🗂️ Datasets in the Allocation Details Panel

What's new

The Allocation Details panel now has a dataset selector, and it shares its datasets with the Allocation Plan page. Switch between saved filter and time frame combinations right inside the panel — no more rebuilding filters every time you open it.

What you can do

Switch datasets inside the details panel
– Click the
Datasets
button next to
Filters
to apply a saved dataset's filters and time frame.
Use one shared dataset pool
– Datasets you save on the Allocation Plan page show up in the details panel, and datasets you save in the panel show up on the plan page.
Open a view with its own dataset
– Pin a dataset to a saved view with
Change Default Dataset
, so the view always opens with the right filters and time frame.
Keep the strategy focus
– Whichever dataset you pick, the panel stays scoped to the strategy you drilled into.

Why it helps

Jump between saved location lists (e.g. outlet vs. branded stores) without re-adding filters each time.
Control the details panel's time frame per view or per dataset instead of relying on a single default.
Reuse the datasets your team already maintains on the Allocation Plan page.

You can see what it looks like below

Learn more: Allocation Module Views and Data Sets