Generate and edit an instrument data list offline - SmartPlant Foundation - IM Update 48 - Help - Hexagon

What's the difference between an online and offline data sheet or data list?

1. Click Datalists > Instrument Lists Offline, and then select the type of instrument list that you want to generate.

2. Select a download directory for the offline data list.

3. Browse to the new data list, and open it in Excel.

4. In Microsoft Excel, click Enable Content to run the macros associated with this data sheet, if prompted. For more information, see Edit Microsoft Excel security settings for data sheets and data lists.

5. Complete the information in the data list as necessary. Do not use special characters in mapped property names.

   Data sheet and data list basics

   The following table provides information about the icons that are part of the data sheets and data list functionality.

   Template icon	Details
   	Show History displays the changes made in the current edit session. Changes are indicated by a red triangle in the upper-right corner of a cell. Rest the cursor over the triangle to view changes.
   	Properties expands the task pane and displays the properties for the active cell.
   	New creates a new object in a data sheet or data list.
   	Delete deletes an object from a data sheet or data list.
   	Relate searches for similar objects, adds them to the data list, and relates them to the parent object.
   	Save saves changes to the online data sheet or data list to the SmartPlant Foundation database. You cannot save when you are editing offline. To save an offline data sheet or data list, click File > Save in Microsoft Excel.

   

   • You can change the transparency level of the task pane by using the Opacity control below the properties display.

   • To move the task pane, click the logo and drag it to another position.

   • In SmartPlant Foundation Desktop Client, click Find > Data sheet Documents to find data sheet documents.

   • Do not use special characters in mapped property names. Special characters include: | . - ! ? + ' % , ; & ~ * < >.

   Adding values to data sheets

   • Properties with defined enumerated lists display as a list of values that you can choose. Click the box, and then select the correct entry from the list.

   • Depending on how the data sheet template was configured, you can define the unit of measure (UOM) for the entire row by entering a value in the Units column, or you can define a unit of measure for any particular value.

   • For options that require a UOM, select the UOM from the list first, and then provide the applicable value.

   • The data sheet can be configured to use a group of radio buttons for enumerated properties rather than a list.

   • For options that require text, click the box, type the appropriate text, and then press ENTER.

   Adding values to data lists

   • Properties with defined enumerated lists display as a list of values that you can choose. Click the box, and then select the correct entry from the list.

   • Option buttons are supported in the spreadsheet. The data list can be configured to use a group of option buttons for enumerated properties rather than a list.

   • For options that require text, click the box, type the appropriate text, and press ENTER.

   • For options containing a list, click the box, and then select the correct list entry.

6. Click New on the task pane, and complete the row with the required information for the new object.

7. Click File > Save in Excel to save changes.

8. Load the changes back into the SmartPlant Foundation using the Loader command in the Desktop Client. For more information, see Load offline data sheets and data lists.