In this video, Irene Radcliffe shows how to filter and export specific data fields from Data Manager into an Excel spreadsheet.
- [Instructor] When you export data from data manager,…we have the ability to control the type and the amount of…data included in the reports.…This is controlled easily by creating a set of custom…parameters that we use during the export process.…These are set up in the project settings.…Let's take a look.…So up at project manager, enter project setup,…and let's come down here to our P90 settings.…We want to look at export and import settings.…And we'll come up here and we're going to create…a new set of parameters.…
So in this one, I'm going to break out some valves,…so I'm just going to call this one the valve list,…and we'll just call it hand valves,…just a bit of a description.…Now what we're going to do is we're going to select…what we want to see on this list,…and we want to select and basically cherry pick the…information that we see regarding each class.…So I'm going to go come down to inline assets here,…and I'm going to choose the top heading on the hand valves.…And then I'm going to expand that down a little bit.…
Author
Irene Radcliffe
Released
3/28/2017- Accessing data in Project Manager
- Reviewing P&ID class definitions
- Reviewing drawing properties vs. project properties
- Creating a new project
- Managing files
- Setting up P&ID project paths
- Working with custom project properties
- Creating custom P&ID symbols, component tags, and animation
- Modifying existing symbols
- Setting layers, fonts, and linetypes
Skill Level Intermediate
Duration
Views
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Introduction
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Welcome53s
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1. Get Started
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Project Manager overview4m 25s
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Project Setup interface6m 22s
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2. Create a New Project
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Create a duplicate project2m 45s
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3. File Management
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Rename drawing files2m 7s
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Modify drawing properties3m 41s
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4. Set Up Your Project
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Set up P&ID project paths3m 12s
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Use drawing templates3m 20s
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Lock project properties1m 21s
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5. Custom Project Properties
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6. Create Custom P&ID Symbols
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Set symbol properties5m 42s
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Understand selection lists4m 42s
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Set a default tag format4m 18s
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7. Create Custom Component Tags
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8. Create Custom Annotation
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Understand annotation blocks2m 54s
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Set annotation properties3m 29s
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9. Modify Existing Symbols
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Create a new one-off symbol2m 33s
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10. Drawing Templates
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11. Project Tools
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Data Validation tool6m 1s
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Audit your project database2m 23s
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Export to AutoCAD2m 57s
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12. Data Manager
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Create a custom report3m 17s
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13. Report Creator
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Explore the user interface3m 18s
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Edit your report layout5m 30s
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Conclusion
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Next steps47s
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Video: Configure import and export settings