Use worksheets created with PI Tag Configurator

To ensure search results are appended to an existing list and not overwritten, select the Append to worksheet option in the Settings window. See Configure retrieve settings for more information.

The column headers of worksheets created with PI Tag Configurator differ from those created with PI Builder. However, you can use PI Builder to process worksheets created with PI Tag Configurator. Simply open the worksheet, and use PI Builder functions to create, edit, delete, or refresh points on Data Archive. You can also search for and append PI points to an existing list as well as add additional column headers.

Note: You can rearrange the order of PI Tag Configurator column headings in your spreadsheet. See Set column headers in a worksheet.

1. In Microsoft Excel, open the worksheet created with PI Tag Configurator.

2. On the PI Builder tab, specify the Data Archive server that stores the points referenced in the worksheet.

   (See Specify a Data Archive server.)

3. Place an X in the Select (x) column of any row that you want PI Builder to process.

4. Perform the desired operation:

   To...	Do this...
   Create new points	Edit worksheet values, click Publish, and select Create Only from the Edit Mode list in the Publish Options window to create new PI points.
   Edit existing points	Edit worksheet values, click Publish, and select Edit Only from the Edit Mode list in the Publish Options window to edit the selected PI points.
   Delete existing points	Click Delete to delete the selected PI points.
   Update data	Click Retrieve to retrieve updated data for the selected PI points.
   Search for and append PI points to an existing list	Click PI Points > Find PI Points. In the Overview of the Tag Search window, enter PI point search criteria and execute your query. Select desired PI points and click OK to retrieve and append search results to the existing list. Note: Be sure to select the Append to worksheet setting in the Settings window before performing this step. You can include PI point attribute and values in a query, and combine multiple search criteria. For more information and examples, see Retrieve PI points by searching.