Excel Integration

Integrate Solidworks with Excel

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    Welcome to the definitive resource for integrating SolidWorks with Excel, a powerful synergy that enhances productivity and responsiveness in your design process. In today’s fast-paced engineering environment, the ability to swiftly identify and address design issues is crucial. Integrating SolidWorks with Excel facilitates a seamless flow of data, enabling users to make informed decisions and adapt to changes efficiently. This integration not only streamlines your workflow but also leverages the robust analytical capabilities of Excel, bringing precision and agility to your design projects.

    On this page, we'll explore the compelling reasons to integrate SolidWorks with Excel, outline the specific setup requirements, guide you through the process of integration, and illustrate practical use cases. Additionally, we'll provide troubleshooting tips for common integration challenges and answer frequently asked questions. Whether you're looking to optimize your design process or seeking to understand the full potential of SolidWorks and Excel working together, you'll find valuable insights and step-by-step assistance here.

    Integrating SOLIDWORKS with Excel

    Integration of SOLIDWORKS with Excel can be achieved in several ways, enhancing the capabilities of your design process. Whether you are managing files within the SOLIDWORKS Product Data Management (PDM) system or streamlining your design work by incorporating design tables, Excel plays a vital role. Below, we explore the methods to connect SOLIDWORKS with Excel effectively.

    Using the Microsoft Office Add-in for SOLIDWORKS PDM

    The Microsoft Office add-in is a powerful tool that adds an integrated SOLIDWORKS PDM ribbon to Excel. This ribbon facilitates various vault commands and allows users to view file information directly from their Excel interface. However, it is important to note that checking files in and out of the PDM vault using this integration requires specific licenses, such as Contributor, CAD Editor, or PSL. Moreover, files with digital signatures are not supported by the add-in and must be managed through the SOLIDWORKS PDM File Explorer.

    Inserting an Excel File as a Design Table in SOLIDWORKS

    Another method of integration involves inserting an Excel file as a design table into a SOLIDWORKS part or assembly document. This is done by selecting 'From file' in the Design Table PropertyManager, which can be accessed through the Design Table option on the Tools toolbar or by navigating to Insert > Design Table. Once the Excel file is located and selected, it can be linked to the model, enabling dynamic changes to the design driven by the data in the Excel file. The design table can be edited within SOLIDWORKS, and once finished, clicking outside the table will close it, confirming the integration.

    Editing and Managing Design Tables in SOLIDWORKS

    After a design table has been inserted and linked to a model in SOLIDWORKS, it can be managed and edited directly within the software. When the design table is open for editing, Excel's menus and toolbars appear, temporarily replacing those of SOLIDWORKS. To access the design table for a particular configuration, users can double-click the configuration name or show the configuration using the ConfigurationManager. Modifications to the design are reflected in a message following the closure of the design table, thus concluding the integration process.

    Sourcetable Integration

    Integrating SolidWorks with Sourcetable

    Integrating SolidWorks with Sourcetable offers a seamless experience for managing your design data more effectively than using Excel. With Sourcetable, you can sync live data from various applications or databases directly into a user-friendly spreadsheet interface. This integration allows for real-time data updates, ensuring that your design information is always current and accurate.

    Using Sourcetable over Excel brings the advantage of automation to your workflow. By automatically pulling data from multiple sources, you can reduce manual data entry and the potential for errors. This automation streamlines processes, saving valuable time and resources. Furthermore, Sourcetable's capabilities in business intelligence enable you to query and analyze your SolidWorks data more efficiently, providing insights that can lead to better decision-making and improved design outcomes.

    Common Use Cases

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      Excel Integration
      Running Excel macros within SolidWorks to automate tasks
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      Excel Integration
      Generating schematic drawings in SolidWorks from data in an Excel file
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      Excel Integration
      Opening SolidWorks parts programmatically using data and instructions from an Excel macro
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      Excel Integration
      Creating books, folders, and drawings in SolidWorks through Excel Automation
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      Excel Integration
      Streamlining repetitive SolidWorks project setups with Excel Automation templates

    Frequently Asked Questions

    How can Excel be used within SOLIDWORKS?

    Excel can be used in SOLIDWORKS by embedding or linking Excel tables into SOLIDWORKS files using OLE (Object Linking and Embedding).

    What are some common issues when integrating Excel with SOLIDWORKS?

    Users may experience crashes, errors, and instances where Excel does not respond when inserting or accessing Excel files, particularly with Bend, Gauge, and Design tables.

    What steps can be taken if Excel is not responding within SOLIDWORKS?

    Diagnosing the issue with SOLIDWORKS Rx can help, especially for issues with multiple graphics devices. Disabling switchable graphics or an Intel HD Graphics device, running a supported graphics card and driver, or using 64 bit Office can also help resolve these issues.

    What is Excel Automation in SOLIDWORKS, and what are its compatibility requirements?

    The Excel Automation feature generates schematic drawings from an Excel file and is only compatible with Excel 2016, Excel 365, and the 64 bit edition of Excel.

    Are there any limitations on performing file operations in Excel with the SOLIDWORKS PDM ribbon?

    File operations allowed by the ribbon depend on the SOLIDWORKS PDM license type, and operations are not supported for files with digital signatures. Files with digital signatures should be handled in the SOLIDWORKS PDM File Explorer.


    Integrating SolidWorks with Excel through the Microsoft Office Add-in enhances productivity, accuracy, and collaboration by automating repetitive tasks, extending the capabilities of both SolidWorks PDM and SolidWorks Manage, and streamlining processes like BOM and project management. Although SolidWorks integration with Excel offers a multitude of benefits, including time and cost savings and the reduction of user error, there is an alternative solution that can simplify your workflow even further. Instead of navigating the complexities of integration, consider using Sourcetable, a tool designed to seamlessly manage your data and processes. Sign up for Sourcetable today to streamline your product lifecycle and project management without the need for complex integrations.

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