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Importing Data from Microsoft Excel

Data conditioning is a core value of Assemble. While Assemble has made huge advances in conditioning model information directly through the Assemble web application, there are still a number of scenarios that are quite painful, if not impossible to achieve. While these scenarios are difficult to handle through the Assemble web application, they are quite easy to address using standard Excel features. Rather than recreate the wheel, Assemble will leverage the power of Excel and the ability to update Assemble parameters via an Excel import.

Examples:

  • Apply a formula to a parameter to arrive at a value.
  • Apply a consecutive number to a list of rooms.
  • Quickly copy and paste repetitive data, such as floor finish for rooms.

Excel Import/Export Acceptances and Constraints:

Import

1.  The imported Excel file will affect only the model version you are currently working with.

2.  To import instance properties, instance IDs must be present.

3.  Type properties can be imported without the need for instance IDs.

4.  Imported properties will adhere to the Properties Manager rules.

      • Read-only properties will not be imported.
      • Geometrical data cannot be altered.

5.  Excel file cannot have duplicate column headers.

6.  Column headers in Excel file can exist in either Row 1 or Row 4.

7.  The following columns (properties) will always be ignored:

      • Color
      • Category Name
      • Item column
      • Source ID
      • Quantity
      • Unit
      • Geometrical columns, such as Length, Area, Volume, etc.

8.  Import from Excel supports properties for Revit models; AutoCAD properties are not currently supported.

9.  Models published prior to February 28th, 2014, will have limited editable properties. To view, manage, and import all properties, models would need to be republished.

10.  The parameter must exist in Assemble in order to import.

11.  Visual Variance mode does not support the Excel Import feature.

Export

1.  An Excel file exported from Assemble can be imported into Assemble. We strongly recommend keeping an unaltered version of the Excel export, should you need to reset data back to its original state. The import process cannot be undone.

2.  The Excel export from Assemble is an unprotected worksheet, by default. The worksheet can beprotected by clicking on the Review tab, and then by selecting Protect Sheet from the Changes panel. Unprotected cells are editable cells that will be imported back into Assemble, should you choose to do so. Protected cells are read-only, as they are read-only in Assemble. Any edits made to read-only fields in the Excel file will not be imported into Assemble. Should you decide to protect the worksheet, default unlocked cells include:

      • Editable instance properties on the instance row only.
      • Editable type properties on the type row only.

 To Import from Excel

1.  From the left panel, under Export / Import, select Import from Microsoft Excel.

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2.  Click Choose File to locate and upload the Excel file you wish to import. Please note that your file must adhere to the import acceptances and constraints listed above.

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    • The hyperlink to export a view to Excel will open the Export dialogue window. Please note that if you want to import changes made to instance properties, the Include Instances check box needs to be checked.

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3.  After uploading your Excel file, click Import. You will have a chance to review what will be imported prior to accepting the changes.

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4.  The Initial Check dialogue window will provide you with a summary of changes, or will notify you that there is nothing to change. To see the individual call-out of changes, click the Download Full Import Log button prior to accepting the changes. Please note that once changes are accepted, this cannot be undone.

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5.  The Import Log will list the instance and/or type changes, any warnings regarding making the acceptance, and/or messages regarding ignored columns. 

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6.  When you are ready to commit to the changes, click the Accept button. Otherwise, discard the import by clicking the Cancel button.

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7.  After accepting the changes, you will be notified when the import is successful. Again, you have an opportunity to view the committed changes by clicking the Download Full Import Log button. Click Close to return to your work in Assemble.

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8.  The Assemble Grid will be refreshed to show your imported data.

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