Create grid

A Grid in Retailgrid is your focused pricing workspace — a selected set of products where you analyze, optimize, and execute pricing decisions.

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What is a grid?

A Grid is:

• A filtered subset of your product catalog
• A working environment for pricing and analysis
• A place to run agents, apply rules, and export results

You can create multiple grids for:

• A specific brand (e.g., Arla)
• A category (e.g., Dairy)
• A campaign
• A pricing experiment
• A country or channel

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Step 1. Go to grid

From the main navigation:

• Click Grids
• Click + New (top right)

You’ll enter the Manual grid creation screen.

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Grids view

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Step 2. Name your grid

At the top:

• Enter a clear, descriptive name
  Example:
  • Arla
  • Dairy – Margin Optimization
  • March Price Test

You’ll see a live counter showing how many products are selected.

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Name your grid

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Step 3. Search and filter products

Use filters to define your working scope:

• Search products (by name or ID)
• Brand
• Product type
• Status

Example:

• Filter by Brand = Arla
• Select all filtered products

The product counter updates in real time.

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Filter products

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Step 4. Select products

You can:

• Select individual SKUs
• Select all filtered results
• Clear selection

This defines exactly which products will be included in your grid.

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Step 5. Click “Proceed”

After selecting products:

• Click Proceed
• Retailgrid creates your Grid
• Retailgrid opens the grid view

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Step 6. Start working in your grid

Your new grid opens in spreadsheet-style grid format. From here you can:

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Analyze

• Sort and filter
• Compare price vs cost
• Review margin gaps

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Modify

• Edit prices directly
• Add calculated columns
• Apply bulk updates

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Execute

• Use Agents
• Run pricing rules
• Export data
• Prepare price updates

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Grid is ready

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Change which products are in the grid

The selection you made in Step 3 isn’t permanent. Click Scope in the top-right of the grid toolbar to reopen the grid’s definition and change it. The Define Scope panel holds more than the product selection:

• Grid grain - whether a row is one product or one product-store combination. See Product and SKU-Store grid views.
• Competitor context - Store and Zone narrow both the grid’s rows and its competitor metrics. Competitors and the Observed from / Observed to dates narrow the metrics only, so you can ask “how did we sit against these two competitors last month” without changing which products are in the grid.
• Filters - build the row set with Add field filter (on a product attribute) and Add metric filter (on a computed metric such as margin or sales). Combine them into nested groups with Add group, and set each group to AND or OR.
• Preview - the matching row count and a sample of the rows, updating as you change the filters. Check it before you apply: a filter combination that returns zero rows is easier to spot here than in an empty grid.

Applying a new scope refreshes the grid against it.

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How your grid stays fresh

Every grid is refreshed automatically overnight with the latest data from your datasets. You don’t need to trigger a manual refresh after replacing a file — the next night’s run picks it up.

• Nightly refresh — runs once per day during an off-hours window and covers every active grid.
• On-demand updates — replace a dataset on the Datasets page at any time; the change becomes visible in your grids on the next nightly refresh, or sooner if you manually run an agent against the grid.
• Per-grid status — failed refreshes are visible in the Runs section, where system-triggered nightly jobs appear alongside user-triggered runs.