Markup List Summary

Ty Keith · 2024-07-11T20:42:41+00:00

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Once I am done performing a takeoff (electrical construction estimate) I export the information so material quantities can be input to our estimating database.

How do I set up the Bb Markup List, Summary, so it exports to csv as… grouped by Subject and totaled by Label?

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Accepted answers

Shanoc Halliday

I like what you are trying to do, and I hope I am proved wrong, but I can't see how that can be done.
I have looked at one of my files and couldn't get the result that you are looking for.
Have a look at this image below. I can group, but not provide sub totals for grouped markups, only a grand total for all markups.

BUT!!!
What I can say is that Excel has been built for exactly what you want, and what it needs is 'clean data' which is what you can easily and consistently generate out of Bluebeam. What I have built for myself and shown clients is to create an Excel file with x-lookups that search for (in your case) if Subject = abc and Label = xyz then provide the result of column ###.
There is another Bluebeam champion on this Community page that would say to learn Excel's Power Query, an amazing tool that smashes out quotes from Bluebeam exported data.

As I said, I hope someone else knows of an answer.

Good luck.

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Shanoc Halliday

As I said, I hope someone else knows of an answer.

Good luck.

vfrench

As Shannoc commented, I would suggest just exporting to a csv file then let Excel do the work for you. However, in a case like this, I think a few simple formulas is enough and there really isn't any need to use Power Query. You could also use Tables and Pivot Tables but I'm not sure how easily the results could be input into your database.

Ty Keith

Thank you. Please let me know if you are willing to do a video call to go through a Bb "clean data" export to a Excel file with pertinent formulas. A demonstration would be much appreciated.

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