How to import a Trend Oil CSV file into @ptitude Analyst

Summary

This article describes the necessary steps to successfully import an oil sample analysis (Trend Oil CSV) file into @ptitude Analyst.

Details

Unless otherwise indicated, the naming (of sets and machines) used below is illustrative and can be changed to align with individual requirements. 

Step by step

1. Create a new Set called "Trend Oil Test".

2. Highlight the newly created Set "Trend Oil Test" and create the following three machines: "Test", "SKF Tag 2" and "SKF Tag 3".
   
   
   

3. Highlight the first Machine ("Test") and click on "Insert then New Oil POINTs". Doing so will open up a wizard (Oil Machine/Point Creation).
   
   
   
   

4. In the field "Oil tag:" enter the Machine Name ("Test")
   
   
   
   
5. Now, press the Next > button.
6. For each POINT, hold down the "N" key to invoke the Next > function until all points have been created. At that point press the Finish key.
7. Repeat steps 3-6 for the other 2 machines. For each, replace the Oil tag: value with "SKF Tag 2" and "SKF Tag 3" (keep the capitalization to ensure a match with the Machine Name).
8. Make sure the SKF template is not opened in Microsoft Excel. It’s easiest to just ensure that Excel is not open.
9. Next, click the menu options File then Import then Oil Analysis. @ptitude Analyst knows where to place the data based on the ID column in the XLS spreadsheet and the Tag name entered in the wizard.
   
   
   
   
10. Select “SKF” as the Lab and then browse to the appropriate CSV file.
    
    
    
    
11. Click Next > \ Next >. The data should now appear at the points and those points with data will have their traffic light turn the color of it’s alarm status.

Key points to note

• Insert  and then the New Oil POINTs wizard should be used.
• When using the wizard, the Oil Tag: entry must match the value in the "Equipment ID = MA Machine Point ID" column (C) of the spreadsheet.
• On the 2nd page of the wizard, "SKF" must be selected as the lab.
• During importation, Microsoft Excel should be closed (the file being imported must not be open).
• Microsoft Excel needs to be installed (or at least its run-time libraries) for the import from SKF's XLS format to work.
  

Contacting SKF Technical Support Group

For further assistance please open a support case using the Technical Support group's self-help portal at www.skf.com/cm/tsg. Once your support case is submitted, a technician will contact you to begin working on your issue. For urgent issues we are available at these times by phone:

• Monday through Friday, 5:00 a.m. to 4 p.m. Pacific Time -
  Phone: [phone] within the US or [phone] outside the US.
• Monday through Friday, 8:00 a.m. to 4:00 p.m. Central European Time -
  Phone: [phone].
• Monday through Friday, 7:30 a.m. to 4:30 p.m. India Standard Time -
  Phone: [phone].