SheetLink

Export your Revit model data (by categories, elements, schedules) to Excel and Google Sheets. Edit the data and import it back to update the model.

Table of contents

1. Model Categories
   1. Search Categories
   2. Instance, Type and Read-only
      1. Search Available Parameters
   3. Selected Parameters
      1. Search Selected Parameters
      2. Order the Selected Parameters
      3. Filter elements within a section box
      4. Isolate Selection
      5. Export Project Standards
      6. Import Project Standards file
      7. Reset Values
      8. Preview/Edit
      9. Export
      10. Import

Model Categories

The first step is to select the SheetLink from the DiRootsOne menu and to choose the Model Categories tab.

Steps:

1. Click on the radio buttons to switch between Whole Model, Active View or Current Selection to choose the categories.

The 'Whole Model' radio button will show the all existing model categories.
The 'Active View' radio button will show the existing categories in the current view.
The 'Current Selection' radio button will show the existing categories in the current selection.

1. Use the checkboxes above the table to select to Include Linked Files and to Export by Type ID.

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1. Use the checkboxes to select specific categories, or use the checkbox in the table header to select all categories.

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Search Categories

The search box will search for categories contained in the Select Categories column.

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Instance, Type and Read-only

After choosing the categories, the SheetLink has options to view instance, type and read-only parameters.

Click on the table headers to select the instance parameters.

# Note:  
If selected, the instance parameters, will shown it in the green.
If selected the type parameters, will be shown it in the yellow.
If selected the read-only parameters, will be shown in the red.

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Search Available Parameters

The search box will search for parameters contained in the Available Parameters column.

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Selected Parameters

Parameters selection:

1. Select the parameters in the Available Parameters table.
2. Click on the arrows to add or remove from the Selected Parameters table.

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Search Selected Parameters

The search box will search for parameters contained in the Selected Parameters column.

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Order the Selected Parameters

Use the arrows above the Selected Parameters table, to sort the parameters to be exported.

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Filter elements within a section box

You have the ability to use existing or to duplicate 3D View. Visualize only filtered elements or all elements within Section Box, with ability to define offset from marked elements.

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Isolate Selection

The Isolate Selection button allows you to filter the selected categories in a Temporary View (Hide/Isolate).

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Export Project Standards

The Export Project Standards button allows you to export the main data about the project to Excel or Google Drive. The data to be exported is the Project Information, Object Styles, Line Styles and Families.

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Import Project Standards file

You can also edit some Project Information and import to update the current model.

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Reset Values

Select the Reset Values button to clear all available and selected parameters.

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Preview/Edit

Click to preview and edit the sheet before exporting it.

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Export

Click to export the sheet to Google Drive or Excel.

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The Excel file is editable and after editing can be imported through SheetLink. Caution, open the Instruction tab in your Excel file to get the colors legend.

# Note:  
Yellow: Type Value
Red: Read-only Value. This fields can not be edited.
Grey: Parameter does not exist for this element.

# Note:  
If you are changing the value of 'Type Parameters', ensure that you have the same value for all elements with the same 'Type ID'

Import

If you have made any edits to the file, import it and update the current model on Revit. Before importing the file, you can preview the sheet to be sure, and then complete the import.

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# Note:  
- Import file from Google Drive or from Excel.
- Track the file import progress bar.

Let’s go to the next tab to manage the Annotation Categories.