Configuring Excel publish for the equipment list - SmartPlant Foundation - IM Update 46 - Help - Hexagon

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SmartPlant Foundation / SDx Version
10
SmartPlant Markup Plus Version
10.0 (2019)
Smart Review Version
2020 (15.0)

Once the publish schema has been created you can configure an Excel template to publish data into the data warehouse.

  • Define a view definition to expose the properties and relationships on the published equipment. This can be tested by relating an access group and then running a new ad hoc report. Existing published objects will be returned and all the properties and relationships populated.

  • Create an Excel template file. This should contain a table structure with columns to match the view definition properties.

  • Create a new Template document in SmartPlant Foundation and attach the file.

  • Create a new Datalist Definition to link the view definition, template document, and class definition to create and enter the publish details:

    • Check out the template document and run datasheet definer to map the view definition properties to the Excel cells.

    • Check in the template document.

    • Test the load using the SmartPlant > Excel Publish option.

    • Configure specific Excel Publish methods if you want to control which users publish what type of template, and so on.