Import data from Microsoft Excel and compare - SmartPlant Foundation - IM Update 48 - Help - Hexagon

1. In the Desktop Client, click File > Excel Import.

   

   • The commands available on the File > Excel Import submenu depend on your role assignment and user permissions within a project.

   • The templates available for you to use during the import depends on your role assignment and user permissions within a project. The templates must be configured by the system administrator to map the SPFLocalDirectory, SPFLocalFileName, and SPFLocalHostName properties to import files.

2. Click next to the Excel file box, then click the Excel file to import.

3. Click next to the Template box, then click the template to use for import.

4. Provide additional information for the new document. Asterisks (*) indicate required information.

5. Select the Import Document option to include the Excel file in the import.

6. Select the Add objects to New Items window option to place objects in the New Items window in the Desktop Client.

7. Select the Run Compare option.

   

   • If the Import Document option is not selected, the software compares the objects being loaded to the database.

   • If the Import Document option is selected, the software compares the ContainerID derived from the name of the spreadsheet.

   • If the Run Compare option is selected and Import Document option is not selected, then the compare scope options are enabled. The user has two options to select and the default is By object.

   • The menu adjacent to By container ID becomes active when this option is selected.

8. Click next to the Attachments box to attach any files to the import.

9. Click Next to begin the import.

   When import is complete, a View window appears showing the comparison results between the data imported and data already existing.

10. Click an object in the Results tree view to see the comparison results in the Details window at the bottom of the View window.

    

    • Gray represents data that is new. New items will be created during the import.

    • Pink represents data that is different. Data that is different will be merged during the import.

    • Green represents data that is identical.

    • Red represents data that is invalid.

11. Click Next to finish the import.

    When import is complete, a Summary window appears showing the number of objects created and updated.

12. Click Finish.

    In the New Items window, the import creates any new objects and updates the appropriate existing objects.

Data imported is stored in the appropriate domain database. Data is stored in the data warehouse when it is published.