Grid Sorting and Filtering

All grids within ForecastRx Data Management and Purchasing screens offer the user the ability to select which columns to display and then order, sort and search those results.  The data exports from those grids will follow the same set of criteria as the display in most cases.

Note: These settings are individual for each grid and user that logs in.  As a convenience, they save across a user’s sessions.

 

Grid Sorting

Sort: To sort all of your data based on a single column, click on the header of the column you wish to sort on.  The options for sorting are ascending (up triangle), descending (down triangle) or no sort (blank) to the left of the header name.

 

Multi-Sort: Sort using multiple columns by holding SHIFT as you sort each column.  When using this option, the arrow will have subscript next to it to signify the sort levels.

 

 

Grid Filtering

Search: Columns can be searched within using the arrow icon in the column header.  Search options are unique to the type of data that is contained within a specific column. 

• Text: provide any part of the resultant text

• Date: provide a start date, end date, or both

• Value: provide a minimum, maximum, or both 

• Boolean: choose true or false (used in Hidden tab)

• List:  choose term from a predefined list

 

Active Filters: Once a search filter has been enabled on a column, the search triangle in the upper right of the column header changes from gray to blue telling you that you have an active filter in that column.  Remove these search conditions by simply clearing out the previously provided criteria.

 

Why does my export sometimes contain different columns than what I selected (example-hidden columns or charts)?: Some columns that contain charts are not exportable. Other columns, such as unique keys, may be added to a data export to help with importing of that data later on.

 

Grid Customization

Select: To select which columns to display, click the Column Selector icon. Dark Blue indicates a column that will show. Light Blue indicates a required column.  White indicates a column that will hide.  You may choose to Revert To Default, which will display a set of commonly used columns, or Save and Apply to exit the selector with your desired settings.

 

Order:  Drag columns right or left to display data in the order you specify. NOTE: Some columns are anchored in a fixed position due to display functionality.

 

Pin Columns: Select the pin icon to pin the column to the left side of the grid. This enables you to have a continuous view of the pinned columns as you scroll through the remaining columns. SKU will be pinned by default but can be unpinned at any time. Pinned columns can be saved in your grid configurations as well. 

 

Saving Custom Grid Configurations:

If you want to save a grid configuration, whether its a certain order of the columns, columns shown, or filter, you can do this by typing a name in the "grid layout" box and then hit the green save icon. You can save multiple grid configurations through this feature. 

 

RestockAMZ Grid Sorting and Filtering

RestockAMZ filtering and sorting is similar to Manage Company and Purchasing. Grid layouts can be saved using the Grid Layout dropdown at the top of the grid, the same as the rest of the application. Columns can also be dragged into different positions in the same fashion as the rest of the application.

We will use Restock Recommendations as an example below for RestockAMZ specific sorting and filtering: 

Enable/disable columns: Select the blue square with the 3 lines at the top right of the grid to select columns to display. 

Search SKUs or ASINs: Type in the SKU or ASIN into the search box at the top right of the grid. You can search partial SKUs to filter out all items that include the entered information. 

 

Sort columns ascending/descending: Select any of the column headers to sort all data by that field. An arrow will appear next to the field when it is sorted ascending or descending. 

 

Filter by Flag or Status: At the top right of the grid, you can select specific statuses or restock flags to filter the grid.

 

Additional Filters: Selecting Filter at the top right of the grid will open a window to select additional filters like Tags, Inbound, and Product Name. 

                                                                                                                                                 

If you would like to schedule a meeting with a member of our team—let us know, we are here to help!