Excel Integration

Integrate Solidworks epdm with Excel

Jump to


    Integrating SOLIDWORKS PDM with Excel streamlines your engineering and design workflows, enhancing productivity by bridging the gap between data management and office applications. This integration allows for seamless manipulation of BOM tables, custom properties, and the coordination of user systems directly within Excel, ensuring that documentation and design data remain synchronized and up-to-date. On this page, we'll delve into the advantages of merging the capabilities of SOLIDWORKS PDM with Excel, providing you with the necessary knowledge to leverage this powerful combination fully.

    We will cover the essential steps to set up the integration using the Microsoft Office Add-in, which conveniently adds a SOLIDWORKS PDM ribbon to Excel, enabling vault commands and file information access without leaving the application. You'll discover various use cases illustrating how Excel can populate crucial data fields, send coordinate systems, and automatically update tables. Additionally, we'll guide you through troubleshooting your integration and answer frequently asked questions to ensure a smooth and efficient experience with SOLIDWORKS PDM and Excel integration.

    Integration of SOLIDWORKS EPDM with Excel

    Integrating SOLIDWORKS Enterprise PDM (EPDM) with Microsoft Excel is accomplished through the Microsoft Office Add-in which provides a dedicated SOLIDWORKS PDM ribbon. This ribbon facilitates various vault commands directly within the Excel interface, thus enhancing workflow and productivity. The integration is accessible to all SOLIDWORKS PDM license types, although certain actions such as checking files in or out require a Contributor, CAD Editor, or PSL license. It is important to note that the integration does not extend to files that contain digital signatures. Below, we outline the different methods to achieve this integration.

    Step-by-Step Guide for Integration

    The following steps provide a systematic guide to integrate SOLIDWORKS EPDM with Excel:

      Determine whether your Microsoft Office version is 32-bit or 64-bit.Access the SW PDM client folder located within the SOLIDWORKS Downloads.Find the Office add-in .CAB files in the folder.Extract the 'epdmlib.dll' and 'office.dll' files into the appropriate SOLIDWORKS PDM Installation directories.Open the command prompt with administrator privileges.Navigate to the installation folder where the 'epdmlib.dll' and 'office.dll' files were copied.Register the 'epdmlib.dll' by typing 'regsvr32 epdmlib.dll' in the command prompt.Register the 'office.dll' by typing 'regsvr32 office.dll' in the command prompt.
  • Determine whether your Microsoft Office version is 32-bit or 64-bit.
  • Access the SW PDM client folder located within the SOLIDWORKS Downloads.
  • Find the Office add-in .CAB files in the folder.
  • Extract the 'epdmlib.dll' and 'office.dll' files into the appropriate SOLIDWORKS PDM Installation directories.
  • Open the command prompt with administrator privileges.
  • Navigate to the installation folder where the 'epdmlib.dll' and 'office.dll' files were copied.
  • Register the 'epdmlib.dll' by typing 'regsvr32 epdmlib.dll' in the command prompt.
  • Register the 'office.dll' by typing 'regsvr32 office.dll' in the command prompt.
  • Best Practices for Integration

    For optimal management of product lifecycle, part numbering, Bill of Materials (BOM), and project management, it is recommended to utilize SOLIDWORKS PDM and SOLIDWORKS Manage. These tools are designed specifically for these tasks and provide a more robust solution compared to Excel. Employing these dedicated tools ensures better data integrity, version control, and collaboration across the product development team.

    Sourcetable Integration

    Integrating SOLIDWORKS EPDM with Sourcetable

    Integrating SOLIDWORKS Enterprise PDM (EPDM) with Sourcetable offers a modern approach to data management and collaboration, moving away from the traditional use of Excel. Sourcetable provides a comprehensive solution that allows for live data synchronization from various applications or databases. This seamless integration ensures that data is always up-to-date, reducing the risk of errors associated with manual data entry and version discrepancies commonly encountered with Excel spreadsheets.

    Utilizing Sourcetable with SOLIDWORKS EPDM enhances automation capabilities. As Sourcetable automatically pulls in data, it minimizes repetitive tasks and streamlines workflows, which can lead to increased productivity. In contrast to Excel, where automation is limited and often requires complex macros, Sourcetable's ease of use and advanced features make it a superior choice for managing EPDM data.

    Another significant advantage of Sourcetable over Excel is its powerful business intelligence capabilities. Sourcetable is designed to handle complex queries in a user-friendly spreadsheet interface, making it ideal for analyzing EPDM data and deriving actionable insights. This level of analysis is difficult to achieve in Excel without extensive data manipulation and the use of additional tools or add-ins.

    In conclusion, replacing Excel with Sourcetable for SOLIDWORKS EPDM integration offers numerous benefits, including real-time data synchronization, enhanced automation, and robust business intelligence. This modern solution empowers teams to work more efficiently and make informed decisions based on the most current and accurate data available.

    Common Use Cases

    • S
      Excel Integration
      Creating dynamic and interesting reports from SOLIDWORKS EPDM data using Excel
    • S
      Excel Integration
      Using Excel to modify T-SQL queries for custom reports from SOLIDWORKS EPDM
    • S
      Excel Integration
      Building Excel formulas to analyze and visualize data from SOLIDWORKS EPDM with graphs and charts
    • S
      Excel Integration
      Utilizing Excel to input and update data in SOLIDWORKS EPDM through cell inputs
    • S
      Excel Integration
      Generating dynamic tables in Excel to organize and present data from SOLIDWORKS EPDM more effectively

    Frequently Asked Questions

    Can the SOLIDWORKS PDM ribbon in Excel perform vault operations?

    Yes, the SOLIDWORKS PDM ribbon allows users to perform vault commands and view file information within Microsoft Excel.

    What types of licenses are required to check files in and out of SOLIDWORKS PDM through Excel?

    A Contributor, CAD Editor, or PSL license is required to check files out and in when integrating SOLIDWORKS PDM with Excel.

    Can Excel macros run from SOLIDWORKS?

    Yes, Excel macros can be run from SOLIDWORKS, but they must be stored and run from the Excel document itself.

    Can Excel macros control SOLIDWORKS?

    Yes, Excel macros can control SOLIDWORKS, and similarly, SOLIDWORKS macros can control Excel.

    Can macros be saved as external files in Excel?

    No, Excel macros cannot be saved as external files; they must be stored within the Excel document.


    Integrating Solidworks EPDM with Excel offers a range of benefits, including the creation of custom applications through the API that extend beyond the capabilities of the standard SOLIDWORKS or PDM interfaces, ultimately saving time, reducing costs, and minimizing user errors. While the Microsoft Office add-in enhances functionality within Office applications by adding a dedicated SOLIDWORKS PDM ribbon, it's important to note that all license types are compatible with the integration, but specific licenses are required for certain file operations. Moreover, adopting best practices such as utilizing SolidWorks PDM and SolidWorks Manage for tasks traditionally handled by Excel, like part number creation, BOM management, and project management, can further streamline processes and improve lifecycle tracking. However, for a truly optimized experience that can replace the need for such integrations, consider Sourcetable as your go-to solution. Sign up for Sourcetable to get started and elevate your data management to the next level.

    Connect your Solidworks epdm Data

    Analyze data, automate reports and create live dashboards
    for all your business applications, without code. Get unlimited access free for 14 days.