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User Manual infra CONVERT > More

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
 • Standard templates


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

The import sheet

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 test characteristic properties line by line, i.e. one below the other. Another direction is not possible. Name the first cell in the column which should be filled with values with an export variable from the following Table. Each name can be assigned only once.

Project and test plan attributes (available from program version 2.10.0) are written into one cell.

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


Formatting

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



Export variables

Project data

Project data apply to the entire project. They are set in the project edit dialog. The following export variables are available for each test plan export.
See Functions > Project > Create new project

Note Available from program version 2.10.0.
Name Description Reference
ProjectTitle Project title Funktionen > Projekt > Functions > Project > Create new project
ProjectDescription Project description


Test plan data

Test plan data are set in the Edit test plan version dialog. The following export variables are available for each test plan export.
See Functions > Test plans > Edit test plan

Note Available from program version 2.10.0.
Name Description Reference
TestPlanTitle Title of the test plan version Functions > Test plans > Edit test plan
TestPlanVersion Test plan version number
TestPlanDescription Description of the test plan version
Owner Legal owner
PartNumber Part number
RevisionPart Revision index
Date Date of issue
Title Title
TitleSupplementary Supplementary title
DrawingNumber Drawing number
DrawingRevision Revision status of drawing
Material Material
Mass Mass
Editor Editor
TestPlanComment Comment
All user-defined test plan data can be used as an export variable. The attribute key corresponds to the variable name. Settings > Settings > Administration > “Additional attributes for test plan versions” group


Characteristics

The characteristic properties can be exported with the following variables.


Name Description Reference
CharacteristicClassId ID (“ELIAS-ID”) der Merkmalklasse More > Terms > Class (characteristic-)

Field name in Excel Report Add-In for infra - CONVERT with approximate equivalent: ColClass
CharacteristicGraphic File name of the stamp graphic including the file ending 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 Field name in Excel Report Add-In for infra - CONVERT with approximate equivalent: ColID
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) 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 User interface > Function windows > Characteristic properties > Properties > Modifiers
Terms > More > Specification operators and modifiers (ISO GPS)
Count Number of repetition 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 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* 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.) Settings > Settings > Merkmale > “Limit values in one direction (min., max.)” group
NominalUnit Unit of measurement More > Terms > Measurement (sizes-)
NominalText Value of the nominal dimension as text to also receive plus, degree, minute and second signs

Note Available from program version 4.3.0
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 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 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 Field name in Excel Report Add-In for infra - CONVERT with approximate equivalent: ColDiameterStamp
Reference Reference 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 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 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 More > Terms > Measurement (sizes-)
UpperLimit Upper limit value/maximum value, calculated from the nominal value and lower tolerance / upper deviation limit when exporting* 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 User interface > Function window > Characteristic properties

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


Standard templates

The supplied ELIAS test report template is continuously updated and provided with new functions. Older versions of this development process are also installed, each marked with the year. The current version is

ELIAS_Report_2023.xltx

Instructions for use and customization can be found in the file on the Info worksheet.


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en/infra-convert/user/exceltemp.1700225376.txt.gz · Last modified: 2023/11/17 13:49 by me