Overview

In OpenPlant Modeler, to Customize BOM reports as per requirement by user.

Background

When generating BOM report for Piping components it generates an output of each component of same group individually and not getting consolidated with respect to group it falls under. Sometimes it is required to generate a consolidated Summary report based on piping component class. Below steps will aid user to get the desired output using MS feature, Pivot Table option.

Steps to Accomplish

1. Launch OpenPlant Modeler, Select Project unit. Say OPModeler_Metric here.
   
   
2. Go to OpenPlant Modeler>Tools>Item Reports.
   
   
   
   
3. From Piping>Piping Component, select BOM type BOM by Line Number. 
   
   
4. Right click on it, Select ‘Edit’. 
   
   
   
   
5. Click on Query under Edit Report dialog.
   
   
   
   
6. Select Multiple types of Items, to enable it to select multiple classes to choose.
   
   
   
   
7. Select Seal, Piping Component, Bolt like shown in below image.
   
   
   
   
8. Once selection done, it will look like below. ENSURE the button as highlighted below should be enabled, un-selection may result to error.
   
   
   
   
9. Open as Grid.
   
   
   
   
10. Export Report, using icon present in top left of report window.
    
    
    
    
11. Save it .xlsx format to further work for Pivoting it.
    
    
    
    
12. Open, saved xlsx file and select EC Class name and Length at a time by dragging.
    
    
    
    
13. Click on Pivot Table after selection. Insert>Pivot Table.
    
    
    
    
14. Create Pivot Table option pops up. You may select the range or keep it unchanged as based on selection Sheet/Range already got selection. Select New worksheet like shown in below image.
    
    
    
    
15. This will create a new worksheet, ready for pivoting.
    
    
    
16. Click on EC Class Name and Length. This will pivot all components and give a count.
    
    
    
    
17. Notice Pipe reports to Pipe Quantity here. To Set Pipe as SUM of length. Right click on Pivot Table created > Value Field Settings. See image below.
    
    
    
    
18. Set the value from Count of length to Sum of length. Click ok.
    
    
    
    
19. Copy all previous fields to one place and also paste the sum of length for pipe to it. See below as final consolidated BOM.
    
    
    
    
20. Above Mentioned steps is one example which facilitates user to create a report type. By selecting other columns user can get different types of report. 

See Also

http://communities.bentley.com/products/plant/design___engineering/w/plant_design_and_engineering__wiki/4352.openplant-reporting

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