Filtering a room data schedule by sheet

00:04

So whilst that schedule lists out all of the furniture individually

00:07

will create a room data schedule that will schedule

00:10

the rooms and the furniture within each room.

00:15

So to do this, we'll go to the view ribbon tab

00:18

and from the create panel,

00:20

we'll click these schedules,

00:21

drop down and then select these schedules and quantities

00:25

at the top. Here we search for the category room,

00:28

then we can select the room category

00:32

and now I'll change the name of the schedule to be room data schedule

00:38

and then we'll click ok to go to the schedule properties.

00:43

So from the list of available fields,

00:45

I'll choose the number and then add this to the scheduled fields

00:49

and then we'll choose the name parameter and add this into the fields.

00:52

And finally, we'll add the level to be on the scheduled fields as well.

00:58

Next, I'll swap to the sorting and grouping tab

01:02

and we first so by number

01:05

and then by name,

01:09

and we'll check to enable a header under the name field to create a group by room name.

01:14

And we'll also check the box here to add a blank line between those groups

01:20

to add the furniture in. We'll go to the embedded schedule tab here.

01:25

And first we'll check the box to enable an embedded schedule

01:29

and from the list of categories, we'll scroll down and choose furniture.

01:34

Now we'll click the button here to access the embedded scheduled properties.

01:40

You can see.

01:40

Now this is gonna give us another schedule within the room schedule here. So

01:45

from the available fields,

01:46

I first choose the count field and add this to the scheduled fields.

01:51

And I would choose the family

01:53

and add that one in.

01:55

And finally, we'll grab the type parameter and add that to the scheduled fields.

01:60

And I go to the sorting and grouping tab

02:03

and first we'll sort by family and then by type.

02:07

Now we'll go down to the bottom of the box here

02:09

and we'll uncheck the itemize every instance option,

02:13

which means that now we have them grouped by family and type and the count

02:18

will reflect the number of each family and type that are in the room.

02:22

So we'll click ok to save the embedded schedule properties

02:25

and then we'll click ok again, to finish creating that room data schedule,

02:30

we can see that it's created here.

02:31

So for us to see it a little bit easier, I'll hold down the control key

02:35

and roll the mouse wheel to zoom in.

02:38

Now, we can see the individual rooms.

02:40

So for example, we have office and it's number 306. And on the floor three,

02:46

we can see that we've got four chair task arms and four desks of 60 by 30 inch.

02:54

And as we keep scrolling down, we can see the different rooms. And

02:58

if I get down to here that we have the open work area,

03:01

which is on floor four and it's room number 404.

03:04

We can see that that has seven cabinets, 12 chairs,

03:08

three credenzas and 12 desks in there.

03:11

So we can see we've got this room data schedule now where we

03:14

can see each room and then the furniture that's located in that room.

03:20

So looking across other project browser

03:22

under the sheets group in here,

03:24

we can see that we have a sheet, a 101 meeting rooms.

03:28

I'll double click to open this up.

03:31

I'm looking at the sheet here. We can see we have a view placed on this

03:35

and it displays just two of the meeting rooms and also

03:38

one of the open work areas on the fourth floor.

03:41

It would be good to place the room data schedule

03:44

onto this sheet showing the equipment that is in those rooms.

03:48

So to do this, I'll go back to the project browser

03:51

and we'll expand out the schedules and quantities group

03:55

and here we can see our room data schedule.

03:57

So with it selected,

03:59

we'll track it out into the view

04:05

and we can see it's gonna be a very long schedule

04:08

at the moment. So I'll zoom out

04:10

and we want to place it so that the top of the schedule

04:13

is somewhere near the top of the view

04:18

and zooming in, we can see that we have the entire schedule.

04:21

So we have all of the rooms throughout the entire building.

04:24

And as I said before, really,

04:25

we just like the rooms that are visible on the sheet here.

04:30

So to do this, we need to filter this room data schedule.

04:35

So

04:36

I'll go to the project browser

04:38

and I'll click on the room data schedule here so that it's selected.

04:43

And then looking at the properties palette,

04:46

we can see that these are now the properties of the room data schedule.

04:50

So we'll click the edit button next to the filter parameter here.

04:55

And now we can see we're in the schedule properties on the filter tab

04:59

and at the bottom, we can see we have a check box here which is filter by sheet.

05:03

So we'll check this.

05:04

And with this checked,

05:05

it means the schedule would display only the objects that are

05:08

visible on the sheet that the schedule is placed onto.

05:13

So we'll click. Ok. Now

05:15

straight away, we can see that that schedule is reduced in size.

05:18

And looking here, we can see just the meeting rooms on the fourth floor

05:21

and the open work area that's visible on the sheet.

05:25

As a result of using the filter by sheet option,

05:28

we could place this schedule on multiple sheets

05:32

and it would only display the information

05:34

that is visible on each individual sheet.

05:36

And therefore,

05:37

save us having to create lots of separate schedules for use on separate sheets.