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Thread: transfer a schedule from Revit to Excel

  1. #1
    Member uaifestival's Avatar
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    Question transfer a schedule from Revit to Excel

    I usually use a Definition to collect data from parameters say Rooms, Areas, or Zones, mass floors and than create an Excel file with the known
    node. I am wandering the other way, if there is a simple way to just export a Revit Schedule directly into Excel "as it is.".
    Thanks.

  2. #2
    Forum Addict elton williams's Avatar
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    Use schedule filters instead of multiple dynamo nodes. When you are in the schedule view you can then just use the 'current view' nodes. Set up your schedule the way you want and off you go, only those elements in the schedule will be seen.

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    Member uaifestival's Avatar
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    Thank for the suggestion, simpler than I thought?
    I tried this simple definition.
    I am in active schedule view on Revit and then run. It did not write to the supposed excel file and either warn with an error of any sort...
    Attached Thumbnails Attached Thumbnails transfer a schedule from Revit to Excel-activeview.png  

  4. #4
    Forum Addict elton williams's Avatar
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    'Document.activeview' returns the actual view, not the elements visible in that view. I'm not at my computer atm but the node you want is called 'All Elements in Active view' or something like that.

    Edit, also im not familiar with bumblebee yet, but it should work with the standard write to excel node.
    Last edited by elton williams; January 19th, 2018 at 06:36 AM.
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  5. #5
    Moderator cellophane's Avatar
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    Unless you are trying to merge data from multiple schedules, why not just export the schedule as a CSV directly?
    Attached Thumbnails Attached Thumbnails transfer a schedule from Revit to Excel-exportschedule.png  

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    Forum Addict josephpeel's Avatar
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    The main advantage of using Dynamo instead of just exporting csv comes when you want to import data as well.

    With Dynamo you can export data that is not available in the schedule (Like ID or XYZ coordinates. Why are these not just accessible in schedules as system parameters??)
    So you can export the ID numbers of the elements for each row and export the parameter names from the columns, then after editing in excel read all the parameter values back into the correct elements.

    So it would be possible to make a pair of simple 'Import/Export Active View' tools.

    Export;
    Get active view
    Get all elements in active view
    Write ID to excel in first column
    Get scheduled parameters
    Write parameter names in first row
    Write parameter data in each parameter and element

    Import;
    Get excel path
    Read first column for element IDs
    Read first row for Parameter names
    Set parameters for all elements with values from excel

    The difficulty arises when you need to know what type of parameter something is (Number/string/Length etc..)
    So if someone exports values with units it might become a string in excel and give an error when you try to write it back into revit...

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    Moderator snowyweston's Avatar
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    Quote Originally Posted by josephpeel View Post
    The difficulty arises when you need to know what type of parameter something is (Number/string/Length etc..)
    So if someone exports values with units it might become a string in excel and give an error when you try to write it back into revit...
    That's why we've had Case Apps, Exceler8, Ideate, BIMOne, etc* working well for years... the protections they've had in place were born out of their developers having an understanding of Revit, and Revit workflow needs - whereas the veritable "blank slate" that Dynamo offers is in equal parts delicious and deadly.




    *to the point there are still folk developing the like, check out the new one called Tables...


    ...

    UAI; with respect to your query, I think the risk is that whilst we're in the Dynamo sub-forum, many will jump on the question with an answer much like Chad's.

    The "problem" with the Revit's OOTB way is that if you're after elements from multiple categories (i.e. Rooms AND Areas?) you have to run multiple exports (some apps can help make this less painful) then combine them. Somehow.

    Personally, (but only because it's what I know) I use Access to build UNION queries of multiple-(Revit)-tables, then generate a "combined" .csv from that process (to push the values to where they are destined for).

    ....


    Question is, what's the end game for the extracted values? I mean, once you get that Excel, then what?
    josephpeel and Ning Zhou like this.

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    Moderator cellophane's Avatar
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    Quote Originally Posted by josephpeel View Post
    The main advantage of using Dynamo instead of just exporting csv comes when you want to import data as well.

    With Dynamo you can export data that is not available in the schedule (Like ID or XYZ coordinates. Why are these not just accessible in schedules as system parameters??)
    So you can export the ID numbers of the elements for each row and export the parameter names from the columns, then after editing in excel read all the parameter values back into the correct elements.
    I'm aware of the advantage of pushing data back into Revit, was simply asking why the OP was taking the long route if it isn't needed.

    Quote Originally Posted by snowyweston View Post
    Question is, what's the end game for the extracted values? I mean, once you get that Excel, then what?
    This is the bigger question overall. If all you need is a spreadsheet to hand over to someone, then a CSV export is fine. If you are trying to pull data from multiple sources, or want to write data back into Revit then a 3rd party utility is the way to go. Whether that utility is Dynamo or one of the many paid tools out there is a different issue altogether
    amoursol likes this.

  9. #9
    Member uaifestival's Avatar
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    thanks for all suggestions. The best answer to the basic question is cellophane one: not even touch dynamo.
    Of course all the informations are gathering a lot more answers and allow me to think twice before diving into Dynamo to get back datas.

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