Using IFP
Knowledge Base articles - common questions about IFP
Key Features
- Item Codes
- Classification Variables
- Data File Types
- Report Definitions
- Crosstabulation Definitions
- Packages
Common Questions
Video Tutorials
- [video] IFP in 3 minutes
- [video] How to Securely Send a Database Backup to Support
- [video] Data File Manager
- [video] Importing Data into IFP
- [video] Copying Data from One File to Another
- [video] How to Create a Package
IFP Home
- Overview of IFP Home
- IFP Main Menu
- IFP Home: Your Account
- IFP Home: Active Database
- How to Set your Default Database
- Starred Items on IFP Home
Reporting
- Reports Wizard
- Reports Wizard: Data Selection Method
- Reports Wizard: Custom File Selection
- Reports Wizard: Report Definition
- Item Selection in the Reports Wizard
- Item Selection Using Item Tables
Report Definitions
- Report Definition Manager
- Report Definition Editor: Overview
- Report Definition Editor: General Tab
- Report Definition Editor: Line Definitions tab
- How to Create a Report Using a Report Definition
- How to Maintain Top 10/20 Reports
Graphing
- Series Comparison Graphs
- Using CTRL & Click to show multiple graphs side-by-side
- How To Change a Graph Type
- How To Customise Graph Styles
- How To Apply a Gradient Background
- Creating Graphs using Moving Annual Totals (MATs)
Projects and Dashboards
- How to Create a Dashboard
- How to Open a Dashboard
- Forecast Editors in Dashboards
- Filter/Item selection for Dashboard
- How to Create a Project
- How to Add a Section to a Project
Forecasting
- Creating a Forecast using Editors
- Creating a Statistical Forecasting Model
- Processing Items in Statistical Forecasting
- Seasonal Factors Estimation
- Seasonal Factors Editor
- Allocation Rules
Codes Maintenance
- Explanation of Conversion Table Rules
- How to Add a New Classification Variable
- Mapping Missing Variable Codes
- Maintaining Classification Variable Codes and Descriptions
- Importing Item Codes
- Rebuild Item Codes File
Database and Data File Management
- Previous Versions of Data Files
- How to Create a Database Backup
- How to Import Data into a Data File
- How to Copy from One Data File to Another
- Locking Data Files
- How to Create a Field Mapping
AutoTasks
- AutoTask Manager
- How to Run AutoTasks
- How to Edit an AutoTask
- MultiTasks (Multiple AutoTasks)
- Database Backup AutoTask
- Data File Export AutoTask
Crosstab Definition Editor
- IFP Function Reference
- Using Volume, Price & Exchange Variance In Crosstabulation Reports
- Crosstabulation Definition Manager
- How to Create a Crosstabulation Definition
- Crosstabulation Column Definitions - Classification Variable Columns
- How to Create a Crosstabulation Column
Crosstab Definition Library
- Crosstab Definition Library Overview
- How to Import Crosstab Library Files
- Important Selections when Running a Crosstab Report
- Analysis by Unit and Value
- Monthly Variances (2 files)
- Monthly % Variances (2 files)
Known Issues
- Refreshing report stuck after session expiry
- Export to Excel fails with certain Regional Settings
- Report Headers are too Long
- Major System and Database Issues
- Database in Recovery Mode
- Importing ASP only without setting Datatype imports as Units
Configuration and Security
- Installing and using Cloud IFP
- Accessing IFP using RD Web Client
- Getting started with an IFP database
- Verifying your Email Address
- Resetting a Forgotten Password
- Privacy