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Create, upload, and manage data exchanges using the Revit Connector.
Type:
Tutorial
Length:
4 min.
Transcript
00:03
Data Exchange for Revit enables you to create, share, and bring in exchanged data to and from other Autodesk and non-Autodesk applications.
00:13
The Data Exchange—Revit Connector is available for download from the Autodesk App Store.
00:19
In addition to installing the connector, there are a couple of steps to prepare for creating a Data Exchange.
00:26
First, with a project already created and saved in Autodesk Docs, ensure that you have the necessary permissions.
00:34
To create a Data Exchange, you need to have at least create permissions with view, download, publish, uploads, or higher.
00:44
To load a Data Exchange, you need to have view and download permissions or higher.
00:50
Next, in Revit, prepare a 3D view with the specific subset of elements that you want to export to the Data Exchange.
00:58
Limit your view to show only the essential elements, and keep the total below 30,000 for optimal Data Exchange performance.
01:07
In this example, a set of predefined 3D views with a view template applied is being used to ensure consistent Data Exchange output.
01:16
Note that you do not need to save your Revit model in Autodesk Docs to create a Data Exchange,
01:22
although you do need to have access to a project in Docs to save the exchange.
01:27
Now, you are ready to create a Data Exchange from Revit.
01:31
On the ribbon, Collaborate tab, Share panel, select Data Exchange.
01:38
The Data Exchange dialog opens, where you can create or load Data Exchanges made by you or other team members.
01:46
To create a Data Exchange, click Create Data Exchange.
01:51
By default, the Data Exchange will inherit the name of the 3D view, but you can also rename it.
01:58
Then, click in the Save to field to select the project folder you want to use for your Data Exchange.
02:04
You can use the Switch Account > Project drop-down first, if needed.
02:09
Then, in the Project Files directory, navigate to and select the desired folder.
02:16
Click Select.
02:19
Expand the View drop-down to change the view if necessary.
02:23
Additionally, you can filter your view by expanding the Filter By drop-down.
02:29
If you select Category, use the new Category drop-down to select from all visible categories in the specified view.
02:37
You can also filter by Selection to export only the selected elements.
02:42
However, for the most consistent results, best practice is to create a dedicated view specifying all elements to be used for the Data Exchange.
02:52
Select Create Data Exchange to generate and upload the Data Exchange to your selected project and folder.
02:59
Once the Data Exchange finishes processing, it will be ready to use.
03:04
You can review its progress in Autodesk Docs.
03:08
To update a Data Exchange, back in Revit, in the Data Exchange dialog, click Update.
03:16
Again, it will take a moment for the Data Exchange to process.
03:21
When you update the Data Exchange, its version number will update incrementally.
03:27
You can also update the Data Exchange by clicking More and selecting Update.
03:32
To view your Data Exchange in Autodesk Docs, in this same drop-down, select View on Web.
03:39
Or, to share the Data Exchange, select Copy link to Exchange;
03:44
however, before you do this, return to Autodesk Docs to ensure that the Data Exchange has finished processing.
03:52
Once the exchange is processed, you can share the data with other stakeholders,
03:57
or you can use Power BI to extract data from the included elements.
04:02
Now you can use the Revit Connector to create, share, and manage Data Exchanges in Revit,
04:08
allowing for integration with both Autodesk and non-Autodesk applications.
Video transcript
00:03
Data Exchange for Revit enables you to create, share, and bring in exchanged data to and from other Autodesk and non-Autodesk applications.
00:13
The Data Exchange—Revit Connector is available for download from the Autodesk App Store.
00:19
In addition to installing the connector, there are a couple of steps to prepare for creating a Data Exchange.
00:26
First, with a project already created and saved in Autodesk Docs, ensure that you have the necessary permissions.
00:34
To create a Data Exchange, you need to have at least create permissions with view, download, publish, uploads, or higher.
00:44
To load a Data Exchange, you need to have view and download permissions or higher.
00:50
Next, in Revit, prepare a 3D view with the specific subset of elements that you want to export to the Data Exchange.
00:58
Limit your view to show only the essential elements, and keep the total below 30,000 for optimal Data Exchange performance.
01:07
In this example, a set of predefined 3D views with a view template applied is being used to ensure consistent Data Exchange output.
01:16
Note that you do not need to save your Revit model in Autodesk Docs to create a Data Exchange,
01:22
although you do need to have access to a project in Docs to save the exchange.
01:27
Now, you are ready to create a Data Exchange from Revit.
01:31
On the ribbon, Collaborate tab, Share panel, select Data Exchange.
01:38
The Data Exchange dialog opens, where you can create or load Data Exchanges made by you or other team members.
01:46
To create a Data Exchange, click Create Data Exchange.
01:51
By default, the Data Exchange will inherit the name of the 3D view, but you can also rename it.
01:58
Then, click in the Save to field to select the project folder you want to use for your Data Exchange.
02:04
You can use the Switch Account > Project drop-down first, if needed.
02:09
Then, in the Project Files directory, navigate to and select the desired folder.
02:16
Click Select.
02:19
Expand the View drop-down to change the view if necessary.
02:23
Additionally, you can filter your view by expanding the Filter By drop-down.
02:29
If you select Category, use the new Category drop-down to select from all visible categories in the specified view.
02:37
You can also filter by Selection to export only the selected elements.
02:42
However, for the most consistent results, best practice is to create a dedicated view specifying all elements to be used for the Data Exchange.
02:52
Select Create Data Exchange to generate and upload the Data Exchange to your selected project and folder.
02:59
Once the Data Exchange finishes processing, it will be ready to use.
03:04
You can review its progress in Autodesk Docs.
03:08
To update a Data Exchange, back in Revit, in the Data Exchange dialog, click Update.
03:16
Again, it will take a moment for the Data Exchange to process.
03:21
When you update the Data Exchange, its version number will update incrementally.
03:27
You can also update the Data Exchange by clicking More and selecting Update.
03:32
To view your Data Exchange in Autodesk Docs, in this same drop-down, select View on Web.
03:39
Or, to share the Data Exchange, select Copy link to Exchange;
03:44
however, before you do this, return to Autodesk Docs to ensure that the Data Exchange has finished processing.
03:52
Once the exchange is processed, you can share the data with other stakeholders,
03:57
or you can use Power BI to extract data from the included elements.
04:02
Now you can use the Revit Connector to create, share, and manage Data Exchanges in Revit,
04:08
allowing for integration with both Autodesk and non-Autodesk applications.
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