> ## Documentation Index
> Fetch the complete documentation index at: https://docs.retailgrid.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Configure grid

> Customize your grid layout by choosing visible columns, sorting, grouping, pinning, filtering, and saving views.

Once your **Grid** is created, you can configure the grid to match your pricing workflow.

Retailgrid gives you full control over:

* Visible columns
* Column order
* Pinned columns
* Sorting
* Grouping
* Saved views

Below is how to configure your grid efficiently.

<Note>
  Your grid layout — visible columns, order, sorting, grouping, and filters — **autosaves as you work**, with a confirmation in the status line at the top of the grid. There's no "Leave site? Changes you made may not be saved" prompt to worry about. **Views** (see step 7) are for naming and switching between distinct saved layouts, not for avoiding lost work.
</Note>

## Search the grid

Use the grid **search** box to find a product by *any* attribute — SKU, name, brand, EAN, supplier, category, or any custom field — without building a filter. Type a value and the grid narrows to matching rows instantly. Clear the search to return to the full set.

## 1. Select visible columns

You can show or hide any column.

### How to do it

1. Click **Columns** in the top toolbar
2. Use the search field to find a column
3. Click the eye icon to:
   * Show column
   * Hide column
4. You can also use **Hide All** if you want to rebuild the layout from scratch

The Columns panel groups related columns into expandable sections, supports search, expand/collapse, and bulk show/hide for faster navigation in large grids.

### Column type icons

Each column header shows a small icon indicating its type:

* **Editable** — manually entered values you can change row by row.
* **Formula** — calculated from other columns; values update automatically.
* **AI-generated** — populated by a Retailgrid AI action (e.g. enrichment, classification).

### Best practice

Keep only what you need for the task.\
Example for pricing work:

* Product Name
* Price
* Unit Cost
* Margin
* Competitor Price
* Status

## Visible columns

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/retailgrid/images/grids/columns-panel.png" alt="Columns panel with grouped sections, search, and bulk show/hide controls" />
</Frame>

## 2. Order columns by drag and drop

You can rearrange columns freely.

### How to do it

* Click and hold a column header
* Drag it left or right
* Drop it where you want it

### Recommended layout

Left (fixed reference):

* Product Name
* Product ID

Middle (analysis):

* Price
* Unit Cost
* Margin
* Elasticity

Right (attributes):

* Brand
* Category
* Manufacturer

Organize based on your workflow.

## 3. Pin columns

Pinning keeps important columns visible while scrolling.

### How to pin

1. Click the three-dot menu on a column header
2. Select **Pin Column**
3. Choose:
   * Pin Left
   * Pin Right

### When to use

Pin Left:

* Product Name
* SKU

Pin Right:

* Status
* Actions

Pinning is essential when working with many pricing metrics.

## Pin column

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/retailgrid/images/image-13.png" alt="Column 3-dot menu open with Pin Column options" />
</Frame>

## 4. Sort values

You can sort any column.

### How to sort

* Click column header to toggle ascending / descending\
  OR
* Use the column menu → Sort Ascending / Descending

### Example use cases

* Sort by **Price Descending** → find premium items
* Sort by **Unit Cost Descending** → detect cost risk
* Sort by **Margin Ascending** → identify weak SKUs

You can also **Clear Sort** from the column menu.

The image column is sortable and filterable like any other column; products without an image show a placeholder so missing imagery is easy to spot.

## Sorting

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/retailgrid/images/image-42.png" alt="Column header with active sort indicator" />
</Frame>

## 5. Group products

Grouping lets you analyze structured segments.

### How to group

1. Drag a column into the grouping area (if enabled)\
   OR
2. Use the Group column (if preconfigured)

Example groupings:

* Group by Product Group
* Group by Brand
* Group by Category

You'll see collapsible sections:

* Oranges (2)
* Blueberries (2)
* Romaine (2)

### Why grouping matters

* Compare pricing inside category
* Spot inconsistencies
* Review margin distribution by group

Grouping turns a flat list into a structured analysis tool.

### Value aggregation per column

When grouping is active, each numeric column rolls up to a single value per group. Retailgrid picks a sensible default based on the column's semantic type — **Sales** sums, **Price** and **Margin** average, **Product ID** counts. Aggregation runs on the backend so the rolled-up values stay correct and consistent across any grid size.

To override the default, open the column header's three-dot menu → **Value Aggregation** and pick from `None`, `Sum`, `Average`, `Min`, `Max`, `Count`. Your override is per-column and persists with the grid view.

## Group

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/retailgrid/images/image-14.png" alt="Grouped grid view with collapsible category sections" />
</Frame>

## 6. Filter columns

Filtering allows you to narrow down products based on specific criteria — instantly focusing on what matters.

You can filter any column (numeric, text, status, etc.).

### How to apply a filter

1. Click the **filter icon** in the column header
2. Choose a condition from the dropdown
3. Enter your filter value
4. The grid updates immediately

### Numeric filters (price, cost, margin, etc.)

For numeric columns, you can use:

* Greater than
* Less than
* Equals
* Not equal
* Between

### Example

* Price **Greater than 2**
* Unit Cost **Less than 3**
* Margin **Below 20%**

You can also combine conditions using:

* **AND**
* **OR**

Example:

* Price > 2 **AND** Price \< 5

This helps you isolate specific price corridors.

### Text filters (brand, product name, SKU, etc.)

For text columns, you can filter by:

* Contains
* Equals
* Starts with
* Ends with

### Example

* Brand equals *Arla*
* Product Name contains *Greek*

## Filtering

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/retailgrid/images/image-15.png" alt="Filter dropdown on a column header" />
</Frame>

## 7. Save view as default or create your own view

Once your layout is configured, save it as a named view to switch back to later. (Your working layout already autosaves — named views are for keeping several distinct setups side by side.)

### How to save

1. Click **Views** in the toolbar
2. Enter a name (e.g., "Margin Analysis")
3. Click **Add**

You can:

* Keep Default view
* Create multiple custom views
* Switch between them instantly

### Example saved views

| View Name        | Purpose                      |
| :--------------- | :--------------------------- |
| Margin Review    | Price, Cost, Margin columns  |
| Competitive View | Price, Competitor Price, CPI |
| Operations       | SKU, Barcode, Status         |
| Elasticity       | Elasticity, Revenue, Price Δ |

Saved views allow different teams (pricing, category, operations) to work in the same grid with different layouts.

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/retailgrid/images/image-16.png" alt="Saved view appearing in the Views toolbar dropdown" />
</Frame>

## Reset layout

If needed, click **Reset** to restore the default configuration.