How Do You Create a BOM in Excel SolidWorks?

Creating a BOM in Excel SolidWorks

When it comes to managing and organizing data in SolidWorks, creating a Bill of Materials (BOM) is an essential task. A BOM provides a comprehensive list of all the components, parts, and materials needed to assemble a product. In this tutorial, we will guide you through the process of creating a BOM in Excel using SolidWorks.

Step 1: Creating the Assembly

To begin, you need to create an assembly in SolidWorks. An assembly consists of multiple parts that come together to form a complete product. Ensure that all the necessary parts are included and positioned correctly within the assembly.

Step 2: Inserting a BOM Table

Once your assembly is ready, go to the “Insert” tab in the SolidWorks menu bar and click on “Tables.” From the drop-down menu, select “Bill of Materials.” A dialog box will appear with various options for configuring your BOM table.

Step 2.1: Selecting Template Options

In the dialog box, choose the desired template for your BOM table. There are several pre-defined templates available, or you can create your own custom template according to your specific requirements.2: Configuring Table Options

Next, configure the table options based on your preferences. You can choose to include item numbers, part numbers, descriptions, quantities, and other relevant information in your BOM table.

Note: It is important to ensure that all necessary columns are selected for accurate data representation.3: Placement and Orientation

Select where you want to place the BOM table within your assembly drawing. You can choose to position it at the top, bottom, or any other desired location. Additionally, you can specify the orientation of the table, such as horizontal or vertical.

Step 3: Customizing BOM Properties

Customizing the properties of your BOM table allows you to fine-tune its appearance and functionality. Right-click on the BOM table and select “Properties” from the context menu. A dialog box will appear with various customization options.

Step 3.1: Formatting Options

In the “Formatting” tab of the dialog box, you can modify the font style, size, and color of the BOM table text. Use bold, underline, or other formatting options to emphasize specific information.2: Column Widths and Row Heights

The “Columns” tab allows you to adjust the width of each column in your BOM table. You can also modify the height of individual rows for better visibility and readability.

Step 4: Updating and Exporting

After customizing your BOM table, it is essential to keep it up-to-date with any changes made to your assembly. To update the BOM table in SolidWorks, simply right-click on it and select “Update.” This ensures that all modifications are reflected accurately in your BOM.

If you need to export your BOM table to Excel for further analysis or sharing purposes, right-click on it and choose “Export.” Select the desired file format (such as .xls or .xlsx), specify a location to save the file, and click “Save.”

In Conclusion

Creating a Bill of Materials (BOM) in Excel using SolidWorks is a straightforward process that helps organize data effectively for product assembly. By following the steps outlined in this tutorial, you can create and customize a BOM table, ensuring accurate representation of all components and materials required for your project.