In SmartPlant Foundation, data sheets allow you to view, edit, and print the data for an object in an easy-to-use, configurable format. Data sheets are edited directly in Microsoft Excel. Changes are then saved in the SmartPlant Foundation database until you are ready to publish the data sheet for retrieval by other authoring tools. You can also save the data sheet offline for editing by users who do not have access to SmartPlant Foundation.
In addition to basic data sheet functionality, SmartPlant Foundation also supports the following specific types or uses for data sheets:
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Partially mapped data sheets - For more information, see Update the data sheet template for a partially mapped data sheet
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Document-managed data sheets - For more information, see Document-managed data sheets
The following example process data sheet shows properties for an instrument object.
Allows you to organize, modify, and remove instrument cases. Use this dialog box to specify which cases you want to display when generating a data sheet.
Selected instruments - Displays list of selected instruments.
Available cases - Displays the list of defined cases for the selected instrument.
Existing cases - Displays the cases currently associated with a data sheet. If you select a single instrument, the order that the cases appear in this list is the order in which the information appears on the data sheet. Use the Move up and Move down buttons to change the order.
If you select multiple instruments, only those cases which are common to all the
selected instruments appear in the Existing cases list. The order in which the cases appear in this list is random and might not match
the order in which the information appears on the data sheet for the instruments.
Add - Places the selected available case in the Existing cases list.
Remove - Moves the selected case from the Existing cases list to the Available cases list.
Move up - Moves the selected existing case one level higher in the Existing cases list.
Move down - Moves the selected existing case one level lower in the Existing cases list.
Case name - Displays the name of the selected existing case, allowing you to specify whether it is the governing case and whether it displays on the data sheet.
Governing case - Select this option when you want the case displayed in the Case name box to be used as the current setting for the instruments.
If there is more than one data sheet template associated with the type of object you are trying to open or object classification, you can choose a template to use when creating a new data sheet. When you select a template and click OK, that template opens in Microsoft Excel.
Name - Displays the name assigned to each available data sheet template.
Description - Displays a brief description of the data sheet template.
The data sheet templates used to generate data sheets in Microsoft Excel are defined
with the Data Sheet Definer.
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