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

The Standard export produces one Excel workbook per Process, with one worksheet per Step. Each worksheet is generated from a customizable template that defines the layout and content.

Access: From the Export Processes to Excel window → Standard tab.

⚠️ Export only: Unlike the Tabular and Algorithm exports, the Standard export cannot be reimported. It is designed as a formatted overview of your P&IDs in Excel form — use it for presentation and review, not for round-trip data exchange.

🏭 Pharma Example — WFI Distribution Loop Qualification

When qualifying a WFI (Water for Injection) distribution loop, each process step (e.g., "Loop sanitization," "Point-of-use flush," "Recirculation") may involve dozens of valves across multiple P&IDs. Using the Standard export, you create a template that includes valve states, equipment module configurations, and algorithm conditions. After each qualification run, re-export to update the data while keeping your inspector notes and cover pages intact.

🖥️ Export Window

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

  • Left side: Check the Processes you want to export

  • Right side: Configure export options:

Option

Description

Highlighter

Choose which color highlighter to apply (see Highlighters below)

Update previous export

Export over existing files, preserving notes and edits added by you or clients. Optionally erase previous highlighters

Replace previous export

Delete previous export files and create fresh output — always produces the most up-to-date export since it ignores previous changes

Template

Select, create, browse, or edit a template file

🔄 Update Modes

Mode

Behavior

Update previous export

Merges new data into your existing export. If you previously added formatting, moved content, or deleted columns, those changes are preserved on the next export. This is ideal for maintaining a living document.

Replace previous export

Creates a fresh export from scratch, discarding any previous changes. Always produces the most current state according to your template. Use this when you want a clean start.

📝 Template Creation

Press + to create a new template. A window opens where you:

  1. Name the template (e.g., "Demo", "CIP Qualification Template")

  2. Optionally base it on an existing template file

  3. Select which P&IDs to include

  4. Choose data types to include:

Data Type

Content

Engineering Item State and Percentage

Valve states and opening percentages

Equipment Module Configuration

Equipment module configuration names

Manual Tracker Values

Manual tracker entries

Targeted Tracker Values

Targeted tracker entries

Notes (Step, Process, or Module level)

Notes text at various levels

Attributes of the Step

Custom attribute values

Algorithm Design table with each Condition

Condition sequences with field values

Entity references for each Condition field

Instruments, Parameters, Variables, Engineering Items, Steps

After creating a template, it appears in the template dropdown. If you create multiple templates, you can switch between them in the export window. When only one template exists, it is automatically selected.

📋 How To: Create and Use a Standard Export Template

  1. Open the Export Processes to Excel window and go to the Standard tab

  2. Click + to create a new template

  3. Name it (e.g., "CIP Qualification Template") and select the P&IDs and data types you need

  4. Open the generated .xlsx file in Excel — you see a basic layout with keyword placeholders

  5. Customize freely: Move tables, add formatting, colors, nicer table layouts, delete content you don't need, add custom sheets, charts, etc.

  6. Save and close — AseptSoft stores the template automatically

  7. Back in the export window, select your template, check the desired processes, and click Export

  8. For subsequent exports, choose Update previous export to merge new data while preserving your edits

💡 Tip: Every table and cell setting you configure will be saved and applied to all further exports. The first export generates a basic layout — think of it as a starting point that you customize once and reuse forever.

📄 Templates

An Excel template is a .xlsx file that defines the structure of your export. It contains keyword placeholders in cells that AseptSoft replaces with actual data during export.

📏 Template Rules

  • Each text cell in the template acts as a title/keyword — each must be unique (do not duplicate)

  • Cells marked with - indicate where AseptSoft will insert data adjacent to titles

  • You can freely reposition titles, but avoid spatial conflicts — AseptSoft writes data next to titles

  • The Algorithm table may expand beyond its reserved rows if you have many conditions

  • Templates are project-specific (since P&ID components differ), but you can create Global Templates for reuse

🎨 Customization

After creating a template, open it in Excel and customize the layout, formatting, colors, and cell styles. Save and close — AseptSoft stores it automatically (see File System).

One project can have unlimited templates. Select which template to use on each export.

🖌️ Highlighters

Highlighters apply color coding to exported Engineering Items to highlight useful information:

Highlighter

Behavior

None

No highlighting applied

Open

Colors in green every item with a Fluid Response of Allow, Generate, or Change Into. This includes pulsating valves (they let fluid through). Useful for tracking flow paths and potential contamination routes.

Changing

Colors in orange every item whose active State differs from the previous Step. Highlights the definition of the current Step — the changing items are the reason this Step exists. Improves safety by making it easier to spot state transitions that might indicate mistakes.

Active State

Colors each item using its State color and percentage, matching the actual P&ID appearance — 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 as well.

💡 Tip: You can combine all highlighting options for a very colorful and informative export. The "Active State" highlighter gives the closest visual match to what you see on the P&ID itself.

📑 Static Custom Sheets

You can add unlimited static custom worksheets before and after the export sheet. AseptSoft preserves these sheets across exports, allowing you to add custom logic (e.g., calculated summaries, valve groupings, custom references).

Important: The export iterable sheet must be named "1". Otherwise, AseptSoft uses the last sheet as the template and produces copies for each Step.