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Completion Time: 30 Minutes
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Completion of the Schematic Reports Lesson
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Objective: In this exercise, you create and save the following reports:
■ A Bill of Materials report, extracted from a single drawing, and placed in the drawing.
■ A wire From/To report, extracted from all the project drawings, and saved as an Excel file.
■ A Component Wire List report, extracted from all project drawings, modified to create a wire number list, and saved as an ASCII text file.
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1: If the Project Manager is not displayed, on the Project tab, Project Tools panel, click Manager.
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2: If Schematic_Reports_NFPA is the active project, skip to step 6. If it is open but not active, in the Project Manager, do the following:
■ Right-click Schematic_Reports_NFPA.
■ Click Activate.
■ Skip to step 6.
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3: In the Project Manager, click Open Project.
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4: Browse to where you installed the exercise files. Select Schematic_Reports_NFPA.wdp. Click Open.
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5: From the Projects list, click the expansion node next to Schematic_Reports_NFPA to expand the drawing list.
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6: Right-click Schematic_Reports_NFPA_04.dwg. Click Open.
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7: On the Reports tab, Schematic panel, click Reports.
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8: Create a Bill of Materials report, as follows:
■ In the Schematic Reports dialog box, from the Report Name list, select Bill of Material.
■ Click Active Drawing.
■ Under Include Options, click All the Above.
■ Click Normal Tallied Format.
■ Under Installation Codes to Extract, click All.
■ Under Location Codes to Extract, click All.
■ Click OK.
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9: If requested, in the Qsave dialog box, click OK.
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10: In the Report Generator dialog box, scroll through the list, comparing the information in the report with the components inserted on the drawing.
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11: Click Put On Drawing.
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12: In the Table Generation Setup dialog box, accept all default values. Click OK.
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13: Pan to the left of the drawing and insert the table in the empty area outside of the title block.
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14: In the Report Generator dialog box, click Close.
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15: Zoom in on the bill of materials table. Compare the table to the report as displayed in the Report Generator.
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16: On the Report tab, Schematic panel, click Reports.
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17: Create a wire From/To report, as follows:
■ In the Schematic Reports dialog box, from the Report Name list, select From/To.
■ Click Project.
■ Click OK.
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18: If requested, in the Qsave dialog box, click OK.
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19: In the Select Drawings to Process dialog box, click Do All. Click OK.
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20: In the Location Code Selection dialog box, click All>>.
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21: Click <<All. Click OK.
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22: In the Report Generator dialog box, click Save to File.
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23: In the Save Report to File dialog box, click Excel Spreadsheet Format (.xls). Click OK.
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24: In the Select File for Report dialog box, accept the default folder, Documents, and default file name, WIREFRM2.XLS. Click Save.
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25: In the Optional Script File dialog box, click Close- No Script.
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26: In the Report Generator dialog box, click Close.
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27: In the Location Code Selection dialog box, click Cancel.
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28: Open Windows Explorer and browse to the Documents folder.
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29: In the Documents folder, double-click WIREFRM2.xls.
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30: Compare the Excel spreadsheet to the report as displayed in the Report Generator.
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32: Close the Documents folder.
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33: On the Reports tab, Schematic panel, click Reports.
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34: Create a Component Wire List report, as follows:
■ In the Schematic Reports dialog box, from the Report Name list, select Component Wire List.
■ Click Project.
■ Under Installation Codes to Extract, click All.
■ Under Location Codes to Extract, click All.
■ Click OK.
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35: In the Select Drawings to Process dialog box, click Do All. Click OK.
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36: In the Report Generator dialog box, click Change Report Format.
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37: In the Component Wire List Data Fields to Report dialog box, click Remove All.
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38: From the Available Fields list, select WIRENO. Click OK.
The Component Wire List report is generated and displays only wire numbers.
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39: In the Report Generator dialog box, click Save to File.
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40: In the Save Report to File dialog box, click ASCII Report Output (as Shown). Click OK.
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41: In the Select File for Report dialog box, accept the default folder, Documents, and default file name, WIRECON.REP. Click Save.
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42: In the Optional Script File dialog box, click Close - No Script.
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43: In the Report Generator dialog box, click Close.
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44: Open Windows Explorer and browse to the Documents folder.
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45: In the Documents folder, double-click WIRECON.REP. If requested, do the following:
■ In the Windows Cannot Open File dialog box, click Select the Program from a List.
■ Click OK.
■ In the Open With dialog box, select Notepad.
■ Click OK.
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47: Close the Documents folder.
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