Define the Contents of Your Report Template - Intergraph Smart P&ID - Help - Intergraph

Intergraph Smart P&ID Help

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English
Product
Intergraph Smart P&ID
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Smart P&ID Version
9 (2019)
Smart Engineering Manager Version
10 (2019)
SmartSketch Version
10.0(2018)
  1. On the Add-Ins tab in Microsoft Excel, select Define.

  2. In the Define Report Contents dialog, select the node in the Report on hierarchy under which you want the new item type to appear.

  3. Select New to add a new report item type so that its properties are available to map onto your report template.

    • When you select New on the Define Report Contents dialog, you can only choose from those items that are related to the item you selected in the Report on hierarchy.

    • The highest node in the Report on hierarchy under which you can add a new item is the node that belongs to the report item type that you base your template definition on. You can add items under any nodes subordinate to the main report item type as long as they have items related to them.

    • Using the New command skillfully allows you to navigate in all directions in the plant hierarchy and gather properties from throughout the plant database.

  4. On the New Items dialog, select the new item that you want to add to the hierarchy.

  5. Change the name of the item that appears in the hierarchy by typing text in the Name box. If the item that you choose has the same name as an item elsewhere in the hierarchy, you must type a different name for it in the Name box.

  6. Select Apply.

  7. When you have added all the items that you want from this list, select Close. If you want to add more new items under another node in the hierarchy, choose that node and repeat the previous steps.

  8. On the Define Report Contents dialog, select an item with properties that you want for your report template.

  9. Select Define.

  10. On the Properties tab of the Define Report Items dialog, choose the properties that you want to map to your report template. If you want to sort the order in which your items are listed when you generate a report, choose the property or properties to sort on by using the Sort tab. If you want to change the filter that finds your report items, use the Filter tab. For instance, you can switch from a filter that displays all pumps to a filter that displays only active pumps.

  11. Select OK. The Define Report Contents dialog remains open, and so you can repeat the previous steps to continue adding more items and specifying their properties.

  12. When you have selected all the properties that you want in your report, select OK on the Define Report Contents dialog.

  • All the properties that you have made available to map into your template are now displayed when you select Map Properties on the Add-Ins tab. Now you can use the properties you have specified in the layout of your template.

  • If a certain property is not available in the import code, the import code also needs to be updated. For more information on import code and other importing parameters, see Import Implementation Customization in the Smart P&ID Programmer's Help.

  • In order to generate From and To data for all Microsoft Excel worksheets, select Tools > Macro > Macros > PrintFromToDataForAllSheets in Excel. Choose the PrintFromToDataForActiveSheet macro to generate this data for only the active worksheet.