The Rollups panel sits above the grid on the Merchandise Plan page. It summarizes the plan you have open in tabs of KPI tiles, tables and charts, using the page's filters, weeks and scenario. Use it to see how the plan is doing against actuals and last year without building extra views.
The panel works the same way as in Assortment Plan: the same tabs, widget types, time groups and widget menu. This article covers what is different on the Merchandise Plan page. For adding widgets and managing tabs, see How Do I Use the Rollups Panel in Assortment Plan?
Use Cases
Start from the standard Toolio tabs to review the plan, inventory and receipts, and the weeks ahead.
Keep a scorecard of sales, margin and inventory for the plan, against actuals and last year.
Compare the selected scenario with actuals in a few tiles, without switching views.
Check how inventory and receipts flow in the coming weeks.
Put Assortment Plan numbers next to the Merchandise Plan on the same rows, if your organization uses both.
Opening the Rollups Panel
On the Merchandise Plan page, click Rollups in the toolbar, next to the quick filter. The panel opens above the grid on its first tab.
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 panel and Visualize share the space above the grid, so opening one closes the other.
The panel is on for every organization that uses Merchandise Plan. There is no setting to turn it off on this page. The Rollups Panel Enabled setting in Assortment Plan Settings only applies to the Assortment Plan pages.
What the Widgets Read
Every widget reports on the same plan and rows as the grid:
Plan: the plan you have open.
Scenario: the scenario selected on the page. Widgets show it as
MP Plan.Weeks: the page's timeframe, on the plan's own calendar. Weeks, months and To Date in the widgets match the grid's columns, even when the plan's calendar differs from your organization's.
Filters: the page's filters on the plan's attributes, and on Location attributes on a location plan.
The widgets update when the page loads and each time you click the refresh button. Change a filter or the timeframe, then click refresh to update the grid and the widgets together.
Generate Inventory
When Auto Generate Inventory is on, the widgets roll inventory forward the same way the grid does, with the same scenarios, Actualize and Rolling Inventory settings. Future BOP and EOP in a widget then match the grid. Turning any of these on or off updates the widgets too. See Generate Inventory in Merchandise Plan.
Working With Tabs
The Merchandise Plan page has its own tabs, separate from the Assortment Plan's. You add, rename, duplicate, hide and delete them the same way. See Working With Tabs in the Assortment Plan article.
The tabs are the same on every plan. A widget grouped by an attribute uses the same attribute on the plan you have open.
Tabs have the same permissions as in Assortment Plan. Admins can manage them in Settings, under View Permissions (Merchandise Plan - Rollups).
The open tab is part of the page's link. Click
Copy Link to Pagewhile the panel is open, and whoever opens the link lands on the same tab.
Toolio Tabs
Toolio tabs are read-only standard tabs that Toolio sets up for every organization. On the Merchandise Plan page they are Plan Overview, Inventory & Receipts and Forward Look. They show a Toolio mark before their name and come first in the tab strip.
They use Merchandise Plan variants only, so they work whether or not your organization uses Assortment Plan.
Toolio keeps them up to date, so their widgets can change over time.
To make your own version, click
Duplicatein the tab's menu. The copy is your own private tab, and you can change it freely.
Variants on the Merchandise Plan Page
Every variant names the plan it reads: MP for the Merchandise Plan and AP for the Assortment Plan. The variants you pick show at the top of the Variants list.
Variant | What it shows |
| The scenario selected on the page |
| The plan's actuals |
| Actuals one or two years back |
| Actuals for the closed weeks and |
Each of them also has a % of TTL and a % of Grand TTL version, for example MP Act % of TTL.
The comparisons come as a percent and as a difference. For example:
MP Act vs. MP Plan %andMP Act vs. MP PlanMP Act vs. MP Act LY %MP Plan vs. MP Act LY %MP Act / Plan vs. MP Plan %
MP Act / Plan
MP Act / Plan is the same as the grid's numbers with Actualize on: actuals for the weeks that have closed, and the selected scenario for the weeks still to come. Use it to see where the season is heading. To compare the plan with actuals on Total in-season, use MP Act / Plan or switch the widget to To Date, so both sides cover the same weeks.
Metrics and Formulas
Widgets offer the Merchandise Plan's metrics, plus derived metrics built from simple formulas. Formulas read the same data as the grid:
A formula that always reads a fixed scenario, such as
Open to Buy, reads the Merchandise Plan on anMPvariant.A metric that the grid shows as zero on actuals shows zero on
MP Acttoo, and on the closed weeks ofMP Act / Plan.When a formula needs data the Merchandise Plan doesn't have, the widget shows a dash (
—).
Assortment Plan Data on This Page
If your organization also uses Assortment Plan, the AP variants are offered too: AP Act, AP Plan, their last-year versions, AP Act / Plan and the Assortment Plan's snapshots. They are added to the plan's rows through the attributes both plans share, so you can show MP Act beside AP Plan in one table.
A grouping attribute that the Assortment Plan doesn't have shows a dash (
—) for theAPvariants.When some of the page's filters can't apply to the Assortment Plan data, an info icon shows next to the widget's title. Hover over it to see which filters the Assortment Plan numbers don't follow.
Group By
Group By lists the plan's own attributes, plus Location attributes on a location plan. If a widget groups by an attribute the open plan doesn't have, the widget says so. Edit it to group by one of the plan's attributes.
Using Tooli With the Rollups Panel
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. Nothing is saved until you click Apply. A tip at the top of the panel offers Check This Tab and Build Widgets to start; click × to close it. See How Do I Build and Check Rollups Widgets with Tooli?
Things to Know
Widgets read weekly data. On a plan with a monthly or daily calendar, they show Rollups widgets read weekly data, and this plan uses a monthly calendar instead of numbers.
When the grid projects the plan to a Gregorian calendar, the widgets still use the plan's own weeks and months.
A Merchandise Plan grid added to a dashboard doesn't show the
Rollupsbutton.The widget menu on this page has no
Open in Reporting.Distinct counts, such as
Distinct SKU Count, are only offered on the Assortment Plan pages.Merchandise Plan snapshots aren't offered as variants yet.
FAQs
Why Don't I See the Rollups Button?
The button shows on the Merchandise Plan page itself. It doesn't show on a Merchandise Plan grid inside a dashboard.
Why Does My Widget Say This Plan Uses a Monthly Calendar?
Rollups widgets read weekly data, and the plan you have open is planned by month or by day. Open a weekly plan to see the widgets.
Why Didn't My Widgets Change When I Changed a Filter?
Widgets update together with the grid. Click the refresh button on the page to apply the new filter or timeframe.
Why Does MP Plan Look Far Ahead of MP Act?
A widget on Total adds up the whole timeframe, including future weeks that only have a plan. Use MP Act / Plan, or switch the widget's Time Group to To Date (timeframe so far), to compare the same weeks.
Can I Turn the Rollups Panel Off for My Organization?
Not on the Merchandise Plan page. If you don't use it, leave it closed: the panel doesn't load anything until you open it.