Working with Microsoft Excel - SmartPlant Foundation - IM Update 48 - Help - Hexagon

Allows you to load data created or edited in a Microsoft Excel spreadsheet, compare the data with existing data, create a new document with the same name as that of the Excel file from which the data is being loaded, and attach files to that document.

Excel file - Selects the Excel file to import. Click to select the file.

You can import a Microsoft Excel 97-2003 spreadsheet (.xls) or Microsoft Excel macro-enabled spreadsheet (.xlsm) or Excel Microsoft Office Open XML spreadsheet (.xlsx).

Template - Selects the template document to use when importing an Excel file. Click to select the file.

Import Document - Stores the spreadsheet in SmartPlant Foundation attached to a new document that is named after the spreadsheet. You can change the name in the new document form if required.

Run Compare - Compares the data in the Excel file to the existing SmartPlant Foundation database. If Import Document is not also selected, the Compare Scope options are enabled to indicate if the compare should be done by object or by a selectable Container ID. A View window appears showing the comparison results between the imported data and the data that already exists in SmartPlant Foundation.

Add objects to New Items window - Places objects imported from the Excel file into the New Items window.

Main Details

Name - Creates a document with the name specified.

Description - Creates a document with the description specified.

Details

Title - Creates a document with the title specified.

Status - Creates a document with the configured status. This is configured as a read-only field by default.

Owning Group

Item owning group – Associates the selected owning group to the document being created.

Revision Details Section

Revision scheme - Creates the document with the selected Revision Scheme.

Major Revision - Creates the document with the Major revision specified. By default, this file is automatically populated based on the selected Revision Scheme.

Minor Revision - Creates the document with the Minor revision specified. By default, this is automatically populated based on the selected Revision Scheme.

Displays the comparison results between the imported Excel file and the existing SmartPlant Foundation database.

Results tree - Displays the objects imported in a tree view. You can click an object in the tree view and see the comparison results in the Details window.

Excel View - Displays the import in an Excel spreadsheet.

Invalid - Displays data that is invalid in red. Data that is invalid cannot be imported into SmartPlant Foundation. You can expand the node and point to the child node to display a ToolTip that explains why the data failed validation and cannot be added to the database.

New - Displays data that is new in grey. New items are created in SmartPlant Foundation.

Different - Displays data that is different in pink. Data that is different is merged into SmartPlant Foundation.

Identical - Displays data that is identical in green.

Details - Displays the comparison results when an object is selected in the Results tree.

Displays a summary of the Excel import results.

Import Results

Name - Displays the name of the imported Excel file.

Container - Displays the name of the container in which the objects are stored.

Created objects - Displays the number of new objects created during import.

Updated objects - Displays the number of existing objects updated during import.

Processed instructions - Displays the number of instructions executed during import.

Unchanged objects - Displays the number of existing objects that were not changed during import.

Failed objects - Displays the number of objects that failed to create or update during import.

Process time - Displays the total amount of time of the import process.

Select a file to use as a template. The contents of the List view are exported to Excel using the selected file as a template.

Allows you to publish data created or edited in a Microsoft Excel spreadsheet, compare the data with existing data, create a new document with the same name as that of the Excel file from which the data is being publish, and attach files to that document.

Excel file - Selects the Excel file to publish. Click to select the file.

Template - Selects the template document to use when publishing an Excel file. Click to select the file.

Publish Window

Identification Section

Last Published – The date on which the document or documents were last published.

Name – Creates the document with name as [Name of Excel file selected]_[Name of Template selected].

Source – The authoring tool in which the document is created (Excel).

Type – Type of document or documents selected.

Configuration Section

Revision scheme – Creates the document with the selected revision scheme.

WorkFlow – Publishes the document into the selected workflow.

Operation – Operation to be performed on the document, such as Publish, Batch Publish, or Background Publish.

Property

Name – Name of the object.

Description – Object description.

‘Last In’ Value – Last published value of the property. One column per tool that published the same object with the values last published by those tools for the properties.