Define the Layout of a Tabular Format Report Template - Intergraph Smart Electrical - Help - Hexagon

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You can edit your tabular format report template in Microsoft Excel and specify how the labels and data are displayed.

  1. On the Add-Ins tab of the Excel sheet, select Options .

  2. In the Report Options dialog, choose the size of your report header by setting a value in the Rows in report header option.

    • The header is part of the tabular format report template where data is not mapped based on rows. That is, you are free to type a label and map report item properties anywhere in the lines that you designate for your header.

    • The header is a good place to put information that applies to all the items in your report, such as Unit or Plant Name.

    • Also, you can add graphics in your report header.

    • Be sure to include space in your header for the labels of your columns.

    If an item property is added in the header and more than one value for that property exists (including null values), separate tabs will be created in the generated report for each common value; for example, if items of equipment appear in a report with the Number of Trays property shown in the header area, where vessels have 2 or 3 as the number of trays and where trays are not applicable for other equipment items, three tabs will appear in the report: one for items having 2 trays, one for items having 3 trays, and one for items that do not include the Number of Trays property (null value).

  3. Choose the number of empty lines that you want between rows in your report. Each row is filled with properties for one item.

    Some report templates, for example some Line List reports, designate two rows of data for each report item and then an empty row.

  4. If you want to sort the map properties, under 'Map Properties' sort order, select Ascending or Descending.

    • When sorted in ascending or descending order, the properties that have sub-properties appear first sorted alphabetically, followed by the properties that do not have sub-properties, sorted alphabetically.

    • For a summary report, the list entry Report Item Group Total that appears at the lowest level is always at the bottom of the list, regardless of the sort order selected.

  5. Select OK to close the Report Options dialog.

  6. Complete general labels and graphics, if needed, in your header.

  7. Complete column headings in the last row of your header.

  8. Select a cell in your report template where you want to map a particular property.

    SHARED Tip This cell can be either in the body of the report or in the header.

  9. Choose the property that you want to map to your cell from the Map Properties menu. The items on this menu are chosen when you define the contents of your template. For more information, see Define the Contents of Your Report Template.

    • You only have to map each item property once in the template. Values of the properties for all the items will appear in subsequent rows in the generated report and will follow the format you map for the first instance of the item.

    • Only one property can be mapped to a given cell, although the same property can be mapped to more than one cell.

  10. Repeat the previous steps until you have mapped all the properties that you want to include in this report template.

  11. Save the template and exit Microsoft Excel.

  • The file location of plant-level report templates is specified in Options Manager.

  • For PID users, the file location of user-level templates is defined on the Files tab of the Options dialog (Tools > Options).

  • If you add any property value in a cell belonging to a row allocated as part of the header, a new Microsoft Excel worksheet is created and the header is saved on the new sheet because the entire header no longer fits in the space allotted on the first sheet. You can customize the number of rows in the report header by using the Options command on the Add-Ins tab and choosing a larger value in the Rows in report header option in the Report Options dialog.

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