Creating a New View

Creating a new view can transform your spreadsheet, letting you visualize your data in a whole new way.

As discussed in Introduction to Views, views allow you to filter and sort data however you wish—changing what data is shown, how the data is shown, and more. All the views in a worksheet utilize the same data, allowing you to break out of your typical one-look spreadsheet into many formats and layouts but retain all the same information.

New views are great if you're managing information that needs to be viewed in different ways by different people. You can keep all your project data in your workbook's primary view and create a new view just for upcoming tasks, a new view to show the timeline of completed activities, or a new view for tasks needing more budget or support. Create a new view whenever you want to show your worksheet's data in a new way.

The Views Sidebar

With Spreadsheet.com, you are always looking at a worksheet's data through a view. To see all views in a workbook, open the Views sidebar from the top navigation bar by clicking on the name of your current view. You can switch to a different view by clicking on its name in the sidebar. You can also rename, copy, and delete views from here.

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The Primary View

Worksheets start with a Primary View, which is indicated as such here. 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 Spreadsheet.com's extra capabilities.

Need to rename, copy, or delete an existing view? Take a look at our article on managing your views to find out how.

How to Create a New View

To create a new view, click one of the + View buttons at the bottom of the Views sidebar.

The new view will appear at the bottom of the Views list.

Create-New-View.png

Spreadsheet.com currently offers four types of views: Sheet, Kanban, Form, and Gantt. Each view type has unique configuration settings accessible from the view navigation bar.

What if you don't see "+ View"?

If the + View buttons do not appear for you at the bottom of the views sidebar, then you do not have sufficient permissions to add new views to that workbook. Check out our article on Workbook Sharing and Permissions for more details.

Read on through the rest of our articles on Views and View Types to learn more about each of the view types Spreadsheet.com offers, as well as more information about locking views, changing view permissions, and managing your existing views.