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Importing Data into the Bentley Plant Project Database Overview of Import from Excel Spreadsheets August 15, 2012 Rev 1.0 Contents Importing Data into the Bentley Plant Project Database ............................................................................. 3 Project Set Up ........................................................................................................................................... 3 Spreadsheet Preprocessing....................................................................................................................... 4 Example of Instrument Work Sheet Import .......................................................................................... 4 Creating the Drawings............................................................................................................................... 5 Example of Excel Macro ............................................................................................................................ 6 Here is the Macro in VBA form. ............................................................................................................ 7 Importing Data into the Plant Project Database Overview of Import from Excel Copyright © Bentley Systems Inc. 2012 Page 2 of 9 Importing Data into the Bentley Plant Project Database The procedure below defines the process of importing data into the Bentley Plant Project Database from an Excel Spreadsheet created by exporting data from the Aveva PID tool and database. Though this data came from Aveva any source of data in spreadsheet form could be imported. The intent is to use this data in turn to create the PID’s in Bentley OpenPlant PowerPID. The described method does require preprocessing of the spreadsheets, however, this process could be handled by a macro created in Excel so as to speed up the process and eliminate potential errors. Look at the last section for a macro to do this. As of today I have mapped in the Valves, Equipment, Pipes and Instruments data. The remaining sheets status is as follows. Work Sheet Name Nozzle Contents Nozzles for equipment Reducer Pipeline Reducers Line Fittings Offsheet Connectors Unknown To/From data between drawings Status Created by AutoPLANT PID at the time the line is drawn and connected to the equipment. OpenPlant PowerPID does not track reducers. Pending clarification. This is created by OpenPlant PowerPID at the time that the off page connector is added to a line and linked to the respective next sheet. Project Set Up To begin the process a Plant Project needs to be created using the Bentley Plant Project Administrator application. This project then needs to have the tag formats modified to match those of the spreadsheet. This step insures that the data is imported and parsed into the proper fields within the database tables. 1. 2. 3. 4. Create the project. Add any additional database fields as required. Modify the tag formats for Instruments, Valves, Equipment and process lines. Modify the Views located in the Bentley DataManager product to show the proper database fields as required. Importing Data into the Plant Project Database Overview of Import from Excel Copyright © Bentley Systems Inc. 2012 Page 3 of 9 Spreadsheet Preprocessing The next step is to preprocess the spreadsheets so that the Plant Project Database will recognize the records. This requires the addition of several new columns. It may also require the renaming of existing columns or the user may choose to create all new columns and use Excel Reference Formulas to copy the data from the default columns/cells to the Plant Project Database recognized columns/cells. In my example I have added the new columns and renamed existing columns to support by import. Example of Instrument Work Sheet Import 1. To the existing spreadsheet you need to add 3 new columns to the each work sheet. The three columns MUST BE the first three columns of the worksheet. The columns are KEYTAG, TAG_TYPE and TAG_CODE. 2. In addition and because the sheet does not contain a TAG column (tag is built from separate columns but not parsed and displayed in its own column) you must also add another column named TAG_NO. 3. The new columns must be filled in as follows. Importing Data into the Plant Project Database Overview of Import from Excel Copyright © Bentley Systems Inc. 2012 Page 4 of 9 COLUMN NAME KEYTAG CONTENTS No value required (System will assign upon import) The respective tag type from the Plant Project Database. In this case AT_INST_, AT_CVALVE and AT_PSV. The tag code as defined in the Plant Project and for instruments this is A-T-N where A – Area, T = Type and N = Number This needs to be the parsed together tag number. Example 0000-PT-8202. This process could also be automated in Excel so the user would not have to enter these values. TAG_TYPE TAG_CODE TAG_NO 4. Additional fields can also be mapped in a similar fashion by editing the names of the columns. 5. There are limits and basically the only required fields are those that are defined in the previous steps. Some of the fields found in the worksheets such as DRAWING are not populated in the table but are linked to the table from the Plant Project Database DOC_REG table. These values will be automatically populated when the PID component is added to a drawing. Same rule applies to the OWNER column in the spreadsheet. This will be populated when the instrument is attached in the PID to the required process line/pipe run. Creating the Drawings The final step is to create the drawings and add the components to the respective PID document. This is a redraw process. The user will create the new PID in the Plant Project and then start drawing the components using the OpenPlant Power PID tools. When prompted for a tag the user can use the Browse button to select the tag from those located in the Plant Project Database. The system will then create a link between the tag in the database and the entity in the drawing. Also at this time other information will be written into the tag and the database. This information will include when applicable, process line tag, size and specification. Also written into the database is Drawing Number which the component resides on and other information depending on what data is entered by the PID designer. Importing Data into the Plant Project Database Overview of Import from Excel Copyright © Bentley Systems Inc. 2012 Page 5 of 9 To speed up the process the user could reference in the exported file and, merge the file into the current file and then use the conformance tools to make the components intelligent PowerPID components. Example of Excel Macro Below is a sample Macro generated inside of Microsoft Excel. This will perform the following operations. 1. It will insert the columns of KEYTAG, TAG_TYPE, TAG_CODE and TAG_NO. 2. It will add two formulas using IF statements to set the TAG_CODE to the proper code expected and the TAG_NO cell will be parsed into the relevant parts complete with the dash separators as required by the Plant Project Database. 3. Lastly it will rename the AREA, CODE, NO and SUFFIX to EAREA, ETYP, ENUM and ESUFF. This macro was completed for an example Equipment worksheet only and others with minor differences will need to be created for Valves, Pipes and Instrument work sheets you may have in your spreadsheets. This is being stored in the Personal Macro Workbook named personal.xlsb. I also customized the Quick Access Tool bar and added an icon that will allow this to be executed with a simple push of a button. This could be customized further to include all macros in one command and execute against all sheets in the workbook. Importing Data into the Plant Project Database Overview of Import from Excel Copyright © Bentley Systems Inc. 2012 Page 6 of 9 Here is the Macro in VBA form. Sub Macro2() ' ' Macro2 Macro ' ' ActiveCell.FormulaR1C1 = _ "=IF(RC[9]<0,RC[6]&""-""&RC[7]&""-""&RC[8],RC[6]&""-""&RC[7]&""-""&RC[8]&""-""&RC[9])" Range("D3").Select End Sub Sub Equipment() ' ' Equipment Macro ' Pre-Process Equipment Work Sheet ' ' Columns("A:A").Select election.Insert Shift:=xlToRight, CopyOrigin:=xlFormatFromLeftOrAbove Range("A1").Select ActiveCell.FormulaR1C1 = "KEYTAG" Columns("B:B").Select Selection.Insert Shift:=xlToRight, CopyOrigin:=xlFormatFromLeftOrAbove Importing Data into the Plant Project Database Overview of Import from Excel Copyright © Bentley Systems Inc. 2012 Page 7 of 9 Range("B1").Select ActiveCell.FormulaR1C1 = "TAG_TYPE" Columns("C:C").Select Selection.Insert Shift:=xlToRight, CopyOrigin:=xlFormatFromLeftOrAbove Range("C1").Select ActiveCell.FormulaR1C1 = "TAG_CODE" Columns("D:D").Select Selection.Insert Shift:=xlToRight, CopyOrigin:=xlFormatFromLeftOrAbove Range("D1").Select ActiveCell.FormulaR1C1 = "TAG_NO" Range("C2").Select ActiveCell.FormulaR1C1 = "=IF(RC[10]>0,""A-T-N-U"",""A-T-N"")" Range("C2").Select Selection.AutoFill Destination:=Range("C2:C24"), Type:=xlFillDefault Range("C2:C24").Select Range("C12:C24").Select Selection.ClearContents Range("D2").Select ActiveCell.FormulaR1C1 = _ "=IF(RC[9]>0,RC[6]&""-""&RC[7]&""-""&RC[8]&""-""&RC[9],RC[6]&""-""&RC[7]&""""&RC[8])" Range("D2").Select Selection.AutoFill Destination:=Range("D2:D11"), Type:=xlFillDefault Range("D2:D11").Select Importing Data into the Plant Project Database Overview of Import from Excel Copyright © Bentley Systems Inc. 2012 Page 8 of 9 Range("J1").Select ActiveCell.FormulaR1C1 = "'EAREA" Range("K1").Select ActiveCell.FormulaR1C1 = "'ETYP" Range("L1").Select ActiveCell.FormulaR1C1 = "'ENUM" Range("M1").Select ActiveCell.FormulaR1C1 = "'ESUFF" Range("M2").Select End Sub Importing Data into the Plant Project Database Overview of Import from Excel Copyright © Bentley Systems Inc. 2012 Page 9 of 9