Exporting to Excel and CSV
Exporting to Excel
The export to Excel or export to CSV icon
is on the main BOM information page. The presence of the icon and the ability to export to Excel is controlled by a property setting.
To create an Excel file from a BOM, click the export to excel icon
. The system prompts you either to open or save the Excel file.
• To save the file, click Save to save the Excel file with the default file name and to the default location. You can also enter a new file name and specify a new file location by selecting from the Save in list.
• To open the file, click Open. You can edit, save, and print this file as you would any Excel file.
| You might need to disable all pop-up blockers to open the Excel file. When saving, the File name field defaults to the name generated by PTC FlexPLM, which follows the following format, and contains information descriptive of the PDF that has been generated: ViewBOM_UserName_Date_Time. The last three components of the file name are variable depending on the PDF generated and who generated it. |
Exporting to CSV
Your system administrator might have configured the icon to export the BOM data to a Comma-Separated Value (CSV) file instead of an Excel file.
To create a CSV file from a BOM, click the export to CSV icon
. The system prompts you either to open or save the CSV file.
• To save the file, click Save to save the CSV file with the default file name and to the default location. You can also enter a new file name and specify a new file location by selecting from the Save in list.
• To open the file, click Open. You can edit, save, and print this file as you would any CSV file.
