Retrieve selected reference types

Before you can retrieve reference types, you need to Specify a database.

You can use PI Builder to retrieve selected reference types from a PI AF database into Microsoft Excel.

1. On the PI Builder tab, click Library > Reference Types > Find Reference Types to open the Reference Type Selection window.

2. If desired, filter the list of reference types 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, Child Name, Parent Name, Strength, Category, Allowed Parent Template, Allowed Child Template.

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

      • Select one or more fields to search for matches: Name, Child Name, Parent Name, Strength, Category, Allowed Parent Template, Allowed Child Template.

      PI Builder returns the reference types that match the selected criteria.

3. Select one or more reference types to retrieve and click OK.

4. 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 reference types into the worksheet and fills the selected columns with available data.