Excel Integration

Integrate Solidworks assembly with Excel

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    In today's fast-paced design and engineering environments, the integration of SolidWorks assembly with Excel streamlines processes, enhances clarity, and facilitates easier manipulation of design data. By leveraging the robust capabilities of both SolidWorks and Excel, professionals can improve efficiency and reduce the time spent on repetitive tasks. Integrating these platforms allows for auto-generating design tables, clearer data management through Excel's functionality, and direct linking of data to 3D models. This integration is pivotal for those looking to optimize their workflow and ensure accuracy in their designs.

    On this comprehensive page, we'll delve into the reasons to integrate SolidWorks assembly with Excel, detailing the numerous benefits such as improved clarity and ease of creating design tables. We'll guide you through what you need to set up the integration, including the necessary Excel add-ins and installation steps. Further, we will explore how to integrate SolidWorks assembly with Excel, practical use cases, and provide troubleshooting tips for common integration challenges. Additionally, we will answer frequently asked questions to help you navigate the intricacies of this powerful combination.

    Integrating SolidWorks Assembly with Excel

    Integration between SolidWorks assembly and Excel can be achieved through a variety of methods. These methods utilize the capabilities of both SolidWorks and Excel to enhance productivity and streamline the design process. Users can leverage Excel's powerful data management and analysis tools within the SolidWorks environment, facilitating a more dynamic and efficient workflow.

    Using Design Tables in SolidWorks

    One of the simplest ways to integrate Excel with SolidWorks is by inserting a design table into a part or assembly document. This can be done via the Tools toolbar or through the Insert > Tables > Excel Design Table menu option. If you have a pre-existing Microsoft Excel file, you can insert it as a design table by selecting 'From file' in the Excel Design Table PropertyManager. Once the design table is in place, you can edit it within SolidWorks. Furthermore, SolidWorks provides options to control how linked design tables are updated through the External References settings in the System Options.

    Excel Automation Feature

    For more advanced integration, the Excel Automation feature can be utilized, which requires the 64-bit edition of Excel. This feature allows the creation of data for add-ins and the use of the Add-In for Excel Automation, enhancing the capability of SolidWorks assemblies. The necessary Add-In for Excel Automation is available through the SOLIDWORKS Electrical Schematic installation process, where users can install it by selecting the Install Excel add-in option.

    Visual Basic for Applications (VBA)

    Integration can also be achieved by using Visual Basic for Applications (VBA) within SolidWorks. VBA allows SolidWorks macros to reference and control Excel, providing a way to automate tasks across both applications. However, it is essential to note that while VBA can interact with Excel through the Application object, SolidWorks itself cannot directly run Excel macros. Additionally, care must be taken when using code that interacts with process management, ensuring that no necessary Excel processes are terminated unintentionally.

    Sourcetable Integration

    Integrating SolidWorks Assembly with Sourcetable

    Integrating SolidWorks Assembly with Sourcetable offers a seamless way to manage and analyze your engineering data. Unlike using Excel, Sourcetable allows you to sync your live data from a wide range of apps or databases, providing a real-time overview of your project. This ensures that your assemblies are always up-to-date with the latest input from all data sources.

    With Sourcetable, the task of pulling in data from multiple sources is automated, which saves time and reduces the risk of human error associated with manual data entry. Furthermore, Sourcetable's spreadsheet interface is intuitive for those familiar with Excel, but it comes with the added benefit of advanced automation and business intelligence capabilities, making it an excellent tool for complex data analysis and decision-making in your SolidWorks projects.

    Common Use Cases

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      Excel Integration
      Auto-generating design tables in Excel for use in SOLIDWORKS assemblies
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      Excel Integration
      Creating and linking design tables in Excel to control configurations of 3D models in SOLIDWORKS
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      Excel Integration
      Utilizing Excel to clarify assembly information for inclusion in SOLIDWORKS drawings
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      Excel Integration
      Loading parts into a SOLIDWORKS assembly based on data managed in an Excel spreadsheet
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      Excel Integration
      Running Excel macros to automate repetitive tasks in SOLIDWORKS assemblies

    Frequently Asked Questions

    Can SolidWorks assemblies be driven by data from Excel?

    Yes, SolidWorks assemblies can be driven from Excel by porting design parameters using a method that passes less than 20 dimensions.

    How do I integrate Excel with SolidWorks?

    Integrate Excel with SolidWorks by using the SolidWorks API, referencing the Excel library in the SolidWorks macro, and using VBA to program the interaction.

    Can Excel macros be used directly within SolidWorks?

    Excel macros cannot be saved as external files but can be inserted into a SolidWorks design table and saved as an .xls file, which can then be integrated with a SolidWorks document.

    How can I ensure my Excel-driven SolidWorks assembly updates correctly for 3D printing?

    Ensure that the design parameters from Excel are correctly ported to SolidWorks and the updated parts are reflected in the assembly for accurate 3D printing.

    What precautions should I take before running a VB.NET function to close all Excel processes?

    Before running the function, ensure that you do not have unsaved changes in Excel and that no Excel processes are open, as the function will terminate all Excel processes.


    Integrating Solidworks assembly with Excel leverages the Excel Automation feature, requiring the 64-bit edition of Excel and the corresponding Add-In for optimal performance. This integration streamlines design processes, offering clarity through auto-generated or manually created design tables and enhanced visualization with the ability to manipulate rows, columns, and color in Excel. Recognized as a common practice in engineering, utilizing the Excel API simplifies the interaction with SolidWorks, as evidenced by the popularity of tutorials like \"Using Microsoft Excel with the SolidWorks API.\" Moreover, straightforward practices like conclusively terminating Excel processes can safeguard against data loss. Instead of navigating the complexities of this integration, consider the ease of using Sourcetable. Sign up for Sourcetable to get started and experience a hassle-free way to manage your design data.

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