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How To Automate Solidworks Export Bom To Excel Workflow with Thumbnails

SolidWorks Export Bom to Excel
SolidWorks Export Bom to Excel

If you are using SOLIDWORKS 2018 or lower, exporting Bill of Materials (BOM) manually to Excel and then adding pictures would be quite a tedious and time-consuming process. But the good news is, you can achieve this process with a speedy macro, saving you heaps of time and accelerating your workflow.

In this tutorial, we are going to guide you through how to export Bill of Materials SolidWorks to Excel with thumbnails using a parts-only BOM macro. Not only is this faster, but it also provides you with a visual representation of each part, which is invaluable for design reviews and communications within the team. Note that this macro is optimal for smaller assemblies only; larger ones have alternatives like xlBOM with thumbnails or PDM2Excel, which handle complex assemblies more efficiently.

Why Use a Macro for BOM Export in SOLIDWORKS?

Having your process automated through a macro is a great way to eliminate the drudgery of repetitive tasks. And that’s where the importance of knowing how to export SolidWorks BOM to Excel comes into play. This is why a macro is the best thing to do for it:

  • Saves Time: Export BOMs with thumbnails quickly without any hands-on efforts.
  • Improves Clarity: The Excel preview thumbnails that are included provide a visual representation of each part, making the BOM easier to understand.
  • Improves Communication: Sharing visual components in BOMs with your team means everyone is working from the same page.

Requirements

You’ll want the following before you begin:

  • SOLIDWORKS software of 2018 or older versions.
  • Microsoft Excel must be installed to run the macro successfully.
  • This macro works only for parts-only BOMs.

Step-by-Step SolidWorks Bill of Materials Tutorial

To install and run the macro in your SOLIDWORKS software, follow these simple steps as explained-

  • Insert the VBA Code: After saving the macro, the Visual Basic for Applications (VBE) window will open. Here, clear the default text and copy-paste the VBA code provided below-
  • Open SOLIDWORKS and load the Drawing: First of all, you’ll need to open your SolidWorks software and make sure your drawing with a BOM is open and active.
  • Create a New Macro: Go to Tools > Macro > New… and store the macro in a location of your choice.
  • Choose the Bill of Materials: When you are inside the SOLIDWORKS drawing, check and make sure that only the BOM feature is chosen and not anything else.
  • Run the Macro:
    • Click the green play button in the macro toolbar.
    • If you see a dialog box popping up on the screen asking which subroutine to run, select “main” and click “Run”.

The macro will now start running and export the BOM to Excel, complete with thumbnail previews for each visible component.

How the Macro Works

The macro performs two key functions to help you export a SolidWorks BOM with images:

  • Exports Data to Excel: It simply copies the BOM data from SOLIDWORKS to a new Excel session.
  • Generates Thumbnails: It generates a new Excel thumbnail preview sheet for each visible component. This visual guide makes it much easier to identify parts without needing to click on each component in turn.
  • Parts-Only BOM: This macro only works for parts-only BOMs and will not work with assemblies or sub-assemblies.

Limitations of the Macro

There’s no doubt that this macro is absolutely capable of speeding up your workflow significantly. However, you must also be on the lookout for some of its limitations, such as–

  • Cannot Handle Large Assemblies: If you are to use it for very large or complex assemblies, it may not be the best choice and may fall behind in terms of handling the workload efficiency.
  • Version Compatibility: Since this macro is specifically designed for use with SOLIDWORKS 2018 and older versions, you’ll not be able to make use of it with the newer once. For that scenario, consider other tools or solutions that allow better functionality.

As mentioned at the start, for more complex assemblies or additional features, consider using advanced tools like xlBOM. This tool can handle larger assemblies and provides more robust export capabilities.

Why Choose Automation for BOM Export?

Automating the BOM export process in SOLIDWORKS VBA saves you time and effort, especially when dealing with repetitive tasks. By integrating thumbnail previews in Excel, you make it easier for stakeholders to visualize the components, which is critical in manufacturing and design reviews.


Need Help with SOLIDWORKS Automation?

Automating these kinds of repetitive tasks, like SolidWorks Export Bom To Excel, can spare plenty of your time and effort, which you can utilize for something more significant. In case you need assistance in this or any other custom solutions, feel free to get in touch with us.

At Blue Byte Systems, we specialize in automating SOLIDWORKS and PDM workflows. Contact us today and let us show you how we can help you simplify your design process and boost productivity.

Author

Amen Jlili

Amen Jlili is the founder and technical director of Blue Byte Systems Inc., a software company in Vancouver, Canada, specializing in automating SOLIDWORKS and PDM. With over a decade of experience, he has authored several courses and open-source frameworks related to the SOLIDWORKS API. His leadership ensures that Blue Byte Systems prioritizes customer satisfaction and delivers high-quality software and CAD design solutions.

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