In this section, we configure the settings for exporting bills of materials to Excel.

The first tab allows you to:

  • Specify the folder where your Excel bill of materials examples (templates) are saved. You can select templates in "xls" or "xlsx" format.

 

The bill of materials can be inserted starting from a specific position (column-row) if, for example, there is information that needs to appear before the bill of materials (such as a logo, date, company information, etc.). Note that one sheet per bill of materials, as specified in the project, will be automatically created 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 bill of materials export file. If you do not change the name, it will be automatically incremented (e.g., SmartBom, SmartBom1, SmartBom2, etc.). This folder can be located on a local drive or on the network so that it can be shared among multiple workstations.


 


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

Either select a folder, or specify that the Excel file should be exported 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 specified.


  • The name can retrieve the name of a property from the assembly.
  • The name can be the name of the assembly's active configuration.
  • The name can retrieve the increment of a counter defined using the SmartProperties tool.


The " File Name " can be constructed using the "&" character to concatenate values.

Example:

 


You can request that this dialog box be opened when you save the file, in order to modify its name or directory, or simply to update a BOM that has already been extracted. .

  • Check a few additional options.


 


BOM Title: Displays, at the top of the bill of materials, the name of the bill of materials defined in the project.

Keep the font for export to Excel: If the font has been changed, you can keep it by checking this box; otherwise, the font defined in the Excel template will be applied.

Show this window when exporting to Excel: You can choose to have this dialog box open when saving the file.

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

Do not resize columns in Excel: If this option is checked, column resizing is disabled, and the columns remain as they are in the template.