> For the complete documentation index, see [llms.txt](https://docs.flowlity.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.flowlity.com/everyday-tasks/how-tos/filter-sort-and-group-lists.md).

# Filter, sort and group a list

Find the products you need in a Demand or Planning list, sort them on several columns and group them with subtotals.

This guide shows you how to narrow a product list to the products you need, sort it, and group it by family, supplier, customer or site with subtotals.

## Before you start

* You need access to **Demand** or **Planning**. The search, filters, sorting and grouping also work in **Pricing**.
* To filter on a metric, add it as a column first. See [Add KPI columns](/everyday-tasks/how-tos/add-kpi-columns.md).
* Everything you set here can be saved in a view. See [Set up and manage views](/everyday-tasks/how-tos/set-up-views.md).

## Find products by name or reference

{% stepper %}
{% step %}

### Open the list

In the sidebar, go to **Demand management** > **Demand**, or **Inventory & supply** > **Planning**.
{% endstep %}

{% step %}

### Search

Click **Search by name or paste references** and type part of a product name or reference.
{% endstep %}

{% step %}

### Paste a list of references (optional)

Paste several references copied from a spreadsheet or an email. The list shows only those products.
{% endstep %}
{% endstepper %}

## Filter by tags with "and" / "or" rules

{% stepper %}
{% step %}

### Open the tag filter

Click **Tags** in the filter bar.
{% endstep %}

{% step %}

### Pick tags in Default

In the **Default** tab, tick the tags you want.
{% endstep %}

{% step %}

### Build rules in Advanced

For finer selections, open the **Advanced** tab and combine tags with "and" / "or" logic, for example products that are (Blue or Red) and Large.

<figure><img src="https://1706504082-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fqoq879Ev7JtRbqynigdG%2Fuploads%2Fgit-blob-99dd3f05a2772ecbc55abdabdd82c3ab19ebf4bc%2Fchangelog-2026-07-22-tags-advanced-filters.png?alt=media" alt="Advanced tab of the Tags filter with and / or conditions"><figcaption></figcaption></figure>
{% endstep %}
{% endstepper %}

## Filter on any column or KPI value

{% stepper %}
{% step %}

### Open More...

Click **More...** at the end of the filter bar. The list shows every attribute and numeric column you can filter on. Type in the search field to find one.

<figure><img src="https://1706504082-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fqoq879Ev7JtRbqynigdG%2Fuploads%2Fgit-blob-dd6148ad07153db4fb07ec801ebb706175be970b%2Fchangelog-2025-10-filter-dropdown.png?alt=media" alt="The More... filter list with its search field"><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Set the condition

Pick the attribute and choose the values, or enter a range for a number. Use **Is empty** to find products with no value, for example no purchase price.
{% endstep %}

{% step %}

### Or filter from the column header

Hover a column header and click the filter icon to set the same filter right there.

<figure><img src="https://1706504082-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fqoq879Ev7JtRbqynigdG%2Fuploads%2Fgit-blob-2364a0ad9d4af9ebe3319ec4eb99705c6b8b828b%2Fchangelog-2025-10-filter-column.png?alt=media" alt="Filter opened from a column header"><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Include or exclude

For most filters, choose whether to keep the matching products ("Include products that match this filter") or hide them ("Exclude products that match this filter").
{% endstep %}
{% endstepper %}

## Sort on several columns

{% stepper %}
{% step %}

### Sort on one column

Click a column header. Click again to reverse the order.
{% endstep %}

{% step %}

### Add more sort columns

Hold Ctrl (Cmd on Mac) and click another header. A number on each sorted column shows its priority.

<figure><img src="https://1706504082-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fqoq879Ev7JtRbqynigdG%2Fuploads%2Fgit-blob-cb09981aed3103327ad5aed1fa2229f161b824bf%2Fchangelog-2026-09-25-demand-planning-sorting.png?alt=media" alt="Product list sorted on several columns, with priority badges on the headers"><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Manage sorts in the Sort panel

Click **Sort** to see all sorts in order. Use **Add sort** to add one, or remove one you no longer need.
{% endstep %}
{% endstepper %}

## Group the list and read subtotals

{% stepper %}
{% step %}

### Add a group

Click **Group** > **Add group** and choose a tag category, supplier, customer or site. Add a second group to nest it, for example supplier, then family.
{% endstep %}

{% step %}

### Read the subtotals

Each group shows subtotals for its columns. **Grand total**, at the bottom, sums up the whole list.

<figure><img src="https://1706504082-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fqoq879Ev7JtRbqynigdG%2Fuploads%2Fgit-blob-f4b147dd52870ce368355c1709692f84699ec18b%2Fchangelog-2026-09-25-demand-planning-grouping.png?alt=media" alt="List grouped by category with subtotals and a grand total"><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Change how a subtotal is calculated

Click a subtotal (**Click to change aggregation method**) and pick another method, for example an average instead of a sum.
{% endstep %}

{% step %}

### Open or fold all groups

Use **Expand all** or **Collapse all** next to **Group**. Hover a group header to see how many alerts the group contains.
{% endstep %}
{% endstepper %}

## Act on a whole group

{% stepper %}
{% step %}

### Select the group

Tick the checkbox of the group header. All products of the group are selected.
{% endstep %}

{% step %}

### Run a bulk action

Use the action bar that appears to run a bulk action on the selection, for example assign a tag or change the lead time.

<figure><img src="https://1706504082-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fqoq879Ev7JtRbqynigdG%2Fuploads%2Fgit-blob-30f732ce54b5a179fbc91ab378345ba62ebd146c%2Fchangelog-2026-04-15-bulk-actions-list.png?alt=media" alt="Bulk actions available on a selection of products"><figcaption></figcaption></figure>
{% endstep %}
{% endstepper %}

## Result

Your list shows only the products you need, in the order you want, with subtotals per group. Click **Save view** to keep this setup, or **Reset view** to go back to the saved view.

## Related

* [Views and filtering](/concepts/concepts/views-and-filtering.md): how filters, sorting and grouping work.
* [Set up and manage views](/everyday-tasks/how-tos/set-up-views.md): save your setup as a view.
* [Add KPI columns](/everyday-tasks/how-tos/add-kpi-columns.md): add the metrics you want to filter and sort on.
* [Alerts](/concepts/concepts/alerts.md): filter on stock and demand alerts.