Views and filtering

How views, filters, sorting and grouping work in Flowlity lists.

A view is a saved way of looking at a list: its filters, columns, sorting and grouping. Views appear as tabs at the top of the list, so you can jump from "all my products" to "products in stockout" in one click. In Demand, Planning and Pricing, a view can also be the scope of an automation.

You find views in Dashboard, Demand, Sales orders, Pricing, Assortment, Planning and Supply orders.

Built-in views and your own views

Flowlity provides built-in views. You cannot edit them, but you can duplicate one to make your own version, or remove it from your tabs.

Module	Built-in views
Demand	Default view, 🎯 Forecast accuracy, 🍼 New products, 🛸 Outliers
Planning	Default view, 🚨 Stockout, 📦 Overstock
Supply orders and Sales orders	Planned, Validated, Released, Delivered
Supply agreements	Planned, Validated, Firm, Activated

The Default view opens with a curated set of columns, as a ready-made starting point.

Your own views can be private or public:

• A private view is only in your tabs.

• A public view (Make public) appears for every user of that page. Each user can remove it from their own tabs or duplicate it without changing it for others.

• Any user can add a view created by a colleague with Select from existing. A built-in view you removed comes back the same way.

Filters

The filter bar sits under the view tabs. In Demand and Planning it offers:

• Search by name or paste references: type a name, or paste a list of references to see only those products.

• Sites: one or more sites, when your company has several.

• Tags: tags and tag categories from Tags settings. The Default tab selects tags; the Advanced tab combines them with "and" / "or" rules, for example (Blue or Red) and Large.

• Suppliers and, when your site uses the customer axis, Customers.

• Alerts: products with stock or demand alerts in a time window. See Alerts.

• More...: every other attribute (strategy, forecast source, demand type, lead time, prices, expert models, and more) and every numeric column, including KPI columns, with value ranges.

How filters combine:

• Different filters add up: a product must match all of them.

• Most filters can include or exclude the values you pick ("Include products that match this filter" or "Exclude products that match this filter").

• Numeric filters accept a range, and Is empty finds products with no value.

• You can also set a filter from a column header, without opening More....

Sorting

Click a column header to sort the list by that column. To sort on several columns, hold Ctrl (Cmd on Mac) and click more headers, or use Sort > Add sort. A small number on each sorted column shows its priority: the list is sorted by the first column, then by the second for equal values, and so on.

Grouping and subtotals

In Demand, Planning and Pricing, Group > Add group folds the list into groups by tag category, supplier, customer or site. You can add several levels, for example supplier, then product family.

• Each group shows subtotals for its columns: a sum, an average, a count, or what fits the column. Click a subtotal (Click to change aggregation method) to change how it is calculated.

• Grand total at the bottom sums up the whole list.

• Hover a group header to see how many alerts it contains.

• Tick the checkbox of a group to select all its products for a bulk action.

• Expand all and Collapse all open or fold every group.

A worked example

You want to check, every Monday, which suppliers carry the products at risk of stockout.

In Planning, you start from 🚨 Stockout, which already filters on the Out of stock alert. You group the list by supplier, so each supplier becomes a group with its own subtotals. Because 🚨 Stockout is a built-in view, you save the result as your own view, "Stockout by supplier".

Every Monday, one click on that tab gives you the list, already filtered and grouped. The Dashboard also counts its products in the Planning views column.

Views and automations

When you create an automation, you pick a Demand, Planning or Pricing view as its scope. The automation acts on the products that are in the view when it runs.

• If you change the filters of the view, you change the products the automation will act on.

• If you delete a view used by an automation, the automation is deleted too.

Related

• Filter, sort and group a list: the steps for each filter, sort and group.

• Set up and manage views: save, share, rename and delete views.

• KPIs: metric columns you can filter and sort on.

• Set up an automation: use a view as the scope of an automation.