Excel Import/Export (XFMEA/RCM++/RBI)

In XFMEA/RCM++/RBI, it is easy to import and export system hierarchy and analysis data via an Excel spreadsheet. This includes:

• System Hierarchy Items

• FMEA Spreadsheet

• FMEA Spreadsheet with Items

There are some considerations for validating system hierarchy items. See Validating Data.

• Control Plan Spreadsheet

• DVP&R Spreadsheet

• DRBFM Spreadsheet

• PFD Spreadsheet

• P-Diagram

Import from Excel

1. Right-click the tab in the Analysis panel or choose System Hierarchy > Add Items > Import > Import from Excel.

2. Select the Import Type and Import/Export Template. (See Creating and Managing Import/Export Templates.)

3. Browse for the Excel Spreadsheet file (*.xls or *.xlsx) that contains the data. If applicable, use the Worksheet drop-down list to select which sheet to import from.

4. Enter the Starting Row that contains the first row of data you want to import.

5. Select additional options at the bottom of the window, if applicable.

1. • System hierarchy items (except when using the "Based on Reference Number" template)

   • • Import below current item imports under the branch that is currently selected in the system hierarchy (instead of starting at the system level).

     • Update items based on 'Item ID' updates existing records of the system hierarchy items if the "Item ID' matches. If the ID does not match an existing record, then it is added as a new item.

   • Worksheet (FMEA, control plan, etc.)

   • • Replace clears all the current data and replaces it with new records.

     • Append adds new records to the end of the current analysis.

     • Update based on 'Record ID' is available only for FMEA Spreadsheets and the template must include the function, failure, effect and cause ID fields. If the IDs match, the software updates the existing record. If the IDs do not match, then it appends a new record at the end of the branch.

   • FMEA spreadsheet with items

   • • Import below current item imports under the branch that is currently selected in the system hierarchy (instead of starting at the system level). This option is available starting in Version 2020.

6. Click Next to preview the data that will be imported. If the last column does not contain the expected values, the template may not fit your data. Click Back to change the selections or Finish to import the data.

Export to Excel

1. Right-click the tab in the Analysis panel or choose System Hierarchy > Tools > Reporting > Export to Excel.

2. Select the Export Type and Export Template. (See Creating and Managing Import/Export Templates.)

3. Select additional options at the bottom of the window, if applicable.

1. • System hierarchy items

   • • Item and dependents exports the selected item and all dependent items.

     • Entire system hierarchy exports the entire system hierarchy.

   • FMEA data

   • • Include linked analyses includes linked FMEA records, if any, along with the local FMEA records.

Records that come from linked FMEAs cannot be re-imported as a linked analysis; they will become local records when imported.

4. Click OK. In the Save As window, provide a name for the export file, then click Save.