The "Export Import Excel" plugin allows you to export and import specifications to Revit in multiple modes of operation:
Uploading one schedule to Excel in the open active view
Uploading multiple schedules to Excel
Importing the uploaded schedule sheet back into Revit
Importing Excel to a drawing view, legend, or Revit schedule header
Let's review each of the plugin's operation options
1. Upload one schedule to Excel in the open active view
The plugin can unload an active schedule into Revit. You go to the schedule and launch the plugin.
You will get a window where you need to choose/specify the source data.
Choose the format of the work of unloading exactly one schedule
Specify the file where the schedule should be unloaded
In case you intend to load the modified schedule later from Excel, check the box.
Click on "Export".
As a result, the schedule is exported to Excel. At the same time, note that if you have checked the box for the subsequent import of the schedule, then in the first column you will have a mark indicating whether each of the unloaded lines is an ordinary field or whether this line is a specific element
2. Uploading multiple specifications to Excel
The second option of unloading to Excel already consists of the possibility to unload several schedules that you have in your project at once. So, in the same way we start the plugin and specify the following initial data.
Select the item that we will unload exactly a few schedules
Specify the file where the upload will be performed
Specify an unloading format of one of the three
- - On one sheet (schedules under each other will be unloaded on one sheet)
- To different sheets (schedules within one Excel file will be uploaded to different sheets)
- Into different documents (i.e. each of the schedules will be in a separate Excel document)
4. Select which schedules we will unload by transferring from the left block all sheet of the schedules that are in the project to the right block
5. If necessary you may save the set of schedules, so that you do not have to create it again each time
6. Click on "Export".
As a result, you will have a new document or documents with the extracted data from Revit in the specified folder.
3. Import the unloaded schedule back into Revit
If you have previously unloaded a schedule according to part 1, and corrected the values of the text parameters in Excel, and now you want to load the updated data back, follow the next steps.
Go to the schedule, from which you have unloaded previously, and launch the plugin
1. Choose the work format "Import downloaded schedule".
2. Choose this schedule
3. Click on "Import"
As a result, the values in the text parameters that you have corrected in Excel will change in the active schedule, if it is technically possible. For example, if you have a text parameter with a "Read only" editable value, the plugin will not cope with it.
4. Import Excel to Drawing View, Legend, or Revit schedule header
The last option for the plugin to work is to import schedules from Excel into a drawing view, legend, or Revit schedule header. Exactly the same way we run the plugin and select the following initial data.
Select the "Import schedule to view" plugin operation option.
Select the ".xlsx" file format. that you want to load into the project.
Select a certain sheet from the file.
Type a name for the schedule.
Choose one of the three options for schedule sheet loading
to drawing view
to legend
to schedule
6. Select the type of text with which you want to perform text notes
7. Click Done!
As a result, if you have chosen a legend or a drawing view, you will get a newly created view with the schedule placed on it in tabular form, made with text notes and detail lines
And if you choose to place on the schedule, you will create a new live Revit schedule on which the filter will be applied, so that no elements come into it, but the header will create lines and columns in the same way as it was in the Excel format. This schedule is more convenient to edit and use in the project!
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