OmniBOM User's Guide
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Working with BOM Sheets
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OmniBOM can manage multiple sheets in a single OmniBOM file. Each sheet represents an independent BOM that is stored within the same OmniBOM file. Data that exists within each sheet is autonomous of data from all other sheets (i.e. changes to data from one sheet will not affect data on other sheets). Sheets can be used to represent different BOMs or variants (deviations) of a main BOM.
To navigate/view the various sheets in the BOM, select the desired sheet from the sheet drop list (BOM window toolbar)



All sheet functions are available in the Sheets menu.





Sheet Functions:

Command Description
Add/Copy Sheet Add a new (blank or copied) sheet to the BOM
Delete Sheet Delete the current sheet
Rename Sheet Change the name of the current sheet
Variant Sheets Access the Variant Sheet functions
You can have an unlimited number of sheets on a BOM. You can create sheets using:
Creating a New (Blank) Sheet
To create a new (blank) sheet, select the Add/Copy Sheet command from the Sheets menu.



From the Add OmniBOM Sheet dialog box, specify the new sheet name and then click the OK button.



The new sheet will be added to the sheet list and selected as the active BOM. The new sheet will contain the default or blank fields, depending on your default settings.



Copying a Sheet
To copy a sheet, select the Add/Copy Sheet command from the Sheets menu.



From the Add OmniBOM Sheet dialog box, specify the new sheet name.



Next, click the Copy from sheet option and then select the sheet you wish to copy.



Click the OK button to create the new/copied sheet.


To rename a sheet, first activate the sheet you wish to rename by selecting it from the sheets drop list.



Then select the Rename Sheet command from the Sheets menu.



You will be asked to provide a new sheet name.


To delete a sheet, first activate the sheet you wish to delete by selecting it from the sheets drop list.



Then select the Delete Sheet command from the Sheets menu.



You will be asked to verify the removal.


"Variant" sheets refer to sheets that are copies of existing sheets that may have slightly different data sets. OmniBOM can automatically create single or multiple "variant" sheets based on field values. Variant functions are available from the Variant Sheet command from the Sheet menu.





The Create Variant Sheets dialog box contains 2 different operations:



Operation Description
Create single variant based on field value Creates a single BOM sheet and places items on that sheet where specified field/values are found.
Create multiple variants based on field values Creates multiple BOM sheets based on values in a specified field


Create variant based on field value
Using the Create single variant based on field value operation allows you to create a single variant sheet that contains items that match the defined field/value. With this option selected, you will be able to specify the following:



Option Description
New sheet name Defines the name of the new sheet
Search field Specify the BOM field you wish to search for values
Search for value Specify the value to search for
Match exact string Match is valid on exact or partial values
Delete original item Remove or maintain the matched items from the parent sheet (sheet being copied)
Copy blank items Copy or ignore items that do not contain any value in the specified search column


Using this function, OmniBOM will search the specified field for the string defined in the Search for value field. If it finds a match, it will copy or move the item to the new sheet. This function will only create a single sheet.

Example: Copy items to a sheet called "Rev A01" where the item's "BOM Revision" field contains a value of "A01"



Before the command is executed:


After the command is executed:


In this case, a new sheet ("Rev A01") was created, and the items that contained an "A01" value in the BOM Revision field were copied to the new sheet.

Create multiple variants based on field values
Using the Create multiple variants based on field value operation allows you to create multiple variant sheets which contain items that match the define field/value. New sheets will be created for each separate value found in the specified search field. With this option selected, you will be able to specify the following:



Option Description
Sheet name prefix The system will use the values for sheet names. However, this option allows you to define a prefix for the sheet names to be created.
Search field Specify the BOM field you wish to search for values
Delete original item Remove or maintain the matched items from the parent sheet (sheet being copied)
Copy blank items Copy or ignore items that do not contain any value in the specified search column


Sheet names will be created/appended based on each value found. Individual items can contain multiple sheets/values where each sheet/value is delimited with a comma.

Example: Create and copy items to multiple sheets based on values found in the "Config" field.



Before the command is executed:


After the command is executed:

In this case, 2 new sheets were created ("USA" and "Europe"). The items that contained a "USA" value in the Config field were copied to the "USA" sheet, and the items that contained a "Europe" value in the Config field were copied to the "Europe" sheet.