Skip to main content

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.

The Add Column feature allows you to create custom fields directly in Retailgrid. You can add manual columns for notes or inputs, single-select columns with auto-colored value pills, calculated columns that automatically compute values using formulas, or analytical-metric columns that draw from a curated library of pre-built retail metrics. This makes Retailgrid flexible for pricing analysis, margin calculations, data enrichment, status tracking, and operational workflows.
Add Column toolbar button

1. How to add a column

Step 1: Open the Add Column menu

  • Click Add Column in the top toolbar.

2. Select column type

You will see four options:
Column type picker (four options)

Standard column

  • Create a column with a fixed data type
  • Used for:
    • Notes
    • Flags
    • Manual inputs
    • Tags

Single Select / Status

  • Create a column whose values come from a fixed set of choices, each rendered as a colored pill
  • Colors are mapped automatically and consistently per value
  • Used for:
    • Product roles (KVI, Core, Niche, Seasonal)
    • Workflow states (Draft, In Review, Approved)
    • Risk tiers (Low, Medium, High)

Formula column

  • Create a column calculated from other columns
  • Used for:
    • Margin
    • Revenue
    • Price differences
    • KPIs

Analytical metric

  • Pick a single pre-built retail metric (margin, revenue, price index, elasticity, etc.) and choose its timeframe.
  • Best for dropping in one extra metric without leaving the Add Column flow.
  • For adding several metrics at once — each with its own timeframe — use the dedicated Metrics picker in the top toolbar instead.
Choose Standard for manual input, Single Select for status / categorical pills, Formula for custom calculations, or Analytical metric for ready-made retail KPIs.

3. Standard column

Standard column configuration form

3.1 Column name

  • Enter a clear name (e.g. Margin, Discount %, Notes)
  • Limit: 100 characters

3.2 Column type / display format

Choose how values should be interpreted:
TypeUse Case
TextNotes, labels
NumberQuantities, counts
CurrencyPrices, revenue
PercentageMargin, discount
DateEvents, timestamps
ToggleYes/No flags

3.3 Column color (optional)

  • Assign a color for quick visual grouping
  • Useful for:
    • Custom fields
    • KPI highlighting
    • Workflow states

4. Single Select / Status column

The Single Select column type renders each value as a colored pill, with colors mapped automatically and consistently to values.
Status column with auto-colored pills

4.1 How it works

  • Type or pick a value in the cell. Existing values are offered in a dropdown; new values are accepted on the fly.
  • Each unique value is assigned a color from a fixed palette. The same value always gets the same color across the grid - so KVI is always blue, Core is always orange, and so on.
  • The mapping persists across reloads. You don’t configure the colors manually.

4.2 When to use it over Standard - Text

Use Single Select when the value space is bounded and you want at-a-glance grouping. Use Standard - Text for free-form notes where every cell is unique. Good Single Select use cases:
  • Product role (KVI, Core, Niche, Seasonal, Promo)
  • Workflow status (Draft, In Review, Approved, Rejected)
  • Risk / priority tiers (Low, Medium, High)
  • Source channel (Online, Store, Both)

4.3 New values

When you type a value that hasn’t appeared in the column before, Retailgrid adds it to the dropdown and assigns the next available color. There’s no separate “manage values” screen - just typing creates the value.