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    4 Kudos

    Formatting with Reports on PLM360

    Status: Accepted
    by Asingh5 ‎03-01-2013 07:12 AM - edited ‎03-01-2013 07:33 AM

    Currently when generating a report, PLM360 provides a plain excel output which is not very practical dealing with a large amount of information for over 1000 items.

     

    When exporting the report to Excel, the report should be formatted similarly as the HTML version.

     

    Below are some features to make reports on PLM more practical. 

     

    • Freeze Panes - Top Row
    • Filters on column headings
    • Bordering lines to show column separation
    • Colored rows

    To illustrate and example of what I mean...

     

    Example.png

    This is how a regular excel exported report looks.        This is how it should ideally look.

     

    Status: Accepted
    2 Kudos

    I have an Excel application I would like to run in PLM 360.  It uses VBA and could draw from data in PLM 360.  It is a relatively large application and has a large screen footprint which means there must be capability to scroll to the right to see important data.

     

    Perhaps this capability already exists and I'm not aware of it.  Since many of us are coming from spreadsheet intensive environments it might make the transition easier for us if we could use our Excel applications directly in PLM 360.

    Status: Future Consideration
    I’m not sure about running a spreadsheet project directly within PLM360, but we've had internal discussions around adding grid like functionality to the item details page. This is a good idea; however I think we’ll have to put this one out a ways. I also think you’re spot on about the advantage of this feature for users coming from excel solutions.
    1 Kudo

    As mentioned earlier during a telephone survey I would to see/get help configuring a basic employee management workspace for the sole reason: to be able to use the TCO for an employee to calculate TCO's for (E)CO's and more accurate project cost estimations up front.

     

    This workspace can be:

    - basic, because most smaller companies already have a program running to manage employees. So you would need a script accessing/reading a datafile from that specific program's db

    - extended, if you would want to create a workspace that makes 3rd party programs managing employees obsolete. A small nudge to move more & more company assets into the cloud/PLM.

     

    Furthermore (maybe for a later date) I believe there was an intention to create a share/marketplace for AutodeskPLM360 scripts/workflows/workspaces to share or buy best practice addons to your existing PLM config.

    I would like to know how that is coming along; wouldn't want to struggle on a script when an expert in that field has already created something similar.

     

     

    Status: Comments Requested
    @Flow4Co, I'll reach out to you and see if we can come up with a solution here.
    0 Kudos

    There needs to be a step by step guide on how to create a product from start to finish in the PLM 360 system using all the various workspace components. This will enable companies that do not have a PLM or have never seen one easily adopt and setup their PLM 360 environment without the need to hire a PLM specialist to configure the environment for the product.

     

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