Groups

When models are imported into Explorer, the data table is initially organized in a standard hierarchy:

Category – Family – Type, with element counts.

The Group feature allows users to define custom table structures for analysis, quantity takeoff, and data management.

Requirements

To use Groups:

·        Models must have extracted data available

o   IFC models

o   Revit models uploaded via the BIMWorkplace Plugin

·        Models must be active in Models Management

If these conditions are not met, grouping is not available.

Creating a Group

1.      Open the Group Configuration

·        Click Create.

·        The configuration panel opens in the right sidebar.

2.     Define the Structure

·        Enter a group name

·        Select properties to group by

·        Arrange them to define the hierarchy

3.      Choose Table Columns

·        Select the columns to display

·        Arrange column order.

·        For numerical columns, apply calculations:

o   Sum

o   Average

o   Maximum

o   Minimum

o   Count

·        Click Apply to create the group

4.     Apply the Group

·        In the Manage tab, select the group

·        Click Calculate to recalculate the table

The table is updated based on the defined grouping rules.

Managing Groups

Edit

·        Click Edit

·        Modify settings and apply changes

Delete a Group

·        Click Delete Group and confirm.

Note: Groups used in saved views cannot be deleted until those views are removed.