new
Merchandise Plan
Assortment Plan
Item Plan
Allocation
π Your Visualization Saves with the View
What's new
Your chart now saves with the view. Set up a visualization once β pick the rows you want to plot, choose a chart type, hide the series you don't need β then save the view, and it's waiting for you every time you open it.
What you can do
- Keep your chart after a reloadβ Refresh the page, switch to another view and come back, or change a filter or date range. Your chart returns exactly as you left it.
- Keep the exact rows you plottedβ The rows you clicked are remembered along with the grouping level they sit at, so a chart built on a sub-level stays on that sub-level instead of jumping up to a total.
- Keep your chart type and hidden seriesβ Whichever chart type you picked comes back with the view, and any series you hid from the legend stays hidden.
- Share a chart with your teamβ The chart belongs to the view, so everyone who opens that view sees the same one.
- Clear it when you're doneβ Turn Visualize off and save the view to take the chart off it.
- Use it across your planning gridsβ Works in Merchandise Plan, Item Plan, Allocation, and the Metrics and Reporting panels in Assortment Plan.
Why it helps
- Stop rebuilding the same chart every morning β set it up once and it's there.
- Shared views now carry their chart, so your team starts from the same picture instead of each person recreating it.
- Nothing changes behind your back: your chart is only updated when you save the view.