Has anyone come up with a workaround to export a search in PDM Standard? This seems like it should be basic functionality and not a Pro Only feature.
I could be wrong (I haven't installed PDM Standard 2018 yet) but I think the integrated search tool now has an Excel out button. Anyone have PDM Standard 2018 installed yet can verify in a few minutes.
Thanks Steve, maybe no one has had the nerve to install 2018 yet
I'll try to get our license server updated and try upgrading my test machine and see how it looks.
Hi Steve, I thought I had heard something about this as well for 2018. A quick look at the 2018 help (online, I haven't installed it yet either) makes it appear like exporting search results is still a PDM Pro Only thing. Am I missing an otherwise undocumented feature?
(Link here: 2018 SOLIDWORKS PDM Help - Exporting Search Results (For SOLIDWORKS PDM Professional only) )
Dave Hoder, I've heard about folks "data mining" their PDM vaults using SQL queries directly. (For example Joe Medeiros post here on Engineers Rule: https://www.engineersrule.com/data-mining-pdm-vault/ ) I haven't tried this myself, but it seems like it might be an answer to your question.
EDIT --> This Javelin post is a good introduction to setting up the SQL Management Studio Tool.
This post is also handy for installing the SQL Management Studio Tool:
I've been playing with the SQL Server Management Studio tool for a little while today and have been pleased with the results. Learning to write SQL queries is a lot like learning a programming language (maybe it is?) but fortunately there is quite a bit of help here on the forums and elsewhere. The most useful thing I've found so far is this post which has code for creating a list of all of the files in my vault. The results of this search can be brought into Excel and manipulated as desired. (I'm much better at Excel that I am SQL.) It's not exactly "user friendly", but it is a wealth of information that I think can be manipulated into more useful pieces of information.
Hope that helps.
Creating a SQL List of all files in a folder that are in a specific state
This may not be the 'workaround' that you were looking for, but I just learned that it is also possible to directly connect Excel to a SQL (or SQL Express) database. This option seems to deliver the data directly to Excel, where it can be PivotTable'd to create custom reports (or "Business Intelligence" as Microsoft seems to call it now. I know that Excel can perform Write operations back to the database, so I'm not sure what the dangers of this approach might be. (Does Tim Webb or Steve Ostrovsky have any 'smart people' ideas about this?
Connect a SQL Server database to your workbook (Power Query) - Excel
And here is a SOLIDWORKS Tech Blog post showing how to connect Excel to Enterprise PDM (circa 2015).
Connecting Microsoft Excel to SOLIDWORKS Enterprise PDM
I've connected queries in Excel before. Access is a better tool for that IMHO because you can connect tables or queries and make reports in a more user friendly environment. I used to do that with our ERP to build reports without burning a license. Digging into the pdm database from an external source is more trouble than it's worth for now though. I'm just trying to figure out what I can do for upper management in one easy interface without moving up to pro. It might be worth fudging with in the future though and add a button to a data card or something that launches an Access database or Excel query.
I would suggest you do not do any Updates, Deletes or Inserts to the SolidWorks PDM database. You can run Select queries until your heart's content, but you can easily wreck a database if you start writing data back to it - unless you're using the PDM API which is not available in PDM Standard.
Agreed, any connection to another database from Excel, Access, etc. should be read only (unless you designed the original database).
Thanks for the mention William. I created an Excel data source connection for a customer last month for querying their PDM Standard database and it works well. As Dave mentioned, Access is a great option too for report management. It just depends on the goal you're trying to accomplish. Your link to the Microsoft site is a great resource.
Retrieving data ...