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🏷️ Ask Tooli About Your Dynamic Groups

What's new
Tooli can now read the dynamic groups you've set up, so you can ask which group a value sits in, or what rolls up under a group, right in the chat.
What you can do
  • Ask where a value sits:
    "Which group is Hats in?" Tooli names the group in every grouping that has assigned that department. The same value often sits in a different group depending on the grouping, so you get all of them, not just one.
  • Ask what's in a group:
    "Which departments roll up under All Accessories?" Tooli returns the values assigned to that group and how many there are.
  • See your groupings for any attribute:
    Ask what groupings exist over Department, Class, Vendor, Color, or your locations, and Tooli lists them with the number of groups in each.
  • Ask what a saved view is grouped or filtered to:
    When a view, report, or rule points at a dynamic group, Tooli can now look that group up and tell you its name and what's in it.
  • Count what landed in Other:
    For groupings with Other switched on, Tooli reports how many unassigned values ended up there.
Why it helps
  • Check what a group contains without opening the Dynamic Grouping menu in each module.
  • Find every grouping a vendor or department belongs to in one question, which matters when each department has its own scheme.
  • Know what a saved view is filtered to before you read the numbers off it.