How to get an Excel file into Revit

How to get an Excel file into Revit

The simplest way is to use AutoCAD as the link between Excel and Revit by first linking the Excel file into AutoCAD and then to link the AutoCAD file into Revit.

To do this you can follow the Following process:

First create the Excel file. In this case I have used a sample Excel file that come with Excel 2016. Open Excel and click the New to create a new Excel file.  Look for the Inventory one or any other sample.

1-1 How to get an Excel file into Revit

Once you click on the sample a dialogue box will appear and click Create as shown.

2-1 How to get an Excel file into Revit

Save the file on the Desktop or in the directory where your Revit Project is and close Excel. Now open AutoCAD and create a new file. In the new file click the Table icon. Its under the Home tab and Create Panel.

3-1 How to get an Excel file into Revit

The table command will open. Select the “From a data link’ option and click the link button as shown.

4-1 How to get an Excel file into Revit

On the Select Link dialogue box click on the ‘Create a new Excel Data Link’ text.

5-1 How to get an Excel file into Revit

Name the link. I named mine ‘Excel to Revit’ but you can give your link a more specific name like ‘Ironmongery Schedule link’ or ‘Bill of Materials Link’ depending on what Excel file you are linking. Click Ok.

6-1 How to get an Excel file into Revit

After naming your link you need to select the Excel file by browsing to it. To do this click on the Browse button on the next dialogue box as shown. Browse to the Excel file you created earlier and click Open at the bottom of the browse dialogue box.

7 How to get an Excel file into Revit

Now you’ll return to the previous dialogue box and here you’ll see a preview if its a smallish Excel file. Note the expand button on the bottom right. click it to show more settings.

8 How to get an Excel file into Revit

These setting can be set but I’ll leave them as is for now. Click Ok on all the dialogue boxes.

9 How to get an Excel file into Revit

Now you’ll be asked to place the the Excel import. Place it in your drawing.

10 How to get an Excel file into Revit

Once placed inside AutoCAD please save the drawing in the same directory as where you saved the initial Excel file so that the files are kept together. Now you can close AutoCAD.

11 How to get an Excel file into Revit

Now open your Revit project and create a new Drafting View which is found by going to the View Tab and Create panel. Name the Drafting View and make sure have the view active.

12 How to get an Excel file into Revit

Now go to this newly created Drafting view and insert the AutoCAD drawing by either Linking CAD or Importing CAD. I have imported the AutoCAD drawing in this case so the data will remain static. If you use the Link option, all changes made in AutoCAD file will be taken through to Revit which is a very efficient method in an environment where changes in the Excel file happen often. The workflow to do an update is to save the edited Excel file. Close Excel and open AutoCAD. Make sure the Excel link Is updated and save the AutoCAD drawing. Close AutoCAD and open Revit. In Revit, the changes will automatically be shown but if not for some reason not, go to Manage Tab, Manage Links and Reload the AutoCAD file.

13 How to get an Excel file into Revit

In the screenshot below you can see the linked AutoCAD file that contains the Excel content. Note that only some of the cell formatting came through.

14 How to get an Excel file into Revit

 

By |2017-05-24T12:12:23+00:00February 14th, 2017|

About the Author:

I’m an Architectural Technologist (B.Tech.Arch) that has experience on the technical side of IT especially PCs, Large Format printers and Autodesk software. I am working as an AEC Application Engineer for a Gold Autodesk Reseller in South Africa called Micrographics. My role is focussing on support and training on software applications like Revit ( Arch,MEP and Str), Civil3D, AutoCAD, SANSCalc and Lumion.