Bill of Materials (BOM) generation in Solidworks - Dashboard Guide

Dashboard Mode - Bill of Materials (BOM) generation

Goal

Understand the total parts and quantities needed to build a product by generating a Bill of Materials (BOM) from assembly data.

Sample Data: Assembly Parts List

Part Number	Description	Quantity per Assembly	Unit Cost ($)
1001	Base Plate	1	15.00
1002	Screw M4x10	8	0.10
1003	Motor	1	45.00
1004	Gear	2	5.00
1005	Cover Plate	1	7.50
1006	Washer	8	0.05
1007	Nut M4	8	0.08

Dashboard Components

• KPI Card: Total Unique Parts
  Formula: Count of distinct Part Numbers
  Result: 7
• KPI Card: Total Quantity of Parts
  Formula: Sum of Quantity per Assembly
  Result: 29
• KPI Card: Total Cost of Assembly
  Formula: Sum of (Quantity per Assembly * Unit Cost)
  Calculation: (1*15)+(8*0.10)+(1*45)+(2*5)+(1*7.5)+(8*0.05)+(8*0.08)=15+0.8+45+10+7.5+0.4+0.64=79.34
  Result: $79.34
• Table: Detailed BOM
  Columns: Part Number, Description, Quantity per Assembly, Unit Cost, Total Cost
  Formula for Total Cost: Quantity per Assembly * Unit Cost
  Sample row: 1001, Base Plate, 1, $15.00, $15.00
• Bar Chart: Quantity per Part
  X-axis: Part Description
  Y-axis: Quantity per Assembly
  Shows how many of each part is needed

Dashboard Layout

+--------------------------------------------------+
| Total Unique Parts | Total Quantity | Total Cost |
|       (KPI)       |     (KPI)     |   (KPI)    |
+--------------------------------------------------+
|                                                  |
|               Bar Chart: Quantity per Part       |
|                                                  |
+--------------------------------------------------+
|                                                  |
|                 Table: Detailed BOM               |
|                                                  |
+--------------------------------------------------+

Interactivity

A filter to select specific parts by description or part number updates the Bar Chart and Detailed BOM table to show only selected parts. The KPI cards recalculate totals based on the filtered parts.

Self Check

If you add a filter to show only parts with Quantity per Assembly greater than 1, which components update and how?

• The Bar Chart updates to show only parts with quantity > 1 (Screw, Gear, Washer, Nut).
• The Detailed BOM table filters to those parts only.
• The KPI cards recalculate totals based on filtered parts: Total Unique Parts = 4, Total Quantity = 26, Total Cost recalculated accordingly.

Key Result

A BOM dashboard showing total parts, quantities, costs, and detailed part breakdown for assembly planning.

Practice

1.

What is the primary purpose of a Bill of Materials (BOM) in SolidWorks?

easy

A. To list all parts and quantities needed for a product

B. To create 3D models of parts

C. To simulate product movement

D. To generate technical drawings automatically

Solution

1. Step 1: Understand BOM definition

   A BOM is a list that details all parts and quantities required to build a product.

2. Step 2: Compare options with BOM purpose

   Only To list all parts and quantities needed for a product correctly describes the BOM's role in listing parts and quantities.

3. Final Answer:

   To list all parts and quantities needed for a product -> Option A

4. Quick Check:

   BOM = List of parts and quantities [OK]

Hint: BOM always lists parts and quantities, not models or simulations [OK]

Common Mistakes:

• Confusing BOM with 3D modeling or simulation
• Thinking BOM creates drawings automatically
• Assuming BOM is only for assembly instructions

2.

Which menu path in SolidWorks is used to insert a Bill of Materials table?

Choose the correct sequence.

easy

A. Tools > BOM > Insert Table

B. Insert > Tables > Bill of Materials

C. File > New > Bill of Materials

D. View > Tables > BOM

Solution

1. Step 1: Recall SolidWorks menu for BOM

   The correct menu path to insert a BOM is under Insert > Tables > Bill of Materials.

2. Step 2: Verify other options

   Options A, B, and D do not match the correct menu sequence for BOM insertion.

3. Final Answer:

   Insert > Tables > Bill of Materials -> Option B

4. Quick Check:

   Insert > Tables > BOM = Correct menu path [OK]

Hint: BOM is under Insert > Tables, not File or Tools [OK]

Common Mistakes:

• Looking under File or Tools menus
• Confusing BOM insertion with drawing creation
• Selecting View menu instead of Insert

3.

Given an assembly with 3 parts: Part A (2 units), Part B (4 units), and Part C (1 unit), what will the quantity column show in the BOM?

Choose the correct quantities for each part.

medium

A. Part A: 2, Part B: 4, Part C: 1

B. Part A: 1, Part B: 1, Part C: 1

C. Part A: 3, Part B: 4, Part C: 2

D. Part A: 2, Part B: 2, Part C: 1

Solution

1. Step 1: Identify quantities from assembly

   The assembly specifies Part A has 2 units, Part B has 4 units, and Part C has 1 unit.

2. Step 2: Match quantities to BOM output

   The BOM quantity column reflects the exact counts of each part in the assembly.

3. Final Answer:

   Part A: 2, Part B: 4, Part C: 1 -> Option A

4. Quick Check:

   Quantities match assembly counts [OK]

Hint: BOM quantity matches assembly part counts exactly [OK]

Common Mistakes:

• Assuming all quantities default to 1
• Adding quantities incorrectly
• Mixing up part counts

4.

When generating a BOM, a user notices the quantity column shows all 1s, even though some parts have multiple units. What is the most likely cause?

medium

A. The BOM is set to 'Parts Only' instead of 'Top-level only'

B. The assembly is missing part references

C. The BOM is set to 'Top-level only' instead of 'Parts Only'

D. The drawing sheet is not active

Solution

1. Step 1: Understand BOM quantity settings

   'Top-level only' BOM counts each part once regardless of quantity, showing 1 for all.

2. Step 2: Identify correct setting for quantities

   Setting BOM to 'Parts Only' aggregates quantities correctly, showing actual counts.

3. Final Answer:

   The BOM is set to 'Top-level only' instead of 'Parts Only' -> Option C

4. Quick Check:

   BOM setting affects quantity display [OK]

Hint: Use 'Parts Only' BOM to show correct quantities [OK]

Common Mistakes:

• Confusing 'Top-level only' with 'Parts Only'
• Assuming missing references cause quantity errors
• Not checking BOM property settings

5.

You want to create a BOM that updates automatically when parts are added or removed from your assembly. Which approach should you take?

Choose the best practice for dynamic BOM updates.

hard

A. Manually create a BOM in Excel and update it after changes

B. Create BOM only after finalizing the assembly to avoid updates

C. Export BOM once and reuse the static file for all assemblies

D. Insert a linked BOM table in the assembly drawing that updates with changes

Solution

1. Step 1: Understand dynamic BOM update methods

   Linked BOM tables in SolidWorks drawings update automatically when assembly changes.

2. Step 2: Evaluate options for best practice

   Manual Excel or static exports do not update automatically; waiting until final assembly delays updates.

3. Final Answer:

   Insert a linked BOM table in the assembly drawing that updates with changes -> Option D

4. Quick Check:

   Linked BOM = automatic updates [OK]

Hint: Use linked BOM tables for automatic update in drawings [OK]

Common Mistakes:

• Relying on manual Excel BOMs
• Using static exports that don't update
• Delaying BOM creation until assembly is final