About Exporting Product Data to Excel

Data Management Capabilities > Using Excel to Export and Import Product Data > About Exporting Product Data to Excel

You can export product data from Windchill PDMLink to a Microsoft Excel spreadsheet. After exporting product data to a spreadsheet, you can modify it to conform to the import format and then import it back into Windchill PDMLink.

To export product structures, use the Export Importable Spreadsheet action described in How to Export Product Data to Excel. Before exporting, see the information in Considerations for Exporting Product Data.

You can export the following types of product data using the Export Importable Spreadsheet action:

Type	Example
Parts	A component engineer may need to modify a part attribute for a large number of parts. The component engineer searches for parts and then exports them to a spreadsheet. The component engineer opens the spreadsheet in Microsoft Excel and modifies the particular attribute. After modifying the attribute, the component engineer can import the spreadsheet with the changes back into Windchill PDMLink.
Product structure or BOM	A manufacturing engineer needs to send a product structure to a supplier for review. The supplier may have requested the format to be a spreadsheet or a CSV file. The manufacturing engineer locates the product structure in Windchill. He then sets the expansion criteria appropriately, selects the sourcing context for the product structure (if applicable), exports data to a spreadsheet, and sends it to the supplier.
Part Related Documents	A user may need to export parts and their associated documents, containing detailed information about which documents are linked to which parts, into an exportable spreadsheet. This allows the user or other stakeholders, such as suppliers, to update the spreadsheet with additional information and then import it back into Windchill.
Replacements	A manufacturing engineer needs to send a product structure to a supplier for review and also wants the supplier to know the replacements for the objects in the product structure.
Documents	A design engineer may need to modify a document attribute for a large number of documents. The design engineer searches for documents and then exports them to a spreadsheet. The design engineer opens the spreadsheet in Microsoft Excel and modifies the particular attribute. After modifying the attribute, the design engineer can import the spreadsheet with the changes back into Windchill PDMLink.

For more information on exporting redline product data, see About Exporting Redline Product Data to Excel.

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