Planting Schedules - Separate or exclude certain plant types.

[Jack2022]

Hi All,

 

I have found a few old posts referring to similar issues but struggling to find a solution.

 

I am using worksheets (based off the 'Simple Plant List' template worksheet) to create my plant schedules. I want to either exclude trees from the worksheet or have them appear in a separate worksheet. The standard in UK plant schedules is to have separate categories for plant types (e.g. shrub, hedge, tree, perennials, bulbs etc.). 

 

Could someone let me know a step by step how to modify my worksheet to do this? Just sticking to trees for now would help. 

 

I have read there is a 'set criteria option' in the worksheet options but this is greyed out for me and I can't select it. 

 

My trees are set to be tree 'type' in their style already.

 

Many thanks,

 

Jack

[Katarina Ollikainen]

@Jack2022, the best way to deal with this is via the criteria in the worksheet. The norm is to look at the layer, but if you want to make something more specified, please weel free. Below is a sample file. It's important that it says ALL criteria in this set, not ANY.

 

• Right-click on the row number and select 'Edit Criteria'
• Place the trees on separate layers depending on what schedule you want them in.
• In the Criteria for the worksheet, select only the layers you want included in that specific schedule.
• Copy the database header used and paste it below if you want to create a separate schedule (in the same worksheet) for a different layer. You can, of course also use 'Layer is not' - this excludes a specific layer from the criteria.

Plants on different layers.vwx

[Jack2022]

Thanks, this looks great - we have the worksheet as a 'spreadsheet' in the menu not 'database' - is there a reason why database is preferred (other than being able to differentiate criteria?)

[Katarina Ollikainen]

They're both worksheets. The database header can be set up to look for all objects of a specific style. Here, I have it set up to find all objects with the plant record. I can then narrow things down, sort, and sum up the found objects.

 

If you're working with the preformatted 'Simple plant list' worksheet, this also uses the database header. If you don't see them, make sure to turn this on in the View.

[Jack2022]

Hi Katarina,

 

for some reason I can't change it to a Database (see attached). When I click on 'Database' in the menu it reverts to 'Spreadsheet' and therefore I don't get the option to choose criteria (greyed out). This is in your file so seems strange. Same in any sample worksheet I open from the Vectorworks resources.

 

 

[Jack2022]

Sorry - Database does work in your file but not any of the worksheets I import

[Jack2022]

Sorry again! All sorted. I missed that I had to select the column heading first!

 

Many thanks

 

[Jack2022]

If I wanted to separate out shrubs, hedges, trees, perennials, ground covers etc in separate sections of one worksheet as per standard convention is the only way to have each plant type on a separate layer? 

 

Thanks

 

[Tom W.]

9 minutes ago, Jack2022 said:

If I wanted to separate out shrubs, hedges, trees, perennials, ground covers etc in separate sections of one worksheet as per standard convention is the only way to have each plant type on a separate layer? 

 

Thanks

 

 

No you could do it by Class or by any aspect of the Plant data e.g. the 'Category' or 'Landscape Use' fields

[Pat Stanford]

How are you currently specifying which category the plants fall into? Are you using the Category field in the plant record?

 

If you have a field that has the category you can use that as part of the criteria. Something like.

 

Category contains 'tree'

 

or

 

Category is 'perennial'

 

 

[Jack2022]

Hi both,

 

Thanks for input.

 

I am using the categories in plant types but I cant find the criteria options to refer to those...

[Tom W.]

Look in Records > Plant Record

[Jack2022]

I only have the options below: Struggling to get the category to show in the Criteria menu... 

[Tom W.]

Sorry @Jack2022 you need to select Field Value > Plant Record/Category > is > Shrubs (for example) 

[Jack2022]

Wonderful! all working. 

 

Thanks all for the inputs. 

 

Kind regards,

 

Jack