How to Publish a Data Subset in SOLIDWORKS Inspection
How to Publish a Data Subset in SOLIDWORKS Inspection
Hello, SOLIDWORKS enthusiasts! Today, we’ll delve into a practical approach to managing and exporting specific subsets of data using SOLIDWORKS Inspection. This method is particularly geared toward those developing export templates for in-process criteria, ensuring you can focus on what truly matters in your projects.
Setting the Stage
To illustrate this process, let’s start with a project where I’ve already completed ballooning. At the core of our discussion is the characteristic tree at the bottom of the screen, which houses all necessary information. One key feature I’ve added is a custom column named “Show on In-Process Report,” which operates on a simple “Yes” or “No” basis. This addition is crucial for filtering data effectively.
Customizing Your Workspace
Custom columns can be easily added in the SOLIDWORKS options. Begin by navigating to the options and selecting the “lists” section. Here, you can introduce custom fields. My custom field one is intentionally missing to highlight the addition of a new field titled “Show on In-Process Report.”
To incorporate values like “Yes” and “No,” simply click on the plus sign to populate the dropdown list. Finalize the process by clicking okay, prompting the system to automatically add the column to your workspace. Remember, if it doesn’t appear immediately, ensure it’s toggled on under the “User Interface” section within options.
This characteristic table setting allows you to streamline your view, minimizing unnecessary data clutter that may not be relevant to your specific project needs.
The Art of Filtering
With the custom setup complete, the focus shifts to exporting only the data marked “Yes.” Solicit the filter symbol by hovering over the column title. Selecting “Yes” and clicking okay activates the filter, removing all “No” entries from your characteristic tab view.
Now, you’re ready to export. Within the Excel export settings, choose to export only the filtered data, ensuring that your output precisely mirrors your selection criteria. This results in an Excel file solely containing items marked “Yes” in your in-process report.
Conclusion
This streamlined method for exporting data subsets within SOLIDWORKS Inspection is efficient and intuitive, relying on basic filtering rather than complex template modifications. The filter acts as a versatile tool to extract only the necessary data, facilitating a seamless export process to Excel.
About the author
Kali is an Elite Applications Expert based in Phoenix, Arizona. Since 2013, she has been providing SOLIDWORKS training, technical support, and services to MLC CAD Systems customers throughout the country. Her background includes industry experience as a Metrology Applications Engineer and an education in Aerospace Engineering.


