Edit P&ID Data in an Excel Spreadsheet

This procedure used to:

• edit data exported from AVEVA P&ID to a spreadsheet, refer to Export Data to Excel.

• after this data has been imported back into AVEVA P&ID, refer to Import Data from Excel, correct any errors such as invalid values detected in the spreadsheet before re-importing.

Associated Project Configuration Options

• The lists of valid values against which imported item values are checked are stored in the location specified in the Project Configuration Category of the AVEVA P&ID Project Administration program.

• The valid values themselves are set up using the List of Values Configuration Category pane.

• For each item group, e.g. drawing attributes, equipment, pipes etc, the column that data is imported from, for example, NEW or not, is selected in the Excel Interface Configuration Category of the AVEVA P&ID Project Administration program.

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

Procedure

1. Start the procedure by:

   • selecting the Excel Open option in the Import/Export group of the Manage tab, or

   • clicking on the link in the message that is displayed when the export procedure is complete. For example:

     

     The spreadsheet containing the exported drawing data will then open.

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

2. Edit details of items and the drawing as required. This can be done in two ways:

   • Editing the existing values in the spreadsheet.

   • Each column containing values that can be edited has a corresponding NEW column in which new values can be entered. For example, in a worksheet containing a TAG column, there will also be a NEW TAG column.

     The NEW fields are provided to enable users to compare the original attributes with the modified ones. Which columns are to be used for each item group is set by project configuration (see above).

Points to Note when Data is Edited

The following fields are validated:

• Area

• Line size in imperial units

• Line size in metric units

• Insulation index

• Insulation condition

• Insulation table

• Paint Code

• Fluid Service

• Specification

• Tracing number

• Tracing size

• Tracing type

• Instrument type

• Action when valve fail

• Valve code

  During the import process, validated fields are checked against lists of valid values set up using the AVEVA P&ID Project Administration program. They must not be left blank.

• Some fields are insertable, others are only updateable (assuming they are not read-only). Updateable fields can only be amended in a spreadsheet. In other words, if they do not already exist on a drawing (and therefore can be exported to a spreadsheet), they can only be changed in a spreadsheet, not added.

• Insertable fields are label fields that can be added as new labels for items. When the spreadsheet is imported, these new labels will be place on the drawing. Columns in which insertable labels can entered can be identified on a spreadsheet as the subsequent columns will columns used to add the offset and rotation properties of any new labels. For example:

  

• If offset values for labels are not entered for new labels, the labels will be placed directly on top of the items they are labelling.

• If offset values for labels are not entered for valve and inline fitting labels, the labels will be placed directly on top of the items they are labelling.

• If an item group is set by project configuration to import from the NEW columns, all validated NEW fields for that item group must be populated. If any validated NEW fields are left blank, these will be regarded as invalid by the import process as they do not contain valid values.

• NEW fields can quickly be populated by copying and pasting values from columns containing current values.

• The Tracing No, Tracing Size, Tracing Type, Insulation Tab, Insulation Ind, Insulation Con and Paint Code values of Pipes are validated and therefore should not be left blank. However, <none> is a valid value, signifying that no value has been set for these attributes.

• Fields of attributes that are not validated may be left blank if not value has been assigned to these attributes.

• If an offsheet connector or drawing data attribute is changed to an empty field, this will result in an error on import, for example, the row in question will be flagged as invalid.

• The drawing number of the P&ID can only be changed by editing using the Drawing Data worksheet. Changes to the drawing number made on other worksheets will be ignored by the import.

• Although the spreadsheets include columns for both the upstream and the downstream size values of reducers, only changes made to the downstream values will result in changes to the drawing. Changes made to upstream values will be ignored.

• Values in the HANDLE columns must NOT be edited. If handles are edited, this will result in an error on import.

• During the import process, the tags of items will be checked to make sure that they correspond to the formatting and uniqueness rules set up using the Pipes Configuration Category, Instruments Configuration Category, Equipment Configuration Category, Valves Configuration Category and Miscellaneous Configuration Category of the AVEVA P&ID Project Administration program.

• The performance of the import procedure can be improved by deleting worksheets that do not contain changes.

• After the import has taken place, rows in the spreadsheet containing errors are displayed in red, and are not imported. In this example, the value in the SIZE field of the first item row is invalid:

  

• During the import:, any errors and inconsistencies are written to a file, ErrorLog.html, in the following location:

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

  For example:

  

  The file can be opened by double-clicking on a row in the spreadsheet containing an error.

• Rows in the spreadsheet containing valid changes displayed in green: