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Filter schedule by elements visible on same sheet

Filter schedule by elements visible on same sheet

It would be great to be able to set a schedule so that when placed on a sheet it was filtered to only show elements visible on the sheet, similar to the way a color fill legend can automatically filter itself to the view it's placed on.

 

This would be of great use for schedules of room/space data, equipment data etc. etc.

 

It would need to be a dynamic filter so that the same schedule could be placed onto multiple sheets, with each showing different elements.

 

65 Comments
RobSawall
Participant

I dont see this on the roadmap yet.  Is this still in the works?

kimberly.fuhrman
Autodesk

Hi, @RobSawall ,

 

This is not showing on our Revit Public Roadmap yet. Thanks for checking!

 

Kimberly

eric
Explorer

I second this. This should be very easy to implement as, for example, revision clouds already do that with revision schedules.

kimberly.fuhrman
Autodesk
Status changed to: Implemented

We are pleased to say that this has been implemented in Revit 2023! Thank you for your contribution to improving Revit!

 

-The Factory

colin.magner
Advocate

Fantastic, thank you. I look forward to seeing it in action!

colin.magner
Advocate

I just watched a video showing this (Top Five Community Ideas Implemented in Revit 2023 (autodesk.com)) - looks great! Very easy to set up, fast to update etc.

kimberly.fuhrman
Autodesk

@colin.magner ,

 

Thank you for reading the blog and sharing the link!

 

-Kimberly

If we had a special parameter FILTER that referenced the sheet's views. I.e. 

RonAllen_WareMalcombcom_0-1657128176534.png

 

I have a DYN to load the NOTEBLOCK elements with the sheet, I am working on a DYN/API to push every element tagged in a view on a sheet back into a __.DATA.Filter parameter. Schedules then filter for CONTAINS A101 to filter by that sheet.

 

This is backwards from an embedded API that could do the same thing as the Keynotes, and filter with collections in the API FILTER by (pseudo-code  Schedule(SheetID. Sheet(views).annotations)

or a special parameter(shown above) for Schedules to recognize the Host.SheetNumber so only one schedule needs to be created and placed on any sheet to filter those values.

 

@kimberly.fuhrman  - These appear to be similar requests- possible candidates for combining?

https://forums.autodesk.com/t5/revit-ideas/filter-schedule-by-elements-visible-on-same-sheet/idi-p/6...

https://forums.autodesk.com/t5/revit-ideas/add-view-information-to-detail-item-detail-component-sche...

https://forums.autodesk.com/t5/revit-ideas/panel-schedule-sheet-number/idi-p/7477870

https://forums.autodesk.com/t5/revit-ideas/filter-sections-on-sheet-by-sheet-number-referencing-shee...

https://forums.autodesk.com/t5/revit-ideas/add-view-information-to-note-blocks-annotation-symbol-sch...

https://forums.autodesk.com/t5/revit-ideas/sheets-title-block-schedule-parameters/idi-p/7022446

https://forums.autodesk.com/t5/revit-ideas/browser-organization-for-schedules-legends-and-families/i...

kimberly.fuhrman
Autodesk

Thank you @GallowayUS_com_RonAllen1 ,

 

The ability to Filter by Sheet for Note Blocks has been Implemented.

 

kimberlyfuhrman_0-1657131863746.png

 

Thank you for suggesting the duplicates!

-Kimberly

mnieuwkerk
Participant

great idea. 😁

norbert_palumbo
Participant

Great idea!

@kimberly.fuhrman  - Noteblocks yes,

but we cannot for other elements or tags. The power to filter a schedule by what is only on that sheet could allow:

  • Partial door schedules on each enlarged sheet
  • Tagged element filter lists - I.e. using a "Multicategory Tag", tag elements to get the Type mark and a "__.Data.ID" Parameter, then filter for just those elements visible on that sheet - the same way keynote legends filter out only keynotes tagged on a sheet!
    • By Type
    • By Instance
cuen.saul
Advocate

@GallowayUS_com_RonAllen1 well... just uncheck FILTER BY SHEET when not needed.

@cuen.saul - there is not a filter by sheet for multicategory tags that I am aware of- is new in '23?

cuen.saul
Advocate

@GallowayUS_com_RonAllen1 ...oh, that is precisely what is being asked. If we could have the filter by sheet then we can do this or that. If in some schedule is not needed, just uncheck it.

But regarding your question... I think it was added in '23... I'll have to check.

@cuen.saul thanks! : ) Would be really awesome if that were the case. I haven't gotten '23 installed yet.

Ah maybe!

https://www.youtube.com/watch?v=U2dS31VsvQs

Mark_Engwirda
Collaborator

Yes, the filter by sheet schedules works for multi-category schedules, note blocks and any other regular schedules.
I have found is it's still a good idea to have the sort by header enabled at the top of the sorting/grouping so that people understand that the schedule only applies to that particular sheet. 

Where you have multiply views of different levels on one sheet, the "filter by sheet" can then group each level for that particular sheet.

Note blocks only schedule annotations, so there is no ability to group by levels, but you could create a parameter in the note block to address this albeit it will be a manual exercise.

@Mark_Engwirda  - does this apply to multicategory schedules as well?

Mark_Engwirda
Collaborator

Yes, it does, it works for all schedule types

@cuen.saul@kimberly.fuhrman  - so close! now

if we could only Schedule the items on sheet 

that are tagged...

 

That is what I am working on in Dynamo and API now : )

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