New Schedule

With the command "New Schedule " you create your own schedules in Tables. You have access to all – yes, really all the parameters that we find in the Revit data model. In addition, Tables also offers you its own parameters, such as the top edge of a part or the door impact direction, which is not available as a parameter in Revit. These parameters we determined from The Revit geometry are called “Feature" parameters in Tables, more of them.

You can create your own Schedule in Tables, just like in Revit. Select any cell, here your table is inserted. After you have clicked the command "New Parts List"a selection dialog opens, in which you can select the desired category or several categories.

Advice, and most important, unlike Revit's own schedules, tables strictly distinguish by copy- or type - lists!Specimen-You create Schedule via den "New schedule" command; Type Schedules via "Special Lists" -> "Types (per category)"

Figure 2 Workflow Create your own copy - Part list

Figure 3 You can find filter linen in almost all tables -dialogs

Tip: Pay attention to the filter cell for all dialogs in tables, with which you can operate quickly!

Selecting the favored fields or parameters:

In the characteristic window of the Field stab, you have access to all parameters – and more ,that we can find from the Revit database. You can use filters to select your favored parameters. By double-clicking from the favored parameters or clicking on the plus symbol, you can compile the parameters for your schedule.

Workflow Create your own instance - Schedule:

1. Select the cell that your schedule should start with (the selected cell will define the insertion position above, left cornern of your tables – xlsx Table)

2. Click the "New Schedule" command ("Revit" Ribbon, Panel "Schedule")

3. Select your schedule category(s)

4. Choose your parameters and fields

5. Complete your list with filters, groupings or format styles, freely according to your wishes with the respective characters in the tab editing dialog
6. Done!

Just so easy in making the other own lists as well, including the type lists that you can create the

"Special Lists" command in the same panel

Fields tab

Here you will find all the parameters that we can find in the Revit database – and more.

Figure 4 Overview and Workflow Tab "Fields" Workflow Tab Fields (Parameters):

1. To make it easier for you to do all the parameters, we've built a global filter. For example, a distinction is made between element parameters, type parameters or host parameters and feature parameters. Sounds complicated? you'll notice right away that it's not.

2. By double-clicking on one of the available fields of the selection on the left - or with the plus button, you can make your selection of parameters, just like with the schedules in Revit. With the minus button you can remove the selected fields of your selection.

3. You can easily change the order of your selection in the column on the right with the controls.

4. Confirm the dialog with Ok and your list will be created with the favored selection of fields.

Figure 5 The Group Filter gives you a better overview

Tip: Use our built-in filters to get to the favored parameters quickly.

"Filters" tab

Here you can filter your Revit data in advance before it is displayed in the xlsx list.

Figure 6 Overview and Workflow Tab "Filters" Workflow Registerkarte „Filter“:

1. With the small controls at the bottom left of the tab, you can add new filters, delete existing filters, or change their order. The small plus adds new filters. You can use as many filters as you want.

2. A new filter rule can be inserted, which you can edit from left to right.

3. Confirm the dialog with Ok and your xlsx list is created with the favored selection of fields and the filters you set.

Tip: You can also filter your data directly in the table using the built-in filter options. To do this, select the "Show Filter" command in the "Data" ribbon in the

panel, as you are used to from your previous favorite spreadsheet. However, if you filter from the tab, only the filtered data will be listed in your xlsx list.

"Sorting / Grouping" tab

Figure 7 Overview and Workflow Tab "Sorting / Grouping

Workflow tab Sorting / grouping

1. Controls

2. Edit the rule for sorting / grouping from left to right

3. Confirm the dialog with Ok and your xlsx list is created with the favored selection of fields and the sorting/grouping you set.

Formatting tab

Figure 8 Overview and Workflow Formatting tab

In the "Formatting" tab, you can also edit the following settings for each selected parameter:

• The first column "Field" shows you the respective parameter you want to edit, which is only readable.

• Column Heading: Here you can sign the column headings of your Tables xlsx table with a name of your choice. Tables uses the parameter names also for the Column headings by default.

• Included in table: Here you select any parameter, no matter the selected parameter really be present in your Tables - xlsx. Filtering and Sortingren/Group works even if you do not want the parameter to be preserved as a column in the table.

• Hide Column: This check mark allows you to hide existing parameters in advance in your Tables - xlsx table. This is suitable, for example, for auxiliary columns, which you need to calculate, but you don't want it to be visible directly. However, the column is Tables- xlsx Table available, but just be hidden. Of course, you can also show and hide the individual columns directly in the Tables interface, click on the column header with the right Mandselect "On-" or " Hide".

• Calculation type: Here you can set, if you want your parameter values to be displayed in the footers. For example, you can sum up numerical values. Tables is used for Partial sums as well.

"Representation" tab

The settings you can make here are to change the look of your tables - xlsx table. With the preset cell format styles, you can preformat the individual areas of your Tables-xlsx. The styles refer to all columns in each area.

Figure 9 Overview and Workflow Presentation tab

Tables is based on Revit schedules for the table areas:

• Header: This is the area with the column headings

• Foot parts: The "total" on the bottom -a cell of the table; this is used, for example, to display the total sum. The footer is generated, if in the "Sort / Grouping" tab, the Checkbox "Total" is activated

• Group header: If in the tab "Sort / Group" groups with the activated header are indicated, a group header will be displayed

• The group footer works similarly to the group header. In the group footers can also perform calculations such as Partial sums, if the Calculation type in the Formatting has been selected accordingly.

• Blank line: Switching between individual groups

• Straight and odd row of data: the individual Revit elements are listed here. You can format both the Straight and the odd row of data individually

Figure 10 Tables Formatting Areas

Workflow Tab "Representation"

1. Activate format styles

2. Choose the table style styles you want for each area of your tables xlsx list

3. Confirm the dialog with Ok and your list will be created with the favored selection of fields with the format styles you preset.

Advice: You can also format the individual areas of your Tables xlsx list directly in

Tables; or even the column-wise, then you are more flexible. The columns - wise formatting saves tables for you, so it ensures that your table always looks the same – no matter what data is read by Revit.

Figure 11 Column-wise formatting as an example of the Header area

Chart tab

At Planworks, we love data and believe that the correct management and presentation of this information (the "I" in BIM!) can generate more value. That's why each list, which is generated via Tables, has been already integrated the diagram - you just have to switch to activate it and BIM data can become more transparent, great, isn’t it?

Figure 12 Overview and Workflow Chart Tab

Workflow tab "Chart"

1. Activate the checkmark "Show diagram", so the three simple characters of a built-in table chart are editable.

2. Select your favored diagram type and data source. There is the description parameter that describes your expression of your chart and the value parameter, which represents the expression value.

3. Confirm the dialog with Ok and you’ll see: next to your list, a simple but meaningful diagram is now displayed

"General" tabs

Last but not least the tab "General", which is actually the first card in the dialog. Here you can set general things, such as the name of your table as well as the data source, the setting of selection of elements or whether the linked files should be also considered. If you work with phases, you can also set a selection here. If you want your Tables list to include the items from linked Revit projects, just activate the "Include Linked Items" checkbox.

Figure 13 Overview and Workflow Tab "General"