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1-Visitor
August 21, 2014
Question

How to export where used report in MS Excel format?

  • August 21, 2014
  • 5 replies
  • 5980 views

Hello folks,

Can anybody tell me how to export where used report in MS Excel format in windchill PDMlink?

I searched a lot for this option but couldn't find.

Thanks,

Kiran

5 replies

17-Peridot
August 21, 2014

Kiran,

This is something we don't yet support on the Where Used table but we know this is a valuable and desired feature. This is something we have in our backlog, but I don't have a specific release target yet.

Regards,

Jeff

21-Topaz I
August 21, 2014

As a work-around until they confirm whether it's added or not...you can highlight all the files in the table and copy it using Ctrl-C. Then paste it in Excel.

You can get the headers too. However, not from the top down. What I do is go to the bottom-right in the table and drag all the way THROUGH to the headers. Copy/paste to Excel.

Where_used.jpg

1-Visitor
September 2, 2014

Hi Kiran,

Since there is no supported export, was this solution from Steve able to work for you?

If so, could you please mark it as Correct?

Thanks,

Jarrett

17-Peridot
September 2, 2014

If you don't mind to customize your system, you can add the export commands to the toolbar:

Export_Where_Used.png
You need to add something like this to your custom-actionModels.xml

<!--Test Export List Where Used-->

<model name="whereUsedTablePart">

<action name="explode" type="folder" shortcut="true" />

<action name="implode" type="folder" shortcut="true" />

<action name="whereused_copy" type="object" shortcut="true" />

<action name="WFADDTOWORKSPACE" type="folder" shortcut="true" />

<submodel name="folderbrowser_toolbar_exportlisttofile_submenu"/>

</model>

Or add only the export to xlsx to your toolbar

Export_to_XLSX.png

<!--Test Export List Where Used-->

<model name="whereUsedTablePart">

<action name="explode" type="folder" shortcut="true" />

<action name="implode" type="folder" shortcut="true" />

<action name="whereused_copy" type="object" shortcut="true" />

<action name="WFADDTOWORKSPACE" type="folder" shortcut="true" />

<action name="exportTableXLSX" type="object" />

<!--<submodel name="folderbrowser_toolbar_exportlisttofile_submenu"/>-->

</model>

But I agree with you. This table should be configurable and the common actions should be available!

Bjørn

14-Alexandrite
December 19, 2019

Has anyone implemented this? 

 

How successful was it?

1-Visitor
January 26, 2017

Work around: in Where Used table select all Parts and add them to Workspace.  In your Workspace you can create an export to xls.

1-Visitor
January 26, 2017

1. Consider a Student database and you have one report which lists all the students

2. In order to export this report -> Go to the Export tab in the Ribbon

3. Select XML File option from the list and you will get a Export wizard as shown in the image below:

Step 1: In the first step you need to select the file path and file name.

Step 2: In the second step you select the information that you want to export. There are three options here: 1. Data (XML) 2. Schema (XSD) 3. Style (XSL). You need to select the appropriate options here. If you want to use the XML file in Excel, I would recommend you to select both option 1 (data) and option 2 (schema).

5. If you don’t have the XSD schema exported with XML file , you will get following message as a informational dialog.