When the OK button is clicked, Schedule XL will show a progress dialog as it builds the schedules. Featureīetter format multiple merged/centered cellsĮasy to edit in Revit view (zoom and pan) Schedule views have many advantages over drafting views, depending upon the source spreadsheet and desired result. The two view types available when creating tables from spreadsheets are Schedule and Drafting. Schedule XL will automatically generate views in Revit using the name(s) of the selected tab(s). If the ‘Multiple Worksheets’ option is used, any number of worksheets, named ranges or print areas available in the active spreadsheet can be selected. If the ‘Active Worksheet’ option is selected, an alternative view name can be specified for the generated view in Revit. The bottom portion of the spreadsheet editor window allows the selection of either the active worksheet, or selection of multiple worksheets. Spreadsheet Editor ‘Worksheet Selection Pane’ xlsm formats, or alternately a file can be saved as a tab-delimited text file and opened in non-spreadsheet editing tools. Once changes are made, the ‘Save’ or ‘Save As…’ options on the toolbar should be used to preserve those changes.įiles can be saved in Microsoft’s. If minor editing is required, the editor pane can be used directly to make rapid changes. Additionally, Named Ranges can be defined here in the same manner as in Excel (select the range and type a name in cell name combo box).
The editor pane in the spreadsheet editor is primarily used for verification that the correct spreadsheet(s) have been selected. It is generally best to execute major spreadsheet edits using dedicated spreadsheet editing software. Most Microsoft Excel formula functions will work in this window, though no heads-up display will appear when authoring formulas. The edit pane in the spreadsheet editor window allows data manipulation of an open spreadsheet.
When adding a spreadsheet link for the first time to a Revit project, typically the “Open” button should be used. Additionally, the Graphic Options for the current sheet are accessed here. The toolbar of the spreadsheet editor allows general file management, minimal spreadsheet column/row management and the ability to open the active spreadsheet in the default spreadsheet application (if installed on the system). Schedule XL is able to replicate much of the appearance and formatting commonly used in spreadsheets such as fonts and font styles, cell background colors, single line borders, merged cells and images (Revit 20 schedule views only).
If more formatting and styling is desired, it is best to open a spreadsheet using dedicated spreadsheet software such as Microsoft Excel or OpenOffice Calc. The spreadsheet editor allows for basic editing of spreadsheets. Spreadsheets must be saved as files in order to be linked to the project using Schedule XL. If desired, an existing spreadsheet can be specified and used to create a schedule. The Add… button will open the spreadsheet editing environment to allow creation of a new spreadsheet. To open the Schedule XL add-in, click on the “CTC Software” tab and then click on the “Schedule XL” icon. See “Choosing the Appropriate View Type” for a comparison.
If similar view creation is needed, Schedule XL can create tables in drafting views. Future releases of CTC BIM Project Suite will no longer include Spreadsheet Drafter. IMPORTANT: Schedule XL is meant to be a replacement tool for Spreadsheet Drafter.
Disabling globally disregards the Auto Update setting of each link. Auto updates can be enabled or disabled for each link independently or globally in the Options of Schedule XL.
When opening a project file, Schedule XL can automatically update the schedule(s) if the source spreadsheet has changed, otherwise the schedule(s) can be updated using the Schedule XL tool manually at any time. Schedule XL allows you to load non-BIM data into a Revit project by importing a spreadsheet into a new schedule view, allowing it to be placed on one or more sheets.