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MikeMinsterkett1-Visitor
1-Visitor
December 8, 2011
Solved

PDMLINK where used report

  • December 8, 2011
  • 10 replies
  • 9927 views

Does anyone know how to run & or export a where used report from pdmlink? I currently click on the little information icon then go to the general tab & select where used. It displays everything but when you are dealing with lots of assemblies it would be nice to export the data to excel or even text file. Any help would be greatly appreciated.

Thanks

Mike

Best answer by JennDCortez

You have options...

Navigate to the part - from the Related Reports pull down menu (on the right side of the screen just below where you are selecting General/Where Used), select the Multi Level Where Used Report and run the "how to" steps mentioned below.

OR

From your Admin's workstation, have the employee show you what their Windchill view contains. In the major tab section, the Admin should have an Organization tab. If the Admin has the Organization tab, then they should be able to add you to Library manager or Product manager team role in a Validation environment. Once you have to proper level of permissions, then you can see Report Manager (also known as the QueryBuilder tool.) Report manager is in the Business Administration Utilities. Considering that it is not feasible to equip a large number of employees with this functionality, I provide them with this "how to"

  1. From the Windchill data set, place your mouse cursor over the Column's Title area, Left Click and drag to highlight the area of data you want to copy.
  2. Right click the highlighted area and select copy
  3. From EXCEL, paste the data
  4. After the data has pasted to EXCEL (with all the extra HTML objects), right click the data, select copy
  5. Select sheet 2 in EXCEL
  6. Right click cell A1, select Paste Special
  7. From the Paste Special menu, select VALUES
  8. Once the data has pasted, select cell A1 and insert cell to line your header data up with the data set
  9. Delete Sheet 1
  10. Save the EXCEL document

NOTE: if you want to filter the data set that you have created in EXCEL, then the individual cell's data will have a space before and sometimes a space after. Use a MACRO to clean your data. For MACRO Specific code GOOGLE "Area Remove Spaces"

10 replies

M
MatthewKnight1-Visitor
1-Visitor
December 8, 2011

I can think of a couple ways:

1. Create a Report Template with Windchill's Query Builder (<context>/Utilities/Report Manager).

2. In Internet Explorer, if you have Excel installed, I think you can right click on a web page/table and choose "Open in Excel" or some similar option.

M
MikeMinsterkett1-VisitorAuthor
1-Visitor
December 8, 2011

Thanks for the reply. I cant seem to find the query builder. Maybe its not in pdmlink.You can see my options below.

ScreenHunter_02 Dec. 08 12.01.gif

M
MatthewKnight1-Visitor
1-Visitor
December 8, 2011

That looks like Home/Utilities. Try library/utilities or product/utilities or organization/utilities or site/utilities

J
JennDCortez1-VisitorAnswer
1-Visitor
December 30, 2011

You have options...

Navigate to the part - from the Related Reports pull down menu (on the right side of the screen just below where you are selecting General/Where Used), select the Multi Level Where Used Report and run the "how to" steps mentioned below.

OR

From your Admin's workstation, have the employee show you what their Windchill view contains. In the major tab section, the Admin should have an Organization tab. If the Admin has the Organization tab, then they should be able to add you to Library manager or Product manager team role in a Validation environment. Once you have to proper level of permissions, then you can see Report Manager (also known as the QueryBuilder tool.) Report manager is in the Business Administration Utilities. Considering that it is not feasible to equip a large number of employees with this functionality, I provide them with this "how to"

  1. From the Windchill data set, place your mouse cursor over the Column's Title area, Left Click and drag to highlight the area of data you want to copy.
  2. Right click the highlighted area and select copy
  3. From EXCEL, paste the data
  4. After the data has pasted to EXCEL (with all the extra HTML objects), right click the data, select copy
  5. Select sheet 2 in EXCEL
  6. Right click cell A1, select Paste Special
  7. From the Paste Special menu, select VALUES
  8. Once the data has pasted, select cell A1 and insert cell to line your header data up with the data set
  9. Delete Sheet 1
  10. Save the EXCEL document

NOTE: if you want to filter the data set that you have created in EXCEL, then the individual cell's data will have a space before and sometimes a space after. Use a MACRO to clean your data. For MACRO Specific code GOOGLE "Area Remove Spaces"

M
MikeMinsterkett1-VisitorAuthor
1-Visitor
January 3, 2012

Hi Jennifer thanks for the help. It does seem that I have an access issue & that is why I don't have these options. I have asked my Admin to do it but he has no idea how to do it.

K
KshetrabasiMaha1-Visitor
1-Visitor
January 16, 2012

Hi

There are two other similar ways also available to export Reports (Multi level BOM, Multi level Where used etc)

If option in not available

1. In the table of the Report right click and you will get an option export to microsoft excel

This will ask you later step to select the table

2. Save the Report webpage in .mht extension and again open in internet explorer

Now right click and export it to microsoft excel(with active x desabled)

These options give the table in proper size and no object is selected

Regards

K.Mahanta

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Message was edited by: kshetrabasi mahanta (images added)

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