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Create and customize Excel templates


With infra CONVERT you can export inspection plan contents directly to a Microsoft Excel workbook.

You can use the supplied Excel test report templates directly or modify them as you wish. However, you can also create your own templates just as easily. In doing so, you can use Excel files that already exist in the company. This page describes how you can create and customize Excel templates.


Content

 • Fundamentals
 • Structure
 • Export variables


Fundamentals

If the export of an inspection plan (more precisely: an inspection plan version) to Excel is triggered in infra CONVERT, the available Excel templates are suggested for selection. Based on the selected template, an Excel work file is then created, filled with the inspection characteristics and saved in the specified directory.
See Functions > Export > Export inspection plan > Schritt 2d.

The file formats

The Excel template file can have one of the following formats:

  • XLTX (without macros, *.xltx)
  • XLTM (with macros, *.xltm)

The following formats can be exported:

  • XLSX (without macros, *.xlsx)
  • XLSM (with macros, *.xlsm)
  • XLS (*.xls)


Requirements

Microsoft Excel should be installed on the computer on which the export is performed in order to use all Excel functions. If Microsoft Excel is not installed, this must be specified in the settings by removing the corresponding setting.
See Settings > Settings > Export > „Excel test plan“ group


The template directory

The following directory is used to store the test report templates supplied with infra CONVERT during installation.

%ProgramData%/ELIAS GmbH/infra-Convert/ExcelReports

Excel template files located in the set template directory - by default this is the directory mentioned above - are suggested for selection during the export process. The template directory can be changed in the “Settings” menu.
See Settings > Settings > Export > „Excel test plan“ group


Structure

Das Importblatt

Exactly one worksheet in the workbook can be described during the export process. It does not matter where the sheet is located in the workbook, but it must be active when the template file is saved. In addition, the editing protection for this sheet or the editing protection for the workbook must not be activated.

References allow you to use the cell contents on other sheets.

Tip If you open an Excel template file by double-clicking it from File Explorer, Excel automatically creates a workbook based on the template, for example an XLSX from an XLTX file. Open the template file from Excel, edit the template as such. This way you can save it directly without having to change the file format again.
Important The import sheet must be visible when saving. The sheet protection must not be activated.


Define names

infra CONVERT writes the inspection characteristics line by line, i.e. one below the other. Another direction is not possible.

Name the first cell in the column to be filled with values with an export variable from the subsequent table. Each name can be assigned only once.

How to define names in Excel is described in Microsoft's Office Help at this point: Defining and using names in formulas.

Tip Particularly suitable for displaying graphic symbols, such as the diameter sign, is the font Segoe UI Symbol.


Export variables

The following variables are available, see also the table.


Name Description Reference
CharacteristicClassId ID (“ELIAS-ID”) der Merkmalklasse

Note Available as of program version 1.3.4.1
More > Terms > Class (characteristic-)

Field name in Excel Report Add-In for infra - CONVERT with approximate equivalent: CollClass
CharacteristicGraphic File name of the stamp graphic including the file ending

Note Available as of program version 1.3.4.1
User interface > Function window > Features properties > Properties

Field name in Excel Report Add-In for infra - CONVERT with approximate equivalent: ColGraphicFile
CharacteristicId Unique GUID for the feature

Note Available as of program version 1.3.4.1
Field name in Excel Report Add-In for infra - CONVERT with approximate equivalent: CollD
CharacteristicType Characteristic type (variable, attributive) More > Terms > Characteristic (test-, quality-)

Field name in Excel Report Add-In for infra - CONVERT with approximate equivalent: ColAttributeType
CharacteristicTypeId Characteristic type ID (1 = Variable; 0 = Attributive)

Note Available as of program version 1.3.4.1
More > Terms > Class (characteristic-)

Field name in Excel Report Add-In for infra - CONVERT with approximate equivalent: ColAttributeType
Class Characteristic class More > Terms > Class (characteristic-)

Field name in Excel Report Add-In for infra - CONVERT with approximate equivalent: ColClass
ClassSymbol Graphic symbol or label More > Terms > Class (characteristic-)
Comment Comment User interface > Function window > Characteristic properties

Field name in Excel Report Add-In for infra - CONVERT with approximate equivalent: ColComent
Conditions Modifiers

Note Available from program version 2.2.7
User interface > Function windows > Characteristic properties > Properties > Modifiers
Terms > More > Specification operators and modifiers (ISO GPS)
Count Number of repetitions

Note Available from program version 2.2.7
User interface > Function windows > Characteristic properties > Properties > Properties > Count
DrawingQuadrant Field division More > Terms > Drawing sheet

Field name in Excel Report Add-In for infra - CONVERT with approximate equivalent: ColDrawingQuadrant
DrawingSheet File name of the drawing sheet including the file ending

Note Available as of program version 1.3.4.1
Field name in Excel Report Add-In for infra - CONVERT with approximate equivalent: ColGraphicFile
Fit Tolerance class (specifiction of fits) More > Terms > Tolerance table

Field name in Excel Report Add-In for infra - CONVERT with approximate equivalent: ColPassung
Label Characteristic title, as displayed in infra CONVERT User interface > Function window > Characteristic properties > Properties > Titel

Field name in Excel Report Add-In for infra - CONVERT with approximate equivalent: ColLabel
LowerLimit Lower limit value/minimum value, calculated from the nominal value and upper tolerance / lower deviation limit when exporting*

Note Available as of program version 1.3.4.1
More > More > Measurement (sizes-)
LowerTolerance Lower Tolerance* More > Terms > Measurement (sizes-)

Field name in Excel Report Add-In for infra - CONVERT with approximate equivalent: ColToleranceLow
MinMax Tag: Limit dimension in one direction (min., max.)

Note Available from program version 2.2.7
Settings > Settings > Merkmale > “Limit values in one direction (min., max.)” group
NominalUnit Unit of measurement

Note Available from program version 1.3.9.7
More > Terms > Measurement (sizes-)
NominalValue Value of the nominal value* More > Terms > Measurement (sizes-)

Field name in Excel Report Add-In for infra - CONVERT with approximate equivalent: ColValue
PositionX X-coordinate of the stamp in pixel

Note Available as of program version 1.3.4.1
Functions > Characteristics > Reposition and align stamp

Field name in Excel Report Add-In for infra - CONVERT with approximate equivalent: ColPositionX
PositionY Y-coordinate of the stamp in pixel

Note Available as of program version 1.3.4.1
Functions > Characteristics > Reposition and align stamp

Field name in Excel Report Add-In for infra - CONVERT with approximate equivalent: ColPositionY
Radius Size of the stamp, indicated as radius in pixel

Note Available as of program version 1.3.4.1
Field name in Excel Report Add-In for infra - CONVERT with approximate equivalent: ColDiameterStamp
Reference Reference

Note Available from program version 2.2.7
User interface > Function windows > Characteristic properties > Properties
Requirement Complete requirement, individually formattable for each feature class. Administrator's Manual > Configuration and Import > Parameter file “CharacteristicClasses” > Formatting the export variable "Requirement"

Field name in Excel Report Add-In for infra - CONVERT with approximate equivalent: ColLabel
SpecialCategory Category More > Terms > Category (characteristic-)
SpecialCategoryGuid Category GUID

Note Available as of program version 1.3.9.4
More > Kategorie (Merkmal-)
StampText Stamp inscription More > Terms > Stamp/stamps

Field name in Excel Report Add-In for infra - CONVERT with approximate equivalent: ColStampText
Tags Label/Tag More > Terms > Label
TargetX X-coordinate of the reference point (target point, origin point) of the stamp in pixel

Note Available as of program version 1.3.4.1
Functions > Characteristics > Reposition and align stamp

Field name in Excel Report Add-In for infra - CONVERT with approximate equivalent: ColDestinationPositionX
TargetY Y-coordinate of the reference point (target point, origin point) of the stamp in pixel
(Available as of program version 1.3.4.1)
Functions > Characteristics > Reposition and align stamp

Field name in Excel Report Add-In for infra - CONVERT with approximate equivalent: ColestinationPositionY
ToleranceTable Tlolerance table More > Terms > Toleranztabelle

Field name in Excel Report Add-In for infra - CONVERT with approximate equivalent: ColToleranceTable
ToleranceTableColumn Tolerance class in Tolerance table (column) More > Terms > Toleranztabelle

Field name in Excel Report Add-In for infra - CONVERT with approximate equivalent: ColToleranceTable
ToleranceUnit Unit of the tolerance limits

Note Available from program version 1.3.9.7
More > Terms > Measurement (sizes-)
UpperLimit Upper limit value/maximum value, calculated from the nominal value and lower tolerance / upper deviation limit when exporting*

Note Available as of program version 1.3.4.1
More > More > Measurement (sizes-)
UpperTolerance Upper Tolerance* More > Terms > Measurement (sizes-)

Field name in Excel Report Add-In for infra - CONVERT with approximate equivalent: ColToleranceHigh
Value Value

Note Available as of program version 1.3.4.1
User interface > Function window > Characteristic properties

Field name in Excel Report Add-In for infra - CONVERT with approximate equivalent: ColText

* [Note The restriction described in the following no longer applies from programme version 2.5.3. From this version onwards, numerical values are no longer exported as text but as numbers.] Nominal and tolerance values are output as a text string to match the representation in the specification on the drawing. If you want to continue calculating with the numeric values, it may be useful to convert the strings into numbers. You can use the Excel VALUE function for this.


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en/infra-convert/user/exceltemp.txt · Last modified: 2021/12/10 13:42 by me