Pc-dmis version 4.2 This is a note Reporting Training.

pc-dmis version 4.2 This is a note Reporting Training

Reporting -- Changes to the User Interace

Report Window is now separate from Edit Window

Standard windows controls to minimize, restore and close.
Report Window Report Window Toolbar and Standard windows controls to minimize, restore and close. Starting with PC-DMIS version 4 the Report and Edit Windows are separate.

New Menu for Reporting Version 3.7 Version 4.2

Access to Template and Custom Report Editors
New Menu for Reporting Version 3.7 Version 4.2 Access to Template and Custom Report Editors

Menu for Insert Report Command
Differences in Menu: Hyperview Report has been replaced by Custom Report, Template Report and Legacy Report Menu list is now alphabetized. Menu item “Screen Capture” has been added.

Edit Window Layout Dialog
Version 3.7 Version 4.2 Hyper-Reports can no longer be created starting with v4! Now done in the Report Window Reflects that Edit Window and Report Window have been separated

Reports -- 1- Touch Reporting

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

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

Standard Reports Header 1-Touch Reporting TEXTONLY Feature Dimension
Also the default report format Dimension

Standard Reports 1-Touch Reporting TEXTANDCAD CAD Text
Note that labels on CAD and Text match # of pages is determined by format and amount of data

All 5 dimensions shown on one page
Standard Reports 1-Touch Reporting CADONLY All 5 dimensions shown on one page

Graphs for Circularity, Cylindricity, Flatness and Straightness
Standard Reports 1-Touch Reporting GRAPHICALANALYSIS Graphs for Circularity, Cylindricity, Flatness and Straightness

CADONLY report in Landscape instead of Portrait orientation
Standard Reports 1- Touch Reporting CADONLY_LANDSCAPE CADONLY report in Landscape instead of Portrait orientation

Quickly determine acceptance or rejection
Standard Reports 1-Touch Reporting PPAP Quickly determine acceptance or rejection

What is new is their effect on the Report.
Standard Reports ViewSets are not new What is new is their effect on the Report.

Standard Reports ViewSets allow different CAD views in the Report
New page and new CAD view ViewSets allow different CAD views in the Report

Also works in Command Mode
Status Window Also works in Command Mode Status Window shows report for current command

Reports -- Customizing a Report

Ways to Customize a Report
Right click in the text section of a report and select: “Edit Object” to specify what data is to be included in the report (e.g. Features, Alignments, etc.) “Duplicate Page” to make a copy in the Report Window of the current page “Add Object on Page / Section Cut Profile” to add a cut-away view of the CAD model “Add Object on Page / Custom Label” to add a label to the page based on a selected label template “Remove Object Modifications” to Undo modifications to an object

Right click on a label and select “Edit Object” to specify what data is to be included in a label Right click on a label and select “Change Template” to change the formatting of that data Right click on a CAD label and select “Hide Selected Labels” to make the label not visible Right click on a CAD image that has hidden labels and select “Show Hidden Labels” to make the hidden labels visible Double-click on a CAD image to modify the zoom and orientation of the image

Double-click on a CAD label to reposition the label Right click on a CAD image and select “Edit Object” to access the Label Layout Wizard Right click the GraphicalAnalysis object and change its properties Double click GraphicalAnalysis object and change zoom and orientation File | Reporting | Clear Template Associated Data File | Reporting | Clear All Template Associated Data

Customizing a Generated Report
Clear Template Associated Data Removes all report customizing used in the current part program with the current selected report template

What Template is Used? New part program (order of precedence):
The report template specified as the default report template in the registry, if one exists, TEXTONLY.RTP, if it can be found, default.rtp, if it can be found, default.rtp, which PC-DMIS creates.

What Template is Used? Existing part program (order of precedence):
the default report template for this part program, if one has been established by clicking the "Set as Default Template" button, the report template specified as the default report template in the registry, if one exists, TEXTONLY.RTP, if it can be found, default.rtp, if it can be found, default.rtp, which PC-DMIS creates.

Operational Considerations
Other Operational Considerations

PC-DMIS includes template name in the Report Window Title Bar

Report Window Toolbar Save Layout Report Magnification
Saved Custom Reports Set Report as Default Full Report Mode Redraw the Report Print the Report Last Execution Report Mode Saved Report Templates including 6 standard report templates Template Selection Dialog Custom Report Selection Dialog

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

Click to add your report template to this list Close Dialog Remove from List

Image preview directly from template unless specified by user Click on template then click Open to use this template in the Report Window

Can change preview for report and label templates
Change Previews Can change preview for report and label templates

Any .bmp or .jpg file can be used. Make proportions about 1:1
Change Previews Any .bmp or .jpg file can be used. Make proportions about 1:1

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

Examining Standard Report Templates

Examining Standard Templates
TextOnly

Font TEXTONLY.RTP in the Report Template editor Object Docked Property Sheet Properties for selected object Docked Toolbars Layout

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

TextReportObject The Rule Tree specifies what data is to be presented and in what format CadReportObject Label Three objects present data and have a Rule Tree

Toggle Ruler Group Align Center Undo Toggle Grid To Front / Back Zoom Out Align Edges Property Sheet Zoom in Ungroup Space Here is the second toolbar on the Report Template Editor, the Layout Toolbar. These items are: Property Sheet – make the property sheet visible Toggle Grid – toggle the grid on / off View Snap Points – show / hide snap points Toggle Ruler – show / hide the ruler Zoom In – zoom in 100% Zoom Out – zoom out 100% Zoom 1:1 – zoom to 1:1 Group – make selected objects into a group Ungroup – ungroup into individual objects Regroup – regroup selected objects into a group Align Edges – align to selected edge Align Center – align centers to dominant object Space – evenly space between first and last object Make Same Size – make all objects same size as dominant object in width, height, or both To Front / To Back – bring object to front or move object to back Undo – undo previous edit function Redo – redo previous “undo” function I think most of these functions are self-explanatory. Zoom 1:1 Make Same Size View Snap Points Regroup Redo Layout Bar – some have menus

Creating a Report Template
From Help

Click Rules TEXTONLY.RPT in the Report Template editor

When to Report Data Rules exist if BOLD Data format Rule for Dimension Location Report Expression Language We will talk more about Rules and the Rule Tree Editor later

Standard Report Templates
Questions: 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 similar to Text Mode Dimension Report 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!

Several text objects TextReportObject with rules PPAP.RTP in the Report Template editor

Label Layout CADReportObject with rules CADOnly.RTP in the Report Template editor

# of Labels per page and Layout Style Leader Lines point to Measured or Nominal? 2 leader lines? Feature centroid? Color ball on leader line? Border? Auto-Zoom CAD image? CADonly.RTP / click on Labels Layout in Property Sheet

Examining Standard Label Templates

Standard Label Templates
33 Current Standard Label Templates File_Header.lbl Reference_ID.lbl Legacy_Dimension_CAD.lbl

FCF_Label.lbl Line1.lbl

Line2.lbl Line3.lbl

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

Label Templates How to view / edit a label template

Label Templates File header template in Label Template Editor

Label Templates Double click in label to put in Edit mode
Click to select a single cell Right click same cell to bring up Grid Properties dialog Cell expression Cell properties

Label Templates How to change the File header label bitmap Change bitmap Click Select and browse to new image. Save or Save As to rename. Templates are installed with the Read-only attribute set

COUNT(LINE1_FEATNAME)
Label Templates COUNT(LINE1_FEATNAME) Line1_Size.lbl Here is the Property Page for Row 3. Notice that the Repeating Group checkbox is checked. # of times to repeat row.

Creating a Report Template

1 Open the Report Template Editor for a new Template

Report Properties Portrait or Landscape 2 Other Page Size options depend on installed printer drivers; such as, A3, A4, A5, B4, B5

New Item in Report Template Editor
Section Cut Profile New in v4.2

SectionProperties Section Height and Width 3

Click the Text icon, drop onto the editor. Right mouse or click Property icon to get the Property Page 4 Note: always in Edit mode. Can’t put it in Run mode.

Properties for: Font Colors Alignment Size Location Orientation Text 5

Add a bitmap Modify properties 6

Note correlation of “Show” items 7 Add a TextReportObject

Rules allow you to define how your data will be presented Click TextReportObject 8

1 3 Click to specify when rules apply Specify the rules 2

Set the condition when rule will apply What additional text or text expression should be included in the report? After you select a label template, you can change the table format What label template do you want to use?

Exporting / Importing Rules

Does not use System Copy buffer / e.g. can’t paste into NotePad
Copy / Paste Rules Does not use System Copy buffer / e.g. can’t paste into NotePad

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.

Click checkbox. Specify when user will be prompted.

Note prompt Prompted once when template selected, unless user chooses to clear template associated data Prompted each time the report is executed

Prompt at execution Entered in Property Sheet Operator enters name at [Put Name Here]. Name appears in report in Text Object.

Yes, in the Editor. No, at execution. Can I modify the order of the User Assigned Properties List? Note: I’m in the Report Template Editor with the template open.

Move down Delete 2 lists to modify: 1. When template selected 2. When report executed Move up

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 Data is made available to all sections based on two properties: Command Set Maximum Number of Pages Rules determine if section displays the data

Sections Possible Report Outline: Cover sheet Title page Summary Report Detailed data section

Section properties Properties that control data selection Right click to add a section Section name Multi-section report

New Section Properties
All Commands - The setting will process the entire command set in the current section (Page tab). This is the default value. Continue from Previous Section - This setting continues to process the command set from the previous section, continuing where the last section stop processing. Same as Previous Section - This setting will cause the section (Page tab) to take exactly the same command set as the previous section. The head section and all subsequent sections with this setting will form a mini-group. All subsequent sections in the mini group will create one page with the head page. Defines the Maximum Number of Pages that will use the design of the current Page tab in the report. For example, if you set this value to 2, but you have easily enough dimensions in your part program to fill five pages, the section will not process commands once the number of pages for that section reaches the specified maximum of two pages. The current process command will need a newly created section (Page tab) in order to display additional information. The default value of 0 means there is no maximum and so all pages will be displayed.

Example 1 of "Command Set" & "Maximum Number of Pages"
In the following examples suppose that your report template has four sections named A, B, C, and D and that each contains a TextReportObject. Additionally, suppose that your part program has enough dimensions to display three pages of dimensions per section. PC-DMIS would display the pages in the final report like this: A1,A2,A3,B1,B2,B3,C1,C2,C3,D1,D2,D3 Section Max. # of Pages Command Set A All Commands B C D

In the following examples suppose that your report template has four sections named A, B, C, and D and that each contains a TextReportObject. Additionally, suppose that your part program has enough dimensions to display three pages of dimensions per section. PC-DMIS would display the pages in the final report like this: A1,B1,B2,B3,C1,C3,C3,D1 Section Max. # of Pages Command Set A 1 All Commands B C D

In the following examples suppose that your report template has four sections named A, B, C, and D and that each contains a TextReportObject. Additionally, suppose that your part program has enough dimensions to display three pages of dimensions per section. PC-DMIS would display the pages in the final report like this: A1,B1,C1,B2,C2,B3,C3,D1 Section Max. # of Pages Command Set A 1 All Commands B C Same as Previous Section D

In the following examples suppose that your report template has four sections named A, B, C, and D and that each contains a TextReportObject. Additionally, suppose that your part program has enough dimensions to display three pages of dimensions per section. PC-DMIS would display the pages in the final report like this: A1,B2,C2,B3,C3,D1 Section Max. # of Pages Command Set A 1 All Commands B Continue From Previous Section C Same as Previous Section D

Creating Label Templates

Label Templates Object Toolbar
Similar to Report Template Editor Object Toolbar, except: No CadReportObject No Label Object No TextReportObject No Leaderline But it does include: CommandTextObject AnalysisObject ChartObject CADImageObject CommandTextObject ChartObject CADImageObject AnalysisObject

Label Templates Resize
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

Label Templates Example Label Text Object 1 with ShadowStyle property
CommandTextObject Text Object 2

Set size, # of columns and rows, table format
Label Templates Grid Control Another Example Label Set size, # of columns and rows, table format

Legacy_Dimension.lbl Legacy_Dimension.lbl in Edit Mode Formulas are used to define what data is to be displayed in each cell

Could be multiple cells, entire row or entire column You put the formula in the Cell Expression area. Note the Property Page for this cell at Row 1, Column 2. There are many properties here to allow you to tailor each cell

Label Templates Legacy_Dimension.lbl is a Grid Control
Merge multiple cells as one

A cell can contain text (including an expression), an image or an ActiveX control.

This equation determines how many times to repeat this row
Label Templates This equation determines how many times to repeat this row

Rule for Dimension Location is: USE TEMPLATE "legacy_dimension.lbl"
Label Templates Rule for Dimension Location is: USE TEMPLATE "legacy_dimension.lbl" Point 3 Rows Sphere 4 Rows Same Label Template Cone 5 Rows

List based on Table selected
Label Templates List based on Table selected

More About Rules

Main categories of Rules
Rule Tree Editor Main categories of Rules

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

Rule uses Label Template
Already filled in for you. This rule applies to all Features Check here … or browse For the label template Enter Label Template file name

Rule Uses Text Expression
Check here Message goes to the report for each feature IF Command Type = Features Then DISPLAY TEXT EXPRESSION “Message for features"

Create a Report Template
Conditionally output text expression If the MINOR_WORD_TOGGLE of the referenced feature is “CIRCLE” then display its BF_MATH_TYPE

Create a Report Template
Rule added to the Rule Tree

What if Rules Conflict? All apply? None? Which one? Rule Here
Child overrules Parent ! What if there was a rule here?

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 the child node has no rule

Additional Topics

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

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 of measurement for the feature or dimension. =LOADSTR - This loads a string from a table of stored strings within PC-DMIS. =AXIS:N - This displays the current axis name (XAXIS, YAXIS, or ZAXIS). =NOMINAL:N - This displays the nominal data for a feature. =F_PLUS_TOL:N - This displays a feature's plus tolerance. =F_MINUS_TOL:N - This displays a feature's minus tolerance. =DIM_OUTTOL:N - This displays the out of tolerance value for a dimension. =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. What is “N”? The “N” expression evaluates to the current iteration value of a repeating row or column.

Legacy_Dimension.lbl =TOL(AXIS:N,DIM_OUTTOL:N, 0.0, 0.0) =LOADSTR(-572) [loads string from resources] =GDT_SYMBOL

TOL =TOL(NOMINAL:N,DIM_OUTTOL:N, 0.0, 0.0) From Help If expression 2 is between expression 3 and expression 4, then set the string in expression 1 to the marked color; otherwise, set it to the error color TOL determines if expression 4 is between expression 2 and 3. If it is, it assumes to be in-tolerance and displays the string in expression 1 in the marked color. If it is not between expression 2 and 3, it assumes to be out-of-tolerance and displays the string in expression 1 in the error color, which is usually red. It first appears to be somewhat confusing, but when you examine an example like this, I think it becomes much clearer. Again, you will see this in many of the standard label templates.

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, " ") =UNIT_TYPE

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.

From Help:

Edit Rule / Conditional Expression TOGGLEVALUE(TEXT_ANALYSIS)>0 Edit Rule / Text Expression ***** Dimension 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 =RGB("Blue",0,0,255) + RGB(" Black",0,0,0) + RGB(" Yellow",255,255,0) =TOL(NOMINAL:N,DIM_OUTTOL:N, 0.0, 0.0) Blue Black Yellow

ActiveX Controls Can be added: Directly to a Label Template
To a cell of a Grid Control Directly to a Report Template 6 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

ActiveX Controls Best Fit Analysis Used for Alignments
Red dots – before best fit Used for Alignments Green bar – after best fit #’s 1 – 4 represents 4 features used in best fit

ActiveX Controls Dimension Analysis

ActiveX Controls Feature Analysis Dimension Report Linear

ActiveX Controls Dimension Report Linear2 Dimension Report Radial

Uses for ActiveX Controls
Best Fit Analysis BEST_FIT_ANALYSIS.LBL Used in Best Fit 2D & 3D Alignment rule in TextOnly.RTP Feature Analysis FEATURE.LBL Used in Features rule in TextOnly.RTP Dimension Report Linear LEGACY_DIMENSION.LBL Used in Dimension Location rule in TextOnly.RTP Dimension Report Radial LEGACY_DIMENSION_TRUE_POSITION.LBL Used in Dimension True Position rule in TextOnly.RTP

Uses for ActiveX Controls
Dimension Analysis Not used directly in a template Used by GraphicalAnalysis Does not have exposed methods It is in the list when you insert an ActiveX control into a template Dimension Report Linear2 Not currently used by any standard template Could be used in place of Dimension Report Linear in Legacy_Dimension.lbl Changes to use Dimension Report Linear2 in Legacy_Dimension.lbl Set EventReportData to This.X.EventReportData ReportData Set Deviation to =DIM_DEVIATION:N Set NegativeTolerance to =F_MINUS_TOL:N Set PositiveTolerance to =F_PLUS_TOL:N

Event Report Data Best_Fit_Analysis.lbl

Automation From Help 1 2 3 4 5 6

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

Custom Reports

Custom Reports Unlike templates, Custom Reports are specific to a part program Custom Reports are stored in the part program Custom Reports are very similar to Hyperview Reports Tools exist to convert Hyperview Reports to Custom Reports Custom Reports are created via “drag ‘n drop” from the Edit Window (Summary Mode) You can use a Custom Report from another part program as a “starting point”

Editing a Custom Report In another part program
In this part program In another part program

Creating a Custom Report Always stored in this part program

Creating a Custom Report
Report Template Object Bar Label Template Object Bar

TEXTONLY.RUL from resources Each Page has its own Rule Tree

Uses File_Header.lbl as specified in the Rule Tree Drag ‘n Drop

Uses Feature.lbl as specified in the Rule Tree

Uses legacy_Dimension.lbl as specified in the Rule Tree

To change feature or dimension, drag onto existing label

Alignment tool makes it easier to align two objects

Using a Label Object

Just like Report Templates, right click

Note equations Aligned grid. Added text to two cells.

Creating a Custom Report CADReportObject also has a Rule Tree

International NO sign says that this is not allowed What about an illegal move like dragging a feature onto a Text Object?

Empty list shows no rules for this command What about commands for which there are no rules? A File / Open dialog allows you to select Label Template

Rules About Rules Like Templates, Custom Reports use a Rule Tree to determine what Label Templates should be used in your report. A default set of rules is automatically included, so you only need to change the default rules if you want your data formatted differently. A blank custom report defaults to TextOnly.RUL from resources CADReportObject uses CAD.RUL from resources Label Object is only a container and does not have a rule tree. You will be prompted for a Label Template

Extra Drag ‘n Drop Features
While performing the drop of a command (such as a feature or dimension), if you hold down the SHIFT or CTRL keys and you release the button, PC-DMIS does the following: SHIFT key - PC-DMIS will insert a CommandTextObject for that item. CTRL key - PC-DMIS will display an Open dialog box allowing you to select a different label template for the item.

Questions?

Pc-dmis version 4.2 This is a note Reporting Training.

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