How to Export Product Data to Excel
Use the following procedure to export product data to a Microsoft Excel spreadsheet using the action. For more information, see Considerations for Exporting Product Data.
1. Go to one of the following locations:
◦ part information page or document information page
From Actions menu, select Export Importable Spreadsheet.
◦ Structure tab on a part information page
In the Reports action set of the toolbar, click Export 
and then select Export Importable Spreadsheet.
and then select Export Importable Spreadsheet.◦ Folders or Search Results table
▪ From the Actions menu, select > .
▪ From the right-click menu, select Export Importable Spreadsheet.
◦ Clipboard table
▪ From Quick Links, select Clipboard. From the Actions menu, select Export Importable Spreadsheet.
 | The actions are controlled by profiling and appear in the following locations only if your administrator has added you to the appropriate profile. For more information, see Accessing Data. |
2. Under Export Options, select options as described in the table below. You can select more than one checkbox, except when BOM Table is selected.
Selection | Result | ||||
|---|---|---|---|---|---|
• Parts | Selected parts are exported to the parts worksheet. Child parts are not exported.
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• BOM | BOM (all levels of children) is exported based on the selected configuration specification. Each parent part is in a separate BOM worksheet.
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• Part Related Documents | The Described By Documents associated with a selected part are exported to the WTPartDescribeLink worksheet. | ||||
• Replacements | Alternates of selected parts are exported to the replacements worksheet. Substitutes are not exported.
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• Documents | Selected documents are exported to the documents worksheet. | ||||
• Parts • BOM | • All selected parts and their child parts (if any) are exported in the parts worksheet. • BOM (all levels of children) is exported based on the selected configuration specification. Each parent part is in a separate BOM worksheet. | ||||
• Parts • Part Related Documents | • Selected parts are exported to the parts worksheet. Child parts are not exported.
• The Described By Documents for a selected part are exported to the WTPartDescribeLink worksheet. | ||||
• Parts • Replacements | • Selected parts are exported to the parts worksheet. Child parts are not exported. • Alternates are exported to the replacements worksheet. Substitutes are not exported.
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• Parts • Documents | • Selected parts are exported to the parts worksheet. Child parts are not exported. • Selected documents are exported to the documents worksheet.
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• BOM • Part Related Documents | • BOM (all levels of children) is exported based on the selected configuration specification. Each parent part is in a separate BOM worksheet. • The Described By Documents for the parent and child parts included in the selected configuration specification are exported to the WTPartDescribeLink worksheet. | ||||
• BOM • Replacements | • BOM (all levels of children) is exported based on the selected configuration specification. Each parent part is in a separate BOM worksheet. • Alternate and substitutes for the parent and child parts included in the selected configuration specification are exported in the replacements worksheet. | ||||
• Parts • BOM • Part Related Documents | • All selected parts and their child parts (if any) are exported in the parts worksheet. • BOM (all levels of children) is exported based on the selected configuration specification. Each parent part is in a separate BOM worksheet. • The Described By Documents for the parent and child parts included in the selected configuration specification are exported to the WTPartDescribeLink worksheet. | ||||
• Parts • BOM • Replacements | • All selected parts and their child parts (if any) are exported in the parts worksheet. It also lists parts that are included as alternates and substitutes. • BOM (all levels of children) is exported based on the selected configuration specification. Each parent part is in a separate BOM worksheet. • Alternate and substitutes for the parent and child parts included in the selected configuration specification are exported in the replacements worksheet. | ||||
• Parts • BOM • Part Related Documents • Replacements | • All selected parts and their child parts (if any) are exported in the parts worksheet. It also lists parts that are included as alternates and substitutes. • BOM (all levels of children) is exported based on the selected configuration specification. Each parent part is in a separate BOM worksheet. • The Described By Documents for the parent and child parts included in the selected configuration specification are exported to the WTPartDescribeLink worksheet. • Alternate and substitutes for the parent and child parts included in the selected configuration specification are exported in the replacements worksheet. | ||||
BOM Table |
Exports the part and BOM worksheets (single-level BOM only) as well as a matrix worksheet. Replacements are not exported. From the matrix worksheet, you can add or remove child parts from parent parts and update usage link attributes. For more information, see BOM Table Worksheets. Click Set Parent Attributes and Set Usage Attributes to select the attributes that appear in the matrix worksheet.
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to view the existing configuration specifications and other filter settings.
to change the settings.
3. Under Export Attributes, specify the file name and extension for the exported spreadsheet.
| | • The available file types may change based on the selected export options: ◦ If you select any combination of Parts, BOM, Part Related Documents, Replacements, or Documents from the export options without selecting the BOM Table export option, only the XLSX format is available for the file type. ◦ If you select BOM Table as the export option, only the XLSM format is available for the file type. • XLSM format may be available for other export option combinations when configured by an administrator. For more information, see Enabling Custom XLSM Templates for Export of Importable Spreadsheets or Redline Importable Spreadsheets. |
4. Click OK. A window opens asking if you want to open or save the Excel file.