#SEU12 - 404 customizing parts lists in solid edge - ricky black

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This session will discuss the direction of Parts List and tables enhancements over the past few releases. We will discuss the use of the Table Style to customize the appearance of tables. We will also …

This session will discuss the direction of Parts List and tables enhancements over the past few releases. We will discuss the use of the Table Style to customize the appearance of tables. We will also take a look at the general table and parts list properties and their use to fully customize your parts list and tables.

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  • 1. Customizing Parts List in Solid EdgeRicky BlackSiemens PLM SoftwareProduct Manager Solid Edge Draft #SEU12
  • 2. Speaker Bio: Ricky Black Background:  Product Manager - Solid Edge Draft from 2002  Over 30 years of experience in manufacturing and mechanical CAD  Machinist and CNC programmer  Solid Edge Draft software development team from the beginning of Solid Edge  Drafting product manager from Spring 2002 Areas of Expertise:  Manufacturing - Drawings Personal interests:  Boating/Fishing © Siemens AG 2012. All Rights Reserved.Page 2 Siemens PLM Software
  • 3. Executive Summary Today’s Topics:  Table Architecture  Table Styles  Parts List Properties Key Takeaways:  Parts List improvements – What you need to know © Siemens AG 2012. All Rights Reserved.Page 3 Siemens PLM Software
  • 4. Table Architecture What version of Solid Edge are you using now? Why the changes to tables?  Prior to V19  Each table had its own architecture.  User interface (UI) and common workflow were duplicated.  It was difficult to make and maintain common enhancements.  V19 user defined table  Became the base architecture for all tables moving forward.  Share UI (properties)  Unify table display  Unify table override capability  Easier to create new table types – Many of the components already exist. © Siemens AG 2012. All Rights Reserved.Page 4 Siemens PLM Software
  • 5. Tables – Progress  All new tables will be based on the new table architecture.  V19 – User Defined Table and Bend Table  V20 – FOP (Family of Parts) Table  ST5 – Nailboard Connector table and Conductor table  ST2 – Parts List – Multi-release effort  Parts list was at a dead end under old architecture.  Was difficult to make major enhancements  Major driving force for architectural changes  ST?? – Hole Table and Revision Table  Hole table will be migrated to the new table architecture.  Plans for Revision table. © Siemens AG 2012. All Rights Reserved.Page 5 Siemens PLM Software
  • 6. Table – Common UI Among Tables  Common tabs for all tables  Shown below - Bend Table and Parts List © Siemens AG 2012. All Rights Reserved.Page 6 Siemens PLM Software
  • 7. Table – Styles  Prior to V19 all table display properties were part of the table properties and table saved settings.  Good  Everything for each table was in one place.  Bad  No shared display control between tables or table types  Table Styles controls the general display of tables. © Siemens AG 2012. All Rights Reserved.Page 7 Siemens PLM Software
  • 8. Table – Styles  Work like dimension styles.  Are template based  May be shared among table types  One table style fits all tables.  Parts List and Bend Table may share the same table style for common display control. © Siemens AG 2012. All Rights Reserved.Page 8 Siemens PLM Software
  • 9. Table – Styles  Different table types may have unique table styles.  Parts List may be different than Bend Table.  Create different styles for the different table types.  Create many styles for each table type (different suppliers).  Think of this like standards for dimensions (ISO, ANSI, DIN, etc.)  Don’t forget Style Organizer to manage styles across documents. © Siemens AG 2012. All Rights Reserved.Page 9 Siemens PLM Software
  • 10. Table Style Reuse (Example)  One Table Style  Multiple Table Types  Parts List  Bend Table  Etc.  Shared or common appearance among table types © Siemens AG 2012. All Rights Reserved.Page 10 Siemens PLM Software
  • 11. Table Styles – Components – Lines  Lines  Control components of the grid  Color  Line Type  Thickness (Width) © Siemens AG 2012. All Rights Reserved.Page 11 Siemens PLM Software
  • 12. Table Styles – Components – Text  3 basic Table Text components  Display Style specified separately  Important to understanding table style  Title Text  Many Titles – Same Text Style  Column Header Text  Many Headers – Same Text Style  Data Text  Many Data Cells – Same Text Style © Siemens AG 2012. All Rights Reserved.Page 12 Siemens PLM Software
  • 13. Table Styles – Components – Text  Text Style Creation  New or Modify  Local Access to  Create new text style  Modify existing text style  Shortcut to  Text Style – New or Modify © Siemens AG 2012. All Rights Reserved.Page 13 Siemens PLM Software
  • 14. Table Styles – Components  Create New Text Styles  3 Basic Text Components  Use combo boxes for selection.  Title Text – My Title  Large font  Bold  Header Text – My Header  Small font  Bold  Data Text – My Data  Small font  Italics © Siemens AG 2012. All Rights Reserved.Page 14 Siemens PLM Software
  • 15. Table Styles and Saved Settings  Table styles do not maintain the properties of the table.  The properties of a table are still maintained in saved settings.  The overall control must be done with both Table Styles and Saved Settings.  Gives greater flexibility  Consistent with other objects (callout, etc.) that use styles and saved settings. © Siemens AG 2012. All Rights Reserved.Page 15 Siemens PLM Software
  • 16. Table Styles and Saved Settings  Important Note!!!  Parts List - Saved Settings prior to ST2 may not give the same results in ST2 and after.  The Parts List properties must be updated and saved back to saved settings again.  There are too many new properties to rely on the old Saved Settings. © Siemens AG 2012. All Rights Reserved.Page 16 Siemens PLM Software
  • 17. Table Titles  Back by popular request – ST4!!!  Title Text Style – Default for all titles  Local overrides – Override the Text Style  Saved in Saved Settings  Don’t forget multiple titles.  Predefine multiple titles in Saved Settings.  Set title to Header or Footer  Hide title without deleting  Set ‘Position’ – Neither  Adjust text to title width © Siemens AG 2012. All Rights Reserved.Page 17 Siemens PLM Software
  • 18. Table Titles  Property Text in Titles  Use Property text button  Displays the select property text dialog.  Example:  Assembly: %{File Name (no extension)|G}  Can be saved to Saved Settings.  Apply button © Siemens AG 2012. All Rights Reserved.Page 18 Siemens PLM Software
  • 19. Column Definition Uses Property Text  Locate the Property to add.  Click the Add Column button.  Column is added to the top list. User Defined – Top of property list © Siemens AG 2012. All Rights Reserved.Page 19 Siemens PLM Software
  • 20. Column Definition Column Title can be overridden  Prior to the new tables, it was always the derived property name. © Siemens AG 2012. All Rights Reserved.Page 20 Siemens PLM Software
  • 21. Column Definition Multiple Header Rows  Up to 5 header rows  Merge horizontal – left to right  Merge Vertical – top to bottom  Merge with next defined  Not merge with next displayed © Siemens AG 2012. All Rights Reserved.Page 21 Siemens PLM Software
  • 22. Column Definition Multiple property text values in the same column  Click on property to add.  Click on Add Property. This is not a formula. © Siemens AG 2012. All Rights Reserved.Page 22 Siemens PLM Software
  • 23. Column Definition Format Table Cells  Headers and Data  Set up justification  Indent any column data by assembly structure © Siemens AG 2012. All Rights Reserved.Page 23 Siemens PLM Software
  • 24. Column Definition Adjust text to column width  Overrides text wrapping within a cell  Changes the cell text aspect ratio  Based on string and cell width  Minimum aspect ratio in text style © Siemens AG 2012. All Rights Reserved.Page 24 Siemens PLM Software
  • 25. Column Definition Other column features you may not know  Hide column without deleting it.  Sort on hidden column.  Adjust column widths with graphic handles. © Siemens AG 2012. All Rights Reserved.Page 25 Siemens PLM Software
  • 26. Data Local cell formatting  Click on cells to enable the options © Siemens AG 2012. All Rights Reserved.Page 26 Siemens PLM Software
  • 27. Data Local cell formatting  Font – Arial  Bold  Underlined © Siemens AG 2012. All Rights Reserved.Page 27 Siemens PLM Software
  • 28. Data RMB on Cell Allow Cell Overrides  Override any data cell.  Override is user defined text. Clear Cell Overrides © Siemens AG 2012. All Rights Reserved.Page 28 Siemens PLM Software
  • 29. Data Allow Cell Overrides  Text has been changed. © Siemens AG 2012. All Rights Reserved.Page 29 Siemens PLM Software
  • 30. Data Insert Blank Rows  User Defined Rows  Disabled for Exploded Parts List  Be aware of sorting © Siemens AG 2012. All Rights Reserved.Page 30 Siemens PLM Software
  • 31. Data Convert deleted parts into user-defined rows  Becomes user-defined text  No longer associative © Siemens AG 2012. All Rights Reserved.Page 31 Siemens PLM Software
  • 32. Sorting Sort by Assembly Order © Siemens AG 2012. All Rights Reserved.Page 32 Siemens PLM Software
  • 33. Assembly Item Numbers  Unifies item numbering  Assembly reports  Doc Management  Multiple parts lists  Don’t forget about unlinked parts lists! © Siemens AG 2012. All Rights Reserved.Page 33 Siemens PLM Software
  • 34. Assembly Item Numbers Assembly generated item numbers  Assembly Solid Edge Options – Item Numbers  Options are common to Parts List options. Numbers are generated relative to the top level assembly. © Siemens AG 2012. All Rights Reserved.Page 34 Siemens PLM Software
  • 35. Assembly Item Numbers Assembly generated item numbers  Assembly Occurrence Properties – Item Numbers  Manual overrides  Number Collision Checking © Siemens AG 2012. All Rights Reserved.Page 35 Siemens PLM Software
  • 36. Parts List – Item Numbers Edit item numbers in the parts list  UI helps you maintain unique numbers Level based item numbers © Siemens AG 2012. All Rights Reserved.Page 36 Siemens PLM Software
  • 37. List Control Exploded parts list  Shows the assembly structure  Includes the sub assemblies © Siemens AG 2012. All Rights Reserved.Page 37 Siemens PLM Software
  • 38. List Control Include options confusion!!! © Siemens AG 2012. All Rights Reserved.Page 38 Siemens PLM Software
  • 39. List Control Include options confusion!!! ST3 and After  Options did not change  Only the labels changed Parts lists are NOT associative to a specific drawing view. Drawing view selection only identifies the assembly. Parts list is relative to ALL drawing views of that ST2 and Before assembly. © Siemens AG 2012. All Rights Reserved.Page 39 Siemens PLM Software
  • 40. Auto-Balloon Occurrences to balloon  All occurrences in the selected drawing view  One occurrence in the selected drawing view  One Occurrence in this document © Siemens AG 2012. All Rights Reserved.Page 40 Siemens PLM Software
  • 41. Auto-Balloon Auto-stack fastener system balloons  Specify stack direction © Siemens AG 2012. All Rights Reserved.Page 41 Siemens PLM Software
  • 42. Auto-Balloon Improvements More uniform balloon placement Eliminate overlapping balloons Eliminate crossing leader lines © Siemens AG 2012. All Rights Reserved. Page 42 Siemens PLM Software
  • 43. Table Sheets Automatic sheet creation and cleanup for tables.  New Location tab Create table on active sheet  Old table creation method Create new sheets for table  Automate the process of table pages on separate sheets.  Sheets are associative to table length and number of pages © Siemens AG 2012. All Rights Reserved.Page 43 Siemens PLM Software
  • 44. Table Sheets Automatic sheet creation and cleanup for tables. Specify background sheets for new sheet creation  First sheet  Additional sheets Show backgrounds Maintain sheets with table size © Siemens AG 2012. All Rights Reserved.Page 44 Siemens PLM Software
  • 45. Table Sheets Automatic sheet creation and cleanup for tables.  Example - Top level Parts List with 2 Table Sheets. Sheet Numbers by Table © Siemens AG 2012. All Rights Reserved.Page 45 Siemens PLM Software
  • 46. Table Sheets Automatic sheet creation and cleanup for tables.  Example – Atomic Parts List with 14 Table Sheets © Siemens AG 2012. All Rights Reserved.Page 46 Siemens PLM Software
  • 47. Table Groups Collect table items by some criteria  All tables – not parts list only  First determine collection method  Example  (My Type – Custom Property)  Assemblies  Purchased parts  Manufactured parts  Etc. © Siemens AG 2012. All Rights Reserved.Page 47 Siemens PLM Software
  • 48. Table Groups Example:  Custom property – My Type  Parts – Manufactured  Parts – Purchased  Assemblies - Assembly © Siemens AG 2012. All Rights Reserved.Page 48 Siemens PLM Software
  • 49. Table Groups Define Column for Collection.  Column – My Type  Based on defined custom property. © Siemens AG 2012. All Rights Reserved.Page 49 Siemens PLM Software
  • 50. Table Groups Data Tab  My Type Column data derived  Table user defined group (Docs)  Derived rows – Gray  User defined rows – White  Notice blank ‘My Type’  More on this follows. © Siemens AG 2012. All Rights Reserved.Page 50 Siemens PLM Software
  • 51. Table Groups Groups Tab  Enable table groups  Specify column to ‘Group by’. © Siemens AG 2012. All Rights Reserved.Page 51 Siemens PLM Software
  • 52. Table Groups Groups Tab  Define Groups  Name is arbitrary – Is not displayed in table.  Value is what defines the unique group.  Values in column definition  Sort groups independently  Specify Sorting Order  Display imbedded Group header. © Siemens AG 2012. All Rights Reserved.Page 52 Siemens PLM Software
  • 53. Table Groups Groups Tab  Define Groups  Reorder Groups  Click on Group name to enable reorder buttons.  First group with no ‘Value’ is default collector.  Again, name is arbitrary  My Type column cells with no value will be collected here. © Siemens AG 2012. All Rights Reserved.Page 53 Siemens PLM Software
  • 54. Table Groups Groups Tab  Group Headers  Click on group to define header.  Add as many rows as needed  May be blank rows  May override cell styles © Siemens AG 2012. All Rights Reserved.Page 54 Siemens PLM Software
  • 55. Table Groups Top Level Parts List Examples:  Top Level Parts List  Displays assemblies  Atomic  Does not display assemblies Atomic Parts List © Siemens AG 2012. All Rights Reserved.Page 55 Siemens PLM Software
  • 56. Table Page Height General Tab  Fill the end of the table with blank rows  Ensures a new page will be the size specified.  Pads blank space as needed.  Wrap table data cells to new row  Breaks single row into multiple rows for a single item.  Use when table rows are like rows on a sheet of paper and cannot change. © Siemens AG 2012. All Rights Reserved.Page 56 Siemens PLM Software
  • 57. Table Page Height Fixed cell height and wrap cells to new rows Expand cells for wrapped text Wrap text to new table row © Siemens AG 2012. All Rights Reserved.Page 57 Siemens PLM Software
  • 58. Other Tables and Parts List Enhancements Minimum aspect ratio in table cells Maintain Data Tab cell formatting (bold, center, etc.) with copy/paste Remember Data Tab column width Fill table with blank rows as needed © Siemens AG 2012. All Rights Reserved.Page 58 Siemens PLM Software
  • 59. Conclusions Much work has been done on tables over the last few releases. Many customer requests have been put into Parts List. Always - Still have work to do. © Siemens AG 2012. All Rights Reserved.Page 59 Siemens PLM Software
  • 60. Thank You!Questions? #SEU12