Import Spreadsheet

Imports selected spreadsheet (.xls, .xlsx) as a schedule in Revit.

• Import Definitions

  • Add

    Opens the Import Spreadsheet dialog, where you can import and manage Excel files.

  • Edit

    Edits the selected spreadsheet from the list of imported spreadsheets.

  • Reload

    Reloads Excel files from their original source. The Outdated column indicates files that have been changed since the last import.

    You can choose one of the following reload options:

    • Reload Selected
    • Reload All
    • Reload Outdated

    

    Note: Changes are applied after clicking Import/Update button in the bottom-right corner of the dialog.

  • Delete

    Removes the selected spreadsheet from the list.

    Note: The spreadsheet is removed after clicking Import/Update in the bottom-right corner of the dialog.

Click on the Kobi Toolkit tab > Go to Annotate panel > Run Import Spreadsheet > In the Manage Spreadsheet Imports dialog, click Add to import a new spreadsheet

Add New spreadsheet

Clicking the Add button in the Manage Spreadsheet Imports dialog box opens a new dialog where you can open and manage your Excel file.

• File panel

  

  • Open XLS

    Opens a spreadsheet in Revit from an external Excel workbook file.

    Click the Open XLS tool - navigate to the external file folder - select the Excel workbook file - open the file.

  • Save XLS

    Saves a spreadsheet into an external Excel workbook file.

    Click the Save XLS tool - navigate to the desired folder – input a file name – export the file.

• Settings panel

  Edit the imported table.

  

  • Border Line Style

    Displays different line styles of borders.

  • Border Line Style

    Select from a list of different border line styles.

  • Column Width Factor/ Row Height Factor

    The spreadsheet can be scaled according to the column width and row height .

  • Header Rows

    Define the number of rows that are used as a header.

  • Rows per Page

    Define how you want to split your spreadsheet, for example, how many rows do you want to place per page.

  • Tools

    Provides options to Select Used Cells or Reset Settings.

    

    Note: Before saving the changes and importing the Excel spreadsheet, select the cells you want to import, either by selecting them in the table or by choosing Tools - Select Used Cells.

• Action panel

• Save Changes

  Saves the current changes and closes the Import Spreadsheet dialog. To import the Excel file into a schedule or update an existing one, click Import/Update.

  Note: Before saving the changes and importing the Excel spreadsheet, select the cells you want to import, either by selecting them in the table or by choosing Tools - Select Used Cells.

• Cancel

  Cancels changes and closes the window.

A warning appears if no cells are selected. Select the cells you want to import, either by selecting them in the table or by choosing Tools - Select Used Cells.

You can manage your imported spreadsheets by right-clicking them. When you are ready to import select Import / Update .

Click on the Kobi Toolkit tab > Go to Annotate panel > Run Import Spreadsheet > In the Manage Spreadsheet Imports dialog, click Add to import a new spreadsheet > Click Open XLS and select the Excel file > Define settings > Select the Columns and rows that you want to import or click on Tools – Select used cells > Click Save Changes, then click Import/Update to complete the import

All imported spreadhseets will appear under Schedules/Quantities in the Project Browser.