Retrieve selected categories

Before you retrieve categories, you need to Specify a database.

You can use PI Builder to retrieve selected categories from a PI Builder database into Microsoft Excel.

1. On the PI Builder tab, click Library > Categories > Find Categories to open the Category Selection window.

2. From the Type list, select the type of category that you want to retrieve.

   Select <All> to see all the categories in the database.

   PI Builder shows the categories for the selected type.

3. If desired, filter the list of categories further:

   1. From the Actions list, select the search criteria:

      • Select one type of filter: Contains, Exact Match, Starts With, or Ends With.

      • Select one or more fields to search for matches: Name and Description.

   2. In the Filter field, type the text that you want to search for and press Enter

      PI Builder returns the categories that match the filter in any of the selected fields.

4. Select one or more categories to retrieve and click OK.

5. In the Select Object Types and Column Headers window, select the objects and column headers to include in the worksheet, and then click OK.

   PI Builder retrieves the selected categories into the worksheet and fills the selected columns with available data.