How Do I Export BOM From SolidWorks to Excel?

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Are you looking to export a Bill of Materials (BOM) from SolidWorks to Excel? Look no further!

In this tutorial, we will guide you through the step-by-step process of exporting your BOM data from SolidWorks and importing it into Excel. Let’s get started!

Exporting BOM from SolidWorks

Before we dive into the exporting process, make sure you have your SolidWorks assembly file open. Once you have it open, follow these simple steps:

  1. Select the File tab located in the top left corner of the SolidWorks window.
  2. Click on Save As in the drop-down menu.
  3. In the Save As dialog box, choose a location on your computer where you want to save the exported BOM file.
  4. Select Excel Files (*.xls, *.xlsx) from the Save as type drop-down menu.
  5. Type a name for your file, making sure to include the .xls or .xlsx extension at the end.
  6. Click on Save.
  7. A dialog box will appear with various options for exporting. Make sure to select ‘Table with title’.

    This ensures that your BOM will be exported with proper headers in Excel.

  8. Click OK, and voila! Your BOM is now exported from SolidWorks as an Excel file.

Importing BOM into Excel

Now that we have our BOM exported from SolidWorks, let’s import it into Excel:

  1. Open Microsoft Excel on your computer.
  2. Select the File tab located in the top left corner of the Excel window.
  3. Click on Open in the drop-down menu.
  4. In the Open dialog box, navigate to the location where you saved your exported BOM file.
  5. Select the file and click on Open.
  6. You will now see a preview of your BOM data in Excel. Make sure to review it and make any necessary adjustments before saving or further processing.

Troubleshooting Tips

If you encounter any issues during the exporting or importing process, here are some troubleshooting tips:

  • Make sure you have the correct version of Microsoft Office installed on your computer. SolidWorks may not be able to export to Excel if you have an incompatible version of Excel installed.
  • Check for any special characters or unsupported formatting in your BOM data.

    These can sometimes cause errors during exporting or importing. Remove any special characters or formatting and try again.

  • Ensure that you have proper permissions to access and save files. If you are working on a network or shared drive, check with your system administrator for any restrictions that may prevent exporting or importing files.

In conclusion,

Exporting a BOM from SolidWorks to Excel is a straightforward process that can greatly simplify data management and analysis. By following these steps, you can easily transfer your BOM data into Excel for further manipulation and organization.

Remember, if you encounter any issues, refer to our troubleshooting tips and reach out to SolidWorks support for additional assistance. Happy exporting!