The BOM to Microsoft Excel plugin is run by DriveWorks during the model generation process. It traverses the SOLIDWORKS assembly of a newly generated clone (regardless of whether the components are captured by DriveWorks or not) to retrieve the BOM information (Assembly Structure and Properties) and inserts the data into a new Excel file (based on a template) and saves the file in the Assemblies folder.
This plugin is machine specific and should be installed on each machine where models can be generated. (DriveWorks Administrator, DriveWorks User, DriveWorks Autopilot)
This plugin will only run when using Queued Model Generation (Manual or Automatic).
Please see Model Generation Behaviour for information on Queued Model Generation.
DriveWorks Plugins running inside SOLIDWORKS
This plugin can either be used in DriveWorks Administrator (In which case it will run as part of the DriveWorks Addin inside SOLIDWORKS during model generation) or added in to DriveWorks Autopilot to run as part of the Autopilot function. If you wish to use this plugin from the DriveWorks addin inside SOLIDWORKS, then you will need to ensure that the plugin version is matched to the exact version of DriveWorks that you are using.
To make sure that the versions are matched, right click on the file DriveWorks.Engine.dll that comes with the plugin, and check its version number against the version that appears on the bottom right of DriveWorks Administrator.
The installation file is available from the DriveWorks User Community web site at https://hub.driveworks.co.uk/ (login required).
Once downloaded double click the DriveWorksLabsBillOfMaterialsToExcel.msi file to begin the installation process. DriveWorks and SOLIDWORKS should be closed while installing the plugin.
Once installed the plugin is automatically loaded in DriveWorks.
The plugin is uninstalled from Windows Programs and Features, and will be listed as DriveWorks Bill Of Materials Excel (Database).
Once installed the plugin can be configured by:
A settings file must be loaded to use the plugin.
Click this button to either browse to an existing settings file or create a new one in the desired location by just typing a filename in to the browse window.
Once the plugin has been configured, this settings file can then be transferred to any other machine that wishes to use the plugin.
The plugin needs to know the name of each assembly it is to run on.
To Add a model to the list
This is the Master Model Name of any captured DriveWorks model minus the extension, and is case sensitive.
To remove a model that has been added to the list
The plugin allows for different options and BOM Templates to be configured for each master model that can be generated from the DriveWorks group.
Once a Model has been selected in the Project List drop down, the rest of the settings can be configured.
Check the box next to each option required for the selected model.
This includes the top level assembly in the BOM.
Autosize Columns in Document
This will resize columns to fit the largest text string within a column.
Different Configurations on New Line
This will place Instances of the same component that use different configurations as a separate item in the BOM.
Same Components with Different Parents on New Line
This will include identical components that have different parents as a separate item in the BOM.
The plugin requires an Excel template to export the BOM into.
The template is created using Microsoft Excel, and must be .xls or .xlsx format.
Typically the template will include an area (Header) for the document title and company logo. This area can be ignored by the plugin by selecting the row number to start importing the BOM items.
The template may also include header information (Project Number, Date Created etc.). This information is driven by naming the cell in the Excel workbook and then mapping this to a SOLIDWORKS custom property in the top level assembly being driven.
Template Excel File
The workbook will open automatically to help with the setting of the other options available.
Select the Sheet name from the drop down box to export the BOM to
Select the row number to start the import to. This must avoid the rows included for the header and the header information.
The header information should be placed at the top of the Worksheet, and is there to send values for the BOM as a whole. If a cell has been named in the excel BOM Template, then a custom property for the assembly being exported can be driven directly into that cell.
To Add Header Information
With the Header Information tab selected in the Excel BOM Options area:
Column Information is where all of the details required for each item in the BOM is set up.
To Add Column Information
Once the plugin has completed compiling all the data for the clone, it will send it to a new Excel file (Based on your template) that is then saved into the same folder as the newly created Assembly.
If the BOM is required to have a different name and location, follow the steps below: