and the process will be repeated. The Graph frame can be the parent frame for child frames. Child frames are objects, which are tightly connected to another (parent) frame. The child frame obtains instructions and display data from the parent. Child frames will be discussed in greater detail later in this tutorial. 7.1 Creating a Graph Frame The following steps describe the process of creating a Graph frame 1. Left-click the mouse pointer on the Place Graph tool. The mouse pointer will become this tool while it is within the margins of the worksheet. 2. Move the frame tool to the location on the worksheet where the upper left corner of the frame is to be placed. 3. Click and hold the left mouse button. 4. Drag the mouse to the location on the worksheet where the lower right corner of the frame is to be located. As you move the mouse pointer, a dotted box is displayed. This dotted box shows the size and location of the frame being created. 5. Release the mouse button. The Open file dialog box will be displayed. 6. Once the database has been located and highlighted, select the Open button. At this point, the Channel Graph Properties dialog box will be displayed. 7. Channels listed in the Selected channels list box will be displayed in the Graph frame. To select a channel for display, select the desired channel (left-click) in the Available channels list, then click on the Add>> button. The selected channel will be added to the Selected channels list. You can remove channels from the selected channel list by highlighting it, then clicking on the <<Remove button. You can add all of the available channels to the selected channels list by clicking on the Add All>> button. You can also remove all channels from the selected channel list by clicking on the <<Remove All button. For this example, add the channels Volts RMS Avg and Phase A Voltage waveform to the Selected channels list. 8. You can change the color used to draw each of the channels by highlighting its entry in the selected channel list and selecting an alternate color from the Line color drop down list. You can also specify a color other than one in the color list by specifying the amount of each color component in the Red, Green and Blue fields. You can also use the Color Picker dialog box (displayed by clicking on the color palette icon) to select additional colors. Multiple channels can be selected and the color can be specified at the same time. To do this, hold down the Ctrl key while selecting an entry in the list. This will add the entry to the items selected. You can select a group of entries by clicking on the first item, and then while holding down the Shift key, click on the last item to be selected. When selecting a color, all selected entries will be set to that color. In this example, set the color for both selected channels to Red. Do this by selecting the first channel, then while holding down the Shift key, select the second channel. Next, select Red from the Line color drop down list. 9. Once the desired properties for this new Graph frame are specified, select the OK button. The frame will be created using the specified properties. The channels selected for display and the display properties can be changed at any time using the Channel Graph Properties dialog box. The Channel Graph Properties dialog box can be displayed by right-clicking the mouse pointer while positioned over the Graph frame. Select Properties from the popup menu. 16

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