FOCUS ON REAL DESIGN AUTOMATE THE REST EXCEL REPORTING GETTING STARTED GUIDE
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1 FOCUS ON REAL DESIGN AUTOMATE THE REST EXCEL REPORTING GETTING STARTED GUIDE Francois Simon
2 Table of Contents EXCEL REPORTING... 3 Introduction... 3 What does it do?... 3 How does it work?... 3 How can you use it?... 3 Adding the Excel script... 3 Adding the Excel report profile... 5 Define the destination and naming rules used by the Excel report... 7 Configuring the Excel report... 8 Adding columns to the Excel report... 8 Inserting a preview image Generate an Excel report for your assembly Page 2
3 Excel reporting Introduction What does it do? CUSTOMTOOLS offers an out of the box report template to generate BOM report in Excel. The out of the box report contains the BOM Structure, metadata retrieved from SOLIDWORKS and Custom property values defined in CUSTOMTOOLS, as well as a preview image that can also be embedded in the report. Those Excel reports can also be configured and customized based on specific needs and requirements. For more information regarding the customized Excel report, please contact your reseller or ATR Soft at info@customtools.info. How does it work? The Excel report is managed via profiles. The out of the box Excel report can easily be configured with SOLIDWORKS properties (Filename, quantity, configuration ) or custom properties. How can you use it? If an assembly is opened, then click on the Export icon. The Export dialog opens, then select Excel profile. The SOLIDWORKS assembly from which a report is to be generated, does not have to be opened in SOLIDWORKS. The Export dialog can also be accessed from the CUSTOMTOOLS search results. Adding the Excel script The out of the box Excel report comes automatically with the Mechanical engineer profile. If the Excel report is not available in the CUSTOMTOOLS profile, then it needs to be added. Page 3
4 To add the Excel report feature, open the CUSTOMTOOLS Administration tool, Page 4 1. Select your CUSTOMTOOLS database (e.g. CUSTOMTOOLS Demo), 2. Click on Add feature to open the Add Features dialog.
5 3. Select Excel Report from the drop down menu. 4. From the Select leading property under Export settings, select a custom properties that will be used as the first column of the Excel report. 5. Then click Create Feature to add the Excel report feature to the active profile. Adding the Excel report profile Once the Excel report script has been added in the Administration Tool, an export profile needs to be created in the CUSTOMTOOLS Profile. To add the Excel report profile, open the CUSTOMTOOLS Options, 1. From the Profile Options tab, 2. Select Export Profiles 3. Click New from Export Profiles. The Export profiles dialog appears. Page 5
6 1. Profile name: Defines the name of the export profile as it will appear in the Export dialog NOTE: In order to use the Excel script, the name of the export profile must start with Excel (e.g. Excel report). 2. Output path: Defines the destination and saving rule used to save the Excel report 3. Language: Select the out put language to tranlate properties rertrieved from dictionnaries 4. BOM Type: Defines how parts and assemblies are listed in the Excel report: a. Top level only: List parts and subassemblies, but not subassembly components. b. Parts only: Does not list subassemblies. Lists subassembly components as individual items. Page 6
7 c. Intented assemblies: Lists subassemblies. Indents subassembly components below their subassemblies. 5. Run conversion rules: Selects the file conversion rules that are used to convert SOLIDWORKS files along with the Excel report 6. Grouping: Defines how configurations are handled in the Excel report: a. Display configurations of parts as separate items: If a component has multiple configurations, each configuration is listed in the BOM. b. Display configuratione as parts as one item: If a component has multiple configurations, the component is listed in only one row in the BOM. Define the destination and naming rules used by the Excel report In the Export profile dialog, the destina Defining the destination path: Under the Output path define the path where the Excel report will be saved. By clicking on the > sign, saving options will appear. Select the Browse for folder option to specify the destination folder or use the Source path to use the same folder as the refering assembly. Folders can also be manually entered and will be created during the export. Defining the naming rules: Page 7
8 Once the path has been defined, the naming rules can be specified. By clicking on the > sign, saving options will appear. Select the Source filename to use the same filename as the refering assembly. Custom properties can also be associated with the file name as well as other options. NOTE: The file extension also needs to be specified in the Output path (e.g. xlsx) Configuring the Excel report The out of the box Excel report can be configured to add additional columns containing information about your custom properties, SOLIDWORKS property or a preview image. Adding columns to the Excel report Open the CUSTOMTOOLS Options dialog, 1. From the Profile Options tab, Page 8
9 2. Select the Export Profiles from the tree view. 3. From the Export profiles, select the Excel report. 4. From the Profile fields, click New to open the Export Profile Field dialog. 1. Field type: Select the source of the field to be added. The following fields are available: a. CUSTOMTOOLS attribute: Retrieve a custom property value defined in CUSTOMTOOLS b. SOLIDWORKS property: Retrieve a value from a pre-defined list of SOLIDWORKS attributes. c. Value: Insert a constant value or a preview image. 2. Field data: Based on what was selected in the Field type, the content will update dynamically. Page 9
10 a. If a CUSTOMTOOLS attributes has been selected, then a custom property defined in CUSTOMTOOLS can be selected. b. If a SOLIDWORKS property has been selected, then a pre-defined lists of SOLIDWORKS attributes (e.g. Item number, quantity ) can be selected. NOTE: If Value has been selected, then the Field data is disabled. 3. Label: This corresponds to the name of the column that will be generated in the Excel file. This field is automatically populated based on the value selected in the Field data. Inserting a preview image A preview image of the 3D model (Part or Assembly) can be inserted in the Excel report. To insert a preview image, 1. Select Value from Field Type, 2. Type Preview in Label. NOTE: The size of the preview image can be modified by editing the Excel script in the Administration Tool and modifying the size of the column where the preview image is used. Generate an Excel report for your assembly Page 10
11 To generate an Excel report, open the top level assembly in SOLIDWORKS and click Export. You can also open the Export dialog directly from the CUSTOMTOOLS Search result dialog. From the Export dialog, 1. Select the export profile (e.g. Excel report) 2. Click on Export. Page 11
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