Join Paul F. Aubin for an in-depth discussion in this video Modifying schedule views, part of Revit 2018: Essential Training for Architecture (Imperial).
- [Voiceover] There are many formatting options available to make a schedule more legible and to enhance its usefulness as an editing tool. In this movie, I'd like to take a look at several ways to manipulate the way the schedule is grouped, sorted, and displayed. I have both the level one furniture plan and the furniture schedule tiled on screen. I talked about how to open and tile these in the previous movie so if you're not sure how to do it you can look back at that movie and review it now. I've made a few modifications to the list of items in the schedule. In the type mark column I've filled in a type mark for all of the elements in the schedule.
I've also included the count column and it will become evident why I have that column in a few moments. So let's start by looking at the type mark and you'll notice everything is sort of in a random order. The actual order that Revit puts the schedule in is just simply the order that the elements were created in. So I think I'd like to change the way the schedule is sorting. So click on the schedule view to make it the active view and if you look over here in the Properties pallet you will see that several buttons appear over here that are tied to the various tabs in the schedule properties dialogue.
So this one in the middle here, edit sorting and grouping. That's the one I want to click and that will take me to the Sorting/Grouping tab of the schedule. Let me just move it out of the way a little bit here and if I open up the list of Sort by choices it includes all of the fields that I've added to the schedule. So in this case, I think the most logical field to choose is the Type Mark. Now if I only do that and I click OK watch the sorting over here. You'll see that now resorts the list alphabetically based on the Type Mark designation.
So that's definitely an improvement but we can certainly do better. So let me click the Edit button next to Sorting/Grouping again and what else can we do here? Well we can also introduce a header. When you check the header box and click OK it will add a small header above each unique entry so B1 and B2, there's only one of each so that's not terribly interesting but the chairs here you can see that we have a header called C1 and then a list of all those chairs.
Now its still a little bit crowded so if I go back to Sorting/Grouping we can space it out a little bit and add a little but more breathing room if we introduce a blank line. Now when I click OK with that you're going to see that it just adds a little bit more space between each of the entries. So it's definitely improving but let's see what else we can do. Back in Sorting/Grouping, perhaps you want to know how many items you have. Well there's a grand total option right here and you have some options to customize that. I'll just accept the default.
Let's click OK. I'll scroll down. And it's telling me that my grand total is 26. So let's verify that, make sure that Revit is giving us the correct number. So I'm going to click in the floor plan, do a crossing window through all of the elements, and go to my Filter button. Now one of the features of the filter button is it gives you a quantity of each category you have selected. So when I look over here at the furniture category hold on, it's telling me I only have 16 so what's going on here? Well Revit's throwing us a little bit of a curve ball here.
When you look at this table and chairs and this table and chairs, both of those are a single family that contains all of the other elements. So at the moment, it's counting only the parent-family in the filter dialogue but the schedule is actually reading into the family and seeing the six chairs. So really this is one table and six chairs for seven items. This is one table and four chairs for five items. And if you look at the furniture tags you can see that the tags are correctly seeing each entry as well and it's reporting 26.
So even though it looked a little suspicious there we can in fact verify that the quantity is indeed correct. Let me go ahead and deselect all of the elements. Now as you investigate this a little further you're saying do I really need to see four separate entries that are exactly the same? And you may decide that you don't want to actually display it that way. So another thing we can do is click back on the schedule, scroll back down over here and back to Sorting/Grouping. If I uncheck Itemize every instance and click OK now it collapses all of the multiples down into single-line item entries and notice that next to Breuer chair for example I have a quantity of 10 now.
And when I click to select it it actually highlights all 10 elements. Here I've got two Corbu chairs and a little bit further down I have four nightstands. So a single-line item now represents multiple elements so the only thing to be aware of there is if you make any edits in the model with that selection you're actually selecting and editing four elements at the same time which may or may not be what you want so just be careful. Okay, so now I can definitely see that there is some redundancy over here in this first column.
I have two options for how to deal with that. So one option is to go back to Sorting/Grouping and simply turn off the header. If I do and I click OK I'll now get the type mark listed at the start of each line item and a single entry in the count is what I'll rely on for the grouping. If I like having the header because it offsets things a little bit graphically, then I can go back to Sorting/Grouping, turn the header back on again, and then I'll go to Formatting and I'll select the Type Mark and hide it.
Now it's really important that you don't go to Fields and remove it. If you remove that parameter it can no longer be sorted on. So if you want it to appear in this list, it has to be on the Fields list. So hiding it is the next best thing and now you'll see that it removes that redundant column and only displays the header. It just makes this a simpler list. Now there's also some graphical formatting that we can do in the schedule. So if I click and drag through all of the headers here, up here on the Appearance tab I have a Font button.
And with that Font button I could make those headers bold for example. I can click on one of the column headers here and that will select the entire column. Now the Count column is numerical so it might be nice to align that to the right instead of to the left. Now that aligned the whole column to the right so I'll click Just in the count header next and align that back to center. So those are some of the formatting options that you can start to look at to customize the way this schedule displays.
So there's plenty more formatting options and behaviors that you can do but the goal is to look at opportunities to simplify what's being presented in the schedule so that the information comes through. Again, the goal of the schedule is really it's our window into the information part of our bin. And so if we make that schedule as legible as possible and sort it and group it in logical ways so that we can understand the information we're seeing, then it becomes a much more useful tool.
And once you get that information out of the model then you can make better design decisions based on that valid information.
First, get comfortable with the Revit environment, and learn to set up a project and add the grids, levels, and dimensions that will anchor your design. Then author Paul F. Aubin helps you dive into modeling: adding walls, doors, and windows; using joins and constraints; creating and mirroring groups; linking to external assets and DWG files; and modeling floors, roofs, and ceilings.
Paul also shows advanced techniques for modeling stairs and complex walls, adding rooms, and creating schedules. Finally, discover how to annotate your drawings so all the components are clearly understood, and learn how to output sheets to DWF, PDF, or AutoCAD.
- Understanding BIM and the Revit element hierarchy
- Navigating views
- Creating a new project from a template
- Adding walls, doors, and windows
- Adding plumbing fixtures and other components
- Linking AutoCAD DWG files
- Rotating and aligning Revit links
- Working with footprint and extrusion roofs
- Adding openings
- Adding railings and extensions to stairs
- Creating stacked and curtain walls
- Hiding and isolating objects
- Adding rooms
- Creating schedule views and tags
- Adding text and dimensions
- Creating new families
- Using reference planes, parameters, and constraints
- Plotting and creating a PDF