The Rollups panel sits above the grid in Assortment Plan. It summarizes the choices in your current filter and timeframe in tabs of KPI tiles, tables and charts. Use it to see how the assortment is doing against plan, last year and your Merchandise Plan without leaving the plan.

The Rollups panel is on for every organization. To hide it for your whole organization, turn it off in Assortment Plan Settings:

Turn it back on the same way. Open Assortment Plan, or click the refresh button on a plan that is already open, to see the change. Users who can edit Assortment Plan Settings can change this setting. If you can't, ask your admin.

While the panel is off, Assortment Plan shows the earlier rollups bar above the grid instead. See Assortment Rollup.

In Assortment Plan, click Rollups in the toolbar. The panel opens above the grid on its first tab.

Everything in the panel reports on the same choices and weeks as the grid: the dataset the page last ran, with the grid's current filters, including filter changes you have not saved to the dataset. When you pick another dataset, click the refresh button on the page. The widgets update together with the grid.

Click the expand icon in the top-right corner of the panel to view it full screen. Click Rollups again to close the panel.

The open tab is part of the page's link. Click Copy Link to Page, or copy the address from your browser, while the panel is open on a tab. Whoever opens the link lands on Assortment Plan with the Rollups panel open on that tab. If the tab is private to you or hidden for them, the panel opens on its first tab.

Each tab is a page of widgets. Changes to tabs and widgets save automatically, and a short message confirms each one, for example Season Scorecard saved. A tab's description shows at the top of the tab, next to an info icon. Hover over a tab and click its ⋮ menu to manage it.

Toolio tabs are standard tabs that Toolio sets up for every organization: Overview, Product Mix, Buy Plan, Reconciliation, Season to Date and Forward Look. They show a Toolio mark before their name and always come first in the tab strip.

Every other tab has a permission, shown by the icon before its name. Hover over the icon to see it. These are the same permissions as saved views in the grid.

Tabs are grouped in that order, after the Toolio tabs. Toolio and Public - Restricted tabs keep their places, so the panel always opens on the same standard tabs. Public and private tabs can be moved within their group.

To change a tab's permission, click Change permission in its menu. Admins can manage these permissions for the whole organization in Settings, under View Permissions (Assortment Plan - Rollups).

If you can't change a tab, its menu offers Duplicate and Hide for me, and you can't add, move or paste widgets on it.

Click + at the end of the tab strip, enter a Tab name and click Add. The new tab opens empty, ready for widgets.

Click Rename, type the new name and click Rename. Click Move left or Move right to change the tab's position within its group.

Click Edit description to add a short note about what the tab shows, up to 500 characters. Hover over a long description to read it in full.

Click Duplicate to copy the tab with all of its widgets and its description. The copy is added at the end of the strip. A copy of a Toolio tab is a private tab.

Click Hide for me to remove a tab from your tab strip. It is hidden only for you; everyone else still sees it. To bring it back, click the ⋮ button next to +, which lists your hidden tabs, and click Show followed by the tab's name, for example Show Overview.

Click Delete and confirm. The tab and its widgets are deleted permanently. Toolio tabs can't be deleted; hide them instead.

Click ? in the dialog header to open this article.

Click Preview in the dialog footer to open a preview beside the form. It shows the widget exactly as it will look on the tab, with the panel's current dataset, filters and weeks. The preview updates a moment after you stop changing the form. Until you pick a metric, it says Pick a metric to see the widget.

Previewing saves nothing. Click Hide Preview to close it, or Cancel to leave without saving.

Pick any metric the widgets can calculate: stored metrics plus derived metrics built from simple formulas. Variants include Act, Plan, the last-year variants such as Act LY, Merchandise Plan, variances such as % Var Act vs. Plan, the actualized variants and the shares of the total described below.

Distinct SKU Count, Distinct Choice Count, Distinct Style Count and Distinct Location Count count how many different SKUs, choices, styles or locations the widget covers, the same way as in Reporting.

The actualized variants show where the season is heading: actuals for the weeks that have closed, and the plan for the weeks still to come.

The weeks that count as closed are the same as for To Date: up to last week, or up to this week if your organization counts the current week in to-date columns. A closed week without sales counts as zero, not as its plan.

Compare them with these variances, or with their Var versions in units or dollars:

To change the order of the metrics, drag a metric row by the handle on its left. The handle shows when the widget has more than one metric.

Click Variants to open the variant list. It is the same list as Variants in the grid's view menu: search at the top, and the selected variants first. Drag a selected variant by its handle to move it, or hover over it and click Move to top.

The order of metrics and variants decides the tiles, the table columns, the chart series and the headline of a Number tile. In a Table, all metrics share one variant order: when you reorder one metric's variants, the same variants move in the other metrics too.

% of TTL and % of Grand TTL show each group's share of a total, like the columns of the same names in the planning grid. Both are available for Act, Plan, Act LY, Plan LY and MP, for example Plan % of Grand TTL.

A Top setting does not change the total. The groups you see keep their share of all groups, so they don't need to add up to 100%. Pie Chart widgets offer % of Grand TTL only, because a pie shows one whole.

Pick one or more attributes, such as Category, Color or Style No, to split the widget into one row, bar or slice per group.

Time Group decides which weeks the widget totals and how it buckets them. The Choosing a Time Group section below explains each option.

With a grouping, pick Top 5, Top 10 or Top 25 to keep the highest groups, or Bottom 5, Bottom 10 or Bottom 25 to keep the lowest. Then pick the metric in Sort by and its Variant. The sort metric does not need to be one of the widget's metrics.

Groups with no data in the sort variant are left out, so a Bottom 10 list doesn't fill up with empty rows. If no group has data yet, the widget lists them all.

Width is 1 column, 2 columns or Full row. Height is 1 row, 2 rows or Full height. Taller widgets let shorter ones stack beside them.

Every option below Total reports over its own weeks instead of the dataset's timeframe; the dataset's filters still apply. These widgets show a badge next to their title, such as To date, L4W or MTD. Hover over the badge to see the exact weeks.

Number and Pie Chart widgets offer Total and the options below it. Line Chart widgets offer the weekly to half-yearly options and Total. The options below Total are available on retail (week-based) calendars.

To date cuts the dataset's timeframe at the last closed week, so actuals, plan and last year compare over the same weeks. If your organization counts the current week in to-date columns, the current week is included too.

This matters in-season. Total adds up the whole timeframe, including weeks that have not happened yet, so plan and last year count weeks that have no actuals. A season can read as far behind plan on Total while it is close to plan on To Date.

Last Week and Last 4/8/13 Weeks count closed weeks back from this week, the same way as the LW to L13W columns in the planning grid. This week never counts. They give a recent trend that does not depend on the dataset's timeframe.

These run from the first week of the current retail period up to the last closed week, the same way as the MTD to YTD columns in the planning grid. The last closed week is last week. If your organization counts the current week in to-date columns, the current week is included too.

Click a widget's ⋮ menu to manage it.

To reorder widgets, drag a widget by its header and drop it in its new place.

A Table widget shows as many rows as fit on the card. When there are more, click +N more rows below the table to see them all, then scroll inside the table. Click Show less to collapse it again. A collapsed table doesn't scroll, so scrolling over it moves the panel.

When a table has more columns than fit, an arrow shows at the right end of its header. Click it, or scroll sideways, to see the rest.

On a Table widget, click Quick Filter (the search icon next to ⋮) and type. The table shows only the rows whose name contains every word you type, so men tops finds Men · Tops. The filter works on the rows the widget shows, after Top, and it isn't saved with the widget.

Reporting opens with the widget's time group, or on exactly the widget's weeks for To Date, the rolling weeks and the periods to date. A Top setting carries over as the sort; Reporting lists every group in that order.

Act / Plan opens as Plan and Act / MP as Merchandise Plan. Turn on Actualize in Reporting to see the same numbers as the widget.

With the panel open, you can ask Tooli about your widgets, have it check them for problems, and have it add or change widgets on your own Private tabs. Tooli shows each new widget or change as a proposal at the top of the panel, and nothing is saved until you click Apply. See How Do I Build and Check Rollups Widgets with Tooli? in the Tooli collection.

Someone in your organization turned the Rollups panel off. Turn on Rollups Panel Enabled in Assortment Plan Settings, as described in Turning the Rollups Panel Off or On, then refresh the plan.

A widget on Total adds up the whole timeframe, including future weeks that only have plan and last year. Switch the widget's Time Group to To Date (timeframe so far) to compare the same elapsed weeks.

In the first week of a month there is no closed week in that month yet, unless your organization counts the current week. The same applies to quarters, halves and years. Hover over the badge to check.

The dataset's timeframe starts after the last closed week, for example when you are planning next season. Use Total to review a plan before its season starts.

Toolio tabs are standard tabs that Toolio keeps up to date for every organization. Click Duplicate to get your own private copy, and change that instead.

Click the ⋮ button next to + at the end of the tab strip. It lists the tabs you have hidden. Click Show followed by the tab's name to bring it back.

Widgets follow the dataset the page last ran, like the grid does. Click the refresh button on the page to apply the new dataset.