Spreadsheet.com allows you to showcase your workbook's data in different ways. We refer to these different layouts for your data as Views.
Views let you visualize and work with data in different ways, or capture data in the case of forms. Most views also provide the ability to filter and sort data however you wish, changing what data you show, how the data is visualized, and more. The underlying data stays the same, but Spreadsheet.com lets you break out of one fixed layout to best showcase your information.
- Overview of Views
- The View Toolbar
- Customizing Your View
- Types of Views
Overview of Views
Views provide different ways to look at and work with data in a worksheet. With Spreadsheet.com, you are always looking at a worksheet's data through a view. Worksheets start with a Primary View, which appears first in the View drop-down and says next to that view's name.
The Primary View is a sheet view created by default whenever a worksheet is created, always has the same name as the worksheet, and cannot be deleted. From there, Spreadsheet.com supports different types of additional views. The default view type is a sheet view, which is identical to the traditional spreadsheet grid, but with many new capabilities.
All views, regardless of their type, work with the same underlying data in your worksheet. Whenever you add or update data in one view, all other views immediately reflect these additions and changes.
All views allow you to see, update, and add data to the current worksheet. Plus, when you close and reopen a workbook, you will default to your most recent view.
The View Toolbar
Beneath your workbook's title is a toolbar to let you create, customize, and edit views for your project.
Searching and Switching Views
Click on the name of the current view (in the animation below this is "Key Tasks") to see all views in the workbook, select a new view, or search for and navigate to a view.
Creating New Views
You can also create new views in the views drop-down. Simply select the type of view you want, and Spreadsheet.com automatically creates and takes you to that new view. Make sure to pick a great name, although you can always rename your view if you change your mind.
View Permissions allows you to restrict views to all users who have access to the worksheet (Public), or a select few users (Private). For when you have sensitive data or large teams who should be seeing different information.
You can quickly and easily set permissions on any view by using the Permissions button in the view toolbar or from the view’s context menus:
With view locking, you can now lock certain views so that other users cannot change the filters, sorts, hidden columns, and other aspects of the view configuration. You can lock a view simply by clicking the Lock view button in the view toolbar, or from the view’s context menu:
Customizing Your View
Views allow you to uniquely customize your worksheet, presenting your data in new and exciting ways. New views default to having no hidden columns, filters, or sorts. But you can hide columns to focus your audience on the most critical information. Create views that filter data down to what's relevant. Or use sort to arrange your data in many different orders.
You may want to filter for upcoming projects, tasks that are most at risk, resumes that are most appealing, or just what takeout place got the most votes for lunch today.
Hiding columns allows you to customize a view to show only specific columns of data. Using the Hide Column action, you can check off columns to keep visible, hiding unchecked columns from the view.
Hiding columns is helpful when you have a sheet with lots of data in it, but you want to create a quick view of relevant information for that user that loves simplicity.
For more information about hiding columns, check out our article on the topic.
Filters are an easy way to hide certain rows according to specific criteria. You can show only the rows relevant to the particular view.
There are hundreds of ways to filter your data, including special filters for specific data types like dates, attachments, users, and more. To create a filter, click the Filter button and select New Filter. Check out our article on Filtering and Row Visibility for more information.
Views also allow you to sort data in different ways. Simply click on the sort function and apply a unique sort to a column. You can apply multiple sorts to a view, and you can control the order in which sorts are applied by reordering them using the drag handle at the left of each sort condition.
Sorts are great when you wish to focus on different aspects of a project or initiative. Perhaps you want one view to sort by task owner and another by due date, or one view to sort by the candidate's desired salary and a different one by their years of experience.
For more details, check out our article on Sorting and Row Order.
Density or Row Height
The row height of your sheet views can be changed to better showcase the data each row contains. But default, your sheet view will have a flexible row height . Flexible row height automatically adjusts based on what is in your worksheet. But you can also select Small, Medium, Large, and Extra Large. Changing the row height is helpful when your cells contain large images, charts, lots of data, etc. and you want to make them larger.
Types of Views
Spreadsheet.com offers multiple types of views to best showcase your data. For a new worksheet, the primary view is a sheet view, identical to a typical spreadsheet but with Spreadsheet.com's added features. Kanban views are a great way to visualize data, like laying out stacks of notecards. Soon we will launch Calendar Views, Schedule Views (Gantt), and more.
Kanban views allow you to layout your data like spreading out stacks of note cards. Based on your worksheet's primary view, Kanban views provide an alternative to managing your data in the traditional spreadsheet grid. The cards that Kanban views show correspond to every row in the table region of your worksheet. The title of each row card is the value of the primary column cell value in that row.
|Transforming your sheet view from||...to visual cards|
Kanban views are a great way to see data differently, letting you sort, filter, and move cards and stacks. For more information on Kanban Views, check out our next quick start guide on Kanban views.
Form views allow you to quickly create shareable and embeddable forms, where each form submission becomes a new row in the worksheet.
When creating a form, each column in your worksheet can be used as a form field. You can choose whether fields are hidden and if they should have a default value. You can also configure column data types within the form designer, and add new columns as needed without switching back to a Sheet view.
For more information on Form Views, check out our quick start guide on Form views.