How to Convert Schedule to Excel in Revit?

Step-by-Step Guide to Converting Revit Schedules to Excel

Transferring schedule data from Revit to Excel can enhance your ability to analyze, manipulate, and share project information efficiently. The following guide provides a clear, step-by-step approach to export schedules from Revit into Excel format.

Preparing Your Schedule for Export

1. Access the Schedule View: Start Revit and navigate to the project that contains the schedule you wish to export. Open the desired schedule by locating it in the Project Browser under the Schedules category.

2. Open the Export Menu: Go to the top menu bar and click on the File tab. From the dropdown list, hover over Export and look for the Reports option. A secondary menu will appear.

3. Select the Schedule Export Option: Within the Reports menu, click on Schedules. This action will open the Export Schedule dialog box, where you can specify your export settings.

Configuring Export Settings

1. Name Your Export File: In the dialog box, provide a filename that reflects the content of the schedule. Choose a directory on your computer or network where you wish to save the file.

2. Choose Export Options: Check the options under the Schedule appearance section to set how you want your data formatted. Options may include selecting tables, fonts, and other layout preferences for the resulting Excel file.

3. Customize Output Settings: Under the Output options, specify how you want the information presented in the output file. You may have the choice between different delimiters and formatting styles. Make selections that suit your needs to ensure the data is easily readable in Excel.

4. Finalize Export: Click on the OK button to proceed with the export. Revit will generate a text file based on your specifications to be used for the Excel import.

Importing the Schedule into Excel

1. Open Excel: Launch Microsoft Excel and navigate to the location where you saved the exported text file.

2. Utilize the Text Import Wizard: In Excel, go to the Data tab and select Get External Data. Choose From Text to start the import process. Locate the exported text file and double-click to open it.

3. Configure Import Settings: The Text Import Wizard will guide you through the import process. Select whether the data is delimited or fixed-width, then choose the correct delimiters based on how you exported the data (typically, this is a tab or comma). Follow the prompts to complete the import process.

4. Review and Adjust Data: Once the data is imported, review the layout in Excel. Make any necessary adjustments to ensure that all information is properly organized within the spreadsheet.

Frequently Asked Questions

How can I export multiple schedules from Revit to Excel?
To export multiple schedules at once, consider using third-party plugins designed for batch exporting. After installation, navigate to the add-in tab, select the desired schedules, and choose the export options provided by the plugin. This will allow you to save schedules as either separate files or combined into a single Excel file with multiple tabs.

Can I modify the schedule in Excel and import it back into Revit?
Yes, after exporting the schedule to Excel and making your changes, you can import the data back into Revit. Use the Import/Export functionality to synchronize the updated information. Simply navigate to the designated Revit tab, select the import option, and follow prompts to update the schedule with the modified data.

What should I do if the exported schedule does not display correctly in Excel?
Ensure that you have chosen the correct delimiters during the export and import processes. If the format appears scrambled, try re-exporting the schedule from Revit while double-checking the export settings. Additionally, review the import settings in Excel to confirm alignment with the exported data format.