MTS Reporter Add-In User Manual

MTS TestSuite
Reporter Add-In User Guide
100-230-971 F be certain.
©
2014 MTS Systems Corporation. All rights reserved.
Trademark Information
MTS is a registered trademark of MTS Systems Corporation within the United States. This trademark may be protected in other countries.All other trademarks or service marks are property of their respective owners.
Proprietary Software
Software use and license is governed by MTS’s End User License Agreement which defines all rights retained by MTS and granted to the End User. All Software is proprietary, confidential, and owned by MTS Systems Corporation and cannot be copied, reproduced, disassembled, decompiled, reverse engineered, or distributed without express written consent of MTS.
Software Verification and Validation
MTS software is developed using established quality practices in accordance with the requirements detailed in the ISO 9001 standards. Because MTS-authored software is delivered in binary format, it is not user accessible. This software will not change over time. Many releases are written to be backwards compatible, creating another form of verification.The status and validity of MTS’s operating software is also checked during system verification and routine calibration of MTS hardware. These controlled calibration processes compare the final test results after statistical analysis against the predicted response of the calibration standards. With these established methods, MTS assures its customers that MTS products meet MTS’s exacting quality standards when initially installed and will continue to perform as intended over time.
Manual Part Number—Publication Date—Release
100-230-971 F—February 2014—MTS TestSuite MP 2.6.4/TW 2.3.4 or later 100-230-971 E—December 2013—MTS TestSuite MP 2.6.3/TW 2.3.3 100-230-971 D—August 2013—MTS TestSuite MP 2.6/TW 2.3 100-230-971 C—September 2012—MTS TestSuite MP 2.3/TW 2.0
Table of Contents
Preface
Before You Begin.............................................................................................................................................5
Documentation Conventions............................................................................................................................5
Technical Support
How to Get Technical Support.........................................................................................................................9
Before You Contact MTS.................................................................................................................................9
If You Contact MTS by Phone.......................................................................................................................11
Problem Submittal Form in MTS Manuals....................................................................................................12
Working With Test Reports
Reports...........................................................................................................................................................14
Reports Overview...............................................................................................................................14
System Requirements.............................................................................................................14
Example: Test Report Template.............................................................................................15
Report Template Overview................................................................................................................16
MTS TestSuite Reporter Excel Add-In..............................................................................................17
Report Templates............................................................................................................................................18
Open a Template.................................................................................................................................19
Link to the Test that will use the Report Template.............................................................................19
Select the Test Run or Analysis Run Used to Generate Report Previews..........................................20
Insert Single Variable Values into Report Template...........................................................................20
Insert Single Variable Values..................................................................................................21
Variable Properties.................................................................................................................21
Insert Variable Tables.........................................................................................................................22
Insert a Variable Table............................................................................................................22
Insert a Block Variable Table.................................................................................................23
Insert a Variable Array Table..................................................................................................24
Edit a Table.............................................................................................................................25
Insert Chart Images............................................................................................................................25
Add Charts to a Report Template...........................................................................................25
Insert Monitor Views..........................................................................................................................26
Insert a Monitor View.............................................................................................................26
Insert Raw Data..................................................................................................................................26
Appending Data to a Single Report....................................................................................................27
Example: Appending Raw Data.............................................................................................27
Use Excel Formatting to Customize the Report.................................................................................29
Setting the Default Table Style...........................................................................................................29
Generate a Report...........................................................................................................................................29
Table of Contents
3
Table of Contents
Generating a Report Using the Excel Reporter Add-In.....................................................................30
Create Variables for Reports...............................................................................................................30
About Variables in Reports....................................................................................................31
Example: Add a Max Load Value to a Report Template........................................................31
Example: Add a Calculated Stress Array Variable to a Report Template..............................32
Using a Variable for the Report Location...............................................................................33
4

Preface

Before You Begin

Safety first!
Before you use your MTS product or system, read and understand the safety information provided with your system. Improper installation, operation, or maintenance can result in hazardous conditions that can cause severe personal injury or death, or damage to your equipment and specimen. Again, read and understand the safety information provided with your system before you continue. It is very important that you remain aware of hazards that apply to your system.
Other MTS manuals
In addition to this manual, you may receive additional manuals in paper or electronic form.
You may also receive an MTS System Documentation CD. It contains an electronic copy of the manuals that pertain to your test system.
Controller and application software manuals are typically included on the software CD distribution disc(s).

Documentation Conventions

The following paragraphs describe some of the conventions that are used in your MTS manuals.
Hazard conventions
Hazard notices may be embedded in this manual. These notices contain safety information that is specific to the activity to be performed. Hazard notices immediately precede the step or procedure that may lead to an associated hazard. Read all hazard notices carefully and follow all directions and recommendations. Three different levels of hazard notices may appear in your manuals. Following are examples of all three levels. (for general safety information, see the safety information provided with your system.)
Danger:
Danger notices indicate the presence of a hazard with a high level of risk which, if ignored, will result in death, severe personal injury, or substantial property damage.
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Preface
Warning:
Warning notices indicate the presence of a hazard with a medium level of risk which, if ignored, can result in death, severe personal injury, or substantial property damage.
Caution:
Caution notices indicate the presence of a hazard with a low level of risk which, if ignored, could cause moderate or minor personal injury or equipment damage, or could endanger test integrity.
Other special text conventions
Important:
Important notices provide information about your system that is essential to its proper function. While not safety-related, if the important information is ignored, test results may not be reliable, or your system may not operate properly.
Note:
Notes provide additional information about operating your system or highlight easily overlooked information.
Recommended:
Recommended notes provide a suggested way to accomplish a task based on what MTS has found to be most effective.
Tip:
Tips provide helpful information or a hint about how to most efficiently accomplish a task.
Access:
Access provides the route you should follow to a referenced item in the software.
Examples show specific scenarios relating to your product and appear with a shaded background.
Special terms
The first occurrence of special terms is shown in italics.
Illustrations
Illustrations appear in this manual to clarify text. They are examples only and do not necessarily represent your actual system configuration, test application, or software.
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Preface
Electronic manual conventions
This manual is available as an electronic document in the Portable Document File (PDF) format. It can be viewed on any computer that has Adobe Acrobat Reader installed.
Hypertext links
The electronic document has many hypertext links displayed in a blue font. All blue words in the body text, along with all contents entries and index page numbers, are hypertext links. When you click a hypertext link, the application jumps to the corresponding topic.
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Technical Support

How to Get Technical Support

Start with your manuals
The manuals supplied by MTS provide most of the information you need to use and maintain your equipment. If your equipment includes software, look for online help and README files that contain additional product information.
Technical support methods
MTS provides a full range of support services after your system is installed. If you have any questions about a system or product, contact Technical Support in one of the following ways.
Web site
Outside the U.S.
For technical support outside the United States, contact your local sales and service office. For a list of worldwide sales and service locations and contact information, use the Global MTS link at the MTS web site:
www.mts.com > Global Presence > Choose a Region
www.mts.com > Contact Us (upper-right corner) > In the Subject field, choose To escalate a problem; Problem Submittal Form
Worldwide: tech.support@mts.comE-mail
Europe: techsupport.europe@mts.com
Worldwide: 1 800 328 2255 - toll free in U.S.; +1 952 937 4000 - outside U.S.Telephone
Europe: +800 81002 222, International toll free in Europe

Before You Contact MTS

MTS can help you more efficiently if you have the following information available when you contact us for support.
Know your site number and system number
The site number contains your company number and identifies your equipment type (such as material testing or simulation). The number is typically written on a label on your equipment before the system leaves MTS. If you do not know your MTS site number, contact your sales engineer.
Example site number: 571167
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Technical Support
When you have more than one MTS system, the system job number identifies your system. You can find your job number in your order paperwork.
Example system number: US1.42460
Know information from prior technical assistance
If you have contacted MTS about this problem before, we can recall your file based on the:
MTS notification number
Name of the person who helped you
Identify the problem
Describe the problem and know the answers to the following questions:
How long and how often has the problem occurred?
Can you reproduce the problem?
Were any hardware or software changes made to the system before the problem started?
What are the equipment model numbers?
What is the controller model (if applicable)?
What is the system configuration?
Know relevant computer information
For a computer problem, have the following information available:
Manufacturer’s name and model number
Operating software type and service patch information
Amount of system memory
Amount of free space on the hard drive where the application resides
Current status of hard-drive fragmentation
Connection status to a corporate network
Know relevant software information
For software application problems, have the following information available:
The software application’s name, version number, build number, and (if available) software patch number. This information can typically be found in the About selection in the Help menu.
The names of other applications on your computer, such as:
— Anti-virus software
— Screen savers
— Keyboard enhancers
— Print spoolers
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Technical Support
— Messaging applications

If You Contact MTS by Phone

A Call Center agent registers your call before connecting you with a technical support specialist. The agent asks you for your:
Site number
Name
Company name
Company address
Phone number where you can be reached
If your issue has a notification number, please provide that number. A new issue will be assigned a unique notification number.
Identify system type
To enable the Call Center agent to connect you with the most qualified technical support specialist available, identify your system as one of the following types:
Electrodynamic material test system
Electromechanical material test system
Hydromechanical material test system
Vehicle test system
Vehicle component test system
Aero test system
Be prepared to troubleshoot
Prepare to perform troubleshooting while on the phone:
Call from a telephone close to the system so that you can implement suggestions made over the phone.
Have the original operating and application software media available.
If you are not familiar with all aspects of the equipment operation, have an experienced user nearby to assist you.
Write down relevant information
In case Technical Support must call you:
Verify the notification number.
Record the name of the person who helped you.
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Technical Support
Write down any specific instructions.
After you call
MTS logs and tracks all calls to ensure that you receive assistance for your problem or request. If you have questions about the status of your problem or have additional information to report, please contact Technical Support again and provide your original notification number.

Problem Submittal Form in MTS Manuals

Use the Problem Submittal Form to communicate problems with your software, hardware, manuals, or service that are not resolved to your satisfaction through the technical support process. The form includes check boxes that allow you to indicate the urgency of your problem and your expectation of an acceptable response time. We guarantee a timely response—your feedback is important to us.
You can access the Problem Submittal Form at www.mts.com > Contact Us (upper-right corner) > In the
Subject field, choose To escalate a problem; Problem Submittal Form
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Working With Test Reports

Topics:
Reports..............................................................................................................................................14
Report Templates..............................................................................................................................18
Generate a Report.............................................................................................................................29
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Working With Test Reports

Reports

Reports Overview

The Reporter Add-In is a licensed option that can be used to create report templates and generate reports for test runs or analysis runs. You can generate reports for a single test run or for a group of test runs.
To generate a report, you must select a report template file that defines what information is shown in a test report and how that information appears in the report. The report template and the resulting report are Microsoft Excel files.
Note:
A report can be generated without Excel installed. The Reporter Add-In is required to create report templates.
System Requirements
To create report templates and view reports, the Reporter Add-In requires Microsoft Office (Excel) 2007 or 2010.
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Example: Test Report Template
Working With Test Reports
Example of Test Report Template
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Working With Test Reports
Example of Test Report Generated From Report Template

Report Template Overview

A report template is an Excel template file that defines what information is shown in a test report and how that information appears in the report. You can design report templates to generate reports for a single test run, and when used with MTS TestSuite Software, reports for a group of test runs. Templates for both types of reports are created in the same way.
Because the report template defines the information that appears in the report, different test types (with unique sets of variables and other information) may require their own custom report templates. Another use of report templates is to customize the type of information shown for a specific audience.
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Working With Test Reports
Creating report templates
Report templates are created and modified using the MTS TestSuite Report tab that appears in the Microsoft Excel application. When the MTS TestSuite application is installed, an MTS TestSuite Report tab appears in the Microsoft Excel application.
You create or edit report templates by dragging test information, in the form of charts and variables, into the area of the report template where you want it to appear. Once information is added, you can format it by selecting the cell and using the Properties tab to further define the information.
Using report templates to generate reports
After a test is run, the MTS TestSuite application creates a test report by taking the report template assigned to the test, populating it with the data from the test run, formatting the data, and saving the report as a separate report file.

MTS TestSuite Reporter Excel Add-In

The MTS TestSuite Report ribbon contains all the controls required to create report templates and generate reports that include test-run data.
Report Ribbon
Report Ribbon Functions
DescriptionFunctionNumber
Link1
Generate3
Link to an existing test to provide access to variables, and preconfigured monitor views and other charts and tables that you can add to the report template.
Insert and configure variables, charts, and monitor views.Insert2
Generate a report to preview changes made to a report template, by selecting an analysis run or test run and clicking Report.
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Working With Test Reports
DescriptionFunctionNumber
Note: To access online help for the MTS Reporter Add-In,
click the help button in the ribbon.

Report Templates

Creating a report template is an iterative process that follows this basic outline:
1. To begin, open an existing template file or create a new one and link it to a test.
Important:
MTS-supplied templates often have preconfigured data acquisition activities and variables that save data for use in various charts/tables that appear in the test, report templates, and post-test analysis. If you are creating your own tests, you must create data acquisition activities and variables to save the data.
2. Use the controls on the MTS TestSuite Report ribbon to perform a task, such as inserting a variable table or inserting a chart image.
Template cells that contain inserted variable values, tables, or charts are indicated by a light blue color.
3. Select a source and click the Report button to generate a report based on an actual test run or analysis run.
Important:
The Reporter Add-In does not support Excel’s Undo command so you are given the yes/no choice of saving the template when you generate a report.
4. View the report to preview the template changes and correct any errors.
5. Iterate until the report template is complete.
For detailed information on how to create report templates, see the following tasks.
For More Information
Open a Template (p. 19) Link to the Test that will use the Report Template (p. 19) Select the Test Run or Analysis Run Used to Generate Report Previews (p. 20) Insert Single Variable Values (p. 21) Insert a Variable Table (p. 22) Insert Chart Images (p. 25) Insert a Monitor View (p. 26) Insert Raw Data (p. 26) Use Excel Formatting to Customize the Report (p. 29)
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Working With Test Reports

Open a Template

When creating a report template, you can either open an existing template or start with a new (blank) template.
From the Excel application
If you launch Excel as a stand-alone application, use this procedure to open a template.
1. Start the Excel application.
2. From the Office button, open an existing template file.
3. Optional: Save the template file (as an Excel Template) with a different name if you are creating a new
report template from an existing template.
From an MTS TestSuite application
To open a template from an MTS TestSuite application:
1. In the MTS TestSuite test application, open a test.
2. Click the Report Templates tab.
3. Open a template.
To edit and save an existing template:
a. In the template list, select an existing template and click the Edit icon.
b. The Excel application starts automatically and opens the template. The test is automatically linked
to the template.
To create a new template
To create a new template:
1. On the Report Templates toolbar, click the New icon.
2. Type a name for the new template and click OK. The new template is added to the template list.
3. In the template list, select the new template and click the Edit icon.
4. The Excel application starts automatically and opens the template. The test is automatically linked to
the template.

Link to the Test that will use the Report Template

Report templates are typically created for specific tests that use unique sets of variables and other information. When a test is linked, the Excel Add-In parses the selected test file to determine the variables and monitor views used in the test.
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Working With Test Reports
Important:
Only the variables and monitor views that are available in the test can be added to the report template.
From the Excel application
If you launch Excel as a stand-alone application, use the following procedure to open a test:
1. At the top of the Excel window, click the MTS TestSuite Report tab.
2. In the Link area of the MTS TestSuite Report ribbon, click Test and select the test or analysis definition
that you want to use to build the report template.
Note:
You can also link to an Analysis Definition when using the Reporter Add-In with MTS TestSuite Multipurpose Software and an Analyzer application. Once a definitions file is selected, the charts and variables defined in the file are available for use in a template.
From an MTS TestSuite application
If you open a test in an MTS TestSuite application and use that application to open an existing template or create a new template, the test selection is automatically linked to the template.

Select the Test Run or Analysis Run Used to Generate Report Previews

Before you can generate a report, you must define the test run or analysis run that the template will use to generate reports. The test run that you select should be representative of the types of tests that will use the report template.
Each time you click Report, the Reporter Add-In will use data from the test run to populate the various charts and tables that are in your template. This allows you to preview the template changes and correct any errors.
1. On the MTS TestSuite Report ribbon, click Source.
2. From the list, click the test run or analysis run that you want to use to generate reports.
Note:
Analysis runs are only available when using the Reporter Add-In with MTS TestSuite Multipurpose Software in conjunction with an Analyzer application.

Insert Single Variable Values into Report Template

Click the Single Variable Value button to show a Variables panel that lists all the variables and variable categories that appear in the test that is linked to the template.
To add single variables to the report template, click-and-drag the desired variable (or an entire variable category) from the Variables list to the desired location in the template.
Once a variable is added, you can format it by selecting the cell and using the Properties tab to further define what appears in the cell.
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Working With Test Reports
Note:
Only variables that are used in the test or analysis definition that you linked the template to will appear in the Variables panel.
Insert Single Variable Values
To insert a single variable value:
1. Open a report template that you want to edit, or open a new template.
2. Click the MTS TestSuite Report tab in the Excel ribbon.
3. Click Single Variable Value.
4. From the Variables panel, drag a single variable or an entire category of variables to an Excel cell
location.
If you add a variable category, each variable in that category will occupy a separate cell filling down from the current cell location.
5. Define the Display properties for the variable.
a) Select the variable cell. b) On the Properties tab, define what appears in the cell(s) when the report is generated.
6. Define the Unit Name properties for the variable (if applicable).
On the Properties tab’s Unit Name list, select the unit that will appear in the cell(s) when the report is generated.
7. To preview the changes made to the template, click Report, and check for any errors.
Variable Properties
ValueProperty
Description
Display Name
Display name, value with unit in adjacent cells
Unit
Value
Shows the variable description defined in the test.
Shows the variable name defined in the test.
Places the display name, value, and unit in separate cells.
Shows the unit name defined in the report variable Properties tab.
Shows the variable value from the test run.
Value with unit in a single cell
Combines the variable value from the test run with the unit values defined in the test into a single cell.
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Working With Test Reports
ValueProperty
Value with unit in adjacent cells
Note:
Only variable values that appear in a separate cell can be used in Excel calculations.
Examples
To create three separate cells that show the Specimen Thickness variable’s display name, value, and units:
1. Drag Specimen Thickness from the Reports Variables window to a cell. On the Properties tab, select Display Name from the Display list.
2. Drag the same variable (Specimen Thickness) to a second adjacent cell. On the Properties tab, use
the default Value with unit in adjacent cells display setting. This places the variable value in the second cell and automatically places the variable unit in the adjacent cell.
If the specimen had a thickness of 44 mm in the test run data, the report that is generated will have specimen thickness shown in the first cell, 44 shown in the second cell, and mm shown in the third cell.
Places the variable value from the test run into the selected cell(s) and places the unit into an adjacent cell(s).
mm44Specimen Thickness
To show the same information using two cells:
Set the second cell’s Display property to Value with unit in a single cell. This combines the value with the unit in a single cell. The same information is shown using two cells.
44 mmSpecimen Thickness

Insert Variable Tables

The Variable Tables control allows you to insert the following types of variable tables into the report template:
Variable Table—includes single-value variables and variable groups in a table format.
Block Table—includes user-selected single-value variables with the ability to use the data acquisition
blocking defined in the test and a block decimation filter to further refine the data that appears in the table.
Array Table—includes user-selected array variables. A blocking option allows you to show array value for a single block of data.
Insert a Variable Table
To insert a variable table:
1. Select the cell where you want the table to appear in the generated report.
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Working With Test Reports
Note:
When a report is generated, the rows required for the table are automatically inserted and any variables below the table are shifted down.
2. In the MTS TestSuite Report ribbon, click Variable Table and then click Variable.
3. In the Title box, type the title that you want to appear in the report template.
4. Optional: select the Test View option.
Select the Test View check box to show all test variables in the report and recalculate all variables in the common category.
Clear the Test View check box to show all variables for each test run in the report.
5. Use the following settings to define the variables that will appear in the variable table.
Select All Variables—these check boxes are variable property settings that were defined in the test.
Selecting these check boxes creates an AND function.
For example, if you select the Result and Calculation check boxes, only the variables that have the
Result AND the Calculation check box selected will appear in the table.
Select Category or Categories—the category selections determine the type of variables that appear
in the variable table. If none of the check boxes are selected, the table will contain all of the categories. Selecting any of these check boxes creates an OR function.
For example, if you select both the Common and Specimen category check boxes, variables that are part of the Common category OR the Specimen category are available to appear in the table.
Insert a Block Variable Table
To insert a block variable table:
1. Select the cell where you want the table to appear.
Note:
When a report is generated, the rows required for the table are automatically inserted and any variables below the table are shifted down.
2. In the MTS TestSuite Report ribbon, click Variable Table and then click Block.
3. In the Title box, type the title that you want to appear in the report template.
4. From the Display list, select the way each variable appears in the table.
This setting applies to all of the cells in the table.
Note:
Only variable values that appear in a cell formatted with the Value setting can be used in Excel calculations.
5. Configure the block settings:
The Name list contains all the blocks that were defined in the test’s data acquisition activities.
Click Select Blocks to set up a Block Decimation Filter to further filter the variables that appear in the table.
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Working With Test Reports
6. Use the Variable list to select the variable types that will appear in the table.
For more information on setting up the Block Decimation Filter, see the Data Acquisition chapter in the User Guide for your test application.
Insert a Variable Array Table
Each variable that you add to the table appears as a column heading in the generated report. Each row in the table represents the index where data was collected.
1. Select the cell where you want the table to appear in the generated report.
Note:
When a report is generated, the rows required for the table are automatically inserted and any variables below the table are shifted down.
2. In the MTS TestSuite Report ribbon, click Variable Table and then click Array.
3. In the Title box, type the title that you want to appear in the report template.
4. From the Display list, select the way each variable appears in the table.
This setting applies to all of the cells in the table.
Note:
Only variable values that appear in a cell formatted with the Value setting can be used in Excel calculations.
5. Optional: select the Show Index Column check box to add an index column to the generated report.
6. Optional: if the test’s data acquisition included blocking, you can use the Blocking settings to further
define what appears in a report.
Blocking (Optional)
In the Name list, select the type of block that you want to define. For cyclic tests, this is typically the CycleCount block.
In the Number text box, enter the block number (or variable) for the data that you want to show in the report. When a report is generated, the values of the selected variables for the block number that you enter appear in the report.
Note:
You can use the Numeric-Variable button to toggle this direct numeric entry or a variable that represents a block in the test.
7. Add variables to the table.
a) In the Array Variables window, click the Add a new item (green +) icon. b) In the Available Variables list, select the array variables that you want to appear in the table and
use the arrow controls to move them to Selected Variables.
Note:
If desired, select a variable in the Selected Variables list and use the up and down arrows to rearrange the order that they appear in the table.
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Only array variables appear in the list.
Working With Test Reports
c) Click OK.
8. In the Insert Table window, click OK.
9. Click Report, check for any errors, and preview the resulting report.
Edit a Table
1. If the Properties tab is not shown, in the Edit area of the MTS TestSuite Report ribbon, select the cell that you want to edit and click Properties.
2. Click the cell where the Table label appears.
3. Edit the table properties as required.
4. Click Report, check for any errors, and preview the resulting report.
For more information on creating tables and table properties, see the documentation provided with the MTS TestSuite test application.

Insert Chart Images

The Chart Images button allows you to insert a number of chart types into your report. Each chart (except monitor views) includes a set of properties that you can use to define the variables used in the chart and to customize the appearance of the chart. When you generate a report, data from a test run or analysis is shown in the chart.
Important:
MTS-supplied templates often have preconfigured data acquisition activities and variables that save data for use in various charts/tables that appear in the test, report templates, and post-test analysis. If you are creating your own tests, you must create data acquisition activities and variables to save the data.
Add Charts to a Report Template
To add a chart to a report template:
1. Select a cell in the area where you want the chart to appear.
2. On the MTS TestSuite Report tab, click Chart Images, and then click the chart type that you want to
insert.
3. Define the chart area by dragging the mouse across an area of cells in the worksheet, and then click OK in the Define Chart Area window.
4. On the Properties tab to the right, specify the properties for the type of data you want shown in the
chart.
5. Click Report, check for any errors, and preview the resulting report.
For more information on creating charts and chart properties, see the documentation provided with the MTS TestSuite test application.
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Working With Test Reports

Insert Monitor Views

This option allows you to add a monitor view, such as a chart or table, from a test to a report template. When a report is generated using the report template, the monitor view appears in the report as an uneditable graphic image that includes data from the test run.
Important:
To change the appearance of the image, you must edit the monitor view properties in the test.
Insert a Monitor View
To insert a monitor view:
1. Select a cell in the area where you want the monitor view to appear.
2. On the MTS TestSuite Report ribbon, click Monitor Views, and then click the monitor view type that
you want to insert.
Note:
Only the monitor views defined in the test appear in the list.
3. Define the chart area by dragging the mouse across an area of cells in the worksheet, and then click OK in the Define Chart Area window.
4. Click Report, check for any errors, and preview the resulting report.
For more information on creating monitor views, see the documentation provided with the MTS TestSuite test application.

Insert Raw Data

Adding raw data to a report is a convenient way to insert test data into an Excel file.
1. Select the cell where you want the raw data to appear in the generated report.
2. On the MTS TestSuite Report ribbon, click Raw Data.
3. Use the Insert Raw Data window to select and configure the data that you want to show in the report.
a) In the Data Acquisition box, select the data acquisition activity that includes the raw data that you
want to add to the report.
b) Optional: if the selected data acquisition activity includes block information, use the Block settings
to further define what raw data is inserted into the report.
c) In the Signal list, click the Add a new item (green +) icon to add the signal data that you want to
insert.
Use the Select Signals list to select the variables that you want to appear in the table.
To rearrange the order that the signals appear in the report, select a signal in the Select Signals list and use the up and down arrows to change the order.
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Working With Test Reports

Appending Data to a Single Report

In many cases, each time you generate an Excel report, a new report file is generated. While this ensures that the data from each test run is kept in a separate file, you may end up with a large amount of individual files if you are running multiple test runs.
Using the Write Options on the Report Templates tab, you can write report results to a single Excel file. You can append test run data to either a single Excel worksheet, or you can append new test run data as a new Excel worksheet for each test run. After appending data from multiple test runs into a single report file, you can take advantage of statistical analysis tools available in Excel.
1. Navigate to the Report Templates tab.
2. Select an existing report template or create a new report template that contains the data that you want
appended to the report file for each test run.
3. In Write Options, select either:
Append to Existing Worksheet—Appends the data in each new report into a separate worksheet in the Excel file.
Add a New Worksheet—Adds a new worksheet to the Excel file each time the report is generated.
Note:
When selecting this option, keep in mind that each time the report is generated, a duplicate of all existing worksheets in the Excel file will be created in the report file. While this can be helpful if your report contains multiple worksheets, it is important to delete the default Excel worksheets named Sheet2 and Sheet3 if you are only using one worksheet. If you do not delete these extra empty worksheets, they will be copied into the Excel file every time a report is generated. This can add clutter to your appended report.
4. In Report Location, enter the full path to the location of the report including the name of the report and the file extension. If the report name does not exist, a new report with the name you specify here will be created. For example, if you enter C:\Users\YourName\Desktop\AppendedReport.xlsx, a new Excel file named AppendedReport.xlsx will be created and saved to your desktop.
5. At the end of the test procedure (or in the Finish section), add a Run Report activity.
6. In the Report Template section of the new Run Report activity, select the name of the report template in the Name drop-down list.
7. Save the modified test. When the Run Report activity is encountered during each test run, the results
will be appended to the single Excel file.
Example: Appending Raw Data
You can append raw data from multiple test runs into a single test report. This allows you to consolidate your raw data information into one location and to take advantage of the statistical analysis tools available in Excel. The following example walks you through setting up a very basic test report and adding the report template to your test. test link: Appending Data to a Single Report (p. 27)
1. Add a default test run report template to the test.
a) On the Report Templates tab, click the green + sign. b) Select the Default Test Run Report. c) Click Open. The template now appears on the Report Templates tab with the Template Name
"<Report Templates>\Default Test Report.xltx."
2. Modify the default test run report template to include raw data.
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a) Double-click <Report Templates>\Default Test Report.xltx to open the report editor. b) Delete the Test Run Review Graph, Test Run Results, or any other objects in the report template.
When you are finished, only the header information should be remaining. c) Delete the Sheet2 and Sheet3 tabs at the bottom of the spreadsheet. These tabs will not be used. d) Click the MTS Test Suite Report tab, which is located above the Excel ribbon. e) Select a row under the header information in the spreadsheet. f) Click Raw Data, which is located in the Excel ribbon. g) On the left side of the Data Acquisition field, click the button. h) Select a data acquisition activity, such as DAQ: Crosshead, … i) Click OK. j) In the Signal List, click the green + icon. The Select Signals window appears. k) Move a few signals to the list of selected variables on the right side of the window, such as _Load
and _Time. l) Click OK to close the Select Signals window. m) Click OK to close the Insert Raw Data window. At this point, your template should look like the
following:
n) In Excel, click File > Save As. o) Rename the report template to "Default Report with Raw Data." p) Close Excel.
3. Add the modified report template to the test.
a) On the Report Templates tab, click the green plus sign icon.
Note:
If you are using TWE, click the icon located in the Test Run area—not the Test area.
b) Select the Default Report with Raw Data.xltx template and click Open. The report template now
appears on the Report Templates tab as <Report Templates>/Default Report with Raw Data.xltx.
Now that you have created the appended raw data report template and added it to your test, you can follow the steps described in Appending Data to a Single Report (p. 27) to incorporate this report template into your test procedure. When you successfully run the test, you will receive a report containing raw data appended from each test run into a single Excel file.
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Use Excel Formatting to Customize the Report

You can apply many of the Excel formatting options to the report template to customize the appearance of the generated report. These options include, but are not limited to:
Character formatting
Footers/headers
Borders
Table styles
Imported graphics (such as company logos)
Landscape/portrait
Cell shading
Margins
Excel calculations
Excel calculations that use data from the test report cannot be entered in a report template. These type of calculations must be added after the report is generated.

Setting the Default Table Style

All tables within a report rely on a table style to determine the appearance of the cells within the table. You can use Excel to change this default table or to create a new custom table style.
1. Select an empty cell in the report template.
2. Click the Home tab.
3. Click Format as Table.
4. Right-click the desired table style from the list of available table styles.
Note:
To create a new table, style, click New Table Style.
5. Click Set As Default.

Generate a Report

Various MTS TestSuite applications provide multiple methods to generate reports. These include using:
Reporter Excel Add-In (for details, see Generating a Report Using the Excel Reporter Add-In (p. 30))
Fatigue and Fracture Analyzer applications (for details, see the MTS Fatigue Analyzer User Guide or MTS Fracture Analyzer User Guide)
MTS TestSuite application (for details, see your application operator guide or user guide)
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MTS TestSuite Run Report activity, which you add to your test procedure to automatically generate a report at the end of the procedure (for more information, see your application user guide)

Generating a Report Using the Excel Reporter Add-In

Note:
To generate a report using the Excel Reporter Add-In, you must have purchased a separate license for the Reporter Add-In product. It also requires the installation of Microsoft Excel software or another suitable Microsoft Excel reader.
1. Open a report template in Excel (MTS templates are located in C:\MTS TestSuite\Report Templates).
2. Click the MTS TestSuite Report tab in the ribbon.
3. Click the Test icon in the ribbon and open the test that contains the test run that requires a report.
4. In the Generate section of the ribbon, click Source and select the test, test run, or analysis run that
you want to use to create a report.
5. Click the Report icon on the ribbon.
6. The system will launch another instance of Microsoft Excel and show the newly generated report file.

Create Variables for Reports

Most information that you want to include in a report must be saved in a variable. Some variables are automatically created and mapped by the application and others must be created by the user.
Note:
MTS-supplied templates include preconfigured data acquisition activities and variables that save data for use in various charts/tables that appear in the test, report templates, and post-test analysis. If you are creating your own tests, you must create data acquisition activities and variables to save the data.
Test data
If you are creating your own tests and want to include test data in reports, you must create data acquisition (DAQ) activities to collect the data and create variables where the DAQ activity will save the data.
In some instances, this could be as simple as configuring a data acquisition activity to automatically map signals to variables (a process that automatically creates the variables required to store the data).
In other instances, you may have to create data acquisition activities that store signal data in array variables, and then create an array variable that performs calculations on the signal data and stores the result. For example, a stress array variable could include a stress calculation that uses data from a load array variable.
In either case, if you want to show test data in a report, your test must include a data acquisition activity that will collect the data and save it to a variable.
Other variables
In addition to test data variables, reports can include other single-variable values that are not associated with data acquisition. For example, there are specimen variables (such as geometry type, diameter, and
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area) and system variables (such as test run name, user name, and test name) that you can add to your report.
About Variables in Reports
Most information that you want to include in a report must be saved in a variable. Some variables are automatically created and mapped by the application and others must be created by the user.
Note:
MTS-supplied templates include preconfigured data acquisition activities and variables that save data for use in various charts/tables that appear in the test, report templates, and post-test analysis. If you are creating your own tests, you must create data acquisition activities and variables to save the data.
Test data
If you are creating your own tests and want to include test data in reports, you must create data acquisition (DAQ) activities to collect the data and create variables where the DAQ activity will save the data.
In some instances, this could be as simple as configuring a data acquisition activity to automatically map signals to variables (a process that automatically creates the variables required to store the data).
In other instances, you may have to create data acquisition activities that store signal data in array variables, and then create an array variable that performs calculations on the signal data and stores the result. For example, a stress array variable could include a stress calculation that uses data from a load array variable.
In either case, if you want to show test data in a report, your test must include a data acquisition activity that will collect the data and save it to a variable.
Other variables
In addition to test data variables, reports can include other single-variable values that are not associated with data acquisition. For example, there are specimen variables (such as geometry type, diameter, and area) and system variables (such as test run name, user name, and test name) that you can add to your report.
Example: Add a Max Load Value to a Report Template
To include a max load value in a report, the data must be stored in a variable that will appear in the Reporter Add-In Single Variable Values list.
Note:
Signal and variable names used in the following example may vary depending on the type of MTS test software that is used.
1. If necessary, add the Max/Min DAQ activity in parallel with the command activity where you want to acquire data.
2. Configure the Max/Min DAQ activity:
a) Add the Load signal to the signal list. b) On the Reference Signal list, click Load. c) Select the Maximum Values check box. d) On the Save data to variables? list, click Yes, automatically map variables.
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The Maximum Load calculation value (derived from the Load signal in the Max/Min DAQ activity) is automatically mapped to the _LoadMaximum variable.
Note:
The automatic mapping process creates the _LoadMaximum variable.
3. Click Configure to verify that the Maximum Load Signal was automatically mapped to the _LoadMaximum variable.
4. When a report template is linked to the test, the _LoadMaximum variable will appear in the Single Variable Values list (under the Variables category). This allows you to add that variable to the template.
Example: Add a Calculated Stress Array Variable to a Report Template
To include calculated stress data in a report, the load data used to calculate stress must be acquired using a data acquisition activity and stored in an array variable.
In addition, a new stress array variable (that includes the stress calculation) must be created and the data acquisition activity must list the stress array variable in the Additional Variables to Calculate list.
Note:
Some MTS-supplied templates are preconfigured to include stress array variables and the data acquisition settings described below.
1. If necessary, add a DAQ activity in parallel with the command activity where you want to acquire data.
2. Select the DAQ activity and configure the DAQ properties:
Note:
Signal and variable names used in the following example may vary depending on the type of test software that is used.
a) Select the triggers that you want to use. b) Add the Load (force) signal to the signal list. c) Add additional signals as required.
3. On the Save data to variables? list, click Yes, automatically map variables.
The application automatically creates a new LoadArray variable and maps it to the Load signal.
4. Create a StressArray variable.
a) Display the Variables tab. b) Click the green Add new variable icon. c) In the New Variable window, type StressArray.
5. Configure the properties for the StressArray variable:
a) In the Type list, click Array of Numbers. b) In the Dimension list, click Stress. c) Select the Is Calculated check box. d) Click the [...] button to show the Calculation Editor window.
In the Functions area, double-click the Stress function.
In the Stress calculation, replace the forceArray text with the LoadArray variable and replace the
specimenArea text with the Area variable.
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6. Configure the data acquisition activity to run the StressArray calculation as load data is acquired.
a) Display the test procedure and select the data acquisition activity. b) On the Save data to variables? list, click Yes, manually map variables. c) In the data acquisition properties, click Configure. d) In the Additional Variables to Calculate area:
Select Signal Dependent Variables.
Use the arrow buttons to move the StressArray variable to the Additional Variable Calculations side of the window.
This ensures that the stress calculation is performed and saved in the stress array as new values of the Load signal are added to the LoadArray.
Using a Variable for the Report Location
Instead of defining a specific report location in which a report will be saved, you can use a variable to store the report location. By using a variable to store the report location, you can allow test operators to define where the test report will be saved as a step when they are running the test.
1. Create a new variable for the report location:
a) Select the Variables sub-tab of the Define tab. b) Click the green plus sign to add a new variable. The New Variable window appears. c) Enter the name ReportLocation as the variable identifier. d) Click OK. The variable is added to the list of variables on the Variables sub-tab.
2. Configure the properties of the new ReportLocation variable as follows:
a) Set the variable Type to Text. b) Set the Default Value to an appropriate default location in which the report will be saved. For
example, if you enter "C:\Users\[Your Name]\Desktop\MyAppendedReport.xlsx", a new Excel file
named MyAppendedReport.xlsx will be created and saved to your desktop. c) Set the Default Option to Use Previous Test Run Value. d) In the Availability section, select Pretest.
3. Configure the Test Run to use the ReportLocation variable as the report location:
a) Select the Report Templates tab. b) Select the desired report template. c) Select the cell for the report template under the Report Location column. d) Click the small Toggle icon that appears on the left side of the Report Location text field. This
changes the report location to a variable selection and changes the cell to a drop-down list. e) Expand the drop-down selection and select the ReportLocation variable.
4. At the end of the test procedure (or in the Finish section), add a Run Report activity.
5. In the Report Template section of the new Run Report activity, select the name of the report template in the Name drop-down list.
Note:
The ReportLocation variable will be identified in the name of the report template. For example, if you are using a default test template, the template name will appear as the following:
<Report Templates>\Default Test Run Report.xltx (Excel Workbook), "ReportLocation"
6. Add a new Input Variables activity that immediately precedes the Run Report activity.
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7. Create a custom Message for the Input Variables activity. For example, the text "Enter the location in which the report will be saved" would be appropriate.
8. In the Variable list, click the green plus sign icon. The Variables Selection window appears.
9. Move the ReportLocation variable to the list of selected variables on the right side of the window.
10. Click OK. When the test is run, the test operator will be prompted to enter a custom report location.
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Index

Index
_LoadMaximum 32
A
add a new worksheet 27 add array variable tables to the report template 22, 25 add specimens to report 25 add-in ribbon 17 analysis run 20 appear in list 24 append to existing worksheet 27 appending data 27 appending raw data 27 array variable table 22 array variables
adding to a report 22 assign test report template 19 available views 20
B
blocking settings 24
C
charts
add to report template 25 charts and variables 20 conventions 5 create 18 creating report templates 17 customize 31 customize report template 20, 29 customize saved report location 33
D
G
generate 17–18, 23–24 generate report 14 generate test report 30 generate without Excel 14 gernerate 30–31
I
insert raw data 26 insert rows 23–24 insert single variable value 20 insert table 22 insert values 23
M
manuals 9 Microsoft Excel
customize report template 29 generate report 30
MTS TestSuite report add-in 17 monitor views 26 MPE reports 17
N
names 31–32 no Undo command 18
P
precongured variables and settings 32 preview report 20 preview template changes 20
design reports 16
E
edit 19, 29 edit report template 17, 25 examples 23 Excel reports 16
F
form
problem submittal 12
R
report
generate in Microsoft Excel 30 report add-in 17 report location 27 report template
add runtime controls 26
create 19
open 19 report template tables 22 report templates 25 report variable properties 21
35
Index
Reporter Add-In 18, 20 reports
add specimens 25 create templates 18 design 16 edit template 17 generate 14 overview 14 preview 20 template 16
runtime controls
report template 26
S
sample test report 15 save data 18, 25, 30–31 select 19 select template
Excel 19 TestSuite 19
select test report template 19 support
phone 11 technical 9
system requirements 14
T
tables 25 technical support 9 template
analysis run 20 create 19 edit table 25 Excel and TestSuite 19 insert single variable value 20 insert table 22 open 19 report 17 test run 20
templates
create 18
test report
sample 15
test report template 19 test reports 14, 30–31 test run
generate report in Microsoft Excel 30
U
use in Excel calculations 22–24
V
variables 21–24, 31–32
36
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