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Page 1: DesSoft - Datasheets, how to do it

© 2010 DesSoft

Datasheets

Version: 1.0.0

Page 2: DesSoft - Datasheets, how to do it

All rights reserved. No parts of this work may be reproduced in any form or by any means - graphic, electronic, ormechanical, including photocopying, recording, taping, or information storage and retrieval systems - without thewritten permission of the publisher.

Products that are referred to in this document may be either trademarks and/or registered trademarks of therespective owners. The publisher and the author make no claim to these trademarks.

While every precaution has been taken in the preparation of this document, the publisher and the author assume noresponsibility for errors or omissions, or for damages resulting from the use of information contained in this documentor from the use of programs and source code that may accompany it. In no event shall the publisher and the author beliable for any loss of profit or any other commercial damage caused or alleged to have been caused directly orindirectly by this document.

Printed: February 2010 in Eldoraigne, South Africa

Datasheets

© 2010 DesSoft

Publisher Special thanks to:

All the people who contributed to this document.DesSoft

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3Contents

© 2010 DesSoft

Table of Contents

Foreword 0

Section I Datasheets 6

................................................................................................................................... 61 'Data' and 'Compare' Ranges

................................................................................................................................... 82 Linking Database Fields

................................................................................................................................... 93 Multi-Tag Datasheets

................................................................................................................................... 104 Bulk Datasheets

................................................................................................................................... 115 Additional Tables

................................................................................................................................... 126 Exercise

Section II Other Excel Documents 16

................................................................................................................................... 161 Bulk Other Excel Documents

................................................................................................................................... 162 Exercise

Index 0

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Datasheets

DesSoft - Engineering Design Documentation Software

Section

I

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6 Datasheets

© 2010 DesSoft

1 Datasheets

1.1 'Data' and 'Compare' Ranges

Defining the 'Data' and 'Compare' ranges on your Datasheet templates, allows the softwareto recognize and identify changes that were made to the document the last time it wasopened. These changes are then indicated with "<<" in the column next to the 'Data' range.(the blue column in the image below)

'Data' Range

The 'Data' range is classified as the area of linked fields on the Datasheet template. In otherwords, the part of the datasheet that will draw information from the database.

The first line in the Data range must have NO MERGED CELLS!!

Below is an example of a 'Data' range on a Datasheet template.

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7Datasheets

© 2010 DesSoft

'Compare' Range

The 'Compare' range is an EXACT COPY of the 'Data' range, but on another sheet in thesame document.

Below is an example of a 'Compare' range on a Datasheet template.

Copying and pasting the entire 'Datasheet' sheet on to the 'Compare' sheetwill only increase a Datasheet's loading time.

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8 Datasheets

© 2010 DesSoft

1.2 Linking Database Fields

1. Link all the fields to the 'FT Mass Flowmeter' Datasheet Template in the Project Libraryas indicated below.

Number Database field

1 Revision.Rev2 Revision.RevBy3 Revision.RevDate4 Revision.RevTitle5 Document.TagNum6 Document.Rev7 Document.SheetNo8 Document.SheetOf9 Document.DesignedBy10 Document.CheckedBy11 Document.ApprovedBy12 IIndex.POrder13 IIndex.ReqNo14 IIndex.TagNum15 Loop.Service16 IIndex.PIDNo17 IIndex.LineNum

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9Datasheets

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1.3 Multi-Tag Datasheets

1. Convert the 'TW Thermowells' Datasheet Template in the Project Library to a Multi-TagDatasheet.

2. Re-link the database fields to the appropriate ranges.

The end result must look like below.

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10 Datasheets

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1.4 Bulk Datasheets

The Bulk Datasheets Tool is used for the bulk creation/recreation of datasheets per tagnumber. Therefore, this tool is NOT to be used to create Multi-Tag Datasheets.

Create datasheets for all the FT's, using the Bulk Datasheet Tool.

1. In the menu bar, click Bulk Tools.2. In the Building Tools ribbon, click Build Datasheets.3. Filter for FT in the TagNum field of the Filter Bar.4. Highlight all the instruments in the Tag List.5. Highlight the 'FT Mass Flowmeter' template in the Template List.6. In the Template Association ribbon bar, click Associate Template with Tag Number(s).7. In the Datasheet ribbon bar, click Build Tags.8. In the Datasheet ribbon bar, click (Re)create.9. Exit Bulk Datasheets.

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1.5 Additional Tables

User custom defined tables are seen as "Additional Tables" in the system. Users may addtheir own tables with their own columns as required. These tables can be linked to 1Destables via a Tag Rule.

If a table needs to be linked to a 1Des table, a field as the primary key needs to be added inthe table. This field name has to be the Table's name plus "ID" e.g. if the table name is "ProcessData" the field required is "ProcessDataID" and has to be of type Long Integer orequivalent. Then this table name has to be entered into the AdditionalTable field in theTagRules table next to the Tag rule that is used to create the specific component. More thanone table can be linked to the same tag rule by just adding all the table names into the AdditionalTable field separated by a comma.

When an additional table is setup as described, 1Des will create a record in the additionaltable each time a component iscreated using the Tag Rule. The component's unique key (ID)will be written into the additional table's "*ID" field so that there will be an automatic relationbetween these tables.

Once the relation is established and the linked records are found, these additional table's fieldscan then be used in Document Tokens, Datasheets and Other Excel Documents.By defining a new query a new report can be created that can display all relevant informationas well.

Example

We create an instrument (55-TW-01) using the Area-Func-Num Tag Rule.We populate the Additional Tables field with an existing, non-standard table's name andsave the Tag Rule under a new name. The reason for saving the Tag Rule with a new name,is because we don't want to change the Area-Func-Num Tag Rule, since this will then affectALL the future components we create using the Area-Func-Num Tag Rule.When we create the component there will be a record in the IIndex table and in theMechanical table for 55-TW-01.The Mechanical table's fields will now be available for 55-TW-01 in Datasheets, Other ExcelDocuments, Queries and Reports.

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12 Datasheets

© 2010 DesSoft

1.6 Exercise

1. Create a Multi-Tag Datasheet for all the Thermowells in area 320.2. Link the Mechanical table's fields to the Thermowells Multi-Tag Datasheet.3. Using the Bulk Datasheet Tool, create a datasheet for all the TT's from the 'TT

Temperature Instruments' template.

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13Datasheets

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Datasheets

DesSoft - Engineering Design Documentation Software

Section

II

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16 Datasheets

© 2010 DesSoft

2 Other Excel Documents

The Other Excel Documents module works EXACTLY the same as the Datasheets module.It can be used to create various intelligent documents such as check sheets etc.Since it this module works on the same principle as the Datasheets module, it is possible tocreate Multi-Tag Other Excel Documents as well.

2.1 Bulk Other Excel Documents

The Bulk Other Excel Documents Tool works EXACTLY the same as the Bulk DatasheetsTool.The Bulk Other Excel Documents Tool is used for the bulk creation/recreation of OtherExcel Documents per tag number. Therefore, this tool is NOT to be used to create Multi-TagOther Excel Documents.

2.2 Exercise

1. Using the Bulk Other Excel Documents Tool, create an Other Excel Document for allthe cables from the 'Cable Check Sheet' template

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17Other Excel Documents

© 2010 DesSoft