Map Database Fields to Datasheet Cells

The Datasheet Design window is used to add or modify the Database field to workbook/worksheet cell mappings for each form definition in the Datasheet Catalog.

To display the window, elect the form definition from the Datasheet Form Catalog Grid and click the Open option in the List Tools - Datasheet Catalog tab.

The window shows the datasheet form layout as previously created using Microsoft Excel.

There are two main areas on this window: Datasheet Layout and DataLinks List View.

Datasheet Layout

The left-hand area contains the spreadsheet layout and shows each cell as previously defined in Microsoft Excel. The layout cannot be changed here.This must be done using Microsoft Excel. The grey colored cells indicate which cells have been mapped (or linked) to a Database field.

Note:
To see which DataLink (field) is mapped to a particular cell, click in the cell and the list view will highlight the DataLink in the DataLinks List View (see below). The feature works only when the Used checkbox is checked in the DataLinks List View.

DataLinks List View

The right-hand area contains a list of all DataLinks (Database fields and properties) previously defined in AVEVA Instrumentation. This list is used to map cells on the datasheet template, to fields and properties within AVEVA Instrumentation for data transfer.

• Fields from the following tables are available:

  • DSheets, for example: Document No, Rev, Sheet No., UserField1, UserField2 etc.

  • Instrument List, for example: Instrument Tag Number, Instrument Service, Manufacturer, Model Number etc.

  • ProjectData, for example: Project Name, PlantName, Plant Location etc.

  • LoopList, fields for displaying properties of the loop the instrument is allocated to, Loop No, Loop Service etc.

  • WorkPacks, for example: Work Pack Number, Work Pack Description etc.

  • InstProcessData>PlantConnection, these fields store data related to items of process equipment created in the Instrumentation Process EngineerProcess Engineer Module and associated with an instrument.

    Note:
    Fields for both process equipment and process lines are stored in this table. Ensure that when selecting a field it is relevant to the type of item (equipment or line) in question.

  • ProcessProperties>PlantConnection, these fields store data related to process lines created in the Instrumentation Process Engineer Module and associated with an instrument.

    Note:
    The maximum number of Plant connection DataLinks of each type is specified when a form is defined.

• New properties and the fields to be used to represent them can be User-defined for equipment. For details, refer to Add New Property Definition. See also the New Properties button (described below).

• The Print button in this window prints the datasheet form with Datalink mappings.

• When this window is first displayed, the DataLinks List View shows used DataLinks only.

• Sort the lists by clicking on the column header (for example, In figure above: "Table" sorts by Table name, "Field" sorts by field name, "Tag" sorts by tag name etc.).

• Whether used or unused DataLinks are displayed is controlled by the Used checkbox. To view only unused DataLinks, uncheck the Used checkbox. To display both used and unused DataLinks, clear the Used/Unused filter by clicking on the "clear filter criteria" button next to the Used checkbox.

Map a DataLink to a Cell

Note:
Data should be mapped to the Instrument List, Process Data and Datasheet/Revs List first. Once these common fields are mapped, then map any remaining cells to the Generic fields in the DSHData table. DSHData is used a generic Database location for all datasheet information that lies outside Process Data and Instrument List data. These fields can have their captions renamed for each specific datasheet form type so that Users can identify their contents when importing data for viewing multiple tag data using the Browse Data by Form Type list (see View Data by Form Type).

Drag the required DataLink from the Fields list to the desired cell and drop the DataLink onto the cell. If the mapping is successful the cell will become grey.

Note:
If the DataLink is for the first (Tag1) of a multiple tag datasheet then the dragging and dropping of a Tag1 field will auto-assign all other DataLinks of the same field name if both Tag1 TagNo and Tag2 TagNo fields are already mapped.
For example, if you drag PressureMax for Tag1, if the Automatic Copy for Multiple Tags checkbox (at the top of the window - only displayed for form definitions with multiple tags) is checked, then Instrumentation Engineer will attempt to assign DataLinks for PressureMax to Tags 2, 3 and 4 also, using the row/column offset between Tag1 and Tag2 to offset the other fields. The feature makes assigning mappings for multi tag datasheets far more efficient.

Note:
It is recommended that the DataLink list view is sorted by Field to more easily identify the fields being mapped.

Note:
If a picklist is assigned to a field in the Grid Manager (for details, see the AVEVA Instrumentation Common Functionality User Guide), the picklist will not automatically be available for that field when mapped to a cell in a datasheet. The picklist must still be assigned to the cell using the facilities described below (see Assign a PickList to a Cell).

Unmap or Unassign a Mapped Cell

Right-click on the cell to display a menu, and select the Delete DataLink option.

Note:
Multiple cells or ranges can be selected and multiple Datalinks deleted from using this option (hold the Ctrl key down to select multiple cells).

Command Buttons

Once saved, the new or modified Catalog Form is ready to be used on the Project. It is recommended that the mappings be tested thoroughly prior to use on a Project.

Note:
Users should not modify these cell/field mappings for a datasheet type at the same time other Users are accessing datasheets of the same Catalog type.

Change Field Captions for Instrument Properties

When mapping cells from the Instrument Properties table, Users can define their own field captions for when AVEVA Instrumentation displays the data outside the normal Datasheet view. The Browse by Form Type facility (see View Data by Form Type) and the datasheet import process (see Import Datasheets from Excel) will by default show the AVEVA Instrumentation field name, however a User-defined caption will be shown instead if a caption has been defined.

To enter a User-defined caption, after a cell is mapped to a field, with the Used option selected, double-click in the DataLink List View on any linked cell from the Instrument Properties.

AVEVA Instrumentation will set the Caption column into edit mode, enabling Users to enter a caption/description, by clicking the button that appears in the cell when the mouse is hovered over it, entering the caption in the Caption for: window that is then displayed, and clicking Save.