Some important information that may help you create an Excel Form Report is as follows:
To use the Excel Form Report command, you do not need to install Microsoft Excel.
Ensure that the dimensions required to be reported in the Excel Form Report are selected on the Data tab.
PC-DMIS does not report the dimensions on the Excel Form Report if they are not marked during execution.
Counter is a field that you can use to place a dimension number in a row or column.
PCD ID is a string that PC-DMIS provides for a unique identification of each dimension in a measurement routine. You can use the PCD ID field in the Dimension group to associate the field in the template to identify the dimension in the Excel Form Report.
The Requirement field in the Dimension group indicates the dimension's requirement, which was created with a combination of the nominal value and upper tolerance or lower tolerance. You can use the Requirement field to display the control frame for FCF and size dimensions in the Excel Form Report. To do this, you need to associate the Requirement field in the template and mark the Use control frame for requirement of FCF and Size dimensions check box in the Report Settings dialog box.
PC-DMIS provides a default custom field named "Designator". You can use the designator in the Excel Form Report to identify a dimension as major, minor, or critical.
You need to associate the fields in the template only one time. The .layout.xml file saves the fields' associations. The next time you open the template from any measurement routine, you can see the same association. But, if you have used tracefields in your association of header fields in a template, and those tracefields do not exist in another measurement routine, the cells turns red for those fields.
You can create multiple Excel Form Report commands in a single measurement routine. Each command in the measurement routine generates a separate Excel Form Report. You need to ensure that each command generates a report with a different file name. If multiple commands have the same file name, the command overwrites the file generated by another command.
You can define the variable in the Edit window for the Report folder. Create a variable in the Edit window, assign the variable to the directory where you want to store the resultant file, and replace the Report folder in the Excel Report command with the variable.
If you want to send your measurement routine to another user who can generate an Excel Form Report with custom fields, you need to send the measurement routine, template, .layout.xml, and CustomFieldsSettings.xml files.
For more information about creating the command, see "Creating an Excel Form Report Command".