Creating Filters

One or more default attributes must be assigned to the project before you can create filtersa set of specified criteria that are applied to data in order to identify the subset of data for a subsequent operation, such as continued processing. . See Assigning the Default Attributes for more information.

Use Filters on the left pane of the viewer to create and manage filters. The Default attributes are already displayed and ready for you to make your selections. If additional attributes are imported into the project, those attributes and the default attributes are listed under the name of the table that was used for the import.

  1. Click Filter settings next to Attributes to add or remove one of these derived attributes types from the pane:
    • Descriptive statistics
    • Forecast attributes
      Note: If an out-of-sample regionthe number of time periods before the end of the data that are removed when fitting models. After model selection, forecasts are generated in the out-of-sample region and then compared to the actual data to determine accuracy. is specified in Project Settings, then you can include these options for the attribute type:
      • Forecast attributes (in-sample)
      • Forecast attributes (out-of-sample)
    • Forecast attributes (Others)

      This group includes two variables that are not computed along with the main forecasta numerical prediction of a future value for a specified time period for each unique combination of BY variable values attributes: Flat Forecast and Almost Flat Forecast. For more information, see Working with Flat Forecasts.

    • Model attributes
    • Demand classification attributes
      Note: For external forecast projects, demand classification attributes are listed on the Data tab. However, they are not available for the project in the Filters pane for the Time Series Viewer, Forecast Viewer, or Overrides.

      Changing any of the Project Settings for this project can lead to errors.

    Use the Filter Settings window to show, hide, or reorder the attribute types. These settings are saved for the duration of your session.

    For a full description of attributes, see Attributes.

  2. Use Filter settings next to each attribute type to show, hide, or reorder the attributes that are listed.
  3. Select values from the attributes in the list to create a subset of the data to work with. You can select multiple values from any set of attributes, using any combination of values. The plot in the view is updated to reflect the selections that you make. If no time seriesan aggregation of transactional data into specified time intervals and sorted according to unique combinations of the default attributes (BY variables) exists in the set of attributes that you have selected for a filter, then no data is shown.

    Making selections from the attributes depends on whether the attribute values are discrete or continuous.

    Selecting from attributes with discrete values

    You can make selections from attributes with discrete values using check boxes. If the attribute contains more than five values, click the More link to open a window with all of the values.

    For example, perhaps you want to filter the project to select only items where the Product Name attribute includes the string Shampoo. Under the Product Name attribute, click More and enter the search string to list all products with Shampoo in the name. You do not need to enter the full word to get matching results

    To select all of the results in the search request, be sure to manually select each item shown. Do not use the Select all field because this selects all values for the attribute.

    The plot is updated to reflect the selected products that contain the string Shampoo.

    Selecting from attributes with a continuous range of values

    Use the slider to select from numeric data within a range of values.

    • The following image shows the slider for a numeric range for one of the statistics of fit attribute, Mean Absolute Error (MAE). This is a derived attribute that is available on the Forecast Viewer and Overrides tab. In this figure, the numeric range of MAE measurements for all of the time series ranges between 1.7453 to 10,148.3699. A total number of 1,337 time series are included in this range.
      MAE values in the Filter pane

      To set the slide control to a specific number, follow these steps.

    1. Click the end of the slider control on one side of the range.
      • For a simple numeric value, an entry field appears over the value and you can enter a number to use for the range. In the following figure, the number 900 is entered at the low end of the range.
        MAE value with data entry over slider
      • If the attribute has date values, calendar icon appears instead of an entry field. Click the icon to open the date picker. The date picker enables you to select starting and ending dates that are only within the range of the filter.
        date picker
    2. Repeat this step for the other side of the range. Using the entry fields, you can enter a precise number for the lower and upper limits of the range that you want to filter.

      In the following figure, the range has been set to 900 to 5,000 for the MAE attribute. This changes the number of time series selected from 1,337 to 379.

      MAE value with both ends of the range changed
  4. After creating a filter that you can use, click the Save Filter icon and provide a name for the new filter.

    The filter is saved and can be recalled using the drop-down list of saved filters.

As you make selections from the Filters pane, a token is displayed above the plot for your selection.

See Also

Last updated: March 16, 2026