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pc-dmis version 4.

Reporting Training
Slide 1
Reporting Training
Session 1:
Topics for Tuesday afternoon

a. Forms
b. Reporting from a User Perspective
Changes to the User Interface
1 Touch Reporting
Customizing a Report
HyperReports vs. Templates
c. Lab 1

Slide 2
Reporting Training
Session 2:
Topics for Wednesday morning

a. Examining Standard Report Templates


b. Examining Standard Label Templates
c. Creating a Report Template
d. Lab 2

Slide 3
Reporting Training
Session 3:
Topics for Wednesday Afternoon

a. Creating Report Templates (continued)


b. Creating Label Templates
c. Report Template Process
d. Additional Topics
e. Lab 3

Slide 4
Fitting the Pieces Together
Reports are
formatted by
Templates
Label
Report

Forms
interact with
the user

Slide 5
Slide 6
Forms for Operator Input
In PC-DMIS v3.7, Forms were
part of Hyperview Reporting
Forms has its own Editor now
New Editor has familiar tools
that can be used to create
dialogs with the operator
Power of Forms is that it can
pass data from the user to the
part program while providing a
nice user interface
Forms

Slide 7
Navigating to the Forms Editor

Use the Forms


Editor to
create dialogs
to interface
with the
operator

Slide 8
PC-DMIS Forms Editor

Familiar
toolbar

Form

Note Background
Slide 9
Example Form from Tutorial

Border ComboBox
Object Object

Bitmap
Object
Hidden Text
Objects used
Frame to pass data to
Object Radiobutton part program
Object

Text
Object

Text
Object
Button Object

Slide 10
Forms Editor in v4.1
Properties allow
tailoring of an
object for a
specific use

Note the
ListItems
property

Slide 11
Help Tutorial -- Forms

When you click


on each item, it
Later we will do
expands into a
Step-by-Step
this Tutorial as
procedure
part of our first
lab

Slide 12
Connecting a form to a part program
TXTNUMBER

ASSIGN/V1 = " "


CS1 =FORM/FILENAME= F:\FORM\INTERACTIVE DIALOG TEST.FORM
PARAM/TXTNUMBER.TEXT=V1
PARAM/= The OK button saves
ENDFORM/ and applies the
changes and closes
the dialog box.
Slide 13
Inserting a Form

Slide 14
Questions on Forms?

Slide 15
Slide 16
Slide 17
Report Window

Report
Window is
now
separate
from Edit
Window

Slide 18
Report Window
Report
Window
Toolbar

Standard
windows
controls to
minimize,
restore
and close.
With PC-DMIS version 4 the Report and
Edit Windows are separate.
Slide 19
New Menu for Reporting
Version 3.7 Version 4

Slide 20
New Menu for Reporting
Version 3.7 Version 4

Access to
Template Editors
Slide 21
Edit Window Layout Dialog
Version 3.7 Version 4

Hyper-Reports
can no longer
be created
starting with
v4!

Now done
in the
Report Reflects that Edit Window and
Window Report Window have been
separated

Slide 22
Slide 23
Slide 24
Six Standard Reports
TEXTONLY.RTP
Text reporting with labels
Default template unless registry entry specifies
another template
CADONLY. RTP
Entire report based on Cad Object with labels
Page orientation is Portrait
TEXTANDCAD. RTP
Top half Cad (Cad Object) with labels
Bottom half text (Text object) with labels
Slide 25
Six Standard Reports
GRAPHICALANALYSIS. RTP
Feature information is presented in the
Graphical Analysis chart
CADONLY_LANDSCAPE. RTP
Like CADONLY.RTP, the entire report based on
Cad Object with labels
Page orientation is Landscape
PPAP. RTP
Production Part Approval Process report
Concise tabulated report
Slide 26
Standard Reports
Header

1-Touch Reporting

TEXTONLY

Feature

Also the default


report format
Dimension
Slide 27
Standard Reports

1-Touch Reporting
CAD

TEXTANDCAD

Text

Note that labels on


CAD and Text match # of pages is
determined by
format and amount
Slide 28 of data
Standard Reports

1-Touch Reporting

CADONLY

All 5 dimensions
shown on one page

Slide 29
Standard Reports

1-Touch Reporting

GRAPHICALANALYSIS

Slide 30
Standard Reports

1- Touch Reporting
CADONLY_LANDSCAPE

CADONLY report in
Landscape instead
of Portrait
orientation

Slide 31
Standard Reports

1-Touch Reporting

PPAP

Quickly determine
acceptance or rejection
Slide 32
Standard Reports

ViewSets
are not new

What is new
is their
effect on the
Report.
Slide 33
Standard Reports

New page and new CAD view

ViewSets allow different CAD views in the Report


Slide 34
Status Window

Status Window shows


report for current
Slide 35 command
Slide 36
Customizing a Generated Report
Can I alter
How
the report in
the Report Doubl
Window? e
Click?

Yes you
can!

Slide 37
7 Ways to Customize a Report
1. Right click in the report to specify what data is to
be included in the report
2. Right click on a label to specify what data is to be
included in a label
3. Double-click on a CAD image to modify the zoom
and orientation of the image
4. Double-click on a CAD label to reposition the label
5. Right click on a CAD image to modify the number
of labels per page and the label pattern

Slide 38
7 Ways to Customize a Report
6. Right click the GraphicalAnalysis object and
change its properties
7. Double click GraphicalAnalysis object and change
zoom and orientation

Future versions of PC-DMIS will offer


more opportunities to customize the
report right in the Report Window

Slide 39
Customizing a Generated Report
1
Right click
in the report
Was a tab area of a
on the Edit text report,
Window but not on a
Layout label
dialog

Note that you can


get a Text Mode
Dimension Report
Slide 40
Customizing a Generated Report
Text Mode
Dimension
Report

Report when
specified
report template
does not exist

Slide 41
Customizing a Generated Report
Features and
Alignments

Slide 42
Customizing a Generated Report
2
Right click on a label

Show / hide, re-order


named rows and
columns
Should label be
resized when
hiding columns? Where changes apply

Slide 43
Customizing a Generated Report
Double clicking on
3 CAD image
activates image and
allows you to
change orientation
and zoom.

Slide 44
Customizing a Generated Report

Before & After

Slide 45
Customizing a Generated Report
4

Double clicking on
CAD label to
reposition labels
individually.

Slide 46
Customizing a Generated Report

Slide 47
Customizing a Generated Report

Double clicked to
Methods reposition labels
3&4

Double clicked to
reposition image

Slide 48
Customizing a Generated Report
5

Right click CAD


image to change # of
labels per page.
Slide 49
Customizing a Generated Report
6

Right click the


GraphicalAnalysis
object and change its
properties

Slide 50
Customizing a Generated Report
7

Double click
GraphicalAnalysis
object and change
zoom and orientation
Slide 51
Customizing a Generated Report

Slide 52
Customizing a Generated Report
Clear Template Associated Data
Removes the following items used in the current
part program with the current selected report
template:
1. Table customizations on labels
2. Label placement customizations around a CAD image
3. Changes to the rotation or zoom factor of a CAD image
4. Changes made to the report display option

Slide 53
Customizing a Generated Report
Clear Template Associated Data
Removes the following items used in the current
part program with the current selected report
template:
5. Changes to number of labels per page
6. Changes to GraphicalAnalysis properties
7. Changes to GraphicalAnalysis zoom and orientation

Slide 54
Customizing a Generated Report
Clear All Template Associated Data
Does the same as Clear Template Associated
Data but affects all report templates used by the
part program

Slide 55
Customizing a Generated Report

Right click

Slide 56
What Template is Used?
New part program (order of precedence):

1. The report template specified as the default report


template in the registry, if one exists,
2. TEXTONLY.RTP, if it can be found,
3. default.rtp, if it can be found,
4. default.rtp, which PC-DMIS creates.

Slide 57
What Template is Used?
Existing part program (order of precedence):

1. the default report template for this part program, if one


has been established by clicking the "Set as Default
Template" button,
2. the report template specified as the default report
template in the registry, if one exists,
3. TEXTONLY.RTP, if it can be found,
4. default.rtp, if it can be found,
5. default.rtp, which PC-DMIS creates.

Slide 58
Slide 59
Hyperview Reports
Can not be created in PC-DMIS version 4. They must be created
in a previous version.
This is a difference.
Can not be modified in PC-DMIS version 4. They must be
modified in a previous version.
This is a difference.
You can execute a part program in version 4 that uses a
Hyperview Report.
This is the same as before.
You can add a Hyperview Report to a version 4 part program.
This is the same as before.
Interactive dialog is now a separate editor in version 4. It is
called the Forms Editor.
This is a difference, but the editors are similar.

Slide 60
Hyperview Reports

Slide 61
Hyperview Reports

As before!

Slide 62
Hyperview Reports
Hyperview
Reports
have an .rpt
extension

Report
Templates
have an .rtp
extension

Can Insert Hyperview Reports and Report


Templates into the Part Program
Slide 63
Slide 64
Report Window
PC-DMIS includes
template name in title bar

Report
Window
Toolbar

Report Window contents can


not be changed.
Slide 65
Report Window Toolbar
Save Report
Layout Magnification
Set Report as
Default Full Report
Mode

Redraw the Print the Saved Report


Report Last Execution
Report Layouts including
Report Mode
Standard Report
Templates as well
Template as the ones you
Selection save
Dialog

Slide 66
Template Selection Dialog

When you click on


the Template
Selection Dialog
icon you get a list
of Report
Templates

Slide 67
Template Selection Dialog

Click to add your report


template to this list Close Dialog

Remove from List


Slide 68
Template Selection Dialog

Image preview directly


from template unless
Click on template then click
specified by user
Open to use this template
in the Report Window
Slide 69
Change Previews

Can change
preview for both
report and label
templates

Slide 70
Change Previews

Any .bmp or .jpg file can


be used. Make
proportions about 1:1
Slide 71
New PC-DMIS Font

New font
Loaded with PC-DMIS
Provides GD&T symbols

Slide 72
Review 1
Forms now have a separate editor.
Many navigational items regarding Reporting have
not changed.
One important change is that the Report Window has
been separated from the Edit Window.
There is a toolbar attached to the Report Window that
allows us to select report templates.
Templates is a new capability in the PC-DMIS
Reporting system.
Report templates allow us to define the format of our
report.
Slide 73
Review 1
PC-DMIS version 4.1 ships with six standard report
templates Text Only, Text And CAD, CAD Only,
Graphical Analysis, CAD Only Landscape and PPAP.
There are seven options that allow you to customize
the report in Report Window.
We can undo modifications via Clear (All) Template
Associated Data and Remove Object Modifications
A part program can use a Hyperview Report in
version 4, but there are no tools in version 4 to create
or edit a Hyperview Report.
Templates now control the formatting of the report.

Slide 74
Questions?

Slide 75
Lab 1
1. In the Help System, find the Creating Forms. Perform
each step as described.
2. You need a part program with dimensions to do this step
of the lab. You can also use this same part program for
the other Labs. If you do not have a part program with
dimensions, do something like the following:
Use the Hexagon part and CAD file.
Create a part program called Lab1 to:
Read in the IGES file. Make it a 3D solid.
Align to front left corner.
Align CAD to part.
In DCC, measure the four holes that are around the large hole.
Construct a circle through these four holes.
Report location for these five holes.

Slide 76
Lab 1
3. Create a TextOnly Report
Make sure that your selected reporting template is TEXTONLY.RTP.
Run your part program and output the results to Lab1TextOnly.pdf.

4. Create a CADOnly Report


Apply report template CADONLY.RTP.
Output the results to Lab1CadOnly.pdf.

5. Create a TextAndCAD Report


Apply report template TEXTANDCAD.RTP.
Output the results to Lab1TextAndCad.pdf.

Slide 77
Lab 1
6. Use ViewSets
Create at least 3 ViewSets.
Recall each of them in the part program.
Apply the report template TEXTANDCAD.RTP.
Output the results to Lab1TextAndCadViewsets.pdf.

7. Modify the Report in the Report Window


Right click in the report and select Edit. Experiment with the various
options on this dialog and verify their effect on the report.
Right click on a label in the report and select Edit. Experiment with the
various options on this dialog and verify their effect on the report.
Double-click on a CAD image and modify the CAD view.
Double-click on a CAD label and change its location.
Output the results to Lab1TextAndCadModified.pdf.

Slide 78
Lab 1
8. Create a Text Mode Dimension Report
Right click in the report and select Edit. Check Use Text Mode
Dimension Reporting and verify the effect on the report.
Output this report in RTF format to a file named
Lab1TextDimension.rtf.
9. Undo Modifications
Use Remove Object Modifications to undo one or more of your
changes.
Select Clear Template Associated Data and note its affect on the
report.
10. Experiment with the various tools on the Report
Window toolbar

Slide 79 End of Session 1


Slide 80
Examining Standard Templates

Slide 81
Examining Standard Templates
Font
Properties
for selected
object

Object

Docked
Docked Property
Toolbars Sheet

Layout
TEXTONLY.RTP in the Report
Template editor
Slide 82
Examining Standard Templates

Just
Toolbars and Grab &
Property Sheet can Drag
also float (i.e. be
undocked)

Slide 83
Examining Standard Templates
TextReportObject

The Rule Tree


specifies what
data is to be
presented and
in what format

CadReportObject

Label

Three objects that present data and


have a Rule Tree
Slide 84
Examining Standard Templates
Toggle Group Align Center
Ruler Undo

Toggle Zoom Align To Front


Grid Out Edges / Back

Property
Sheet Zoom
in Ungroup Space

Zoom Make
View Snap Regroup
1:1 Same Size Redo
Points

Layout Bar some have menus


Slide 85
Creating a Report Template

From
Help

Slide 86
Examining Standard Templates

Click Rules

TEXTONLY.RPT in the Report


Template editor
Slide 87
Examining Standard Templates

When
to Rules exist
Report if BOLD
Data

Data
format Rule for
Dimension
Location

Report
We will talk more about
Expression
Language Rules and the Rule Tree
Editor later
Slide 88
Standard Report Templates
Questions:
1. What happens if I delete a report template that I
have set as my default for a part program?
If the report template is not found, default.rtp is used. If it
is not found, PC-DMIS creates it. It is a TextReportObject
with no rules.
This is the Text Mode Dimension Report
2. What happens if I modify my report template?
Whenever you click the Redraw button in the Report
Window, or when you run the part program, PC-DMIS will
notice that the report template has been updated and will
use that updated report template.
This is a VERY handy feature!

Slide 89
Examining Standard Templates
Several text
objects

TextReportObject
with rules

PPAP.RTP in the Report


Template editor
Slide 90
Examining Standard Templates

Label Layout

CADReportObject
with rules

CADOnly.RTP in the Report


Template editor
Slide 91
Examining Standard Templates
# of Labels per
page and Layout
Style

Should Leader Lines point


to Measured or Nominal?

CADonly.RTP / clicked on Layout


Labels in Property Sheet
Slide 92
Slide 93
Standard Label Templates
29 Current Standard Label Templates (currently 32 in v4.2)
File_Header.lbl

Reference_ID.lbl

Legacy_Dimension_CAD.lbl

Slide 94
Standard Label Templates
FCF_Label.lbl

Line1.lbl

Slide 95
Standard Label Templates
Line2.lbl

Line3.lbl

Slide 96
Standard Label Templates
Line1, Line2 and Line3 refer to lines or rows in the
Feature Control Frames Table
Line2 is the FCF primary dimension
In some cases, e.g. True Position of a Circle, Line1
presents the size information
Line3 is for a secondary tolerance type or a secondary
dimension

Slide 97
Label Templates
How to view / edit a label template

Slide 98
Label Templates
File header template in Label Template Editor

Slide 99
Label Templates
Double click in
label to put in
Edit mode

Click to select
a single cell

Right click Cell


same cell to expression
bring up Grid
Properties
dialog

Slide
100
Label Templates
How to change the File header label bitmap

Click Select and


browse to new
image. Save or
Save As to rename.

Slide
101
Label Templates
How to change the File header label bitmap

Slide
102
Label Templates
Line1_Size.lbl COUNT(LINE1_
FEATNAME)

Here is the Property Page


for Row 3. Notice that the # of times to
Repeating Group repeat row.
checkbox is checked.

Slide
103
Slide
104
Creating a Report Template

Open the
Report
Template
Editor for a
new
Template

Slide
105
Creating a Report Template

Report
Properties

Portrait or
Landscape

A3, A4, A5, B4, B5


Custom Size
Japanese Postcard
Slide Legal, Letter, Tabloid also available
106
Creating a Report Template

Sectio
nProperti
es Section Height
and Width

Section Rule Tree Units are


about
1000 per
inch
Slide
107
Creating a Report Template

Click the Text icon,


drop onto the editor.
Right mouse or click
Property icon to get
the Property Page Note: always
in Edit mode.
Cant put it in
Run mode.
Slide
108
Creating a Report Template

Properties for:
Font
Colors
Alignment
Size
Location
Orientation
Text

Slide
109
Creating a Report Template
Add a bitmap

Modify properties

Slide 110
Creating a Report Template

Add a TextReportObject
Slide 111
Creating a Report Template

Rules
allow you
to define
how your
data will
be
Click
presented

Add a TextReportObject
Slide 112
Creating a Report Template
Specify the rules
3
1
Click to
specify when
rules apply

Slide 113
Creating a Report Template
Set the
condition What additional text
when rule will or text expression
apply should be included
in the report?

What label or
labels do you After you select a
want to use? label template,
You can have you can change
many labels. the table format

Slide 114
Creating a Report Template
Be as
detailed as
you want
as to when
the rules
should
apply

Slide 115
Exporting / Importing Rules

Slide 116
Review 2
There are six standard report templates.
TextOnly
CADOnly
TextAndCAD
Graphical Analysis
CADOnly_Landscape
PPAP
There is an editor for both Report Templates and
Label Templates so that you can create new
templates and modify existing templates
Multiple copies of each editor can be open simultaneously
Objects comprise Report Templates

Slide 117
Review 2
Three objects have a Rules property so that they can
present measurement data
TextReportObject
CADReportObject
LabelObject
Rules can be reused because of the import / export
functions
Modified report templates are automatically used by
PC-DMIS when the report is redrawn or the part
program is executed
There are properties for the object, the section and
the entire report

Slide 118
Review 2
The Rule Tree specifies:
What data is to be included in the report
The format of the data
There are 29 standard label templates included in
PC-DMIS v4.1
The grid control is unique because:
It has properties for the object
It has properties for individual grid cells
Grid cell properties are set via the Grid Properties dialog

Slide 119
Questions on Standard Templates?

Slide
120
Questions on
Creating a Report Template?

Slide
121
Lab 2
1. Examine the standard report templates
a) Open each of the six standard report templates
b) Examine the objects, properties and rules
2. Create a new report template
a) Using the Report Template Editor create a new report template
called MyTextAndCAD.rtp.
b) Add a Text object and set the Text property to Inspection Report.
c) Add a TextReportObject on the top half of the page and import the
Text rules
d) Add a CADReportObject on the bottom half of the page and import
the CAD rules
e) Add a line object to separate the Title from the TextReportObject
and add a line object to separate the TextReportObject from the
CADReportObject
f) Save this template.
g) Display the report in the Report Window using MyTextAndCAD.rtp.
h) Modify some of the properties of the line objects and resave the
template.
i) Click Redraw on the Report Window toolbar and notice how the
changes affect the report.
Slide
122
Lab 2
3. Delete a report template
a) Rename MyTextAndCAD.rtp to MyDeletedTextAndCAD.rtp so
that it appears to PC-DMIS that the active report template has been
deleted.
b) Click Redraw on the Report Window toolbar and notice how the
deletion affects the report.
4. Modifying a standard label
a) Open File_Header.lbl and save it as MyFile_Header.lbl.
b) Make the following change and then re-save it.
1) change the bitmap
2) modify at least one font
3) modify at least one font size
4) modify at least one cell border
5) modify at least one cell background color
c) Change the rules in MyTextAndCAD.rtp to use MyFile_Header.lbl
instead of File_Header.lbl.
d) Click Redraw on the Report Window toolbar and notice how the
deletion affects the report.

Slide
123
Lab 2
5. Create a new Textonly landscape report template
a) Using the Report Template Editor create a new report template
called TextOnly_Landscape.rpt.
b) Set the report property to landscape.
c) Add a TextReportObject on the top half of the page and import the
Text rules
d) Save the template.
e) In the Report Window, apply this template. The report should be
identical to the TextOnly report except that it is landscape instead of
portrait.

Slide
124
Lab 2

Slide End of Session 2


125
Creating a Report Template
User Assigned Properties:
The ability to create a template now but have the
user specify supplemental data later
But When?
Prompt when the user selects template
In the Template Selection Dialog, when the user selects
Open, the user is prompted for this information
Select this for data specific to a part type but does not
change with each part that is measured
Prompt when executing report
Each time the part program is run, the user is prompted
for this data
Select this for data specific to the individual part; such
as, some type of part identification
Select this for ancillary information about the run; such
as, operator name, CMM ID, etc.
Slide
126
Creating a Report Template

Click
checkbox.
Specify
when user
will be
prompted.

Slide
127
Creating a Report Template
Note prompt
Prompted once
when template
selected, unless
user chooses to
clear template
associated data

Prompted each time


the report is
executed

Slide
128
Creating a Report Template
Prompt at
execution

Entered in Property Sheet

Operator enters name at


[Put Name Here].

Name appears in report in


Slide Text Object.
129
Creating a Report Template
Can in
Yes, I modify the
the Editor.
order of the User
No, Assigned
at execution.
Properties List?

Note: Im in the
Report Template
Editor with the
template open.
Slide
130
Creating a Report Template
Move down

Delete

2 lists to modify:
1. When template
selected
2. When report executed

Move up

Slide
131
Creating a Report Template
Sections
Ability to divide a report into sub-reports
Each sub-report acts as if it has its own
separate report template
Sections print out in the order that they
are defined
All data is made available to all sections
Rules determine if section displays the
data

Slide
132
Creating a Report Template
Sections
Possible uses:
Cover sheet Coming in
Title page v4.2 --
Table of Contents Selective
Summary data!
Detailed data section

Slide
133
Creating a Report Template
Section
properties

Right click
to add a A Rule Tree for
section each Section

Section
name

Multi-section
report
Slide
134
Questions on Creating a User
Assigned Properties?

Slide
135
Slide
136
Label Templates
Object Toolbar
Similar to Report Template Editor
Object Toolbar, except:
No CadReportObject
No Label Object
No TextReportObject
CommandTextObject
No Leaderline

ChartObject
But it does include:
CommandTextObject
AnalysisObject
ChartObject CADImageObject
AnalysisObject
CADImageObject
Slide
137
Label Templates

Resize
Slide
138
Label Templates

There are about 100 pixels


per inch. Therefore, a width
of 200 is about 2 inches.
This is also true in the
Report Template Editor.

Resize

Slide
139
Label Templates
Example Text Object 1 with CommandTextObject
Label ShadowStyle
property

Text Object 2

Slide
140
Label Templates

Grid Control

Another Set size, # of


Example columns and rows,
Label table format
Slide
141
Creating a Report Template
Legacy_Dimension.lbl

Legacy_Dimension.lbl in Edit Mode

Formulas are used to


define what data is to be
displayed in each cell

Slide
142
Creating a Report Template

There are
many
properties
Note the Property here to allow
Page for this cell at you to tailor
Row 1, Column 2. each cell
You put the formula
in the Cell
Expression area.

Slide
143
Label Templates

Legacy_Dimension.lbl
is a Grid Control

Cell properties

Merge multiple cells as one


Slide
144
Creating a Report Template

A cell can contain


text (including a
formula or
expression), an
image or an ActiveX
control.

Slide
145
Label Templates

This equation
determines how many
times to repeat this
row

Slide
146
Label Templates
Rule for Dimension Location is:
Same "legacy_dimension.lbl"
USE TEMPLATE
Label
3 Rows
Template Point

4 Rows Sphere

Cone
5 Rows

Slide
147
Label Templates

Slide
148
Slide
149
Rule Tree Editor

Main categories of
Rules

Slide
150
Rule Tree Editor

Rules for
comments, file
operations, etc.

Slide
151
Rule Tree Editor

Rules for DMIS,


conditional flow
Think
etc.outside
Rules
statements, are for
the box
more thanand
just
templates
dimensions
may
and
solve
feature
other
measurements
problems

Slide
152
Rule Tree Editor

Specify to what
the label shall
apply. Here Click
Features are Add to
highlighted. add first
rule

Slide
153
Rule uses Label Template
Already filled
in for you.
Applies to all
Check here Features

Enter Label Template file name

Slide
154
Rule Uses Text Expression
Already filled
in for you.
Applies to all
Features

Check here

Message to output to report

Slide
155
Create a Report Template
Conditionally
outputting text

Conditionally
Using a Label

Only if a characteristic
of Dimension Location
is Out-Of-Tolerance
will the text or label be
output to the Report

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156
Create a Report Template
Both
rules
added to
the Rule
Tree

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157
What if Rules Conflict?
All apply?
Rule Here
None?
Which one?
Rule Here

Child
overrule
s Parent
!
What if there
was a rule here?

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158
Rules about Rules
Rule Tree Rules
Multiple rules per command
Can be applied unconditionally or conditionally
A rule can put out text directly or provide
information based on the format of a label
template
Can use conditional expressions using the
Reporting Expression Language
Can use a text expression using the Reporting
Expression Language
You can specify an initial grid format (label
template)
You can specify order that the rules are applied
Parent node rule applies to a child node only if
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the child node has no rule
159
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160
Report Expression Language
See the Help File
Table of Contents
PC-DMIS 4 Core Help File
Reporting Measurement Results
Creating Custom Reports
About Report Expressions
Edit Window pop-up can provide data type
name used in report expressions
Can also be used in properties

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161
Typical Report Language Expressions
=ID - This displays the feature or dimension ID.
=DIM_MEASURED:N - This displays a dimension's measured value.
=UNIT_TYPE - This displays the unit What is N? for the feature or
of measurement
dimension.
=LOADSTR - This loads a string from a table of stored strings within PC-
DMIS.
=AXIS:N - This displays the current axis name The NYAXIS, or ZAXIS).
(XAXIS,
=NOMINAL:N - This displays the nominal data for a feature.
expression
=F_PLUS_TOL:N - This displays a feature's plus tolerance.
evaluates to the
=F_MINUS_TOL:N - This displays a feature's minus
current tolerance.
iteration
=DIM_OUTTOL:N - This displays the out of tolerance
value value for a
of a repeating
dimension.
row or column.
=DIM_MAX:N - This displays the maximum possible in-tolerance upper
value for a dimension.
=DIM_MIN:N - This displays the minimum possible in-tolerance lower
value for a dimension.

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162
Report Expression Language
Legacy_Dimension.lbl

=TOL(AXIS:N,DIM_OUTTOL:N, 0.0, 0.0)

=LOADSTR(-572) [loads string from resources]

=GDT_SYMBOL

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163
Report Expression Language
TOL
=TOL(DIM_DEVIATION:N,DIM_MEASURED:N,
NOMINAL:N+F_PLUS_TOL:N,NOMINAL:N-F_MINUS_TOL:N)

From Help

If expression 4 is between expression 2 and


expression 3, then set the string in expression
1 to the marked color; otherwise, set it to the
error color

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164
Report Expression Language
Legacy_Dimension.lbl

=TOL(DIM_MEASURED:N,DIM_OUTTOL:N,0.0,0.0)

=ID + IF(LEN(REF_ID:1) > 0, " - " + REF_ID:1, "


") + IF(LEN(REF_ID:2)>0 AND REF_ID:1 <>
REF_ID:2, " " + LOADSTR(-247) + " " +
REF_ID:2, " ")

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=UNIT_TYPE
165
Report Expression Language
There are four areas where you can insert report
expressions:

1) The Rules Tree Editor in the Conditional Expression and


Text Expression boxes.

2) The GridControlObject in its grid cells.

3) The GridControlObject in the Repeat Expression box in the


Row tab for repeat expressions.

4) Property Sheet Values on edit fields or combo boxes that take


text values.

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166
Report Expression Language
From Help:

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167
Report Expression Language
Edit Rule / Conditional Expression
MEAS > (NOMINAL + PLUS_TOL) OR MEAS < (NOMINAL MINUS_TOL)
TOGGLEVALUE(TEXT_ANALYSIS)>0
Edit Rule / Text Expression
***** Feature is Out-Of-Tolerance *****
GridControlObject / Repeat Expression
=COUNT(AXIS)
Property Sheet / Properties with text values
=REF_ID
=REVISION_NUMBER
=PART_NAME
=SYSTEMTIME("HH:mm")
GridControlObject / Cell
Blue Black Yellow =RGB("Blue",0,0,255) + RGB(" Black",0,0,0) + RGB(" Yellow",255,255,0)
=TOL(DIM_DEVIATION:N,DIM_MEASURED:N,
NOMINAL:N+F_PLUS_TOL:N,NOMINAL:N-F_MINUS_TOL:N)

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168
ActiveX Controls
Can be added:
Directly to a Label Template
To a cell of a Grid Control
Directly to a Report Template
5 ActiveX controls ship with PC-DMIS
ActiveX controls have 2 sets of properties
Properties common to all ActiveX controls
e.g. This.Left
Properties unique to a control (.X)
e.g. This.X.EventReportData

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169
ActiveX Controls
1. Best Fit Analysis
Red dots
before best
fit

Used for Alignments

Green bar #s 1 4 represents 4


after best fit features used in best fit

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170
ActiveX Controls
2. Dimension Analysis

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171
ActiveX Controls
3. Feature Analysis

4. Dimension Report Linear

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172
ActiveX Controls

5. Dimension Report Radial

Coming in
v4.2 --
More
ActiveX
controls!
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173
Event Report Data

Best_Fit_Analysis.lbl
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174
ActiveX Controls
ActiveX Color
It is a property of the control, not of PC-DMIS
To get to this property, in the Label Template
Editor,
Open the label template for editing
Right click to show the grid control properties in
the Property Sheet
Double click the ActiveX control to show its
properties in the Property Sheet
In the Property Sheet, under the ActiveX
category, click on next to OCXProperties

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175
ActiveX Controls

# of zones

How to assign
colors in zones Click to get
color wheel
Assign colors
individually
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176
Automation

1
From Help

2 3 4 5 6

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177
Automation
Dim App As PCDLRN.Application
App = CreateObject("PCDLRN.Application") 1
Dim Reports As PCDLRN.ReportTemplates
Reports = App.ReportTemplates 2
Dim Report As PCDLRN.ReportTemplate
Report = Reports.Add 3
Dim Sections As PCDLRN.Sections
Sections = Report.Sections 4
Dim Section As PCDLRN.Section
5
Section = Sections.Item(1)
Dim ReportObjects As PCDLRN.ReportControls
ReportObjects = Section.ReportControls 6

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178
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179
New in PC-DMIS v4.1
1. Remove changes in right click menu with Edit.
2. New object on Label Editor toolbar called CADimage object.
3. PPAP.RTP (Production Part Approval Process Report).
4. Status Window is dockable in CAD Window and scrollable.
5. Leader lines can terminate at the nominal or measured values.
6. When printing, you can turn off the background colors.
7. Foreground / background colors are not limited to 16 colors.
8. Three new ways to modify a report.
a. Right click GraphicalAnalysis object and change its properties
b. Double click GraphicalAnalysis object and change zoom and orientation
c. Change number of labels on a page without going to the Template Editor.

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180
Anticipated Additions to v4.2
1. Custom Reporting (reports designed for a
specific part program)
a. Custom Report Editor to create and edit custom reports
Anticipated
b. Drag and drop from Summary Mode
c. Sections become pages which can be added and
removed
2. Duplicate a report page
in
3. Page Size andPC-DMIS
Page Orientation properties
will be moved to the Section/Page object so
v4.2
that a report can have a mixture of landscape
and portrait pages.
4. Custom Reports can be created from a
template or another Custom Report
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181
Anticipated Additions to v4.2
5. Like Template Selection Dialog icon, additional
icon on Report Window toolbar for Custom Report
Selection Dialog
6. CAD label and CADReportObject can be resized
7. All report objects can be moved
8. Copy / Paste rules
9. New ActiveX controls
10.Auto-zoom option for the CAD view
11.Collated sections
12.Access to total number of pages (page x of y)
13.Section cut profile control

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182
Anticipated Additions to v4.2
14.First page layout so the report can have an
expanded first page of information and the rest of
the report can have an abbreviated heading
15.Ability to pre-set a fixed size for a label
16.Selective data; that is, each section can select
only the data it needs
17.Boundary leader lines (like CAD blue print) to
show labels for distance and angle between
dimensions
18.Optional small, medium or large color ball at end
of leader line

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183
Reporting Training
Additional Training Information:
1. Forms
Tutorial: Creating Forms
2. Custom Reports
Creating a Custom Report Template
3. Custom Labels
Creating a Custom Label Template

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184
Reporting Training
PowerPoint Presentation:
ftp://ftp.wilcoxassoc.com/Template Training\
Reporting2006July.ppt

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185
Reporting Training

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186
Review 3
User Assigned Properties
Allow you to create a template now but have information
provided later
When template selected
When report executed
UAP properties can be re-ordered in the template editor
Sections
Divide the report into sub-reports
Each section has its own objects and rules
Order of the sections is the order of the report
Label Template Editor Toolbar
Similar to Report Template Editor toolbar without objects that
have rules
Four objects added
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187
Review 3
Grid Control is Unique
The control has properties
Individual cells of the grid each have properties
A cell can contain:
Text (or text expression),
Image
ActiveX Control
Repeating rows of a grid control make labels more flexible
Rules are for more than features and dimensions
May provide other uses of templates
There are 5 ActiveX controls loaded by PC-DMIS
Most useful by labels
Reporting has an Automation interface

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188
Review 3
Report Expression Language can be used wherever
text is used
The Rules Tree Editor in the Conditional Expression and
Text Expression boxes.
The GridControlObject in its grid cells.
The GridControlObject in the Repeat Expression box in the
Row tab for repeat expressions.
Property Sheet Values on edit fields or combo boxes that
take text values.

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189
Questions?

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190
Lab 3
1. Open PPAP.RTP and save it as Multi.RTP
(for the rest of this Lab, for UAP your choice when to prompt)
a) Add a Section called TextOnly
b) Add a text object
a) Center it at the right half of the top of the page
b) Set Alignment to right
c) Set the Text property to Enter Report Title here and check UAP
d) Change the ForeColor property to blue and check UAP
e) Set the Font property to Arial, 20 point, Bold and check UAP
f) Set ShadowStyle to Bottom/Right and check UAP
c) Add a Bitmap object
a) Put object in the upper left corner of the page
b) Set the Bitmap property to wai.bmp and check UAP
c) Set the Layout property to Size to Fit
d) Add a TextReportObject
a) Size it for the rest of the page
b) Import the TextOnly rules
c) Check UAP for all of the Show properties
e) Apply this template in the Report Window
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191
Lab 3
2. Open Multi.RTP in the Report Template Editor
a) Create a new Section called CADOnly
a) Add a CADReportObject that fills the page
b) Import CAD rules
b) Apply this template in the Report Window
3. Open Multi.RTP
a) Create a new Section called TextAndCAD
b) Add a TextReportObject to the top of the page
c) Import the TextOnly.rul rules
d) Add a CADReportObject to the bottom of the page
e) Import the CAD.rul rules
f) Apply this template in the Report Window

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192
Lab 3
4. Open Multi.RTP
a) Create a new Section called Front Page
b) Change the order of the Sections so that:
1) Front Page
2) CADonly
3) TextOnly
4) TextAndCAD
5) PPAP
c) Add several text objects in two columns. In the left column, set
text property to:
a) Operator Name
b) CMM ID
c) Department
d) Supervisor Name

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193
Lab 3
d) In the right column have corresponding text objects with UAP
checked so that the operator will enter this information
e) Add a bitmap object on the bottom half of the page. Use print
screen to capture a part image. Save it as a .jpg in Paint. Use
this image in the bitmap control.
f) Save and then apply this report in the Report Window
5. Create a label called OutOfTolerance.lbl. Add border
objects with background color. In the center add a Text
object. Set its Text property to * Out of Tolerance *.

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194
Lab 3
6. Use of conditional rule:
a) In the TextOnly Section, for the TextReportObject, add a rule to
Location Dimension that says:

IF DIM_OUTTOL:N>0 THEN USE TEMPLATE OutOfTolerance.lbl.

b) Save and then apply this report in the Report Window. Note how
adding this rule affected the report.
7. Experiment by adding other sections to this report.

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195

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