About Hole Charts

A hole chart dimensions the location and size of holes and inserts the results of the dimensioning into the drawing in the form of a table. The location of a hole is dimensioned with respect to a predefined point (origin), and can therefore be seen as a type of coordinate dimension.

Hole charts created with AMHOLECHART are standard dependent. For example, standard properties such as text style, text height, and text color come from the settings in the Standard Settings dialog box. The attributes, order, and increment of the coordinate reference numbers also depends on the standard you use.

Definitions of the main keywords and expressions used in the Hole Chart feature:

Hole

Any circle, standard hole, or circular edge that belongs to AutoCAD Mechanical hole features.

Hole Chart

A table that contains data of selected holes. Each hole is represented by its label, its position in the drawing, and by the size of its diameter. As default, the Hole Chart always appears in the drawing.

Hole Table

A table like the Hole Chart, but contains data for holes with different diameter sizes. A hole in this table is represented by its item number and by the size of its diameter; no coordinates appear in this table. Hole Table is an ANSI-dependent feature.

Origin

Point from which the location of holes are measured.

Point

Point defining the location of a hole or a point in the drawing.

Label

Text identifying a point or a hole in the drawing.

Cartesian Hole Chart

A hole chart in which the location of holes and points in the drawing are measured in X and Y in Cartesian coordinates.

Polar Hole Chart

A hole chart in which the location of holes and points in the drawing are measured in polar coordinates.

Procedures
To create a hole chart or a hole table

Before you create a hole chart or a hole table, make sure that you have a part with dimensioned hole features. When you use the ANSI standard, the program creates hole charts and hole tables automatically. When you use any other standard, the program creates only hole charts automatically. Use the Options dialog box to create hole tables along with the hole charts.

To create a hole chart
  1. Click Annotate tab Table panel Hole Chart. At the Command prompt, enter AMHOLECHART.
  2. Turn on Osnap by selecting the Osnap button at the bottom of the screen. Enabling Osnap helps with point selection.
  3. Specify a point origin to use for dimensioning the location of holes in the drawing.
  4. Specify the angle by which the Hole Chart coordinates are to be deviated from the UCS, and then press ENTER.
  5. Specify a name for the point origin, and then press ENTER.
  6. In the drawing area, select the holes to include in the hole chart, and then press ENTER.
  7. Specify an insertion point to place the hole chart.
NoteIf the hole chart is too long, you can split the hole chart into multiple hole charts. For details, see the section “To split a hole chart into multiple hole charts using filters” in the Help page To edit hole charts and tables.
To create a nested hole chart

A nested hole chart is a consolidated table that describes the coordinate positions and specifications of holes that belong multiple origins.

To create a nested hole chart:

  1. Click Annotate tab Table panel Hole Chart. At the Command prompt, enter AMHOLECHART.
  2. Specify a point origin to use for the nested hole chart.
  3. Specify the angle by which the Hole Chart coordinates are to be deviated from the UCS, and then press ENTER.
  4. Specify a name for the point origin, and then press ENTER.
  5. At the “Select holes or [Block/POint]:” prompt, select the origins of the hole charts to include in the nested hole chart, and then press ENTER.
  6. Specify an insertion point to place the hole chart. The program creates the nested hole chart and erases the individual hole charts.
To create a hole table
  1. At the Command prompt, enter AMOPTIONS.
  2. In the Options dialog box, on the AM:Standards tab, double-click Hole Chart.
  3. In the Hole Chart Settings dialog box, click the Hole Table button.
  4. Click OK in all dialog boxes.
  5. Click Annotate menu Hole Charts.
  6. Specify a point origin to use for dimensioning the location of holes in the drawing.
  7. Specify the angle by which the Hole Chart coordinates are to be deviated from the UCS, and then press ENTER.
  8. Specify a name for the point origin, and then press ENTER.
  9. In the drawing area, select the holes to include in the hole chart, and then press ENTER.
  10. Specify an insertion point to place the hole chart.
  11. Specify an insertion point to place the hole table.
To edit hole charts and tables
To add a column to a hole chart or table
  1. At the Command prompt, enter AMOPTIONS.
  2. In the Options dialog box, on the AM:Standards tab, double-click Hole Chart.
  3. In the Hole Chart dialog box, click (Column Properties).
  4. In the Hole Chart Columns dialog box, click to display the column headers list.
  5. From the column header list, select a column header, and click the Add Columns button.
  6. Click OK in all dialog boxes.
To change the width of columns in a hole chart or table
  1. In the drawing area, double-click a hole chart or a hole table.
  2. In the Hole Chart dialog box, click .
  3. In the Hole Chart Columns dialog box, click the blank cell at the beginning of the row whose width you want to change.
  4. In the Width box, specify a value.
  5. Click OK in all dialog boxes.
To set precision for numeric value in a hole chart or table
  1. In the drawing area, double-click a hole chart or a hole table.
  2. In the Hole Chart dialog box, click .
  3. In the Hole Chart Columns dialog box, select the row to set precision for by clicking the blank cell at the beginning of the row.
  4. Click OK in all dialog boxes.
To create and edit formulas in a hole chart or table
  1. In the drawing area, double-click a hole chart or a hole table.
  2. In the Hole Chart dialog box, click .
  3. Right-click the Formula/Format cell in the row for which you want to create a formula.
  4. From the menu, click Formula.
  5. In the Formula dialog box, enter an equal sign (=) as the first character.
  6. Enter the formula expression, and click OK.
To change the title of a hole chart or table
  1. In the drawing area, double-click a hole chart or a hole table.
  2. In the Hole Chart dialog box, click the Settings button. The Hole Chart Settings dialog box is displayed.
  3. You can derive the table title from a formula or add a custom text for the title.

    To derive the table title from a formula:

    • In the Table Title box, type the equal sign (=) as the first character.
    • To add the default title, type <Default Title> (this reference evaluates to HOLE table or LIST OF COORDINATES).
    • To add the name of the origin, type <Origin>.
    • To add a line break, type \P (The backslash character followed by an uppercase P and a space character).

    To add a custom text for the title:

    • In the Table Title box, type the title.
  4. Click OK in all dialog boxes.
To fix hole labels so they do not change when you add, delete, or move holes

You can prevent automatic relabeling of holes only under the CSN, DIN, GB, and ISO standards.

To prevent hole labels from changing automatically:

  1. In the drawing area, double-click the hole chart.
  2. In the Hole Chart dialog box, click .
  3. In the Sort dialog box, select Use Sorting Style.
  4. From the Name list, select User Item Order.
  5. Click OK until all dialog boxes close. Hole labels no longer change automatically when you add, delete, or move holes.

To modify a hole label

When you select the User Item order, the program derives hole labels from the User Item (short for Item number) column. To modify the hole label, change the value of the user item cell. To change the user item:

  1. In the drawing area, double-click the hole chart.
  2. If the User Item column does not appear in the Hole Chart dialog box:
    1. Click .
    2. From the Hole Chart Columns dialog box, select the check box at the beginning of the User Item column.
    3. Click OK.
  3. In the Hole Chart dialog box, double-click the User Item cell to edit.
  4. Type the new value for the User Item. The hole label changes automatically.
  5. Click OK.

To reset the counter used for auto numbering the User Item

When you add a new hole to a hole chart, the program increments the User Item automatically and assigns it to the new hole. To set autonumbering to continue from a specific hole:

  1. In the drawing area, double-click the hole chart.
  2. If the User Item column does not appear in the Hole Chart dialog box, click the Column Properties button, and select the User Item column for display, from the Column Properties dialog box.
  3. In the Hole Chart dialog box, right-click the User Item cell from which to continue numbering.
  4. Select Start Auto Numbering at.
  5. Click OK in all dialog boxes. When you add a new hole to the hole chart, the program sets the user item to the next available unique number.
To split a hole chart into multiple hole charts, using filters

In AutoCAD Mechanical, you can split a hole chart into multiple hole charts by:

  • Creating multiple hole charts.
  • Setting a filter to specify which holes appear in each hole chart.

This is an example of creating multiple hole charts. The example uses a drawing of a bracket containing Counterbores, Piped Thread, and Clearance holes. It is required to group the holes by hole type and display each group in a separate hole chart.

  1. Set a filter to the hole chart so that it shows only Counterbore holes:
    1. In the drawing area, double-click the hole chart. The Hole Chart dialog box is displayed.
    2. In the Filters frame, right-click the filter list and select Add Custom Filter from the menu. The Details for Filter frame appears.
    3. In the Details for Filter frame, in the left-most drop-down list, select Counterbore.
    4. In the next drop-down list, select Is true.
    5. In the Multiple hole charts list, double-click the Description cell. Type a name (like “Counterbore Holes”), and then press ENTER.
    6. Click Apply. The list in the main window shows only counterbore holes and the Unassigned holes frame shows that some holes are not assigned to a hole chart.
  2. Create a hole chart and set a filter to it so that it shows only the piped holes:
    1. In the Multiple hole charts frame, click . The program prompts you to place the hole chart in the drawing area.
    2. Click in the drawing area to indicate the insertion point. The Hole Chart dialog box is displayed again.
      NoteThe program automatically assigns unassigned holes to the newly created hole chart.
    3. In the Filters frame, right-click the filter list and select Add Custom Filter from the menu that appears. The Details for Filter frame appears.
    4. In the Details for Filter frame, in the left-most drop-down list, select Description.
    5. In the next drop-down list, select Begins with.
    6. In the adjacent edit box, enter Piped.
    7. In the Multiple hole charts list, click in the Description cell that corresponds to the hole chart and enter Piped Holes.
    8. Click Apply. The list in the main window shows only piped holes and the Unassigned holes frame shows that some holes are not assigned to a hole chart.
  3. Create a hole chart and assign the remaining holes to it:
    1. In the Multiple Hole Charts frame, click . The program prompts you to place the hole chart in the drawing area.
    2. Click in the drawing area to indicate the insertion point. The Hole Chart dialog box is displayed again.
      NoteThe unassigned holes are automatically assigned to the newly created hole chart.
  4. Click OK.
To manage hole charts and tables
To make a column visible in a hole chart or table
  1. In the drawing area, double-click a hole chart or a hole table.
  2. In the Hole Chart dialog box, click the Column Properties button.
  3. In the Hole Chart Columns dialog box, select the column to make visible in the hole chart.
  4. Under Visible in Hole Chart, select Cartesian to make the selected column visible in a Cartesian hole chart.
  5. Select Polar to make the selected column visible in a Polar hole chart.
  6. Click OK in all dialog boxes.
To make a column invisible in a hole chart or table
  1. In the drawing area, double-click a hole chart or a hole table.
  2. In the Hole Chart dialog box, choose the Column Properties button.
  3. In the Hole Chart Columns dialog box, select the column to make invisible in the chart.
  4. Under Visible in Hole Chart, clear Cartesian to make the selected column(s) invisible in a Cartesian hole chart.
  5. Clear Polar to make the selected column(s) invisible in a Polar hole chart.
  6. Click OK in all dialog boxes.
To arrange columns in a hole chart or table
  1. At the Command prompt, enter AMOPTIONS.
  2. In the Options dialog box, on the Standards tab, double-click Hole Chart.
  3. In the Hole Chart dialog box, choose the Column Properties button.
  4. In the Hole Chart Columns dialog box, click the blank cell at the beginning of the row you want to move.
  5. With the row highlighted, click the blank cell at the beginning of the row until a red line appears.
  6. Hold down the pointing device button and drag the red line upward or downward.
  7. When you release the pointing device button, the program positions the row where you placed the red line.
  8. Click OK in all dialog boxes.
To sort data in a hole chart or table
  1. In the drawing area, double-click a hole chart or a hole table.
  2. In the Hole Chart dialog box, choose the Sort Data button.
  3. In the Sort dialog box, select the settings and click OK.
  4. In the Hole Chart dialog box, click OK.
To define settings for hole charts and hole tables
  1. At the Command prompt, enter AMOPTIONS.
  2. In the Options dialog box, double-click Hole Chart.
  3. In the Hole Chart Settings dialog box, select the settings and click OK.
  4. Click OK in the Options dialog box.
NoteYou can also access the Hole Chart Settings dialog box by clicking Settings in the Hole Chart dialog box.
To format the point origin for polar or Cartesian coordinates
  1. At the Command prompt, enter AMOPTIONS.
  2. In the Options dialog box, double-click Hole Chart.
  3. In the Hole Chart Settings dialog box, select a format from the Origin list. Click OK.
  4. Click OK in the Options dialog box.
NoteYou can also access the Hole Chart Settings dialog box by clicking Settings in the Hole Chart dialog box.
To format center points of holes
  1. At the Command prompt, enter AMOPTIONS.
  2. In the Options dialog box, double-click Hole Chart.
  3. In the Hole Chart Settings dialog box, select a format from the Point list. Click OK.
  4. Click OK in the Options dialog box.
NoteYou can also access the Hole Chart Settings dialog box by clicking Settings in the Hole Chart dialog box.
To change how the value of a dimension is expressed

  1. In the drawing area, double-click the dimension text of the dimension you want to edit. AutoCAD Mechanical displays the dimension text within the dimension in-place editor.
  2. Click Power Dimensioning tab Dim Text panel expander.
  3. In the Primary Units drop-down, select the dimension type.
  4. Click Power Dimensioning tab Close panel Close Editor.
Commands
AMHOLECHART

Creates coordinate dimensions for holes in a work piece, dimensions the size of those holes, and generates a hole chart for that work piece.

 Ribbon: Annotate tab Table panel Hole Chart. Not available on the ribbon in the current workspace.
 Toolbar: Dimension
 Menu: Annotate Hole ChartsDoes not exist in the menu in the current workspace.
 Command entry: amholechart

The attributes, order, and increment of the coordinate reference numbers depends on the standard you have selected as the current drafting standard. In the ANSI standard, this command creates a hole table in addition to a hole chart.

COMMAND LINE OPTIONS

Specify insertion point for origin [Polar]: Specify an origin point for the Cartesian coordinates, and then press ENTER. Enter Polar to switch to polar coordinates.

Specify insertion point for origin [Cartesian]: Specify an origin point for the polar coordinates, and then press ENTER.

Specify rotation angle <0>: Specify a rotation angle in respect to the current UCS.

Name of origin <1>: Specify a name for the origin you specified.

Select holes [Block/POint]: Select standard holes, circles, or circular edges that belong to mdt hole features. You may also select a block or a point in the drawing.

Select block reference: Select a block reference in the drawing, and then press ENTER.

Select nested objects: Select nested objects in the drawing, and then press ENTER.

Additional point: Select an additional point, and then press ENTER.

Specify insertion point for hole chart <Dialog>: Specify a point in drawing to insert the hole chart, or enter D to display the Hole Chart dialog box.

Specify insertion point for Hole Table: Specify a point in drawing to insert the hole table.

Hole Chart dialog box

Toolbar buttons

 

Sets coordinates to the Cartesian type.

 

Sets coordinates to the polar type.

 

Creates a hole table. The ANSI standard enables this option by default.

 

Show

Specifies whether the dialog box displays hole chart or hole table details. Select “List of Coordinates” for hole chart and “Hole Table” for hole table.

 

Sorts columns in a selected hole chart or hole table.

 

Closes this dialog box temporarily, enabling you to select a hole from the drawing and add it to the current selection set.

 

Closes this dialog box temporarily, enabling you to select a hole from the drawing and remove it from the current selection set.

 

Inserts hole chart into the drawing.

 

Exports data to MS-Excel, to a text editor, or to other supported formats.

 

Displays the Hole Chart Columns dialog box.

 

Removes a selected column.

 

Deletes one or more selected rows.

 

Displays the Formula Editor dialog box enabling you to specify the formula for the currently selected cell. This button is available only if formulas are applicable for the currently selected cell.

 

Displays the Fits and Tolerances dialog box enabling you to add fits and/or tolerances to the selected cell. This button is available only if fits and tolerances are applicable to the selected cell.

 

Sets the internal counter used for auto-numbering the user item column, to the value of the selected cell. When you add a new hole to the hole chart, this counter increments (until it arrives at a unique number). The number appears in the user item cell of the new hole. This button is available only when you select a cell in the user item column.

 

Renumbers the user item column to reflect the row position in the current sort order.

 

Displays the column headings in the drawing.

 

Displays the column title in the drawing.

 

Controls the display of the grip frame.

Multiple Hole Charts

Contains options to group the selected holes by a filter criteria, and display each group in a separate hole chart. The hole charts thus created share the same origin.

 

Adds a hole chart to the bottom of the list. A prompt enables you to place the hole chart in the drawing area and the hole chart populates automatically with the holes that not picked up by the other hole charts in the list.

NoteIf you use the Add Holes button on nested hole charts, they convert to normal hole charts. Individual origins are erased and the holes are relabeled relative to the origin of the nested hole chart.
 

Deletes the selected hole chart. The holes that belonged to that hole chart become available in the hole charts below it in the list, provided they satisfy the filter conditions. Holes that do not satisfy a filter condition become unassigned holes.

 

Moves the selected hole chart one level up. The grouping of holes in the selected chart and the charts below it change. Filters are applied from top to bottom and only the holes that do not satisfy the filter conditions for the hole charts above are available for a given hole chart.

 

Moves the selected hole chart one level down. The grouping of holes in the selected chart and the charts below it changes. Filters are applied from top to bottom and only the holes that do not satisfy the filter conditions for the hole charts above are available for a given hole chart.

   

Hole Chart list

Displays the hole charts in the current selection set. Click in any description cell to provide a meaningful name for the hole chart.

   

Unassigned Holes

Contains options to handle the holes that do not satisfy any of the filter criteria. Unassigned holes are labeled “?” in the drawing area.

     

Remove button

Removes unassigned holes from the selection set.

     

Prompt for removal on OK

Prompts for confirmation to remove unassigned holes automatically when you click the OK button.

 

Main window

Displays coordinate dimensions and diameter sizes of selected holes. To add a tolerance or fit to a dimension, select a cell in this table and right-click, and then click Fits/Tolerances.

 

Filters

Contains options to set filters for the hole chart selected in the multiple hole chart list.

NoteFilters do not apply to nested hole charts.
   

Filter list

Displays the types of filters set for the hole chart. Additionally, contains a right-click menu to add/remove filters.

     

Right-click menu items:

  • Add custom filter - Adds a filter, for which you can select from a set of predefined filter conditions that are available from a drop-down list.
  • Add hole selection filter - Adds a filter that enables you to select holes from the drawing area manually. You can add only one hole selection filter per hole chart.
  • Delete - Deletes the filter selected in the filters list.
   

Details for filter

Contains options enabling you to define the filter criteria for the filter selected in the Filters list.

     

Drop-down list

Contains predefined filter conditions. This list is visible only if the selected filter type in the filters list is a custom filter.

     

Edit box

Specifies the operand for the filter condition selected in the drop-down list. This edit box is visible only if the selected filter type in the filters list is a custom filter.

     

Select

Temporarily hides the Hole Chart dialog box enabling you to select holes from the drawing area. To select a hole, in the drawing area, click the hole. Press ENTER or ESC to return to the Hole Chart dialog box. This button is visible only if the selected filter type in the filters list is a hole selection filter.

 

Settings button

Displays the Hole Chart Settings dialog box.

 

Preview

Temporarily closes the dialog box to show the drawing area. Highlights the holes that belong to the hole chart selected in the multiple hole chart list. Press ENTER to return to the Hole Chart dialog box.

 

Apply button

Applies changes to the selected hole chart.

Sort dialog box

Use this dialog box to sort data in the hole chart according to one or more specified columns in ascending or descending order.

Sorting Style

Enables you to a predefined sort criteria and a matching hole label.

Use Sorting Styles

Enables sorting style functionality. When you enable sorting styles, you cannot modify hole label formulas.

 

Name

Select a sorting style by name. If you select Standard default order, the system assigns and manages hole labels automatically. If you select User item order, and the drafting standard is CSN, DIN, GB, or ISO, the hole label is the value in the User Item cell. You can change the value of the User Item cell manually and, with the CSN, DIN, GB, and ISO standards, set up user-defined hole labels. For all other standards, the user item has no impact on the hole label.

 

Label Formula

Displays the formula used to derive hole labels.

Sorting Criteria

Enables you to select the sort criteria and order.

 

Sort Key

Displays a drop-down list enabling you to select from the available sort parameters (columns). Key rows are sorted in the order presented in the dialog box.

 

Sort Order

Displays a drop-down list enabling you to select between the ascending and descending order.

Delete button

Deletes the currently selected row in the list.

New button

Adds a new row to the list.

Move up button

Moves the selected row one level up, increasing its significance in the sort order.

Move down button

Moves the selected row one level down, reducing its significance in the sort order.

Apply to all multiple hole charts

Applies changes to all hole charts in the multiple hole chart list in the Hole Charts dialog box. If you clear this option, changes affect only the hole chart selected in the multiple hole chart list.