Schematic Reports (9:00 min)

Completion Time:  30 Minutes

Prerequisites

Objective:  In this exercise, you create and save the following reports:
■ A Bill of Materials report, extracted from a single drawing, and placed in the drawing.
■ A wire From/To report, extracted from all the project drawings, and saved as an Excel file.
■ A Component Wire List report, extracted from all project drawings, modified to create a wire number list, and saved as an ASCII text file.

Instructions

1:  If the Project Manager is not displayed, on the Project tab, Project Tools panel, click Manager.

 

2:  If Schematic_Reports_NFPA is the active project, skip to step 6. If it is open but not active, in the Project Manager, do the following:
■ Right-click Schematic_Reports_NFPA.
■ Click Activate.
■ Skip to step 6.

3:  In the Project Manager, click Open Project.

4:  Browse to where you installed the exercise files. Select Schematic_Reports_NFPA.wdp. Click Open.

5:  From the Projects list, click the expansion node next to Schematic_Reports_NFPA to expand the drawing list.

6:  Right-click Schematic_Reports_NFPA_04.dwg. Click Open.

7:  On the Reports tab, Schematic panel, click Reports.

 

8:  Create a Bill of Materials report, as follows:
■ In the Schematic Reports dialog box, from the Report Name list, select Bill of Material.
■ Click Active Drawing.
■ Under Include Options, click All the Above.
■ Click Normal Tallied Format.
■ Under Installation Codes to Extract, click All.
■ Under Location Codes to Extract, click All.
■ Click OK.

9:  If requested, in the Qsave dialog box, click OK.

10:  In the Report Generator dialog box, scroll through the list, comparing the information in the report with the components inserted on the drawing.

 

11:  Click Put On Drawing.

12:  In the Table Generation Setup dialog box, accept all default values. Click OK.

13:  Pan to the left of the drawing and insert the table in the empty area outside of the title block.

 

14:  In the Report Generator dialog box, click Close.

15:  Zoom in on the bill of materials table. Compare the table to the report as displayed in the Report Generator.

 

16:  On the Report tab, Schematic panel, click Reports.


 

17:  Create a wire From/To report, as follows:
■ In the Schematic Reports dialog box, from the Report Name list, select From/To.
■ Click Project.
■ Click OK.

18:  If requested, in the Qsave dialog box, click OK.

19:  In the Select Drawings to Process dialog box, click Do All. Click OK.

20:  In the Location Code Selection dialog box, click All>>.

21:  Click <<All. Click OK.

22:  In the Report Generator dialog box, click Save to File.

23:  In the Save Report to File dialog box, click Excel Spreadsheet Format (.xls). Click OK.

24:  In the Select File for Report dialog box, accept the default folder, Documents, and default file name, WIREFRM2.XLS. Click Save.

25:  In the Optional Script File dialog box, click Close- No Script.

26:  In the Report Generator dialog box, click Close.

27:  In the Location Code Selection dialog box, click Cancel.

28:  Open Windows Explorer and browse to the Documents folder.

29:  In the Documents folder, double-click WIREFRM2.xls.

30:  Compare the Excel spreadsheet to the report as displayed in the Report Generator.

 

31:  Close Excel.

32:  Close the Documents folder.

33:  On the Reports tab, Schematic panel, click Reports.

 

34:  Create a Component Wire List report, as follows:
■ In the Schematic Reports dialog box, from the Report Name list, select Component Wire List.
■ Click Project.
■ Under Installation Codes to Extract, click All.
■ Under Location Codes to Extract, click All.
■ Click OK.

35:  In the Select Drawings to Process dialog box, click Do All. Click OK.

36:  In the Report Generator dialog box, click Change Report Format.

37:  In the Component Wire List Data Fields to Report dialog box, click Remove All.

38:  From the Available Fields list, select WIRENO. Click OK.

 

The Component Wire List report is generated and displays only wire numbers.

39:  In the Report Generator dialog box, click Save to File.

40:  In the Save Report to File dialog box, click ASCII Report Output (as Shown). Click OK.

 

41:  In the Select File for Report dialog box, accept the default folder, Documents, and default file name, WIRECON.REP. Click Save.

42:  In the Optional Script File dialog box, click Close - No Script.

43:  In the Report Generator dialog box, click Close.

44:  Open Windows Explorer and browse to the Documents folder.

45:  In the Documents folder, double-click WIRECON.REP. If requested, do the following:
■ In the Windows Cannot Open File dialog box, click Select the Program from a List.
■ Click OK.
■ In the Open With dialog box, select Notepad.
■ Click OK.

 

46:  Close Notepad.

47:  Close the Documents folder.