In this Walk Through

This section demonstrates how to setup a Colour Filter to create a Look Ahead filter.

To do this walk through you need:

• A DataSource that return a date property
• The 3D model and the data coupled with an ID Match, so that 3D objects have one or several Matches in the DataView

The test scenario uses a connection to Primavera P6 Web Services returning the Activity ID, Name, Planned and Actual Dates. You will create a Calculated Column to evaluate if the PlannedStartDate is within 1, 2 or 3 weeks or if it is already running late. You'll then use this column to create the Colour Filter with a Multiple Matches Resolution method in case an object is associated to more than one Activity.

Setup of the sample DataSource

The P6 DataSource is setup with a single DataView that returns Activity ID, Name, Planned and Actual Dates as shown below.

See Primavera P6 Web Services for more details on how to setup a connection.

For this example we use Navisworks as a 3D viewer and objects have a user tab Timeliner+ with user defined properties User1, User1#2, User1#3 etc. that correspond to Ids (Activity IDs) of the P6 DataView. To associate them to the DataView, the ID Match is configured with alternative conditions for each user defined property in the model.

See Multiple Conditions in ID Match for more information on how to setup the ID Match.

Create the Calculated Column

• In BimSens's Grid, right click the header and click New Calculated Column, theLayout  Definition dialogue opens.
• Click New Column to create a new column
• In the panel on the right hand side, Specify a Name for the new column, for instance 'Planned Start Look Ahead'.
• In the Data Type menu, select the type Text
• Copy the formula below in the Formula text zone, replacing the dates with the appropriate values:

IIF ( [ActualFinishDate] IS NOT NULL, ' Complete',

IIF ( [ActualStartDate] IS NOT NULL, 'Started',

IIF ( [PlannedStartDate] < '2014-03-11', 'Late',

IIF ( [PlannedStartDate] < '2014-03-18', 'Start this week',

IIF ( [PlannedStartDate] < '2014-03-25', 'Start next week',

IIF ( [PlannedStartDate] < '2014-04-01', 'Start in 2 weeks',

'Start in 3 weeks or more'

))))))

The formula is built as follow:

If a value is provided for the ActualFinishDate property then the grid row is marked as Complete.

If it was not provided, then if a value is provided for the ActualStartDate property the grid row is marked as Started.

If the ActualStartDate is not provided either, then if the PlannedStartDate is anterior to today's date the row is marked as Late.

If the PlannedStartDate is superior to today's date but anterior to today's date + 7 days the row is marked as Start this week.

Idem with today's date + 14 and + 21 days.

Finally if none of the above conditions was met, then the row is marked as Start in 3 weeks or more.

• Alternatively, starting from BimSens 1.22, you can use pre-processor functions to avoid having to explicitly specify dates:

IIF ( [ActualFinishDate] IS NOT NULL, ' Complete',

IIF ( [ActualStartDate] IS NOT NULL, 'Started',

IIF ( [PlannedStartDate] < Today() , 'Late',

IIF ( [PlannedStartDate] < DateAdd( Week , 1, PeriodStart(Week)), 'Start this week',

IIF ( [PlannedStartDate] < DateAdd( Week , 2, PeriodStart(Week)), 'Start next week',

IIF ( [PlannedStartDate] < DateAdd( Week , 3, PeriodStart(Week)), 'Start in 2 weeks',

'Start in 3 weeks or more'

))))))

Create the Colour Filter

You now have a new column in BimSens's Grid called Planned Start Look Ahead that contains the calculated statuses. Scroll through some rows to ensure your formula reports what you want.

• Right click the column header and click Colour Filter. The Colour Filter Assistant dialogue opens with all the statuses currently available already listed. Some statuses can be missing if none of the rows currently meet the conditions to have these statuses. In such case, you can manually add missing statuses to the Colour Filter definition so that they will be accounted the status appears later on.
• To add a new status, click the New Value button and type the status name. Make sure it matches the name you used in the Formula.

You can use the reordering buttons at the top right of the form to give your statuses a logical order and pick an Appearance for each status.

For this walk through, the activities marked as Complete will be light grey to fade in the background, Late to Start in 2 weeks are given bright colours from red to green in order of importance, and other activities are set to a blue transparent to allow us to see through. As we want to pick up objects that have no match pretty clearly the appearance for <ignored> is set to a Fuchsia with no transparency, but these objects will be hidden by default.

Resolving possible Multiple Matches: Method 1

Some of our 3D objects have several properties with Activity IDs (User1, User1#2 etc.). If an object has 2 or 3 matches in the DataView and their calculated statuses are not the same, BimSens will change the colour for every match in the DataView, and the final colour will be that of the last match.

To make the process less random, we can activate the Multiple Matches Resolution, Filter Matches and use an Aggregate function if we still have Multiple Matches. See Resolving Multiple Matches for more information on Multiple Matches Resolution.

• To activate Multiple Matches Resolution, click More Options
• Check the box Multiple Matches Resolution
• Select Value of Match with Minimum... as resolution method and PlannedStartDate as reference property for the method.

With this setup, if BimSens finds a 3D object with Multiple Matches, the object will have the colour associated to the status of the match that has the minimum value for the PlannedStartDate property i.e. the match that has the earliest PlannedStartDate.

This is not ideal because the match that has the earliest PlannedStartDate could be already complete while other match could be in progress. In that scenario the object will show up in 3D with a Complete status while it is associated to incomplete matches. To resolve this issue we can apply a different method.

Resolving possible Multiple Matches: Method 2

Ideally, when an object has Multiple Matches, the DataView would show the most urgent status of all the matches. To achieve that result we need to assign a rank to each status.

There are 2 possibilities to rank statuses:

1. Since the statuses are calculated by the formula we have defined for the column Planned Start Look Ahead, we can edit the formula to return numbered statues such as 01-Late, 02-Start this week, 03-Start next week... and then use the Minimum method in the Multiple Matches Resolution section. This will sort statuses alphabetically and return the status with the lowest leading number.
2. For cases where we don't have control over the statuses name, we can create another Calculated Column returning numeric ranks based on the value of the Planned Start Look Ahead.

• Go ahead and create a new Calculated Column called Status Rank, of type Integer with the following formula that ranks statuses on a 0 to 6 scale, from Late to Complete:

IIF ( [Planned Start Look Ahead] = 'Late' , 0,

IIF ( [Planned Start Look Ahead] = 'Start this week' , 1,

IIF ( [Planned Start Look Ahead] = 'Start next week' , 2,

IIF ( [Planned Start Look Ahead] = 'Start in 2 weeks' , 3,

IIF ( [Planned Start Look Ahead] = 'Start in 3 weeks or more' , 4,

6

)))))

• Open the Colour Filter menu, select the Look Ahead filter you started and click Edit
• In the Multiple Match Resolution section, select Value of Match with Minimum... as resolution method and Status Rank as reference property for the method
• Click Apply to apply the filter immediately or click OK to close the Colour Filter Assistant dialogue.

To apply the filter later, open the Colour Filter menu, select the Look Ahead and click Apply. Click Key to display a floating Key while you navigate the model.