4               Import of Data

By means of the import function of the assistant Smart Excel, modified and newly created data can be imported to Engineering Base from an EXCEL file that had been exported before via Smart Excel.

The modified data is checked for the changes and possible errors and then shown in a preview. Then one can decide whether and which of the data is to be adopted. Data which is not imported can be written into an EXCEL file for documentation purposes or further processing.

Only data that have been exported before via Smart Excel can be imported with this assistant.

 

If the current project does not correspond to the project from which the data was exported a message inquiring if the data is nevertheless to be imported is displayed.

 

To import an EXCEL file using Smart Excel

1.      In the Engineering Base Explorer, select the Equipment folder, the Functions folder, the Locations folder or a related sub-folder.

2.      On the shortcut menu, click Smart Excel, or click Select Assistant, select the Smart Excel assistant and click Run.

This opens the Worksheet export and import dialog.

3.      Click on the tab Import to open the dialog for the import.

4.      Click the Options button to define additional import options.

5.      On Filename, select the file to be imported. Click on the   button to open the data selection dialog.

The import is automatically started and the dialog Preview is displayed.

6.      Select the data to be imported.

7.      Click Save the import preview as EXCEL file if you want to store the data shown in the preview.

8.      Click Run to import the data.

A message telling that the import has been successfully completed is then displayed.

9.      Click Cancel to exit the assistant.