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Schlumberger Information Solutions

Merak Peep Workflow


Excel Import

December 2007
Version: 1.0

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COPYRIGHT
Copyright © 2007 Schlumberger. All rights reserved.

The information in this document is subject to change without notice. The software described in this document is furnished
under a license agreement. This software may be used or copied only in accordance with the terms of such agreement. It is
against the law to copy the software on any medium except as specifically allowed in the license agreement. No part of this
document may be reproduced or transmitted in any form, or by any means, electronic or mechanical, including
photocopying and recording, for any purpose without the express written permission of Schlumberger.
Merak™ is a trademark of Schlumberger.
Merak Peep is a mark of Schlumberger.
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and Microsoft SQL Server™ are trademarks of Microsoft Corporation.
Oracle ® is a registered trademark of Oracle Corporation.
Crystal Reports™ is a trademark of Business Objects.
All other names and trademarks are the property of their respective owners.
Printed and bound in Canada, December, 2007.

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Table of Contents
Merak Peep Workflow Excel Import ............................................................................. 1

Introduction to Peep Excel Import ............................................................................... 4

Excel Data Setup ........................................................................................................... 5

Case Excel Import ....................................................................................................... 10


Setting the Start Date 14
Importing the Data 14
Saving an Import Task 15
Loading an existing task 15

Importing an Excel Price task .................................................................................... 16


Creating a Column Report 16
Creating a new task to import to prices 16
Importing the Data 19
Saving an Import Task 19
Loading an existing task 19

How to reach us .......................................................................................................... 20

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Introduction to Peep Excel Import
The Excel import feature allows to import and/or update specific economic data contained in Peep
cases or price documents from Excel spreadsheets.
It also allows you to export data from other databases into Excel and import that data into Peep.
Excel data need to be arranged and named before import.

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Excel Data Setup
In Excel, the data have to be setup in named ranges. Data need to be arranged in columns.
In the Example below, Production, Oil Price, Oil Variable Opex, Oil Fixed Opex, Exploration
Capex and Development Capex will be imported to a Peep case.
To set up Excel Data

1. In the Excel file, create a column, for each range of data.

2. Enter data for each column:

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3. Define the name ranges. There are two ways to label the ranges in Excel:

• From the Insert menu, choose Name > Define.

• Type the range name in the Name box

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Or
• Select the ranges for each column and name them in the Name box:
ƒ for production:

ƒ for price:

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ƒ for variable opex:

ƒ for fixed opex:

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ƒ for exploration capex

ƒ for development capex:

2. Once all the ranges have been names, save the Excel spreadsheet.

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Case Excel Import
The Excel Import document is located in the Import/Export tab of the Peep Select window.
To import an Excel file:

1. Click the Import/Export tab, then on the + sign and then Double-click on Excel Import to
open it.

2. Click the New… button. The Create New Task dialog box opens:
3. Choose Import Cases from the Type section to import data to cases.

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4. Select the import settings. The appropriate import settings need to be defined for the task:

Enter comments to explain the import


task

Choose the import mode: Append or


Overwrite

Choose whether data will be entered


annually or monthly

Choose the unit

Activate this option to save a backup of the


cases

Browse for the path of the folder to


contain the backup cases

Notes:

• Append mode will preserves existing case/price data and replaces it with imported data
ONLY for zero values from the Data Start Date forward.
• Overwrite will replace entire column in the case/price with imported data; therefore, all
existing data in this column will be lost.

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5. Add the Excel spreadsheet to the case:

Click the Add… button to


add one Excel
spreadsheet or more

Click the Add… button to


add one case or more

Activate this checkbox


in case multiple cases
are imported with the
same links and start
date

Note : These are the steps to follow if multiple cases will use identical spreadsheet links and start date:

a. Add one case document first


b. Create the data links to the spreadsheet(s)
c. Highlight the first case document
d. Select the Copy Links and Start Date when Adding Cases/Prices option
e. Add the remaining case documents (to select more than one document, hold down the <Ctrl> key
while clicking the document names with your left mouse button).

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6. Create the Data Links. You need to create a link needs for each data range that you want to
import:

Select the Excel spreadsheet that contains the


data

Select the data range containing the data (cells


names in Excel)

Select the tab in Peep to import to

Select the product

Select the scenario

Select the corresponding variable

7. Once all the variables have been linked, the Data Links for Selected Cases should look like this:

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Setting the Start Date
The date specifies where the imported data will be placed in the case when imported.

When importing to more than one case, each document must be selected separately before typing
the start date.

• To apply the same start date for all documents in the list, type in a start date and click the
Apply To All Cases/Prices button.

Importing the Data


To import the data from Excel:

1. Click the Validate button to ensure that the active spreadsheets, cases, data ranges, and
case/model variables exist. If any of the active items are not found, error messages detailing
the missing items are displayed in the Validation Results dialog box.
2. Once it is validated, click on the Import button.

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Saving an Import Task
You can save the same import task to use it again.
To save the import task:

8. Click the Save As button.


9. Type in a name in the field provided.

Loading an existing task


To load an import task:
1. Click the Load/Delete button.
2. Select the task you want to load.
3. Click the Load button.

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Importing an Excel Price task

Creating a Column Report


To create a column report:

1. Click the Load/Delete button. S


2. Select the task, click Load.

Creating a new task to import to prices


To create a new import price task:

1. Click on New… button. The Create New Task dialog box opens.
2. Type a task name in the Task Name box.
3. Select the Import Prices option from the Type group box to import data to cases.
4. Click OK.

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5. Select the import settings. This is done the same way for the Case Import. First add the the
Excel spreadsheet to the case

Click the Add… button


to add one Excel
spreadsheet or more

Click the Add… button


to add one price
document or more

6. Create the data link. A link needs to be done for the price range to be imported:

Select the Excel spreadsheet that contains


the data

Select the data range containing the price

Select the scenario


Choose whether to import a constant price or
an array

Check if importing to multiple cases

7.

7. Once the price variables have been linked, the Data Links for the Selected Cases list should
look like this:

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8. Set the Start Date The date specifies where the imported data will be placed in the case when
imported.

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Importing the Data
To import the data from Excel, click first Validate to ensure that the active spreadsheets, price files and data
ranges exist. If any of the active items are not found, error messages detailing the missing items are
displayed in the Validation Results dialog box. Once it is validated, click on the Import button.

Saving an Import Task


You can save the same import task to use it again.
To save the import task:

1. Click the Save As button.


2. Type in a name in the field provided.

Loading an existing task


To load an import task:
1. Click the Load/Delete button.
2. Select the task you want to load.
3. Click the Load button.

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How to reach us
United States
E-mail: merak-us-support@slb.com

Houston Tel.: +1 713-621-1165


Canada
E-mail: merakcscanada@slb.com

Calgary Tel.: +1-888-986-4357 (toll-free)


Europe and Africa
E-mail: merakcslondon@slb.com

London Tel.: +44 (0)207 517 2626


Russia and Caspian
E-mail: merakcsmoscow@slb.com

Moscow Tel.: 7 495 935 8200 Ext. 1218


South America
International E-mail: merakcsmexicocity@slb.com
Offices Mexico Tel.: 001 866 326 0174

Argentina Tel.: 0 800 444 0919

Brazil Tel.: 000811 005 9068

Colombia Tel.: 980912 3029

Venezuela Tel.: 0800 1 00 3588


Middle East
E-mail: merakcsMiddleEast@slb.com
Asia and Australia
E-mail: merakcsasia@slb.com

Malaysia Tel.: +60-3-21694266

Indonesia Tel.: +62-21-5229343

Australia Tel.: +61-1800001112

Thailand Tel.: +66-2-9371300

China Tel.: +86-10-64746699 Ext. 2816

Schlumberger supplements the standard maintenance agreement by offering extended on-site


support worldwide. This enhanced level of support includes on-site assistance, installation,
troubleshooting, and maintenance services of licensed Schlumberger software.
Merak is a product line of Schlumberger Information Solutions (SIS). For more information about
SIS, please go to our Web site at http://www.sis.slb.com.

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