Filtering & Grouping

Navigate forecast data with filters and custom groupings

Filtering & Grouping

With potentially thousands of SKU/channel combinations, effective filtering and grouping is essential for working with forecast data efficiently.

Filter Panel

The filter panel appears on the left side of the forecast dashboard.

Available Filters

Filter	Description
Search	Text search across SKU names and codes
Channel	Filter by sales channel
Channel Hierarchy	Filter by channel groupings
Collection	Filter by product collection
Product Hierarchy	Filter by product categories
SKU	Select specific SKUs
Dimensions	Filter by product attributes

Filtering by Channel

Focus on specific sales channels:

1. Expand Channel Filter

   Click on the Channel section in the filter panel

2. Select Channels

   Check the channels you want to view:

   • Shopify US
   • Amazon
   • Wholesale
   • etc.
3. View Results

   Table shows only forecasts for selected channels

Channel Hierarchy

If you have channel groupings configured:

All Channels
├── Direct to Consumer
│   ├── Shopify US
│   └── Shopify CA
├── Marketplaces
│   ├── Amazon US
│   └── Amazon UK
└── Wholesale
    └── B2B Portal

Filter at any level to see all channels below that point.

Filtering by Product

Collection Filter

Filter by product collections:

1. Expand the Collection filter
2. Select collections to include
3. See only SKUs from those collections

Product Hierarchy Filter

Filter using your product categorization:

1. Expand Product Hierarchy
2. Select values at any level
3. All products in that category are shown

Specific SKU Selection

To view only certain SKUs:

1. Use the SKU filter
2. Search or browse for specific SKUs
3. Check the SKUs you want
4. Only selected SKUs appear

Combining Filters

Filters work together using AND logic:

Example:

• Channel = “Shopify US” AND
• Collection = “T-Shirts” AND
• Product Hierarchy > Category = “Apparel”

Shows: T-Shirts in Apparel category sold on Shopify US

All filters must match for a row to appear. If results are empty, try removing some filters.

Grouping Options

Grouping organizes how data is displayed in the table.

Standard Groupings

Option	Result
No Grouping	Flat list of all SKU/channel combinations
By Channel	Groups rows by channel first
By Collection	Groups rows by collection first
By SKU	Groups by SKU (shows channels within)
By Hierarchy	Uses product hierarchy levels

Setting Grouping

1. Open Grouping Modal

   Click Grouping in the toolbar

2. Select Grouping Levels

   Choose:

   • Primary: First level grouping
   • Secondary: Nested within primary
   • Tertiary: Further nesting (optional)
3. Apply

   Click Apply to reorganize the table

Example Groupings

By Channel, then Collection:

▼ Shopify US
  ▼ T-Shirts
    - Blue T-Shirt M
    - Blue T-Shirt L
  ▼ Pants
    - Jeans 32
    - Jeans 34
▼ Amazon
  ▼ T-Shirts
    - Blue T-Shirt M
    ...

By Collection, then SKU:

▼ T-Shirts
  ▼ Blue T-Shirt M
    - Shopify US
    - Amazon
  ▼ Blue T-Shirt L
    - Shopify US
    - Amazon

Expanding and Collapsing

Action	Method
Expand one group	Click the ▶ arrow
Collapse one group	Click the ▼ arrow
Expand all	Click “Expand All” in toolbar
Collapse all	Click “Collapse All” in toolbar

Custom Hierarchy Grouping

For advanced analysis, create custom grouping configurations:

1. Open Grouping Modal

   Click Grouping in the toolbar

2. Select Custom

   Choose “Custom Configuration”

3. Build Your Hierarchy

   Drag and drop dimensions to create your grouping:

   1. Product Hierarchy Level 1
   2. Channel Hierarchy Level 1
   3. Collection
   4. SKU
4. Save (Optional)

   Save as a preset for future use

5. Apply

   Apply to update the view

Time Period Filtering

Control which dates are shown:

Date Range Selection

1. Click the date range picker
2. Select start date
3. Select end date
4. Apply

Relative Date Options

Option	Shows
Last 7 days	Past week (historical)
Last 30 days	Past month
Next 30 days	Coming month
Next 90 days	Coming quarter
This month	Current month
This quarter	Current quarter

Aggregation Level

Change how time is grouped:

Level	Columns Show
Daily	Each day
Weekly	Week totals
Monthly	Month totals

Match aggregation to your planning horizon. Daily for next 2 weeks, weekly for next quarter, monthly for annual planning.

Saving Filter Configurations

Save frequently used filter/grouping combinations:

Creating a Saved View

1. Set Up Filters

   Configure all desired filters and groupings

2. Click Save View

   Look for “Save View” in the toolbar

3. Name the View

   Enter a descriptive name:

   • “Weekly Shopify Review”
   • “Monthly Collection Summary”
4. Save

   View is saved for future use

Loading a Saved View

1. Click the Views dropdown
2. Select your saved view
3. Filters and groupings apply automatically

Managing Views

• Edit: Load, modify, save with same name
• Rename: Change the view name
• Delete: Remove views you don’t need
• Set Default: Load automatically on page open

Column Visibility

Control which columns appear:

Hiding Columns

1. Click column visibility control
2. Uncheck columns to hide
3. Table updates immediately

Showing Metrics

Toggle forecast metrics:

• Forecast values
• Historical sales
• Actuals
• Variance

Reordering Columns

Drag column headers to reorder (if supported).

Search Functionality

Quick text search:

Global Search

1. Use the search box at the top
2. Type SKU name, code, or other text
3. Results filter as you type

Search Scope

Search matches against:

• SKU name
• SKU code
• Collection name
• Channel name

Best Practices

Start Filtered

Don’t try to view everything at once. Start with filters for your current task.

Match Grouping to Purpose

• Reviewing a channel? Group by channel first
• Analyzing a product line? Group by collection
• Planning for one SKU? Filter to that SKU

Use Saved Views

Create views for regular tasks:

• Weekly channel review
• Monthly planning session
• Product line deep-dive

Combine with Time Aggregation

Adjust time aggregation with your grouping:

• Detailed analysis: daily + specific SKUs
• Big picture: monthly + collection grouping

Troubleshooting

No Results After Filtering

Causes:

• Filters are too restrictive
• Data doesn’t exist for the combination
• Date range has no forecasts

Solutions:

1. Remove some filters
2. Verify data exists for selected channels/SKUs
3. Expand the date range

Slow Performance

Causes:

• Too much data displayed
• Complex grouping with large dataset

Solutions:

1. Add filters to reduce data volume
2. Use higher aggregation (monthly vs. daily)
3. Collapse groups when not needed

Next Steps

Forecast Dashboard

Return to dashboard overview

Editing Forecasts

Learn to modify forecast values

Sales History

View historical performance

Product Hierarchy

Configure product categorization