NexauraRevit add-in suite

Intermediate · 5 min read

Report or template: choosing a mode

When to use Mode A, when to use Mode B, and how to import changes back.

  1. 1

    Pick a schedule

    Nexaura tab → Excel panel → Schedule to Excel. The window opens as Schedule Data Engine. The left list shows every schedule with its kind (Standard, Key Schedule, Material Takeoff, Sheet List, View List, Revision Schedule, Note Block). Tick one or more and click Analyze.

  2. 2

    Read the field classification

    Each field is classed as ✓ Editable (maps to one real parameter), 🔒 Read Only (calculated, e.g. Count) or ⚠ Report Only (combined, e.g. Family and Type). The Schedule Information panel shows fields, data rows, grouping and sorting.

  3. 3

    Mode A — Formatted Report

    Choose this for anything you will print, send or archive. The workbook reproduces the schedule as Revit renders it: header, grouping, sorting, totals and merged cells, one sheet per schedule. It is report-only.

  4. 4

    Mode B — Editable / Importable Template

    Choose this to change values in bulk. You get one workbook per schedule with the same colour coding as Excel Sync, and only ✓ Editable fields become columns. Elements come from the schedule itself, never from the whole category.

  5. 5

    Export, then import if you used Mode B

    Click Export Excel. For Mode B, edit the workbook and bring it back through Import Excel in the toolbar, which is the same validated import as Excel Sync.

Good to know

  • Key Schedules and other schedules without model elements cannot be exported in Mode B; they are skipped and listed.
  • Sheet names are cleaned and made unique within Excel’s 31-character limit, e.g. “Structural Framing (1)”.