> ## Documentation Index
> Fetch the complete documentation index at: https://docs.tetherdata.io/llms.txt
> Use this file to discover all available pages before exploring further.

# 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:

<Steps>
  <Step title="Expand Channel Filter">
    Click on the **Channel** section in the filter panel
  </Step>

  <Step title="Select Channels">
    Check the channels you want to view:

    * Shopify US
    * Amazon
    * Wholesale
    * etc.
  </Step>

  <Step title="View Results">
    Table shows only forecasts for selected channels
  </Step>
</Steps>

### 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

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

## 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

<Steps>
  <Step title="Open Grouping Modal">
    Click **Grouping** in the toolbar
  </Step>

  <Step title="Select Grouping Levels">
    Choose:

    * **Primary**: First level grouping
    * **Secondary**: Nested within primary
    * **Tertiary**: Further nesting (optional)
  </Step>

  <Step title="Apply">
    Click **Apply** to reorganize the table
  </Step>
</Steps>

### 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:

<Steps>
  <Step title="Open Grouping Modal">
    Click **Grouping** in the toolbar
  </Step>

  <Step title="Select Custom">
    Choose "Custom Configuration"
  </Step>

  <Step title="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
  </Step>

  <Step title="Save (Optional)">
    Save as a preset for future use
  </Step>

  <Step title="Apply">
    Apply to update the view
  </Step>
</Steps>

## 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 |

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

## Saving Filter Configurations

Save frequently used filter/grouping combinations:

### Creating a Saved View

<Steps>
  <Step title="Set Up Filters">
    Configure all desired filters and groupings
  </Step>

  <Step title="Click Save View">
    Look for "Save View" in the toolbar
  </Step>

  <Step title="Name the View">
    Enter a descriptive name:

    * "Weekly Shopify Review"
    * "Monthly Collection Summary"
  </Step>

  <Step title="Save">
    View is saved for future use
  </Step>
</Steps>

### 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

<AccordionGroup>
  <Accordion title="Start Filtered">
    Don't try to view everything at once. Start with filters for your current task.
  </Accordion>

  <Accordion title="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
  </Accordion>

  <Accordion title="Use Saved Views">
    Create views for regular tasks:

    * Weekly channel review
    * Monthly planning session
    * Product line deep-dive
  </Accordion>

  <Accordion title="Combine with Time Aggregation">
    Adjust time aggregation with your grouping:

    * Detailed analysis: daily + specific SKUs
    * Big picture: monthly + collection grouping
  </Accordion>
</AccordionGroup>

## 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

<CardGroup cols={2}>
  <Card title="Forecast Dashboard" icon="chart-line" href="/demand-forecasting/dashboard">
    Return to dashboard overview
  </Card>

  <Card title="Editing Forecasts" icon="pen" href="/demand-forecasting/editing">
    Learn to modify forecast values
  </Card>

  <Card title="Sales History" icon="clock" href="/demand-forecasting/sales-history">
    View historical performance
  </Card>

  <Card title="Product Hierarchy" icon="sitemap" href="/product-catalog/hierarchy">
    Configure product categorization
  </Card>
</CardGroup>