Complete guide: from ballooning to exporting embedded data to your inspection sheet EXCEL file

Step 1: Select File in the menu bar and click Open.

AutoCAD to PDF Converter -file selection

Step 2: Select a drawing file (DWG, DXF, PDF, etc.) that you would like to balloon (In this example, SOLONOID_VALVE.dwg). Then press Open.

Select PDF as output option


If you want to see the drawing with black lines on a white background. Press three toggle buttons at the bottom-right of the software window (as you can see three red rectangles in the below example image). If not, please skip this instruction.



Step 3: Select Settings in the menu bar and click Explode Blocks (Please skip step 3 and step 4, if you use a PDF drawing).

Change AutoCAD to PDF output settings

Step 4: Tick Explode Viewports and press OK.

Press convert button

Step 5: Select QA in the menu bar and click QA Settings.

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Step 6: A QA settings window opens. Click * button (the red rectangle in the below example image).

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Step 7: Then a Define QA Attributes Table window opens. Press the New button.

Select PDF as output option

Step 8: When a New Table window opens, type your table name as a new table name (PPAP example in this example). Press OK button.

Change AutoCAD to PDF output settings

Step 9: Now open your inspection sheet EXCEL file on EXCEL or other spreadsheet software. Check start cell and filed names(Start Cell: A9, Field Names: Item, Dimension, Limits, Test Date, Qty in this example).

Press convert button

Step 10: Go back to QA-CAD software. Type first Field Name and Press ... button (Item No is typed as a first field name in this example).

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Step 11: Then Field Type window opens. Make sure that Text is selected as a Type and press OK button.

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Step 12: Type second Field Name and Press ... button (Dimensions is typed as a second field name in this example).

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Step 13: Field Type window opens. Select Dimension as a Type and press OK button (If you want to output all dimension, upper tolerance and lower tolerance into a single cell, select Dim/Tol Label here.).

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Step 14: Make sure that Dimension is listed as a Type next to the Field Name, dimensions (the red rectangle in the below example image. If Dimension is not listed as a type like the below image, QA-CAD does not capture dimension/tolerance values from drawings).

Select PDF as output option

Step 15: Type third Field Name and Press ... button (Upper Limits is typed as a third field name in this example).

Change AutoCAD to PDF output settings

Step 16: When Field Type Window opens, select Max Dimension as a Type and click OK.

Press convert button

Step 17: Make sure that Max Dimension is listed as a Type next to the third Field Name. (Max dimension values are automatically calculated with maximum tolerance, which is listed on the drawing, or specified ISO tolerance standard on QA-CAD.

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Step 18: The rest of the field name operations is similar to previous ones. Type fourth Field Name and Press ... button (Lower Limits is typed as the fourth field name in this example). Also Type fifth Field Name and sixth Field Name (Test Date and Quantity respectively in the below example image). Press Save button. Then press OK button.

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Step 19: Then select your defined definition table on the QA Settings window (PPAP example in this below example image).

Select PDF as output option

Step 20: Now you need to choose an EXCEL template that you would like to export. Press * button next to the Excel template(the red rectangle in this below image).

Change AutoCAD to PDF output settings

Step 21: Then a Manage Excel templates window opens. Press New button (the red rectangle in the example image).

Press convert button

Step 22: A New Excel Template window opens. Type your new table name (PPAP example in this example image). Press OK button.

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Step 23: Press ... button next to the Excel File Name input filed (the red rectangle in the example image).

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Step 24: A File Browse window opens. Select an EXCEL file that you would like to export embedded values to (PPAP_Dimensional _Results-Sample.xls is selected in the example image). Press Open button (EXCEL file formats, .xls, .xlsx and .xlsm are supported).

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Step 25: Make sure that a sheet, that you would like to export, is selected as a Primary sheet. Press Configure Columns button.

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Step 26: Columns configuration window opens.

Select PDF as output option

Step 27: Type Start Column and start row that you would like to start exporting embedded data from the drawing (Just go back to your spreadsheet software and confirm the Start Column and Start Row). In this example, A is typed as a Start Column and 9 is typed as a Start Row. Then you can configure to export data type to columns in your inspection sheet. Balloon/ Item No. is selected by default in Column A. For Column B, you can select Dimensions as you can see from the example image.

Change AutoCAD to PDF output settings

Step 28: Make sure that Dimensions is selected in Column B.

Press convert button

Step 29: For Column C, we do not need any data. So select [Blank].

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Step 30: Make sure that [Blank] is selected in Column C.

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Step 31: Select Upper Limits in Column D.

Select PDF as output option

Step 32: Make sure that Upper Limits is selected in Column D.

Change AutoCAD to PDF output settings

Step 33: Then select Lower Limits in Column E.

Press convert button

Step 34: Make sure that Lower Limits is selected in Column E.

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Step 35: select Test Date in Column F.

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Step 36: Make sure that Test Date is selected in Column F.

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Step 37: select Quantity in Column G.

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Step 38: Make sure that Quantity is selected in Column G. Press OK button.

Select PDF as output option

Step 39: Then a Manage Excel Templates window opens. Press Save button and OK button.

Change AutoCAD to PDF output settings

Step 40: QA settings window opens. Select your Excel Template (PPAP example is selected in this example). click OK button.

Press convert button

Step 41: Select QA in the menu bar and click Add QA Symbol.

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Step 42: Tick Attach Attributes and Capture Dimension Value. Press OK button.

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Step 43: Your mouse pointer changes and looks like a circle with a plus sign on the software (as you can see the circle inside the red rectangle in the below image). In this mode, you can draw balloons on the drawing. Move the circle to where you would like to place a balloon and left-click once.

Select PDF as output option

Step 44: Then the circle is placed. You can move the plus sign to a dimension value you would like to capture (in this example, the plus sign moved towards 0.5). Left-click once again.

Change AutoCAD to PDF output settings

Step 45: Then the new balloon is placed (the red number one balloon in this example image) and then left-click twice (you need to keep hovering the plus sign on top of the target dimension value).



Step 46: The dimension value is captured and displayed on Add/Edit QA Symbol Attribute window (The upper limit and lower limit are automatically calculated based on a built-in ISO 2768 tolerance database in this example).



Step 47: Repeat from Step 43 to Step 46 until you finish placing all balloons (In the example image, seven balloons are placed in the drawing).

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Step 48: Now if you would like to export embedded data to EXCEL or CSV file, select QA in the menu and click Export Attributes.

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Step 49: A Export QA Attributes Type window opens. Select an EXCEL template or CSV file you would like to export (PPAP example is selected in the example image). Press OK button.

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Step 50: Type a File Name(SOLONOID_VALVE - PPAP example.xls in the example image). Then press Save button.

Select PDF as output option

Step 51: If you would like to view the saved file, press Yes button.

Change AutoCAD to PDF output settings

Step 52: Then your spreadsheet software automatically opens. Now you can see the exported embedded data on your customized inspection sheet EXCEL file.

Press convert button

Step 53: Select File > Save Markup Edits to save the work ballooned drawing (This operation generates a CVM file which stores all overlaid balloons and markup information. The original drawing is untouched).



Step 54: Select File > Publish to PDF to save the delivery ballooned drawing.