AseptSoft Core Documentation
AseptSoft Core Documentation
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Export Processes to Excel - Tabular

The Tabular export is one of the Excel Tabular Exports containing the States of each Engineering Item, as well as the configurations of each Equipment Module, for each Step in a tabular form per Process.

Access: From the Export Processes to Excel window -> Tabular tab.

🏭 Pharma Example — Generating a Valve Status Matrix for FAT Review

During a Factory Acceptance Test (FAT) for a CIP skid, the reviewer needs a valve status matrix showing the position of every valve at every step. Export using the Tabular format with the "All processes in a single workbook" mode. The resulting Excel file gives the FAT team a clear, auditable matrix: each row is a valve tag, each column is a process step, and each cell shows "open," "closed," or "pulsing." Highlight open valves to quickly identify flow paths during each step. After the FAT, re-export to capture any corrections — your reviewer's annotations are preserved.

📊 Output Format

Valve Table Example

Tag

Step 1

Step 2

Step 3

VP-101

closed

open

closed

VP-102

closed

closed

open

VP-103

closed

open

closed

Equipment Module Table Example

Tag

Step 1

Step 2

Step 3

Module A2

isolated

drain

bypass

VP-204

closed

closed

open

VP-205

closed

open

closed

🖥️ Export Window

In the Export Processes to Excel window, select the Tabular tab.

  • Left side: Check the Processes you want to export

  • Right side: Configure export options:

📦 Export Mode

Option

Description

All processes in a single workbook

Single file named after the current Module, with one worksheet per Process

One workbook per process, single worksheet

Separate file for each Process, named after the Process

One workbook per process, separate worksheets per equipment module

Separate file for each Process, with one worksheet per Equipment Module grouping

One workbook per equipment module

Separate file for each Equipment Module, containing only the items belonging to that module

🎨 Data Highlighting

Option

Description

No highlighting

Standard rendering with no color emphasis

Highlight open valves

Colors open valves in green for quick visual identification of flow paths

Highlight status changes between steps

Colors in orange every item whose state differs from the previous step — highlights what changes at each step

Highlight active states

Colors each item cell using its state color and percentage

⚙️ Additional Options

Option

Description

Standard state names

Uses the actual State names (e.g., "open", "closed", "pulsing")

Fluid response-based nicknames

Replaces state names with custom nicknames based on Fluid Response (e.g., all "Allow" states -> custom text)

PIDs

Select which P&IDs to include in the export

📋 How To: Generate a Valve Status Matrix for FAT

  1. Open the Export Processes to Excel window and select the Tabular tab

  2. Check all CIP processes you want to include

  3. Set the export mode to All processes in a single workbook for a consolidated review document

  4. Choose Highlight open valves to make flow paths immediately visible

  5. Use Standard state names for clarity

  6. Select the relevant P&IDs

  7. Click Export — the resulting workbook contains one worksheet per process with a complete valve matrix

🔗 Data Association

This export follows the Excel Tabular Exports data association pattern:

Element

Maps To

Worksheet

One Process

Dominant column

"Tag"

Other columns

Steps

Each row

An Engineering Item or Equipment Module

Each cell

The State of that item (or Equipment Module configuration) in that Step

✅ Supported Tabular Options

Option

Supported

Worksheet Creation / Reorder / Deletion

Yes

Row Creation / Reorder / Deletion

Yes

Column Creation / Reorder / Deletion

Yes

Workbook Deletion

No

See Excel Tabular Exports for details on how these options work.