Related Topics:
	Import, Export and Data Conversion Creating and Managing Import/Export Templates

Excel Templates for Import/Export

RCM++ allows you to import and export records via an Excel spreadsheet. This includes the ability to import and export data in the following formats:

• System hierarchy items

• System hierarchy items and FMEA data (There are some considerations for validating system hierarchy items. Refer to Validating Data for more information.)

• FMEA worksheet data

• Control plan worksheet data

• DVP&R worksheet data

• DRBFM worksheet data

• PFD worksheet data

The instructions for importing and exporting data via Excel are presented next. While the options described here are for importing/exporting system hierarchy items, the steps are the same for all data types.

Instructions to Import Data via Excel

1. Select an item in the System panel and choose Home > Excel > Excel > Import from Excel.

2. Select the type of data to import from the Import Type drop-down list.

3. Choose an import mapping template. You can:

   • Choose a previously defined template from the drop-down list.

   • Click the Add Template icon to add a new template for the currently selected import type. (See Import/Export Templates.)

1. • Choose a previously defined template from the drop-down list and click the Edit Selected Template icon to edit that template.

4. Click Browse and select the Excel file (*.xls) that contains the data that you want to import.

5. Choose a worksheet from the Worksheet drop-down list.

6. Enter the number of the first row in the Excel worksheet that contains the data you want to import.

7. If you are importing data into the Analysis Panel only, do one of the following:

1. • To replace the data in the analysis with the data from the Excel file, select the Replace option.

   • To append the data from the Excel file to the end of the analysis, select the Append option.

8. Click Next to view a preview of the source file with the import template applied.

9. If the preview shows the desired results, click Finish to import the data. If it does not, click Back to return to the previous page and edit your choices. You may find it particularly informative to examine the farthest right columns; if the values there are not the expected ones, this is a clear indication that the mapping is off by one or more columns.

Tip: If you are importing data for an analysis type that is not already present for the currently selected item, importing the data creates the analysis for the item.

Instructions to Export Data via Excel

1. If you wish to export only a specific branch from the system hierarchy, or the analysis data associated with a particular item, first select the item in the System panel and then choose Home > Excel > Excel > Export to Excel.

2. Select the type of data to export in the Export Type drop-down list.

3. Choose an export mapping template. You can:

3. • Choose a previously defined template from the drop-down list.

   • Click the Add Template icon to use the Import/Export Template window to add a new template for the currently selected export type. (See Import/Export Templates.)

1. • Choose a previously defined template from the drop-down list and click the Edit Selected Template icon to edit that template.

4. If you are exporting system hierarchy data, choose either the Items and dependents option to export only the current item and its sub-items or the Entire system hierarchy option to export all of the system hierarchy data.

5. Click OK. The Save As window will appear. Provide a name for the export file, then click Save.