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1) Report Builder:-

Use Report Builder to create report definitions. Users can generate the resulting
reports in the rich client or the thin client, with the output in PLM XML format, HTML, or
Microsoft Excel. These reports can be formatted using style sheets.

Report Builder menus


The following File menus commands are unique to Report Builder:
• Create Report
• Create Property Set

Report definition types


Report Builder allows administrators to create three different kinds of reports:
 Summary reports
 Item reports
 Custom reports

The Report Builder tabs allow you to view different aspects of reports:

 Details
 Viewer
 Report Data

Creating a report:

1. Click Report Builder in the navigation pane.

2. Choose File→Create Report.


3. Open item report
4. Enter report information

5. Or choose report home

For example, wf-items in process

-detils
6. Viewer
7. Report data 8.Opentheselectedstylesheet

9. Can Save this stylesheet


10 .O r import it-
2) REPORT GENERATOR:-

Use Report Generator to generate reports from the Manufacturing Structure Editor or Part
Planner application. You can view the generated reports in HTML using a Web browser.
Because the reports are displayed in a Web browser, you can share them for viewing with
others in your organization that may not have access to the Manufacturing Structure Editor or
Part Planner application. Some default reports are available in Report Generator and are
intended to represent an introduction to the types of reports that can be generated. Use the
XML files provided with the software as examples for creating your own customized reports
to better meet your business objectives.

Basic concepts about Report Generator

Report Generator can report the following types of data:


• Information about the structures of your process plan, including process, operation, activity,
product, and plant structures
• Current version details
• Image files and JT files
• Datasets
• Forms
• Folders
• Timing information for a process
• Cost data for the process, product, and plant

Basic tasks using Report Generator

You can perform the following tasks using Report Generator:


• Generate a new report.
• View reports.
• Export reports.
1. Generate a new report

You can generate a report for any product, process, or plant object.
1. In Manufacturing Structure Editor or Part Planner, select an object from the tree hierarchy
on the Product, Process, or Plant structure pane.

2. Click the Report data pane.

Note
You can also use the shortcut menu or drag-and-drop functionality to send the object to the
Report Generator application.

3. Select a report type from the Type list at the bottom of the application window
4. Click Generate Report.
The report is generated and displayed in the Web browser

Export a report

The export function allows you to export all files associated with the report to an external
directory.
1. In Manufacturing Structure Editor or Part Planner, select an object from the Product,
Process, or Plant structure pane.
2. Click the Report data pane

3. Select a report type from the Type list at the bottom of the application window.

4. Click Export Report.

The Export Report dialog box is displayed.

5. Select a directory location and enter a file name for the exported report file.

Note
If the specified file name already exists, the existing file is overwritten.

6. Click Export.

Assign costs to an item

To assign costs to an item, create a CostData form, attach it to an item, and assign a
monetary value to it.
1. Select the item to which the costs are being assigned from either the Product,Process, or
Plant structure pane in Manufacturing Structure Editor or Part Planner.
2. Click the Attachments data pane.
3. Select the item revision on the Attachments data pane.
4. Choose Insert→Form.
The New Form dialog box is displayed.
3) REPORT DESIGNER:-

Use the Report Designer application to create report designs that are convenient for
extracting specific types of data from the Teamcenter® database. By using saved queries and
relational expansion, you can gather data and output in Microsoft Excel format, a common
XML format, or as a comma-separated file, allowing integration with third-party reporting
tools.

Start Report designer- Click Report Designer in the navigation pane.

Report Designer interface-


The Report Designer window is divided into two main panes, the report design tree
pane and the report design definition pane.

1. Launch query definition window


2. Launch PFF editor
3. Import new defined formatters
4. Open formatter
5. Delete selected formatter
Basic concepts about Report Designer-
Report design objects are templates, used by the Report wizard in My Teamcenter,
that allow users to extract information from the Teamcenter database without possessing
extensive knowledge of the database model and relationships.

Report designs consist of three components:

• A saved query definition object.


• A property finder formatter (PFF) object.
• A format file.

Searching with saved query definitions-


Saved queries are used to search for the values of direct or reference attributes
associated with a class in the Teamcenter Persistent Object Manager (POM) schema. Saved
queries are available to users in the My Teamcenter search feature and are also used to
construct report designs.
Creating query definitions requires the selection of a base class and the specification
of at least one search criteria clause. At a minimum, each clause must contain an attribute, a
label for the attribute on the query form (user entry name) or a default value, and a logical
operator.

Using property finder formatter (PFF) objects-


Property finder formatter (PFF) objects allow you to gather and report data related to
the objects returned by a query.

Formatting reports-
Microsoft Excel (.xlt) and Extensible Stylesheet Language (.xsl) files can be imported
into and edited from within Report Designer. When generating reports in My Teamcenter,
users optionally select one of the files associated with the design to format the report data. If
a format files is not selected, the data is output as a comma-separated file.
Standard report designs-

Create report designs-


1. Type a name for the design in the Design Name box.
2. Optionally, type a description of the report.
3. Select a saved query from the Saved Query list.
4. Select a PFF object from the Property Finder Formatter list.
Note- Only those PFF objects that are compatible with the selected query are displayed in
the list. Queries and PFF objects must have the same base class to function properly.
5. Optionally, select format files from the Defined Formatters list.
6. Click the Add button to add the formatters to the Selected Formatters list.
7. Arrange the order in which the formatters are displayed in the My Teamcenter Report
wizard using the Up Arrow button and Down Arrow button.
8. Click the Create button.
The system displays the new report design in the Report Designs tree.
Launching the Query Definition window-
1. Type a name for the saved query in the Name box.
2. Optionally, type a description of the query.
3. From the Modifiable Query Types list, select either the Local Query or Keyword
Search Query option to specify whether the query is to be run against the local
database or against the published objects in the Object Directory Service (ODS).
4. Click the Show Hints button.The system displays the Hints pane. Click the Choose
Hint button located at the top of the Hints pane. The system displays the Choose
Hint dialog box containing the directory of query hints.
5. Expand the Item Queries folder, select Item to Item Master Form, and click OK.
6. The system displays the selected hint. The first entry in the hint is the base class,
followed by the traversal steps, and ending with an attribute of the item master form
class, in this case, the project_id attribute.
7. Click the Search Class button .The system displays the Class/Attribute Selection
Popup dialog box.
8. To locate the Item class, type Item in the search box, and click the Search button .
The Item class is highlighted in the schema tree.
9. Close the Class/Attribute Selection Popup dialog box. The system displays the
Item class and its attributes in the Attribute Selection area. The Find in Tree and
Add Clause to Table buttons are enabled in the Hints pane.
10. To add the attribute indicated by the hint, in this case the project_id attribute of the
item master form, click the Add to Clause button. The system adds the attribute to
the Search Criteria table.
11. To select other attributes of the item master form as search clauses, click the Find in
Tree button in the Hints pane. The system expands the tree in the Attribute
Selection section to display the project_id attribute of the IMAN_master_form
class
12. Double-click any of the attributes of the IMAN_master_form class to add them to
the clause table.
13. Click the Create button to save the query definition.
Launching the property finder formatter (PFF) editor-
The PFF allows you to gather and report data related to the objects returned by
a query. To define a PFF object, you must understand where and how information is
stored, and you must also understand the relationships between workspace
objects.The PFF editor is available in the Report Designer interface. Click the
Property Finder Formatter button to display the PFF editor

Creation of PFF-
1. Type a name for the PFF object in the Name box. The name should reflect the name
of the query or business process to which the PFF search is related. For example, if
the PFF search finds additional data related to the Item Revision saved query, name
the PFF object Item Revision.
2. Optionally, type a description of the PFF object.
3. Choose the base class for the PFF by clicking the Principle Query Object button.
The system displays the Class Selection dialog box.
4. Locate the class in the POM tree. You can search for a class by name by typing the
class name, or a partial name and wildcard character, in the text box and clicking the
Find button.
5. Select a class node in the POM tree. The system displays the selected class on the
Add Clauses From button.
6. Close the Class Selection dialog box. The system displays the class and its properties
in the Property Selection section.
7. Optionally, select a secondary class by clicking the Add Clauses From button. The
system displays the Class Selection dialog box. The secondary search class must
match one of the object types returned by the original query, and the data you are
searching for must be related to the secondary object type.
8. Select a class node in the POM tree. The system displays the selected class on the
Add Clauses From button.
9. Close the Class Selection dialog box. The system displays the class and its properties
in the Property Selection section.
10. Select the property, or properties, that you want to display by double-clicking them in
the property selection tree. The properties are added to the Search Criteria table.
11. Optionally, change the names of the columns that are displayed in the report by
clicking in the cell and typing a new name.
12. Optionally, set the precedence of the search clauses using the Up Arrow and Down
Arrow buttons located to the right of the Search Criteria table.
13. Click the Create button. The system displays the PFF object in the Saved Property
Finder/Formatters list in the Report Designer window.

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