Create a template from the Desktop Client - SmartPlant Foundation - IM Update 46 - Help - Hexagon

SmartPlant Foundation Help

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English
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SmartPlant Foundation
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SmartPlant Foundation / SDx Version
10
SmartPlant Markup Plus Version
10.0 (2019)
Smart Review Version
2020 (15.0)
  1. Click File > New > Report in the Desktop Client.

  2. Select the report (view definition) and click OK.

  3. Select Excel in the Report output style list, and select one or more items in the Report details list.

  4. Using the Report Definition dialog box, configure the view as you want to view your data. For example, use the Up and Down buttons to organize the properties in the order you want to see them in your report, or use the Caption values to display the column headers as you want to see them.

  5. Click OK to export the results to an Excel file.

    The Excel file opens when the export process completes.

  6. Add a logo or other information to the Excel document if necessary. Anything you add to the document must be to the right of any potential exported data that will populate the document. For example, if your template populates columns A through G with data, any additional information in the template must be added in column H or after.

  7. Create a macro that is to be run when the file is opened, and name it Initialize_It. For example, you can write a macro to move cells, apply formatting, remove empty rows or columns, or remove duplicate headers and titles.

    • The macro must reside inside a VBA module or it will not run.

    • Refer to the macro used in the Excel file attached to the Excel Default Template document.

  8. Save the Excel file as an Excel 97-2003 Workbook (.xls) file or Excel Macro-Enabled Workbook (.xlsm) file.

    The file must be saved with the .xls or .xlsm extension or it cannot be used.

  9. Close the Excel file.

    If you do not close the file, you will not be able to attach it later.