Revit Export Schedule to Excel: A Step-by-Step Guide

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By Matthew Simpson

Exporting a schedule from Revit to Excel is a handy way to manage and analyze your data outside of Revit. This process is simple: you just need to open your schedule in Revit, then use the ‘Export’ option to save it as a .csv file, which you can then open in Excel.

Revit Export Schedule to Excel Tutorial

Before diving into the steps, let’s understand what we’re about to do. This tutorial will guide you through exporting a schedule from Revit and opening it in Excel. By the end, you’ll have your Revit data laid out in an Excel spreadsheet, ready for whatever analysis or presentation you need to do.

Step 1: Open your Schedule in Revit

Open the schedule you wish to export in Revit.

Opening your schedule in Revit is straightforward. Just navigate to the ‘View’ tab, find the ‘Schedules’ menu, and click on the schedule you need to export.

Step 2: Click on the ‘Export’ button

Click on the ‘Export’ button located in the ‘Application Menu’ (that big purple R on the top left).

After opening your schedule, click on the ‘Application Menu’ (big purple R) and find the ‘Export’ option. From there, you’ll see options for different file formats.

Step 3: Choose ‘Report’ and then ‘Export’

Select ‘Report’ and then click on ‘Export’ in the dropdown menu.

When you click on ‘Export’, you’ll see several options. Select ‘Report’, which will then give you the option to export your schedule.

Step 4: Save as .csv file

Save your file as a .csv file in a location you will remember.

The .csv format is what allows us to open the file in Excel. Make sure to name your file something memorable and choose a location on your computer where you can easily find it.

Step 5: Open the .csv file in Excel

Open Excel, then open the .csv file you just exported from Revit.

Once you’ve saved your .csv file, open Excel, navigate to ‘File’ > ‘Open’, and select your .csv file. It should open up with all your Revit schedule data neatly arranged.

After completing these steps, you will have successfully exported your Revit schedule into an Excel spreadsheet. This will allow you to manipulate the data, perform calculations, create charts, or even merge it with other data sets for a comprehensive analysis.

Tips for Revit Export Schedule to Excel

  • Make sure your schedule in Revit is finalized before exporting, as any changes made in Revit after exporting will not be reflected in the Excel file.
  • Check that all the columns and rows in your Revit schedule are displaying correctly before exporting.
  • It’s a good idea to save the .csv file to a cloud storage service if you plan to share it with others or access it from different devices.
  • If you have a large schedule with many rows, consider filtering or sorting the data in Revit first to make the analysis easier in Excel.
  • Remember to save your Excel file after making any changes or analysis to avoid losing your work.

Frequently Asked Questions

Can I edit the schedule in Excel and import it back into Revit?

No, once you export the schedule to Excel, it becomes a static file and cannot be imported back into Revit.

Editing the schedule in Excel doesn’t change the data in Revit. The export is a one-way process, so any changes you need to make in the schedule itself must be done in Revit.

What if my Excel file isn’t opening correctly?

Make sure you saved the file with the .csv extension and that Excel is set as the default program to open .csv files.

If the Excel file isn’t opening correctly, it could be an issue with the file association on your computer. Check your settings to ensure that .csv files are set to open with Excel by default.

Why would I want to export a Revit schedule to Excel?

Exporting to Excel allows you to analyze the data using Excel’s tools, share the data easily, and combine it with other non-Revit data sets.

Excel offers advanced data analysis tools like pivot tables and charts that aren’t available in Revit. Exporting your schedule allows you to take advantage of these tools for more in-depth analysis.

Can I export multiple schedules at once?

No, schedules must be exported one at a time from Revit to Excel.

Revit doesn’t currently support exporting multiple schedules simultaneously, so you will need to repeat the export process for each schedule you need in Excel.

Is there a way to automate this process?

There are third-party add-ins for Revit that can automate exporting schedules, but they are not built into the standard Revit software.

While Revit itself doesn’t offer an automated way to export schedules, some developers have created tools that can help with this. If you find yourself needing to regularly export schedules, it might be worth looking into these add-ins.

Summary

  1. Open your schedule in Revit.
  2. Click on the ‘Export’ button.
  3. Choose ‘Report’ and then ‘Export’.
  4. Save as a .csv file.
  5. Open the .csv file in Excel.

Conclusion

Exporting a Revit schedule to Excel is an essential skill for anyone looking to enhance their data analysis capabilities. The process is simple and can be completed in just a few steps. By following the tutorial above, you can easily take your Revit data into Excel, where a multitude of analytical options await. Remember the tips provided to ensure a smooth transfer and take advantage of Excel’s powerful features to manipulate and understand your schedule data better. As you become more comfortable with the process, you’ll find it becomes second nature, saving you time and opening up new possibilities for data management and presentation. Whether you’re a seasoned pro or new to Revit, mastering the revit export schedule to excel process is a valuable addition to your skill set.