Excel Report Export Profile


Profile name Specifies the name of the export profile.
Profile type Specifies the type of the export profile. Select the profile type based on the purpose of the structure export the selected profile is about to be used for. For exporting the model structure into the Microsoft Excel workbook, select Excel Report. If a special export profile type for your structure export needs, does not exist in options available in the Profile type box, select the <XSL / Script> option.
Allow using in SOLIDWORKS PDM Select this option to allow usage of the selected Export Profile, with the SOLIDWORKS PDM integration.

This option is not selectable in an environment that does not support the option. However in case that the type of your selected Export Profile just does not support the Allow using in SOLIDWORKS PDM option, you receive an error message while attempting to exit the Export Profile dialog box.
ThreeDots Opens the Template Settings dialog box. Use the Template Settings dialog box to define settings in relation to the Excel file template.
Output path Specifies the destination path and the desired file name.

The menu contains pre-defined attributes that you can use to generate dynamic output path and filename.
XSL style sheet Defines the content structure of the exported document data.
Browse Browse for the XSL Stylesheet file (*.xsl, *.xslt) used as the XSL style sheet of the Export Profile.

The XSL style sheet may not be needed if the export profile's functionality is controlled by a CUSTOMTOOLS script add-in.
Configurations to export Select the desired method to process configurations of the models included in your structure to export.
Language Specifies the content language for the output file.
Top level only Process only the documents in the top level of an assembly.
Parts only Process only the part documents of the assemblies.
Indented assemblies Processes all documents which belongs to the same entity.
Accumulate quantities Select this option to calculate the part quantities to the output file based on the most top level document of the assembly structure.

Example: An assembly have two sub-assemblies and both of the sub-assemblies have two parts. When the Accumulate quantities option is selected, the output file show that the structure have one main assembly, two sub-assemblies, and four parts. In same case when the Accumulate quantities option is not selected, the output file show that the structure have one main assembly, two sub-assemblies, and two parts.
Include drawings Select this option to process drawings related to the models in file conversions executed on the structure export.
Include weldment cut list items Include the cut list items associated to the weldment components into the Export by selecting this option.
Detailed cut list Select this option while you also have the Include weldment cut list items option selected to include the weldments' individual structural members on the Export too.
Include sheet metal cut list items Cut list items of the sheet metal parts are included in the Export while you have this option selected.
Include solid body cut list items Include the cut list items of your solid body components into the Export by selecting this option.

Select the desired file conversion rules to be executed during the structure export process in association to the selected Export Profile.

Display configurations of parts as separate items Separates the different configurations of the document to an individual items.
Display configurations of parts as one item Parts appears as one no matter how many configuration they has.
Always show components of subassemblies ignoring the “Child component display when used as a subassembly” setting Select this option to ignore selection of the Child component display when used as a subassembly options in Properties of the SOLIDWORKS assembly configurations. While you have this option selected, all supported components of the subassemblies are always included in the CUSTOMTOOLS structure export.
Use part’s preview image for cut-list items Select this option to ignore the Cut-List Item specific preview image and replace it with the actual component's preview image in the output Excel Report.
User property scopes to be exported Select the desired user defined Property scopes to be exported on the structure export.
Open output file(s) once completed Select this option to open the output files of the structure export with the system's default program assigned for the output file type.

The following attributes are available for the dynamic output path and filename generation in the Export Profiles:

Active/Referenced Configuration Include only the active/referenced configuration of the model in the export. Using this option lets you to ignore the model configurations obsolete for the exported structure. Ignoring the obsolete configurations would save a bit your time while exporting your model structures into another information systems like ERP or PDM but, it also helps you to optimize the structures imported to the external system as the model configurations are not included in structures they does not belong to.
All Configurations Include all configurations of the models exported, in the process output.
All Top Level Configurations Include only main level of the model configurations from the source documents, in the process output. Using this option, the child configurations of the model configurations like for example the derived configurations are ignored in the export.

CUSTOMTOOLS Export Profile could work in association to a CUSTOMTOOLS script add-in. CUSTOMTOOLS script add-ins are maintained using the Manage Scripts feature located in the CUSTOMTOOLS Administration Tool. The script add-ins are very flexible and they could be fully customized based on your needs.

NOTE: CUSTOMTOOLS script add-ins are always implemented by the customer's separate order. For that reason, some extra costs may apply. Please contact the CUSTOMTOOLS Sales Team for the further information.

Setup the Excel file template used with the Excel Report type of an export profile using the Template Settings dialog box. You can open the Template Settings dialog box by clicking the ThreeDots button in the Export Profile dialog box while you have selected Excel Report as the export profile's handler type in the Profile type box.

Template file:

Download from Profile Get a local copy of the current Excel file template from your profile. With the local copy of the Excel file template, you can customize setting of the template file which is currently being used with the selected Excel reporting export profile.
Upload to Profile Upload your custom Excel file template into the selected Excel Report export profile. The Excel file uploaded to the profile is used as a template for exporting the SOLIDWORKS model structure into the Excel file.
Restore Defaults Reset all settings in the Template Settings dialog box to their default values.


Template variables:

Header row number Determines the number of a row in the target file where the structure table headers are written on.
First attribute column Determines the letter of the column in the Microsoft Excel workbook from where the Export Profile Fields defined in the CUSTOMTOOLS Export starts.
Indent structure using columns Determines whether the model structure is indented by using the Excel chart columns. With this option selected, the SOLIDWORKS model structure appears to the target file hierarchically ordered by the assemblies and indented by the columns.
Assembly row color Determines the background color used on the rows in Excel file that represent a SOLIDWORKS assembly file.
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Related Topics

Export Profiles
Create export profiles for exporting model structures using the Export Profile editor
Create a new export profile for the general structure exports
Create a new export profile for the Cloud Connected exports
Create a new export profile for exporting data to the Odoo ERP system
Profile field definition

Setup the file conversion rules using the File Conversion options

Manage your CUSTOMTOOLS script add-ins with help of the CUSTOMTOOLS Administration Tool