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Yes / No graphic presentations in Schedules

May 5, 2011

Working with yes no parameters in schedules make sense. We set them up, check the little boxes, slap the schedule on the sheet and all of a sudden we are shocked because the little radio boxes change from a checked box or unchecked box to text stating “Yes”, “No”, or a blank box.

To architects and engineers this may seem weird because historically we made matrix schedules and would identify a option with a filled circle, dot, “X” or other graphic. A “Yes” doesn’t work for us.

One method to resolve this problem is as follows:

Create your yes no parameters as normal.

Create a Calculated parameter called something like “Graphic”. Make it a Text parameter and set the formula to:

“*”

* Insert your graphic symbol between the quote marks. One way to do this is to copy and paste a symbol from the Windows Character Map.

Create new Calculated parameters for each of your Yes/No parameters. Set the formulas as:

if((nameofYESNOparam), Graphic, ” “)

Duplicate the schedule so you have a working schedule and a schedule to be placed on your sheet.

For the schedule you will place on the sheet make sure to hide the Yes/No parameters (under the formatting tab) and rename the headers as you would like them to be displayed on the sheet. Work from the working schedule and let the other schedule display the same information but in a more desirable format.

Your finished result should look something like this:

Enjoy.

-Jake

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2 comments

  1. Nice!!!, Thanks Jake for the tutorial and to Kirk for bringing up the topic.


  2. Worked like a charm!



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