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Creo Assembly Cost Summaries w/ Excel Power Query

Overview

This video shows how to build assembly cost summaries by combining Nitro-BOM's Creo BOM exports with Excel Power Query. After exporting BOM data — including cost parameters, quantities, and assembly structure — from Creo using Nitro-BOM, you can use Power Query to transform and aggregate the data into meaningful cost rollups. Power Query connects to the exported BOM data, merges it with external cost tables (vendor pricing, material costs, labor rates), and calculates total costs per sub-assembly and for the entire product. The video walks through setting up the Power Query connections, writing the transformation steps, and building a cost summary dashboard that automatically updates whenever you re-export the BOM from Creo. This approach gives you a live cost tracking system that stays synchronized with your Creo design data without manual spreadsheet work.

Key Steps

  1. Export BOM data from Creo using Nitro-BOM, including cost-related parameters
  2. Set up an Excel workbook with Power Query connections to the exported BOM data
  3. Create Power Query transformations to merge BOM data with external cost tables
  4. Build cost rollup calculations that aggregate costs by sub-assembly
  5. Refresh the Power Query connections after each new BOM export to update cost summaries

Tips

  • Store cost lookup tables in a separate Excel file or database for easy maintenance
  • Power Query refreshes automatically — just re-export the BOM and refresh the workbook
  • Use this approach to track cost trends across design revisions