Creating a drawing from part or assembly in Solidworks - Dashboard Building Guide

Dashboard Mode - Creating a drawing from part or assembly

Goal

Create a clear, detailed drawing from a 3D part or assembly model to communicate design specifications for manufacturing or review.

Sample Data

Item ID	Name	Type	Material	Quantity	Dimensions (mm)
101	Bracket	Part	Aluminum	1	100x50x20
102	Gearbox	Assembly	Steel	1	200x150x100
103	Shaft	Part	Steel	1	150x20
104	Motor Assembly	Assembly	Mixed	1	300x200x150
105	Cover Plate	Part	Plastic	1	120x80x10

Dashboard Components

• KPI Card: Total Items - Counts all parts and assemblies (Formula: COUNT(Item ID)) Result: 5
• KPI Card: Total Assemblies - Counts only assemblies (Formula: COUNTIF(Type, 'Assembly')) Result: 2
• Table: Item Details - Shows Item ID, Name, Type, Material, Quantity, Dimensions
• Bar Chart: Quantity by Material - Visualizes total quantity grouped by material type
• Pie Chart: Parts vs Assemblies - Shows proportion of parts and assemblies
• Button: "Create Drawing" - When clicked, generates a drawing preview for the selected item
• Drawing Preview Panel: Displays the 2D drawing view of the selected part or assembly with dimensions and annotations

Dashboard Layout

+----------------------+----------------------+----------------------+
|      KPI: Total      |    KPI: Assemblies   |    Button: Create    |
|       Items (5)      |       (2)            |      Drawing         |
+----------------------+----------------------+----------------------+
|                          Bar Chart: Quantity by Material               |
|                                                                       |
+-----------------------------------------------------------------------+
| Pie Chart: Parts vs Assemblies |          Table: Item Details           |
|                               |                                       |
+-------------------------------+---------------------------------------+
|                      Drawing Preview Panel (shows selected item)       |
+-----------------------------------------------------------------------+

Interactivity

Select an item from the Item Details table. The Drawing Preview Panel updates to show the 2D drawing of that item.

Click the "Create Drawing" button to generate or refresh the drawing preview for the selected part or assembly.

Filters on Material or Type update the table and charts to reflect only filtered items, and KPI cards update counts accordingly.

Self Check

If you add a filter to show only items with Material = 'Steel', which components update?

• KPI Cards update: Total Items changes to 2, Total Assemblies changes to 1
• Bar Chart updates to show quantity only for Steel
• Pie Chart updates to show parts vs assemblies only for Steel items
• Item Details table shows only Steel items
• Drawing Preview Panel updates when selecting an item from filtered table

Key Result

Dashboard to track parts and assemblies with interactive drawing previews from selected items.

Practice

1. What is the first step when creating a drawing from a part or assembly in SolidWorks?

easy

A. Add dimensions to the drawing before selecting views.

B. Export the part as a PDF before creating the drawing.

C. Save the drawing file without selecting a template.

D. Open the part or assembly file and select 'Make Drawing from Part/Assembly'.

Solution

1. Step 1: Open the part or assembly file

   You must first open the part or assembly you want to create a drawing from in SolidWorks.

2. Step 2: Select 'Make Drawing from Part/Assembly'

   Use the menu option to start a new drawing based on the opened file.

3. Final Answer:

   Open the part or assembly file and select 'Make Drawing from Part/Assembly'. -> Option D

4. Quick Check:

   Starting from the part file = Open the part or assembly file and select 'Make Drawing from Part/Assembly'. [OK]

Hint: Always start from the part or assembly file first [OK]

Common Mistakes:

• Trying to add dimensions before creating views
• Skipping template selection
• Exporting before drawing creation

2. Which of the following is the correct way to insert a standard view into a drawing in SolidWorks?

easy

A. Right-click on the drawing sheet and select 'Insert Standard 3D View'.

B. Select 'Insert' > 'Model View' and choose the desired view orientation.

C. Drag the part file directly onto the drawing sheet.

D. Use the 'View Layout' tab and click 'Standard 3 Views'.

Solution

1. Step 1: Open the drawing and go to Insert menu

   In SolidWorks, to add views, you use the 'Insert' menu and select 'Model View'.

2. Step 2: Choose the part or assembly and view orientation

   After selecting 'Model View', pick the file and the view (front, top, side) to insert.

3. Final Answer:

   Select 'Insert' > 'Model View' and choose the desired view orientation. -> Option B

4. Quick Check:

   Insert > Model View = Select 'Insert' > 'Model View' and choose the desired view orientation. [OK]

Hint: Use Insert > Model View to add standard views [OK]

Common Mistakes:

• Trying to drag files onto the drawing sheet
• Looking for 'Insert Standard 3D View' which doesn't exist
• Using 'View Layout' tab incorrectly

3. Given a part drawing with a front view inserted, what happens if you select the front view and choose 'Projected View' and drag to the right?

medium

A. A section view is created automatically to the right of the front view.

B. A top view is created automatically to the right of the front view.

C. A side view is created automatically to the right of the front view.

D. Nothing happens until you manually select the view type.

Solution

1. Step 1: Understand Projected View behavior

   When you create a projected view from a front view and drag right, SolidWorks creates the right side view.

2. Step 2: Confirm view placement

   The projected view aligns with the front view and shows the side profile automatically.

3. Final Answer:

   A side view is created automatically to the right of the front view. -> Option C

4. Quick Check:

   Projected view right = side view [OK]

Hint: Projected view direction matches standard view orientation [OK]

Common Mistakes:

• Confusing top and side views
• Expecting section view from projected view
• Thinking manual selection is needed

4. You try to insert a drawing view but get an error saying 'Model not found'. What is the most likely cause?

medium

A. The part or assembly file was moved or renamed after creating the drawing.

B. You forgot to save the drawing file before inserting views.

C. The drawing template is corrupted.

D. You selected the wrong sheet size in the drawing.

Solution

1. Step 1: Identify cause of 'Model not found' error

   This error usually means SolidWorks cannot locate the original part or assembly file linked to the drawing.

2. Step 2: Check file location and name

   If the part or assembly was moved or renamed after the drawing was created, the link breaks causing this error.

3. Final Answer:

   The part or assembly file was moved or renamed after creating the drawing. -> Option A

4. Quick Check:

   Model not found = moved/renamed file [OK]

Hint: Keep part files in original location to avoid link errors [OK]

Common Mistakes:

• Assuming saving drawing fixes model link
• Blaming template corruption
• Changing sheet size unrelated to model link

5. You need to create a detailed drawing of an assembly showing exploded views and balloon annotations for each part. Which sequence of actions is correct?

hard

A. Create drawing from assembly, insert exploded view, then add balloons linked to BOM.

B. Create drawing from assembly, add balloons first, then insert exploded view.

C. Create drawing from assembly, export exploded view as image, then add balloons manually.

D. Create drawing from assembly, insert section views, then add balloons.

Solution

1. Step 1: Create drawing from assembly

   Start by opening the assembly and creating a new drawing from it.

2. Step 2: Insert exploded view

   Use the drawing tools to insert the exploded view of the assembly to show parts separated clearly.

3. Step 3: Add balloons linked to BOM

   Add balloon annotations that automatically link to the Bill of Materials for clear part identification.

4. Final Answer:

   Create drawing from assembly, insert exploded view, then add balloons linked to BOM. -> Option A

5. Quick Check:

   Exploded view then balloons linked to BOM = Create drawing from assembly, insert exploded view, then add balloons linked to BOM. [OK]

Hint: Insert exploded view before adding balloons for clarity [OK]

Common Mistakes:

• Adding balloons before exploded view
• Exporting exploded view as image instead of native view
• Confusing section views with exploded views