CAPABILITY REVIEW

Spec Export/Import
Using Excel
Intergraph® CADWorx® Plant 2016
 Capability Review – Spec Export/Import Using Excel

Contents

1. Capability/Enhancement Overview.............................................................................. 1

2. Capability/Enhancement Review ................................................................................. 2

2.1 Export Specifications Using Excel ............................................................................................. 2
2.2 Import Specification Updates Using Excel ................................................................................ 4
2.3 Named Cell Reference – Specification Properties .................................................................... 6
2.4 Named Cell Reference – Component Properties .................................................................... 15

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 Capability Review – Spec Export/Import Using Excel

1. Capability/Enhancement Overview
The enhancements to Specification Export using Excel and the implementation of Specification Import
using Excel provide an entirely new design to work with spec data using Excel interactively.

Exports are performed using Excel named cells, allowing users to create or use their own Excel
specification templates and control data contents and placement using inclusion/exclusion and location of
supported cell names.

Imports are restricted to target a specification originating the export. Import capabilities are intended
towards Specification updates only, as opposed to creation of new Specifications.

The updated Excel interface capabilities include:

- User control over format of export template through Excel named fields
- User control over content of export through removal of unwanted fields from the export template
- Ability to export basic component listing with one component record per size range
- Ability to export detailed component listing with one component record per unique size
- Ability to make updates to Specification properties and component properties in the Excel export
and import the updates back into the originating spec
- Ability to review data changes on import and include/exclude specific data updates in/from the
import

Refer to the User Manual for additional details.

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 Capability Review – Spec Export/Import Using Excel

2. Capability/Enhancement Review
2.1 Export Specifications Using Excel
To export all specifications included in a Project File (.PRJ) to Excel at once, right click on the Project
Name (top node) in the Project Specs palette and select “Export Specifications to Excel”.

This will prompt you to select the Excel template to be used for export and specify the Export path to be
used.

Each Specification included in the Project File (.PRJ) will be exported to a separate Excel file (.XLSX),
named after the Specification Name, formatted per the selected Excel template.

To export individual Specifications to Excel, right-click on the Specification Name in the Project Specs
palette and select “Export Specification to Excel”.

This will prompt you to select the Excel template to be used for export and specify the Export path and file
name to be used.

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 Capability Review – Spec Export/Import Using Excel

The Excel template for used for export determines the Specification content included with the export, as
well as the location of export for each Specification or Component data item.

The Excel export uses Named Cells referenced in the selected Excel template to include or exclude
Specification/Component data items to any particular location. Refer to the section on Named Cell
Reference below for Cell Names available to access specific Specification/Component data items.

We have included two sample Excel templates by default:

- ExportExcelTemplateGeneric.xlsx will export all available Specification/Component data items

separated onto three Worksheets. The “Basic” worksheet demonstrates a setup to export
Component contents per item in the Specification. The “Detailed” worksheet demonstrates a
setup to export Component contents per size of each item in the Specification. The “Branch
Table” sheet contains the Branch Table.

- ExportExcelTemplatePIP.xlsx will export minimal Specification/Component data items to a format

generically approximating a typical PIP Specification setup.

Note that Specification import using Excel depends on a combination of a Component Type + Component
ID; the Component Type and Component ID fields should therefore always be included in a Specification
Export to Excel to enable downstream Excel import. Columns used for export of the Component Type
and/or Component ID can be hidden in the Template if users prefer not to have these fields visible but still
have them exported. Hidden fields are accessible to the Excel Export/Import functionality, hence they
satisfy the requirement.

Cell formatting is maintained on Excel export.

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 Capability Review – Spec Export/Import Using Excel

2.2 Import Specification Updates Using Excel

To import Specification Updates from Excel, right click on the Specification Name in the Project Specs
palette and select “Import Specifications from Excel”.

This will prompt you to select the Excel file (.XLSX) for Import.

The selected Excel file is verified against the target Specification to ensure that the Excel contents
originate from the selected target Specification. The Excel Import functionality supports Specification
updates only; copying existing specifications or creating new specifications should be performed using
Catalog and Specification Data Transfer functionality provided in the Specification Editor as before.

The Component Type + Component ID are used to match components between the target Specification
and the selected Excel file. Component updates cannot be performed if the Excel data set excludes
Component Type and/or Component ID data.

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 Capability Review – Spec Export/Import Using Excel

Since Component properties are managed at a component item level and not at a component item size
level, Component updates can be imported from the Basic Listing format only and not from Advanced
Listing format. Refer to the section on Named Cell Reference for Component Properties below for
additional detail on the use of Basic versus Advanced Listing formats.

Data updates found between matching Specification and Component properties are listed for review.
Individual updates can be included/excluded from the Import by checking/unchecking the associated
checkbox for the update item. Checking/Unchecking a checkbox at the category level will check/uncheck
all update items included under that category at once.

Once the identified updates have been reviewed and scoped, you can proceed with the Import
accordingly using the “Import” button or cancel the import using the “Cancel” button.

A copy of the target Specification can be saved automatically prior to executing the update by checking
the “Save backup project” checkbox. The “Save backup project” checkbox is checked by default. Backup
copies are saved in the same folder as the target Project File (.PRJ), and carry the extension .BAK.
Renaming the extension .BAK to .PRJ will restore the Project File backup.

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 Capability Review – Spec Export/Import Using Excel

2.3 Named Cell Reference – Specification Properties

Table 1 lists available Specification properties. These are the single-value Specification properties
available for Excel export. The Cell Name reference listed alongside each Specification property indicates
the Excel Cell Name used to export each associated Specification property. The Export/Import column is
marked by ‘X’ where applicable to designate properties are available for Export and Import respectively

Listed Specification property Cell Names included in the selected Excel Template will be populated with
the associated Specification property value.

The location of the Named Cell in the Excel Template represents position of the exported Specification
property value.

Listed Specification property Cell Names excluded from the selected Excel Template will remove the
associated Specification property value from export.
Table 1: Specification Properties

Specification Property Cell Name Export Import

Specification ID SPEC_GUID X -
Specification Name SPEC_NAME X X
Catalog Name SPEC_CAT_NAME X -
Catalog Path SPEC_CAT_PATH X -
Specification Units SPEC_UNIT X -
Size Table Name SPEC_SIZE_TBL X -
DBCode Table Name SPEC_DBCODE_TBL X X
Thickness Table Name SPEC_THK_TBL X X
Material Table Name SPEC_MAT_TBL X X
Bolt Diameter Table Name SPEC_BOLT_DIA_TBL X X
Bolt Length Table Name SPEC_BOLT_LEN_TBL X X
End Prep Table Name SPEC_ENDPREP_TBL X X
Weight Factor SPEC_WEIGHT_FACTOR X X
Component Class SPEC_COMPONENT_CLASS X X
Temperature Rating SPEC_TEMPERATURE_RATING X X
Pressure Rating SPEC_PRESSURE_RATING X X
Spec Level Layer Name SPEC_LAYER_NAME X X
AutoCAD Color Index SPEC_COLOR_INDEX X X
Limit Spec Size Range To SPEC_SIZE_RANGE X X
Default Flange Type SPEC_DEFAULT_FLANGE X X
Reducing Component Selection SPEC_REDUCING_SELECTION X X
Version SPEC_VERSION X -
Created By SPEC_CREATED_BY X X
Edited By SPEC_EDITED_BY X X
Spec Description SPEC_DESCRIPTION X X
Default OTAP SKEY SPEC_DEFAULT_OTAP_SKEY X X
Export Date EXPORT_DATE X -

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 Capability Review – Spec Export/Import Using Excel

As an example, the ExportExcelTemplatePIP.xlsx file included with the installation has “SPEC_NAME”
assigned to the below highlighted cell on the “Standard” Worksheet.
Template Setup

Similarly, “COMP_LONG_DESC” is assigned to cell F5 on the “Standard” Worksheet, etc. When we

export a Specification to Excel using this template, the Specification Name and Component details will be
populated to the associated Named Cell locations accordingly.

When a Specification property already listed elsewhere needs to be placed a subsequent time on the
same or a different Worksheet, you can use the associated Named Cell in the Formula field. As an
example, the ExportExcelTemplatePIP.xlsx file included with the installation has the Specification Name
property located on the Detailed Worksheet as well by referencing the existing Named Cell as a formula
“=SPEC_NAME” in the Detailed Worksheet cell as indicated below.
Template Setup

Table 1: Specification Properties

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Capability Review – Spec Export/Import Using Excel

Export Results

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 Capability Review – Spec Export/Import Using Excel

Table 2 lists available Specification Schedule properties. A Specification Schedule setup is a range-type
setup with one Schedule value listed per Pipe Size. The Cell Name reference listed alongside each
Specification Schedule property indicates the Excel Cell Name used to export each associated
Specification Schedule property. The Export/Import column is marked by ‘X’ where applicable to
designate which properties are available for Export and Import respectively.

Listed Specification Schedule property Cell Names included in the selected Excel Template will be
populated with the associated Specification Schedule property value.

The location of the Named Cell in the Excel Template represents the top-row of the exported
Specification Schedule range. Subsequent rows in the exported Specification Schedule range will be
inserted directly below the top-row.

Listed Cell Names excluded from the selected Excel Template will remove the associated Specification
Schedule property value from export.
Table 2: Specification Schedule Properties

Specification Schedule Property Cell Name Export Import

Schedule Size SCH_SIZE X -
Schedule Value SCH_VALUE X X

Below screen captures illustrate.

Template Setup

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Capability Review – Spec Export/Import Using Excel

Export Results

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 Capability Review – Spec Export/Import Using Excel

Table 3 lists available Specification Custom Field properties. A Specification Custom Field setup is a
range-type setup with each Custom Field value listed per Specification Custom Field. The Cell Name
reference listed alongside each Specification Custom Field property indicates the Excel Cell Name used
to export each associated Specification Custom Field property. The Export/Import column is marked by
‘X’ where applicable to designate which properties are available for Export and Import respectively.

Listed Specification Custom Field property Cell Names included in the selected Excel Template will be
populated with the associated Specification Custom Field property value.

The location of the Named Cell in the Excel Template represents the top-row of the exported
Specification Custom Field range. Subsequent rows in the exported Specification Custom Field range will
be inserted directly below the top-row.

Listed Cell Names excluded from the selected Excel Template will remove the associated Specification
Custom Field property value from export.
Table 3: Specification Custom Field Properties

Specification Custom Field Property Cell Name Export Import

Name FIELD_NAME X -
Title FIELD_TITLE X X
Description FIELD_DESCRIPTION X X
Data Type FIELD_DATA_TYPE X -
Required Input FIELD_REQUIRED_INPUT X X
Default FIELD_DEFAULT_VALUE X X
Attach to Component FIELD_ATTACH X X

Below screen captures illustrate.

Template Setup

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 Capability Review – Spec Export/Import Using Excel

Export Results

In this case I added a single Custom Field to the Specification, named “CUST_FIELD” and titled
“CUST_FIELD” with other values also as reflected in the above export.

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 Capability Review – Spec Export/Import Using Excel

Table 4 lists available Specification Branch Table properties. A Specification Branch Table setup is a
Table-type setup listing Main x Reduction size values. The Cell Name reference listed alongside each
Specification Branch Table property indicates the Excel Cell Name used to export each associated
Specification Branch Table property. The Export/Import column is marked by ‘X’ where applicable to
designate which properties are available for Export and Import respectively.

Listed Specification Branch Table property Cell Names included in the selected Excel Template will be
populated with the associated Specification Branch Table property value.

The location of the “BRANCH_TABLE” Named Cell in the Excel Template represents the top-left
intersection of the “Main Size” and “Branch Size” headers for the exported Specification Branch Table. All
Branch Table values are populated consistent with the Branch Table setup in the Specification Editor
respective to this Named Cell header intersection location.

The location of the “BRANCH_LEGEND” Named Cell in the Excel Template represents the top-row of the
exported Specification Branch Table Legend. Subsequent rows in the exported Specification Branch
Table Legend will be inserted directly below the top-row.

Listed Cell Names excluded from the selected Excel Template will remove the associated Specification
Branch Table property value from export.
Table 4: Specification Branch Table Properties

Specification Branch Table Property Cell Name Export Import

Branch Table BRANCH_TABLE X X
Branch Table Legend BRANCH_LEGEND X -

Below screen captures illustrate.

Template Setup

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Capability Review – Spec Export/Import Using Excel

Export Results

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 Capability Review – Spec Export/Import Using Excel

2.4 Named Cell Reference – Component Properties

Component properties can be listed in a Basic format and/or in a Detailed format.

Under the Basic Component listing format, Component Data is exported much the same way is it is listed
in the Specification Editor Component list. One record is exported for each Component item in the
Specification, representing the full size range for that component as listed in the Specification.

When importing Specification updates back into the target Specification using the Specification Editor
Excel Import functionality, updates made to the Component Basic Listing will be imported only.

Table 5 lists available Component properties with associated Named Cell references for Basic Listing
format export. These are the single-value Component properties available for Excel export. The Cell
Name reference listed alongside each Component property indicates the Excel Cell Name used to export
each associated Component property using the Basic Listing format. The Export/Import column is marked
by ‘X’ where applicable to designate properties are available for Export and Import respectively

Listed Specification property Cell Names included in the selected Excel Template will be populated with
the associated Component property value.

The location of the Named Cell in the Excel Template represents position of the exported Component
property value.

Listed Component property Cell Names excluded from the selected Excel Template will remove the
associated Component property value from export.
Table 5: Component Properties – Basic Listing Format

Component Property Cell Name – Basic Listing Format Export Import

Component ID COMP_ID X -
Component Group Single COMP_GROUP_GRP X -
Component Group Repeat COMP_GROUP_RPT X -
Type COMP_TYPE X -
Data Table COMP_DATA_TBL X -
Size Range COMP_SIZE_RANGE X X
BOM Type COMP_BOM X X
Layer Name COMP_LAYER_NAME X X
Color Index COMP_COLOR_INDEX X X
IndexCode COMP_INDEXCODE X X
Optional Component COMP_OPTIONAL X X
Start End Type COMP_START_END_TYPE X X
Start Isogen Symbol COMP_START_ISOGEN_SYM X X
Start Component Class COMP_START_COMPONENT_CLASS X X
Start Temperature Rating COMP_START_TEMPERATURE_RATING X X
Start Pressure Rating COMP_START_PRESSURE_RATING X X
End End Type COMP_END_END_TYPE X X
End Isogen Symbol COMP_END_ISOGEN_SYM X X
End Component Class COMP_END_COMPONENT_CLASS X X
End Temperature Rating COMP_END_TEMPERATURE_RATING X X
End Pressure Rating COMP_END_PRESSURE_RATING X X
Branch1 End Type COMP_BRANCH1_END_TYPE X X
Branch1 Isogen Symbol COMP_BRANCH1_ISOGEN_SYM X X

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 Capability Review – Spec Export/Import Using Excel

Branc1 Component Class COMP_BRANCH1_COMPONENT_CLASS X X

Branc1 Temperature Rating COMP_BRANCH1_TEMPERATURE_RATING X X
Branc1 Pressure Rating COMP_BRANCH1_PRESSURE_RATING X X
Branch2 End Type COMP_BRANCH2_END_TYPE X X
Branch2 Isogen Symbol COMP_BRANCH2_ISOGEN_SYM X X
Branc2 Component Class COMP_BRANCH2_COMPONENT_CLASS X X
Branc2 Temperature Rating COMP_BRANCH2_TEMPERATURE_RATING X X
Branc2 Pressure Rating COMP_BRANCH2_PRESSURE_RATING X X
Apply same end type COMP_SAME_ENDTYPE X X
Apply same rating to all ends COMP_SAME_RATING X X
Isogen Identifier COMP_ISOGEN_IDENTIFIER X X
Isogen SKEY COMP_ISOGEN_SKEY X X
Topworks Data Table COMP_TOPWORK_TBL X X
Main Schedule COMP_MAIN_SCH X X
Reduction Schedule COMP_RED_SCH X X
Material COMP_MAT X X
Sort Sequence COMP_SORT_SEQUENCE X X
Long Description COMP_LONG_DESC X X
Short Description COMP_SHORT_DESC X X
Tag COMP_TAG X X
Part Number COMP_PART_NUMBER X X
Notes COMP_NOTES X X
Custom Field ‘ABC’ COMP_FIELD_ABC X -

Values for Component properties under the Basic Listing format are exported to reflect the property
settings assigned to each Component in the Specification Editor. Long Description/Short Description/Part
Number/Tag schemas are exported as their respective Schema strings. “Use Specification Schedule”,
“Use Specification Material”, etc. options are exported as “Use Specification Schedule”, “Use
Specification Material”, etc. accordingly.

Below screen captures illustrate.

Template Setup

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Capability Review – Spec Export/Import Using Excel

Export Results

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 Capability Review – Spec Export/Import Using Excel

Under the Detailed Component listing format, Component Data is exported per Component item size.
One record is exported for each Component item size available across the Specification Components.

When importing Specification updates back into the target Specification using the Specification Editor
Excel Import functionality, updates made to the Component Basic Listing will be imported only. Updates
made to the Component Detailed Listing will not be imported. The reason for this is that Component
properties in the Specification are managed at the Component item level, not at the Component item size
level.

Table 6 lists available Component properties with associated Named Cell references for Detailed Listing
format export. The Detailed Listing format Cell Names are identical to the Basic Listing format Cell
Names, with “_D” suffix. These are the single-value Component properties available for Excel export. The
Cell Name reference listed alongside each Component property indicates the Excel Cell Name used to
export each associated Component property using the Detailed Listing format. The Export/Import column
is marked by ‘X’ where applicable to designate properties are available for Export and Import respectively

Listed Specification property Cell Names included in the selected Excel Template will be populated with
the associated Component property value.

The location of the Named Cell in the Excel Template represents position of the exported Component
property value.

Listed Component property Cell Names excluded from the selected Excel Template will remove the
associated Component property value from export.
Table 6: Component Properties – Detailed Listing Format

Component Property Cell Name – Detailed Listing Format Export Import

Component Group Single COMP_GROUP_GRP_D X -
Component Group Repeat COMP_GROUP_RPT_D X -
Type COMP_TYPE_D X -
Data Table COMP_DATA_TBL_D X -
Size Range COMP_SIZE_EACH X -
BOM Type COMP_BOM_D X -
Layer Name COMP_LAYER_NAME_D X -
Color Index COMP_COLOR_INDEX_D X -
IndexCode COMP_INDEXCODE_D X -
Optional Component COMP_OPTIONAL_D X -
Start End Type COMP_START_END_TYPE_D X -
Start Isogen Symbol COMP_START_ISOGEN_SYM_D X -
Start Component Class COMP_START_COMPONENT_CLASS_D X -
Start Temperature Rating COMP_START_TEMPERATURE_RATING_D X -
Start Pressure Rating COMP_START_PRESSURE_RATING_D X -
End End Type COMP_END_END_TYPE_D X -
End Isogen Symbol COMP_END_ISOGEN_SYM_D X -
End Component Class COMP_END_COMPONENT_CLASS_D X -
End Temperature Rating COMP_END_TEMPERATURE_RATING_D X -
End Pressure Rating COMP_END_PRESSURE_RATING_D X -
Branch1 End Type COMP_BRANCH1_END_TYPE_D X -
Branch1 Isogen Symbol COMP_BRANCH1_ISOGEN_SYM_D X -
Branc1 Component Class COMP_BRANCH1_COMPONENT_CLASS_D X -
Branc1 Temperature Rating COMP_BRANCH1_TEMPERATURE_RATING_D X -

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 Capability Review – Spec Export/Import Using Excel

Branc1 Pressure Rating COMP_BRANCH1_PRESSURE_RATING_D X -

Branch2 End Type COMP_BRANCH2_END_TYPE_D X -
Branch2 Isogen Symbol COMP_BRANCH2_ISOGEN_SYM_D X -
Branc2 Component Class COMP_BRANCH2_COMPONENT_CLASS_D X -
Branc2 Temperature Rating COMP_BRANCH2_TEMPERATURE_RATING_D X -
Branc2 Pressure Rating COMP_BRANCH2_PRESSURE_RATING_D X -
Apply same end type COMP_SAME_ENDTYPE_D X -
Apply same rating to all ends COMP_SAME_RATING_D X -
Isogen Identifier COMP_ISOGEN_IDENTIFIER_D X -
Isogen SKEY COMP_ISOGEN_SKEY_D X -
Topworks Data Table COMP_TOPWORK_TBL_D X -
Main Schedule COMP_MAIN_SCH_D X -
Reduction Schedule COMP_RED_SCH_D X -
Material COMP_MAT_D X -
Sort Sequence COMP_SORT_SEQUENCE_D X -
Long Description COMP_LONG_DESC_D X -
Short Description COMP_SHORT_DESC_D X -
Tag COMP_TAG_D X -
Part Number COMP_PART_NUMBER_D X -
Notes COMP_NOTES_D X -
Custom Field ‘ABC’ COMP_FIELD_ABC_D X -

Values for Component properties under the Detailed Listing format are exported as the actual values
assigned to each Components size when placed in the model. Long Description/Short Description/Part
Number/Tag schemas are translated into the actual descriptions, part numbers, and tags assigned to
each Component size when placed in the model. “Use Specification Schedule”, “Use Specification
Material”, etc. options will be translated into the actual Schedule, Material, etc. values assigned to each
Component size when placed in the model.

Below screen captures illustrate.

Template Setup

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Export Results

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