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Ideate BIMLink allows new data to update into an existing Excel file. Specifically, the new data either create a new worksheet OR it will overwrite data onto an existing worksheet. While this means that the existing worksheet will lose any formatting when updated, it is still possible to use that raw data while maintaining formatting within another worksheet.
Ideate BIMLink requires rigorous standards for the column header data in order to be able to import back into Revit. Here are some tips to assist in formatting or re-organizing the Excel data without interfering with the ability to import into Revit.
Adding Header/Footer Text
You can add text to the top or bottom of your printed Excel document by adding Header or Footer text to the text file. This information will be retained even when you re-export the data from Ideate BIMLink to your Excel file. To edit this information in Excel use the Page Setup tools or the Headers & Footers tool found within the Text panel found on the Insert tab.
Formatting within a Different Worksheet
To handle changes to the font, color, cell size, etc. the data should be referenced on a new worksheet that is setup exclusively for the purposes of formatting. These formatted sheets can be brought into Revit via Ideate Sticky. One of the simplest methods to reformat raw data is to use Pivot Tables in Excel. An example of this workflow can be found within the How To… topic “Create a Quantity Takeoff”.