In this part we set the information for the export of BOMs to Excel.

A first tab allows :

  • Specify the folder where your Excel BOM examples (templates) are saved. It is possible to select templates in "xls" or "xlsx" format.

 

The BOM can be inserted from a particular position (column-line) if, for example, there is information to be displayed before the BOM (e.g. logo, date, company information etc.). It is important to know that a sheet per BOM, specified in the project, will be created automatically in the Excel export file.


Example :

 


"Add a column with the document image"If this option is checked, the result will be as follows:


 


  • Specify the directory and the name of the export file of the nomenclature. If you do not modify the name, it will be automatically incremented (Example: SmartBom, SmartBom1, SmartBom2 etc...). This folder can be local or on the network in order to share it with several workstations.


 


There are two possible solutions for choosing the location of the Excel export files :

Either select a directory or specify to export the Excel file to the assembly folder.


The name of the export file can be customized:


 

   



  • The file can have the same name as the assembly.
  • The name can be designated.


  • The name can retrieve the name of a property of the assembly.
  • The name can be the name of the active configuration of the assembly.
  • The name can retrieve the increment of a counter defined with the SmartProperties tool.


The ''Name of the file'', can be composed using the character ''.&'' to concatenate values.

Example : 

 


You can ask for this dialog box to be opened when saving the file in order to modify the name, the directory or simply to update an already extracted nomenclature .

  • To check some additional options.


 


BOM title: Displays, in the BOM header, the name of the BOM defined in the project.

Keep the font for export to Excel: When the font has been modified this font can be kept by checking this box, otherwise the font defined in the Excel template will be applied.

Show this window when exporting to Excel: You can request that this dialog box be opened when saving the file.

Do not export column names: If this option is checked, the column names will not be displayed in the Excel BOM.

Do not resize columns in Excel: If this option is checked, the column sizing is not applied and the columns remain in the model state.