Exercise 1 – AVEVA Tags User Interface – Basic Overview
6.2 Excel WorkSheet Import – A Worked Example
This example describes the use of the Excel Import function in AVEVA Engineering Tags to import Excel Worksheet files e.g. Equipment List to the Dabacon database (Engineering Database).
To start the Import Process;
Close allp re viousAVEVA Engine e ring-Tagsse ssions.In a separate session enter AVEVA Engineering-Tags module as MECHENG user with the following details: Username:A.MECHENG; Password:A; MDB:A-TAGS
Open “Equipment List” list view from the Mechanical category.
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Click on the“Manage”tab and then select theExcel Importoption in the Import / Export group as highligeted:
The “Select File to Import” dialog is then displayed. Navigate to the folder containing the excel file, select the Excel file and clickOpenbutton to display theExcel Interface Wizard- Importdialog.
Ex ce lfile willb e p rovide d b y th e traine r.If no Configuration Name exists, user(s) may enter their preferred name; In this case enter “EQUIP LIST TEST”.
If Configuration Nam e e x ists; it willb e availab le forse le ction from th e Configuration Nam e drop -down m e nu.Click on the “Look In” drop-down to select where the configuration file is stored, in this example select “Product”.
Configuration Nam e isnot m andatory , it isonly re quire d if th e use rne e dsto th e save th e Configurationsforfuture use .
Option Default folder location
Use r C:\AVEVA\Plant\Data12.1.SP4\p dm suse r\<Proje ct>\Data\Ex ce l Proje ct C:\AVEVA\Plant\Proje cts12.1.SP4\<p roje ct>\<p roje ct>dflts\Data\Ex ce l Com p any C:\AVEVA\Plant\PDMS12.1.SP4\PDMSUI\dflts\Data\Ex ce l
Select the preferred “Data Mode” to use for the import, in this case “Element Type” radio button is selected by default.
Forde tailson h ow to use Datab ase Vie w(s) Data Mode p le ase re fe rto PDMS De sign Com m on Functionality Use rGuide .www.aveva.com
The Import Wizard will attempt to match the imported element type that each worksheet contains to the database element type, if the same element type names exist.
If the “Excel Interface Wizard- Import” made no element type suggestion or made an inappropriate suggestion. The user must select the required Element type from the “Element Type” drop down list.
To de le te orre m ove any row, se le ct th e de sire d row and th e n se le ct th e de le te icon to re m ove th e row.To continue click on theNextbutton from “Worksheet and Element Type Configuration” dialog to display the “Column and Attribute Configuration” dialog as shown:
Th e “Column and Attribute Configuration” dialog allowsuse rsto sp e cify th e e le m e nt to up date during th e im p ort p roce ss.In the “Attribute row”, map the data (attributes) contained in the excel import file to the required Engineering database attribute which will be populated or updated.
To do this:
Select the desired element type and click in the Attribute cell. For each column a drop down list of the valid attributes will be displayed. Select the desired database attribute from the drop down list as shown below:
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Once the required configuration inColumn and Attributehas been completed, click on theNextbutton; the Configuration Optionsform is then displayed.
To remove carriage return from text attributes, click the checkbox. In this example the checkbox should not be unchecked.
Th e Configuration Op tionsForm allowsre m ove carriage re turn from th e te x t attrib ute s.To continue click on theNextbutton from “Configuration Options” dialog to display the “Save Configuration Changes” dialog
To save the configuration check the “Save the Configuration” check box.
If a configuration nam e was p re viously e nte re d in “Ch oose a Configuration”form , th e sy ste m de faultsto th e e x isting nam e .Click theFinishbutton. The Excel Wizard then scans the Dabacon database and determines what changes will take place if the import is confirmed.
If th e im p orte dwww.aveva.com
Th e Acce p t /Re je ct Form isonly disp lay e d if Ele m e nt Ty p e Data Mode isse le cte d from Ex ce lInte rface W izard- Im p ort form . Th e form isdisab le d if th e use rse le ctsDatab ase Vie w data m ode .Select theAccept/Rejecttab to review all the imported data as shown:
Check the “Accept All” check box to accept all the required changes or updates as shown.
User (s) can reset the Accept/Reject Grid feedback colour to any preferred colour, by selecting Feedback Colours option form by right –clicking the submenu as shown below.
To start the import process, click theOKbutton from the “Accept/Reject” tab. Import progress dialogue will then be displayed indicating the progress of the import as highlighted.
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The import data are then displayed in the specified list e.g Equipment List.