Filter Data in a Schedule

On the Filter tab of the Schedule Properties dialog (or the Material Takeoff Properties dialog), create filters that limit the display of data in a schedule.

Video Filter Data in a Schedule

You can create up to 8 filters, and all filters must be satisfied for the data to display.

Many types of scheduled fields can be used to create filters. Types include text, number, integer, length, area, volume, yes/no, level, and key schedule parameters.

Filtering is not supported for the following scheduled fields:

Note: Filters are case sensitive.

You create a filter based on fields in the project. To create a filter based on a field that does not display in the schedule, you add the field to the Scheduled Fields list, then hide it on the Formatting tab.

Example: You can use a filter in a door schedule that you want to filter by level. In the Filter tab, choose Level as the filtering parameter and set its value to level 3. The schedule displays only doors that are on level 3.

Additionally, you can also filter by sheet. Schedules will only show elements displayed in viewports on the sheet where the schedule is placed. There are some limitations when filtering by sheet:

Video Filter a Schedule by Sheet