Forecast Pro TRAC only

You can define custom filter fields which can be included in the report views and filtered like any other fields. They can also be included in the numeric output file.

Examine the file 123 Bakery – Filters.xlsx.

Notice that the attribute fields are present (columns A, B, C and D). In our example, columns E and F contain the filter fields.

If you will be using a table or query to hold the filter fields, you’ll want to examine the Filters table in the file 123 Bakery – ODBC.mdb.

Notice that the attribute fields are present. Description is a text field containing the filter name. TextValue is a text field containing the filter’s value.

Alternatively, you may include fields with your filter name(s) following the attribute fields, similar to the Excel format.  In this case, you should not include the Description and TextValue fields.

Formatting rules

In a spreadsheet, a header row that includes the names of the filter fields is required.

The filters can be assigned at any level.

If an item has no associated filters, it does not need to be included in the spreadsheet, table or query.