About Excel Templates for Roombook

Learn the guidelines for creating and modifying Roombook Excel templates for Revit.

For each project standard and each evaluation type, Roombook offers predefined export forms.

• The forms are MS Excel template files (*.xlt).
• After the export process, the populated forms save as MS Excel workbooks (*.xls).
  Note: MS Excel must be installed on your computer for the export cannot be performed.

Customization

Important: If the template file is improperly edited or corrupted prior to the export process, the surface area evaluation to Excel will not be performed. Be sure to customize duplicate copies of the templates and not the original installed templates.

Important:

To customize the Excel template file, the following rules must be considered:

• You can only customize rows 1 - 5. Changes applied outside this range can corrupt the inner structure of the template.
• In rows 1 - 5 you can:
  • Add, change, and delete text.
  • Add graphics and logos.
• You can add headers and footers to the page layout.
• You can define different export templates for different projects.
• Do not add or delete columns.
• Do not add or delete rows.
• Do not add or delete sheets.
• The predefined Excel template files (*.xlt) can be copied, modified and saved with a new name. Make sure that you save the modified file with a unique name and do not overwrite the default. Save customized templates to the same directory as the base templates.
• Do not use special characters in file names.