After creating tags, generate a data list with those tags. Use the following procedure to export the tags into an editable data sheet.
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Click Query > MTR > Authored Tags, and provide specific search criteria to find the tag or tags that you want to include in the data sheet for editing.
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From the list of results, select the tag or tags for which you want to generate a data sheet.
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Right-click the selected tags, and click Generate MTR Datasheet.
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In the Generate MTR Datasheet dialog box, select the appropriate data list definition, and click OK.
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Select a location where you want to save the data sheet so that you can open and edit it.
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In the File name box, type a name for the data sheet, and then click Save.
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By default, the data sheet name is saved as <Template file name> in .xlsm format.
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The data sheet can be accessed, reviewed, and edited by other users without using SmartPlant Foundation. The file can be moved as necessary.
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For more information on generating a data sheet, see Generate and edit a data sheet offline and Loading Tags Work Process.