AseptSoft Core Documentation
AseptSoft Core Documentation
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Export Processes to Excel

Export processes to Excel to generate structured tabular data about valve states, equipment modules, and conditions across all steps. Unlike PDF export which renders visual P&ID diagrams, Excel export produces data tables suitable for validation, review, and collaboration.

Access the Excel export from the Export panel in the Module Ribbon.

Use Cases

  • Generate structured data for SCADA system validation

  • Share with colleagues or clients for remote review from any device

  • Support validation change requests during the qualification period

  • Create formatted reports using Excel templates with custom layouts

Export Formats

The Excel export supports multiple output formats:

Format

Description

Tabular

Standard table with valves as rows, steps as context. One worksheet per process or per equipment module.

FlowChart

Organized by process flow sequence

Algorithm

Exports the Conditions panel logic

Equipment

Focused on Equipment Module configurations

Validations

Exports validation/review session data

Tabular Process Export Modes

Mode

Description

All In One Document

All processes in a single workbook

One Document Per Process (Single Worksheet)

Each process in its own file, one worksheet

One Document Per Process (Equipment Worksheets)

Each process in its own file, with separate worksheets for each equipment module

One Document Per Equipment Module

Each equipment module produces its own workbook

Export Configuration

Process & PID Selection

  • Processes — checkable list of all Processes in the module

  • PIDs — checkable list of P&IDs to include

  • Include Steps Without Conditions — whether to include step pages that have no conditions

Data Highlighting

Control how specific data is visually highlighted in the exported Excel file:

Option

Effect

None

No highlighting applied

Open Valves

Highlights cells where valves are in an open state

Status Change

Highlights cells where a valve's state changes from the previous step

Active State

Highlights cells representing the currently active state

Additional highlighting options:

  • Erase Previous Highlight — clears highlighting from prior exports before applying new

  • Colour Algorithm Tokens — applies color coding to algorithm/condition tokens

  • Custom Highlight Colors — configurable colors for status change and active state highlighting

Equipment Options

Option

Description

Include Equipment Modules

Include Equipment Modules in the export

Include Control Modules in Equipment

Include control modules within equipment module worksheets

Include Orphan Control Modules

Include control modules not assigned to any equipment module

Excluded Valve Types

Filter out specific valve types from the export

Fluid Flow Response Nicknaming

Customize how fluid flow responses are displayed in the export:

Response

Default Label

Customizable

Fluid flows

Custom label

Yes

No fluid

Custom label

Yes

Validation Nicknaming

Customize labels for validation states:

Code

Default

Customizable

0

"Valid"

Yes

1

"Invalid"

Yes

2

"Not Applicable"

Yes

Excel Templates

For advanced formatting control, you can create Excel Templates that define the layout, token placeholders, and styling of the exported file.

Creating a New Template

The template creation window lets you:

  1. Name the template

  2. Optionally base it on an existing template file

  3. Select which PIDs to include

  4. Choose token categories to include:

Token Category

Content

Valves

Valve names, states, and positions

Titles

Step and process titles

Notes

Notes and Mention Trackers

Attributes

Custom Attributes

Algorithm

Conditions panel data

Aggregations

Computed summaries and counts

Templates are stored in the standard Excel templates path within the File System.

Cumulative Export

Excel process exports are cumulative — re-exporting to an existing file updates the data while preserving your formatting and additional content. This is powered by the Excel Tabular Export engine.