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 turned on for your whole organization in Assortment Plan Settings. It is off until someone turns it on.

Open Assortment Plan, or click the refresh button on a plan that is already open, to see the Rollups button. 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.

Each tab is a page of widgets, saved for everyone who opens the panel. 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.

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 among the regular tabs.

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.

Static tabs are the standard tabs your team relies on, such as Overview and Reconciliation. Click Set as static to make a tab static. Static tabs:

Click Unset static to turn a static tab back into a regular tab. A duplicated tab is never static.

Click Delete and confirm. The tab and its widgets are deleted permanently. To delete a static tab, unset it first.

Click ? in the dialog header to open this article.

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, and the shares of the total described below.

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.

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.

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.

The Rollups panel is off for your organization. Turn on Rollups Panel Enabled in Assortment Plan Settings, as described in Turning On the Rollups Panel, 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.

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