Export Data to Excel

This procedure is used to export item and drawing data to Microsoft Excel spreadsheets. The data can then be edited in the spreadsheet and imported back into AVEVA P&ID using separate procedures. Refer to Edit P&ID Data in an Excel Spreadsheet and Import Data from Excel.

Data can be exported from a single drawing or from a batch of drawings. A spreadsheet is generated for each drawing that data is exported from.

Associated Project Configuration Options

• Exported items can either be grouped by item types or item groups on the spreadsheet. This setting is made in the Excel Interface Configuration Category pane of the AVEVA P&ID Project Administration program.

• The default item type filter, for example, the default list of type of items for which data is to be exported, is also set in the Excel Interface Configuration Category pane. A different set of type of item to be exported can be selected for an export if required.

• The location of the Excel spreadsheets is also set in the Excel Interface Configuration Category pane.

• If data is to be exported to a batch, the EXCELOUT command must be entered against the USER_COMMANDNAME user-defined directive in the Miscellaneous – Settings Sub-Category, so that the required batch file can be created.

• Designators and values from other databases may included in the export depending on the settings of the USER_EXPORTDESIGNATORS and

• USER_EXPORTDESIGNATORVALUES user-defined directives in the Miscellaneous - Settings Sub-Category.

Procedure

Filter the Export

The default item type filter for exports, for example, the default list of type of items for which data is to be exported, is set in the Excel Interface Configuration Category of the AVEVA P&ID Project Administration program.

To specify a different set of item types to be exported for an individual export, select the Excel Filter option in the Import/Export Group of the Manage Tab

The Excel Filter menu is then displayed:

It initially displays the default filter settings as set up in the Administration program. Change the filter settings for subsequent exports during the current session by checking and unchecking the checkboxes as required.

Export from a Single Drawing

1. Start the procedure selecting the Excel Export option in the Import/Export group of the Manage tab.

2. A spreadsheet is then generated with the same name as the drawing, in the following location:

   C:\AVEVA\P&ID\PROJECT\name of project\Vantage\name of the drawing.xls

   Note: The spreadsheet will overwrite a previous spreadsheet exported from the drawing.

   A message is also displayed. For example:

   

   The spreadsheet can then be edited using the Edit P&ID Data in an Excel Spreadsheet procedure.

   For details of the layout and contents of the spreadsheet, refer to Format of the Excel Interface Spreadsheet.

Export from Multiple Drawings

This procedure is used to generate a spreadsheet for every drawing in a selected folder by creating and running a batch file.

3. Start the procedure by selecting the Make Excel Export Batch File option in the Import/Export group of the Manage tab.

4. The Select files to process dialog is then displayed.

   

   The dialog lists all the drawings in the project Drawings folder. Select the drawings that data is to be exported from by checking the checkboxes next to their names. If all drawings are to be exported from, check the Select All checkbox.

   Select OK.

5. The batch file is then created in the same folder as the folder containing the selected drawings:

   

6. The batch file can then run using standard Windows facilities, e.g. from Windows Explorer. All the AutoCAD sessions must be closed when running the batch file.

   

7. Spreadsheets are then generated with the same names as the drawings, in the following location:

   C:\AVEVA\P&ID\PROJECT\name of project\Vantage

   Note: The spreadsheets will overwrite a previous spreadsheets exported from the drawings.

   Spreadsheets can then be edited using the Edit P&ID Data in an Excel Spreadsheet procedure.

   For details of the layout and contents of the spreadsheets, refer to Format of the Excel Interface Spreadsheet.