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Re: Excel Spreadsheet Integration
Your very best bet, as @Isaac.Harned said is to export your markups as a .csv file then to let Excel do its magic.
My main issue with Quantity Link is that it only brings in measurements, not any additional data you may want that you have in custom columns. It can also be a pain to set up if you use Spaces because you can't simply create a template.
Once its in a csv file, my go to at that point is Power Query. Its already in Excel under the Data tab, so there's nothing new to buy. There is a learning curve though.
I would suggest starting with someone like (all on YouTube) Leila Gharani at XelPlus or Mike Girvin at ExeclIsFun or Mynda Tracey at MyOnlineTraing Hub. These three have excellent beginner level videos for Power Query.
If you're wanting to take an entire course, I would suggest Skillwave Training's Power Query Academy.
There are also several very good books on the subject. (M is for Data Monkey has been the starter book for most of the current MVP's if that tells you anything).
Power Query will change the way you look at and use Excel.
Re: Excel Spreadsheet Integration
I would also change your Text boxes to Count tools, after all that's what you're doing anyways. You can assign each one a specific Subject and a Label as well as various attributes.
You can also use Spaces to create an assembly. When you drop your tools inside the Space, Revu will automatically sort them within that Space. (I'll actually be demonstrating this in the next CANBug meeting, so sign up 😁)
Populating PDF form fields from Excel is something reserved for JavaScript. It's doable, you just have to know what you're doing. That one I'll leave with @Isaac.Harned as he's WAY better at JavaScript than I am.
Re: Have search results center on screen
I appreciate you posting about this issue. Definitely would streamline the search review process when there are multiple search results.
Re: Have search results center on screen
Good idea. Don't know why this wouldn't have been how it was designed to function to begin with ☺
RickO
Re: Have search results center on screen
Oh yes! I can’t stand having to squint just to find search results. We already have the option to “Zoom Fit Markups when selected" there should absolutely be a similar option for search results.
Re: Excel Spreadsheet Integration
You will probably want to go one of two routes. Either export your markups list as CSV and use Excel Visual Basic coding (AI LLM's are you're best frined) to clean the data to simple quantities, then use a lookup table to match and place, OR @Doug McLean has some more advanced workflows involving power query which can have a preset cleaning process. Both are somewhat similar, but it probably more depends on if you are just catching simple totals, or if you are getting an extensive amount of data from them.
You may also see the quantity link process, but this would take manually setting up the link to each cell every time you go to a new file. Typically I do not recommend this route, but who knows what improvements will be added over time to this.
Excel Spreadsheet Integration
I use Bluebeam to plan prefabrication builds for my company's pre-fab shop and I'm looking for ways to better integrate my Excel spreadsheets with my Bluebeam plans.
I plan assembly types by placing markups on a drawing (pre-formatted text boxes with the assembly label which I've save to a tool chest). I then use the Markup List to count the quantity of assemblies and manually enter those into a spreadsheet. 1) Is there a way to automate this manual data entry? I'd love if I can just import the quantities directly.
This spreadsheet is then formatted to automatically count the specific BOM I need for the entire pre-fab package build (eg, if Assembly type A needs (1) of widget 1, (2) of widget 2 and (1) of widget 3 and there are a total of (20) of Assembly type A, it will add up the total number of each widget needed, including across all assembly types). I then have to manually enter the total quantity of each widget and assembly type into form fields I've preformatted on a different Bluebeam PDF. 2) Is there a way to automatically populate form fields from cells on an Excel spreadsheet?
Emailing Using NEW Outlook
Does anyone else have issues with using web email to send your Quotes (Or anything else PDF) out using REVU? I am constantly having emails go out late, Not go at all. This is a mission critical thing for me when I wear the estimator hat. These Estimates need to go out NOW. So the workaround must be to go to the file path and send it from there instead of simply sending it through Bluebeam? I do NOT Like that at all. I dont want to go back to Classic Outlook. What is the fix for this? Help? Thank you!
Re: How else do you use Bluebeam? 💡
Dungeons and Dragons Maps! Can scale, apply grid, create player and ememy "markups". Can even apply custom columns for stats.



