Learn / Advanced Mechanical Equipment Workflow Videos
Filtering and Sorting Schedules
Mechanical · Shared Parameters and Schedules · 3m
This lesson teaches how to effectively filter and sort schedules in Revit for mechanical equipment. You will learn to create filtering rules based on parameters like Mark to ensure only relevant items, such as exhaust fans, appear in your schedules.
Specific topics covered include renaming items in schedules, managing duplicate marks, and using shared parameters for better schedule organization. Additionally, you'll explore sorting options to arrange equipment efficiently within your schedules.
Transcript
Okay. So this is fine. We've got our exhaust family exhaust fan family. We could create we could create some more. Tag those. EF2, EF3. The schedule is populating, and we can happily go through here. Say this five is 100. This is 2 50. This is one fifth this is 2 50, whatever.
And now let us families, mechanical equipment. Let's say so these are the out of the box families, which I don't like, but they're useful because they're just here right now. So let's say I've also got a couple air handlers in my project somewhere. I've got a boiler, got an expansion tank, and I've got other stuff in here. And then I come back over to my exhaust fan schedule, and what is this garbage? There's now these other families in here. And so this is one reason why having these two columns for management of schedules, it can be handy. So I can see that I've got this air handling unit in there. I've got this boiler in there. I've got expansion tank in there.
And, I mean, first of all, these are wrong, so I'm just gonna, like, rename that, rename that. That's a boiler. This warning right here that made, like, made me not able to keep on going with what I was doing when an element had a duplicate mark menu is one of the primary reasons why in the RevAx system, we use a different parameter for tagging than mark because this is annoying, and it does it all the time. And so okay. B dash one, and this is, like, e t dash one, whatever.
Right? So we've got a various equipment in here, and they're all showing up on our exhaust fan schedule, and we don't want them to. What we can do is we can come to the filter section of the schedule editor, and we can create a rule for how to filter it. So what I have available to me here is filter by Mark. I'm gonna say Mark contains e f, and now it's filtering it out so that I only get my exhaust fans.
That works pretty well. We have a better system for the for the RevX system. We have a separate shared parameter that says the schedule filter. So regardless of what it's tagged as, it will show up. It will filter on the correct correct schedules. And let's see. If I change if I change this one to EF three yeah. See, that's so annoying. And this one to e f one, of course, that's not what we want. So we come over to the sorting and grouping, and we say sort by Mark, and it sorts them the way we want.
And we can get a little bit more sophisticated about that. I'm gonna show that a little bit more in the future. Okay. So this was the from scratch under the hood, you know, what's going on with schedules, how to create shared parameters, why we recommend, for the most part, creating shared parameters that are text fields, and how to do some basic filtering and sorting of the schedules. We're gonna get a lot more into it. This is kind of for an understanding of what's going on.