Use the Excel Add-In for Tandem

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The Excel Add-in for Tandem allows you to import, export, and synchronize data between Microsoft Excel and Autodesk Tandem.

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This add-in provides an easy way to check, update, and add asset data,

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particularly if you are already comfortable with the Excel interface and functionality.

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Please note that the Excel add-in does require 64-bit Excel to work properly.

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Also, you can download the add-in from the Tandem Help page.

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With the add-in installed, open a workbook in Excel, and on the ribbon, click the added Autodesk Tandem tab.

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Expand the Sign In drop-down and select Sign In.

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Once you enter your credentials, the ribbon refreshes.

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To open a facility, if you need to switch accounts, expand the Accounts drop-down and select Switch Account.

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Then, click Facilities.

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Note that you can also change accounts here, if needed.

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In this example, the Snowdon Towers Sample Facility is selected.

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Then, click Open.

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With the facility open, the options on the ribbon that were previously grayed out are now available.

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In the Show Data panel, there are two options for loading assets and asset data.

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You can either use a saved view, or you can apply filters.

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The filtering options are identical to those in the Tandem filter panel.

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These allow you to set up your own custom filtering criteria.

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First, load the data from a saved facility view.

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From the ribbon, Show Data group, select Data by View.

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If the saved views list does not include the option you want, try clicking Refresh to update the list.

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For this example, select View for Doors, and then click Open.

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Once the view is loaded, the ribbon updates with more options, and the spreadsheet populates with the data.

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The sheet name reflects the name of the view.

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Notice that the cells are two different colors.

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The grayed-out cells cannot be edited or changed, as it is a protected sheet.

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However, you can edit any of the other data as needed.

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To load asset data that is not part of a saved view, you can apply filters and select assets manually.

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From the Show Data panel, click Data by filters.

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In this case, a filter for a space named “Cafe 101” is applied, and Doors are deselected.

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Once the filters are selected, click Open.

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A new sheet named "Filtered Tandem Data” opens

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and displays any assets that match the criteria selected.

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If you need to update any data, you can do so.

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In this instance, the Classification of three assets is changed.

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After making the changes, from the ribbon, Mutations panel, click Changes to view the change history.

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Here, you can expand entries to verify the changes,

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and if you decide not to keep a change, such as the one for row 4, you can delete it.

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Otherwise, click Upload to apply the changes and update the sheet.

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Notice that the deleted change has been undone and is back to C instead of B10.

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These changes will be reflected in Tandem as well.

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Optionally, from the Settings group, you can enable Auto sync changes to sync the data.

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Moving on to the Data Mapping panel, click Facility Templates to open a facility template for the account.

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In this example, Autodesk Learning is selected.

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Click Open, and a new sheet opens, where you see Code, Description, Level, and Parameters.

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Double-click a cell to assign or remove parameters.

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Here again, the grayed-out cells cannot be edited.

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Additionally, you can edit Classifications from the Data Mapping panel.

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Again, select Autodesk Learn, and a new sheet opens.

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Here, you can change the code, description, and level,

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but the headers must remain unchanged to ensure correct uploading back to Tandem.

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You can also edit parameters.

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From the Data Mapping panel, click Parameters.

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To open a sheet with all parameters, in the Select Parameters dialog, choose Select All, then click Done.

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If you need to create new parameters for Tandem, open the Parameters dialog again and click New.

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This opens another sheet with only the column headers.

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To enter data, either type the information into the cells directly, or double-click a cell to open the relevant dialog,

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where you can enter the data, and then click Done.

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Here, double-clicking in each of the columns opens either a dialog or a Validation results message;

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based on the Yes/No data type, some of these values are not required.

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Once your data is entered, from the Sync panel, click Validate.

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Click OK to close the validation message, and then click Upload.

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Now, open Tandem to review the new parameter.

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From the Manage page, select the Parameters and search for the parameter you just created.

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In this case, type “tag”, and you see it in the list of found parameters.

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Now, open the Facilities page and select the Snowdon Towers Sample Facility.

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In the Filters panel, select Café 101, and then open the Inventory panel.

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Notice that no assets are listed, because, in this case, you need to clear any set filters.

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Open the Filter rows dialog, click Clear filters, and the assets for Cafe 101 display.

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Here, you can confirm that the changes you made in Excel were synced back to Tandem.

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In this case, you see the Classification column; and remember that some of these were changed.

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When you open the History panel and expand a specific item,

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you see the change that was made from the Excel add-in,

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which indicates that these are being synced.

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Back in the Excel add-in, realize that you can change the view of elements here.

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To adjust the columns that are being displayed. On the Settings panel, click Columns.

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In the Edit Columns dialog, you can add or remove columns.

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For example, click Delete next to the GUID column, and then click Update.

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When the sheet refreshes, that column is hidden.

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You can also view the history in Excel.

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Click View History, then select an item on the sheet for details on any changes that were made.

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The Excel add-in leverages the familiar interface of Excel

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to make digital twin asset data more accessible and manageable.