How to Export Revit Schedules to Excel

By Pook Villegas | BIM

Revit schedules are powerful tools that provide architects and engineers with a structured way to organize and manage data within a 3D model. However, there are times when you might need to export this data to Microsoft Excel for further analysis, collaboration, or reporting. Here, we will walk you through the schedule exporting process step by step. Then, we will also break down some best practices and common issues to ensure you can manage your Revit data effectively.

Step-by-Step Guide to Exporting Revit Schedules

Exporting schedules to Excel is a simple process that boils down to locating and navigating the appropriate menus within Revit’s User interface. Below are the six easy steps you can take to export your first schedule.

Step 1. Open Your Revit Project

First, launch Autodesk Revit and open the project containing the schedule you want to export. Make sure your Revit project is fully loaded and navigate to the view containing the schedule.

Step 2. Access the Schedule View

In Revit, schedules are typically found under the “Project Browser” on the left side of the screen. Locate the schedule you wish to export and double-click to open it. This view should display all the parameters and data you’ve set up in your Revit schedule.

Step 3. Export the Schedule

With the schedule view open, go to the “File” menu at the top left corner of the screen. Select “Export” from the dropdown menu, then choose “Reports” and finally “Schedules.”

Step 4. Configure Export Settings

A dialog box will appear, prompting you to configure the export settings. Here, you can choose the file format for the export. To export to Excel, select either CSV (Comma Delimited) or TXT (Tab Delimited) file format. Both of these formats can be easily imported into an Excel spreadsheet.

You will also be presented with various options regarding the appearance of your exported schedule, including:

  • Export title
  • Export column headers
  • Include grouped column headers
  • Export group headers, footers, and blank lines

Check all the options that apply to the data you wish to export.

Step 5. Save the File

Once you’ve selected the desired format, click “OK” and choose a location to save your file. Give your file an appropriate name, such as “Revit_Schedule_Export,” and click “Save.”

Step 6. Open in Excel

Navigate to the saved file on your computer. Right-click the file and choose “Open with Excel.” Excel will open and display your Revit schedule data in a structured format. Congratulations, you’ve just exported your first Revit Schedule to Excel!

Best Practices for Effective Exporting Revit Schedules to Excel

To ensure that your schedules are accurate and easy to read, consider implementing these best practices when exporting them into Excel.

1. Clean Up Your Schedule

Before exporting, ensure that your Revit schedule is clean and well-organized. Remove any unnecessary parameters or data that you don’t need. This will make the Excel file easier to work with and more readable.

2. Use Consistent Naming Conventions

Consistent naming conventions for parameters and schedules can help maintain clarity when you export to Excel. This practice is particularly useful for large projects with extensive data.

3. Take advantage of Revit Add-Ins

Consider using Revit plugins such as Ideate BIMLink or Dynamo. These tools can enhance the functionality of your exports, providing more control over the data and how it is transferred to Excel.

4. Verify Data Accuracy

Before and after exporting your Revit schedules to Excel, it’s important to make sure your data is accurate. Double-check that all parameters and values are correctly represented in the schedule.

Common Issues and Troubleshooting while Exporting Revit Schedules

While exporting Revit schedules to Excel, you might encounter some of the following issues. Here are a few troubleshooting tips that can help you resolve them:

1. Formatting Issues

If your data appears jumbled in Excel, check the delimiter settings during export. Ensure you selected the correct format (CSV or TXT) that matches your Excel import settings.

2. Missing Data

Sometimes, not all data is exported. Before exporting, ensure that all parameters are included in the schedule view. If using add-ins, double-check their settings for any restrictions.

3. Incomplete Export Due to Hidden Elements

Sometimes, certain elements in your schedule might be hidden or filtered out, leading to an incomplete export. Before exporting, ensure all relevant elements are visible and included in the schedule view. Check for any applied filters or hidden columns that could affect the export.

4. Performance Problems

Large schedules can slow down the export process. Breaking down the schedule into smaller segments can help manage performance issues.

Harnessing the Full Potential of Building Schedules

Knowing how to export schedules from Revit to Excel is a valuable skill that can streamline your workflow and enhance your data management capabilities. With these tips and a clear understanding of the process, you’ll be able to harness the full potential of your schedule data, making project management and reporting more effective and helping you stay competitive and productive in your field.

INDUSTRIES: Architecture, Buildings, Civil Engineering, Civil Infrastructure, Construction, Infrastructure, MEP Engineering, Property Owner & Facility Manager, Structural Engineering, Subcontractor

Published on July 1, 2024 in .

About the Author

Pook Villegas is an AEC Application Specialist at Microsol Resources. She is responsible for providing the architecture, engineering, and construction (AEC) clients with BIM health checks, developing and implementing BIM standards, assisting with BIM Execution Plans (BEP), training, technical support, and other BIM-related services. She brings extensive architectural design and technological skills, having worked with BIM technology in a variety of project types, including K-12 facilities, residential, and interior projects.