Import Datasheets

To import a datasheet into Engineer the following is mandatory:

• The Excel spreadsheet must be identical in layout to a Datasheet Form Catalogue definition previously defined in Datasheets (ideally it would be exported from the AVEVA Instrumentation project using the Export to Excel option on the Manage tab).

• The Excel spreadsheet file name (.xls) must be identical to a previously created datasheet in the Datasheet List (the datasheet file name is in the format 'DocNo-Sheet' - that is: the document number + '-' + Sheet Number).

• The Excel spreadsheet file must reside on an accessible disk (either on a network, local hard disk or removable drive). Furthermore, if multiple spreadsheet files are to be imported it is recommended that they all reside in same directory/folder.

  Note:
  The easiest way to satisfy the above criteria is to create the datasheet using the Electrical Engineer application (this will satisfy the first two criteria above), then copy the created Excel spreadsheet to a directory for editing in Excel.

To import an Excel datasheet:

1. With the Datasheets List open, click From Excel in the Import section of the Manage tab.

2. The Datasheet(s) Import window is then displayed:

   

   Note:
   The entry in the Datasheet folder field defaults to the folder selected during the last import.

   Note:
   To minimize the possibility that data currently being worked on by another user may be affected by an import, a list of the users working on the current project is available from the UserCount link. The number of current users is displayed next to the link. This total includes the user performing the import.

3. Click the button to the right of the Datasheet Folder field to display the Browse for Folder window.

   

4. Select the folder that holds the Excel spreadsheets and click OK. The Datasheet(s) Import window refreshes and displays a list of valid spreadsheets in the selected folder.

   Note:
   In this context a valid datasheet spreadsheet means the Excel spreadsheet file name (.xls) must be identical to a previously created datasheet in the Datasheet list.

   

5. To select a spreadsheet to import, select the Import checkbox (on left of each Datasheet filename) then click Import. To import all spreadsheets check the Select All checkbox above the list then click Import.

6. Clicking Import processes each selected spreadsheet and displays a detailed list of proposed changes, for example differences between data in the spreadsheets and the current database.

7. To cancel without importing click Cancel.