This Tech Tip from CMMXYZ will demonstrate how to use the new Excel Form Report in PC-DMIS to generate a multi-piece inspection report. This new function in PC-DMIS also allows programmers to use their own custom Excel template in addition to the pre-loaded templates included in the software.
So, in this video, I want to show you how to append an Excel Form Report. So, I've done a video previously on the Excel Form Report. This was introduced a couple of years ago around about 2019, 2018. What I wanna show you today is how to do a multiple part report, which will append a customized Excel template. So, I'll show you my template.
So, here's a simple template I made up just for this demo. I'll have eight dimensions total, and four-part total. So, I'll run my program in a loop to show you how this template will be appended with each execution of my program. So, the other thing you need to know is where to put this template. So, PC-DMIS comes loaded with premade templates, but if you want to include your own Excel template in this tool, you need to put it in the right folder. So, I'll show you where to find that.
So you can see the path where PC-DMIS has put it. They've put it in the Users - Public - Public Documents section of your computer. And you can see here, I have several versions of PC-DMIS installed. So, if you go to the one you're using, I'm using the new 2020 R1, so let's open that, and you can see there's a folder called ExcelFormReport. So, if we open that up, you can see the Template folder, and there's all the preloaded ones. And you can see mine called cmmxyz.xlsx. So, by putting my template in this folder, I have access to it inside of PC-DMIS.
So, here's my program. I just have two features with two dimensions, X, Y, Z, and diameter for each circle. So, I just keep it real simple, and I've just made my program run in a loop to simulate running four parts. So, I've done a few other things in my program. I have a variable for the date so it'll insert the date in a field of my choosing. And I'll get to that in a moment. I also have two TraceFields, one including the variable for the date and the other one will be a prompt for the operator to choose their name from a dropdown list. So, both of those will be plugged into my Excel Form.
So the next thing we need to do is actually set up our Excel Form Report command. So, I'll do that right now. So, I'll put it inside the loop after my dimension infos right there. So, we find the Form Report under Insert, Report Command, and Excel Form Report. So, we have to do a little bit of setup if this is the first time we've used this template. In the Template dropdown, you can see some of the preloaded ones, AS9102, Five Part Study, and so forth. The one I want to use is this one here.
So, there's my template. So, the first thing I want to do is actually plug in my TraceField. So, you can see these cells here, Part Name, CMM Operator, Date. What I need to do is link that to a TraceField or information in my program. For part name, we're just going to give that a right-click, Refer to, Part info., and Part Name. So, the Part Name will just be plugged into there. CMM Operator, my program is actually a TraceField. I have two options here. I can drag it from over here and just put it into that field, or I can right-click, Refer to, and it'll give me a list of my TraceFields here. So, in this case it's the Date, which is in a TraceField. And I'll just give that a click.
So, the next, we need to work with this row here, so row 5 in my template, and I need to drag over that information. So, DIM number will be a Counter so that it'll just count in sequential order, DIM 1 through 8. In my case, PCD ID. So, this PC-DMIS ID field here, I found that when you're appending, you need to have this included because I've tried to do an appended report without the PCD ID and it just doesn't work and I'm not exactly sure why. So, let's just include that. Next, we'll go to Nominal. We'll just drag that over, and the rest. So, you can see how that works.
So, for an appended report, we need to actually drag over the Measured Value field for each part in my Excel template. So, I don't just do this once. I have to do this for every time I want to append the execution of my program. So, the next step is important.
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