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Valve list - adding valves using Excel template
Valve list - adding valves using Excel template

How to import valve data in ValveTrack using Excel

Updated over 2 months ago

ValveTrack has a powerful tool to import new valves into the database. In many projects valve data is received in an Excel sheet and it is often hard to include hundreds of valves without a powerful import tool. The demo video below gives you a demo of the tool.


You can also follow these steps.

Navigate to the Valve list

Download the Excel template

The Excel template is downloaded to your Download folder

Excel template

The Excel template contains all the valves that is currently stored in ValveTrack for the current field:

Valve attributes

Each column represents one valve attribute and each attribute has a datatype and may also have some validation rules. The table below gives an explanation to this:

Column

Type

Unit/Format

Validation

Description

Valve Id [GUID]

Guid (auto-generated by the system)

Unique identifier (database primary key) for this valve. If this column is empty it means that a new valve will be created.

NB: Do NOT insert any values in this column or write over existing values if you have downloaded the Excel document. This value is needed for the system to find the unique valve (if already existing) or the system produces a new value if you want to create a new valve.

Title

Free Text field

Mandatory value.

Valve Title.

Group

Free Text field

Group can be used to categorize valves sharing a common relationship. E.g. Template XX valves.

Tag

Free Text field

Functional tag number.

Equipment Id

Free Text field

Unique identifier for valve hardware such as part number or ERP system identifier.

Installation date

Date

MM/DD/YYYY

The date when the valve was installed.

Subsea ROV marking

Free Text field

Subsea marking on the valve.

Valve type

Free Text field

Type of valve, e.g., Ball, Gate or needle.

Valve size

Number field (decimal format)

Inches

Number greater than 0

Nominal valve size in inches. NB1: The field will display a decimal number, not a fraction. If you have the fraction value 7 1/16 in your Excel list, it will be displayed as 7.0625.

NB2: Only use the punctuation character (.) in the Excel document. A comma (,) will not be respected and the number will be uploaded as a whole number (i.e. 7,0625 will be displayed as 70625).

Pressure class

Free Text field

Rated pressure class of the valve. E.g., 5K.

Interface type

Free Text field

Valve operation interface type, e.g. ROV operated valve.

Interface class or size

Free Text field

Valve class, e.g. type 2.

Turns to open

Number field (decimal format)

Number greater than 0

Number of turns to open the valve.

NB1: The field will display a decimal number, not a number with +/- turns. If you have the value 7 +/- 0.5 in your Excel list, the upload will give an error.

NB2: Only use the punctuation character (.) in the Excel document. A comma (,) will not be respected and the number will be uploaded as a whole number (i.e. 7,5 will be displayed as 75).

Direction to open

Text field (forced list values)

The input value must be written as either 'Clockwise'

or 'CounterClockwise' (NB: input value must be as one word and the C's in the words doesn't have to be capitalized).

Direction to open. Either Clockwise or Counter-clockwise.

If you have CCW in your Excel document, the upload will return an error message and the upload won't finish.

Description

Free Text field

Free text field used to provide further context to valve.

Break out torque

Number (decimal format)

Nm

Number greater than 0

End-to-close, Start-to-open torque in Nm.

NB: Only use the punctuation character (.) in the Excel document. A comma (,) will not be respected and the number will be uploaded as a whole number (i.e. the value 100,5 will be displayed as 1005).

Running torque

Number (decimal format)

Nm

Number greater than 0. Cannot be higher than 'do not exceed' torque.

Expected average running torque per design in Nm.

NB: Only use the punctuation character (.) in the Excel document. A comma (,) will not be respected and the number will be uploaded as a whole number (i.e. the value 100,5 will be displayed as 1005).

Max applied torque

Number (decimal format)

Nm

Number greater than 0. Should be less than 'do not exceed' torque.

Max applied torque (in Nm) during valve operations. Should be less than Do Not Exceed Torque.

NB: Only use the punctuation character (.) in the Excel document. A comma (,) will not be respected and the number will be uploaded as a whole number (i.e. the value 100,5 will be displayed as 1005).

Do not exceed torque

Number (decimal format)

Nm

Number greater than 0

Absolute torque design capacity in Nm.

NB: Only use the punctuation character (.) in the Excel document. A comma (,) will not be respected and the number will be uploaded as a whole number (i.e. the value 100,5 will be displayed as 1005).

Location

Text

Attribute to be used to split the valvelist by location. Can then be used in filtering e.g. when creating PowerBI reports

Adding a new valve with Excel

Updating the Excel template

You can simply start editing the Excel sheet and add a new rows:

Validation rules help you with quality assurance. In our example, the second valve has a Max applied torque that is higher than Do not exceed torque:

This will trigger a validation error when uploading the template.

Uploading the Excel template

Click on the Upload template button

Select the file and you will get a summary with an expected error message:

It points you directly to row 46 as expected and it gives you a message explaining what to correct.

Correct the error in the Excel sheet and repeat the process - Upload template:

Click on Submit template and the process starts. The imported valves will appear in the Valve list. Do a search and see:

Created for version: 1.1.4

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