Use Perspective as a template

You can use a Perspective Root to make a template.

To use Perspective as a template

1. Open the Perspective Root (for example, Remote Table Edit).

2. (Optional) Edit the records across the tables and/or the Perspective child dialog boxes.

3. Export to Excel.

4. Save the Excel file.

   This is your configuration template, for example, TEMPLATE.xlsx.

5. Close the Perspective Root (for example, Remote Table Edit).

   All the Perspective child dialog boxes will close as well (Analog, Rate and Remote Table Edit).

In Excel

6. Open TEMPLATE.xlsx.

7. Modify the remote name.

8. (Optional) Edit TEMPLATE.xlsx.

In the Advanced Database Editor (ADE) RealTime view

9. Open the Perspective Root.

10. Import TEMPLATE.xlsx into the Perspective Root Table Edit dialog box.

11. Save the new record in the RealTime database (RTDB).

    A new record is added to the table.

In the Perspective view

12. Open the Perspective Root of the new record.

    All the Perspective child dialog boxes open.

13. Import TEMPLATE.xlsx into the Perspective Root Table Edit.

14. (Optional) Save the Perspective Root Table Edit.

    The Perspective child dialog boxes are filled with telemetry data from TEMPLATE.xlsx. However, saving the Perspective child dialog boxes may fail because the same record names may already exist in the RTDB.

15. Rename the records with duplicate names. Do one of the following:

    • Use the Find/Replace of the Perspective Root dialog box.

    • Use the Find/Replace of each Perspective child dialog box.

    • Manually edit the Perspective child dialog box(es).

16. Save the Perspective Root and the Perspective child dialog boxes.