Fusion Guide
intermediate9 min read

Tables, Parts Lists, Balloons, and Hole Tables

Create a parts list (BOM) table, balloon components, renumber, build hole tables, edit columns, and export tables to CSV.

Overview#

Assembly drawings need a parts list (bill of materials on the sheet) and balloons that tie each component in a view to a row in the list. Plates and machined parts with many holes often use a hole table instead of dimensioning each hole individually. Fusion's Tables panel covers these, plus tables you can export as CSV.

Where to find it#

Drawing workspace toolbar:

  • Tables panel: Table (with Parts List, Hole Table, Revision History, bend table and custom table types), Balloon, Bend Identifier, Renumber and Align Balloon. The Tables menu also lists Parts List, Hole Table and Revision History as separate entries.
  • You can also right-click an assembly in the browser and choose Table to create a parts list.

Step by step: parts list#

  1. Make sure the assembly is the source of your drawing and components have meaningful names. Set part numbers, descriptions, and materials in component Properties in the Design workspace; these feed the columns.
  2. In the drawing choose Tables > Table or Tables > Parts List. In the Table dialog set the Type: Automatic (builds a parts list or bend table from the current sheet) or Parts List (from an assembly, storyboard, component or sheet-metal reference).
  3. Click the drawing view to associate with the parts list. An empty list follows the cursor.
  4. Choose the Structure: First Level (first-level components only) or All Levels.
  5. Click to place the table. Balloons are added automatically to the associated view.
  6. Double-click the table to edit: Structure, Table Direction (Up puts the header at the bottom and orders rows bottom-up; Down puts it at the top), Units (mass units and precision) and Columns: Item, Quantity, Part Number, Part Name, Description, Material and Mass, in the order you set with the arrows. If you use Fusion Manage, Item Number, Lifecycle, Revision and State are also offered.
  7. Click Close.

Placing the table on the bottom half of the sheet flips the header to the bottom and orders rows bottom-up; press Shift to lock or unlock that flipping. Drag the grey grips to resize rows and columns and the blue arrow grip to split the table into sections. Text height follows Document Settings.

Step by step: balloons#

  1. Choose Tables > Balloon.
  2. Pick a balloon Type: Standard (straight leader) or Patent (curved spline leader; click to place the bend point).
  3. Select an edge of the component to identify, then click to place the balloon. The number matches the component's Item number in the parts list.
  4. Repeat for further components and press Esc. Balloons created automatically with the parts list can be added to, deleted, moved or re-associated.
  5. Use Renumber (Tables > Renumber): choose Type Automatic or Balloon, the Level (First or Last) when the list structure is All Levels, and a starting number, then click balloons in the order you want. The parts list re-sorts to the new numbers.
  6. Align Balloon lines balloons up in a view.

Autodesk's help documents only the Standard and Patent balloon types; it does not list circle, square or hexagon shapes.

Hole tables#

A hole table lists holes in a view by position and size, so the views only carry tags, not dimension strings.

Step by step#

  1. In the Tables panel choose Hole Table (the Table dialog Type is Hole Table).
  2. Select the drawing view to associate and click to place the origin. Positions are measured from it, and a hole table reuses an ordinate-dimension origin if the view has one.
  3. Optionally edit the Title, choose Arrange (by Position or by Size, smallest to largest) and the Origin Style, then click to place the table.
  4. The table is populated with information about the holes in that view.

Double-click an existing hole table to change Title, Table Direction, Arrange, Origin Style and the displayed columns. Double-click the origin marker to switch its style between Datum Target, ISO Origin, ASME Origin and Alternate Origin.

Note: not confirmed in Autodesk's documentation: whether only holes made with the Hole command appear in a hole table (this is reported on user forums), and the exact column names offered.

Revision tables and other tables#

Choose Tables > Revision History. The empty table matches the title block width and drives the title block's revision attribute (REV). Double-click a description cell to fill it in; the Revision History dialog sets direction, columns, rows (add, hide or delete revision rows) and text settings. Revision markers and revision clouds are separate commands. In Document Settings you can change the Revision Scope (Drawing or Sheet) and numbering (Custom, A,B,C or 1,2,3). Define the table in a template so new drawings start with it.

Editing and exporting tables#

  • Editing: Double-click a table to change structure, direction, units and columns. You can also build a custom table (Create and populate a custom table), and property fields can be inserted into text, tables and dimensions.
  • Exporting: Autodesk documents Export > Export CSV: select a table, parts list or bend table, name the file and save. Text formatting is not included. Use it for purchasing or ERP import.
  • Tables in DWG: DWG export is not associative (see export page).

Options reference#

OptionWhat it doesNotes/default
Table TypeAutomatic, Parts List, Hole Table, Revision HistoryParts list uses an assembly, storyboard, component or sheet-metal reference
StructureFirst Level or All Levels
ColumnsItem, Quantity, Part Number, Part Name, Description, Material, MassPlus Fusion Manage columns if used
Table DirectionUp or DownUp puts the header at the bottom
Mass units / precisionMass unit and decimal precisionIn the Parts List dialog
Balloon TypeStandard or Patent
RenumberType, Level, starting numberParts list re-sorts
Hole table Arrangeby Position or by Size
Hole table origin styleDatum Target, ISO, ASME, AlternateShared with ordinate dimensions
Export CSVWrite table data to CSVNo formatting retained

Tips and pitfalls#

Tip: Fill in part number and description in the design before creating the table. Empty cells in a BOM are a sign you skipped the design setup.

Tip: Place the parts list on the lower half of the sheet so the header flips to the bottom and rows grow upward, away from the title block.

Tip: For exploded assemblies, put balloons in a clear, sequential, clockwise order; Renumber helps.

Warning: Set the parts list Structure deliberately: First Level lists first-level components only, All Levels lists every component in the assembly.

Warning: Standard parts (bolts, nuts) from content libraries must have names and part numbers that distinguish sizes (M6x20 vs M6x25), or they may merge in the list.

Warning: A hole table covers the holes in the view you associated it with; check that the holes are visible in that view.

Parts list logic#

The parts list shows a Quantity per component. As general guidance, give library fasteners with different lengths different names and part numbers so they stay distinguishable.

Note: not confirmed in Autodesk's documentation: exactly how Fusion decides that two components are "the same" for the Quantity column. A worked case: an assembly with a plate, a bracket, four M6x20 screws and two M6x25 screws should produce four rows (plate 1, bracket 1, M6x20 qty 4, M6x25 qty 2), with total piece count 8. If you see M6 screw qty 6, the screws are merged because they share a name; fix the names or part numbers in the design.

Column choices by audience#

AudienceUseful columnsAvoid
Machine shopItem, Quantity, Part Number, Description, MaterialMass
PurchasingItem, Quantity, Part Number, Part Name, DescriptionMaterial
Assembly lineItem, Quantity, Part Number, Part NameDescription paragraphs
InspectionItem, Quantity, Part Name, Mass, MaterialDescription paragraphs

Use Export CSV for purchasing and ERP import; the file carries data but not formatting, as Autodesk's help notes.

Balloon discipline#

A good balloon set follows simple rules. One balloon per unique item per view; the number must match the parts list. Place balloons outside the view in a column or ring, evenly spaced, with leaders that do not cross (Align Balloon helps). Number clockwise from the top left in assembly order, then run Renumber if the order drifts. Use the same balloon type and text height (Document Settings) across a set of drawings. For identical items (four screws), use one balloon with a quantity note or leader to one instance, as your standard dictates.

Hole table details#

For a plate with 24 holes in 3 sizes, a hole table is shorter than 24 dimension strings. Pick an origin at a real datum corner, set Arrange to by Size to group holes smallest to largest, or by Position to label them by location from the origin. A hypothetical example: a 200 x 100 plate with the origin at the lower left, holes A1 at X 20, Y 20 (diameter 6.0), A2 at X 180, Y 20 (6.0) and B1 at X 100, Y 50 (12.0). A coordinate list helps inspection, and tolerances can be given once for all holes of one size.

Failure modes and fixes#

SymptomLikely causeFix
Parts list emptyThe wrong view was associatedDelete it and associate the assembly view
Quantity 1 for four identical screwsThey are separate componentsCopy and paste instances of one component and re-check
Balloon number does not match listList was reorderedRun Renumber (parts list re-sorts to match)
Columns blankProperties not filled inFill them in the design
Table covers the title blockTable placed on the upper half so rows grow downwardPlace it on the lower half so rows grow upward, or set Table Direction
Hole table misses holesHoles hidden in that view, or not recognized as holesCheck visibility; see the unconfirmed note above
Sub-assembly shows as one item when you needed its contentsStructure is First LevelSet Structure to All Levels
CSV opens with merged cellsSpreadsheet import settingImport as comma-delimited, UTF-8

Workflow advice#

Do the data work in the design: names, numbers, descriptions, materials. The drawing only presents it. Before creating the parts list, flip through the Browser and check that each component has a unique, meaningful name. Make one balloon pass in a single isometric or exploded view and let the others follow. If purchasing wants a flat list but production wants sub-assemblies, produce both: one table for the assembly drawing and an exported CSV for purchasing. Re-run Renumber and re-export every time the assembly structure changes.

Practice exercise#

  1. Build an assembly: a 100 x 60 x 8 mm plate with four 6 mm holes, a bracket, four M6x20 screws and two M6x25 screws as library fasteners. Name each distinct component clearly and fill in part number and description.
  2. Create a drawing from the assembly with an isometric view on A3.
  3. Add a parts list with Item, Quantity, Part Number, Description and Material columns and check that the quantities are 1, 1, 4 and 2 for a total of 8 pieces. If screws merge, fix their names.
  4. Add balloons clockwise from the top left. Run Renumber with a new starting number and confirm the parts list follows.
  5. Create a second sheet with a face-on view of the plate and add a hole table with the origin at the lower left corner, Arrange by Size.
  6. Export the parts list to CSV and open it in a spreadsheet; confirm the row count and total quantity.
  7. Expected result: a BOM with four rows and eight pieces, balloons that match, a hole table listing all four holes with X, Y and diameter, and a CSV that matches the sheet.
  • Sheets and exploded drawings
  • Annotations, text, and notes
  • Export to PDF, DWG, and DXF

Sources

Checked against these Autodesk help topics (opens autodesk.com):

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