Viewing inconsistency reports in Microsoft Excel - SmartPlant Foundation - IM Update 48 - Help - Hexagon

You can generate two types of inconsistency reports:

• Published Data - Allows you to generate a report that compares object data across published domains. For example, you can compare information for an object in the PID and S3D domains.

• Concurrent Engineering - Allows you to generate a report that compares object data across projects in a particular plant configuration.

Why do I need to generate an inconsistency report?

• Inconsistency reports display information only from your active query scope.

• To view graphs and charts in the inconsistency report, you must enable all macros in Microsoft Excel. To enable macros, open Microsoft Excel and click File > Options > Trust Center > Trust Center Settings > Macro Settings > Enable all macros.

• Microsoft Excel Macros are not supported on Android devices. Therefore you cannot view the summary sheet on an Android device. You can view the other sheets in the report.

1. Find the published documents by clicking Find > Published data > Documents.

2. From the search results, select a document or an object, right-click, and then click Inconsistency Report > Published Data.

   To generate an inconsistency report across projects in a particular plant configuration, select an object, right-click, and then select Inconsistency Report > Concurrent Engineering.

3. In the Domains section, select the domain for the object or document.

   You can select domains only if the word Select is appended to the value provided for the Domain name for query argument on the method created to generate the inconsistency report for an object type. For more information, see Configuring data warehouse inconsistency reports.

4. If you have set the Present options dialog parameter to True on the method you are using to generate the report, then the Inconsistency Report Options dialog box appears. In that case, proceed to step 5. Otherwise, proceed to step 7.

   For a detailed description about the report options, see Inconsistency Report Options dialog box .

5. In the Domain(s) to include list, select each domain that you want to include data from.

6. Select any of the following options, as necessary:

   Option	Description
   Inconsistent properties only	The report includes only properties where the data is inconsistent across two or more of the selected domains.
   Inconsistent objects only	The report includes only objects that have properties where the data is inconsistent across two or more of the selected domains.
   Include only mapped CDW properties	The report includes only properties that have been mapped to corresponding properties in the CDW domain.
   Freeze panes	Locks the rows and columns that contain overview information, column headers, and the first two columns of information about the objects.
   View in portrait mode	Displays the report in a portrait orientation with object data as rows in the report. Otherwise, the report has a landscape orientation where the object data is displayed as separate columns.
   Categorize by class definition (per worksheet)	Organizes the objects in the report by class definition and displays each class definition as a separate worksheet.
   Show consolidated name and description for each property	Displays the name and description of the consolidated object for each property in the report results.

7. Click Run Report.

The inline inconsistency report uses Inconsistencies Report With Summary Template.

The report opens in a Microsoft Excel file, as shown below:

• If you select a default UOM set in the user preferences, the data in the inconsistency report is displayed using that selection, and the data in the UOM that was used during publish is also included as a comment. If you do not select a default UOM set, the report shows the data in the UOM in which the data was published. For more information, see Change user preferences.

• For a selected object, you can also generate a report of published or concurrent engineering data from the menu bar. To generate a report, click SmartPlant > Published Data Reports or Concurrent Engineering.

• In inconsistency reports that display data across domains, multiple objects from the same domain that correlate to a single consolidated object appear in the same domain column, separated by a semicolon (;). If inconsistencies exist among the objects, the entry is highlighted in yellow.

• In inconsistency reports that display data across configurations, objects that are terminated in one configuration and live in another are included in the reports as inconsistent objects. The terminated object is highlighted in red in its configuration.