AVEVA P&ID Reports 12.2.

SP1
User Guide
AVEVA Solutions Ltd

Disclaimer
1.1 AVEVA does not warrant that the use of the AVEVA software will be uninterrupted, error-free or free from
viruses.

1.2 AVEVA shall not be liable for: loss of profits; loss of business; depletion of goodwill and/or similar losses; loss of
anticipated savings; loss of goods; loss of contract; loss of use; loss or corruption of data or information; any
special, indirect, consequential or pure economic loss, costs, damages, charges or expenses which may be
suffered by the user, including any loss suffered by the user resulting from the inaccuracy or invalidity of any data
created by the AVEVA software, irrespective of whether such losses are suffered directly or indirectly, or arise in
contract, tort (including negligence) or otherwise.

1.3 AVEVA's total liability in contract, tort (including negligence), or otherwise, arising in connection with the
performance of the AVEVA software shall be limited to 100% of the licence fees paid in the year in which the user's
claim is brought.

1.4 Clauses 1.1 to 1.3 shall apply to the fullest extent permissible at law.

1.5 In the event of any conflict between the above clauses and the analogous clauses in the software licence under
which the AVEVA software was purchased, the clauses in the software licence shall take precedence.

Copyright
Copyright and all other intellectual property rights in this manual and the associated software, and every part of it
(including source code, object code, any data contained in it, the manual and any other documentation supplied
with it) belongs to, or is validly licensed by, AVEVA Solutions Limited or its subsidiaries.

All rights are reserved to AVEVA Solutions Limited and its subsidiaries. The information contained in this document
is commercially sensitive, and shall not be copied, reproduced, stored in a retrieval system, or transmitted without
the prior written permission of AVEVA Solutions Limited. Where such permission is granted, it expressly requires
that this copyright notice, and the above disclaimer, is prominently displayed at the beginning of every copy that is
made.

The manual and associated documentation may not be adapted, reproduced, or copied, in any material or
electronic form, without the prior written permission of AVEVA Solutions Limited. The user may not reverse
engineer, decompile, copy, or adapt the software. Neither the whole, nor part of the software described in this
publication may be incorporated into any third-party software, product, machine, or system without the prior written
permission of AVEVA Solutions Limited, save as permitted by law. Any such unauthorised action is strictly
prohibited, and may give rise to civil liabilities and criminal prosecution.

The AVEVA software described in this guide is to be installed and operated strictly in accordance with the terms
and conditions of the respective software licences, and in accordance with the relevant User Documentation.
Unauthorised or unlicensed use of the software is strictly prohibited.

Copyright 1994 to current year. AVEVA Solutions Limited and its subsidiaries. All rights reserved. AVEVA shall not
be liable for any breach or infringement of a third party's intellectual property rights where such breach results from
a user's modification of the AVEVA software or associated documentation.

The AVEVA P&ID user interface is based on the Microsoft® Office Fluent™ user interface.

The Licensor (BSI Standards Limited) represents and warrants that is owns all the necessary intellectual property
rights or has been assigned to act on behalf of the copyright holders to provide the services under this license.

Extracts from ISO and BSI publications are reproduced within this AVEVA product with permission of the BSI
Standards Limited (BSI) under license number 2013ET0015. Copyright subsists in all ISO and BSI publications.

Trademark
AVEVA and Tribon are registered trademarks of AVEVA Group plc or its subsidiaries. AVEVA product names are
trademarks or registered trademarks of AVEVA Solutions Limited or its subsidiaries. Unauthorised use
oftrademarks belonging to AVEVA Group plc or its subsidiaries is strictly forbidden.

Fluent is a trademark of Microsoft Corporation and the Fluent user interface is licensed from Microsoft Corporation.

AVEVA Solutions Ltd, High Cross, Madingley Road, Cambridge, CB3 0HB, United Kingdom.
 AVEVA P&ID Reports User Guide

AVEVA P&ID Reports User Guide

Contents Page

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1:1
Purpose of AVEVA P&ID Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1:1
Use of AVEVA P&ID Reports - Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1:1

Integration with AVEVA P&ID. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:1

Accessing AVEVA P&ID Reports. . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:1
Access Rights . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:2

The User Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:1

User Interface Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:1
The File Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:1
The Home Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:3
The Compare/Update Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:6

Message Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:1

Populating an AVEVA P&ID Database. . . . . . . . . . . . . . . . . . . . . . . . 6:1
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:1
Consolidating AVEVA P&ID Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:1
Importing Data from AVEVA Engineering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:2

Viewing an AVEVA P&ID Reports Database . . . . . . . . . . . . . . . . . . . 7:1

The Data Tabs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:1
Data Display Fonts and Colours . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:2

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 AVEVA P&ID Reports User Guide

Column Alias Tooltips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:2

Changing the Order and Width of Columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:2
Sorting Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:3
Grouping Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:3
Fixing Column Headings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:5
Filtering Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:6
Refreshing Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:10

Specifying Database Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:1

The Options Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:1
Table Columns Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:2
Fonts and Colours Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:3
Options Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:5
Excel Reports Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:6
Line Consolidation Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:15
Issue Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:16
Compare/Update Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:19
Restoring Default Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:32

Adding and Editing Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9:1

Creating New Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9:1
Editing Item Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9:5
Making Deleted Items into New Unassigned Items. . . . . . . . . . . . . . . . . . . . . . . 9:6

Modifying Database Content using Excel Spreadsheets . . . . . . . 10:1

Exporting to an Excel Spreadsheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10:1
Editing the Data in the Spreadsheet. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10:1
Importing the Modified Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10:1
Review Import Results. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10:2

Comparing and Updating Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11:1

Comparing Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11:1
Updating Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11:4
Compare/Update Row Colours . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11:6

Producing Excel Spreadsheet Reports . . . . . . . . . . . . . . . . . . . . . . 12:1

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 AVEVA P&ID Reports User Guide

Report Production Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12:1

Creating Reports by Exporting from the Grid . . . . . . . . . . . . . . . . . . . . . . . . . . 12:1
Creating Reports using Predefined Queries . . . . . . . . . . . . . . . . . . . . . . . . . . . 12:2
Creating Reports using User Defined Queries . . . . . . . . . . . . . . . . . . . . . . . . . 12:4
Creating Reports on Duplicated and Untagged Items . . . . . . . . . . . . . . . . . . . 12:8
Creating Reports for Multiple Items using Item Category Specific Templates . . .
12:9
Creating Reports for Single Items using Item Category Specific Templates 12:10
Creating a Main Pipeline Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12:14

Issuing Records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13:1

Compressing and Clearing the Database . . . . . . . . . . . . . . . . . . . . 14:1
Compressing the Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14:1
Clearing the Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14:2
Clearing the Intermediate “Raw” Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14:3

Saving and Exiting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15:1

Saving . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15:1
Exiting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15:1

Appendix - Editable and Non-Editable Attributes in P&ID ReportsA:1

Equipment. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A:1
Nozzles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A:2
Valves . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A:3
Instruments. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A:5
Inline Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A:8
Drawings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A:11
Line . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A:12
Instrument Loops . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A:16

Appendix - Compare/Update Basic Mappings . . . . . . . . . . . . . . . . .B:1

AVEVA Electrical Source Basic Mappings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B:1
AVEVA Instrumentation Source Basic Mappings . . . . . . . . . . . . . . . . . . . . . . . . B:2
AVEVA Engineering Source Basic Mappings . . . . . . . . . . . . . . . . . . . . . . . . . . . B:2
AVEVA Schematics Source Basic Mappings . . . . . . . . . . . . . . . . . . . . . . . . . . . B:4

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 AVEVA P&ID Reports User Guide

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 AVEVA P&ID Reports User Guide
Introduction

1 Introduction

1.1 Purpose of AVEVA P&ID Reports

The purpose of AVEVA P&ID Reports is to enable AVEVA P&ID users to transfer drawing
data into an SQL database, and to use this database to generate reports.

1.2 Use of AVEVA P&ID Reports - Overview

• When an export is carried out from AVEVA P&ID, output files are created which contain
all the data required to populate the database.
• Optionally, as part of this procedure, the contents of the output files may automatically
populate the P&ID Reports database tables.
• Alternatively, the output files may be imported “manually” from within P&ID Reports.
• Data may also be imported from AVEVA Engineering.
• Within P&ID Reports, the data may be viewed. Facilities are provided to group, sort,
filter and summarise this data. Items can be added and edited.
• Data can be modified by exporting it to an Excel spreadsheet, modifying it in the
spreadsheet, and then importing it back into the database.
• Data can be compared with equivalent data held in other data sources, e.g. other
AVEVA P&ID projects, other AVEVA products and Excel spreadsheets. If required, the
current project can be updated with this data.
• Reports may be generated by exporting data to Microsoft Excel.
• Records can be issued. Each issue of a record is assigned an automatically generated
revision identifier.
For more information on how P&ID Reports is integrated with AVEVA P&ID, see 2:
Integration with AVEVA P&ID.
For information on how to access P&ID Reports, see 3: Accessing AVEVA P&ID Reports.
For details of the user interface see 4: The User Interface.
For information on viewing the log of messages issued during a session, see 5: Message
Log.
For the procedures for populating a P&ID Reports database with AVEVA P&ID and AVEVA
Engineering data, see 6: Populating an AVEVA P&ID Database.
For information on viewing data and data viewing options, see 7: Viewing an AVEVA P&ID
Reports Database.
For information on how to set preferences and options, see 8: Specifying Database Settings
For information on how to create and edit items in the database, see 9: Adding and Editing
Items.

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 AVEVA P&ID Reports User Guide
Introduction

For information on how to modify data by editing it in, and importing it from, Excel
spreadsheets, see 10: Modifying Database Content using Excel Spreadsheets.
For information on how to compare data with data in other sources and update it from these
sources, see 11: Comparing and Updating Data.
For information on how to generate reports by exporting data to Microsoft Excel, see 12:
Producing Excel Spreadsheet Reports.
For information on how to issue records, see 13: Issuing Records.
For information on how to compress the database and to clear the database, see 14:
Compressing and Clearing the Database.
For information on saving changes to the database and exiting, see 15: Saving and Exiting.

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 AVEVA P&ID Reports User Guide
Integration with AVEVA P&ID

2 Integration with AVEVA P&ID

Note: Refer to the AVEVA P&ID documentation for further details.

An AVEVA P&ID Reports database is populated with data generated by the synchronisation
process in AVEVA P&ID, using one of the following methods:
• The synchronisation process may export “consolidated” data directly into the AVEVA
P&ID Reports database. The data will be displayed in P&ID Reports the next time the
database is opened or the grids refreshed.
• The synchronisation process may export “unconsolidated” data to an intermediate or
“raw” database. The data must then be consolidated and will then be added to the
P&ID Reports database proper and displayed in the grids. See 6.2: Consolidating
AVEVA P&ID Data.
“Consolidated” data is drawing data in which lines that appear in multiple drawings in
AVEVA P&ID are consolidated into a single line in an AVEVA P&ID Reports database.
When data is exported into a P&ID Reports database (rather then just to output files), the
database is specified in the configuration settings for the AVEVA P&ID project. By default,
data will be exported to the default database (PidReports) which is created automatically
when a new project is created or when an existing project is upgraded from a previous
version of AVEVA P&ID. However, using the AVEVA P&ID Project Administration program,
another database may be created and selected as the destination for exported drawing
data.
Another project configuration setting specifies whether or not UDA values are to be
displayed on the same tabs as the items they are associated with (assuming there are fields
available for them to be displayed in), as well as on the UDA tab (see 7.1: The Data Tabs).
The P&ID Reports database with which the AVEVA P&ID project is linked can also be
launched from AVEVA P&ID (see 3: Accessing AVEVA P&ID Reports).
If the database has been logged into in AVEVA P&ID, there is no need to do so again when
the database is opened in P&ID Reports, whether it is opened from AVEVA P&ID or not.

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 AVEVA P&ID Reports User Guide
Integration with AVEVA P&ID

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 AVEVA P&ID Reports User Guide
Accessing AVEVA P&ID Reports

3 Accessing AVEVA P&ID Reports

AVEVA P&ID Reports can be accessed from within AVEVA P&ID, from an option on the
Manage tab (see AVEVA P&ID documentation for details). When AVEVA P&ID Reports is
opened from AVEVA P&ID, the AVEVA P&ID project database is opened automatically.
Otherwise AVEVA P&ID Reports is opened from the AVEVA P&ID Common Launcher. Start
AVEVA P&ID Common Launcher by clicking on the desktop shortcut, for example:

The launcher is then displayed:

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 AVEVA P&ID Reports User Guide
Accessing AVEVA P&ID Reports

Select the required project from the row of tiles along the top of the screen by clicking on it.
Use the arrow buttons < > at each end of the row of these tiles to browse through the list of
projects.
Once a project is selected, the launcher will then open a tile displaying the name and
description of that project (click the >> button in that tile to return to the list of projects).
User name and password fields will also be displayed. The User field includes a list of all
project users. Complete these fields as required. Then navigate to Reports tile and click on
it (use the arrow buttons < > at each end of the row of tiles to browse the list of applications).

3.1 Access Rights

There are four levels of access rights:
• Read-only access rights enable the user to view the data only. Data may not be edited.
• Modify access rights enable the user to edit data in the database.
• Import access rights enable the user to modify data as above, and to import data into
the database.
• Administrator access rights enable the user to edit and import data as above, and to
change any database preference setting (see 8: Specifying Database Settings). For
users that do not have Administrator access rights, access to database preferences
settings is restricted to those on the Fonts and Colours Tab and the Options Tab.
The current access rights level of the user is displayed in the status bar at the bottom of the
P&ID Reports window.

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 AVEVA P&ID Reports User Guide
The User Interface

4 The User Interface

4.1 User Interface Overview

The main User Interface of AVEVA P&ID Reports consists of:
• A Quick Access Toolbar which by default includes controls for saving a database (see
15.1: Saving). The toolbar can be customised by adding and removing options to and
from it in the normal way.
• A tab bar consisting of three tabs: File, Home and Compare/Update, on which most of
the user interface controls are located.
See 4.2: The File Tab, 4.3: The Home Tab and 4.4: The Compare/Update Tab for
details.
• A number of Data Tabs beneath the tab bar in which he data from the current database
is displayed in grid format. Each grid displays the content of one of the database tables.
See 7.1: The Data Tabs for details.
• A Status Bar, which displays messages relating to the current status and activities of
the application, indicates if a filter has been displayed to the grid currently being
viewed, and displays the access rights of the current user.

4.2 The File Tab

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 AVEVA P&ID Reports User Guide
The User Interface

The File tab displays a menu which consists of the following options:
Consolidate
Used to consolidate unconsolidated data exported from the associated AVEVA P&ID project
so that it is displayed in the grids. See 6.2: Consolidating AVEVA P&ID Data.
Save
Used to save changes to the database. See 15.1: Saving.
Settings
This sub-menu consists of the following options:
Preferences
Used to open the Options dialog, used to specify database settings. See 8.1: The
Options Dialog.
Reset settings
Used to reset database settings to their defaults. See 8.9: Restoring Default Settings.
Compress Database
Used to compress the database by removing records of all items that have been
marked as deleted. See 14.1: Compressing the Database.
Clear Database
Used to clear selected database tables. See 14.2: Clearing the Database.
Export

This sub-menu consists of the following options:

Grid to Excel
Used to generate a report spreadsheet by exporting data directly from the data grid.
See 12.2: Creating Reports by Exporting from the Grid.
Database to Excel
Used to generate a report spreadsheet by exporting data from predefined database
queries. See 12.3: Creating Reports using Predefined Queries.

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 AVEVA P&ID Reports User Guide
The User Interface

Report Inconsistencies
Used to generate a report spreadsheet by exporting data from predefined database
queries on duplicated items, untagged items and lines with no source and/or
destination defined. See 12.5: Creating Reports on Duplicated and Untagged Items
Help
A sub-menu from which the online help and “About” the application information can be
opened.
Exit
Used to close the application. See 15.2: Exiting.

4.3 The Home Tab

4.3.1 Database Group

Refresh
Used to refresh the display of data in the grids. See 7.9: Refreshing Data.
LogIn
Used to login to a database. See 3.1: Access Rights.
Open Tab
Used to open a data tab selected from the list above this option. See 7.1: The Data Tabs.

4.3.2 Reports Group

Customized View
Used to create an Excel spreadsheet report for a category of item, such as instruments or
equipment. See 12.6: Creating Reports for Multiple Items using Item Category Specific
Templates.

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Report Inconsistencies
Used to generate a report spreadsheet by exporting data from predefined database queries
on duplicated items, untagged items and lines with no source and/or destination defined.
See 12.5: Creating Reports on Duplicated and Untagged Items.
Database To Excel
Used to generate a report spreadsheet by exporting data from predefined database queries.
See 12.3: Creating Reports using Predefined Queries.
Grid To Excel
Used to generate a report spreadsheet by exporting data directly from the data grid. See
12.2: Creating Reports by Exporting from the Grid.
Main Pipelines
Used to create an Excel spreadsheet report for the main pipelines in the database. See
12.8: Creating a Main Pipeline Report.

4.3.3 Import/Export Group

Consolidate
Used to consolidate all unconsolidated data exported from the associated AVEVA P&ID
project so that it is displayed in the grids. See 6.2: Consolidating AVEVA P&ID Data.
Excel Export
Used to export the content of the database to a spreadsheet for editing. See 10.1: Exporting
to an Excel Spreadsheet.
Excel Open
Used to open an exported a spreadsheet for editing. See 10.2: Editing the Data in the
Spreadsheet.
Excel Import
Used to import modified data from a spreadsheet and update the database. See 10.3:
Importing the Modified Data.

4.3.4 Issue Group

Issue
This option opens the following menu:

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The menu consists of the following options:

Issue Grid
Used to issue all records listed in the current grid.
Issue Records
Used to issue records selected in the current grid.
See 13: Issuing Records.

4.3.5 Options Group

Preferences
This option opens the following menu:

The menu consists of the following options:

Preferences
Used to open the Options dialog, used to specify database settings. See 8.1: The
Options Dialog.
Reset Settings
Used to reset database settings to their defaults. See 8.9: Restoring Default Settings.
Clear Log File
Used to clear the contents of the message log file. See 5: Message Log.
Open Log File
Used to open the message log file. See 5: Message Log.

4.3.6 Database Administrator Group

Clear Raw Database
Used to clear selected data from the intermediate or “raw” database. See 14.3: Clearing the
Intermediate “Raw” Database.
Clear Database
Used to clear selected database tables. See 14.2: Clearing the Database.

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Compress Database
Used to compress the database by removing records of all items that have been marked as
deleted. See 14.1: Compressing the Database.

4.3.7 Data Management Group

CompareUpdateLink
Used to access the Compare/Update tab. See 4.4: The Compare/Update Tab.

4.3.8 Filter Settings Group

Save Filter
Used to save the current filter or filters applied to the grids so that they can be reapplied at
another time. See 7.8.3: Saving and Restoring Filters.
Restore Filter
Used to apply a saved filter to the grids. See 7.8.3: Saving and Restoring Filters.
Delete Filter
Used to delete a saved filter. See 7.8.3: Saving and Restoring Filters.

4.4 The Compare/Update Tab

The Compare/Update tab can be accessed in the normal way or from the
CompareUpdateLink option in the Data Management Group of The Home Tab.

Note: This tab is only available if the user logs into AVEVA P&ID Reports with ADMIN or
IMPORT access rights.

4.4.1 Source Selection Group

Local
Used to specify whether the data source that the current AVEVA P&ID database is to be
compared to is a locally installed AVEVA product or Excel spreadsheet, or if unchecked,
data from another AVEVA P&ID project or an Excel spreadsheet via a service. See 11.1:
Comparing Data.
Source Type list
Used to select the type of data source that the current AVEVA P&ID database is to be
compared to. See 11.1: Comparing Data.

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Configuration list
Used to select the configuration to be used by the comparison process. See 11.1:
Comparing Data.

4.4.2 Source Group

Refresh
Used to re-run the compare process and refresh the data in the grid with up-to-date data.
See 11.1: Comparing Data.
LogIn/LogOff
Used to log into and log out from a source. Changes from LogIn to LogOff when a source is
logged into, and back to LogIn once a source is logged out from. See 11.1: Comparing
Data.

4.4.3 Destination Group

Update Database
Used to update the target AVEVA P&ID database with selected differences found by the
compare process. See 11.2: Updating Data.

4.4.4 Configurations Group

Options
Used to open the Options dialog, used to specify database settings, including those for the
Compare/Update facility. See 8.1: The Options Dialog.
Accept All
Used to check the Accept checkboxes for all the rows of data returned by the compare
process, i.e. select all them to update the target AVEVA P&ID database. See 11.2: Updating
Data.
Grid Colour Settings
Used to open the Compare update grid colour settings dialog, in which the background
colours of the rows in the Compare/Update grids that indicate the status of the data in the
rows can be viewed and changed. See 11.3: Compare/Update Row Colours.

4.4.5 Attributes Group

Side-by-Side View
This option opens the following menu:

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The menu consists of the following options:

All Mapped Attributes
Used to view the source and target values of all attributes included in the compare
process side-by-side. See 11.1.1: Viewing Attributes Side by Side.
Difference Only
Used to view the source and target values of attributes included in the compare
process that are different in the target than in the source side-by-side. See 11.1.1:
Viewing Attributes Side by Side.

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Message Log

5 Message Log

The Message Log displays all messages issued during the current session. It is
automatically opened and closed when P&ID Reports is opened and closed:

The latest message is displayed at the bottom of the list.

The message log is saved to the location specified in the Selected Path field on the Options
Tab of The Options Dialog. It can be opened and cleared using the Open Log File and
Clear Log File options, accessed from the Preferences option in the Options group of The
Home Tab.

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Message Log

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Populating an AVEVA P&ID Database

6 Populating an AVEVA P&ID Database

6.1 Introduction
Using AVEVA P&ID Reports facilities, an AVEVA P&ID database can be populated either
from AVEVA P&ID drawings, or from data imported from AVEVA Engineering.
Data transferred from AVEVA P&ID can be either consolidated or unconsolidated when
imported. Facilities are provided in AVEVA P&ID Reports to consolidate data which is
imported unconsolidated.
Continue at:
• 6.2: Consolidating AVEVA P&ID Data
• 6.3: Importing Data from AVEVA Engineering

6.2 Consolidating AVEVA P&ID Data

The synchronisation process in AVEVA P&ID may export “unconsolidated” data to either an
intermediate or “raw” P&ID Reports database, or to a number of output files.
In order to import this data into the P&ID Reports database proper, it must be consolidated.
“Consolidated” data is drawing data in which lines that appear in multiple drawings in
AVEVA P&ID are consolidated into a single line in an AVEVA P&ID Reports database. The
settings used to consolidate data are specified on the Line Consolidation Tab of the
Options dialog.
To consolidate data and add it to the database, select the Consolidate option from The File
Tab menu, or select the Consolidate option from the Import/Export group of The Home
Tab.
The consolidation process then takes place. The drawing data in the raw database and/or
output files generated from drawings in the associated AVEVA P&ID project is then added to
the P&ID Reports database and displayed in the data grids.

Note: If reports for isolation area details have been generated in AVEVA P&ID, they will be
added to the P&ID Reports database by the consolidation process.

Note: If duplicate equipment is to be merged as part of the consolidation process, then the
USER_MERGEDUPLICATEEQUIPMENT user-defined directives on the
Miscellaneous – Settings pane of the AVEVA P&ID Administration Program should
be set to ‘Yes’.

Note: If duplicate instruments are to be merged as part of the consolidation process, then
the USER_MERGEDUPLICATEINSTRUMENTS user-defined directives on the
Miscellaneous – Settings pane of the AVEVA P&ID Administration Program should
be set to ‘Yes’.

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Populating an AVEVA P&ID Database

Note: If duplicate loops are to be merged as part of the consolidation process, then the
USER_MERGEDUPLICATELOOPS user-defined directives on the Miscellaneous –
Settings pane of the AVEVA P&ID Administration Program should be set to ‘Yes’.

6.3 Importing Data from AVEVA Engineering

Before data can be imported from AVEVA Engineering, an AVEVA Engineering database
must be specified as the source of the import, and mapping between AVEVA Engineering
and AVEVA P&ID fields must be set up. These procedures are carried out using the
Compare/Update tab of the Options dialog (see 8.8: Compare/Update Tab).
The AVEVA Engineering database must also be logged onto. This may either be done using
a button on the Engineering Data tab of the Options dialog, or by selecting the Login option
in the Engineering Data group of The Home Tab.
Once the above procedures have been completed, the import may take place. Select the
Import option in the Engineering Data group of The Home Tab to start the import.
The Import from AVEVA Engineering Data Model dialog is then displayed:

The dialog displays the total number or items to be imported. It also displays sub-totals of
new items, items existing in the P&ID database that will be updated by the import, items
existing in the P&ID database that will not be updated by the import, and items existing in
the P&ID database that have been deleted in AVEVA Engineering (see 6.3.1: Processing
Deleted Items).
To import the items individually select the Process one by one button to display the Import
Differences dialog. The grid view will display details of the first items to be imported.
To import the all items at once select the Batch process all button to display the Import
Differences dialog. The grid will display details of all the items to be imported.

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Select the individual item fields to be imported by clicking their relevant checkboxes, or
choose all the records by checking the Accept all checkbox.
Select the Save button to proceed with the import.
If the Batch process all option was selected, the complete import then takes place. All
selected items are imported.
If Process one by one option was selected, the first item is imported. The dialog will then
refresh to display details of the next item. Proceed as described above until each item has
been imported.
The new and updated item data will be displayed in the data tabs. Items imported from
AVEVA Engineering will display “Engineering” in their DataSource fields, and unique
Engineering identifiers for each item in their Reference Key fields.

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6.3.1 Processing Deleted Items

If there are any items existing in the P&ID database that have been deleted in AVEVA
Engineering, select the Process deleted button on the Import from AVEVA Engineering
Data Model dialog to process them. Details of the deleted items are then listed:

To delete such an item in the P&ID database, check its Delete checkbox. Once the required
checkboxes are checked, select the Delete button to continue.
Once the import procedure is complete, each of the items selected for deletion in the above
dialog is marked as deleted in the AVEVA P&ID database, i.e. records of such items are
assigned a record status of 'D’ in AVEVA P&ID Reports.
Also, in P&ID the tags of such items will be “null”, i.e. they will be replaced with the project
null character on drawings and elsewhere.

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7 Viewing an AVEVA P&ID Reports Database

7.1 The Data Tabs

The drawing data imported from AVEVA P&ID is displayed in grid format in a number of
tabs. Each displays the content of one of the database tables:

There is a tab for each category of item (e.g. equipment, instruments, inline components
etc), for lines, for drawing data, ports, instrument loops and for user defined attributes (the
UDA tab). Tabs may also list associated items, e.g. the Instruments tab lists associated
instrument conditioning devices and instrument interlocks.
To open a tab, select it from the list in the Database group of The Home Tab, and then click
Open Tab. To close a tab, click the X button that is displayed when the mouse cursor is
hovered over the tab title.

Note: The Customised Report tab is open by default if the Display Customised Report
checkbox on the Options Tab of the Options dialog is checked.

On the Equipment and Lines tab “Yes” in the RefObjectYN column indicates that the item is
a “child” item that references a “parent” or reference object. Child items have the same
properties as their parent objects they reference (except their handles or branch ids). The
RefObjectDrawingId and RefObjectParentId columns display the identify of the drawing
number and tag number / line number of the parent object.
The Table Columns Tab on the Options dialog can be used to change which columns are
displayed and the default order that they are displayed in.

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7.2 Data Display Fonts and Colours

The font of a value may indicate whether or not the value may be edited. In the above
example, all text is italic, indicating that none of these values may be edited.
The colours of cell backgrounds may indicate whether the value in that cell has been
inserted, changed or removed, or is unchanged.
The colours of column headings may indicate whether the column is a column displaying
“normal” item or drawing data, a UDA column, or a column added by the user.
The fonts of editable and non-editable values, cell colours and column heading colours are
specified on the Fonts and Colours Tab of the Options dialog. Whether or not cell
background colours are used can be switched on and off on the Options Tab.

7.3 Column Alias Tooltips

If the mouse cursor is hovered over a column heading a tooltip is displayed that may show a
more user-friendly or project-relevant alias for a column. For example:

The aliases for Pipe Project Definable, Instrument Dialog Label, Instrument Panel Dialog
Label, and Equipment Dialog Box Labels fields are set in the AVEVA P&ID Project
Administrator program.
Aliases for all other column headings may be set up on the Table Columns Tab of the
Options dialog.

7.4 Changing the Order and Width of Columns

The order in which columns are displayed from left to right can be changed. To change the
position of a column, drag and drop the column heading to the required position.

The width of columns may also be changed. Place the cursor at the edge of a column
heading, hold down the left-mouse button and drag it out or in to the required width.

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7.5 Sorting Data

To sort records in a tab by a specific attribute, click on the heading of the appropriate
column.
For example, to sort the items by Prefix, click on the Owner Handle heading at the top of the
Owner Handle column. The items will then be sorted alphanumerically by Owner Handle
(from lowest to highest).
The column by which records are currently sorted is indicated by a downwards or upwards
pointing arrow in the column heading. The direction of the arrow indicates the order in which
the records are sorted. Click on the column heading to reverse the sort order.

7.6 Grouping Data

The format of the display of items can be changed so that records with attribute values in
common are grouped together. For example, item records can be grouped according to their
Description or Tag.
The grouping bar is displayed above the column headings:

To group data, drag and drop the column heading of the attribute in question into the
grouping bar.

The form then changes to display the name of each group in the following format:
<Attribute Name>: <Attribute Value> <(Number of records in the group)>.

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The name of the column that records are grouped by is displayed in the grouping bar.

To view the items within a group, click on the “+” button next to the group name. The items
are then listed under the name. Press the “-“ button to close the list.

Note that the fields within a group can be fixed, sorted, moved and filtered in the normal
way.

7.6.1 Grouping by Multiple Attributes

Records can be grouped by more than one attribute. For example, by Description and then
by Tag. To group by a second attribute, for example Tag, drag and drop the heading of this
attribute into the grouping bar.
If the heading of the second attribute (e.g. Tag) is dropped to the right of the first attribute
(Description), items will be grouped first by (Description), then by (Tag). For example, each

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group of item records with the same Description will be sub-divided into groups of items with
the same Tag.

If the second heading is dropped to the left of the first heading, records will be grouped the
other way round.

7.6.2 Ungrouping Data

To “ungroup” data, drag and drop the column heading or heading from the grouping bar
back to the column bar.

7.7 Fixing Column Headings

Columns can be fixed. When a column is fixed, it is moved to the left-hand edge of the
display, and remains fixed in that position and visible when the tab is scrolled to the right.
Pin buttons are displayed in the column headings.
To fix a column, click on the pin button in the column heading.

The pin button changes to indicate that the column is pinned. The column is moved so that it
is the first column on the left. Multiple columns can be pinned at the same time.

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In the example below, the Owner Handle column has been fixed. The other columns are not
fixed.

To un-pin a column, press the button again. The column is no longer pinned, but will remain
in the far-left position.

7.8 Filtering Data

The data displayed in a form can be filtered so that only items that meet the criteria set in
the filter conditions are displayed.
If a filter is currently applied to a data tab, this will be indicated in the status bar at the bottom
of the P&ID Reports window.
The filtering row is displayed beneath the column headings.
The filtering row includes two buttons. One is used to display a list of values from which an
operator can be displayed, for example Equals, Starts with, Contains, Less Than etc.

The symbol for the selected operator is displayed on the button. The default operator
(“Starts with”) is indicated with a capital “A”.
The other button displays a list of values which contains every value displayed in the
column, plus Custom, Blanks and NonBlanks.

To set up a filter:
1. Select an operator from the Operator list in the heading of the column that contains the
attribute that data is to be filtered by. The symbol on the list button displays the selected
operator.

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2. From the value list, select a value that the operator is to be applied to in order to filter
the data. The selected value is displayed in the field between the two buttons.
3. If (Blanks) is selected, the operator will be applied to fields in the column which are
blank, e.g. the filter may restrict the data displayed to those records that do not have a
value in the selected column.
4. If (NonBlanks) is selected, the operator will be applied to fields in the column which are
not blank.
5. If (Custom) is selected, the Enter filter criteria dialog will be displayed. This is used to
set up more advanced filters (see below).
6. Alternatively, type the value in the field between the two list buttons. A partial value may
be typed into the field.
7. For example, if the user enters AB-12 in the Tag field, and selects the Contains
operator, only those item records with a Tag containing that string of characters are
displayed. If the Starts with operator is selected, only those item records with a Tag
starting with that string are displayed.
8. Once an operator and value has been selected, the filter is immediately applied.
Multiple filters can be applied to data in a form, i.e. filters can be set up in more than one
column at a time.
In this example, the Owner Handle column has been filtered so that the tab only displays
records with a “non-blank”, i.e. populated Owner Handle field.

7.8.1 Removing Filtering

To remove all filtering from a tab, press the button at the end of the filter row: .

7.8.2 Applying a Custom Filter

More complicated filters can be set up using the Enter filter criteria dialog. To access,
select the (Custom) option in the operators list. The Enter filter criteria for [name of field]
dialog is then displayed.
Two types of filter conditions can be set up using this dialog, “And” and “Or”. For data to be
displayed on a form, it must either match all of the “And” conditions and at least one of the
“Or” conditions.
To set up a custom filter:
1. Specify whether the filter conditions are “And” conditions or “Or” conditions by selecting
the required option from the Filter based on list.
2. Filter conditions are defined in the row of fields below the Filter based on list. The first
field displays the attribute being filtered.
3. In the second field, elect an operator, e.g. “= Equals”.
4. In the third field, select a value to filter by.

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5. To add a second condition, select the Add. Another row of fields is then added to the
form in which a filter condition can be entered as described above. Repeat for each
required filter condition.
6. To delete a condition, select it and press the Delete button.
7. When all the required filter conditions have been set up, press the OK button. The filter
will then be applied to the tab.

7.8.3 Saving and Restoring Filters

Filters can be saved and then re-applied to data tab grids at a later time.
Multiple filters can be saved in one go under a single name, i.e. all the filters currently
applied at time of saving. They can then be subsequently re-applied to all the data tabs that
were subject to those filters.

Saving a Filter
To save a filter or filters, apply them in the normal way as described above, then select the
Save Filter option from the Filter Settings group of The Home Tab.

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The Save Filter dialog is then displayed:

Enter a unique filter name, plus a description as required, and select the OK button. All
currently applied filtering is then saved under the entered name.

Applying Saved Filters

Select the Restore Filter option from the Filter Settings group of The Home Tab.
The Restore Grid Filter dialog is then displayed:

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Details of saved filters are displayed in the grid section of the dialog. Select the name of the
filter to be applied from the Filter Name list.
Details of the selected filter are then displayed in the area below the grid. To apply this filter,
select the Restore Filter button.
All filtering saved under the selected filter name is then applied to the data tabs.

Deleting Saved Filters

To delete a filter from the list of saved filters, select the Delete Filter option from the Filter
Settings group of The Home Tab.
The Delete Grid Filter dialog is then displayed:

Details of saved filters are displayed in the grid section of the dialog. Select the name of the
filter to be deleted from the Filter Name list.
Details of the selected filter are then displayed in the area below the grid. To delete this filter,
select the Delete Filter button.

7.9 Refreshing Data

On occasion, changes to the data in the database may not immediately be reflected in the
data displayed in the P&ID Reports tab.
To force the displayed data to refresh, select the Refresh option from the Database group
of The Home Tab.
The data displayed in the tabs is then refreshed with the current content of the database.

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Specifying Database Settings

8 Specifying Database Settings

8.1 The Options Dialog

Database settings are specified using the Options dialog.
To open the Options dialog, select either the Preferences option from the Settings menu
of the File tab, or select the Preferences option from the Options group of The Home Tab,
and then the Preferences option from the menu that is then displayed.
The Options dialog is then displayed.

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Specifying Database Settings

The dialog consists of the following tabs:

• Table Columns Tab
• Fonts and Colours Tab
• Options Tab
• Excel Reports Tab
• Line Consolidation Tab
• Issue Tab
• Compare/Update Tab
Unless the user is logged into the database with Administrator access rights, only the Fonts
and Colours and Options tabs will be displayed.
To save changes made to preferences and close the dialog, press the OK button.
To close the dialog without saving any changes, press the Cancel button.
The default settings can be restored if required. Refer to Restoring Default Settings for
details.

8.2 Table Columns Tab

The Table Columns tab is used to specify which columns from database tables are
displayed on the data tabs, and the default order that columns are displayed in from left to
right.

It can also be used to specify whether or not, when the values in a column change due to an
import, this will result in the record status of the rows containing the changed data being
updated.

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Specifying Database Settings

Select the table to be edited from the list in the Select Table field. The columns in the
selected table are then displayed under the Column Name heading.
• The order that the columns are displayed in from top to bottom is that the same order
that the columns are displayed on the data tab from left to right.
• To change the default order in which columns are displayed, select a column from the
list and press the up or down arrow button as appropriate. Multiple columns can be
selected and moved.
• If a column is to be visible on the data view tab, ensure that the Visibility checkbox is
checked.
• If, when the values in a column change due to an import, this is to result in the record
status of the rows containing the changed data being updated, check the Impact
checkbox. Note that this option is not available for some columns as a change to the
values in these columns must always result in the record status being updated.
• If required, in the Alias fields, enter more user-friendly or project-relevant names for
columns. These will be displayed in the column headers in the data tabs. The original
names will be displayed as tooltips when the mouse cursor is hovered over the column
headings.
Note: The aliases for Pipe Project Definable, Instrument Dialog Label, Instrument Panel
Dialog Label, and Equipment Dialog Box Labels fields are set in the AVEVA P&ID
Project Administrator program. They can be viewed in this tab, but they cannot be
changed.

• To delete a column, select the column from the list and press this button: .
Multiple columns may be selected for deletion.
• To add a new column, select the column type (i.e. the data type it will contain, such as
Text, Memo, Number, Boolean etc) from the Column Type field in the Add Column
area.
Enter the name of the column in the Column Name field and press the Add button.
The new column is then added to the bottom of the list of columns.
• To edit a column name, select the column data type from the Select Data Type list in
the Update Column Name area, and the name from the Column Name list. Enter the
new name of the column in the New Column Name field and press the OK button.

8.3 Fonts and Colours Tab

The Fonts and Colours tab is used to set:
• The colours of cell backgrounds which are used to indicate whether values have been
inserted, changed or removed, or are unchanged.
• The colours of column headings which are used to indicate whether columns contain
“normal” item or drawing data, contain UDA, or have been added by the user (using the
Table Columns Tab tab).
• The fonts which are used to indicate whether or not a value may be edited in the data
tabs (see 7.1: The Data Tabs).

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• The colour of cell backgrounds on Excel reports used to indicate that values have
changes since a report was last saved as an Excel file or printed.

• To specify cell colouring for unchanged, inserted, changed or removed data, in the Cell
colours section, press the appropriate Background button and select the required
colour from the colour selection dialog that is then displayed. The selected colours are
displayed under the Cell preview heading, and on the Background button.
• To specify column heading colouring for P&ID, UDA and user-created columns, in the
Column header colours section, press the appropriate Background button and
select the required colour from the colour selection dialog that is then displayed. The
selected colours are displayed under the Cell preview heading, and on the
Background button.
Note: Cell colours can be switched off entirely by a setting on the Options Tab.
• To specify the font used to indicate which data can be edited and which cannot be
edited, in the Fonts section, press the appropriate Font... button and select the
required font from the font selection dialog that is then displayed. The selected fonts
are displayed under the Text preview heading.
• To specify the cell colour indicating changes to data on Excel reports since a report was
last saved as an Excel file or printed, in the Excel Reports Highlight colour section,
press the Background button and select the required colour from the colour selection
dialog that is then displayed. The selected colour is displayed under the Cell preview
heading, and on the Background button.

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8.4 Options Tab

This tab is used to specify miscellaneous database settings.

• If the cell colours specified on the Fonts and Colours Tab are to be displayed, check
the Always show colours checkbox.
• If cells in Excel reports are to be colour highlighted if they contain values that have
changed since a report was last saved as an Excel file or printed, check the Enable
change highlight checkbox.
• If column settings are to be saved at project level, i.e. they are to be applied to every
user that accesses the project on any computer, check the Save settings to Database
checkbox. If the checkbox is not checked, column settings are saved at user level
instead. Note that saved column settings will be applied to ALL the projects that a user
works on.
• If required, in the Start Cell Value field, specify the first cell in which data is to be
placed on generated Excel reports.
Note: This setting will override any start cells specified for individual templates (see 8.5.4:
Settings for the Grid to Excel and Database to Excel Options).
If the application is being run on Windows 7 SP1, a start cell must be specified in the
Start Cell Value field, as the facility for specifying start cells for individual templates
is not available.

• Specify the location that data is exported to and imported from when modifying Data
using Excel Spreadsheets (see 10: Modifying Database Content using Excel

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Spreadsheets), and the location to which the Message Log is saved in the Selected
Path field.
• If the Customised Report tab is to be displayed (see 12.4: Creating Reports using User
Defined Queries), check the Display Customised Report checkbox.

8.5 Excel Reports Tab

The Excel Reports tab is used to create and edit the Excel report templates that can be used
to define the content and layout of the Excel spreadsheet reports generated by P&ID
Reports.
The tab is also used to specify which templates are associated with each category of item
(e.g. Instruments, Equipment, Lines) and on database queries, and to specify options for the
generation of spreadsheet reports using the generic Grid to Excel and Database to Excel
options.

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8.5.1 Creating a Template

1. To create a template, press the Add button in the Add / Update Templates section.
The Add Template dialog is then displayed.

2. Enter the name and description of the new template in the Template Name and
Description fields.
3. From the Template Type list, select either Single or Multiple:
• Single templates are used when generating reports on a single item in the
database, within a category of item.
• Multiple templates are used when generating reports on an entire category of item
and on database queries (user defined and pre-defined).

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If the Multiple option is selected, extra settings are displayed:

4. From the Table Path list, select the database table name associated with the category
of item (e.g. Instruments, Equipment, Lines, or a query).
5. The Path field displays the location in which the Excel report template will be placed
when created.
6. In the Layout section, specify the maximum number of Rows and Columns of reports
generated using the template.
7. If the template is to include a cover sheet, check the Cover Sheet checkbox.
8. If the Multiple template type was selected, the Limit Number of Records per Sheet
checkbox and the associated Layout Format options are displayed.

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If the records (i.e. tags) per sheet are to be limited to a set number, check the
checkbox. The other settings then become available.
Note: If the template consists of multiple sheets, the Limit Number of Records per Sheet
checkbox should not be checked.

9. Enter the number of records per sheet in the Number of Tags field.
10. The Layout Pattern setting defaults to the Multiple Sheet Layout option and cannot
be changed.
11. Select the required Layout Direction for records, either Horizontal or Vertical.
12. Press the Assign Template and Add Designator button. The Select Template File
dialog is then displayed (a standard file selection dialog). Browse for the Excel file that
will form the basis of the Excel report template and press the Open button.
Note: Templates with multiple sheets may be selected.

13. The Excel Reports Template Designer dialog is then displayed.

There will be a tab for each sheet, including the cover sheet if one was specified.
The left-hand section of the dialog lists all the designators that can be added to the
template. The content of the list depends on the category of item or query that was
selected from the Table Path list. For example, if the Instruments item category was

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selected, designators for all instrument attributes are listed. In addition, drawing
(DWGLIST) attributes are available for all categories of items.
Also listed are designators for the attributes of item categories with which items within
the selected category/query may be associated. For example, if the Instruments item
category was selected, Line designators are also listed, so that the attributes of lines
on which inline instruments are located may be included on reports generated using
the template.
The right-hand section of the dialog displays the selected Excel template file.
Use the Zoom buttons, field and list of magnifications to zoom in and out.
14. As required, edit the content of the template file to add column headings, define column
widths and so. Note that more complex formatting work (for example, adding a
company logo) should be undertaken in Excel before the template is selected during
this procedure.
15. To add a designator to the template, select the cell in which the data derived from the
designator to be displayed in reports generated using the template, then click on the
required designator, and drag it in the template. The designator is then placed in the
selected cell. Repeat this process for each item of data that is to appear on reports
generated using the template. A designator may be selected more than once.

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Note: If setting up a “Multiple” type template, i.e. a template to be used to display data for
all items with a selected item category or the results of a query, designators may only
be placed on a single row. In reports generated from such templates, each row will
display data for a single item. The row to which the designators were added will be to
first row of data.

If setting up a “Single” type spreadsheet for a single item, designators may be placed in
any row and in any layout.
16. To add a major revision or a minor revision to a template, right-click on the top-level
node in the designator list (e.g. INSTLIST, EQUIPLIST), and select the required option
from the menu that is then displayed:

Next, select the cell that the revision is to be placed in on the template. A designator for
the selected option is then displayed in the that cell. For example:

17. Save a template, press the Save button. To save a template and close dialog, select
the Save & Exit option from the drop-down menu opened by clicking on the arrow next
to the Save button. The Close button can be used to close the dialog without saving.
18. On the Add Template dialog, press the Add button to add the template to the list of
templates that may used when generating reports on the database, and close the
dialog.

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8.5.2 Editing or Deleting a Template

1. To edit an existing template (i.e. one that has been added to the list of report templates
- see above), or to delete it, press the Edit button in the Add / Update Templates
section. The Edit / Delete Excel Report dialog is then displayed:

2. The dialog lists all that Excel report templates that have been added using the Add
Template dialog. To select a template for editing or deletion, check the Select
checkbox. To select all templates for deletion, check the Select All checkbox.
3. To edit the selected template, press the Edit button. The Excel Report Template
Designer dialog is then opened with the selected template displayed. Refer to the
above procedure (from step 8) for instructions on how to use this dialog. If more than
one template has been selected, the dialog will be opened with the first listed template
that was selected displayed.
4. To delete the selected template or templates, press the Delete button. To close the
dialog, press the OK button.

8.5.3 Selecting the Template Used for Multiple Item Reports

For Single item reports, the template is selected during the report generation procedure.
For reports generated from queries, refer to Creating Reports using User Defined Queries
for the procedure for selecting the template.

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To select or change the template used when generating reports for multiple items, proceed
as follows:
1. The Set Excel Report section is used to specify the Excel report template which is to
be used when generating reports for multiple items.
The section includes a field for each item category. To specify the template to used for
a category, press the ... button next to the appropriate field.
The Set Excel Report dialog is then displayed:

2. The dialog lists each Multiple type Excel report template that was set up for the item
category in the Add Template dialog.
To select a Excel report template, check the Select checkbox. Press the OK button to
close the dialog. The file name and file path of the selected template is then displayed
in the item category field in the Set Excel Report section of the tab.

8.5.4 Settings for the Grid to Excel and Database to Excel Options
• When data is exported to Excel spreadsheets using the Grid to Excel and Database to
Excel options, the spreadsheets are generated using a default template supplied with
the product. To select a different template, press the ... button at the end of field in the

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Excel template file section and browse for the required template. The name and
location of the selected template is then displayed in the field.
Note: When creating an Excel template, to specify the first cell in which data is to be
placed, select the Properties from the File menu in Excel. On the Summary tab of
the Properties dialog, enter the start cell in the Comments field. For example:

If the application is being run on Windows 7 SP1, the above facility is not available. A
start cell must be specified in the Start Cell Value field of the Options tab instead (see
8.4: Options Tab).
If the application is being run on other operating systems, if a start cell is also
specified on the Options Tab, this overrides the start cells specified for individual
templates using the above dialog.
• When data is exported to Excel spreadsheets using the Database to Excel option, if the
width of columns in the spreadsheets is to be automatically adjusted to the width of the
data they contain, check the Adjust Column Width checkbox.
• When data is exported to Excel spreadsheets using the Database to Excel option, if
custom (i.e. used-defined) queries are to be available when specifying the report
contents, check the Use Custom Queries checkbox.

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8.6 Line Consolidation Tab

This tab is used to select which line properties are to be compared when attempting to
consolidate lines which are present on multiple P&IDs (see 6.2: Consolidating AVEVA P&ID
Data). Both the properties of lines and the properties of the components on the ends of lines
may be compared.

As required, check the checkboxes in the First / Last component fields and/or Line fields
sections.
If line UDAs are to be merged, check the Merge UDAs for Lines checkbox also.
Note that the unique pipe validation fields specified in the P&ID project settings are
compared regardless of these settings.
When the fields of two lines with unique pipe validation tag do not match, the lines are not
consolidated and warning message is displayed in log window.

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8.7 Issue Tab

This tab is used to select the format of major and minor revision identifiers, assigned to
records when they are issued (see 13: Issuing Records).

• From the Major Revision Format and Minor Revision Format lists, select the
required formats (upper case letters, lower case letters, numbers, and various
combinations of these: A, a, 0, 00, 1, AA, aa, A1, a1, 1A, 1a).
• If a list of revision values is to include null (blank) values, check the appropriate
Include Null Values checkbox.
Note: Only the initial major revision may ever be null (i.e. when there are no issued records
for the its row in database).

Note: If the user selects the Use List Of Values For Major Revision option and also
selects the Include Null Values option for major revisions, the user will only be able

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to create major revisions with a null value. The user can only create minor revisions
as the major revision will always be null.

Note: If the Use List Of Values For Major Revision checkbox (see below) is checked, the
Major Revision Format list is disabled.
If the Use List Of Values For Minor Revision checkbox (see below) is checked, the
Minor Revision Format list is disabled.

• If minor revisions are not required, i.e. all revisions are to be major revisions, select
NONE from the Minor Revision Format list. No minor revisions will be then issued. All
issues are automatically set to major issues during the issue process (see 13: Issuing
Records).
Note: Major revision identifiers cannot be selected from lists of values if the NONE minor
revision format is selected. They will be automatically incremented.

If a revision format is changed, the following warning message is displayed:

Click Yes to implement the change.

• If revision related entities are to be deleted from the revision layer (AS_REVCLOUD)
when a drawing is issued, check the Remove From Drawing - Revision Triangles,
Clouds and Entities on Layer 'AS_REVCLOUD' checkbox.
• The identifier of the current major revision can have a character appended to it if
required. Select the symbol from the Append Current Major Revision With list. Note
that once a selection has been made and saved, it cannot be changed.
Example of a major revision number on a drawing, with a character appended:

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• If the Refresh Table on Revision checkbox is checked, a dynamic table, i.e. a revision
table (as set up in the AVEVA P&ID Administration Program), can be set to be updated
when a revision takes place. Select the table in question from the adjacent list.
• By default, the record status of records (new, updated, or deleted) is maintained for
records between major revisions, i.e. they will not be overwritten by consolidations,
only when a major revision is issued. This is indicated by the checked state of the
Preserve Status Changes Between Revisions checkbox.
To set record statuses to be overwritten by consolidations, uncheck the Preserve
Status Changes Between Revisions checkbox.
• By default, minor revisions do not result in record statuses being overwritten, only
major issues as explained above. To have minor revision update record statues, check
the Change Status for Minor Revisions checkbox.
• If the major revision identifiers of drawings are to be taken from a list of values, instead
of assigned in accordance with a selected major revision format (see above), check the
Use List Of Values For Major Revision checkbox.
• If the minor revision identifiers of drawings are to be taken from a list of values, instead
of assigned in accordance with a selected minor revision format (see above), check the
Use List Of Values For Minor Revision checkbox.
The lists of values are set up in the AVEVA P&ID Project Administration program. If a
Use List Of Values... checkbox is checked, when a drawing revision is issued, the
identifier of the new revision can be selected from the appropriate list.
• If the issued status of items is to be set to their latest revision values, if they have one
(e.g. instead of ‘WORKING’, ‘REVISED’ and so on., check the Issue Status Same As
Revision Value checkbox.
For example:

• If required, different labels for the attributes of revisions in the Add issue revision
details dialog may be specified. These aliases are entered in the grid at the bottom of
the tab.
• For example, if “Created By” was entered in the Alias column adjacent to “Drawn By” in
the Name column, then Created By will be displayed in the Add issue revision
details dialog instead of Drawn By.

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8.8 Compare/Update Tab

This tab is used to create and edit configurations for the Compare/Update facility. At least
one of these must be setup and be available for selection before the facility is used.

The Compare/Update facility in AVEVA P&ID Reports can compare and update data either
from other locally installed AVEVA applications and Excel spreadsheets, or data provided by
a service from another AVEVA P&ID project, or an Excel spreadsheet. Both local and
service configurations can be set up using this tab.

Note: In order for Excel to be used as a source of data, the 2007 Office System Driver:
Data Connectivity Components (AccessDatabaseEngine.exe) must be installed from
http://www.microsoft.com/en-in/download/details.aspx?id=23734.

Continue at:
• Select a Data Source and AVEVA P&ID Project
• Logging In/Selecting a File
• Choose Mode of Operation

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• Create Configurations
• Edit Configurations
• Delete Configurations

8.8.1 Select a Data Source and AVEVA P&ID Project

If a local data source is to be configured, select Local from the Actions list. If a service data
source is to be configured select Service from the Actions list.

If Service is selected, the following message is displayed:

Click Yes to continue. The Configure Integration Service Location dialog is then
displayed in which the service path must be selected:

Note: In addition to the configuration carried out on this tab, services must first configured
as described in the AVEVA Integration Service User Guide.

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Once the source type is selected, select the source from the Select Source list. If Local was
selected, the list consists of other locally installed AVEVA products (AVEVA Electrical and
Instrumentation) and Excel.

If Service was selected, the list consists of the data source types that have been configured
as services. For example:

If no services have been configured, the list will be empty.

8.8.2 Logging In/Selecting a File

Once the source is selected, the user must then login to it. Select the Login button (or
Browse button if a local Excel source as selected). The appropriate login/file selection
dialog is then displayed for the source. Continue at:
• Service Data Source Type - AVEVA P&ID Data Source
• Service Data Source Type - AVEVA Engineering or AVEVA Schematics Data Source
• Service Data Source Type - Excel Source
• Local Data Source Type - AVEVA Electrical or AVEVA Instrumentation Data Source
• Local Data Source Type - Excel Data Source

• Service Data Source Type - AVEVA P&ID Data Source

The Select an AVEVA P&ID Project dialog is then displayed for the selected data source:

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Select the project for which the configuration will be created, edited or deleted.
Click the Connect button.

• Service Data Source Type - AVEVA Engineering or AVEVA Schematics Data

Source
The Select an AVEVA Engineering Project or Select an AVEVA Schematics Project
dialog is then displayed as appropriate for the selected data source. For example:

Select the project for which the configuration will be created, edited or deleted.
Enter the password required to login to the project.
Click the Connect button.

Note: If the AVEVA Engineering application is installed in the network location (i.e. via a
UNC path) then follow the steps below to connect to the source.

1. Modify the evars.bat and evars.init in the Engineering installation directory “C:\Program
Files\AVEVA\Engineering14.1.0” as shown below:

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2. Add a row for Engineering (Dabacon product) in the Integration Settings Editor.

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3. From the demo client, pull the data for the project.

Note: If the AVEVA Engineering or Schematics installed location is mapped to a network

drive, then the resulting Compare/Update process will not work as expected.

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• Service Data Source Type - Excel Source

The Select an Excel Project dialog is then displayed for the selected data source:

Select the project for which the configuration will be created, edited or deleted.
Click the Connect button.

• Local Data Source Type - AVEVA Electrical or AVEVA Instrumentation Data

Source
The Select an AVEVA Electrical Project or Select an AVEVA Instrumentation Project
dialog is displayed, as appropriate:

Select the project for which the configuration will be created, edited or deleted, and click the
Select button.

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• Local Data Source Type - Excel Data Source

A standard Windows file browser is displayed. Select the required file and click the Open
button.
The path and name of the selected file is then displayed in the field next to the Browse
button.

8.8.3 Choose Mode of Operation

Once the login is complete, the options in the main part of the tab become available.

The user can now created, edit and delete configurations

Continue at:
• Create Configurations
• Edit Configurations
• Delete Configurations

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8.8.4 Create Configurations

To create a new configuration, select the Create new configuration option, and click Next
>.
The following configuration settings are then displayed:

The source data is the data that will be the basis of comparison.
Enter the name of the configuration in the Configuration Name field and select the element
type that the configuration is concerned with from the Element Type list.
The user can create different configurations for different types of elements such as
Equipment, Pipes etc.
From the Name Attribute list, select the attribute of the selected element type which is to
serve as the name attribute of items in the source.
From the Unique Attribute list, select the attribute which is to serve as the unique key
attribute of source items.

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Click Next >. The following configuration settings are then displayed:

The target data is the data in the selected AVEVA P&ID database. Target data is compared
against source data.
If required, the Compare/Update facility can be used to update a different AVEVA P&ID
Reports database from that of the current project. For example, the user can update the
P&ID Reports database of the IPE project using the SAM project's Compare/Update
functionality. These destination databases are configured in the AVEVA P&ID Project
Administration program (in the Project Database – Compare/Update Settings pane).
Select the required destination database from the Destination Datasource list.
From the Object Type list select the type of object in the target database.
Select the required destination name and unique attributes from the lists provided.
If the Compare/Update procedure finds unmatched objects, it can create corresponding new
objects in the target database. Check Allow Insertion if this is to be enabled.

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Click Next >. The following configuration settings are then displayed:

Add filters to limit the population of source data that will be used in the comparison.
Click Add Filter to add a filter condition and specify its details in the row that is then
displayed.
To add a further filter condition, select either the AND or OR “join” as required, then click
Add Filter again and enter the second condition.
Continue until all required conditions have been entered.

Note:

• For filter conditions IN and NOT IN user will have to provide each string value in
“double quotes”.
• If there are multiple values, then values should be comma separated (for example for
the IN condition, multiple values can entered as follows “AAA”,”BBB”,”CCC”, and in
case of a single value as follows “AAA”).
• In the case of integer values, users do not need to enter double quotes.
• For all other conditions, the user will provide only a single value. Double quotes are not
required for string values and integer values.
To delete a condition, select it and click Delete Filter.

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Click Next >. The following configuration settings are then displayed:

Click on Add Mapping to add an empty attribute mapping row to the list, then select the
source and target attributes in the dropdown lists.
If the data source is an AVEVA Engineering project, additional attribute mapping options
relating to units are available:

• Remove unit
If this checkbox is checked for an attribute, then the unit of that attribute will be
removed and only the value will appear.

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For example, the units of a line size attribute may be removed (100mm to 100).
• Replace unit
To remove a part of an attribute value, enter the part which is to be removed f in the
Replace unit field and select the Remove unit checkbox.
For example, the units of a line size attribute may be modified from 100.00mm to 100 if
‘.00mm’ is entered. Replace unit must be used in conjunction with Remove unit.
• Convert unit
If the Convert unit checkbox is checked for an attribute then the unit for that attribute
will be converted into another unit based on the list (Metric/Imperial Equivalent Sizes)
of value provided in P&ID Administrator application.
For example, the units of a line size attribute may be changed from millimetres to
inches.
See below for basic sample mappings for Equipment, Instrument and Pipe element types.
Select a mapping row and click Delete Mapping to remove it.
Click the Finish button, and then the OK button to create the new configuration.

• Basic Mappings
Refer to Appendix - Compare/Update Basic Mappings.

Note: Presently elements types such as Nozzles and Line Fittings cannot be considered by
the Compare/Update facility.

8.8.5 Edit Configurations

To edit an existing configuration, select the Edit existing configuration option.
A list of existing configurations set up for the selected data source type is then displayed.
Select the configuration to be edited and click Next >.

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Specifying Database Settings

Step 2 of the configuration process is then displayed, as described in 8.8.4: Create

Configurations. The Source Element data in this step cannot be edited, nor can the
Destination Element data in step 3.
Use the Next > button to step through to steps 4 and 5. The source filter and attribute
mapping settings in these steps may be edited. Refer to 8.8.4: Create Configurations for
details.

8.8.6 Delete Configurations

To delete a configuration, select the Delete existing configuration option.
A list of existing configurations set up for the selected data source type is then displayed.
Select the configuration to be deleted and click Finish.

The selected configuration is then deleted.

8.9 Restoring Default Settings

To reset all database settings to the default settings, select either the Reset settings option
from the Settings menu of The File Tab, or select the Reset Settings option from the
Options group of The Home Tab.

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Adding and Editing Items

9 Adding and Editing Items

Continue at:
• 9.1: Creating New Items
• 9.2: Editing Item Data
• 9.3: Making Deleted Items into New Unassigned Items

9.1 Creating New Items

New drawings, pipes, instruments and equipment may be added to the P&ID Reports
database.
Such items are “unassigned” when created, as they are not on an AVEVA P&ID.

Note: Facilities in AVEVA P&ID are available to add unassigned items to drawing so that
they are no longer unassigned (refer to AVEVA P&ID documentation for details).

Note: New items can also be added to the database using the Compare/Update facility.
Refer to 11: Comparing and Updating Data.

Note: See also 9.3: Making Deleted Items into New Unassigned Items.

9.1.1 Creating a New Item

To create a new pipe, instrument or equipment item, access the appropriate grid tab, right-
click on the grid and select the New option from the menu that is then displayed:

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Adding and Editing Items

The New Item Details dialog is then displayed. For example:

The greyed out fields displayed read-only data such as the automatically assigned Id,
Branch ID, Handle etc. Note the “UNASSIGNED” prefixes of the Branch Id, Handle and
other properties. These will clearly identify the item unassigned in the P&ID Reports
database.
In the other fields, enter the mandatory details of the new item.
In the case of new drawings, enter the drawing and sheet numbers.

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Adding and Editing Items

Note: If a drawing registry is in use for the project, it consists of the drawings in the P&ID
Reports database. Therefore adding a new drawing using this functionality will add a
drawing to the registry.

In the case of instruments and equipment, select a symbol name from the list provided. This
is required when assigning the item to a drawing in AVEVA P&ID.

When all required details are entered, select the Save button to add the new item to the
database and to the grid.

9.1.2 Copying an Existing Item

New items may also be created by copying an existing item.
To copy an item, right-click on it and select the New > Copy Selected option from the menu
that is then displayed.

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The Copy Item Details dialog is then displayed. For example:

The greyed out fields displayed read-only data such as the automatically assigned Id,
Branch ID, Handle etc, and other data copied from the selected item that cannot be
changed.
The other fields display data copied from the selected item that can be changed. Amend
these properties as required and select the Save button to add the new item to the database
and to the grid.

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Adding and Editing Items

9.2 Editing Item Data

Note: Items can also be edited by importing differences from an Excel spreadsheet, or by
using the Compare/Update facility. Refer to 10: Modifying Database Content using
Excel Spreadsheets and 11: Comparing and Updating Data.

Data may be edited by the user in the tabs, either by entering data directly into a field, or by
selecting a value from a list.

If a list of values is available for a cell, only values from that list may be entered in that cell.

Note: Whether or not data can be entered directly into a cell, or must be selected from a list
of values, is dependent on settings in the AVEVA P&ID Project Administration
program.

Certain values or combinations of values must be unique for an item or type of item in the
database. For example, tag numbers. If a change to data in the tabs results in such values
being duplicated, a message will be displayed to inform the user of this, and the change will
be prevented.

Note: As well as the standard AVEVA P&ID attributes, user-defined attributes (UDAs) may
be defined for items in the AVEVA P&ID Project Administration program. If a user-
defined attribute is measured in units, such as a distance, there will be a default unit
of measure selected for it, e.g. metres.
If required, users can choose for an individual item to the display units and unit
values for a UDA in different units of measure from the default. For example, they
may choose to display a distance in kilometres instead of metres.
Unit values will automatically adjust to reflect the select unit of measure (i.e. if
changed from metres to kilometres, the value will be divided by 1000).

See Appendix - Editable and Non-Editable Attributes in P&ID Reports for lists of editable
fields.

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Adding and Editing Items

9.3 Making Deleted Items into New Unassigned Items

Item records that are marked as deleted, i.e. with a record status of “D”, can be changed
into new, unassigned item records.
To convert a deleted record into a new record, right-click on it and select the Make
Unassigned option from the menu that is then displayed:

The Make Unassigned Equipment Details dialog is then displayed:

The greyed out fields displayed read-only data such as the automatically assigned Id,
Branch ID, Handle etc, and other data that cannot be changed.

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The other fields display data that can be changed. Amend these properties as required and
select the Save button.
The deleted record is then converted into a new, unassigned record with the amended
details:

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Adding and Editing Items

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Modifying Database Content using Excel Spreadsheets

10 Modifying Database Content using Excel

Spreadsheets

The content of the database can be editing using Microsoft Excel using the following
procedure:
1. Export the content of the database to an Excel spreadsheet.
2. Edit the data as required in the spreadsheet.
3. Import the modified data back into the database.
Only the Dataset attributes and User Column attributes can be changed using this
procedure. Read-only data imported from P&ID cannot be updated using this method.

10.1 Exporting to an Excel Spreadsheet

To export the content of the database to a spreadsheet for editing, select the Excel Export
option from the Import/Export group of The Home Tab.
The content of the database is then exported to a spreadsheet called Pidreport_excelin.xls,
located in the folder specified in the Selected Path field of the Options Tab of the Options
dialog.
The spreadsheet will consists of multiple sheets, one for each of data tabs.

10.2 Editing the Data in the Spreadsheet

To open the spreadsheet for editing, select the Excel Open option from the Import/Export
group of The Home Tab.
Edit the data in the spreadsheet as required, taking care to enter valid values in validated
fields, and save.

10.3 Importing the Modified Data

To import the modified spreadsheet and update the database, select the Excel Import
option from the Import/Export group of The Home Tab.

Note: The performance of the import procedure can be improved by deleting sheets that do
not contain changes before importing.

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10.4 Review Import Results

Updated rows will be displayed in the appropriate highlight colour in the normal way.

Rows in the spreadsheet that contain invalid data or other errors are not imported, and
therefore the equivalent row in P&ID reports will not be highlighted as updated (see the
example above).
To view details of errors, open the spreadsheet by selecting the Excel Open option from the
Import/Export group of The Home Tab.
In the spreadsheet, rows that were successfully imported are highlighted in green. Rows
that could not be imported are highlighted in red.

To view the details of an error, double-click on the row. The log file containing details of the
error is then displayed, for example:

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Comparing and Updating Data

11 Comparing and Updating Data

The Compare/Update facility in AVEVA P&ID Reports can compare and update data either
from other locally installed AVEVA applications (AVEVA Electrical, Instrumentation,
Engineering and Schematics) and Excel spreadsheets, or data provided by a service from
another AVEVA P&ID project, or an Excel spreadsheet.
If required, differences in data in these other sources can be used to update data in the
current project.
Before using the facility compare/update configurations must be set-up, e.g. attribute
mappings between the AVEVA P&ID project and the data source, data filters etc. These are
created and edited using the Compare/Update tab of the Options dialog (see 8.8: Compare/
Update Tab). If comparing data from a service rather than a locally installed AVEVA product
or Excel spreadsheet, this service must also be configured. See the AVEVA Integration
Service User Guide for details.
To access the facility, select the Compare/Update tab (see 4.4: The Compare/Update Tab).

Note: This tab is only available if the user logs into AVEVA P&ID Reports with ADMIN or
IMPORT access rights.

Note: Compare/Update should be used to import/update only MAIN pipes in AVEVA P&ID.
The user must ensure that the pipe/lines source data is filtered appropriately, i.e. that
only MAIN pipe information is available.

11.1 Comparing Data

1. On the Compare/Update tab, in the Source Selection group check the Local
checkbox is data is to be compared with data in a locally installed AVEVA product or
locally available Excel spreadsheet.
If data is to be compared using a service with data in another AVEVA P&ID product, or
an Excel spreadsheet, the checkbox should be unchecked.
2. In the Source Selection group, from the list below the checkbox select the data source
type. If the Local checkbox was unchecked, the list will consist of AVEVA P&ID and
Excel. If the checkbox is checked, the list will consist of AVEVA Electrical,
Instrumentation, Engineering and Schematics and Excel.

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3. Once the source is selected, the user must then login to it (or in the case of a local
Excel file, browse for the file). Select the Login button in the Source group. The
appropriate login dialog is then displayed for the source. For example is the source is
AVEVA P&ID, the Select an AVEVA P&ID Project dialog is then displayed:

Complete the login procedure as required. For example for an AVEVA P&ID source,
select the project for which the configuration will be created, edited or deleted, and click
the Select button.
For details of the various different login procedures, refer to Specifying Database
Settings - Compare/Update Tab - Logging In/Selecting a File.
Note: Once the source has been logged into, the Login option changes to a Logoff option.
This can be used to log-off from a source. The option then changes back to Login,
and can be used again to login to a different source, such as a different AVEVA P&ID
project

4. In the Source Selection group, from the bottom list, select the compare/update
configuration. The list will consist of those set up using the Compare/Update tab of the
Options dialog for the selected data source type.

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5. The compare operation will then take place. The results of this are then displayed in
grids below the Compare/Update tab. For example:

The rows which are matched are shown in the tab named after the selected data
source. The attributes of these rows are shown in the Attribute Details tab.
To re-run the compare operation select the Refresh option in the Source group of The
Compare/Update Tab.
Note: The background colours of the rows indicate the status of the data in the rows, i.e.
new, matched, linked etc. Refer to 11.3: Compare/Update Row Colours for the
meaning of these colours and how to change then.

The current AVEVA P&ID database may now be updated with the differences found by the
compare process. Refer to 11.2: Updating Data.
Source and target attribute values may be viewed side by side if required. Refer to 11.1.1:
Viewing Attributes Side by Side for details.

11.1.1 Viewing Attributes Side by Side

Source and target attribute values may be viewed side by side if required.
To do so, select either the All Mapped Attributes or Differences Only option from the
Side-by-Side View option in the Attribute group of The Compare/Update Tab.
An pane showing the attributes and their source and target values is then displayed to the
right of the grid

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If All Mapped Attributes was selected, all attributes included in the compare process are
displayed.
If Differences Only was selected, only those attributes that have differences in the source
compared to the target are displayed.

11.2 Updating Data

The current AVEVA P&ID database may now be updated with selected differences found by
the compare process.

Note: Whether or not new records can be added to the database is controlled by the setting
of the Allow Insertion checkbox (see 8.8.4: Create Configurations) for the selected
configuration. If the checkbox is not checked, new records cannot be added. Only
existing records may be changed.

To select which differences are to update the database, check the Accept checkbox for the
row containing the difference.
To check all Accept checkboxes, select the Accept All option in the Configurations group
of The Compare/Update Tab.
Once the required changes have been selected, select the Update Database option in the
Destination group of the Compare/Update tab.

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The Update database dialog is then displayed:

The dialog displays a summary of the changes that will be made to the database. To
implement these changes, select the UpdateDB button.

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The update then takes place. A summary of the changes is then displayed:

11.3 Compare/Update Row Colours

The background colours of the rows in the Compare/Update grids indicate the status of the
data in the rows.
To view the current meanings and change them if required, select the Grid Colour Settings
option in the Configurations group of The Compare/Update Tab.

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The Compare update grid colour settings dialog is then displayed:

The above image displays the default row colours and meanings.
To change a colour, click the Background button next to it. A dialog is then displayed from
which the required colour is selected.

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Comparing and Updating Data

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Producing Excel Spreadsheet Reports

12 Producing Excel Spreadsheet Reports

12.1 Report Production Options

AVEVA P&ID Reports produces reports in the form of Microsoft Excel spreadsheets.
A report spreadsheet can be produced using one of the following methods:
• By exporting directly from the grid, i.e. from the data as it is displayed in the tabs. The
user can select which tabs data is to be exported from. A separate report sheet in the
spreadsheet will display the contents of each selected tab. If any filtering, sorting,
grouping etc has been applied, this will be reflected in the spreadsheet. See 12.2:
Creating Reports by Exporting from the Grid.
• By selecting a predefined database query or queries. The query or queries are then
applied to the database. The results of the query or queries are then used to produce
the report spreadsheet. A separate report sheet in the spreadsheet will display the
results of each selected query. See 12.3: Creating Reports using Predefined Queries.
• By selecting from a list of predefined queries on duplicate item, untagged item and lines
with no source or destination defined. The results of the query or queries are then used
to produce the report spreadsheet. A separate report sheet in the spreadsheet will
display the results of each selected query. See 12.5: Creating Reports on Duplicated
and Untagged Items.
• Reports can be generated for an entire category of item in the database, such as
instruments or equipment, using a template specific to the item category. See 12.6:
Creating Reports for Multiple Items using Item Category Specific Templates.
• Reports can be generated for a single item in the database, using a template specific to
the item category. See 12.7: Creating Reports for Single Items using Item Category
Specific Templates.
• A report listing details of all main pipelines in the database can be quickly generated.
See 12.8: Creating a Main Pipeline Report.
Note: The content of the grid can also be exported to a spreadsheet as part of the 10:
Modifying Database Content using Excel Spreadsheets procedure.

12.2 Creating Reports by Exporting from the Grid

To generate a report spreadsheet by exporting data directly from the data grid, select either
the Export > Grid to Excel option from The File Tab menu or the Grid To Excel option from
the Reports group of The Home Tab.

Note: If a filter has been applied by the user to data in a tab, this will be reflected in the
produced report, i.e. filtered out data will not be included.

A Save As dialog is then displayed. Specify the name and location of the spreadsheet to be
generated.

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The Select reports dialog is then displayed.

The dialog includes a checkbox for each data tab. If data is to be exported from a tab,
ensure that the appropriate checkbox is checked.
To check or uncheck all the checkboxes, right-click and click on the required menu from the
menu that is then displayed.
Press the OK button. The report spreadsheet is then generated.
Note that the Excel template used when generating the report spreadsheet is specified on
the Excel Reports Tab of the Options dialog. If no template is specified on this tab, a default
template is used.

12.3 Creating Reports using Predefined Queries

To generate a report spreadsheet by exporting data from predefined database queries,
select either the Export > Database to Excel option from The File Tab menu or the
Database To Excel option from the Reports group of The Home Tab.
A Save As dialog is then displayed. Specify the name and location of the spreadsheet to be
generated.

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The Select reports dialog is then displayed.

The dialog includes a checkbox for each predefined database query. For each query to be
used to generate a report, ensure that the appropriate checkbox is checked.
To check or uncheck all the checkboxes, right-click and click on the required menu from the
menu that is then displayed.
Queries whose names end in “_NOTES” produce reports that include the note text of items.
A number of predefined queries are supplied with the database. Users may define additional
queries in the database if required. If a new query is created, its name must be in the
following format: “EXCEL_<QueryName>”.
Whether or not such user-defined queries are to be available for selection when generating
a report is specified on the Excel Reports Tab of the Options dialog.
Press the OK button. The report spreadsheet is then generated. A separate report sheet in
the spreadsheet will display the results of each selected query.
Note that the Excel template used when generating the report spreadsheet is specified on
the Excel Reports Tab of the Options dialog. If no template is specified on this tab, a default
template is used.
Whether or not the width of columns in the report spreadsheets is to be automatically
adjusted to the width of the data they contain is also set on this tab.

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12.4 Creating Reports using User Defined Queries

To generate a report spreadsheet by exporting data from user-defined database SQL
queries, open the Customised Report tab.

Note: For this tab to be displayed, the Display Customised Report checkbox on the
Options Tab of the Options dialog must be checked.

Existing queries are listed in the top-left hand section of the tab.

Note: The list includes the pre-defined queries (see 12.3: Creating Reports using
Predefined Queries) which can be used to create reports, plus pre-defined queries
used when data is transferred to AVEVA Engineering (refer to “Setting up AVEVA
P&ID to Connect with AVEVA Engineering” appendix in the AVEVA P&ID
documentation for details). These queries may be edited if required.

Note: Queries prefixed with EXCEL_TABLE will be available for selection when placing
lists of components using multi-line designators on P&ID drawings (refer to AVEVA
P&ID documentation for details).

Note: In order for a report to be generated from an Excel report from a custom query, the
[ID] column must be included in the query as there is a dependency on the [ID]
column of the table.

12.4.1 Defining a Query

To create a new query, right-click on the query list and select Add from the menu that is then
displayed:

Note: A number of pre-defined queries are supplied with the product (see Creating Reports
using Predefined Queries). These are also listed here.

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In the Name field, enter the name of the new query. In the large field beneath the Name
field, enter the SQL query. Note that queries and parts of queries can be copied and pasted
from other queries using the Ctrl+C and Ctrl+V key combinations.
Select the Save button to save the query. The new query is then added to the list of queries.
To view the results of a query, right-click on it in the list and select Execute from the menu
that is then displayed. The results of the query are then listed in the grid beneath the list.

12.4.2 Editing and Deleting Queries

To edit a query, right-click on it in the list and select Edit from the menu that is then
displayed. The query definition is then displayed in the large field to the right of the list for
editing.
Select the Save button to save changes to the query. Select the Undo button to undo
changes to the query.
To delete a query, right-click on it in the list and select Delete from the menu that is then
displayed. A message is then displayed requesting confirmation that the query is to be
deleted. Select the Yes button to complete the deletion.

12.4.3 Running a Report

Before creating an Excel spreadsheet report for a query, the Excel report template used to
generate the report must be selected. This procedure need only be carried out once for
each query, or when the template linked to an query needs to be changed.

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Right-click on the query and select the Set Excel Report Template option from the menu
that is then displayed. The Set Excel Report dialog is then displayed:

The dialog lists each Excel report template that was set up for the query using the Excel
Reports Tab of the Options dialog.To select the required Excel report template, check the
Select checkbox.
Press the OK button to close the dialog.
To generate the report, right-click on the query results grid and select the View Excel
Report option from the menu that is then displayed.

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The View Excel Report dialog is then opened, with the generated report displayed:

If there have been any changes to the data on the report since the report was last saved to
Excel or printed (see below), the cells containing the changed data may be displayed in the
background colour specified on Fonts and Colours Tab of the Options dialog. Whether or
not Excel report change highlighting is used is specified on the Options Tab of the Options
dialog.
To save the report as an Excel spreadsheet, press the Save To Excel button. A standard
Save As dialog is then displayed.
To print the report, press the Print Excel Report button.

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12.5 Creating Reports on Duplicated and Untagged Items

To generate a report spreadsheet by exporting data from predefined database queries on
duplicated items, untagged items and lines with no source and/or destination defined, select
either the Export > Report Inconsistencies option from The File Tab menu or the Report
Inconsistencies option from the Reports group of The Home Tab.
A Save As dialog is then displayed. Specify the name and location of the spreadsheet to be
generated.
The Select reports dialog is then displayed.

The dialog includes a checkbox for the duplicated item, untagged item and lines with no
defined source or destination database queries. For each query to be used to generate a
report, ensure that the appropriate checkbox is checked.
To check or uncheck all the checkboxes, right-click and click on the required menu from the
menu that is then displayed.
Press the OK button. The report spreadsheet is then generated. A separate report sheet in
the spreadsheet will display the results of each selected query.
Note that the Excel template used when generating the report spreadsheet is specified on
the Excel Reports Tab of the Options dialog. If no template is specified on this tab, a default
template is used.
Whether or not the width of columns in the report spreadsheets is to be automatically
adjusted to the width of the data they contain is also set on this tab.

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12.6 Creating Reports for Multiple Items using Item

Category Specific Templates
To create an Excel spreadsheet report for a category of item, such as instruments or
equipment, select the Customized View option from the Reports group of The Home Tab.

Note: If a filter has been applied by the user to data in a tab, this will be reflected in the
produced report, i.e. filtered out data will not be included.

The View Excel Report dialog is then opened, with the generated report displayed:

The Excel template used to generate the report is specified on the Excel Reports Tab of the
Options dialog. If no template has been specified for the item category, the report is not
generated and an error message is displayed.
If there have been any changes to the data on the report since the report was last saved to
Excel or printed (see below), the cells containing the changed data may be displayed in the
background colour specified on Fonts and Colours Tab of the Options dialog. Whether or
not Excel report change highlighting is used is specified on the Options Tab of the Options
dialog.
To save the report as an Excel spreadsheet, press the Save To Excel button. A standard
Save As dialog is then displayed.
To print the report, press the Print Excel Report button.
For details of the other buttons, refer to Creating Reports for Single Items using Item
Category Specific Templates.

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12.7 Creating Reports for Single Items using Item

Category Specific Templates
Before creating an Excel spreadsheet report for a single item, the Excel report template (see
Excel Reports Tab) used to generate the report must be selected. This procedure need only
be carried out once for each item, or when the template linked to an item needs to be
changed.
1. Right-click on the item row and select the Set Excel Report option from the menu that
is then displayed:

2. The Set Excel Report dialog is then displayed:

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 AVEVA P&ID Reports User Guide
Producing Excel Spreadsheet Reports

3. The dialog lists each Single type Excel report template that was set up for the item
category using the Excel Reports Tab of the Options dialog.
To select the required Excel report template, check the Select checkbox. To associate
the selected template to all items on the database tab (i.e. all items in the database of
that category), check the Apply Excel Report to all the items checkbox.
4. Press the OK button to close the dialog.
The Excel report template assigned to an item is displayed in the ExcelReport column.

12.7.1 Generate a Report

1. To generate the report, right-click on the item row and select the View Excel Report
option from the menu that is then displayed.

2. The Excel Export Report dialog is then opened, with the generated report displayed:

The report is generated using the selected template.

Use the Zoom buttons, field and list of magnifications to zoom in and out.
If there have been any changes to the data on the report since the report was last
saved to Excel or printed (see below), the cells containing the changed data may be
displayed in the background colour specified on Fonts and Colours Tab of the Options
dialog. Whether or not Excel report change highlighting is used is specified on the
Options Tab of the Options dialog.

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Producing Excel Spreadsheet Reports

3. To save the report as an Excel spreadsheet, press the Save To Excel button. A
standard Save As dialog is then displayed.
4. To print the report, press the Print Excel Report button.
5. A report can be issued, being that a copy of it can be saved to the database for later
reference and comparison to later issues.

• Issuing a Report
To issue a report, press the Issue button. The Add Issue revision details dialog is
then displayed:

• The Issued Date field displays the current date and time. This will be assigned to
the revision records when they are issued. It cannot be changed.

- Issuing a Major Revision

a. If a major revision is to be issued, and the major revision identifier is to be
incremented, check the Increment Major Revision checkbox. The major revision
identifier will automatically be incremented according to the format selected for
major revisions on Issue Tab of the Options dialog.
b. Alternatively, the identifier of the new major revision may be selected from the New
Major Revision field. Depending on the options set on the Issue Tab, this will either
be:
• from a list of values derived from a selected format (e.g. simple numbers,
letters, etc.), or
• from a list of values set up in the AVEVA P&ID Project Administration program.
Values chosen for previous issues may not be selected again.

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 AVEVA P&ID Reports User Guide
Producing Excel Spreadsheet Reports

Note: If the Increment Major Revision checkbox is checked or a new major revision
identifier is selected from the New Major Revision list, the New Minor Revision list
is disabled. When a major revision is issued, the minor revision is automatically set to
the first minor revision identifier in the list (which may be null, i.e. blank, depending
on whether this option is enabled on the Issue Tab).

Note: The initial major revision identifier may be “null” (blank), depending on whether this
option is enabled on the Issue Tab. The minor revision identifier will be always be the
first minor revision identifier in the list of minor revision identifiers, unless that is also
null, in which case it will be the next identifier in the list (i.e. the first non-null value).

Note: On the Issue Tab, the format selected for minor revision identifiers may be set to
NONE. This means that only major revisions can be issued, and that the minor
revision identifier will always be null.
If NONE is selected as the minor revision identifier format, then major revision
identifiers cannot be set to null (to avoid both revision identifiers being null). The null
option will not be available for them.

- Issuing a Minor Revision

a. If a minor revision is to be issued (and if this is possible - see the above note),
select a new minor revision number from the New Minor Revision list. Depending
on the options set on the Issue Tab, this will either be:
• from a list of values derived from a selected format (e.g. simple numbers,
letters, etc.), or
• from a list of values set up in the AVEVA P&ID Project Administration program.
Values chosen for previous issues may not be selected again.
Note: Selecting a minor revision identifier will disable the Increment Major Revision
checkbox and New Major Revision list.

- Completing the Issue

a. Enter any notes or comments on the issue in the Description field.
b. Press OK to save the issue.
If designators for revisions have been placed on the template, they will be replaced by
the appropriate revision numbers.

• Other Functions
6. To open a previous issue of a report, select the Load Previous Issue option from the
menu that is displayed when the arrow next to the Issue button is pressed, then select
the required issue from the list of issues that is then displayed:

7. To highlight changes between the current report and a previous issue of the report,
select the Highlight Issue Changes option from the menu that is displayed when the

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 AVEVA P&ID Reports User Guide
Producing Excel Spreadsheet Reports

arrow next to the Issue button is pressed, then select the required issue from the list of
issues that is then displayed.
8. The Close button will close the report dialog.

12.8 Creating a Main Pipeline Report

To create an Excel spreadsheet report for the main pipelines in the database, select the
Main Pipelines option from the Reports group of The Home Tab.
The Excel Export Report dialog is then opened, with the generated report displayed:

If there have been any changes to the data on the report since the report was last saved to
Excel or printed (see below), the cells containing the changed data may be displayed in the
background colour specified on Fonts and Colours Tab of the Options dialog. Whether or
not Excel report change highlighting is used is specified on the Options Tab of the Options
dialog.
To save the report as an Excel spreadsheet, press the Save To Excel button. A standard
Save As dialog is then displayed.
To print the report, press the Print Excel Report button.
A report can be issued, being that a copy of it can be saved to the database for later
reference and comparison to later issues.

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 AVEVA P&ID Reports User Guide
Producing Excel Spreadsheet Reports

To issue a report, press the Issue button. The Add Issue revision details dialog is then
displayed:

Enter details of the issue:

• In the Major Revision field, enter any unique revision number as required.
• In the Minor Revision field, enter the next minor revision number as required. The field
will by default be populated with the next revision number, e.g. if the previous minor
revision number entered for the report for 1, the field will default to 2. Overwrite if
required.
• The Issue Date field is completed automatically and cannot be changed.
• Complete the Revised By, Checked By, Description etc fields as required.
Press OK to save the issue.
To open a previous issue of a report, select the Load Previous Issue option from the menu
that is displayed when the arrow next to the Issue button is pressed, then select the
required issue from the list of issues that is then displayed:

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 AVEVA P&ID Reports User Guide
Producing Excel Spreadsheet Reports

To highlight changes between the current report and a previous issue of the report, select
the Highlight Issue Changes option from the menu that is displayed when the arrow next
to the Issue button is pressed, then select the required issue from the list of issues that is
then displayed.
Use the Zoom buttons, field and list of magnifications to zoom in and out.
The Close button will close the report dialog.

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 AVEVA P&ID Reports User Guide
Issuing Records

13 Issuing Records

To issue all the records currently displayed in a grid, open the grid and then select the Issue
option from the Issue group of The Home Tab. From the menu that is then displayed, select
the Issue Grid option.
To issue selected records from a grid, open the grid and select the records. Then select the
Issue option from the Issue group of The Home Tab. From the menu that is then displayed,
select the Issue Records option.

The Issue Data dialog is then displayed:

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 AVEVA P&ID Reports User Guide
Issuing Records

If the Issue Grid option was selected, the dialog lists all the records listed in the current grid
(i.e. all the grid data minus any records removed by filtering. If the Issue Records option
was selected, the dialog lists all the records selected from the grid.
The number of records and the table they are from is displayed at the bottom of the dialog.
By default, the listed data includes basic details the selected records, plus the current minor
and major revision identifiers and the description of the current revisions, and the “new”
minor and major revision identifiers - i.e. the identifiers that will be assigned when the issue
takes place.
• The Issued Date field displays the current date and time. This will be assigned to the
revision records when they are issued. It cannot be changed.
• To set the dialog to include all record columns, check the Show All Columns
checkbox.

• Issuing a Major Revision

1. If a major revision is to be issued, and the major revision identifier is to be incremented,
check the Increment Major Revision checkbox. The major revision identifier will
automatically be incremented according to the format selected for major revisions on
Issue Tab of the Options dialog.
2. Alternatively, the identifier of the new major revision may be selected from the New
Major Revision field. Depending on the options set on the Issue Tab, this will either
be:
• from a list of values derived from a selected format (e.g. simple numbers, letters,
etc.), or
• from a list of values set up in the AVEVA P&ID Project Administration program.

Values chosen for previous issues may not be selected again.

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 AVEVA P&ID Reports User Guide
Issuing Records

3. When a revision value is selected, the following message is then displayed:

Select Yes to continue. Continue at “Completing the Issue” below.

Note: If the Increment Major Revision checkbox is checked or a new major revision
identifier is selected from the New Major Revision list, the New Minor Revision list
is disabled. When a major revision is issued, the minor revision is automatically set to
the first minor revision identifier in the list (which may be null, i.e. blank, depending
on whether this option is enabled on the Issue Tab).

Note: The initial major revision identifier may be “null” (blank), depending on whether this
option is enabled on the Issue Tab. The minor revision identifier will be always be the
first minor revision identifier in the list of minor revision identifiers, unless that is also
null, in which case it will be the next identifier in the list (i.e. the first non-null value).

Note: On the Issue Tab, the format selected for minor revision identifiers may be set to
NONE. This means that only major revisions can be issued, and that the minor
revision identifier will always be null.
If NONE is selected as the minor revision identifier format, then major revision
identifiers cannot be set to null (to avoid both revision identifiers being null). The null
option will not be available for them.

• Issuing a Minor Revision

1. If a minor revision is to be issued (and if this is possible - see the above note), select a
new minor revision number from the New Minor Revision list. Depending on the
options set on the Issue Tab, this will either be:
• from a list of values derived from a selected format (e.g. simple numbers, letters,
etc.), or
• from a list of values set up in the AVEVA P&ID Project Administration program.
Values chosen for previous issues may not be selected again.
2. When a revision value is selected, the confirmation message (see above) is displayed:
Select Yes to continue.
Note: Selecting a minor revision identifier will disable the Increment Major Revision
checkbox and New Major Revision list.

• Completing the Issue

1. Enter any notes or comments on the issue in the Description field.
2. Select the Issue Data button to complete the issue.
The current revision of a record is assigned an issue status of “Revised”. Previous revisions
of records are assigned an issue status of “Superseded”, unless the Issue Status Same As

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 AVEVA P&ID Reports User Guide
Issuing Records

Revision Value checkbox on the Issue Tab is checked, in which case the status will be set
to the new revision value.
Revision records are stored in their own database tables (e.g. EQUILIST_REV for
equipment revision records). These can be viewed and reported on by constructing and
executing a query using the facilities provided by the Customised Report tab. See 12.4:
Creating Reports using User Defined Queries.
For example:

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 AVEVA P&ID Reports User Guide
Compressing and Clearing the Database

14 Compressing and Clearing the Database

14.1 Compressing the Database

To compress the database by removing records of items that have been marked as deleted,
or in the case of revision tables, records of superseded revisions, select either the
Compress Database option from the Settings menu of The File Tab, or select the
Compress Database option from the Options group of The Home Tab.
The Select Tables dialog is then displayed:

Check the checkboxes of the tables to be compressed and select the OK button.
To check or uncheck all the checkboxes, right-click and click on the required menu from the
menu that is then displayed.
The user will be asked to confirm the compression. Select the OK button.
All records in the selected tables with a record status of 'D', or in the case of revision tables,
with an issue status of ‘Superseded’, are then deleted from those tables.

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Compressing and Clearing the Database

14.2 Clearing the Database

To delete all data from the database, select either the Clear Database option from the
Settings menu of The File Tab, or select the Clear Database option from the Options
group of The Home Tab.
The Select Tables dialog is then displayed:

Check the checkboxes of the tables to be cleared.

To check or uncheck all the checkboxes, right-click and click on the required menu from the
menu that is then displayed.
Select the OK button. The user will be asked to confirm the deletion. Select the OK button.
The user will then be asked whether or not a backup of the database should be created.
Select either the Yes or No button as required. If Yes is selected, a backup of the database
is saved to the “C:\Pidreportbackup”folder.
All records from the selected tables are then deleted from the database.

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 AVEVA P&ID Reports User Guide
Compressing and Clearing the Database

14.3 Clearing the Intermediate “Raw” Database

To clear selected data from the intermediate or “raw” database, select the Clear Raw
Database option from the Options group of The Home Tab.
The Clear Raw Tables data dialog is then displayed:

The dialog lists the drawings from which the database has been populated.
To clear drawing data from the database, check the adjacent checkbox. Check the Select
All checkbox to check all checkboxes.
When the required drawings have been selected, select the OK button.
The user will be asked to confirm the deletion. The data from the selected drawings is then
deleted from the raw database.

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Compressing and Clearing the Database

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 AVEVA P&ID Reports User Guide
Saving and Exiting

15 Saving and Exiting

15.1 Saving
To save changes to the database, select the Save option from The File Tab menu or from
the Quick Access Toolbar.

15.2 Exiting
To exit the database and close the application, select the Exit option from The File Tab
menu.

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 AVEVA P&ID Reports User Guide
Saving and Exiting

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 AVEVA P&ID Reports User Guide
Appendix - Editable and Non-Editable Attributes in P&ID Reports

A Appendix - Editable and Non-Editable

Attributes in P&ID Reports

A.1 Equipment

Sr No Column Name Editable/Not Editable

1 Block Editable
2 Func (if 6 tags label format is used)

3 Prefix
4 Tag
Editable
5 Loop
6 Suffix
7 RecordStatus
8 ID
9 Handle
10 Owner Handle
11 Description
12 VPE P&ID Type
13 Grid
14 Interlocks
Not Editable
15 Drawing No
16 Sheet No
17 Equipment Label
18 DRG+SHT
19 Project No
20 Typical Item
21 Symbol Name
22 Dwg revision

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 AVEVA P&ID Reports User Guide
Appendix - Editable and Non-Editable Attributes in P&ID Reports

Sr No Column Name Editable/Not Editable

23 Object Revision
24 Last update
25 ExcelReport
26 Symbol Description
27 Item Type
28 Item SubType
29 Area Code
30 ToUpdate
Not Editable
31 UpdatePid
32 DataSource
33 Reference Key
34 Major Revision
35 Minor Revision
36 Issued Status
37 Revision Comment
38 Issued Date

A.2 Nozzles

Sr No Column Name Editable/Not Editable

1 Label Editable
2 RecordStatus
3 ID
4 Handle
5 Label Handle
6 Size Handle
7 Owner Handle Not Editable
8 Size
9 Description
10 Grid
11 Typical
12 DRG+SHT

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 AVEVA P&ID Reports User Guide
Appendix - Editable and Non-Editable Attributes in P&ID Reports

Sr No Column Name Editable/Not Editable

13 Project No
14 Dwg revision
15 Object Revision
16 Last update
17 ExcelReport
18 Equipment Label
19 Item Type
20 Item SubType
21 ToUpdate Not Editable
22 UpdatePid
23 DataSource
24 Reference Key
25 Major Revision
26 Minor Revision
27 Issued Status
28 Revision Comment
29 Issued Date

A.3 Valves

Sr No Column Name Editable/Not Editable

1 Valve Tag Editable
2 RecordStatus
3 ID
4 Size
5 Description
6 Branch Id
Not Editable
7 Sequence
8 Spec
9 Outlet Spec
10 Process Owner
11 Closure

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 AVEVA P&ID Reports User Guide
Appendix - Editable and Non-Editable Attributes in P&ID Reports

Sr No Column Name Editable/Not Editable

12 Special Item No
13 Drawing No
14 Sheet No
15 Area
16 PaintCode
17 Insulation-Table
18 Insulation-Index
19 Insulation-Condition
20 Tracing
21 Tracing-Size
22 Tracing-Type
23 Graphical-Tracing
24 Valve-Code
25 Valve-Body
26 Grid
27 Project No
28 VPE P&ID Type Not Editable
29 Inlet Spec
30 ProjDef1
31 ProjDef2
32 ProjDef3
33 Typical Item
34 Handle
35 Symbol Name
36 DRG+SHT
37 Dwg revision
38 Object Revision
39 Inlet Size
40 Outlet Size
41 Last update
42 ExcelReport
43 Secondary Conn Size1
44 Secondary Conn Size2

© Copyright 1994 to current year. A:4 12.2.SP1

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 AVEVA P&ID Reports User Guide
Appendix - Editable and Non-Editable Attributes in P&ID Reports

Sr No Column Name Editable/Not Editable

45 Item Type
46 Item SubType
47 ToUpdate
48 UpdatePid
49 DataSource
50 Reference Key
Not Editable
51 Major Revision
52 Minor Revision
53 Issued Status
54 ValvePattern
55 Revision Comment
56 Issued Date

A.4 Instruments

Sr No Column Name Editable/Not Editable

1 Block Label
Editable (If 6 tags label format is used)
2 Function Label
3 Prefix Label
4 Type Label
Editable
5 Loop Label
6 Suffix Label
7 RecordStatus
8 Handle
9 Label Balloon Handle
10 Link Line Handle
11 Block Handle
Not Editable
12 Function Handle
13 Prefix Handle
14 Type Handle
15 Loop Handle
16 Suffix Handle

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 AVEVA P&ID Reports User Guide
Appendix - Editable and Non-Editable Attributes in P&ID Reports

Sr No Column Name Editable/Not Editable

17 Alarm Handles
18 Panel Prefix Handle
19 Panel Type Handle
20 Panel loop Handle
21 Panel Suffix Handle
22 Symbol Name
23 Alarm Labels
24 Ref Panel Prefix
25 Ref Panel Type
26 Ref Panel Letter
27 Ref Panel Suffix
28 Instrument Description
29 Inlet Spec
30 ProjDef1
31 ProjDef2
32 ProjDef3
33 Signal Style Not Editable
34 Number Of Signal
35 Descriptor
36 Branch Id
37 Sequence
38 Location
39 Process Owner
40 Owner Handle
41 Owner AType
42 Owner Id
43 Size
44 Inlet Size
45 Outlet Size
46 Specification
47 Outlet Spec
48 Area
49 Paint Code

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 AVEVA P&ID Reports User Guide
Appendix - Editable and Non-Editable Attributes in P&ID Reports

Sr No Column Name Editable/Not Editable

50 Insulation Table
51 Insulation Index
52 Insulation Condition
53 Tracing (No Of Traces)
54 Tracing Size
55 Tracing Type
56 Aflow type
57 Symbol Description
58 Graphical Tracing
59 Valve Body/Item Type
60 Actuator
61 Signal Type Connected
62 HandWheel
63 Valve Tag
64 Closure
65 Grid Reference
66 Units Not Editable
67 PDMS Type
68 PDMS SubType
69 Interlocks
70 Pattern Item
71 Pattern Type
72 Drawing No
73 Sheet No
74 Project No
75 Instrument Label
76 Panel Reference Label
77 DRG+SHT
78 Typical Item
79 ID
80 Dwg revision
81 Object Revision
82 Last update

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 AVEVA P&ID Reports User Guide
Appendix - Editable and Non-Editable Attributes in P&ID Reports

Sr No Column Name Editable/Not Editable

83 Instrument Loop Number
84 Pattern Name
85 Area Code
86 Inst Process Owner
87 Inst Owner Handle
88 Inst OwnerAType
89 ExcelReport
90 ToUpdate
91 UpdatePid Not Editable
92 DataSource
93 Reference Key
94 Major Revision
95 Minor Revision
96 Issued Status
97 Revision Comment
98 Issued Date
99 ValveCode

A.5 Inline Components

Sr No Column Name Editable/Not Editable

1 RecordStatus
2 ID
3 Sequence
4 Size
5 Description
6 Spec Not Editable
7 Outlet Spec
8 Process Owner
9 ValveTag
10 Closure
11 Special Item No

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 AVEVA P&ID Reports User Guide
Appendix - Editable and Non-Editable Attributes in P&ID Reports

Sr No Column Name Editable/Not Editable

12 Drawing No
13 Sheet No
14 Area
15 Paintcode
16 Insulation-Table
17 Insulation-Index
18 Insulation-Condition
19 Tracing
20 Tracing-Size
21 Tracing-Type
22 Graphical-Tracing
23 Valve-Code
24 Valve-Body
25 Grid
26 Project No
27 VPE P&ID Type
28 Typical Item Not Editable
29 Inlet Spec
30 ProjDef1
31 ProjDef2
32 ProjDef3
33 Handle
34 Symbol Name
35 DRG+SHT
36 Dwg revision
37 Branch Id
38 Object Revision
39 Last update
40 ExcelReport
41 Inlet Size
42 Outlet Size
43 Secondary Conn Size1
44 Secondary Conn Size2

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 AVEVA P&ID Reports User Guide
Appendix - Editable and Non-Editable Attributes in P&ID Reports

Sr No Column Name Editable/Not Editable

45 Item Type
46 Item SubType
47 ToUpdate
48 UpdatePid
49 DataSource
50 Refrence Key
Not Editable
51 Major Revision
52 Minor Revision
53 Issued Status
54 Revision Comment
55 Issued Date
56 ValvePattern

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 AVEVA P&ID Reports User Guide
Appendix - Editable and Non-Editable Attributes in P&ID Reports

A.6 Drawings

Sr No Column Name Editable/Not Editable

1 Title

2 DRG Sheet Attrib1

3 DRG Sheet Attrib2

4 DRG Sheet Attrib3

5 DRG Sheet Attrib4

6 DRG Sheet Attrib5

7 DRG Sheet Attrib6

8 DRG Sheet Attrib7

9 DRG Sheet Attrib8 Editable

10 DRG Sheet Attrib9

11 DRG Design Area Attrib

12 DRG REVISED BY

13 DRG CHECKED BY

14 DRG APPROVED BY

15 DRG APPROVED BY2

16 DRG APPROVED BY3

17 DRG CLIENT APPROVED

18 RecordStatus

19 ID

20 Drawing No

21 Sheet No

22 Cad File Name

23 Revision Not Editable

24 Client No

25 Project No

26 ExcelReport

27 Last update

28 DRG Minor Revision

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 AVEVA P&ID Reports User Guide
Appendix - Editable and Non-Editable Attributes in P&ID Reports

Sr No Column Name Editable/Not Editable

29 Major Revision

30 Minor Revision

31 Issued Status

32 DRG Revision Comment

33 Issued Date Not Editable

34 ToUpdate

35 UpdatePID

36 ReferenceKey

37 SourcePrimary Key

A.7 Line
Note: The columns (like ProjDef1_2, ProjDef2_2…) created for pipes at the
run time when the user consolidates data in P&ID Reports are non-
editable.

Sr No Column Editable/Not Editable

1 Start Size
Editable (if used in Pipe label format)
2 Fluid-Service Not Editable (For branch pipes if used in
pipe unique fields)
3 Number

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 AVEVA P&ID Reports User Guide
Appendix - Editable and Non-Editable Attributes in P&ID Reports

Sr No Column Editable/Not Editable

4 Area
5 Specification
6 Insulation-Table
7 Insulation-Index
8 Insulation-Condition
9 Paint-Code
10 Tracing
11 Tracing-Size Not Editable
12 Tracing-Type
13 ProjDef1
14 ProjDef2
15 ProjDef3
16 ProjDef4
17 ProjDef5
18 ProjDef6
19 ProjDef7
20 ProjDef8
Not Editable
21 ProjDef9
22 ProjDef10

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 AVEVA P&ID Reports User Guide
Appendix - Editable and Non-Editable Attributes in P&ID Reports

Sr No Column Editable/Not Editable

31 Paint-Code1
32 Specification1
33 Area1
34 Insulation-Table1
35 Insulation-Index1
36 Insulation-Condition1
37 Tracing1
39 Tracing-Size1
40 Tracing-Type1
Editable (if used in Pipe label format)
41 ProjDef1_1 Not Editable (For branch pipes if used in
pipe unique fields)
42 ProjDef2_1
43 ProjDef3_1
44 ProjDef4_1
45 ProjDef5_1
46 ProjDef6_1
47 ProjDef7_1
48 ProjDef8_1
49 ProjDef9_1
50 ProjDef10_1
23 ID
24 Branch Id
25 Parent DWG+SHT No
26 Owner Id
27 Size(s)
Not Editable
28 BranchId1
29 DrawingId1
30 Size1
38 End Size
51 Graphical Tracing Type

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 AVEVA P&ID Reports User Guide
Appendix - Editable and Non-Editable Attributes in P&ID Reports

Sr No Column Editable/Not Editable

52 From
53 To
54 Connected PDMS type(From)
55 Connected PDMS type(To)
56 Handle From
57 Handle To
58 Typical Item
59 Line Number
60 Type
61 Project No
62 Dual Flow
63 Drawing Number(s) and
Sheet No(s)
64 Object Revision Not Editable
65 Last update
66 Main Spec
67 ExcelReport
68 ToUpdate
69 UpdatePid
70 Dwg revision
71 DataSource
72 Refrence Key
73 Major Revision
74 Minor Revision
75 Issued Status
76 Revision Comment
77 Issued Date

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 AVEVA P&ID Reports User Guide
Appendix - Editable and Non-Editable Attributes in P&ID Reports

A.8 Instrument Loops

Sr No Column Name Editable/Not Editable

1 ID
2 RecordStatus
3 Handle
4 Loop Number
5 Block
6 Func
7 Prefix
8 Type
9 Number
10 Suffix
11 DRG+SHT
12 Project No Not Editable
13 Dwg revision
14 Object Revision
15 Last update
16 ExcelReport
17 Area Code
18 Major Revision
19 Minor Revision
20 Issued Status
21 Revision Comment
22 Issued Date
23 LoopDescription

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 AVEVA P&ID Reports User Guide
Appendix - Compare/Update Basic Mappings

B Appendix - Compare/Update Basic Mappings

Basic mappings for the Compare/Update facility between AVEVA P&ID and AVEVA
Electrical, Instrumentation, Engineering and Schematics are displayed below.
Refer to:
• AVEVA Electrical Source Basic Mappings
• AVEVA Instrumentation Source Basic Mappings
• AVEVA Engineering Source Basic Mappings
• AVEVA Schematics Source Basic Mappings
Note: Presently elements types such as Nozzles and Line Fittings cannot be considered by
the Compare/Update facility.

B.1 AVEVA Electrical Source Basic Mappings

B.1.1 Equipment

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 AVEVA P&ID Reports User Guide
Appendix - Compare/Update Basic Mappings

B.2 AVEVA Instrumentation Source Basic Mappings

B.2.1 Instruments

B.3 AVEVA Engineering Source Basic Mappings

B.3.1 Equipment

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 AVEVA P&ID Reports User Guide
Appendix - Compare/Update Basic Mappings

B.3.2 Instruments

B.3.3 Pipes

B.3.4 Valves

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 AVEVA P&ID Reports User Guide
Appendix - Compare/Update Basic Mappings

B.4 AVEVA Schematics Source Basic Mappings

B.4.1 Equipment

B.4.2 Instruments

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 AVEVA P&ID Reports User Guide
Appendix - Compare/Update Basic Mappings

B.4.3 Pipes

B.4.4 Valves

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 AVEVA P&ID Reports User Guide
Appendix - Compare/Update Basic Mappings

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 AVEVA P&ID Reports 12.1.SP3 User Guide

Index

A Comparing and Updating Data . . . . . . . 11:1

Compressing the Database . . . . . . . . . 14:1
Access rights . . . . . . . . . . . . . . . . . . . . . . 3:2 Consolidating AVEVA P&ID Data . 6:1, 8:15
Accessing AVEVA P&ID Reports . . . . . . 3:1 Creating a Main Pipeline Report . . . . 12:14
Add / Update Templates . . . . . . . . . . . . . 8:7 Creating a Template . . . . . . . . . . . . . . . . 8:7
Add Column . . . . . . . . . . . . . . . . . . . . . . 8:2 Creating New Items . . . . . . . . . . . . . . . . 9:1
Adding and Editing Items . . . . . . . . . . . . 9:1 Creating Reports using User Defined Queries
Adjust Column Width . . . . . . . . . . . . . . 8:14 12:4
Administrator access rights . . . . . . . . . . . 3:2 Custom Filter . . . . . . . . . . . . . . . . . . . . . 7:7
Alias . . . . . . . . . . . . . . . . . . . . . . . . 7:2, 8:3
Always show colours . . . . . . . . . . . . . . . . 8:5
Applying a Custom Filter . . . . . . . . . . . . . 7:7
D
Assign Template and Add Designator . . 8:9 Data Display Fonts and Colours . . . . . . 7:2
AVEVA Engineering . . . . . . . . . . . . . . . . 6:2 Data Tabs . . . . . . . . . . . . . . . . . . . . . . . . 7:1
AVEVA P&ID . . . . . . . . . . . . . . . . . . . . . . 2:1 Database Settings . . . . . . . . . . . . . . . . . 8:1
AVEVA P&ID Project Administration program Default Settings . . . . . . . . . . . . . . . . . . 8:32
2:1 Deleting a Template . . . . . . . . . . . . . . . 8:12
Designators . . . . . . . . . . . . . . . . . . . . . . 8:9
C Display Customized Report . . . . . . . . . . 8:6
Duplicated Items . . . . . . . . . . . . . . . . . 12:8
Cell Colours . . . . . . . . . . . . . . . . . . . . . . 8:3
Cell colours . . . . . . . . . . . . . . . . . . . . . . . 8:4
Changing the Order and Width of Columns 7:2
E
Clear Log File . . . . . . . . . . . . . . . . . . . . . 5:1 Editing Item Data . . . . . . . . . . . . . . . . . . 9:5
Clearing the Database . . . . . . . . . . . . . 14:2 Editing or Deleting a Template . . . . . . . 8:12
Clearing the Intermediate "Raw" Database 14:3 Enable change highlight . . . . . . . . . . . . . 8:5
Column Header Colours . . . . . . . . . . . . . 8:3 Excel Reports . . . . .10:1, 12:9, 12:10, 12:14
Column header colours . . . . . . . . . . . . . . 8:4 Excel Reports Highlight colour . . . . . . . . 8:4
Column Name . . . . . . . . . . . . . . . . . . . . . 8:3 Excel Reports Tab . . . . . . . . . . . . . . . . . 8:6
Column Settings . . . . . . . . . . . . . . . . . . . 8:5 Excel Reports Template Designer . . . . . 8:9
Column Type . . . . . . . . . . . . . . . . . . . . . . 8:3 Excel template file . . . . . . . . . . . . . . . . 8:14
Compare/Update . . . . . . 4:6, 8:19, 11:1, B:1 Exiting . . . . . . . . . . . . . . . . . . . . . . . . . 15:1
Compare/Update Basic Mappings . . . . . B:1 Exporting from the Grid . . . . . . . . . . . . 12:1
Compare/Update Configurations . . . . . 8:19 Exporting to Microsoft Excel . . . . . . . . . 12:1
Compare/Update Tab . . . . . . . . . . 4:6, 8:19

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 AVEVA P&ID Reports 12.1.SP3 User Guide

F P
File Tab . . . . . . . . . . . . . . . . . . . . . . . . . . 4:1 Predefined Queries . . . . . . . . . . . . . . . 12:2
Filtering Data . . . . . . . . . . . . . . . . . . . . . . 7:6 Preferences . . . . . . . . . . . . . . . . . . . . . . 8:1
Fixing Column Headings . . . . . . . . . . . . . 7:5 Producing Excel Spreadsheet Reports 12:1
Fonts . . . . . . . . . . . . . . . . . . . . . . . . 8:3, 8:4 Purpose of AVEVA P&ID Reports . . . . . 1:1
Fonts and Colours . . . . . . . . . . . . . . 7:2, 8:3
Fonts and Colours Tab . . . . . . . . . . . . . . 8:3 Q

G Queries . . . . . . . . . . . . . . . . . . . . . 12:2, 12:4

Grouping by Multiple Attributes . . . . . . . . 7:4 R

Grouping Data . . . . . . . . . . . . . . . . . . . . . 7:3
Raw database . . . . . . . . . . . . . . . . 2:1, 14:3
H Read-only access rights . . . . . . . . . . . . . 3:2
Refreshing Data . . . . . . . . . . . . . . . . . . 7:10
Home Tab . . . . . . . . . . . . . . . . . . . . . . . . 4:3 Removing Filtering . . . . . . . . . . . . . . . . . 7:7
Reports . 12:1, 12:2, 12:4, 12:8, 12:9, 12:10,
I 12:14
Restoring Default Settings . . . . . . . . . . 8:32
Impact . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:3 Restoring Filters . . . . . . . . . . . . . . . . . . . 7:8
Import access rights . . . . . . . . . . . . . . . . 3:2 Revisions . . . . . . . . . . . . . . . . . . . 8:16, 13:1
Importing Data from AVEVA Engineering 6:2
Integration with AVEVA P&ID . . . . . . . . . 2:1 S
Isolation . . . . . . . . . . . . . . . . . . . . . . . . . . 6:1
Issue Tab . . . . . . . . . . . . . . . . . . . . . . . 8:16 Save settings to Database . . . . . . . . . . . 8:5
Issuing Records . . . . . . . . . . . . . 8:16, 13:1 Saving . . . . . . . . . . . . . . . . . . . . . . . . . 15:1
Saving Filters . . . . . . . . . . . . . . . . . . . . . 7:8
L Selected Path . . . . . . . . . . . . . . . . . . . . . 8:6
Selecting a Template / Excel Report . . 8:12
Line Consolidation Tab . . . . . . . . . . . . . 8:15 Set Excel Report . . . . . . . . . . . . . . . . . 8:13
Logging In to the Database . . . . . . . . . . . 3:2 Single Items . . . . . . . . . . . . . . . . . . . . 12:10
Sorting Data . . . . . . . . . . . . . . . . . . . . . . 7:3
M Specifying Database Settings . . . . . . . . 8:1
Start Cell Value . . . . . . . . . . . . . . . . . . . 8:5
Making Deleted Items into New Unassigned Synchronisation . . . . . . . . . . . . . . . . . . . 2:1
Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9:6
Message Log . . . . . . . . . . . . . . . . . . . . . 5:1
T
Modify access rights . . . . . . . . . . . . . . . . 3:2
Modifying Data using Excel Spreadsheets 10:1 Table Columns Tab . . . . . . . . . . . . . . . . 8:2
Multiple Items . . . . . . . . . . . . . . . . . . . . 12:9 Template Name . . . . . . . . . . . . . . . . . . . 8:7
Template Type . . . . . . . . . . . . . . . . . . . . 8:7
N Multiple . . . . . . . . . . . . . . . . . . . . . . 8:7
Single . . . . . . . . . . . . . . . . . . . . . . . . 8:7
New Items . . . . . . . . . . . . . . . . . . . . 9:1, 9:6 Templates . . . . . . . . . . . . . . . . . 12:9, 12:10
Tooltips . . . . . . . . . . . . . . . . . . . . . . . 7:2, 8:3
O
Open Log File . . . . . . . . . . . . . . . . . . . . . 5:1
U
Options Dialog . . . . . . . . . . . . . . . . . . . . 8:1 Ungrouping Data . . . . . . . . . . . . . . . . . . 7:5
Options Tab . . . . . . . . . . . . . . . . . . . . . . 8:5 Untagged Items . . . . . . . . . . . . . . . . . . 12:8
Order of Columns . . . . . . . . . . . . . . . . . . 7:2 Use Custom Queries . . . . . . . . . . . . . . 8:14
Use of AVEVA P&ID Reports . . . . . . . . . 1:1
User Defined Queries . . . . . . . . . . . . . . 12:4

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 AVEVA P&ID Reports 12.1.SP3 User Guide

User Interface . . . . . . . . . . . . . . . . . . . . . 4:1

V
Viewing an AVEVA P&ID Reports Database 7:1
Visibility . . . . . . . . . . . . . . . . . . . . . . . . . . 8:3

W
Width of Columns . . . . . . . . . . . . . . . . . . 7:2

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