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Generating Excel reports

It can be practical to have the data of a BriefBuilder model available in an Excel format. This article will explain how you can export data from BriefBuilder to Excel.

There are three kinds of Excel exports in BriefBuilder:

  1. Excel exports of trees
  2. Excel exports of the main tables (verification, analysis, …)
  3. An Excel export of the entire model

A brief explanation of each will be provided below.

BriefBuilder also offers users the possibility to import data using Excel. That topic is covered in dedicated articles which you can find here.

Excel export – trees

For each tree in BriefBuilder (spaces & locations, systems& elements, etc), you can find a small Excel icon in the top menu (see screenshot below) that you can use to export the objects of that tree to Excel.

Click the download as Excel file icon at the top of the tree.

When making this export, you have two options for the data that should be included:

  • Object list
  • Object list + requirements
Choose either of the two variants and click on Export.

The Object list option will provide you with the tree objects plus their main identification data. It includes:

The Object list + requirements option includes the same information as above, plus all the requirements per object. It includes:

Please note: the ‘object list + requirements’ export has a structure that is similar to the import template. This means that this export is very useful when you want to make changes to your requirements in Excel and then import those changes back into BriefBuilder.

Good to know: When you pick the option to export as Object list + requirements, you will also have the option to include Analysis and a File archive .

Select to include Analysis and / or a File archive.

Excel export – main tables

The main tables in BriefBuilder (i.e. cross tables, verification table, analysis table, Risk & Action tables, RFC table, IFC comparison) can also be exported as Excel files. You can do this by clicking the Excel export icon , positioned at the top of the page, next to the table’s name.

Click the download as Excel file icon at the top of a tabular overview to export it.

Clicking it will instantly trigger the download. The downloaded Excel file will be placed in your downloads folder.

Please note: depending on the size of the file that needs to be generated, it may take some time for the download to start.

Excel report – full report

If you want a full export of the project model, you have to navigate to the ‘model tile’ on the project overview page.

On the model tile, there is an export button () at the bottom. See screenshot below.

Click on the export button and select Excel.

When you click on that export button, you will get to see a pop-up window asking you what format you want your export to be in:

  • JSON
  • XML
  • Excel

In this case, you have to choose Excel.

Select Excel from the dropdown list and choose extra options to include them. Press Export when done.

You are also able to determine what kind of data you want to export from your project model. You can choose to include or exclude IFC data, analysis data and verification data. There is also the option to download all uploaded files separately in a ZIP-file.

Please note: this export will not be readable to the average person. It is a true database export, not a table overview.

Good to know: since this is a complete data export of the project and it can take a while to generate. It will be processed as a background task and the progress can be monitored in the background tasks menu at the top right of the page. See screenshot below.

Monitor progress in the background tasks overview.

Note that you can use the same feature to export the entire model also in XML and JSON format. For more info click here.

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