Import Terminations from Excel

Terminations can be established by importing their details from an Excel spreadsheet.

The Excel Spreadsheet

• The Excel spreadsheet must be in a simple tabular format (columns and rows) and the first row should contain unique column names (headings) so that AVEVA Electrical can identify the column's data. The column names are user definable but must not be duplicated. AVEVA Electricall will only import column data that contains a heading,

• The Excel file must contain the following columns: Cable Number, Core Marking, Parent Equipment Number, Equipment Number, Terminal Marking and Left or Right.

• Once an Excel spreadsheet is selected for import, users must 'map' each Excel column name (heading) to an AVEVA Electrical database field using the AVEVA Electrical import utility. Data can then be imported into AVEVA Electrical. The import utility will check if the identity column field exists in mappings.

• While processing records to be imported, if a record already exists in the database the application will show the differences between the imported data and the AVEVA Electrical data, allowing the user to accept/reject the proposed changes on a record by record (and field by field) basis. If the record does not exist in AVEVA Electrical and the user accepts the importation of the record, AVEVA Electrical will create a new record for that drawing or catalogue item.

The Import Procedure

1. Open the Equipment View, Equipment List or Cable Schedule. Select Terminations from the Import section of the Manage tab.

2. The Terminations Import Wizard window is then displayed:

   

3. Click Browse and select the Excel file from which data is to be imported. Click Next >.

   

   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.

4. The next window shows all the columns in the Excel spreadsheet to be imported. Select an existing Field Mapping (if one for this Import type exists) from saved mappings list, or use the automatic mappings created by AVEVA Electrical and make changes to these mappings (if required).

5. Excel Column Name fields display the names of the columns in the spreadsheet. The AVEVA Electrical Field fields displays the AVEVA Electrical fields they are mapped to.

6. To map an Excel Column to an AVEVA Electrical database field, click in the AVEVA Electrical Field field adjacent to the relevant Excel Column Name field, and select the required AVEVA Electrical field from a drop-down list. To exclude a field from the import, click Clear button in the grid against the field that needs to be excluded or select the blank entry from the mapping drop-down list.

   Note:
   AVEVA Electrical automatically checks each Excel Column Name from the first row in the Excel worksheet against fields names in AVEVA Electrical Database (if not found then field Captions - as set in the Grid Manager). If a match is found then AVEVA Electrical automatically adds the Field Name to the mapping list. The user can select a different field from the mapping list if required.

7. Sets of column-field mappings can be saved and re-used for future imports. Define the required mappings as described above, then select the New command button. The Mapping Name and Description fields are then displayed and the New button is replaced by a Save button.

   

8. Once the name and description for the mapping have been entered, click Save. The mappings will be saved and added to the Saved Mappings list.

   Note:
   Data can also be imported by just clicking on the Import button. However it may save time to save the mappings if an import with those mappings is to be performed again.

9. Once the mappings have been set up, click Next >.

10. A list of terminations in the spreadsheet that will not be imported because they are invalid in some way in then displayed, along with the reason that they are invalid:

    

11. Click Next >.

12. A list of valid terminations is then displayed:

    

13. Click Import to proceed with the import. The import then takes place and the terminations detailed in the spreadsheet are established. After the import is complete, a log of the imported terminations is displayed:

    

14. Click Close the exit the import wizard.