SOLIDWORKS Electrical Schematic - Exercise 9

In this exercise, you learn how to manage the reports and data extractions.

This exercise is based on the electrical project you created in SOLIDWORKS Electrical Schematic - Exercise 8. If you did not complete it, you can download this electrical project file and unarchive it in SOLIDWORKS Electrical.

For reference while following this exercise, open, or download and print this PDF document.

Selecting Reports

First, in the list of reports for the electrical project, remove the list of wires by line style and add the cabling report.
  1. Click Project > Reports .
  2. In the Report Manager dialog box, click Add .
  3. In the Report configuration selector dialog box, select the reports to include in the electrical project.

Editing Reports

In the Drawings list, delete the Function column and add the File name column. In the list of the cables, remove the Description and Length columns.
  1. In the Report Manager, select the Drawings list report and click Properties .
  2. In Columns, right-click the column header.
  3. In the Column configuration dialog box, clear Function and select File Name.
  4. Edit the cable report.

Using Filter

In the bill of materials report, create a filter to display only the Schneider Electric references.
  1. In the Report manager, select the Bill of materials report and click Add filter .
  2. In the Filter dialog box, in Properties, enter a description for the filter (for example, Schneider Electric).
  3. On the Conditions tab, under Available fields, double-click bom_manufacturer (Manufacturer).
  4. For Value, select Schneider Electric.
    When the filter is active, the report displays the Schneider Electric references only. Select <No filter> to show all references.

Generating Report Drawings

Generate the report drawings and place them in the Reports folder.

The reports should be in this order:
  • Drawing list
  • Bill of materials
  • List of cables
  • Cabling report
The set of pages must comply with the list of drawings in Appendix 9A.
Before generating the drawing report, first adjust the order in which they will be created and displayed in the electrical project.
  1. In the Report manager, click Schedule .
  2. In the Report generation order dialog box, click Up and Down to change the order.
  3. In the Report manager, click Generate drawings .
  4. In the Report drawing destination dialog box, click [?] and create a Reports folder.
  5. Redirect the drawings to this folder and click OK to create the drawings.
  6. Launch the Drawing list report again to integrate the report drawings.

Exporting Report to Microsoft Excel

Export the bill of material data to a Microsoft® Excel file and add it to the electrical project as a data file.
  1. In the Report manager, click Excel export .
  2. In the Excel export wizard, select the required report and click Next.
  3. Select Add created file to project.