Create a Microsoft Excel template for exporting product structures

You can create a custom Microsoft Excel template so that business users can export the product structures, allowing for formatted results and the inclusion of custom form properties.

Business users often export the structures to Microsoft Excel. This is useful for several reasons, including easily sharing data with others or preparing to make bulk changes that can be then imported back to Teamcenter. To streamline this process, you can create and make the templates available, allowing users to export the predefined structure data to Excel.

Procedure

1. Add a custom Excel template, as follows:

   1. Ensure you are logged on as a user with Teamcenter administration privileges.

   2. Create a new item of type ExcelTemplate in the Teamcenter administrator's account Home → Requirements Management Templates → ExcelTemplates folder.

   3. Add the MSExcelX dataset underneath the ExcelTemplateRevision object.

      Teamcenter uses the named reference of this dataset as your template for structure export.

      Note: Choose appropriate naming conventions for item, dataset, and named reference. Bypass naming rules if required.

2. To include any custom form properties in the report, create a custom transfer mode and add it to the Excel template. The transfer mode comprises a custom closure rule and a custom property set.
   1. In the PLM XML/TC XML Export Import Administration application, create a custom closure rule to export the item revision master form. For example: Primary object class *, Secondary object class Item Version Master, Relation type PROPERTY, Related property or object IMAN_master_form_rev, Action type PROCESS + TRAVERSE.
   2. Create a custom property set that defines the custom form properties you want to export. The property set should contain a line similar to the following for each custom property you want to export: Primary object class Form, Relation type PROPERTY, Related property or object custom_form_name, Action type DO.
3. Before configuring the Excel template, test the custom transfer mode works by performing a PLM XML export.

   1. In Structure Manager, select an item revision that includes your custom form properties.

   2. Choose Tools → Export → Object → PLMXML → your custom transfer mode.

      Teamcenter creates a PLM XML output file.

   3. Verify the output file holds the values of the custom properties.

4. Configure the Excel template by adding the necessary columns for the custom properties, logos, and hyperlinks. Refer to the sample files for examples.
5. By default, every level in the Excel template is displayed in a different row in the final result. To merge values for a single revision into one row, you must apply packing to the ExcelTemplate item type.
   1. Check out the item.
   2. Select the apply_packing value for the Excel Template Rules property and modify it as necessary.
   3. Check in the item.
6. Perform the structure export by choosing Tools → Export → Objects to Excel → Use Excel Template and selecting your custom Excel template.