New tool simple xls ex+import #2873

Wurschdhaud · 2025-10-18T17:37:06Z

Description

I'm proposing a very basic excel ex- and import tool, for users that not need the full functionality of advanced tools like diroots.

Features:

can be configured to export complete document elements, instances in current view or schedules
allows selection of element types/families/... to export for document and instances
allows selection of parameters to export for document and instances
parametervalues missing or readonly are locked and colored in the export to avoid accidental modification
measurables can be exported and imported as projectunits, internalunits or valuestrings
after modification inside excel the import excel tool allows feeding the file back into the project

no pretty interface, sticking to library commands and forms for user input.

Checklist

Before submitting your pull request, ensure the following requirements are met:

Code follows the PEP 8 style guide.
Code has been formatted with Black using the command:
```
pipenv run black {source_file_or_directory}
```
Changes are tested and verified to work as expected.

Related Issues

If applicable, link the issues resolved by this pull request:

Resolves #[issue number]

Additional Notes

Include any additional context, screenshots, or considerations for reviewers.

Thank you for contributing to pyRevit! 🎉

…-simple-xls-ex+import

…le filtering for protected sheet

devloai · 2025-10-18T17:37:09Z

Unable to perform a code review. You have run out of credits 😔
Please upgrade your plan or buy additional credits from the subscription page.

...extension/pyRevit.tab/Modify.panel/edit3.stack/Edit.pulldown/XLS Export.pushbutton/script.py

tay0thman · 2025-10-20T18:00:00Z

This is can be a great addition to the toolkit.
I'll review it this evening (Pacific time)

tay0thman · 2025-10-20T23:53:30Z

@Wurschdhaud
was the intent of this tool being to only import / export type parameters? I think adding an option to import / export instance params as well as type parameters will be essential for this script to function.

I really like this addition to pyrevit, it makes parameter manipulation open and accessible to everyone without buying the expensive BIMlink

Before getting into clean coding, I downloaded the scripts and I am going to play with them for the next 2 days so I will provide you with some feedback.

Wurschdhaud · 2025-10-21T05:45:12Z

No, i needed only the instance paramaters, but thought it might be nice to have type parameters as well.
I'll have to check if I've commited the wrong code, because I'm 100% certain it worked like that before.

Use I imagined:

normal user: schedule in revit predefined to ex-/import
quick and dirty: current view/selection export
poweruser: all that's in the project

since i thought these usecases are quite fixed, i put them in a config, but it might be good to move them to a commandswitch or sth

el.Symbol.get_Parameter(DB.BuiltInParameter.SYMBOL_NAME_PARAM).AsString() instead of el.Symbol.Name (only for setting?)

tay0thman · 2025-10-21T17:02:52Z

No, i needed only the instance paramaters, but thought it might be nice to have type parameters as well. I'll have to check if I've commited the wrong code, because I'm 100% certain it worked like that before.

Use I imagined:

normal user: schedule in revit predefined to ex-/import

quick and dirty: current view/selection export

poweruser: all that's in the project

since i thought these usecases are quite fixed, i put them in a config, but it might be good to move them to a commandswitch or sth

I think it works now, It just need more UI clarity, since I need to figure it out which ones are type parameters and which ones are the instance ones.

I'd recommend giving the option to "Export Type Parameters", "Expost Instance Parameters" , "Export All" also, I appreciate if you can color code the headers for the users to distinguish between the types of these params (like Cyan indicates instance, Magenta indicates type)

tay0thman · 2025-10-21T17:14:39Z

If no selection is being made, I'd prefer to terminate the script, if there is an expected error, I'd prefer to use forms.Alert().

all other exceptions can be logged.

- exit without error when aborting

Wurschdhaud · 2025-10-21T17:46:02Z

Thanks for your input! I like the idea with colorcoding, I'll have to look into the item_template syntax of selectfromlist.

As for exporting: I'm now thinking of a config for two options:
Basic (default) - open the schedule to export menu
Advanced - give options like you mentioned: all elements, in view elements, selected elements, only instances, only types

- changed export scope default: now schedule - config mode shift-click will launch advanced, which has different export options

Wurschdhaud · 2025-10-22T06:09:12Z

@tay0thman
I added your suggestion for the options. When using shift-click, the pick-and-export process starts, otherwise it'll just be an schedule export. Could give it another try? Then I`ll remove the draft status of the PR

tay0thman · 2025-10-23T10:02:23Z

@Wurschdhaud this is awesome, I'll clone the repo in few hours and I will let you my thoughts.

Thank you for staying on top of the review.

jmcouffin · 2025-10-29T09:53:39Z

@Wurschdhaud @tay0thman ready for review?

Wurschdhaud · 2025-10-29T10:06:59Z

Fine from myside, just want a second pair of eyes to have a look

- Added version compatibility checks for parameter data types in both XLS Export and Import scripts. - Improved handling of Yes/No parameters during data export and import processes. - Updated docstrings for clarity on function purposes and return values. - Refined regex pattern for unit postfix matching in the export script.

jmcouffin · 2025-11-03T12:25:21Z

@Wurschdhaud
Gave it a ride and did a few changes. I had to refrain from going all in and use https://github.com/bimone/addins-excelexporterimporter as a base.
If you are happy with it, I am too, and I will merge
Anything to add @tay0thman ?

tay0thman · 2025-11-03T18:20:08Z

@jmcouffin I like the way it is headed. I have no further concerns with it, We should be good to merge.

I will ask some of my peers, to test it out and we may issue a further PR if there is a bug or a usability issue.

Thank you @Wurschdhaud

github-actions · 2025-11-03T19:47:34Z

📦 New work-in-progress (wip) builds are available for 5.2.0.25307+1935-wip

github-actions · 2025-11-03T20:24:08Z

📦 New work-in-progress (wip) builds are available for 5.2.0.25307+2011-wip

github-actions · 2025-11-03T20:59:35Z

📦 New work-in-progress (wip) builds are available for 5.2.0.25307+2045-wip

github-actions · 2025-11-03T22:49:53Z

📦 New work-in-progress (wip) builds are available for 5.3.0.25307+2237-wip

github-actions · 2025-11-04T07:34:32Z

📦 New work-in-progress (wip) builds are available for 5.3.0.25308+0721-wip

github-actions · 2025-11-04T07:57:40Z

📦 New public release are available for 5.3.0.25307+2146

Wurschdhaud added 9 commits September 6, 2025 22:18

initial

b218bcd

config for export scope, nested; compat

096ceed

export/import in project units without unit symbol

d94ade4

export all elements, option to pick schedule instead

18099ef

make use of lib functions, cleanup

9a5e295

Merge commit '37016a4b0a755086547f7fa8ab930a9d17658c1b' into new-tool…

c70738c

…-simple-xls-ex+import

make use of latestet formatting options for parameter selection, enab…

30f97cf

…le filtering for protected sheet

mistakenly commited code, removed.

e01f352

changed defaultconfig and bundle

795ec7d

jmcouffin assigned tay0thman Oct 20, 2025

tay0thman reviewed Oct 20, 2025

View reviewed changes

...extension/pyRevit.tab/Modify.panel/edit3.stack/Edit.pulldown/XLS Export.pushbutton/script.py Show resolved Hide resolved

Wurschdhaud and others added 2 commits October 21, 2025 08:27

fixed extraction of family name: has to be accessed via

63a9f5e

el.Symbol.get_Parameter(DB.BuiltInParameter.SYMBOL_NAME_PARAM).AsString() instead of el.Symbol.Name (only for setting?)

Merge branch 'develop' into new-tool-simple-xls-ex+import

c111b65

Wurschdhaud marked this pull request as draft October 21, 2025 17:20

- distinguish type and instance

a36c490

- exit without error when aborting

Wurschdhaud added 2 commits October 21, 2025 22:40

xaml ui for element selection, similar to parameterselection, added

8b6ec6a

- removed config for exportunit type, just stick to projectunits

afb8d03

- changed export scope default: now schedule - config mode shift-click will launch advanced, which has different export options

Merge branch 'develop' into new-tool-simple-xls-ex+import

5177b4f

jmcouffin marked this pull request as ready for review October 29, 2025 10:28

jmcouffin added 3 commits November 3, 2025 12:48

Update icons for XLS Export and Import pushbuttons in Modify panel

ada204e

Merge branch 'develop' into new-tool-simple-xls-ex+import

a4de879

jmcouffin added the Tools Issues related to pyRevit commands [subsystem] label Nov 3, 2025

Merge branch 'develop' into new-tool-simple-xls-ex+import

39f2b46

jmcouffin merged commit de74272 into pyrevitlabs:develop Nov 3, 2025

Wurschdhaud deleted the new-tool-simple-xls-ex+import branch November 3, 2025 18:55

Uh oh!

New tool simple xls ex+import #2873

New tool simple xls ex+import #2873

Uh oh!

Conversation

Wurschdhaud commented Oct 18, 2025

Description

Checklist

Related Issues

Additional Notes

Uh oh!

devloai bot commented Oct 18, 2025

Uh oh!

Uh oh!

tay0thman commented Oct 20, 2025

Uh oh!

tay0thman commented Oct 20, 2025 • edited Loading Uh oh! There was an error while loading. Please reload this page.

Uh oh!

Uh oh!

Wurschdhaud commented Oct 21, 2025 • edited Loading Uh oh! There was an error while loading. Please reload this page.

Uh oh!

Uh oh!

tay0thman commented Oct 21, 2025 • edited Loading Uh oh! There was an error while loading. Please reload this page.

Uh oh!

Uh oh!

tay0thman commented Oct 21, 2025

Uh oh!

Wurschdhaud commented Oct 21, 2025

Uh oh!

Wurschdhaud commented Oct 22, 2025

Uh oh!

tay0thman commented Oct 23, 2025

Uh oh!

jmcouffin commented Oct 29, 2025

Uh oh!

Wurschdhaud commented Oct 29, 2025

Uh oh!

jmcouffin commented Nov 3, 2025

Uh oh!

tay0thman commented Nov 3, 2025

Uh oh!

github-actions bot commented Nov 3, 2025

Uh oh!

github-actions bot commented Nov 3, 2025

Uh oh!

github-actions bot commented Nov 3, 2025

Uh oh!

github-actions bot commented Nov 3, 2025

Uh oh!

github-actions bot commented Nov 4, 2025

Uh oh!

github-actions bot commented Nov 4, 2025

Uh oh!

Reviewers

Assignees

Labels

Projects

Milestone

Development

Uh oh!

3 participants

tay0thman commented Oct 20, 2025 •

edited

Loading

Wurschdhaud commented Oct 21, 2025 •

edited

Loading

tay0thman commented Oct 21, 2025 •

edited

Loading