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
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:Filtering by Product
Collection Filter
Filter by product collections:- Expand the Collection filter
- Select collections to include
- See only SKUs from those collections
Product Hierarchy Filter
Filter using your product categorization:- Expand Product Hierarchy
- Select values at any level
- All products in that category are shown
Specific SKU Selection
To view only certain SKUs:- Use the SKU filter
- Search or browse for specific SKUs
- Check the SKUs you want
- 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”
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
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:Expanding and Collapsing
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:
- Product Hierarchy Level 1
- Channel Hierarchy Level 1
- Collection
- 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
- Click the date range picker
- Select start date
- Select end date
- Apply
Relative Date Options
Aggregation Level
Change how time is grouped: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
- Click the Views dropdown
- Select your saved view
- 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
- Click column visibility control
- Uncheck columns to hide
- 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
- Use the search box at the top
- Type SKU name, code, or other text
- Results filter as you type
Search Scope
Search matches against:- SKU name
- SKU code
- Collection name
- Channel name
Best Practices
Start Filtered
Start Filtered
Don’t try to view everything at once. Start with filters for your current task.
Match Grouping to Purpose
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
Use Saved Views
Create views for regular tasks:
- Weekly channel review
- Monthly planning session
- Product line deep-dive
Combine with Time Aggregation
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
- Remove some filters
- Verify data exists for selected channels/SKUs
- Expand the date range
Slow Performance
Causes:- Too much data displayed
- Complex grouping with large dataset
- Add filters to reduce data volume
- Use higher aggregation (monthly vs. daily)
- 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