Extracting Tables Tutorial¶

   About 10 minutes

In this tutorial, we will use DataSeer to extract a table from a P&ID. We will then export the extracted data from DataSeer.

This tutorial is divided into the following sections:

• Learning Objectives - things you will know how to do after completing this tutorial.
• Setup - set up necessary before you get started.
• Instructions - instructions on how to complete the tutorial.
• Finishing Up - challenges and further reading for after the tutorial.

Learning Objectives¶

After completing this tutorial, you will know how to:

• Add projects and upload diagrams to them
• Extract table data from diagrams
• Export data from DataSeer for use in other documents

Setup¶

Before you start this tutorial, you must do the following:

• Contact your system administrator to get a DataSeer user account

Instructions¶

Now let's get started...

1. Obtain a P&ID¶

Store a P&ID containing a table in PDF format to your local drive to be uploaded to DataSeer.

2. Add a Project¶

We now need to create a new project in DataSeer and upload your P&ID to it.

1. Access DataSeer.
2. Click NEW PROJECT.
3. In Project Name, enter "Table Tutorial".
4. Click the upload box and select the your P&ID from your local drive.

5. Click CREATE.

   DataSeer uploads the P&ID to a new project. Once the upload is complete, the new project displays under Your Projects.

6. Click LAUNCH.

   The project opens and your P&ID displays in the Diagram Viewer.

3. Extract the Table Data¶

The next step is to extract data from the table on the P&ID.

1. Open the Tables tab.
2. Move to page 3.
3. Zoom in on a table contained within your P&ID.
4. Click on the toolbar.

5. Draw a box around the table.

   

   Tip

   For best results, zoom in as far as you can with the table still in view and draw a tight box around the table. Selecting more area than necessary will affect matching accuracy.

6. Complete the following:

   1. Select Table without grid lines.
   2. In Assign a type, enter "Detail Table".
   3. In Name your table, enter "1".

7. Click Extract.

   DataSeer extracts the table. A table preview displays once the process is complete.

   

8. Click X in the top right corner of the table preview.

4. Export the Data¶

The next step is to export the table data you extracted.

1. Click on the Navigation bar.

   

   The Project Library displays.

2. Click on the project and select Download Table Output.

   DataSeer downloads a ZIP file to the Downloads folder for your browser. This file contains a CSV file for the table from which you extracted data.

3. Open the CSV file in a spreadsheet app, such as Microsoft Excel or Google Sheets.

   You can now add the data to project documents as necessary.

Finishing Up¶

Congratulations! You've now extracted a table from a P&ID. We hope you now understand how DataSeer can drastically reduce the time it takes to extract table data from diagrams.

Want to expand your knowledge further? Try the following: