Datasheet

A datasheet must be created below a DSIGRO element, to create a Datasheet Instance (DSINST) element, right click the DSIGRO element in the Database Explorer, select New then DINST: Datasheet Instance.

The datasheet instance is created with a default name, the attributes and properties of the datasheet are displayed in the current editor element.

Properties of the datasheet

On the Home tab, in the Datasheets group, click Datasheet, select New from the drop-down list to display the Datasheet window.

Or, on the View tab, in the Datasheets group, click Datasheet, select New from the drop-down list to display the Datasheet window.

All of the tasks that a user would carry out that are associated with the creation or modification of a datasheet are initiated from a central window which acts as a task hub.

Depending on selections made in the Datasheet window the user will be presented with further prompts requiring user input, allowing the workflow to continue.

From the Datasheet window, the user must select a datasheet template, name and tag for the datasheet. The Misc attributes of the optional, populate as required.

Select a datasheet template form the list of available templates, see Datasheets for further information.

Enter a name for the new datasheet or use the autonaming functionality.

Note:
Names must not contain spaces.

To specify the engineering tag item from which the datasheet is to be created. Select Browse, the Reference Picker window is displayed.

From the list of displayed engineering tag items, select the required engineering tag item, then click Add. The Reference Browser window is displayed.

Select the engineering tag item, click OK.

Or

Click Cancel to discard any inputs and close the Reference Browser window. From the Datasheet window, click OK to create the new DSINST element.

The new DSINST element is displayed in the database explorer and the datasheet is displayed alongside the CE editor.

Modify datasheet

Tag attributes displayed in the grid can be modified and the corresponding attribute in the datasheet is then automatically updated to reflect the modification and vice versa.

Open datasheet

On the Home tab, in the Datasheets group, click Datasheet, select Open from the drop-down list to display the Datasheet window.

Or, on the View tab, in the Datasheets group, click Datasheet, select Open from the drop-down list to display the Datasheet window.

The Open tab of the Datasheet window is populated with existing datasheets. Click to highlight the required datasheet, click OK to display the required datasheet. Or click Cancel to discard any inputs and close the datasheet window.

Datasheet revision

Datasheets which have been revised can be viewed and opened, on the Home tab, in the Datasheets group, click Datasheet, select Open Revisions from the drop-down list to display the Datasheet window.

Or, on the View tab, in the Datasheets group, click Datasheet, select Open Revisions from the drop-down list to display the Datasheet window.

The Revisions tab of the Datasheet window is populated with existing datasheets which have been revised. Click to highlight the required datasheet, click OK to display the required datasheet.

Edit datasheets

The common functionality to edit a datasheet, such as Cut, Copy, Paste Undo and Redo is available to the user for selection from the Clipboard group and quick access toolbar.

Publish datasheets

Datasheets and lists can be published to a variety of formats:

• Print a hard copy.

• Export as Excel.

• Export as PDF.

• Publish to AVEVA Asset Information Management.

Print a hard copy of a datasheet or list

On the Project tab, select Print then Print Datasheet or Print List.

Export as Excel

A current list or datasheet or a selection from the database can be exported to Excel for example: Current Datasheet.

On the Manage tab, in the Import/Export group, click Excel Export Wizard, select Current Datasheet, export the current datasheet in an excel format to any location.

Export as PDF

A current list or datasheet can be exported to pdf for example: Current Datasheet.

On the Manage tab, in the Import/Export group, click Pdf Export, select Current Datasheet, export the current datasheet in a pdf format to any location.

Publish to AIM

A current list or datasheet can be published to AVEVA AIM, for example: Current Datasheet.

On the Manage tab, in the Integration group, click Publish to AVEVA AIM, select Current Datasheet.

The datasheet can be published as MHTML format to any staging area specified by the user. See Import and Export for further information.

Import datasheet or list

Datasheet or lists can be imported and then compared with currently opened datasheet. To import and compare a datasheet. On the Manage tab, in the Integration group, click Excel Import, select Import.

From the displayed Open window, select the datasheet to be imported and compared with the current datasheet.

All of the mappings from the imported datasheet are compared with the current datasheet and displayed in the displayed Datasheet Import window.

The highlighted rows are the imported mappings which differ from the current datasheet mappings, the differences are also highlighted in the datasheet.

To update the current datasheet to reflect the mapping differences, from the Datasheet Import window, select the Accept check box alongside the highlighted row. Then on the Manage tab, in the Integration group, click Excel Import, select Current Datasheets then Update from the drop down list.

Once the mappings that differ are updated, the status column is added to the Datasheet Import window.

If required the user can refresh the datasheet (that is the imported datasheet is compared to the current datasheet and the Datasheet Import grid is automatically repopulated).On the Manage tab, in the Integration group, click Excel Import, select Current Datasheet then Refresh.