Import a Multi Worksheet Excel File up to here

The following example illustrates the use of the Excel Import function from Schematic Model Manager to import Equipment and related Nozzles from one Excel file, containing one worksheet for each element type. The operation and use of this feature is the same regardless of the module you are using.

The following conventions when importing new elements to a Dabacon database should be noted.

Any reference to the name of an element should be preceded by a forward slash (/). For example:

/F9001

This applies to the Name of the element and to any references to the owner of an element.

The owner of an element in an import file must either exist in the import file, or already exist in the Dabacon database.

At the point where this example begins the schematic database contains one SCGROUP element named /Equipment.

1. Open the Excel Import wizard either from the File menu or by using the Excel Import toolbar.

   A file selection window will open, navigate to the folder containing your import file and select it by clicking on it.

   

2. Click Open to display the Excel Interface Wizard - Import window.

   

3. The Look In option has the ability to open configuration from shared or personal areas, the pull-down list is User, Project and Product.

4. If configurations exist these will be available for selection from the Configuration Name drop-down menu.

Element Type

5. Select the Element Type radio button and click Next to display the Worksheet and Element Type Configuration window.

   

6. Where an import file contains multiple worksheets this window allows the worksheets to be imported to be selected.

7. Once a worksheet has been selected by checking the Include checkbox the element type that each worksheet contains can be selected.

   In this instance the worksheets have been named to match the name of the schematic element types which they contain. This has allowed the Import Wizard to automatically suggest the element type that each worksheet contains. If this was not the case the element type could be selected, or changed if the Import Wizard has made an inappropriate suggestion, by clicking in the Element Type box. A drop-down list of the valid element types for the Dabacon database type would then be shown.

   

   It is not necessary however in this example to change the element type automatically suggested by the Import Wizard.

8. Click Next to display the Column and Element Configuration window.

   

   For each of the selected worksheets this window allows the action which will be taken during an import to be defined, and the attribute in the Dabacon database which will be potentially populated or updated selected.

   For the worksheet SCEQUIPMENT the Import wizard has suggested that the worksheet columns Name and Description be mapped to the SCEQUIPMENT attributes NAME and DESC. This has been done by matching the column header in the worksheet against the attribute of the chosen element type.

   These suggestions may be changed if they are inappropriate.

   These may be mapped by clicking in the Attribute cell for each Column where a drop-down list of the valid attributes will be displayed. Alternatively if the attribute name is known it may be typed into the Attribute cell. Pseudo attributes are in the drop-down list and must be typed into the Attribute cell for a comparison to take place between the Excel workbook value and the database.

The worksheet Column PDMSGroup will be mapped to the OWNER attribute.

In this example the worksheet columns PDMSGroup and DisplayTag have not been automatically matched.

The worksheet Column PDMSGroup will be mapped to the OWNER attribute.

The worksheet column DisplayTag will be mapped to the schematic element attribute DISTAG.

The Update All check box is checked as all of the columns in the worksheet SCEQUIPMENT will be included in the import.

If some columns were not required they could be ignored by the Import by un-checking their Update column.

For the SCNOZZLES worksheet the wizard has again suggested some column to attribute mappings. (Name to NAME and Description to DESC).

These are correct and do not need to be amended.

The worksheet column PDMSOwner must be mapped to the OWNER attribute.

To continue with the import click Next to display the Configuration Options window.

You can choose to remove any carriage return characters. Also NAME and OWNER will have the "/" added so that they import even if the / is not in the spreadsheet.

The Excel Import / Export Wizard can handle DateTme UDAs in both the import and export.

If a column has been mapped to a Dabacon Attribute or UDA that is of DateTime Type a new check box will be seen on the Configuration Options window. It will not be shown if there are no DateTime attributes mapped.

The local time adjustment is important as the attributes in Dabacon can be either local time or UTC.

If the check box is unchecked during the import DateTimes will be imported as shown in the Excel spread sheet and no local time adjustments will be made.

To continue with the import click Next to display the Save Configuration Changes window.

For the purposes of this example the Configuration will be saved to be used again.

You can choose in the Save In option from User, Project or Product as the save location defaults to User.

To save the configuration check the Save the Configuration check box and provide a configuration name.

Click Finish.

At this point the Wizard scans the Dabacon database and determines what changes will take place if the import is confirmed.

If the database is large a progress bar may be shown indicating the progress of the database scan.

A listing of the potential changes is shown. No changes are made at this point, and the import may be cancelled without affecting the contents of the Dabacon Database.

The Accept/Reject Wizard window will now be displayed:

The Items Tab shows all of the items contained in the import file. The content may be sorted or filtered by clicking the column headers.

The following columns are displayed:

A right click menu is provided on the rows.

This provides the following:

The content of the Accept/Reject Tab may be sorted or filtered by clicking the column headers.

The Accept/Reject Tab displays the following information.

After reviewing the Items and Accept/Reject tabs the import may be completed. In this case all items in the import file will be selected for import by clicking the Accept All check box.

The colour of the Accept/Reject grid content will change to indicate which rows will be imported. In this case all rows are to be imported so all rows are shown in green.

Click OK to start the import.

After this point it will not be possible to undo changes made during the import. Unless the PDMS session is exited without performing a savework.

An import progress dialog will be displayed indicating the progress of the import.

When the import is complete an Errors and Warnings and Summary will be available.

The Equipment and Nozzles have now been successfully imported into the schematic Database.

Database View(s)

Select the Database View(s) radio button and click Next to display the Worksheet and Database View Configuration window.

Where an import file contains multiple worksheets this window allows the worksheets to be imported to be selected.

Once a worksheet has been selected by checking the Include checkbox, the Database View that each worksheet contains can be selected. To select a Database View, click to the right of the Database View column in the selected row to display the window.

When the Database View column is populated, click Next to display the Excel and Database View Column Configuration window.

For each of the selected worksheets this window allows the action which will be taken during an import to be defined, and the attribute in the Dabacon database which will be potentially populated or updated selected.

These are mapped by clicking in the Database View Column cell and selecting an attribute from the drop-down. The Database View Column Description column is read only and is populated automatically when the Database View Column is mapped.

To continue with the import click Next to display the Configuration Options window.

The user can choose to remove any carriage return characters. Also NAME and OWNER will have the "/" added so that they import even if the / is not in the spreadsheet.

To continue with the import click Next to display the Save Configuration Changes window.

The user can choose in the Save In option from User, Project or Product as the save location defaults to User.

To save the configuration check the Save the Configuration check box and provide a configuration name. Click Finish to start the import.

After this point it will not be possible to undo changes made during the import. Unless the PDMS session is exited without performing a savework.

An import progress dialog will be displayed indicating the progress of the import.

When the import is complete an Errors and Warnings and Summary will be available

Choose a Database View

The Choose a Database View window allows the user to select a Database View. Refer to the Administration/Lexicon User Documentation for further information.