Transcript
00:00
RUSS NICLOY: Hello, and welcome to customer reports and Project
00:02
Explorer.
00:03
My name is Russ Nicloy, Civil Solutions Specialist
00:06
at Macer Technologies.
00:08
In this course, we are looking at Project Explorer for Civil
00:14
in your design file.
00:16
This session is part two of three configuring
00:18
Project Explorer for reports.
00:21
Currently, we are looking at how to create custom reports
00:24
and tables in Project Explorer.
00:26
In this learning path, we are at the
00:28
configuring Project Explorer for reports course.
00:31
This session will first look at how
00:33
to define an object set to set up for creating reports
00:36
and tables.
00:37
Next, we will look at creating layouts styles.
00:40
Finally, we will look at creating a table style.
00:45
First thing I need to do here is to come into the Add Ins
00:48
ribbon, the Project Explorer panel,
00:51
to the Project Explorer tool, and launch the Project
00:53
Explorer.
00:59
We are starting off by creating an object set because that's
01:04
going to be the package that holds the data that we
01:06
need for our reports or tables.
01:10
I'm in the alignment tab, and you can see here
01:13
that there are other tabs here for other objects we
01:16
can do the same thing for.
01:18
I'm going to come down here to the alignment
01:19
that we need to work with.
01:22
When I have that selected the data down below,
01:24
is all about the definition of that alignment.
01:28
Currently, I'm on the calculated stations tab.
01:31
I'm actually wanting to go to the alignment PI
01:33
because I'm doing an alignment PI report.
01:36
You can see that it changes the formatting there.
01:38
I'll come up and right-click on the alignment name
01:41
and choose add to object set.
01:43
Notice that the name of the tab is shown here.
01:46
Kind of a quick check, so you're not using the wrong tab
01:49
before you get started.
01:51
Before I go any further, I do want
01:53
to point out that there are quick reports and quick exports
01:55
here.
01:56
These are quick, and they may not
01:58
have the detail that you need in a lot of cases.
02:00
And in the case of tables, they won't be dynamic.
02:04
So we're going to go and do a little more definition
02:06
to these.
02:07
So with the add to object, set I'll click new object set.
02:12
In here, I'm going to name this.
02:17
And then come down to object set actions.
02:19
Notice that there are several report types
02:21
that we can create.
02:23
We could export, or we could export
02:25
as tables for either mind space or paper space.
02:28
In this case, we're doing a report.
02:30
I'm going to choose the HTML file format.
02:33
Down below, I could use the layout style of the Project
02:36
Explorer Window and that is from this tab
02:39
the different format columns and details that we have there.
02:44
In this case, however, I'm going to use a specific layout style
02:47
and edit my own.
02:50
In here, notice I've got different objects at the top.
02:52
I'm using the alignment in this case.
02:55
In the dropdown chooser here, the first one is an overall
02:59
object table, but I'm going to go down here to the alignment
03:02
PI's.
03:05
And then, instead of using all of these columns,
03:07
I'm going to uncheck all of the columns
03:09
and then checkmark the ones I want like station, easting,
03:13
northing distance and direction in and PI included.
03:18
Also, I noticed that the northing field
03:21
is going to come before the easting,
03:23
so I'm going to use the arrows to push that up
03:26
above the easting, so the columns
03:27
will be in the correct order.
03:29
Also, I should point out that each of these magenta tacks
03:33
here are editable.
03:35
So I could double click on this--
03:38
the justification of the stations,
03:41
and change that from right to center.
03:44
Or the PI included angle.
03:46
And I'm going to take out the word included to save room
03:50
in our column header.
03:53
I could also go to the ultimate geometry labels,
03:56
and every time a label for one of these parameters
03:59
comes, up change the word that's used in there as well.
04:03
I don't need to do that in this case.
04:04
However, I'm going to come up and hit Save.
04:07
This way, I can use this report style later on.
04:12
It can become my standard PI report style.
04:18
I'll click, OK.
04:20
Also, in here, I can come into the file output options.
04:23
I can name the file using pre-created naming templates,
04:29
or in this case, the object set name in the draw name.
04:32
Here is what that name is going to look
04:34
like in this particular case.
04:37
Down below, I'm going to output this to my project location.
04:45
Down below that is the report style.
04:47
If I leave it on default, here are the details that I'm using.
04:51
I am going to go into the specific report style
04:53
and edit a style of my own.
04:55
And come in here, the first tab is about the page layout.
04:58
I am going to change the units two inches,
05:01
so I can check to make sure I'm using the true 8 1/2 by 11
05:04
for my report.
05:05
I can put a header in, which is going to be the drawing name.
05:08
Actually, I need that to be the report name.
05:12
And down below is the footer, which is just
05:14
going to be page numbers.
05:15
I can also adjust the page margins here.
05:18
Next tab in is the font.
05:20
The font and the size are OK.
05:22
The table information is, do we have shading in the cells?
05:26
What color is the border?
05:28
And how much space do we have in each cell?
05:31
All of this is fine for our report.
05:34
The second last there is the header options.
05:37
This is information that can be stored
05:39
at the top of the report.
05:41
I'm actually going to change this field name to report name.
05:48
And then change the field value to match that report name.
05:55
I'm also going to take the drawing path right-click
05:58
and delete that row.
05:59
I don't need that information in this header.
06:01
I could also right click and insert a row
06:03
or change the order of the rows if I need to.
06:07
I can also add an image to the report header,
06:10
which I won't do in this case.
06:11
I'll click, OK.
06:13
And then I'm going to save this style of,
06:21
so again I can use it later.
06:24
And they're just letting me know that object set has
06:26
been created correctly.
06:32
Now, to access that object set, I can go to this last tab,
06:35
the object sets tab, and there is the object
06:37
set that I can access.
00:00
RUSS NICLOY: Hello, and welcome to customer reports and Project
00:02
Explorer.
00:03
My name is Russ Nicloy, Civil Solutions Specialist
00:06
at Macer Technologies.
00:08
In this course, we are looking at Project Explorer for Civil
00:14
in your design file.
00:16
This session is part two of three configuring
00:18
Project Explorer for reports.
00:21
Currently, we are looking at how to create custom reports
00:24
and tables in Project Explorer.
00:26
In this learning path, we are at the
00:28
configuring Project Explorer for reports course.
00:31
This session will first look at how
00:33
to define an object set to set up for creating reports
00:36
and tables.
00:37
Next, we will look at creating layouts styles.
00:40
Finally, we will look at creating a table style.
00:45
First thing I need to do here is to come into the Add Ins
00:48
ribbon, the Project Explorer panel,
00:51
to the Project Explorer tool, and launch the Project
00:53
Explorer.
00:59
We are starting off by creating an object set because that's
01:04
going to be the package that holds the data that we
01:06
need for our reports or tables.
01:10
I'm in the alignment tab, and you can see here
01:13
that there are other tabs here for other objects we
01:16
can do the same thing for.
01:18
I'm going to come down here to the alignment
01:19
that we need to work with.
01:22
When I have that selected the data down below,
01:24
is all about the definition of that alignment.
01:28
Currently, I'm on the calculated stations tab.
01:31
I'm actually wanting to go to the alignment PI
01:33
because I'm doing an alignment PI report.
01:36
You can see that it changes the formatting there.
01:38
I'll come up and right-click on the alignment name
01:41
and choose add to object set.
01:43
Notice that the name of the tab is shown here.
01:46
Kind of a quick check, so you're not using the wrong tab
01:49
before you get started.
01:51
Before I go any further, I do want
01:53
to point out that there are quick reports and quick exports
01:55
here.
01:56
These are quick, and they may not
01:58
have the detail that you need in a lot of cases.
02:00
And in the case of tables, they won't be dynamic.
02:04
So we're going to go and do a little more definition
02:06
to these.
02:07
So with the add to object, set I'll click new object set.
02:12
In here, I'm going to name this.
02:17
And then come down to object set actions.
02:19
Notice that there are several report types
02:21
that we can create.
02:23
We could export, or we could export
02:25
as tables for either mind space or paper space.
02:28
In this case, we're doing a report.
02:30
I'm going to choose the HTML file format.
02:33
Down below, I could use the layout style of the Project
02:36
Explorer Window and that is from this tab
02:39
the different format columns and details that we have there.
02:44
In this case, however, I'm going to use a specific layout style
02:47
and edit my own.
02:50
In here, notice I've got different objects at the top.
02:52
I'm using the alignment in this case.
02:55
In the dropdown chooser here, the first one is an overall
02:59
object table, but I'm going to go down here to the alignment
03:02
PI's.
03:05
And then, instead of using all of these columns,
03:07
I'm going to uncheck all of the columns
03:09
and then checkmark the ones I want like station, easting,
03:13
northing distance and direction in and PI included.
03:18
Also, I noticed that the northing field
03:21
is going to come before the easting,
03:23
so I'm going to use the arrows to push that up
03:26
above the easting, so the columns
03:27
will be in the correct order.
03:29
Also, I should point out that each of these magenta tacks
03:33
here are editable.
03:35
So I could double click on this--
03:38
the justification of the stations,
03:41
and change that from right to center.
03:44
Or the PI included angle.
03:46
And I'm going to take out the word included to save room
03:50
in our column header.
03:53
I could also go to the ultimate geometry labels,
03:56
and every time a label for one of these parameters
03:59
comes, up change the word that's used in there as well.
04:03
I don't need to do that in this case.
04:04
However, I'm going to come up and hit Save.
04:07
This way, I can use this report style later on.
04:12
It can become my standard PI report style.
04:18
I'll click, OK.
04:20
Also, in here, I can come into the file output options.
04:23
I can name the file using pre-created naming templates,
04:29
or in this case, the object set name in the draw name.
04:32
Here is what that name is going to look
04:34
like in this particular case.
04:37
Down below, I'm going to output this to my project location.
04:45
Down below that is the report style.
04:47
If I leave it on default, here are the details that I'm using.
04:51
I am going to go into the specific report style
04:53
and edit a style of my own.
04:55
And come in here, the first tab is about the page layout.
04:58
I am going to change the units two inches,
05:01
so I can check to make sure I'm using the true 8 1/2 by 11
05:04
for my report.
05:05
I can put a header in, which is going to be the drawing name.
05:08
Actually, I need that to be the report name.
05:12
And down below is the footer, which is just
05:14
going to be page numbers.
05:15
I can also adjust the page margins here.
05:18
Next tab in is the font.
05:20
The font and the size are OK.
05:22
The table information is, do we have shading in the cells?
05:26
What color is the border?
05:28
And how much space do we have in each cell?
05:31
All of this is fine for our report.
05:34
The second last there is the header options.
05:37
This is information that can be stored
05:39
at the top of the report.
05:41
I'm actually going to change this field name to report name.
05:48
And then change the field value to match that report name.
05:55
I'm also going to take the drawing path right-click
05:58
and delete that row.
05:59
I don't need that information in this header.
06:01
I could also right click and insert a row
06:03
or change the order of the rows if I need to.
06:07
I can also add an image to the report header,
06:10
which I won't do in this case.
06:11
I'll click, OK.
06:13
And then I'm going to save this style of,
06:21
so again I can use it later.
06:24
And they're just letting me know that object set has
06:26
been created correctly.
06:32
Now, to access that object set, I can go to this last tab,
06:35
the object sets tab, and there is the object
06:37
set that I can access.
