Export MEP data to Excel?

2D plans Layout
1

Hi all

For the past few months, I have been creating product sheets (Example attached) of our various taps and fittings in order to develop our business.

These cards are created from SW in a drawing file.

Some of this data is auto-populated from custom properties in the assembly, and others like "Characteristics" and "Pressure and Flow" are populated manually when the plug is created.

Today, I am asked if it is possible to retrieve all this data in an Excel file in order to prepare different business documents.

I don't know if I should continue to create these sheets directly in SW or use another interface because I can't find anything in SW that allows me to export as an Excel file.

Thank you for your help and your ideas.

 


1401385_-_fiche_produit.pdf
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Additional information, I also need to be able to export the 2 views that are in my file as well as the logo at the top right.

3

Hello

It all depends on the volume of data to be processed, but as a first approach, for everything that is text, I will use properties to be filled in via the cartridge area and outside the printable area, I will put a general table that would be related to these properties.

The table can be exported directly to excel (save as) but for the view and the logo it is necessarily a copy/paste by hand.

After that, the possibility of doing this via a macro but in any case you will need an identification of the elements to be retrieved so a property link would be not bad.

For the logo, the easiest in my opinion is to have it in the header in an excel template.

2 Likes
4

Thank you for that first answer.

The text boxes below the 2 squares where my views are already in a cartridge area but I can't do as you say and export by save as.

For the left view, it's a photo that I imported into my drawing so I can then recover it in my excel database just like the logo but I will still have the problem of my side view.

5

for your rated views

the best it seems to me is to take pictures (screenshot)

and import your photos (screenshot)

same as images part

see these links you will find it seems to me everything you need

https://www.youtube.com/results?search_query=creer+catogue+avec+photo+dans+excell

https://www.youtube.com/results?search_query=creer+catogue+produit

See also this

https://www.youtube.com/watch?v=oEiIwZE3P0U

@+ ;-)

PS:

You should also be able to modify the material of your first photo

Finish available with selection in a drop-down cell

1 Like
6

Thank you gt22

The idea seemed good to me, but it is not the opinion of my manager who discussed with the person in charge of producing our documents.

I told them that I don't have any other solutions at the moment to export the requested data.

Maybe I need to look for another alternative for now when creating my documents. To be continued.

 

1 Like
7

Hello

Why export? Couldn't you create some kind of drawing in commercial brochure format so you wouldn't need  to export but just fill in the "Characteristics" and "Pressure and flow" sections manually. You have almost everything and then you just have to save it as a PDF for the salespeople...

2 Likes
8

There is online software to convert pdfs to excel...

For example: https://www.freepdfconvert.com/fr/pdf-excel

1 Like
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Hello ac cobra 427.

To answer your question, today I create sheets from SW as you say, I then generate them in pdf so that it can be consulted by all.

But today my boss is looking into creating a website and commercial catalogues and the people who are in charge of this operation want this data in excel. 

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Thanks max59, I think I'm going to go down this route, I just tried and I find everything I need.