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Creating a Report Query with SOLIDWORKS PDM

Article by Joe Medeiros, CSWE created/updated July 27, 2017

SOLIDWORKS PDM Reports are useful for extracting information from an SQL database, without the need to run a SQL query. While SQL queries will return the information requested, running these queries requires knowledge of the syntax, used to compile them. Most SOLIDWORKS PDM users do not possess this knowledge. Also, it is not wise to allow users direct access to the SQL databases, as they could unintentionally, damage them.

In order to allow PDM users to query the SQL database, while preventing direct access, you can define a SOLIDWORKS PDM Report Query from a PDM Local Vault View.

A couple of sample Reports are installed with PDM and more can be downloaded from the SOLIDWORKS Knowledge base. While these existing reports are useful, they may not provide the information that you need to access. In this article, will look at the basics of creating a Report, so that users, can access this information. FORMATTING THESE REPORTS, REQUIRES UNDERSTANDING OF HOW TO GENERATE THE REQUIRED SQL QUERY.

In order to generate a PDM report, we first need to create and test an SQL query that will return the information we require. This is carried out in the SQL Management Studio.

New Query

New Query

Once you create and test your SQL query, you can now use the query to generate a PDM Report. The first step is to start a Text editor, such as Notepad and enter the below elements.

@[SQL query name]
 §Name [Report name]

§Company [Company name]

§Description
 [Description of Report]

§Version [1.0]

§Arguments
 [
 ]

§Sql
 [
 SQL query syntax
 ]

Next copy the SQL query into

§Sql
 [
 ]

The SQL query goes between the square brackets of the text string:

§Sql
 [
 ]

Below is a an example of a report that will non-delete files in the vault

@[AllFilesInTheVailt]
 §Name [Shows All Files In The Vault]

§Company [SolidWorks]

§Description
 [This query will show all non-deleted files in the vault.]

§Version [1.0]

§Arguments
 [
 ]

§Sql
 [
 SELECT (P.Path + D.Filename) AS All_nondeleted_FilesInTheVault
 FROM DocumentsInProjects AS DIP
 JOIN Projects AS P
 ON P.ProjectID = DIP.ProjectID
 JOIN Documents AS D
 ON D.DocumentID = DIP.DocumentID
 WHERE D.Deleted = 0
 ORDER BY Path, Filename ASC
 ]

Once all the syntax has been entered, save the file with the extension ‘crp’.

Please refer to my Using the Report Generator article for instructions on running reports.

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Joe Medeiros, CSWE

Joe Medeiros is a SOLIDWORKS and PDM Certified Expert. He has been helping SOLIDWORKS users with training, mentoring and implementations since 1998. He combines industry experience with a thorough understanding of SOLIDWORKS products to assist customers in being successful. He shares his experience and expertise through blogs; one of which has been incorporated into the SOLIDWORKS Essentials training manual.

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