Connecting Microsoft Excel to SOLIDWORKS Enterprise PDM

Connecting Excel to EPDM!

Take the confusion out of who checked out what, when and where for example!

Just follow these simple steps:

1.      Open excel and start a new document and highlight cell to establish location of table data.

2.      Click on data 

excelToEPDM1

3.      Click on from SQL server

excelToEPDM2

4.      Specify your SQL server instance and login info.

excelToEPDM3

5.      Select your database and tables you would like to obtain data from!  In this example I will be selecting the “Documents” table and the “Users” table.

excelToEPDM4

6.      Fill in the next dialog

excelToEPDM5

7.      Hit finish on the previous dialog then choose properties

excelToEPDM6

8.      Change the definition to the following and add your SQL query

Select Username, FullName as’Full Name’, LockDomain as’Computer the file is checked out on’,

LockDate as’Date file was checked out’, LockPath as’Path to file’, Documents.Filenameas’File Name’

From Documents, Users

Where LockDomain <>’Null’and LockDomain <>”And Documents.UserID = users.UserID

Order By Username

excelToEPDM7

Note:  Use Microsoft SQL Management Studio to help you develop your own queries.

9.      Click OK on previous dialog and click yes to the following dialog

excelToEPDM8

10.      Make sure cell A1 is selected and click ok to the following dialog

excelToEPDM9

11.      All the data is imported in the Excel sheet to be reviewed.  Use the filters to sift through the data or you can build your own Excel formulas against the data.

excelToEPDM11excelToEPDM10excelToEPDM12

 

Author:

Clark Honzik, PDM Application Engineer

Symmetry Solutions
Symmetry Solutions, Inc. is your official SOLIDWORKS 3D CAD software and training provider for the Upper Midwest. We serve Minnesota, Wisconsin, North Dakota and South Dakota with premier SOLIDWORKS training, support and implementation services for the complete suite of SOLIDWORKS 3D design solutions. For more information on SOLIDWORKS, visit: www.symsolutions.com - Learn more about SOLIDWORKS Training or SOLIDWORKS Online Training - Learn more about SOLIDWORKS Solutions: 3D CAD, Simulation & Design Validation, Technical Communications, Product Data Management, Electrical Design, Quality Control, Education Edition, Free SOLIDWORKS Tools, 3DExperience
Symmetry Solutions
Symmetry Solutions
Symmetry Solutions

Latest posts by Symmetry Solutions (see all)