Last update 2011-02-28

Applies to

Exporting a list of all parts & documents with their release status

Using the Data Transformations ("DT") collection, you can create a new custom export containing all part and document records in your PDXpert system. The export files are in CSV (comma-separated value) text format and include summary data such as item class, type, number, latest revision and its release status.

Use this Item Listing.zip file

Download the Item Listing.zipfile, and unzip the contents to a convenient location. There are four files; you'll first use Item Listing - Parts DQ.xml and  Item Listing - Parts.xslt as detailed below, then perform similar steps with theItem Listing - Documents DQ.xml and Item Listing - Documents.xslt files.

Create the new "Item Listing - Parts" DT member

To add the new Data Transformations member to the Collection Explorer:

1. In the Collection Explorer's General tree, navigate to theData transformations node.

2. Open the context menu, and select Add Member.

3. In the new member window, assign the name Item Listing - Parts to the data transformation.

4. Select Provider as Table-formatted data.

5. Clear the Is for import checkbox (that is, it shouldn't be checked).

6. Click on the DT member's Data Query tab. Open the Item Listing - Parts DQ.xml file in Windows Notepad or WordPad (not in Word or other word processing application). Select the entire contents (Ctrl+A) and copy (Ctrl+C), then paste (Ctrl+V) into the Data Query tab's textbox.

7. Click on the query member's XSLT tab. Open the Item Listing - Parts.xslt file in Windows Notepad or WordPad (not in Word or other word processing application).  Select the entire contents (Ctrl+A) and copy (Ctrl+C), then paste (Ctrl+V) into the XSLT tab's textbox.

8. Click on the query member's Options tab. We won't need any of these options (and we don't want the performance penalty by keeping them), so clear the mark from each of the checkboxes.

9. Lock the window (F2 key), and close it.

Create the new "Item Listing - Documents" DT member

Repeat the same process, but this time you'll create a newData Transformations member called Item Listing - Documents (in step 3, above). Copy the contents of the Item Listing - Documents DQ.xml file (step 6) and the Item Listing - Documents.xslt file (step 7).

Create an export file

To run one of the new exports:

1. From the Tools menu, select theReport/Export Wizard...
2. Click the Export table-formatted data button.
3. Select the Item Listing - Parts orItem Listing - Documents as the dataset to export, then click the Next > button.
4. Navigate to a convenient location, specify a file name, and click the Save button.

You can open the resulting CSV file in Microsoft Excel or a text editor such as Notepad.