Export Processes to Excel - Tabular | AseptSoft Documentation

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 — showing the items of each equipment module and their configured states in each step
One workbook per equipment module	Separate file for each Equipment Module, with one worksheet per Process

🧩 Items to Include

You can filter which items appear in the export. This is useful when you only need specific components — for example, a SCADA system typically does not need passive components like tanks.

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
Skip Empty Control Modules	Omit control modules that have no states configured across any step
Excluded Valve Types	Filter out specific valve types from the export

💡 Tip: If you only need the equipment modules for a SCADA export, uncheck the individual items you don't need. You can select exactly which components to include, giving you full control over the export content.

🎨 Data Highlighting

Option	Description
No highlighting	Standard rendering with no color emphasis
Highlight open valves	Colors open and pulsating 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 from the P&ID — for example, if a pulsating valve is orange on the P&ID, it will be orange in the Excel table; if it is red because it is closed, it will be red in the table as well

📐 Layout Orientation

Option	Description
Engineering Items horizontal, Steps vertical	Engineering Items (also known as control modules) appear as columns, steps appear as rows
Steps horizontal, Engineering Items vertical	Steps appear as columns, Engineering Items appear as rows (default)

⚙️ State Display Options

Option	Description
Standard state names	Uses the actual State names (e.g., "open", "closed", "pulsing")
Fluid response-based symbols	Replaces state names with compact symbols based on the component's Fluid Response behavior

When using fluid response-based symbols, each symbol is customizable:

Fluid Response	Default Symbol	Meaning
Allow (open)	x	Component lets fluid through
Deny (closed)	-	Component blocks fluid
Generate	0	Component generates fluid
Transform	1	Component transforms fluid
Unknown	?	Fluid response is unknown

💡 Note: A pulsating valve is displayed with x (open symbol) because it lets fluid through, even though it is not continuously open.

🗺️ P&ID Selection

Select which P&IDs to include in the export.

🔄 Reimport — Updating Your P&IDs from Excel

The tabular export is reimportable. You can modify the exported Excel file and import it back into AseptSoft to update your P&IDs.

How to Reimport Tabular Data

Export your processes using the Tabular export
Open the Excel file and make changes — modify valve states, add or remove items
Click the Import button in the Module Ribbon
A preview window opens showing the proposed changes:
- Items in grey are unchanged
- Modified items are highlighted so you can review exactly what will change
Select which changes to apply using the checkboxes
Click Import to apply

💡 Tip: This two-way workflow lets you work on your P&IDs in AutoCAD and in Excel simultaneously. Export your processes, hand the file to a colleague for review, incorporate changes in the spreadsheet, and reimport — keeping design and documentation perfectly in sync.

🎨 Layout Persistence

AseptSoft remembers the layout of your exported Excel files:

First export: Creates the file with a default table layout
Customize: Open the Excel file, adjust table formatting, colors, column widths, etc., and save
Subsequent exports: AseptSoft preserves your custom layout and only updates the data

⚠️ Important: When customizing the table layout, make sure there is no text directly above or next to the table. Content adjacent to the table may prevent AseptSoft from recognizing the table boundaries on the next export.

💡 Tip: Export just one process, adjust the tables to your liking, and save. The next time you export all processes, every worksheet will use the same layout.

📋 How To: Generate a Valve Status Matrix for FAT

Open the Export Processes to Excel window and select the Tabular tab
Check all CIP processes you want to include
Set the export mode to All processes in a single workbook for a consolidated review document
Select which items to include — for SCADA validation, you may want to exclude passive components like tanks
Choose Standard state names for clarity, or fluid response-based symbols for a compact overview
Choose Highlight open valves to make flow paths immediately visible
Select the relevant P&IDs
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.

Export Processes to Excel — parent export window
Export Processes to Excel - Standard — template-based export
Export Processes to Excel - Algorithm — algorithm condition export
Export Processes to Excel - Validations — validation status export
Export Processes to PDF — visual PDF alternative
Valve Phase Matrix — interactive in-app view of similar tabular data
Excel Tabular Exports — shared tabular export framework
File System — export output location