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Excel Integration

Boost your Agile Product Lifecycle Management experience by using the abilities of Microsoft Excel

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What can you do with Excel Integration?

Integrate and update search, BOMs, AMLs, and change creation with Microsoft Excel.

 

Capture important insights by:

Revolutionizing Search & Update

  • Execute PLM Search from within Excel
  • Associate Agile Search with a sheet
  • Modify required attributes and Update to Agile

Updating BOM / AML

  • Get BOM and AML in Excel
  • Update BOM or AML
  • May create new BOMs from the Excel sheet

Enhancing the Change Creation Process

  • Updates can be made through a change
  • Redlining of changed data
 

 

Working with Change Configuration

  • Update Data to Agile PLM: Click on “Update Current Sheet Data” to simply open a change configuration window.
  • Import Agile PLM Search: View columns that are displayed exactly like they are configured in Agile PLM. There are no limitations on what kind of columns can be imported.
  • Export Data to Agile PLM: After the update, the Change in Agile PLM has the Item added to its Affected Items tab. It now has a new description and its change controlled attribute is redlined.

 

Working with Bill Of Materials

  • Import Bill Of Materials from Agile PLM:
     Multiple BOMs can be pulled at the same time by providing a comma-separated list of item numbers.
  • Update Bill Of Materials (BOM):
     After the update, the change has been created and the Item has been added to the Affected Items. The change in quantity in the BOM has also been redlined.

 

Working with Approved Manufacturer List

  • Import Approved Manufacturer List from Agile PLM:

     Multiple AMLs can be pulled at the same time by providing a comma-separated list of item numbers.
  • Update AML:
     After the update, the change has been created and the item has been added to the affected items. The deletion of the manufacturer has been shown in the redlines.
 
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Updating All
  • Mass Updates:

     If all of the sheets opened in Excel are saved searches, BOMs or AMLs, and need to be added to a single Change Order, then you can go ahead and click Update All.

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