TM-3550 AVEVA Plant (12.1) Tags (Basic) - 1

AVEVA Plant
(12.1)
TRAINING GUIDE
AVEVA Engineering
Tags (Basic)
TM-3550
www.aveva.com
AVEVA Engineering (12.1)
Tags (Basic) TM-3550
Revision Log
Date Revision Description of Revision Author Reviewed Approved
21/09/2011 0.1 Issued for Review KI, JB
06/09/2011 0.2 Reviewed KI JB
07/11/2011 1.0 Approved for Training 12.1 KI JB BT
30/11/2011 2.0 Issued with latest copyright KI JB BT
Updates
All headings containing updated or new material will be highlighted.
Suggestion / Problems
If you have a suggestion about this manual or the system to which it refers please report it to AVEVA
Training & Product Support at tps@aveva.com
This manual provides documentation relating to products to which you may not have access or which may
not be licensed to you. For further information on which products are licensed to you please refer to your
licence conditions.
Visit our website at http://www.aveva.com
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.
www.aveva.com
© Copyright 1974 to current year. 2
AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
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 1974 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.
AVEVA Solutions Limited, High Cross, Madingley Road, Cambridge, CB3 0HB, United Kingdom
Printed by AVEVA Solutions on 30 November 2011
© AVEVA Solutions and its subsidiaries 2001 – 2011
AVEVA Solutions Ltd, High Cross, Madingley Road, Cambridge, CB3 0HB, United Kingdom.
TM
The AVEVA Tags user interface is based on the Microsoft® Office Fluent user interface.
Trademark
AVEVA and Tribon are registered trademarks of AVEVA Solutions Limited or its subsidiaries. Unauthorised
use of the AVEVA or Tribon trademarks is strictly forbidden.
AVEVA product/software names are trademarks or registered trademarks of AVEVA Solutions Limited or its
subsidiaries, registered in the UK, Europe and other countries (worldwide).
The copyright, trademark rights, or other intellectual property rights in any other product or software, its
name or logo belongs to its respective owner.
www.aveva.com
www.aveva.com
Contents
1 Introduction .............................................................................................................................................. 8
1.1 Aim..................................................................................................................................................... 8
1.2 Objectives ......................................................................................................................................... 8
1.3 Prerequisites .................................................................................................................................... 8
1.4 Course Structure .............................................................................................................................. 8
1.5 Using this guide ............................................................................................................................... 8
2 Introducing AVEVA Tags ........................................................................................................................ 9
2.1 AVEVA Tags Overview .................................................................................................................... 9
2.2 Entering AVEVA Tags Application ............................................................................................... 10
2.3 AVEVA Tags Online Help .............................................................................................................. 12
Exercise 1 - Entering AVEVA Tags Application ......................................................................................... 13
3 AVEVA Tags User Interface .................................................................................................................. 14
3.1 AVEVA Tags User Interface – Basic Overview ........................................................................... 14
3.1.1 AVEVA Tags Title Bar .............................................................................................................. 14
3.1.2 Tab Menus ............................................................................................................................... 14
3.1.2.1 Project Tab ........................................................................................................ 15
3.1.2.2 Home Tab ......................................................................................................... 15
3.1.2.3 Data Management Tab...................................................................................... 16
3.1.2.4 View Tab ........................................................................................................... 16
3.1.2.5 Admin Tab ......................................................................................................... 17
3.2 The Tab Ribbon: ............................................................................................................................. 17
3.3 Quick Access Toolbar ................................................................................................................... 18
3.4 Message Log .................................................................................................................................. 20
Exercise 2 – AVEVA Tags User Interace – Basic Overview ...................................................................... 21
4 AVEVA Tags Project Tab ...................................................................................................................... 22
4.1 AVEVA Tag Project Menu .............................................................................................................. 22
4.2 AVEVA Tag Project Option ........................................................................................................... 24
Exercise 3 – AVEVA Tags Project Tab ........................................................................................................ 25
5 Create Lists ............................................................................................................................................ 26
5.1 How to Create a List....................................................................................................................... 26
5.1.1 Creating a Category ................................................................................................................. 26
5.1.2 Creating a List .......................................................................................................................... 28
Exercise 4 – Create a List ............................................................................................................................. 31
6 How to Use and Manage Lists .............................................................................................................. 32
6.1 Opening Lists View ........................................................................................................................ 32
6.2 Manage Lists View ......................................................................................................................... 33
6.2.1 Editing List Field ....................................................................................................................... 33
6.2.2 Editing List Layout .................................................................................................................... 35
6.2.3 Modifying List Sorting Order..................................................................................................... 39
6.2.4 Modifying Sub-List Display ....................................................................................................... 41
6.3 Grouping Data in a List ................................................................................................................. 43
Exercise 5 - Opening and Editing List View ............................................................................................... 45
7 Create , Edit and Delete List Data ........................................................................................................ 46
7.1 Creating New Record ..................................................................................................................... 46
7.2 Creating New Record Using Tag Database Explorer ................................................................. 49
7.2.1 Tags Database Explorer .......................................................................................................... 49
7.2.2 Creating List Data Using Tags Explorer ................................................................................... 50
7.3 Editing Records.............................................................................................................................. 52
7.3.1 Edit Cell Data ........................................................................................................................... 53
7.3.2 Copying List Data ..................................................................................................................... 57
7.3.3 Editing Lists of Values Fields ................................................................................................... 59
7.3.4 Editing Reference List Data ..................................................................................................... 60
7.4 Renaming Records ........................................................................................................................ 62
7.5 Multi-Records Edit ......................................................................................................................... 64
7.6 Find and Replace Text in a List Data .......................................................................................... 66
7.7 How to Print a List Data ................................................................................................................. 68
Exercise 6 - Create and Modify Records .................................................................................................... 69
8 Creating New Records Usng Excel Import/Export Tool..................................................................... www.aveva.com 70
8.1 Formatting Excel Import File ........................................................................................................ 70

8.2 Importing Excel WorkSheet .......................................................................................................... 71
8.3 Exporting Lists Data to an Excel Output ..................................................................................... 79
8.3.1 Exporting Current Lists Data to Excel Worksheet File ............................................................. 79
8.3.2 Exporting Data from Database to Excel Worksheet File .......................................................... 80
Exercise 7 - Excel Import / Export .............................................................................................................. 87
9 Lists Data Views and Filters ................................................................................................................. 88
9.1 Lists Data Displays ........................................................................................................................ 88
9.1.1 View List One above the Other ................................................................................................ 88
9.1.2 View List Side by Side .............................................................................................................. 90
9.1.3 Display Lists Data in Windows ................................................................................................. 92
9.1.4 Display Data in Vertical View ................................................................................................... 93
9.2 Column Layouts ............................................................................................................................. 94
9.2.1 Resize Column Layout ............................................................................................................. 94
9.2.2 Changing Column Order and Combining Columns.................................................................. 95
9.2.3 Using Pin Columns Option in List View .................................................................................... 95
9.3 Displaying Columns Summaries .................................................................................................. 96
9.4 Displaying and Change Units Column Headings ....................................................................... 98
9.5 Edit Cell Feedback Colours in List View.................................................................................... 100
9.6 Apply List Filters .......................................................................................................................... 101
9.6.1 Applying Column Filter ........................................................................................................... 101
9.6.2 Applying Multi-Filter ................................................................................................................ 103
Exercise 8 - Displaying List Data Views .................................................................................................... 104
10 List Data Management ..................................................................................................................... 105
10.1 View and Change Status of Lists Data....................................................................................... 105
10.1.1 Displaying Graphical View of Lifecycle associated with List Data ......................................... 105
10.1.2 Add and Change Status of Elements in a Lifecycle ............................................................... 108
10.2 View History of Status Changes for Elements .......................................................................... 112
10.3 View Graphical Report of Status Changes for Elements ......................................................... 113
10.4 Highlight Changes between Sessions in a List View ............................................................... 116
10.4.1 Highlight Changes between Last and Current Session ......................................................... 116
10.4.2 Highlight Chanages between Selected Sessions .................................................................. 117
10.5 Highlight Changes in Schematic Diagrams .............................................................................. 119
10.6 Display Schematic Diagrams Model in a List View .................................................................. 123
10.6.1 View Schematic Diagrams in List Data .................................................................................. 123
10.7 Generate Schematic Models of Equipment Items in a List Data ............................................. 126
10.7.1 Display Schematic Model for Selected Item in a List Data .................................................... 126
10.8 Display Document Links in Lists View ...................................................................................... 129
Exercise 9 - List Management .................................................................................................................... 131
11 Reports .............................................................................................................................................. 132
11.1 Running Quick Report on the Current List ............................................................................... 132
11.2 Running Pre- Defined Report...................................................................................................... 135
Exercise 10 - Reports .................................................................................................................................. 137
www.aveva.com
www.aveva.com
CHAPTER 1
1 Introduction
This training guide is for use with AVEVA’s Tags product. The product is a module of AVEVA Engineering,
can be licensed for use with an existing AVEVA PDMS or Marine installation. This chapter outlines the
objectives for this guide, details the knowledge required, what must be in place before training starts, how to
use this guide and the course structure.
1.1 Aim
Over the duration of the training participants will be given a basic understanding of how to use AVEVA Tags
application to create and maintain the major project indices such as Line List, Equipment Index etc.
1.2 Objectives
To provide a clear understanding of the basic features of AVEVA Tags application

To familiarise users with the screen layout and the workings of the user interface.
To create and maintain Project Indexes.
To understand the various ways in which they can be modified.
1.3 Prerequisites
Trainees should be familiar with Microsoft Windows
1.4 Course Structure
Training will consist of oral and visual presentations, demonstrations and set exercises. Each workstation
will have a training project, populated with model objects. This will be used by the trainees to practice their
methods, and complete the set exercises.
1.5 Using this guide
Certain text styles are used to indicate special situations throughout this document, here is a summary;
Menu pull downs and button press actions are indicated by bold dark turquoise text.
Information the user has to key-in will be red and in bold Italics.
Annotation for trainees benefit:
Additional information
Refer to other documentation
System prompts should be bold and italic in inverted commas i.e. 'Choose function'
Example files or inputs will be in the courier new font, colours and styles used as before.
www.aveva.com
CHAPTER 2
2 Introducing AVEVA Tags
AVEVA TAGS is an application that supports the creation and management of Engineering Tag and List
data. For example Line List, Equipment Index, Valve List etc are candidates for TAGS usage.
2.1 AVEVA Tags Overview
AVEVA TAGS allows sets of data to be created and managed independently by disciplines or users. It
provides the capability for each user(s) to update and release respective data independently in line with
typical engineering practices, so that changes can be managed and issued in a controlled environment.
In AVEVA TAGS, imported or created data, for example Equipment, is stored in an Engineering Database
within PDMS.This data can then be used for 2D drawings (P&ID’s) and 3D modelling through the use of
AVEVA Diagrams or AVEVA P&ID and Schematic 3D Integrator applications respectively as shown below.
The data in TAGS is displayed in lists or grids with an Excel look and feel.
.
The diagram above illustrates how AVEVA Tags relates to other AVEVA products. The product (AVEVA
Tags) includes capabilities to compare and update data from AVEVA Instrumentation, AVEVA Diagrams etc.
rd
and other 3 party data source (via Excel)
For details on how AVEVA Tags integration with other AVEVA products. Please refer to TM-3551
AVEVA Tags Training Guide (Advance)
www.aveva.com
2.2 Entering AVEVA Tags Application
To start the AVEVA Tags application, Select All Programs > AVEVA Plant > Engineer > Engineering 12.1
> Tags as shown:
Alternatively the AVEVA TAGS application can be access by double clicking on the Plant Engineer desktop
shortcut icon, expanding the Engineering 12.1 folder and selecting the TAGS shortcut as shown:
Click on Tags from Engineering 12.1 folder to display the AVEVA Tags Login form. The trainer will provide
AVEVA Tags User Names and Passwords as shown below:
On Tags login box, enter the following;
Project: Sample
Username: SYSTEM
PASSWORD: XXXXXX
MDB: SAMPLE
www.aveva.com
Click on the Login button.
A default screen layout will be displayed comprising the general AVEVA TAGS User Interface for the
application as shown
www.aveva.com
2.3 AVEVA Tags Online Help
Online Help for the Tags module can be access by double clicking on the help Icon from AVEVA Tags
User Interface as highlighted.
Alternatively Online Help for the Tags module may also be access by clicking on the Project tab and select
AVEVA Tags Help option from the sub-menu as shown:
www.aveva.com
Exercise 1 - Entering AVEVA Tags Application
1. Logon into AVEVA Tags Project (Sample) as a Piping Process Engineer user using the
details provided by the Trainer.
www.aveva.com
CHAPTER 3
3 AVEVA Tags User Interface
AVEVA Tags module is access using menus and toolbars. This chapter gives a basic overview of how to
access and use some of these menus and toolbars.
3.1 AVEVA Tags User Interface – Basic Overview
The main parts of the AVEVA TAGS User Interface are:
Title Bar
Tab Menus
o Project
o Home
o Data Management
o View
o Admin (ADMIN users only)
Quick Access Toolbar
List / View Window
Message Log / Window.
3.1.1 AVEVA Tags Title Bar
The title bar of the AVEVA TAGS module displays module name, and the the code of the currently selected
project in the example below, the project code is ‘SAM’.
3.1.2 Tab Menus
In AVEVA TAGS all of the commands, facilities and utilities are accessed from a number of Tabs, which can
be selected from the Module Interface, these include Project, Home, Data Management, View and Admin.
These are explained in more detail during the training course.
www.aveva.com
3.1.2.1 Project Tab
This menu provides access to number of key functions such as Save Work and Get Work. To access the
Project menu, click on the Project tab from the AVEVA TAGS main toolbar as highlighted in the example
below:
For more detail on Project Menu, please refer to

Section 4.
3.1.2.2 Home Tab
This menu provides access to number of key groups such as Database, Lists and Schedules, Clipbord,
Record, Grid Actions, Report, and Find Replace groups. To access the Home menu, click on the Home tab
from the AVEVA TAGS main toolbar as highlighted.
Database Group: Used to explore the structure of the project database and view the attributes of elements.
Lists and Schedules Group: Used to create, open and manage lists and list categories.
Clipbord Group: Contains functions to cut, copy and paste data in a list view.
Record Group: Contains functions to create new record, edit and delete multiple records in a list
Grid Actions Group: Contains functions to select all record in a list, view lists in the Card View format, clear
all temporary filtering from a list, set cell feedback colours and generated a report on the data in the current
list.
Reporting Group: Provides access to Report Designer used to create user defined reports and to run pre-
defined reports supplied with Tags or created by users in Report Designer
Find Replace Group: Used to find the value entered in the field in a list
www.aveva.com
3.1.2.3 Data Management Tab
The functions covered in this tab control the manner in which data status is decided, the release of data to
other users, attribute values of Tags data are compare and updated against other PDMS database and the
export/import to Excel.
This menu provides access to number of key groups such as:
Status Control Group: Contains functions to set status definition to element in the current list and display a
graphical representation of selected lifecycle.
Status Action Group: Contains functions to Promote, Demote, Edit, view graphical representation and view
log of status changes of elements in a lifecycle.
Changes Group: Provides functions to highlight changes to data in a list between selected Sessions and
view the history of a cell or row.
Extracts Group: Provides functions to claim and release of data to other users.
AVEVA Integration Group: Provides functions to export data to AVEVA NET and compare the attribute
values of Tags data against data held other PDMS database
Import / Export Group: Provides functions to export/import data to/from an Excel spreadsheet
3.1.2.4 View Tab
This tab deals mainly with the grid display modes. It also allows for schematic diagram and model
associated with elements to be viewed within the Tags applications.
View Group: Provides functions to view the schematic diagram in which an element islocated, view the
schematic model associated with an element and view the documents linked to elements
Window Group: Provides functions to view lists display in different modes.
Grid Options Group: Provides functions to display or hide grid options such as filtering, units of
measurement in the column headers of a list, cell feedback colours, slash that prefixes some values in
a list, column summaries etc.
www.aveva.com
3.1.2.5 Admin Tab
The Admin tab is only displayed if the user is a member of the TAGSADMIN team
Admin Tools Group: Provides functions to open the Command Window, edit database views, define and
switch on autonaming rules for new records and configure the interface with AVEVA NET.
3.2 The Tab Ribbon:
To save screen space, the Ribbon Bar menu can be hidden, to do this click on the button to the far right of
the tabs as shown
And to un-hide the Tab Ribbon, click on the button as highlighted
Alternatively you can right-click on the AVEVA TAGS main toolbar and select the Minimise the Ribbon
option.
To customise the interface, click this

button to the far right of the tabs :
www.aveva.com
3.3 Quick Access Toolbar
This toolbar provides the capability to add Tabs and Project menu for easy access. Some commands such
as Save Work, Get Work, Redo and Undo are located in the toolbar by default.
Save Work: To save any changes made to data in lists.
Get Work: To refresh data in any opened lists with any changes that other users may have made to the
data since the lists were opened.
Undo: Undoes the last change made to data in a list, including the adding and copying of records.
Redo: Reverses the last undo (see above) made to data in a list. Multiple undoes can be reversed.
To add a tab or project menu to the Quick Access toolbar, right-click on the require tab in this case
and select Add to Quick Access Toolbar option from the menu as shown:
The selected Tab is then added to the toolbar as shown above and to remove the added Tab right-click on
the Quick Access Toolbar main toolbar and select Remove from Quick Toolbar.
The default location of this toolbar is above the tabs to the left of the title bar as shown below; and it can be
move to different location if require.
www.aveva.com
To do this, right-click on the Quick Access Toolbar main toolbar and select the Show Quick Access
Toolbar Below the Ribbon option from the menu. The Quick Access Toolbar will then be displayed:
Alternatively click on the arrow at the end of the toolbar and select Show Below the Ribbon option from the
menu. The Quick Access Toolbar will then be displayed below the Ribbon as shown
Once the toolbar is below the ribbon, the menu options become Show Quick Access Toolbar Below the
Ribbon and Show Quick Access Toolbar Above the Ribbon and are used to move the toolbar back to its
original position
www.aveva.com
3.4 Message Log
The Message Log displays messages issued during the current session. To display the log, click on the
message text in the status bar. The Message Log window is then displayed above the status bar as shown:
www.aveva.com
Exercise 2 – AVEVA Tags User Interace – Basic Overview
1. Familiarise yourself with the AVEVA Tags user interface.
www.aveva.com
CHAPTER 4
4 AVEVA Tags Project Tab
The Project Tab is primarily used to exit the programme, switch between AVEVA PDMS modules if required
and allows the user to set editing/viewing preferences for the TAGS module
4.1 AVEVA Tag Project Menu
The Project Menu can be accessed by selecting Project Tab from AVEVA TAGS main toolbar. The Project
Menu will then be displayed as shown:
The Project Menu provides access to a number of functions some of which are described below:
Save Work - This is used to save any changes made to data made using the TAGS module.
This facility ‘SaveWork’ is also available on the

Quick Access Toolbar by default. Please refer
to section 3.2
www.aveva.com
Get Work - This Used to refresh data in any opened lists with any changes that other users may
have made to the data since the lists were opened.
This facility ‘GetWork’ is also available on the

Quick Access Toolbar by default. Please refer to
section 3.2
Modules - This is used to switch to a different AVEVA Plant or Marine Engineering modules.
Clicking on the Modules option displayes the Modules form and you can then select the required
Module to switch to as shown
Exit - This is used to exists AVEVA Tags application if required
www.aveva.com
4.2 AVEVA Tag Project Option
The Options form is used to view and edit user preferences for the TAGS Module. To open the Options
form, Select Options from the Project tab as shown:
This menu provides access to number of key functions such as:
Default presentation for Units-of-Measure:To set the default presentation units of measure used for
values in lists.
Performed when a Get Work when a Save Work is actioned: If a Get Work is to be automatically
performed when a Save Work is carried out, check the checkbox
Save List Layout Changes on Close: If users change the layout of lists e.g the order in which columns are
displayed. If a messages is to be displayed asking whether or not such changes are to be saved, select Ask
(this is the default setting). If such changes are not be saved, select No.
Prompt for Session Comment during Save Work: When a Save Work is carried out a window may
optionally be displayed in which a comment regarding the session can be entered. If this is required, check
the Prompt for Session Comment during Save Work checkbox. The checkbox is unchecked by default.
For more details on Project Option form, please refer to section 9.4
www.aveva.com
Exercise 3 – AVEVA Tags Project Tab
1. Familiarise yourself with the AVEVA Tags Project Tab.

2. Use the Help Option from the Project Menu form to search for AVEVA Tags User Guide.
www.aveva.com
CHAPTER 5
5 Create Lists
Project data in the TAGS module is viewed and edited using a number of lists or views, each of which
displays a category of data in a grid format. This section describes how to create and manage lists.
5.1 How to Create a List
A list is created initially from a project database view. The user specifies which fields from that view are to be
included in the list, they define the layout of the fields, the sorting order of the fields, and they can also apply
filtering.
For further details, on Database Views, please refer to TM-3552 - AVEVA Plant (12.1) TAGS (Admin)
guide
The lists are grouped into user-defined Categories, which are either Company, Project or User-defined, and
are normally discipline Specific, so you may well have a Categories of Instrumentation, Process,Mechanical,
and under each of these Categories you would create the specific Lists The Categories must be created
first before a list can be created. The following worked example describes how to create a user-defined
Category and Lists within that Category.
5.1.1 Creating a Category
First, select the Home tab, and then click on the Manage icon in the List and Schedules group, the
Manage Lists form is then displayed:
www.aveva.com
Click on the Add Category button on the Manage Lists form and the Manage Lists Category form is then
displayed as shown.
In the Category Field text box enter the

required Category name, in this case Plant
If applicable, select the type of category from

the Category type list, User, Project or
Company. In this example select User
The choice of the Category type from the pull-down list determines where the list is stored, you may
not have Write access to the Poject or Company ones, this depends on your Windows access
rights.
Option Default folder location

User C:\AVEVA\Plant\Data12.1.1\pdmsuser\<Project>\Data\Lists
Project C:\AVEVA\Plant\Projects12.1.1\<project>\<project>dflts\Data\Lists
Company C:\AVEVA\Plant\PDMS12.1.1\PDMSUI\dflts\Data\Lists
From the Manage Lists Category click on the Ok button. The Manage Lists Category form is then closed
and the new category is then listed in the Categories
group of the Manage Lists form as shown:
If the Category Name needs changing,

select the category name from the categories
group of the Manage Lists window and click
on Properties button to modify or change
the name of the required field.
www.aveva.com
And to delete Category from the categories group of the Manage Lists, select the category name
and click on Remove Category button. When a category is deleted all lists in that category are also
deleted.
5.1.2 Creating a List – Worked Example
This worked example will take you through the steps of creating a list based on a project database view and
add the list to a user defined category created previously in section 5.1.1.
First select the required Category, that the list is

to be created under, in this case PLANT, click
on the Add List button on the Manage Lists
form and the List Manager form is then
displayed.
In the Name Field enter the name of the list, in this case PLANT-LIST
The Name is a mandatory field.
In Description Field enter

a more descriptive name, in this case
PLANT LIST CATEGORY
The Category field displays the category

that the list belongs to. In this case PLANT,
the field can only be changed in Manage
Lists Category form.
If the data from the list is to be

exportable to AVEVA NET, check
the Can be published to AVEVA
NET checkbox.
www.aveva.com
In the View Definition Set section of the form, by default Project Views is selected in the list, this allows
you to select views from Company or User level, in this example this field should remain as Project View.
Now you need to select the required database view that is to form the basis of the list from the View tab list
of Database Views, select ENG – Mechanical TAGS with DSX
If required, you can filter the list of views by selecting a filter from the Database Types Filter list.
View Definition Set is used to add existing

view definition sets to the View Definitions
set list. New Definition Set can be created
and existing definition sets, edited using
Database Views Editor.
For more details, please refer to

TM-3551 - AVEVA Plant (12.1) TAGS
(Advanced) training guide
Click on the OK button to close the form.
The newly created list PLANT-LIST is then added to the PLANT category, and is displayed on the Manage
Lists form within the Lists in Category list gadget as shown.

To edit or modify the newly created List,
select the required List from the Lists in
the User Index Category list of the
Manage Lists and click on the Properties button from the Manager Lists. For more detail example
please refer to section 6.0.
www.aveva.com
To delete a list, select the required list from the List in Category list from and and click Remove List button.
The selected list is then deleted.
To Copy a list, select the required list from the Lists in Category list, and click Copy List button. The List
Manager form is then displayed with the properties of the copied list and a default name of “copy of <name
of copied list>”, is given to the new list.
Finally, click on the Ok button from the Manager Lists form to

Save the newly created list and close the Manage Lists form.
www.aveva.com
Exercise 4 – Create a List
1. Create a new Category for Electrical Engineers.
2. Add a list based on the database view Electrical TAGS with DSX to the newly created Electrical
Engineers Category.
www.aveva.com
Chapter 6
6 How to Use and Manage Lists
Project data in the TAGS module is viewed and edited using lists, each of which displays data in a grid
format. This section describes how to open and configure lists.
6.1 Opening a List View
To open a list, first select the Home tab, and then select the category from the top list gadget, in the Lists
and Schedules group, in this example PLANT has been selected.
Next you need to select the list that you want to work with from the bottom list
gadget, in this example we have seleted the PLANT-LIST. To display the list,
now click the Open icon. The list is then displayed in the List / View window.
To close a list, either right-click on the list name on its tab and click Close, or click the X button in the top-
right corner of its tab.
www.aveva.com
6.2 Configuring a list
As mention earlier, the user can define the list so that when the data is viewed, it can be shown in different
ways, rather than being based on the actual content of the Database View.
This section describes how the user can modify or edit the lists layout, for example, field order, field
groupings, what fields are displayed, the fields display name, and also the sort order of the Items
6.2.1 Editing a Lists Fields – Worked Example
The List Manager Fields tab allows user(s) to specify the columns and modify the columns caption (display
name), in the list to be displayed in the AVEVA TAGS grid view.
On the Home tab, select the Manage icon, to display the Managed Lists form, select the Category PLANT,
this will list the Lists associated to the category, select the required List in this case PLANT – LIST from the
lists in the Lists in Category, list. Click on the lower Properties button, the List Manager form will be
displayed as shown:
The List Manager form, by default will select the View tab, where the lists, Name and Description
can be modified if required.
Select the Fields Tab from the List Manager form to

display the Fields Tab content as shown below.
.
All checkboxes are checked by default. To check

or uncheck all checkboxes, check/uncheck the
checkbox in the Select column header as
highlighted.
www.aveva.com
Confirm the required field to be displayed in the grid by checking the appropriate checkboxes in the Select
column as highlighted
Modify the text in the Caption column if

required, in this example enter P&ID No
in the Caption column for P&ID Attribute
Name row as highlighted
Then click on the Ok button from the List Manager form to Save the Fields settings and close the List
Manager form. The Manage List form is then displayed as shown below:
And finally, click on the Ok button from the Manager Lists form to confirm the settings and close the
Manage Lists form.
www.aveva.com
The displayed list in the grid, in this case PLANT-LIST will automatically be updated with the field settings
as highlighted shown:
6.2.2 Editing List Layout
The List Manager Layout Tab allows user (s) to specify the order in which the columns of the list are to be
displayed in in AVEVA TAGS grid view. The example below described how to do this:
Select the required List in this case PLANT – LIST from the Lists in the User Index Category list of
the Manager Lists and click on the Properties button from the Manager Lists as described in
Section 6.2.1.
The List Manager form is then displayed as shown
www.aveva.com
Select Layout Tab from the List Manager form to display the Layout Tab content as shown below.
To change the order of columns either by:
- dragging and dropping them up or down the list of column names in the left-hand
section of the tab.
- or by dragging and dropping them to the left or right in the graphical representation of
columns in the right-hand section of the tab.
Multi-level column headings may be created if required. These are grouped columns together under User-
defined column headings as shown.
Right-click on one of the column names, in this case

‘Name’ in the left-hand section of the tab and click on
Add Group
A new column group heading is then added under

the column name that was right-clicked on with the
default name of Group 1 (assuming it is the first
group to be created).
www.aveva.com
Rename the default column group heading Name ‘Group 1’ if required. In this case enter General
Data.
Drag and drop the columns that are to be grouped under the new heading onto its entry in
the list as shown
Then click on the Ok button from the List Manager form to Save the Layout settings and close the
List Manager form. The Manage List form is then displayed. Click on the Ok button from the
Manager Lists form to confirm the settings and close the Manage Lists form.
To rename a group, right –click on it and click on Rename Group from the submenu. And to delete
a group right –click on it and click on Delete Group. The column and groups within the deleted
group are not deleted. They are moved up a level in the list of the columns/groups
www.aveva.com
The displayed list in the grid, in this case PLANT-LIST will automatically be updated with the Layout
settings as highlighted.
The columns can be pinned by default if required. To a pin a column, either click on it’s pin icon in
the graphical representation as shown in below:
When a column is pinned, it automatically becomes the first (left-hand most) column of the list, and
remains displayed at the left-hand side of the list even when the list is scrolled to the right, so that it
is always in view
www.aveva.com
Or with the Multi Level Headings right-click on the column name in the list of columns and select
Pin Column from the menu that is then displayed
6.2.3 Modifying List Sorting Order
By default, records in a list are displayed in rows based on order of creation, with the newest listed first. This
default sort order can be changed using the List manager on the Sorting tab. The example below describes
how to do this.
Select the required List in this case PLANT – LIST from the Lists in the User Index Category list of
the Manager Lists and click on the Properties button from the Manager Lists as described in
Section 6.2.1
The List Manager form is then displayed. Select Sorting Tab from the List Manager form to display the
field names of the list as shown.
Checking the Show used only checkbox restricts the View Fields list to display only the fields that
will appear in a list.
www.aveva.com
To specify that a list is to be sorted by a field, double-click on that field. It is then moved to the Sort
by list as shown. And to remove a field from the Sort by list, double-click on it again. It is then
returned to the View Fields list.
If required the
Sorting Order can
be re set to the
either Ascending
or Descending
order from the Sort
Order pull down
list.
Click on the Ok button from the List Manager form to Save the Sorting settings and close the List
Manager form. The Manage List form is then displayed. Click on the Ok button from the Manager
Lists form to confirm the settings and close the Manage Lists form
The displayed list in the grid, in this case PLANT-LIST will automatically be updated moving E1301
with Description Heat Exchanger to the top of the list as highlighted
www.aveva.com
6.2.4 Modifying Sub-List Display
If a sub-list is set up for a list, when an item is selected in this list, the sub-list will display the details of items
associated with the selected item. The Sub-Lists tab lists the allowable sub-lists for the current list (the sub-
lists must be set up first).
The Sub-list must be set up first in Lexicon Module before Sub –List tab in List Manager can be used ,
for more further details, on how to set up the sub lists, please refer to TM-3552 - AVEVA Plant (12.1) Tags
(Admin) Training Guide
In this example, PLANT- LIST displays equipment items with a sub-list set up that displays details of
associated motors. When an item such as a pump is selected, the sub-list displays the details of the relevant
pump.
To display the sub-list in PLANT-LIST, Select the required List in this case PLANT – LIST from the
Lists in the User Index Category list of the Manager Lists and click on the Properties button from
the Manager Lists as described in Section 6.2.1
- The List Manager form is then displayed. Select Sub-lists from the List Manager form to
display the applicable sub-list as shown.
www.aveva.com
Check the appropriate checkbox. In

this case ‘Motors’
Click on the Ok button from the List

Manager form to Save the Sorting
settings and close the List Manager
form. The Manage List form is then
displayed. Click on the Ok button from
the Manager Lists form to confirm the
settings and close the Manage Lists
form.
The displayed list in the grid, in this case PLANT-LIST will automatically be updated , displaying the
sub-list as shown
The Sub-List can be edited in the same way as data in the main lists.
www.aveva.com
6.3 Grouping Data in a List
This tool provides the capability to change the displayed records so that records with similar attribute values
are grouped together as shown:
In the example below, records are grouped according to their Description.
First turn on the grouping facility above the column headings if the grouping facility is turned off. By
right-clicking on the list and select the Grouping option as shown:
The Grouping option can also be turn on by

checking the Grouping Panel Checkbox in
the Grid Option group of the view tab.
To group data, drag and drop the column heading of the specific attribute into the grouping panel.
www.aveva.com
To view the records within a group, click on the "+" button next to the group name. The records are then
listed under the name. Press the "-" button to close the list as shown.
To "ungroup" data, drag and drop the column heading or heading from the grouping panel back to the
column bar.
www.aveva.com
Exercise 5 - Opening and Editing List View
1. Open the newly created list in exercise 4.0
Modify the List View using the List Manager form to display the following column in AVEVA Tags
grid View
- Tagnumber
- Prefix
- Letter
- Model Number
- Suffix
- Description
- Location
- Discipline
- Duty
- DataSheet Number
- Motor Speed
- Power Factor
- Connection 3 Phase
2. Create a Multi-level column headings to group columns listed below into Multi-level group called “General
Group”
- Tagnumber
- Prefix
- Letter
- Model Number
- Suffix
- Description
- Location
- Discipline
3. Using the Sorting Field in List Manager, set up a sorting order based on Tagnumber.
www.aveva.com
Chapter 7
7 Create , Edit and Delete List Data
New records can be added to the displayed list in the grid and existing data in cells can also be edited or
deleted.
7.1 Creating New Record in a List View
To add a new record to a list view in this case “PLANT_LIST”,
First click on the list view or select a record to enable the New button. Then click on the New button in the
Records group of the Home tab as shown:
If the list is based on a database view which has been set up with creation rules, the Create element
information form is then displayed:
If the list is based on a database view which has

been set up without creation rules a new, blank
record is then added to the bottom of the list.
www.aveva.com
Enter the required information in the fields provided as shown:
In Optional Information Section:
- In Tag Suffix Field enter C
In Required Information Section :
- In Tag Letter Field enter P

- In Tag Number enter 2001
To enable the Ok button, the Required

Information fields of the form must be
completed.
Then click on the OK button. The new record is then added to the list as highlighted below:
www.aveva.com
Data can then be added directly to the newly created record:
First select the required cell and single-click on it. The selected cell is then highlighted.
Enter the required value as shown:
The background colours of cells indicate if the update is successfully or unsuccessfully. In this example the
update is successful.
The cell feedback colours can be edited by the user if required. For more details, please refer to
section 9.5
www.aveva.com
7.2 Creating New Record in Engineering Database Explorer
AVEVA Tags Database Explorer allows user(s) to explore the project database hierarchy as well as create
and edit new or existing records as shown in the example.
7.2.1 Tags Database Explorer
To display the Database Explorer, click on Explorer icon from the Database group of the Home tab. The
Database explorer is then displayed:
By default the Engineering

tab is displayed to view the
Engineering hierarchy as
highlighted
If the Track CE checkbox is checked, the attributes of the element currently selected in the
hierarchy (the current Element) are displayed to the right of the explorers.
www.aveva.com
Click the System tab to view the System hierarchy as shown below:
The System Explorer can be used to navigate the

System Hierarchy in the database. The System
Hierarchy functions enables the administrator to create
the administrative elements of th of the Design system
7.2.2 Creating List Data using Engineering Database Explorer – Worked Example
To create a new record in Engineering Database Explorer:
First select the required group e.g “ENGGRP MechanicalTags” from the Explorer and right click on
it to display the right –click menu as shown:
www.aveva.com
Select New option from the right click menu. The sub-menu is then displayed, then click on the required
owner, in this case “:MECHTAGS: Equipment Tag” the new record is then displayed as shown:
Click on the Attribute Value field and enter the required attributes as highlighted below:
www.aveva.com
7.3 Editing Records
List data in a cell can be edited directly in the grid view or in the Explorer. This section describes how the
user can modify or edit a cell data.
7.3.1 Edit Cell Data - Worked Example
To edit a list data in a cell, first open the list view e.g “PLANT-LIST”and then double-clicking on the value so
that it is selected:
Enter a new value as shown:
www.aveva.com
7.3.2 Edit Claimed Record –Worked Example
Assuming the database has been set to Implicit Claim mode, i.e if a user(s) selects an item no other user
can modify it. Should a second user attempts to modify the claimed item an error will result as shown in the
example below:
First in a separate session enter PDMS Tags module as user MECHENG, password TAGS and
MDB /SAMPLE.
Open up the “Mech TAGS DSX Only” list view from Mechanical category and select P1501A.This
has the action of claiming that record:
Double-clicking on “Corrosion Allowance” attribute cell for P1501A and enter the required as shown
Click on the Save Work icon from Quick Access Toolbar to save any changes made to data in lists
www.aveva.com
In the System PDMS Tags session previously opened;
Open up the “Mech TAGS DSX Only” list view from Mechanical category and select P1501A as
shown:
The selected item

“P1501A” in this example
is claimed by other user in
a different AVEVA TAGS
session.
Click on GetWork icon from Quick Access Toolbar to refresh data in any opened lists with any
changes that other users may have made to the data since the lists were opened.
The Corrosion Allowance”

attribute cell for P1501A is
automatically updated with
value from MECHENG user
The background colours of cells indicated edited cell data.
www.aveva.com
Double-clicking on “Insulation Thk” attribute cell for P1501A and enter the required as shown
In “insulation Thk” attribute cell enter

“12”
Then press “Enter” tab from the Keyboard or click outside the cell. The Value fails to update and
unsuccessful edit feedback colour is displayed. To display the error message, hover the mouse
cursor over the data cell as shown.
The error message will also be displayed in the status bar and recorded in the Message Log. For
more details please refer to section 3.4
In this example the update failed because the element is already claimed by other user. To update the
element “P1501”, it needs to be released by user that have claimed item in this case “MECH ENG” user as
indicated in the error message.
To do this:
First to AVEVA Tags Session run by MECH ENG”, select the element “P1501A”.
www.aveva.com
Click Edit Icon in the Records group of the Home tab to display the menu and select Release icon.
The Release Extract form is then displayed. Check the “Select” checkbox if not selected by default
to confirm the record to release. Then click on the OK button as shown:
www.aveva.com
Then go back the to the System PDMS Tags session,
Do a Get Work by selecting Get Work Icon from Tags main toolbar.
Double-clicking on “Insulation Thk” attribute cell for P1501A and enter the required as shown
The cell feedback colour indicates a successful edit.
7.3.3 Copying List Data –Worked Example
Copy functionality allows users to copy the content of a cell in a list. This can be done by either selecting
Copy option from the Tags main toolbar or from the list Right –Click menu as describes:
First open up the list view, in this case “PLANT LIST” list view
Select the required cell and click Copy in the Clipboard group of the Home Tab, or right-click and
select Copy from the menu that is then displayed, or press Ctrl+C.
www.aveva.com
Select the Paste option from the list right-click menu or Tags main toolbar
To copy the content of cell to multiple cells:
- Click on the required cell and use standard window selection methods (e.g. left mouse click plus Ctrl
and Shift keys) to select multiple cells as shown below:
www.aveva.com
Once multiple cells have been selected right click on the edited cell and select Fill Down from the
right-click menu.
The selected cells are then automatically completed as highlighted
To cut the content of a cell in the list, select the list and click Cut in the Clipboard group of the
Home Tab, or right –click and select Cut from the Menu that is then displayed, or press Ctrl + X
7.3.4 Editing Lists of Values Fields –Worked Example
Lists of values are available for some fields; these are accessed from the arrow button which is displayed
when the mouse cursor is hovered over them.
For more details, on how to setup Lists of Values, please refer to TM-3552 - AVEVA Plant (12.1) TAGS
(Admin) guide
www.aveva.com
To edit or modify the value, first select arrow button which is displayed when the mouse cursor is hovered
over the cell with List Values setup as shown below:
Select the required Value from the list and the list is automatically updated with the selected value as shown.
7.3.5 Editing Reference List Data – Worked Example
Some fields in List view are setup for reference. In Tags module such cell are automatically provided with
the facility to select values from a reference browser.
For more details, on how to setup Reference attribute in a list data, please refer to TM-3552 - AVEVA
Plant (12.1) TAGS (Admin) guide
The Reference browser form can be accessed by clicking the ellipsis button which is displayed when the
mouse cursor is hovered over it as shown:
www.aveva.com
To edit or modify the value, first select a reference list data:
First open up the list view, in this case “PLANT LIST” list view
Click the ellipsis button which is displayed when the mouse cursor is hovered over the required as
shown:
The Reference Browser form is then displayed as shown:
The Search tab in the Reference Browser form may also be

used to search for required value.
www.aveva.com
Use the Explorer tab to browse the database structure for the required value. In this example, re-
select A1-51-2003 and click OK button from the Reference Browser form
The list is then automatically updated with the selected value as shown.
7.4 Renaming Records – Worked Example
Existing records in a list view can be renamed if required.
In this example, select the required record row as shown:
Click on the down-arrow button next to the

Edit option in the Records group of the
Home tab. From the menu that is then
displayed, click Rename option.
If more than one record row is selected the

Rename option is disabled.
www.aveva.com
The Rename element form is then displayed with the current value.
Rename element form

can also be access from
Tags Database Explorer
right-click menu
Enter the new name in this case “/E1301A” and click OK button to apply the change as shown below:
Autonaming rules may be applied to existing records. For more detail, please refer to TM-3551 -
AVEVA Plant (12.1) TAGS (Advance) guide.
And to delete records from the list view, select the required records as shown and click Delete in the
Records group of the Home tab.
www.aveva.com
A message is then displayed requesting confirmation to delete the selected. Click Yes button to proceed
with the deletion or No button to cancel the deletion.
If Yes button is selected, the records are then deleted from the list.
Records can also be deleted using Tags explorer and multiple records can be deleted from the lists
view.
Changes to data in a list can be undone and redone using buttons located in the Quick
Access Toolbar.
7.5 Multi-Records Edit
Multi-Record Edit allows user (s) to edit multiple records in a list view if required. To do this:
Use Standard window selection method, select the require row (e.g. left mouse click on the
required row plus Ctrl).
Select All
option in the
Grid Actions
group of the
Home tab may
be used to
select the
entire lists
rows.
www.aveva.com
Click on the Edit option in the Records group of the Home. The Multi record edit is then displayed
as shown below:
The displayed Multi-Record edit form, lists all the columns in the list. Click on the Copy first
records’s Data checkbox to display existing data of the columns as shown:
The “first record”

does not
necessarily mean
the first (upper-
most) record
listed of those
selected; it means
the first record
that was selected
when the selected
of multiple
records was
made.
www.aveva.com
Click the Selected checkbox next to a column to edit /update, and enter the required value in the
Value field as highlighted below:
To select all the checkbox

for edit, check the Select
all checkbox to check all
selected checkboxes.
Click on OK button to apply the update to the selected record in the list view as show below:
7.6 Find and Replace Text in a List Data
The Find and Replace function enables users to find, highlight and optionally replaced any text string within
a list find. This is illustrated in the example below.
To find text e.g “E1301A” within the “PLANT-LIST” list , enter the string to be searched for in the FIND field
in the Find Replace group of the Home Tab as shown:
www.aveva.com
Alternatively, click Find in the drop-down list accessed from the arrow to the right of button next to the Find
field, or right-click on a list and select the Find and Replace option from the menu that is then displayed as
shown:
Click the button with the binoculars symbol next to the Find field or Find Next button from the Find and
Replace form as highlighted.
The first row that contains a match is then highlighted and the cell that contains the match is selected.
Click Next button or the button again the find the next match and Previous
button to select previous matches for the current search. If no matches are
found, a message is displayed to inform the user of this.
www.aveva.com
7.7 How to Print a List Data
To print the current displayed list in this case “PLANT-LIST”:
- Click Print > Print List on the Project Menu.
Or right-click on the list and select Print Preview

from the menu that is then displayed. The Print
Preview form is then displayed below:
The Print Preview form is then displayed.
Select the Print Icon from the Print Preview form to print.
www.aveva.com
Exercise 6 - Create and Modify Records
Open the newly created list in exercise 4.0 and create the following records using the “New” button
in the records groups of the home tab
1. P-2503S
2. P-5620N
3. P-9801H
4. P-9610G
Add the following attribute data in the table to the newly created records and use Multi-Record
capability to edit existing records.
New Record Description Suffix Dry Weight (Kg) P&Id

P-2503S Pump (Standby) S 250 A1-51-2009-2
Motor
V-5620N Pump (Standby) N 260 A1-51-2009-2
Motor
P-9801H Pump Motor H 245 A1-51-2009-2
P-9610G Pump Motor G 300 A1-51-2009-2
Use the Multi-Record capability to edit existing records.
New Record Description Suffix (Existing Values) Suffix (Modified Value)

P-2503S Pump (Standby) S N
Motor
V-5620N Pump (Standby) N S
Motor
P-9801H Pump Motor H K
P-9610G Pump Motor G L
Use the List print function to print the current displayed list.
www.aveva.com
Chapter 8
8 Creating New Records Usng Excel Import/Export Tool
This section with work examples describes how to use Excel Import/Export tool in AVEVA Tags. The Excel
Import and Export tool supports the import and export of Excel Workbook files to and from Engineering
database.
This tool is designed to support activities such as;
Import of attribute data such as operating pressures and temperatures from external system.
The import of elements generated in an external system, such as Equipment and Nozzles.
The round tripping of elements in and out Engineering database.
Capability to highlights differences and accepts or reject attribute data updates
8.1 Formatting Excel Import File
Excel Import tool is used where an excel file is used for an import. The excel file may contain multiple
worksheets and the content of the import file is used as the input for this function.
The import file must follow certain rules as described below;
The Import file must contain One Element Type per Worksheet, including UDETs
The first row of the file must contain a list of headings. Each heading represents a column in the file
containing an attribute of the elements being loaded.
One column per Database Attribute
The first data row will be the second row
Item matching will require Ref or Name column
Item create will require OWNER column. If this column is present, the owner of an element in an
import file must either exist in the import file, or already exist in the Dabacon database
Example of an Import file containing

Equipment Tag data:
www.aveva.com
When importing an excel file containing new elements to Dabacon database (Engineering DB), it important
that users comply with the following conventions:
Any reference to the name of an element should be preceded by a forward slash (/). For example
Equipment Tag Name A72305, it should be represented as /A72305.
If name of the element is not preceded by a forward slash (/), the item(s) will be imported with the
name.
Any reference to the owner of an element should be preceded by a forward slash (/). For example if
an item with Tag Name E9001 is owned EQUIPMENT, it should be represented as / EQUIPMENT.
If no appropriate owner exists in engineering database, the import process will fail, and an error
message will be displayed.
8.2 Importing Excel WorkSheet – Worked Example
This example illustrates the use of the Excel Import function in AVEVA Tags to import Excel Worksheet files
e.g. Equipment List to Dabacon database (Engineering Database).
To start the Import Process;
Click on Excel Import in the Import / Export group of the Data Management tab as shown below:
Select File to Import dialog is then displayed. Navigate to the folder containing your import excel
file and select and click Open button to display the Excel Interface Wizard- Import dialog.
www.aveva.com
From Excel Interface Wizard- Import dialog, If Configuration Name exists, it will be available for
selection from the Configuration Name drop-down menu. And if no Configuration Name exists,
user(s) may enter their preferred name. In this case enter “EQUIP LIST TEST” as shown above.
Configuration Name is not mandatory, it is only required if the user needs to the save the
Configurations for future use.
Select the required Data Mode to use for the import, in this case Element Type by selecting the
radio button as highlighted above
For details on how to use Database

View(s) Data Mode please refer to PDMS
Design Common Functionality User
Guide.

From Excel Interface Wizard- Import dialog, click Next button to display the Worksheet and
Element Type Configuration dialog.
The Import Wizard may attempt to match

the imported element type that each
worksheet contains to the database
element type, in this case “Equipment”.
Where an import file contains multiple

worksheets this form allows the worksheets
to be imported and to be selected for import
to Engineering database.
www.aveva.com
If the Import Wizard made no element type suggestion or made an inappropriate suggestion. To
select the required Element type , Click in the Element Type textbox, from a drop down list of the
valid element types for the Engineering Database in this case “MECHTAG” as shown:
If the ‘Include’ column checkbox is un-ticked, check the Include All check box, this will
automatically check the Include column checkbox as highlighted below.
Worksheets where ‘Include’ column is

unchecked, but database Element Type is
specified will not be imported
Also worksheets where ‘Include’ column

checked box is checked, but no database
Element Type is specified will not be imported.
To delete or remove any row, select the require

row and then select the delete icon to
remove the row.
To continue click on the Next

button from Worksheet and
Element Type Configuration
dialog to display the Column and
Attribute Configuration dialog
as shown:
www.aveva.com
The ‘ Excel Column’ rows are automatically populated with data from the first row (column headings) of the
excel worksheet to be imported as highlighted below:
In the “Attribute row”, map the data (attributes) contained in the excel import file to the required
Engineering database attribute which will be populated or updated. to do this:
- Select the require element type,click in the Attribute cell for each Column where a drop down
list of the valid attributes will be displayed and then select the required database attribute from
the drop down list as shown below
If the attribute name is known it may be type into the Attribute cell. Pseudo attribute are not in the drop
down list and must be typed into the Attribute cell.
By checking the Select All checkbox, ‘Update’ rows checkboxes are automatically checked. This
allowed the available columns to included in the import process. If the some column are not required
they could be ignored by the import by unchecking the require Update column.
www.aveva.com
Leaving the ‘Update’ checkbox unchecked will allow the attribute to used during the import matching
process and any difference will be highlighted in the Accept and Recject Form, but will not update the
database attribute.
Once the required configuration in Column and Attribute has been completed.Click on the Next
button, the Save Configuration Chanages form is then displayed.
To save the
configuration check the
Save Configuration
check box and enter
preferred configuration
name, in this case enter
test.
If a configuration name
was previoualy entered
in Choose a
Configuration form,
the system will defaults
to the existing name
Click the Finish button. The Excel Wizard then scans the Dabacon database and determines
what changes will take place if the import is confirmed.
If the imported data is large a progress bar may be shown indicating the progress of the database.
Once the processing of the source data (Excel import data) is completed, Accept/Reject Wizard
window will then be displayed with a list of potential changes as shown below. No changes are
made at this point, and the import may be cancelled without affecting the contents of the database
The Accept
/Reject Form is
only displayed if
Element Type
Data Mode is
selected from
Excel Interface
Wizard- Import
form. The form
is disabled if the
user selects
Database View
data mode.
www.aveva.com
Select the Accept/Reject tab to review all the imported data as shown:
Check the Accept All check box to accept all the required changes or updates as shown
www.aveva.com
User (s) can reset the Accept/Reject Grid feedback colour to any preferred colour, by electing
Feedback Colours option form the right –clicking submenu as shown below.
For further detail on Accept /Reject form, please refer to PDMS Design Common Functionality User
Guide.
To start the import process, click the OK button from the Accept/Reject tab. An import progress
dialogue will then be displayed indicating the progress of the import.as highlighted below.
www.aveva.com
An import progress dialogue will then be displayed indicating the progress of the import.as
highlighted below
The Summary and Errors & Warnings Tabs on the Import Progress Dialog displays the textual
description of the import and a list of import errors respectively
Successful completion of the import process will import the item(s) displayed in the Accept/Reject
form and apply all accepted changes or updates to the Engineering database.
The import data are then displayed in the specified list and Tags Explorer under the specified owner.
www.aveva.com
8.3 Exporting Lists Data to an Excel Output
Excel export option is a tool used when exporting item(s) from Engineering database to an excel output. In
AVEVA Tags there are two ways to export items from Engineering Database, these are
Exporting data from current list view

Exporting data from Selected Database
8.3.1 Exporting Current Lists Data to Excel Worksheet File - Worked example
To export data from current list view:
First open the list view e.g PLANT-LIST. Right-click on the list and select the Export to Excel option from
the menu that is then displayed as shown
Or select Current List from the pull-down list in the Import / Export
group of the Data Management tab as shown:
The “Save As” form is then displayed, enter a preferred file name in this case EQUIP EXPORT TEST and
click on the Save button to save the file.
www.aveva.com
The file is then saved to the specified location, double on the file to open the exported file as shown
8.3.2 Exporting Data from Database to Excel Worksheet File – Worked Example
This tool allows users to export data from selected database and to do this:
First open the list view e.g PLANT-LIST. Click the arrow button next to the Excel Export in the
Import / Export group of the Data Management tab, and from the menu that is then displayed
www.aveva.com
Select the Select From Database option. The Excel Interface Wizard - Export is then displayed as
shown:
Select the Configuration Name created during the import example, which in this case is ‘EQUIP
LIST TEST’. If no Configuration Name exists, user(s) may enter their preferred name and click the
Next button.
Configuration Name is not mandatory, it is only required if the user needs to the save the
Configurations for future use.
www.aveva.com
The Worksheet and Element Type Configuration wizard form will then be dispalyed, showing the
Worksheets and Elements types defined during the import.
Toolbar descriptions
To delete the selected row, select the this delete icon
This adds a new row to the grid. This allows an additional worksheet to be defined and added to the
export by selecting the icon.
To move the selected row up the grid. The worksheets in the export file will be created in the order
that they are shown in the grid
To move the selected row down the grid
www.aveva.com
Once the required configuration in Worksheet and Element Type Configuration has been
completed. Click on the Next button to continue. The Column and Attribute Configuration wizard
form is then be displayed.
Users may choose to add additional attribute to the displayed Element Type, in this case :MechTag
To do this;
Click Add a new row Icon in Column and Attribute Configuration form toolbar to add the required no
of rows.
Then add the required UDA, in this case add :WIDTH-DIA and Ref to the attribute row
www.aveva.com
The wizard automatically defaults the Excel column name to the name of the selected attribute by
clicking the Excel column row. This can be changed if required.
Click Next button in the Column and Attribute Configuration wizard to continue. The Save
Configuration Changes wizard form will then be displayed.
If the column and

Attribute fields (rows)
are not completed for
any of the displayed
element types, a
warning message will
be displayed if Next
button is selected.
Check the Save Configuration check box to save the configurations check. The Configuration Name
could be Rename if requied.
www.aveva.com
Click the Finish button. The Select Filename for export dialogue will be displayed. Enter Name of
the export file and click the Save button.
Exporting to Excel File form is then displays, showing the progress and completion of export.
www.aveva.com
The file is then saved to the specified location, double on the file to open the exported file
Double on the file to open the exported file as shown:
Some formatting is included and a filter is automatically added to each column.
www.aveva.com
Exercise 7 - Excel Import / Export
Use Excel Import tool to create the following records in the List created in Exercise 4.0
New Record Description Suffix Dry Weight (Kg)

V-2507S Pump (Standby) S 250
Motor
P-5621K Pump (Standby) N 260
Motor
P-9821L Pump Motor H 245
P-9616G Pump Motor G 300
And using Excel export tool, export the data to excel output and modify the record listed below
before re-importing the data.
New Record Description Dry Weight (Kg)

V-2507S Pump Motor - (Modified data) 300 – (Modified data)
www.aveva.com
Chapter 9
9 Lists Data Views and Filters
Lists data in AVEVA Tag grids may be displayed in different styles and formats. Filters may also be applied
to lists so that they show only certain records. This chapter describes how to display a list data in different
format or style and the use of List filters.
9.1 Lists Data Displays
Lists data can be viewed in different ways as illustrated in the examples below:
- View Lists One above the Other

- View Lists Side by Side
- Display Lists in Windows
- Display Data in Vertical View
9.1.1 View List One above the Other
To view more than one list tab at a time with the tabs displayed one above the other.
First open two lists ( PLANT-LISTand MECH Tags DSX Only) view as shown below:
By default, the title tab of lists displays the list name. If required the category type and category
name can be displayed from the View Tab by unchecking the ShortTitle checkbox in the window
group of the View tab as shown.
www.aveva.com
Click on the New horizontal tab group option in the Window group of the View tab as shown
When multiple tabs are open, the New

horizontal tab group option can also
be accessed from the menu that is
displayed by right-clicking on a list tab.
Instead of the two lists being displayed as tabs, with one "behind" the other, the list view is then split
horizontally, with each list being displayed in one half of the list view as shown:
If three or more lists are open when the option is selected, these additional lists are displayed as tabs in the
upper section. If an additional list is opened once the option has been selected, this list is displayed as a tab
in the same section of the list view as the currently selected list.
When multiple tabs are open, the New horizontal tab group option can also be accessed from the
menu that is displayed by right-clicking on a list tab.
www.aveva.com
To move tab back to the Tag Group, click in the Window group of the View tab to move the current
list to the list view section above or to the left of the section it is currently in.
Alternatively Move to previous tab group option can also be accessed form the tab right-click as shown:
9.1.2 View List Side by Side
This option works in the same way as the New horizontal tab group option except that lists are displayed
side by side, i.e. the list view is split vertically.
To view more than one list tab at a time, with the tabs displayed side by side open two lists ( e.g
PLANT-LISTand MECH Tags DSX Only) view as shown below:
www.aveva.com
Click on the New Vertical tab group option in the Window group of the View tab.
When multiple tabs are

open, the New vertical tab
group option can also be
access from the menu that
is displayed by right-clicking
on a list tab.
The list view is then displayed vertically as shown below:
The list view is then displayed vertically as shown below:
The Lists view cannot be horizontally and vertically split at the same time.
www.aveva.com
9.1.3 Display Lists Data in Windows
By default, each list is displayed on a separate tab. If required, each can instead by display in separate
window as shown:
To view more than one list tab at a time, with the tabs displayed side by side open two lists ( e.g
PLANT-LISTand MECH Tags DSX Only) view as shown below:
Uncheck the Tabbed view checkbox in the in the Window group of the View tab. Each open list is
then displayed in a separate window in the list view section of the interface as shown below:
To Tabbed the View, check the Tabbed view checkbox to display lists in the tabs again.
www.aveva.com
9.1.4 Display Data in Vertical View
List can also be displayed in a vertical view if required from the Grid Actions group of the Home Tab
To do this, open a list view e.g PLANT-LIST view as shown below:
Click Vertical View in the Grid Actions group of the Home tab as shown below:
The current list is then changed to the vertical view as shown below:
Click Vertical View again to return to the standard grid view.
If a list contains Multi-Level Headings, the user (s)

will be prompted with the message below when
Vertical View option is selected.
www.aveva.com
9.2 Column Layouts
The default column layout and sorting order discussed in section 6.2.2. can be re-defined in a list view if
required, as describes below.
9.2.1 Resize Column Layout
To resize a column, click and hold on the line between columns and drag the line left or right to make it
wider or narrower as shown:
Alternatively Double-clicking on the line will resize the column to fit the largest string of text within that
column.
The column may also be resize automatically so that each column in a list is wide enough to fully display the
longest, by selecting the Auto Size Column option from the Grid Actions group of the Home as shown
below:
www.aveva.com
9.2.2 Changing Column Order and Combining Columns
Column order in a list view may be move from left to right or combined if required.
To do this, open a list view e.g PLANT-LIST view
Click and hold a column header and drag it to a new position between two other columns as shown:
Two vertical arrows are displayed to

assist the user in positioning the column.
The Data from multiple columns may also be combined into a single column if required, by Clicking
and hold a column header and drag it to on top of the header of the column with which it is to be
combined.
Two horizontal arrows are displayed to assist the user in positioning the column.
9.2.3 Using Pin Columns Option in List View
Pin icons displayed in headings of a list allow users to pin require column. When a column is pinned, it
automatically becomes the first (left-hand most) column of the list, and remains displayed at the left-hand
side of the list even when the list is scrolled to the right, so that it is always in view.
This is described in the example below:
To do this, open a list view e.g PLANT-LIST view
Click on its pin icon in the required heading e.g “Name” cloumn as highlighted
www.aveva.com
When a column is pinned, its pin icon changes orientation, so that its point is downwards as shown:
Click the icon

again to unpin the
column.
9.3 Displaying Columns Summaries
In a list view, the total of values in a column containing numbers can be calculated and displayed beneath
the column if required. This is described in the example below:
To do this, open a list view e.g PLANT-LIST view as shown
To activate the facility for the current list check the Column Summaries checkbox in the Grid
Options group of the View tab as shown below:
www.aveva.com
Sum icons are then displayed in headings of a list as shown:
The Sum icons are only displayed in headings of attribute with UDA type Real.
Then click on the Sum icons from “Dry Weight” column.The total is then displayed beneath the
column as shown:
www.aveva.com
9.4 Displaying and Change Units Column Headings
In a list view the units of measurement used to quantify values in a column can be displayed in the column
headings if required.
To do this, open a list view e.g PLANT-LIST view as shown
Check the Show Units in Column Headers checkbox in the Grid Options group of View tab as
shown below:
The Units icons are then displayed in headings of a list as shown:
www.aveva.com
The units of measurement may be changed if required. And to change the units for a column, click
the button in the column heading and select the required units from the list as shown below:
In Units sub-menu ,the current Units is

selected by default
Selecting the require units in this case “bar” will automatically recalculated in accordance with the
new unit of measurement as shown:
This units change is only for user presentation,

it does not affect the project default units.
The option to change current session unit can also be accessed by clicking Project tab > Option > Default
presentation for Units-of-Measure. The Current Session Units is then displayed as shown below:
www.aveva.com
9.5 Edit Cell Feedback Colours in List View
In a list data view, a feedback colour of cell may be used by user (s) to indicate the following:
If a cells are read only

If an unsuccessful attempt has been made to edit their contents (for example, if an invalid entry was
made), or a required data is missing (i.e. in the case of a blank cell that should be completed)
If their contents have been edited successfully
Highlight changes between sessions.
In the example below the cell with the blue background was edited successfully, the cell with the pink
background was not edited successfully, and the cells with a grey background are read-only.
The colours used to indicate these conditions can be specified by the user for each list.
To do this:
Click on Feedback Colours in the Grid Options group of the View tab and select the required
option from the menu that is then displayed.
And select the required option in this case Edit Success Colour option from the menu that is then
displayed:
A standard colour selection dialog box is then displayed.
www.aveva.com
Select the required colour from the standard Colour form and click OK button as highlighted below:
Successfully item update displayed the current feedback cell colour settings.
To clear feedback cell colouring from a list, click Reset cell feedback in the Grid Actions group of
the Home tab as shown below:
9.6 Apply List Filters
Filters can be applied to lists data so that they show only certain records. There are two types of filtering that
can be applied to a list, the Column filtering and Multi Select Filters. This is described in the example below:
9.6.1 Applying Column Filter
To active the Column Filtering, check the Column Filtering checkbox in the Grid Option group of the
View tab as shown:
www.aveva.com
Filtering is applied using facilities provided in the filter row, located under the heading row above the
first record row.
A basic filter can be applied by typing a value in the case “C” into the filter row above the
appropriate column. The list will then be filtered to display only those records that include a value in
that column that matches or starts with that filter value as shown in the example below:
When a filter is
applied, this is
indicated by a
message
displayed in the
status bar:
To remove the applied filter , click on the filter icon as highlighted below:
Alternatively the applied filter may also be removed by check the Clear Filters icon in the Grid
Actions group of the Home tab as shown below:
www.aveva.com
9.6.2 Applying Multi-Filter
To apply a multi-select style filter to a column, hover the cursor over the filter row field forthat column and
click on the button that is then displayed at the end of the field as shown below:
The window lists all the

values in the column, plus
‘All’ and Blanks
Next to each item in the list there is a checkbox. To filter out a value from the column, uncheck its checkbox
as shown in the example below and click on the OK button.
Select the required filter condition as shown above, click OK button to close the window and apply the filter.
The filter is then applied. The value that the column is being filtered by is displayed in the filtering row field
for the column.
To remove a specific column filter click the clear filter button for the column. Multi-select style filters can
also be removed by accessing the Multi-select filtering window and clicking Clear Filters icon in the Grid
Actions group of the Home tab as shown below.
And to remove all non-custom filters from a list, click the clear filters button at the start of the filtering row.
www.aveva.com
Exercise 8 - Displaying List Data Views
Open the newly created list in exercise 4.0 and existing List MechTag + DSX List:
- View Lists One above the Other

- View Lists Side by Side
- Display Lists in Windows
– Display Data in Vertical View
Using the Pin Column Option in the list view, pin the Name column and display the column
Summaries
In the list view created list in exercise 4.0, change the displayed Unit for Dry weight attribute from
Kg to tonne
Using the Multi-Filter function in list view created list in exercise 4.0, display the following records:
- M1501A
- M1501B
In the displayed list data , edit the feedback colour of cell for Edit Success cell colour to blue
www.aveva.com
Chapter 10
10 List Data Management
AVEVA Tags provides various data management capabilities allowing users to:
To view and change the project lifecycle status of an item or element.

Highlight changes to data between AVEVA Tags sessions
Compare attributes in other AVEVA product databases and updating and linking them if required.
Export and Import data to and from Excel spreadsheets
View Schematic Diagrams in List Data
Generate Schematic Models of Equipment items
View Document Links in List Views
10.1 View and Change Status of Lists Data
Elements may be assigned a lifecycle consisting of defined Status, which they progress through. The status
levels are defined in thee Lexicon module by the system administrator
AVEVA Tags Module provides Status management facilities to graphically view which displays lifecycle
associated with the elements in the current list as a workflow diagram.
10.1.1 Displaying Graphical View of Lifecycle associated with List Data
The example below describes how to display a graphical view of lifecycle associated with List data:
Open a list view e.g PLANT-LIST view as shown
www.aveva.com
© Copyright 1974 to current year.
AVEVA
105 Solutions Limited and its subsidiaries.
Select the lifecycle from the Status Definition list (the top drop-down list in this case “Equipment
Tag: Tag Item Status”) in the Status Control group of the Data Management tab as shown below:
And then click the button next to the drop-down list.
The Graphical View form is opened with the graphical representation of the selected lifecycle is
displayed.
www.aveva.com
To search for elements in a list that share the same status in a lifecycle, click on the drop-down list
next to Status Values list field as shown below:
From the Status Values list (the bottom drop-down list),

select the status with the selected lifecycle in this case
“In check 50”.
Click the search icon next to the drop-down list. And all objects in the list at the selected status
are then selected as shown below:
The selected Status value is displayed both in the grid and highlighted in Graphical view form
www.aveva.com
Right –clicking on a status definition from Graphical View form, elements in the list that share the same
status in a lifecycle are then selected as shown
10.1.2 Add and Change Status of Elements in a Lifecycle
This capability allows users to add Elements that are not on the lifecycle and to change the status of
elements to any status in the lifecycle. This is actioned by commands to promote and demote on the status
actions part of the Data Management tab.
To add Element(s) that are not on the lifecycle , select the require element in this case “C1101”
and click Edit in the Status Action group of the Data Management tab as highlighted below :
Elements with uncontrolled status value cannot be promoted or demoted; the options on the tab are
disabled.
www.aveva.com
The Status – Tag Item Status is then displayed. The current status of the element will be listed as
“Not Controlled”, meaning they are not on the current lifecycle as shown:
Select the required status in the case “Allocate [5]” to

apply to the element, enter a comment if required, and
click OK button or Apply button.
The element in this case “C1101” is set to selected status in the list as shown below:
www.aveva.com
To change the status of the element(s) e.g “C1101 to the next status in the lifecycle, select it in the
list and click Promote in the Status Actions group of the Data Management tab or select Edit
option to promote the element to the next status.
The Status – Tag Item Status form isdisplayed

as shown. Enter comment if required and click on
OK button to apply the status change.
The “Status-Tag Status” form lists the names of

the selected elements, the time and date of the
last status modification and identifies the user
who made that change.
The element in this case “C1101” is set to selected status in the list as shown:
www.aveva.com
Multiple elements at different status may be promoted or demoted. To do this select the required
elements in the list as shown:
Select Edit option to promote the element to the next status in the Status Actions group of the
Data Management tab. The Status – Tag Item Status form is displayed as shown,
Select the required Status Value in this case “Approved [75]” and enter comments if required, then
click on OK button to apply the status change.
www.aveva.com
If multiple elements are selected that are different status or their status changed at a different time
and /or by a different user “mixed” will be displayed instead of the data in question.
The selected elements, in this case “P1502A & P1502B” are set to selected status in the list as
shown:
To remove an element or elements from a status lifecycle, select them in the list and click on
Remove button in the Status Actions group of the Data Management tab as shown:
The selected element(s) are then taken off the lifecycle. Their status is set to “NotControlled”.
10.2 View History of Status Changes for Elements
This facility allows the users to view the details of the status transitions for the selected elements, along with
other session history. This is described in the example below:
To view a history of status changes for elements, select the required elements in the list as shown
below:
www.aveva.com
Click on History button in the Status Actions group of the Data Management tab. The Status
History form is then displayed.
The log can be printed or exported to an Excel spreadsheet by right-clicking and selected the required
option from the menu that is then displayed. If Export to Excel is selected, the Save as dialog is displayed.
If Print Preview is selected, the Print Preview window is displayed. A Refresh option is available to update
the log with any changes made since it was opened.
10.3 View Graphical Report of Status Changes for Elements
This functionality allows the user (s) to view a graphical breakdown of the proportion of selected elements a
list at each status.How to use this tool is described in the example below:
To view graphical breakdown of elements, select the required elements in the list as shown below:
www.aveva.com
Click Statistics button in the Status Actions group of the Data Management tab. The Statistical
Report form is then displayed.
Each coloured segment of the chart represents a status in the lifecycle currently selected for the list,
as explained in the legend.

Hover the mouse cursor over a segment to view to percentage of selected elements that the
segment represents.
www.aveva.com
To display a different chart type, right –click on the report background to display a menu and select “Chart
type” from the sub-menu click on required chart type in this case “Bar Chart” as shown below:
The Right-click menu provides other options

such as; Printing Reports, Saving Report as
xml files loading saved report and refreshing
reports with any changes made since they
opened..
To display the list of selected elements that a segment represents, right-click on it and select the
List Elements option from the menu that is then displayed.
To edit the status of the elements

that a segment represents, right-
click on it, select the Edit Status
option from the menu that is
displayed. This facility is also
available in the Status Actions
group of the Data Management
tab.
To view a log of the status changes that have been applied to the elements that a segment
represents, right –click on it and select the Status History option from the menu that is then
displayed.
www.aveva.com
10.4 Highlight Changes between Sessions in a List View
This tool provides users the capability to view database changes related to objects between two database
sessions or stamps and highlight the changes using different colours.
The Highlight Changes option contains Latest and Choose Sessions sub-options.Latest” option will
automatically compare two last database sessions “Choose Sessions” option will display dialogs for
selection database sessions and/or database stamps. How to use this tool is described in the example
below:
10.4.1 Highlight Changes between Last and Current Session
To highlight changes between the last session and the current session:
Click on the arrow button underneath the Highlight option in the Changes group of the Data
Management tab as shown below:
From the menu that is then displayed, click the Current Session option.
The differences between the last and current sessions are then highlighted in the list view on a new
list tab.
The new list tab only

displays the changes.
The data in this list view
cannot be modified.
www.aveva.com
To view previous data of element (s) in previous session, hover the mouse cursor over the required element
to display the value as shown:
10.4.2 Highlight Chanages between Selected Sessions
To highlight changes between selected sessions, click Highlight in the Changes group of the Data
Management tab. The Choose Historical Database Session form is then displayed as shown below:
The Choose Historical Database Session form is used to select a target session and a base
session. Stamps may also be selected. The target session defaults to the current session.
To select a Base Session, click the appropriate browse ... button. The Select Session dialog is then
displayed as shown:
www.aveva.com
The Sessions tab displays the list of available sessions. The Stamps tab displays the list of available
stamps. Select the required Session and click OK button.

The selected session is then saved to the Choose

Historical Database Session form as shown below
From the Choose Historical Database Session form, click OK button. The Differences between
the selected sessions or stamps is then highlighted as shown below:
www.aveva.com
Difference highlight colours are used for difference types of changes. Modifications are highlighted
in yellow. New records are highlighted in green. Deleted records are highlighted in red.
And to view the history of a record or a cell, select the required row or cell in the list and click History and to
view history of data in a column, select a single cell in that column in the Changes group of the Data
Management tab as shown below:
10.5 Highlight Changes in Schematic Diagrams
Changes made to schematic diagram objects between selected sessions can be highlighted and listed. This
capability allows users to highlight changes made to the diagram on which an element is located.
To do this, first open a list view e.g PLANT-LIST
Select the element in the list, click on the arrow under the Diagram option in the View group of the
View tab, and select Change Highlighting from the menu that is then displayed:
www.aveva.com
The Select Diagram and Session to Compare Dialog will be displayed with the diagram name in
the Diagram Element text box.
The “Select Diagram and Session to Compare” form is allows for selection of diagram element
and two sessions and/or stamps from the current database.
To re-select another diagram element, click on the browse button next to Diagram Element field
from Select Diagram and Session to Compare dialog, the Select Diagram Element dialog will
displays a tree view containing elements having SCDIAG types as their members.
Selecting a node from the tree will display a list of diagram (SCDIAG) elements.
www.aveva.com
Select the require diagram name, in this case A1-51-2009-2 and click OK button, this will return
control to the Select Diagram and Session to Compare and update the diagram name in the
Diagram Element text box.
Select the required Target and Base Sessions or stamps from the Select Session dialog by clicking on the
browse button next to Target and Base Session field respectively as described in Section 10.4.2
Then click on OK button from Select Diagram and Session to Compare as highlighted to commence the
comparison process.
On completion of the comparison process, the resultant diagram with highlighted differences such as
addition of new element(s) modified or deleted item(s) between the selected sessions or stamps will be
loaded in Diagram Change Highlighting dialog.
www.aveva.com
Additional information such as Diagram Name, Page Number, Base and Target session details are
display on the Status bar along with compare result as shown below.
If selected diagram contains multiple pages, each page will be loaded in separate tab within the
Diagram Change Highlighting add-in window.
The compare result grid as highlighted below lists the detail of new, modified or deleted item(s) between the
selected sessions or stamps.
The display element on the compare result grid can be filtered using the compare result grid filter. If
the filter is not displayed, right-click on the grid and select the Enable Filtering option as shown
above. The compare result can also be exported to Excel, using the Export To Excel functionality
accessed from the grid right-click menu.
www.aveva.com
10.6 Display Schematic Diagrams Model in a List View
In a Lists view, elements that are associated with a schematic diagram can be displayed in Diagram Viewer
and a representation of the schematic model can be viewed. This is described in worked examples below:
10.6.1 View Schematic Diagrams in List View
The example describes below, how to view a schematic diagram in which an element is located in a list
data:
Select the element in a list, and click Diagram in the View group of the View tab and from the pull-
down list select View Selected Item on Diagram. Or right-click on the list and select “View
Diagram” option from the sub-menu
The “View Selected Item

on Diagram” option is
available only when the
element is linked with its
equivalent in Schematic
database using Compare
Update tool. For more
details, please refer to TM-
3552 - AVEVA Plant (12.1)
TAGS (Admin) guide
The “View Diagram”option from list right-click menu is

available only when the element is linked with its
equivalent in Schematic database using Compare/
Update tool. For more details, please refer to AVEVA
Tags Training Guide (Advance).
www.aveva.com
The Diagram Viewer form is then displayed with the selected element in this case P1502A
highlighted in the diagram.
Schematic Diagram can be opened when an element is not selected in a list or not linked with its equivalent
in schematic database.
To do this, click on the arrow under the Diagram in the View group of the View tab and select View
Diagram option from the menu that is then displayed as shown
www.aveva.com
The View Diagram form is then displayed, from which the required diagram in this case “A1-51-
2009-1” from SCGROUP SAMPLE/CABLDIA/*/Diagrams can be selected, preview and opened in
the Diagram Viewer by clicking on Ok button as shown:
When the Diagram Viewer is

open, an extra tab, Diagram
Viewer-Actions, is displayed
with options to navigate the
displayed diagram.
www.aveva.com
10.7 Generate Schematic Models of Equipment Items in a List View
The Schematic Model Viewer allows users to view the contents of the schematic model database
independently of diagram layouts.
It provides a continuous navigable view of equipment items and the interconnecting networks, independently
of which system they belong to or which P&ID they have been drafted on. The section below described how
to this tool used.
10.7.1 Display Schematic Model in a List View
To do this, select the element in a list view e.g PLANT-LIST. Click on Diagram in the View group of the
View tab and from the pull-down list select View Selected Item in Schematic Model Viewer from the sub-
menu as shown:
The Schematic Model Viewer form is then displayed, as shown:
The selected element in this case P1502A is placed at the centre of the generated view and the system will
automatically find all connections in the database and display each connection as a graphical sub tree.
www.aveva.com
Schematic Model can be gnerated if required, when an element is not selected in a list or not linked with its
equivalent in schematic database.
To do this, click on the arrow under the Diagram in the View group of the View tab and select
Model View option from the menu that is then displayed
The Select Equipment form is then displayed, Select the required equipment item in this case “P-
1502B” from SCGROUP SAMPLE/CABLDIA/*/Equipment and click on the OK button.
www.aveva.com
When the Model Viewer is open, an extra tab, Model Viewer-Actions, is displayed with options to
navigate the displayed diagram.
To display inline items such as valves, reducers, instruments etc, select the Settings icon from the
Model Viewer-Actions toolbar. The Option form is then displayed.
Select Show inline option and click on

Apply button to apply the settings and OK
button to close the form.
www.aveva.com
The view now shows all schematic inline fittings:
10.8 Display Document Links in Lists View
The example below describes how to view, documents and other resources linked to an element, select the
element in a list or in the databases explorer and click Linked Documents in the View group of the View
tab.
The Linked Documents

window is then displayed:
www.aveva.com
The Documents Linked pane on the Links tab of the Linked Documents window displayes the
documents, URLs and e-mail addresses currently linked to the selected element.
To open a linked file or URL, or to send a message to an linked e-mail address, right-click on the link in
either tab and select Open from the menu that is then displayed as shown below:
Linked are organised in the link classes which are in turn collected into link worlds. For more details
on this and how to create Worlds and Classes. Please refer to AVEVA Tags User Guides.
www.aveva.com
Exercise 9 - List Management
1. Add a Status value to the new record created in exercise 6. As shown below.
New Record Status Value

P-2503S Working [15]
V-5620N Working [15]
P-9801H Working [15]
P-9610G Working [15]
2. Display the graphical view of the records and change the status of the records in the lifecycle as shown
below:
New Record Status Value Promote Value Demote Value

P-2503S Working [15] Approved In check
V-5620N Working [15] In check Working
P-9801H Working [15] In check Working
P-9610G Working [15] Approved Working
3. Display the Statistical/graphical report in bar chart. And use the Highlight changes capability to view the
changes between the last and current session.
4. In MechTag list View, select existing record “C1101” and display schematic diagram view and model in
which the element is located.
www.aveva.com
Chapter 11
11 Reports
The Reporting tool in AVEVA Tags allows user (s) to create reports, edits, previews and export or print
reports in different format such as PDF, HTML etc. In AVEVA Tags the following reporting facilities are
available:
Quick reports - run on the data in the current list using simple pre-defined templates
Reporting Designer - used to create new reports and report templates
This section will describe with work examples how to run a report on the data in the current list. For further
details on Reporting Designer, please refer to AVEVA Tags Training Guide (Advance)
11.1 Running Quick Report on the Current List
To run a report which contains the data displayed in the current list, click Quick Report in the Grid Actions
group of the Home tab.
The Quick Report form is then

displayed as shown
www.aveva.com
© Copyright 1974 to current year.
AVEVA
132 Solutions Limited and its subsidiaries.
Select the required template (a .repx file) to be used as the basis for the new report as shown below:
Click on the Look In drop-down to select the template location, in this example select “Product” as shown
below.
If you have already designed a layout template for use, then select that layout Template. These
locations correspond to the following folders:
Product: %PDMSDFLTS%\Data\Reports
Project: %<PRJ>INFO%\Reports
User: %PDMSUSER%\Data\Reports
Browse… to look for layout templates in an alternative folder.
www.aveva.com
Select Open button from the Quick Report form. And if any of the default layout is selected you will then be
prompted to confirm if you want to default layout to be applied as shown below;
If ‘Yes’ button is selected, the Reporting Tool will automatically place the fields in your Search Results grid
into a system generated table placed directly in your Quick Report and displayed in Preview Tab as shown
below:
The Report includes all data from the current list grid. Data Source, The Quick Report Designer dialog will
allow the user to export the report to various file types, print the report.
For further details, on Quick Report, Please refer to Reporting User Guide.
www.aveva.com
11.2 Running Pre- Defined Report
To run a pre-defined report either supplied with the product or created by a user, click Reports in the
Reporting group of the Home tab. From the menu that is then displayed, click Run Reports.
The Run Reports form is then displayed Click on the Look In drop-down to select the template location, in
this example select “Project”
www.aveva.com
Select the required Report Definition, in this case TAGS-Equipment List and click Run button. The Run
Report form of the Reporting Designer is then displayed, from which the report can be printed and/or
exported.
For further details on Reporting Tool in AVEVA Tags, Please refer to Reporting User Guide.
www.aveva.com
Exercise 10 - Reports
1. Run a Quick report on the created list in exercise 4.0
2. Run a report using a pre-defined Report template “Equipment List (Checked Version)”
www.aveva.com

TM-3550 AVEVA Plant (12.1) Tags (Basic) - 1

Uploaded by

Document Information

Original Title

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

TM-3550 AVEVA Plant (12.1) Tags (Basic) - 1

Uploaded by

Copyright:

Available Formats

AVEVA Plant

All headings containing updated or new material will be highlighted.

Visit our website at http://www.aveva.com

Unauthorised or unlicensed use of the software is strictly prohibited.

Printed by AVEVA Solutions on 30 November 2011

© AVEVA Solutions and its subsidiaries 2001 – 2011

8.1 Formatting Excel Import File ........................................................................................................ 70

To provide a clear understanding of the basic features of AVEVA Tags application

Trainees should be familiar with Microsoft Windows

1.4 Course Structure

1.5 Using this guide

2 Introducing AVEVA Tags

2.1 AVEVA Tags Overview

2.2 Entering AVEVA Tags Application

On Tags login box, enter the following;

Click on the Login button.

2.3 AVEVA Tags Online Help

Exercise 1 - Entering AVEVA Tags Application

3 AVEVA Tags User Interface

3.1 AVEVA Tags User Interface – Basic Overview

The main parts of the AVEVA TAGS User Interface are:

3.1.1 AVEVA Tags Title Bar

3.1.2 Tab Menus

3.1.2.1 Project Tab

For more detail on Project Menu, please refer to

3.1.2.2 Home Tab

3.1.2.3 Data Management Tab

This menu provides access to number of key groups such as:

3.1.2.4 View Tab

This menu provides access to number of key groups such as:

Window Group: Provides functions to view lists display in different modes.

3.1.2.5 Admin Tab

This menu provides access to number of key groups such as:

3.2 The Tab Ribbon:

And to un-hide the Tab Ribbon, click on the button as highlighted

To customise the interface, click this

3.3 Quick Access Toolbar

Save Work: To save any changes made to data in lists.

3.4 Message Log

Exercise 2 – AVEVA Tags User Interace – Basic Overview

1. Familiarise yourself with the AVEVA Tags user interface.

4 AVEVA Tags Project Tab

4.1 AVEVA Tag Project Menu

This facility ‘SaveWork’ is also available on the

This facility ‘GetWork’ is also available on the

Exit - This is used to exists AVEVA Tags application if required

4.2 AVEVA Tag Project Option

This menu provides access to number of key functions such as:

Exercise 3 – AVEVA Tags Project Tab

1. Familiarise yourself with the AVEVA Tags Project Tab.

5.1 How to Create a List

5.1.1 Creating a Category

In the Category Field text box enter the

If applicable, select the type of category from

Option Default folder location

If the Category Name needs changing,

5.1.2 Creating a List – Worked Example

First select the required Category, that the list is

The Name is a mandatory field.

In Description Field enter

The Category field displays the category

If the data from the list is to be

View Definition Set is used to add existing