Import the Process Equipment Type Catalog from Excel

The Process Equipment Type Catalogue can be imported from an Excel spreadsheet. It can also be imported from another AVEVA Instrumentation project (see below).

Note: Importing a process equipment type that already exists in the project will not change details of process equipment previously created using that type. Only process equipment subsequently created will be affected.

1. To import from a spreadsheet, select Import from Excel.

   The Select excel workbook to import window is displayed:

   

2. Select the required file, and click Open.

   If the selected file consists of more than one sheet, select the sheet that data is to be imported from, for example:

   

   The Import Fields window is displayed:

   

   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.

   The Excel Column Name section displays the names of the columns in the spreadsheet. The AVEVA Instrumentation Field section displays the Instrumentation fields they are mapped to.

3. To map an Excel Column to an AVEVA Instrumentation database field, click within the AVEVA Instrumentation field (adjacent to the relevant Excel Column Name field), and select the required AVEVA Instrumentation field from the dropdown list.

4. To exclude a field from the import, select Clear in the grid against the field to be excluded, or select the blank entry from the mapping dropdown list.

   Note: AVEVA Instrumentation automatically checks each Excel Column Name from the first row in the Excel worksheet against field names in the AVEVA Instrumentation database (if not found then the field Captions—as set in the Grid Manager). If a match is found, AVEVA Instrumentation automatically adds the Field Name to the mapping list. Select a different field from the mapping list if required.