Create new schedule – Planworks Support Center

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With the command "New schedule" you can create your own schedule in Tables. You have access to all parameters that can be found in the Revit data model via the API. Besides that, Tables also offers you additional parameters, such as the top edge of a component or the door impact direction, which do not exist as parameters in Revit. These parameters determined by Tables from the Revit geometry are called "feature"-parameters and are explained more detailed in a separate chapter.

You create your own component list in Tables in a similar way as in Revit. Start by selecting any cell by clicking in your open spreadsheet (the upper left cell of your new table). After you have clicked on the command "New schedule", a selection dialog opens in which you can select the desired category or several categories.

Note and very important: In contrast to the schedules in Revit, Tables distinguishes strictly between copy lists and type lists! You can create copy component lists using the "New component list" command; type component lists using "New type list".

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Workflow for creating your own copy-schedule

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You can find filter lines in almost all Tables dialogs

Tip: Pay attention to the filter line in all dialogs in Tables,
with which you can act quickly!

Select the desired fields or parameters:

In the properties window of the "Fields" tab you have access to all parameters that can be found in the Revit database. You can use filters to select your desired parameters. By double-clicking on the desired parameter or clicking on the plus symbol, you can compile the parameters for your parts list.

Workflow – Create your own copy-schedule:

Select the cell with which you want your schedule to start (the selected cell defines the insertion position of the upper left corners of your Tables xlsx table).
Click the command "New schedule" ("Revit" Ribbon, panel "Parts Lists")
Select your part category(ies)
Select your parameters and fields
Complete your list with filters, groupings or format styles freely according to your wishes with the respective properties in the tab editing dialog - Done!

The other custom lists, such as the type list, which you can create using the "Special Lists" command in the same panel, work just as easily.

"Fields" tab

Here you can find all the parameters we can find in the Revit database - and more.

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Overview and Workflow „Fields“ tab

Workflow – "Fields" tab (here on the example of a door list):

To make it easier for you to deal with all the parameters, we have built in a global filter. Here, for example, we distinguish between element parameters, type parameters or host parameters and feature parameters. Sounds complicated, but you will notice that it is not.
With a double click on one of the available fields in the selection on the left (or also with the plus button), you can make your selection of parameters, just like with the part lists in Revit. With the minus button you can remove the selected fields from your selection.
You can easily change the order of your selection in the column on the right with the controls and set it either step by step or directly to the first or last position. You can also edit your selection if it is a special parameter.
Confirm the dialog with OK and your list will be created with the desired selection of fields.

Group Filter

From the previously created door list you can see that many of the group filters depend on the category for which the list is created.

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With the group filter you can get a better overview

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

"Filter" tab

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

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Overview and Workflow „Filter“ tab

Workflow – "Filter" tab:

With the small controls at the bottom left of the tab, you can add new filters, delete existing ones or change their order. The small plus adds new filters. You can use as many filters as you like.
A new filter rule is inserted, which you can now edit from left to right.
Confirm the dialog with OK and your xlsx list will be set with the desired selection of fields and the set filters.

Tip: You can also filter your data directly in the spreadsheet using the built-in filter options. To do this, select the "Show Filter" command in the "Data" ribbon in the panel, just as you are used to doing with your favorite spreadsheet. However, when you filter via the tab, only the filtered data will be listed in your xlsx list.

"Sorting/Grouping" tab

Overview and Workflow „Sorting/Grouping" Tab

Workflow – "Sorting/Grouping" tab

With the small controls at the bottom left of the tab, you can add new rules for sorting/grouping, delete existing ones or change their order. The small plus adds new rules. You can use as many rules for sorting/grouping as you want.
Edit rule for sorting/grouping from left to right, here you select from the parameters that you have previously added to the table.
Here you activate the headers or also footers and select whether the summation or number is also displayed. This is only possible if the corresponding row is activated.
After a group, you can also add an optical differentiation to the lists with an empty line.
Confirm the dialog with OK and your xlsx list will be created with the desired selection of fields and the sorting/grouping you have set.

"Formatting" tab

Overview and Workflow „Formatting“ tab

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

Column "Field": shows you the particular parameter you want to edit - only this one is readable.
Column header: Here you can overwrite the column headers of your Tables xlsx table with a name of your choice. Tables uses the parameter names by default also for the column headers.
Included in table: here you select whether the selected parameter should really be included in your Tables xlsx list. Filtering and sorting / grouping will work even if the parameter is not preserved in the table as a column.
Hide column: With this check mark you can hide existing parameters in your Tables xlsx table in advance. This is useful, for example, for auxiliary columns that you need for the calculation but do not want to have directly visible. The column is present in the Tables xlsx table, just hidden. You can also show and hide the individual columns directly in the Tables interface: right-click on the column header and select "Show" or "Hide" from the context menu.
Calculation type: Here you can set if your parameter values should be displayed in the footer lines. For example, you can sum up numerical values. Tables uses partial sums for this.
Format: Here you can change the unit value provided by Revit for the partial sum value.

"Appearance" tab

The settings you can make here change the appearance of your Tables xlsx table. With the preset cell format styles you can preformat the individual areas of your Tables xlsx table. The styles refer to all columns of the respective area.

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Overview and Workflow „Appearance“ tab

Tables is based on Revit part lists for the table areas:

Header: This is the area with the column headers
Footers: The bottom "total" row of a table; this is used to display totals, for example. The footer is generated if the "Total" checkbox is activated in the "Sorting / Grouping" tab.
Group header: If groupings with an active header are specified in the "Sorting / Grouping" tab, a group header will be displayed for each of them.
The group footer behaves similarly to the group header. In the group footer, calculations (e.g., subtotals) can also be displayed if the calculation type has been selected accordingly in the "Formatting" tab
Blank line: Switching between the individual groupings
Even and odd data rows: the individual Revit elements are listed here. You can format both the even and the odd data rows individually

Workflow – "Appearance" tab

Activate format styles
Select the desired table format styles for the individual areas of your Tables xlsx list.
Confirm the dialog with OK and your list will be created with the desired selection of fields with the format styles you preset.

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Tables areas for formatting

Note: You can also format the individual areas of your Tables xlsx list directly in Tables. Or even column by column – so you are more flexible. The column-by-column formatting is saved automatically for you by Tables. So you can be sure that your table always looks the same, no matter what data is read in from Revit.

Column-by-column formatting example for the "Header" area

"Chart" tab

We believe that additional value can be generated by properly managing and presenting information. That's why every list generated with Tables already has a chart integrated, which you only have to activate – this way BIM data can become even more transparent!

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Overview and Workflow „Chart“ tab

Workflow – "Chart" tab

Check the "Show chart" box, this will allow the three simple properties of the built-in Tables chart to become editable.
Select your desired chart type and data source. Here there is the description parameter, which describes the expression of your chart, and the value parameter, which represents the expression value.
Confirm the dialog with OK and next to your list, a simple but meaningful diagram is now displayed.

"General" tab

Last but not least we will explauin the "General" tab, which is actually the first tab in the dialog. Here you can set general things like the name of your table. You can also define the selection of elements via the data source, or whether linked files should also be taken into account. If you work with phases, you can also define a selection here.

If necessary, select a design option for the spreadsheet.

Should your tables list also include elements from linked Revit projects? Simply activate the checkbox "Include elements in links".

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Overview and Workflow „General“ tab

In "Area" you define whether the entire project or only a certain sub-area, e.g. a selected view, is used as the basis for list creation.

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To pass on to other project participants or when creating sensitive lists for the administration, it is sometimes necessary to restrict the write-back. This function is also available in the "General" tab.

Stand: 09.08.2023