Excel Link
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Introduction
Any Excel file with relevant data inputs and structures can be set up (Linked) to edit design components in Civil Site Design. It is usual, but not required, that Excel Export is run to create a structured Excel files for reading into Civil Site Design.
This command creates a Link between columns and rows of data in the Excel file and design components of the current design project, enabling full spreadsheet design.
Once an Excel Link is established, edits made to the Excel file/s (either by using Excel or by using the Excel Edit command) can link back to the design by using the Sync Links command.
For a successful Link to be created, users must:
Select an Excel file with appropriately structured (column controlled or row controlled) data with suitable inputs
Select the Sheet containing the required design data
Set the starting cell and direction (eg: data is arranged by column or row) for each design data input required and set what data component this represents.
Repeat the above for each Sheet and each column (or row) of design data that is to be controlled by the Sheet
As an example, if mapping between an Excel Sheet and, say, the crossall of a Code for a String, there needs to be two columns (or rows) of data - one being the chainages and the other the crossfalls. The linking process would include setting the starting cell of each input and matching this to the String and the Code to control. An example of this setup is shown below - the Excel Link Action is shown on the left and the corresponding spreadsheet (viewed using the Excel Editor) shows how to match up the data.
Using Excel Link to Create an Excel Export file
Excel Link can also be used to CREATE an Excel file and enable immediate spreadsheet editing of the design. This will automatically create an Excel Export, saving time and effort matching up the sheets, workbooks, columns and rows to read from the design and write back to the design.
To have Excel Link create an Excel Workbook and Sheet/s when adding a Workbook choose the Create New option (instead of opening an existing workbook) then create a Sheet to add design controls to.
When adding Actions (building links between the Excel Sheet cells and the design component) click on Setup Excel Export to create an Excel Export and build an Excel file for the link.
This is by far the easiest way to create a Linked Excel Workbook and Sheets.
Linking to an Existing Excel Workbook and Sheet
It is highly recommended to have the Excel file open when building the Link, to quickly identify the starting Cell for each design component to input for the link.
Note: the same Excel column (or row) of data can be used to edit multiple design components. An example of this is the creation of a link to the width of a Code - for a particular String the same column of data could be used and applied to both the left hand side Code and the right hand side Code.
SPECIAL NOTE - Editing 'Design Data' type Excel file and adding new Data
It will be common to add new Variations, Templates, Batter Overrides and other Design Data edits via an Excel workbook.
When Excel Export is used to export Design Data, every entry added is given an INDEX - this is a unique number describing the order (position) of the entry in the Design Data form.
If adding extra Design Data, there are some critical things to get right:
The first column is the Type of Design Data entry and must match with the accepted inputs (these are what the software recognises as a valid Design Data control) - the best way to confirm is to create an entry of the type required then create and Excel Export and review the contents
the second column is the INDEX - this establishes the order of the entry in the list. It is critical that the Index is unique, 1 is the first entry in the list and the index is edited in order (so the second item in the list should be set as Index 2, etc)
The other columns to the right represent the user inputs for the design data entry, in order of input in the form. The inputs will differ per Design Data input type
An Example - Variations
In the example below, 5 variations have been added to a design string and then exported to Excel: 2 linearly varied codes, one matching a code to the surface, one to delete a code, and one to delete all codes outside of a selected code. Shown on the left is the Design Data form, and shown on the right is the Excel Export:
Highlighted in the first entry in the Design Data form. Note the cell B1 in Excel has the number 1 - that is the INDEX and sets this as the first Variation in the Variations list.
When editing the Excel file:
Understand the output cells and what values they represent
When making edits, match the format and intent of each cell (number for a numeric input like Chainage, characters for inputs such as Code or Alignment or Surface)
Only input valid inputs. Adding a Surface name that doesn't exist will still add the Variation but it will be disabled because that named surface doesn't exist
The INDEX can be reordered. To put the VaryDeleteLeg FIRST in the Variation list, it is required to set this as INDEX 1 and reorder the rest
:NEW Variations can be added. These must be assigned an INDEX of -1. When imported into Civil Site Design, the software will add it to the Design Data form.
NOTE: If you run Sync Links multiple times with the file input showing -1, then that entry will be repeatedly added. Index of -1 is set to ADD NEW entry. It is highly recommended to re-run the Excel Export in this case to update the Excel spreasheet, then edit or add more entries
Details
Upon selecting the command the following form is displayed:
File > Import Action List
Import a saved action list. Pick the export file to include. After picking a file the Add Actions form will display with only the following inputs enabled:
- String/Alignment
- Code
- Surface
Additional Actions will be added from the file being imported and assign the String/Alignment, Code and Surface selected.File > Export Action List
Create a saved Action List using the actions listed. At the prompt, pick the save location and save file name.
A Workbook is an Excel (.xlsx) file. Multiple Workbooks can be included for creating Excel Links. Workbooks picklist Pick a Workbook to edit or add Actions to Add Workbook
Create a new Workbook or select an existing Workbook to append Sheets to and create Sheets from. The following form will display:
Name
Type a Name for Excel File (workbook) Description
Optional description File Name Populates the file name of the selected Workbook Create New Workbook
Select a folder location and filename to create a new Excel file (.xlsx) Open Workbook
Open and Excel file Store in Data Folder Saves a copy of the Excel file in the CSD Data folder for the project Template
Use Template Tick on to use a Template Open
Open a template file OK Create the workbook Cancel
Exit without change
Delete Workbook
Deletes the current Workbook. Created Excel files are not deleted
Edit Process
Opens the Add Workbook form to select a different Workbook to include
Open Spreadsheet in Excel Editor
Opens the spreadsheet for editing with Excel Edit.
Open Excel Workbook
Opens the .xlsx file - if Excel (or other default application set to open .xlsx files) is installed on the computer, then it will open for editing in Excel (or equivalent)
Sheets are part of an Excel Workbook (tabbed sheets in an Excel file). These can be created and edited here, and will update the selected Workbook. By default, new Sheets are added to the currently selected Workbook. Sheet picklist Pick a Sheet to edit or add Actions to for updating the design. Add Sheet
Create a new Sheet or select an existing Sheet to append Actions to. The following form will display:
Name
Type a Name for the Sheet. Description
Optional description OK Create/Update the Sheet Cancel
Exit without change
Delete Sheet
Deletes the current Sheet. The Sheet in the Excel file will be deleted.
Edit Process
Opens the Add Sheet form to select a different Sheet to include
Sync Sheet
Updates the Sheet contents for any changes Available Actions
Add Link Actions to the Actions list Available Actions list
Lists all Design Data that can an Excel Link can be created for.
Double click to add an action or select and click on the Add Action button.Sectional Actions
Lists all the sectional data that can be linked to Excel.
After selecting a Link Action from the list to add to the Sheet, the following form displays:
Name
Add a name for the Link Action. Description Optional description. Workbook Select the Workbook containing the required Sheet of data to Link to. Sheet Select the Sheet containing the data to Link to String Select the String to link with the data in the Sheet Code Select the Code to Link the data to Method Where required, the Method picklist will be displayed. The data could be used to Set (completely override) the value or could be used to Increment (add or subtract and amount from) the value. Start Chainage Select the start chainage to include End Chainage Select the end chainage to include Sections Data Location This sets the Sections (Chainages) that will be referenced back to the design component being controlled by the Sheet. This is the link back to the source design data to determine where to apply the design change/s Cell Direction
Picklist:
- Vertical: the data in the Sheet is arranged on a per row basis (in a single column)
- Horizontal: the data in the sheet is arranged on a per column basis (in a single row)
Cell Vertical Start Starting Row in the Excel Sheet to add this Link Action
Cell Horizontal Start
Starting Column in the Excel Sheet to add this Link Action Data Location Cell Direction
Picklist:
- Vertical: the data is displayed on a per row basis (in a single column)
- Horizontal: the data is added on a per column basis (in a single row)
- Both: this will be applied for data that is not a single entry (eg: Variation form output)
Cell Vertical Start Starting Row in the Excel Sheet to add this Action
Cell Horizontal Start
Starting Column in the Excel Sheet to add this Action Setup Excel Export Tick on to create an Excel Workbook with Sheets from thes inputs and add these to an Excel Export Process. OK
Add/Update the Link Action and close the form.
Cancel
Exit without change Vertical Profile Actions
Lists all the vertical grading properties that can be linked to Excel.
After selecting a Link Action from the list to add to the Sheet, the following form displays:
Name
Add a name for the Link Action. Description Optional description. Workbook Select the Workbook containing the required Sheet of data to Link to. Sheet Select the Sheet containing the data to Link to String Select the String to link with the data in the Sheet Start Chainage Select the start chainage to include End Chainage Select the end chainage to include IP Chainage Location This sets the row/column of data in the Sheet to Link to for the IP Chainages. Cell Direction
Picklist:
- Vertical: the data in the Sheet is arranged on a per row basis (in a single column)
- Horizontal: the data in the sheet is arranged on a per column basis (in a single row)
Cell Vertical Start Starting Row in the Excel Sheet to add this Link Action
Cell Horizontal Start
Starting Column in the Excel Sheet to add this Link Action IP Level Location This sets the row/column of data in the Sheet to Link to for the IP Level Cell Direction
Picklist:
- Vertical: the data in the Sheet is arranged on a per row basis (in a single column)
- Horizontal: the data in the sheet is arranged on a per column basis (in a single row)
Cell Vertical Start Starting Row in the Excel Sheet to add this Link Action
Cell Horizontal Start
Starting Column in the Excel Sheet to add this Link Action IP Length Location This sets the row/column of data in the Sheet to Link to for the IP vertical curve length Cell Direction
Picklist:
- Vertical: the data is displayed on a per row basis (in a single column)
- Horizontal: the data is added on a per column basis (in a single row)
- Both: this will be applied for data that is not a single entry (eg: Variation form output)
Cell Vertical Start Starting Row in the Excel Sheet to add this Action
Cell Horizontal Start
Starting Column in the Excel Sheet to add this Action Setup Excel Export Tick on to create an Excel Workbook with Sheets from thes inputs and add these to an Excel Export Process. OK
Add/Update the Link Action and close the form.
Cancel
Exit without change Alignment Actions
Lists all the Alignment properties that can be linked to Excel.
After selecting a Link Action from the list to add to the Sheet, the following form displays:
Name
Add a name for the Link Action. Description Optional description. Workbook Select the Workbook containing the required Sheet of data to Link to. Sheet Select the Sheet containing the data to Link to Alignment Select the Alignment to link with the data in the Sheet IP X Location This sets the row/column of data in the Sheet to Link to for the X location of alignment IPs. Cell Direction
Picklist:
- Vertical: the data in the Sheet is arranged on a per row basis (in a single column)
- Horizontal: the data in the sheet is arranged on a per column basis (in a single row)
Cell Vertical Start Starting Row in the Excel Sheet to add this Link Action
Cell Horizontal Start
Starting Column in the Excel Sheet to add this Link Action IP Y Location This sets the row/column of data in the Sheet to Link to for the Y location of alignment IPs. Cell Direction
Picklist:
- Vertical: the data in the Sheet is arranged on a per row basis (in a single column)
- Horizontal: the data in the sheet is arranged on a per column basis (in a single row)
Cell Vertical Start Starting Row in the Excel Sheet to add this Link Action
Cell Horizontal Start
Starting Column in the Excel Sheet to add this Link Action IP Radius Location This sets the row/column of data in the Sheet to Link to the horizontal curve at each alignment IP. Cell Direction
Picklist:
- Vertical: the data in the Sheet is arranged on a per row basis (in a single column)
- Horizontal: the data in the sheet is arranged on a per column basis (in a single row)
Cell Vertical Start Starting Row in the Excel Sheet to add this Link Action
Cell Horizontal Start
Starting Column in the Excel Sheet to add this Link Action IP Transition In Location This sets the row/column of data in the Sheet to Link to for the incoming transition curve at each alignment IP. Cell Direction
Picklist:
- Vertical: the data in the Sheet is arranged on a per row basis (in a single column)
- Horizontal: the data in the sheet is arranged on a per column basis (in a single row)
Cell Vertical Start Starting Row in the Excel Sheet to add this Link Action
Cell Horizontal Start
Starting Column in the Excel Sheet to add this Link Action IP Transition In Location This sets the row/column of data in the Sheet to Link to for the outgoing transition curve at each alignment IP. Cell Direction
Picklist:
- Vertical: the data in the Sheet is arranged on a per row basis (in a single column)
- Horizontal: the data in the sheet is arranged on a per column basis (in a single row)
Cell Vertical Start Starting Row in the Excel Sheet to add this Link Action
Cell Horizontal Start
Starting Column in the Excel Sheet to add this Link Action Setup Excel Export Tick on to create an Excel Workbook with Sheets from thes inputs and add these to an Excel Export Process. OK
Add/Update the Link Action and close the form.
Cancel
Exit without change GOGO Point Actions
Lists all the COGO Pointproperties that can be linked to Excel.
After selecting a Link Action from the list to add to the Sheet, the following form displays:
Name
Add a name for the Link Action. Description Optional description. Workbook Select the Workbook containing the required Sheet of data to Link to. Sheet Select the Sheet containing the data to Link to Point Group Select the Point Group to link with the data in the Sheet Property Select the Point Property to link with the data in the Sheet. The point property could be geometry (x,y,z) or other property of the point Point Number Location This sets the row/column of data in the Sheet to Link to for the Point Number. This sets the Points to apply the Point Property change to. Cell Direction
Picklist:
- Vertical: the data in the Sheet is arranged on a per row basis (in a single column)
- Horizontal: the data in the sheet is arranged on a per column basis (in a single row)
Cell Vertical Start Starting Row in the Excel Sheet to add this Link Action
Cell Horizontal Start
Starting Column in the Excel Sheet to add this Link Action IP Level Location This sets the row/column of data in the Sheet to Link to for the IP Level Cell Direction
Picklist:
- Vertical: the data in the Sheet is arranged on a per row basis (in a single column)
- Horizontal: the data in the sheet is arranged on a per column basis (in a single row)
Cell Vertical Start Starting Row in the Excel Sheet to add this Link Action
Cell Horizontal Start
Starting Column in the Excel Sheet to add this Link Action IP Length Location This sets the row/column of data in the Sheet to Link to for the IP vertical curve length Cell Direction
Picklist:
- Vertical: the data is displayed on a per row basis (in a single column)
- Horizontal: the data is added on a per column basis (in a single row)
- Both: this will be applied for data that is not a single entry (eg: Variation form output)
Cell Vertical Start Starting Row in the Excel Sheet to add this Action
Cell Horizontal Start
Starting Column in the Excel Sheet to add this Action Setup Excel Export Tick on to create an Excel Workbook with Sheets from thes inputs and add these to an Excel Export Process. OK
Add/Update the Link Action and close the form.
Cancel
Exit without change Design Data Actions
Lists all the Design Data form properties that can be linked to Excel.
After selecting a Link Action from the list to add to the Sheet, the following form displays:
Name
Add a name for the Link Link Action. Description Optional description. Workbook Select the Workbook containing the required Sheet of data to Link to. String Select the String to link with the data in the Sheet Data Location Data is read in both columns and rows from the Linked Sheet Cell Vertical Start Starting Row in the Excel Sheet to add this Link Action
Cell Horizontal Start
Starting Column in the Excel Sheet to add this Link Action Setup Excel Export Tick on to create an Excel Workbook with Sheets from thes inputs and add these to an Excel Export Process. OK
Add/Update the Link Action and close the form.
Cancel
Exit without change
Add Action
Select a Link Action type and click to add the Link Action.
The form displayed is subject to the Link Action type, as described above.Link Actions list
Lists all actions to be applied to the Excel Sheets. These will add columns and/or rows of design information in the selected Excel sheet/s. Name
Lists the name given to the Action Description
Lists the description given to the Action Update
Information. What actions result in an Update of the design data by re-reading the Excel Link Sheet/s. Edit Selected Action
Opens the relevant form for the selected Link Action, with inputs described as above. Delete Selected Action/s
Deletes the highlighted Link Action/s in the list. Override Sheet(s)
Overrides the assigned Sheet for the highlighted Action/s in the list, using the currently selected Sheets. Run Excel Link
Updates all Design components as per the Links established between the Sheets and the object properties to adjust. Close
Close the form