Managing Revit Type Catalogues with Excel – 2 of 2

Managing Revit Type Catalogues with Excel – 2 of 2

Start by creating shared parameter for the components as well as parameters for their price.

Manage > Settings > Shared Parameters

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Group them appropriately.

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Include the shared parameters in the families they are meant to occur in (they will apply across all of the types within the family).

Create > Properties > Family Types

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New Parameter

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Select the shared parameters to include as type parameters.

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List them under the appropriate Property Headings

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Since the family is to be managed though a type catalog, it is not necessary to indicate values for the type parameters in the family itself.

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Now export the Family types.

Application Menu > Export > Family Types

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This saves as a text file in a comma delimited text file (CSV) which in turn is opened in Microsoft Excel (make sure to choose “All Files” so that the .txt file is visible).

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In the Text Import Wizard, choose “Delimited” for the original file type, and click next.

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Make sure to add “Comma” as a delimiter and click next.

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Choose Text as the Column Data Format (stops Excel from modifying data) and click Finish

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Save it as an excel file. This excel file is what will be used to manage the Type catalogue. Do the same for the Second family.

These Excel files may have their Rows and Columns sorted as the Row Order and column order is not of consequence to Revit when it populates data for families from type catalogues.

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Now write the file out as a MS DOS CSV File and afterwards change the extension from .csv to .txt. Move the text file into the directory containing the family. The next time the family is loaded into a project it will read the values for the parameters from the .txt type catalogue.

Insert > Load from Library > Load Family

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By | 2017-05-24T12:12:25+00:00 December 19th, 2016|

About the Author:

After concurrently manufacturing for the Radar EW industry and reading incompletely toward Mechanical Engineering at Stellenbosch University, I realigned toward the Architectural. Today I support the AEC professions in Cape Town as an Application Engineer for a Gold Autodesk Reseller in South Africa called Micrographics. I support and facilitate training on the following software platforms: Revit (Architectural, Structural and MEP); Civil3D; AutoCAD; SANSCalc and Lumion.