Export Panel Schedules to Excel

There is an API sample that automates the process of getting panel schedule data from Revit into another application, such as Excel. The sample is quite rudimentary, as it is intended to provide developers just enough sample code for the base functionality to enable them to then create an export function tailored to specific requirements.

Below are the steps you may follow to try this functionality out. Some electrical design firms have staff with enough background to be able to massage the sample into something that would be quite useful. Hopefully, this helps get such folks on their way.

You will need some flavor of Microsoft Visual Studio to build the sample.  You can download Microsoft Visual C# 2010 for free.

From the installation image or DVD for Revit, upzip the file \DVD\Utilities\SDK\RevitSDK2014.exe

In Visual C# 2010 Express:

1. File > Open Project
2. Browse to the folder \Software Development Kit\Samples\PanelSchedule\CS
3. Select the file PanelSchedule.csproj 
4. Click Open

Make sure the Solution Explorer is visible 

5. View > Other Windows > Solution Explorer
6. In the Solution Explorer, expand References

Depending on your flavor of Revit (from a Suite, or stand-alone MEP), you may see a yellow warning icon on RevitAPI and RevitAPIUI. If you don’t see the yellow warning icon, skip to step 21.

7. Select RevitAPI and RevitAPIUI.
8. Right click, and select Remove.
9. If prompted that they will be removed, click OK.
10. Right click on References, and click Add Reference…
11. In the Add Reference window, select the Browse tab.
12. Browse to the appropriate folder, depending on your installation

• From a Suite: 
• C:\Program Files\Autodesk\Revit 2014 
• Stand-alone MEP:
• C:\Program Files\Autodesk\Revit MEP 2014

13. Scroll to RevitAPI.dll
14. Click to select it.
15. Scroll to RevitAPIUI.dll
16. Hold the CTRL key, and click to add to the selection.
17. Click OK.
18. In the Solution Browser, select RevitAPI and RevitAPIUI.
19. Right click, and select Properties
20. In the Properties window, make sure Copy Local is set to False

Build the sample

21. From the Debug menu, click Build Solution.
22. If prompted with a Save of Read-Only File, click Overwrite.
23. In the Save File As window, click Save to accept the default save location.
24. Close Visual C# 2010 Express.

 

In Windows Explorer:

25. Browse to the folder \Software Development Kit\Samples\PanelSchedule\CS
26. Copy the file

• PanelSchedule.addin

              to

• C:\ProgramData\Autodesk\Revit\Addins\2014

27. Browse to the sub-folder \bin\Release
28. Copy the files

• PanelSchedule.dll
• template.html

                   to

• C:\ProgramData\Autodesk\Revit\Addins\2014

Launch Revit

29. Open a project (or create a new one)
30. On the Add-Ins tab > External panel > External Tools

You should see three new commands:

• Panel Schedule Sample – Export Data 
• Exports all panel schedules (as .csv or .html) to the folder where the PanelSchedule.dll exists.
• Panel Schedule Sample – View Instance Creation
• Creates the panel schedule using the default template for the panel currently selected in the model.
• Panel Schedule Sample – Sheet Instance Creation
• Places all panel schedules in the current sheet view.