Each kind of equipment has its own spreadsheet template, because an evaporator and a compressor are rated on different things. Fill one in, or bring your firm's own spreadsheet, to add a whole range to your firm's library at once.
- 1
In Settings → Your firm → Equipment library, choose the kind of equipment, then its template button (Condenser template, for example) to download its workbook.
- 2
Open it in Excel, Sheets, Numbers or LibreOffice and fill in one row per model from the manufacturers' datasheets, starting under the header row.
- 3
Back on the library, choose Import spreadsheet, then drop the file on the dialog or choose Choose a file.
- 4
Read what Kelvin found: the rows it will import with each one's rating, any already in the library, and any it refuses, each with its reason.
- 5
Under When the file has a model the library holds, choose Leave the one that's here or Replace it with the file's.
- 6
Tick the box confirming your firm has the right to use the figures, and choose the import button.
The workbook
- The kind's sheet has a title band, a band naming each group of columns, and the header row. The header row and the manufacturer and model stay in view as you scroll.
- Columns every row needs are lime and marked *. Pale lime columns are needed in some cases, such as Duty kW/m when a display fixture's duty is per metre. The rest are optional.
- Selecting a cell shows what its column takes. A choice is a dropdown, and a figure column takes a number only, so a figure typed with its unit is caught as you type it.
- The Guide sheet explains how to fill it in and lists every column: its group, whether it's needed, what goes in it and what it takes.
- For a system that only takes CSV, the import dialog offers Plain CSV instead: a header row, a row of notes and one made-up example row. A row whose first cell starts with # is skipped.
Your firm's own spreadsheet
You don't have to copy your figures into Kelvin's template. Kelvin finds a spreadsheet's header row wherever it is, matches its columns by name whatever their case, spacing or punctuation, and knows a few other names a column often has, such as Brand for Manufacturer or Datasheet for Source document.
- Under Columns, every column that didn't match by name is listed. Choose in Read as which of the template's columns it is, or leave it Not read. Kelvin remembers your matches on that device, so the next file laid out the same way reads straight away.
- Under Not in the file, a column the file doesn't have can take one value for every row: the catalogue a whole range comes from, or the standard it's all rated to. Columns every row needs are offered first; choose another in Give another column one value for every row. What you type is read as if it were in that column on every row. It never replaces a figure the file gives.
- A workbook with several sheets reads the one that fits the kind best. Choose another under Sheet.
- If the file looks like another kind's template, Kelvin says so and offers to read it as that kind.
- A rating basis left blank, such as Capacity basis or Duty basis, is read from the figures the row gives: a heat rejection and TD with no W/K reads as rated at a TD, and a duty per metre with no duty per fixture reads as per metre. With nothing to read it from, the row is refused and says what's missing.
How every row is checked
- A blank cell stays blank, never zero.
- Every row is checked exactly as the entry sheet checks a model typed by hand. A row missing something Kelvin needs is refused with its reason, never filled in. A model listed twice is read from its first row only.
- Rows are numbered as your spreadsheet numbers them, so a refused row is easy to find.
- The file is read in your browser, and only the rows that pass are saved. Workbooks (.xlsx), CSV and tab-separated text work, up to 10 MB. Save an older .xls workbook as .xlsx first.
Models already in the library
A row matches an entry on its manufacturer and model. Leave the one that's here skips it. Replace it with the file's saves the file's figures as a new version of the entry, which keeps its history and clears its sign-off. Projects that copied the entry keep their figures.
After importing
Imported entries arrive not checked, like any new entry, and carry no datasheet PDF: edit an entry to attach one. If some rows are refused as they save, Kelvin says how many and why the first was refused, and the rows that saved stay saved.
Note
The templates carry no manufacturer's figures. Kelvin holds none: every figure in your library is your firm's, read from documents it has the right to use.