Known Issues with Ideate Sticky for Revit

Below are known Excel issues with Ideate Sticky for Revit. Excel features or conditions that are not supported by Ideate Sticky as well as any other known limitations. For tips on managing some of the Excel-related limitations, refer to the topic Editing in Excel.

Version Compatibility

Ideate Sticky updates should be implemented for everyone within a company at the same time in order to maintain visual fidelity.  For example, if one person updates Ideate Sticky to take advantage of the new lineweight settings feature, but others working within the same project do not have this latest update of Ideate Sticky, then the result will be that the cell border lineweight may vary depending upon whomever last updated the Sticky.  In this situation Ideate Sticky will retain the lineweight settings within the Revit project, but will only apply those lineweight setting rules when the version of Ideate Sticky that supports those settings is being used to update the Sticky.   Related topics:  Adding to a Revit Deployment

Known Formula Issues

Custom Cell Format:

A spreadsheet using a custom format #/#### “SF” to display data will show a warning in Ideate Sticky 2019.0 and previous (May 2018 release and older). The issue is with the quotation marks. This issue is expected to be resolved in future versions, once Infragistics (the programming layer that reads the excel data in a format usable by Sticky) releases a fix. Alternate formulas could be used, depending on the specifics of the way data needs to be displayed. Please contact support and provide more details.

 

Images

Support for Images

Support for images is available with versions 2015 and forward. Word Art (and images within version 2014) will be ignored on import. Images that are also hyperlinks (such as those generated by the Navis Clash Report) are not currently supported.  To import a Clash Report image, first remove he hyperlink associated with the image.

Word Art, Shapes, and SmarArt are not supported. Use the Insert>Picture or Insert>Symbol option as possible workarounds.

Cropped, Grouped, Flipped and Rotated Images

In order for images to work as expected they should not be cropped, grouped, rotated, or flipped as these functions will be ignored by Ideate Sticky.

Worksharing and Images

When an image is placed inside the Revit project, it is always placed on the active workset.  This means that when a Sticky with images is created OR updated, the workset of the image will be the active workset.  If a Sticky-related image is located on a workset that is wholly owned (checked out) then that Sticky cannot be updated, even though the rest of the Sticky is editable. In these instances you will receive a Revit error about the owner of that workset. The solution will be to have that user relinquish the workset. Then, with another workset active, you should be able to update the Sticky with the images.  Please see Errors and Warning Messages for Ideate Sticky for Revit concerning Worksharing.

Line Style Support

Excel has (14) hard-wired line styles, two of which have no reasonable match with Revit:  Double, Slanted Dash Dot.  Refer to Mapping Excel Line Styles in Ideate Sticky for Revit for more information.

Text Formatting and Font Scaling

Font Scaling

The size of the font mapping within Ideate Sticky is typically managed as described in the topic Mapping Excel Line Styles in Ideate Sticky for Revit. These rules can be negatively impacted by a change to your screen resolution size within a session of your computer usage. Examples can include docking a laptop into a large screen monitor or connecting to a projector. Such changes may skew the logic used to determine the proper font size. In these situations the best practice would be to log out and then back into your computer to ensure the proper font scaling.

Cell Patterns

The Revit Schedule tool does not support patterns and as such will be ignored. Consider using color fills instead.

Conditional Formatting

Conditional formatting is currently not supported. Color fills, text overrides, etc., that are a result of conditional formatting will be ignored. The underlying cell formatting, which can be seen when you place your cursor within the cell, will be utilized instead. Related topic: Work with Excel Pivot Tables in Ideate Sticky for Revit.

Font Effects

Font effects such as strikethrough, subscript, and superscript are not support by Revit's Schedule Header and therefore will be ignored.

Font Overrides

Font overrides are changes made in Excel to the contents of the cell (wholly or partially) as opposed to the cell level font settings. Examples of this include partial red or bold text. This kind of formatting is not supported by the Revit Schedule Header and therefore will be ignored.

Special Text Characters

Not all special text characters are supported. Special characters vary with each font used. Refer to Using Special Characters for Revit with Ideate Sticky for detailed information.

Line Spacing

Ideate Sticky strives for the greatest visual fidelity between the Excel Spreadsheet and the Revit Schedule as placed on a sheet.   However as a condition of the way that Revit renders or displays the text, the line spacing between the top and bottom of the cell in Revit may vary slightly as a function of the font type, font size, and the length of the text within each cell.

Page Setup

Page Breaks or 'Splitting'

The Revit Application Programming Interface (API) does not support splitting a schedule header element, therefore, to break a Sticky into more than one page you will need to separate the information within Excel. Refer to Manage the Size of Sticky with Ideate Sticky for Revit for more information.

The use of Excel named regions is limited to a single array and is not supported by multiple ranges defined within a single name.

 

Headers and Footers

Header and Footer text and formatting within the Excel file will be ignored.

Revit Issues

Revit 2014

Ideate Sticky is incompatible with the original shipping version of Revit 2014 but will work when Revit Update Release 2 (or later) is applied.

 

Sticky Schedules Do Not Show With ‘Show Title’ Unchecked

Ideate Sticky schedules are native Revit elements, but we use the schedule title to display the Excel information. For any Sticky schedules that are not displaying properly, check the schedule properties. In the appearance tab, the "Show Title" should be turned on. In many cases, an applied schedule view template has unchecked these properties.

Note: The “Blank row before data” checkbox adds or removes one empty row between the column title and data rows.

Schedule properties tab in Ideate Sticky for Revit

 

 Excel Issues

In certain rare cases Ideate Sticky may not able to read the contents of an Excel sheet. The resulting error is similar to this one:

Unable to Open Excel file warning in Ideate Sticky for Revit

 

This error tends to be caused by unexpected conditions inside the Excel file, i.e.:

The best way to move forward in this situation is to use the native Excel tool to inspect and clean the file (File -> Info -> Check for Issues).
If you are still having trouble afterwards, feel free to contact Ideate Support for more help.

Note on ‘restricted’ Excel files:

While Excel allows for various ways of protecting your file or its parts, Ideate Sticky will let you create a sticky in Revit as long as there is at least a read-only access to this file. If your ability to execute formulas and macros is limited as well (i.e. by the automated ‘protection’ enabled for files downloaded from the internet), this could produce unexpected results in the displayed sticky if these macros or formulas are used to calculate the values to be displayed.

At this time the only known feature prevent the sticky to be created at all is the ‘Encrypt the file’ option. This option requires the user to enter a password to open the Excel file.

 

The following ‘protection’ options have also been tested and confirmed to work:

 

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