Open in Excel

Opens the active schedule in Excel.

Introduction

Do you share data between Excel and Revit? Make your work easier and open the spreadsheet with one click and continue working in Excel.

There are 3 schedule formatting options to choose from. More in Formatting options .

Settings

Excel file settings are available in the Settings: Open in Excel.

General settings

In the general settings, you can choose a template for the name and location of the final files.

general-pdf-settings

Fig.1 - General settings.

File location

  • Temporary: the file is stored in a temporary folder, which is deleted when you close Revit.
  • Ask: each time the command is run, the user selects the destination folder in which the created excel file is saved.
  • Select: all created files will be saved in the default folder.
    • If the folder does not exist when the command is run, the user will be notified by a pop-up window.

File name

Select or edit a file name from templates. More in File name.

The file name setting from the templates is only available to users with an active premium plan. Free licenses use the default "unit name preset".

Formatting options

There are 3 document formatting options to choose from.

Keep Revit format

When exporting, all selected schedule formatting options are copied directly from Revit.

Copied formatting:

  • Font type and size
  • Cell size and color

Export text only

Only text will be exported to Excel.

Use a template

Maintain company standards easily. Upload reports or always export tables in a uniform format.

When selecting the "use template" option, select an empty Excel program with the desired formatting to be used as a template for all created files.