Introduction to Views

Views let you visualize and work with data in different ways – like Kanban and Gantt views – or capture data with Forms.

Spreadsheet.com allows you to showcase your workbook's data in different ways. We refer to these different layouts for your data as Views. Spreadsheet.com supports a number of different view types like Sheet views, Kanban views, Gantt views, and Form views for capturing data.

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. 

Views Overview

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. To see all views in a workbook, open the Views sidebar from the Views toolbar clicking on the name of your current view NAV-BL-2.png. 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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You can pin the Views sidebar to the left side of your screen by clicking the sidebar icon NAV-BL-1.png or the pushpin icon NAV-BL-3.png

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.

All views, regardless of their type, work with the same underlying data in your worksheet. When you change your data in one view, all other views will immediately reflect those 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.

Creating and Managing Views

You can manage each view from the Views sidebar by clicking on the three-dot icon to the right of each view name. Use the secondary menu to RenameCopy, or Delete the view, as well as Lock the view and manage its Permissions.

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To create a new view, click one of the + View buttons at the bottom of the sidebar. The new view will appear at the bottom of the Views list. Each view type has unique configuration settings accessible from the view navigation bar.

Sheet Views

New worksheets are automatically configured with a Sheet view as the primary view. Sheet views are traditional spreadsheet grids with columns, cells, and rows, but also include unique features like the table header regioncustom data types, and related rows.

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Configuring Sheet Views

When you’re working in a Sheet view, the Sheet view toolbar will be visible below your workbook title.

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  1. Pin Views Sidebar: Pin the Views sidebar to the left side of your browser window.
  2. Open Views Sidebar: Open the Views sidebar to manage your workbook’s views and navigate to another.
  3. Filter: Filtering allows you to define criteria to configure which data appears in your Sheet view. Like with traditional spreadsheets, there are hundreds of ways to filter your data, including special filters for specific data types like dates, attachments, users, and more. For more information about filtering data, see our article on Filtering and Row Visibility.
  4. Sort: Sorting allows you to define criteria to configure the order in which your records appear in your Sheet view. 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 mceclip0.png at the left of each sort condition. For more information about sorting, see our article on Sorting and Row Order.
  5. Group: Grouping allows you to create groups of rows that share common data in one or multiple columns. Each group contains a summary row that can display information about the group’s data like sums, averages, counts, minimum and maximum values, and more. For more information about grouping, see our article on Grouping Rows.
  6. Hide Columns: Hiding columns allows you to customize a view to show only specific columns of data. From the hide columns dropdown, you can check off columns to keep visible, hiding unchecked columns from the view. Hiding columns makes them invisible in the current view, but retains their data.
  7. Row Height: The row heights dropdown allows you to adjust the heights of all rows in a view at once.
  8. Additional Options: Access additional options for the current view, like view locking and view permissions.
  9. Conditional Formatting: Apply conditional formatting rules to your worksheet; learn more here.
  10. Automations: Create and configure native Spreadsheet.com automations; learn more here.

For more information about working with and configuring your Sheet views, check out our article on Sheet Views.

Kanban Views

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.

Sample-Kanban-View.png

Kanban views are a great way to see data differently, letting you sort, filter, and move cards and stacks.

Configuring Kanban Views

When you’re working in a Kanban view, the Kanban view toolbar will be visible below your workbook title.

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  1. Pin Views Sidebar: Pin the Views sidebar to the left side of your browser window.
  2. Open Views Sidebar: Open the Views sidebar to manage your workbook’s views and navigate to another.
  3. Stacked by: You can specify which column the Kanban view takes as a criteria to stack rows by. Kanban views can be stacked by SelectUser Select, and Icon columns with the "Allow multiple users" option disabled.
  4. Configure cards: You can configure the appearance of your Kanban cards, including which Attachment column (if any) provides the card's header image and which columns' data is displayed in each card.
  5. Filter: Filtering allows you to define criteria to configure which data appears in your Sheet view. Like with traditional spreadsheets, there are hundreds of ways to filter your data, including special filters for specific data types like dates, attachments, users, and more. For more information about filtering data, see our article on Filtering and Row Visibility.
  6. Sort: Sorting allows you to define criteria to configure the order in which your records appear in your Sheet view. 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 mceclip0.png at the left of each sort condition. For more information about sorting, see our article on Sorting and Row Order.
  7. Levels: The levels dropdown allows you to specify which level of row hierarchy is turned into Kanban cards. For more information about indenting and row hierarchies, see our article on Creating Row Hierarchies.
  8. Additional Options: Access additional options for the current view, like view locking and view permissions.
  9. Conditional Formatting: Apply conditional formatting rules to your worksheet; learn more here.
  10. Automations: Create and configure native Spreadsheet.com automations; learn more here.

For more information about working with and configuring your Kanban views, check out our article on Kanban Views.

Form Views

Form views allow you to quickly create shareable and embeddable forms, where each form submission becomes a new row in the worksheet.

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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.

Configuring Form Views

When you’re working in a Form view, the Form view toolbar will be visible below your workbook title.

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  1. Pin Views Sidebar: Pin the Views sidebar to the left side of your browser window.
  2. Open Views Sidebar: Open the Views sidebar to manage your workbook’s views and navigate to another.
  3. Share form: The share dropdown gives you access to a shareable link and embed code that you can use to distribute your form outside of Spreadsheet.com
  4. Open form: Click "Open form" to view your form as it will appear to those who follow your shareable link or view an embedded version.
  5. Additional Options: Access additional options for the current view, like view locking and view permissions.
  6. Conditional Formatting: Apply conditional formatting rules to your worksheet; learn more here.
  7. Automations: Create and configure native Spreadsheet.com automations; learn more here.

For more information about working with and configuring your Form views, check out our article on Form Views.

Gantt Views

Gantt views add an interactive Gantt chart to the right of your worksheet showing taskbars corresponding to each row in the table region. Gantt views allow you to view task dependencies, identify a project's critical path, and quickly see whether or not a project is running on time.

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Gantt views have the same set of configuration settings as Sheet views, with a few extra options housed in the upper right corner of your workbook.

Gantt Views are a premium feature available on StandardPremium, and Enterprise plans. To learn more about Spreadsheet.com's paid plans, see our suite of articles on Billing, Payment, and Credit

Configuring Gantt Views

When you’re working in a Gantt view, the Gantt view toolbar will be visible below your profile picture in the top right corner of the screen; it controls the Gantt chart component of your view.

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  1. Zoom level: The zoom level dropdown allows you to control the granularity of time displayed on your Gantt chart, ranging from hours to years.
  2. Zoom Out/Zoom In: Use the zoom buttons to make more incremental adjustments to the granularity of time displayed on your Gantt chart.
  3. Today: Click "Today" to automatically center your Gantt chart on today's date.
  4. Critical path: Toggle the critical path button to highlight or not display the critical path on your Gantt chart.
  5. Gantt appearance: The Gantt appearance dropdown enables you to control the visual presentation of your Gantt chart, including specifying the taskbar labels and colors and showing or hiding non-working days and hours, the today line, and dependency lines.
  6. Project Management: Open the Project Management settings dialog to configure and manage the information in your Gantt view.

For more information about working with and configuring your Gantt views, check out our article on Gantt Views and Project Management.

Calendar Views

Calendar views let you view your data laid out on a calendar instead of the typical spreadsheet grid. Calendar views take Date or Date and time columns into account, and calendar events can be colored according to different criteria.

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When you create a new Calendar view, you will first be asked to select the Date or Date and time columns used to put your events on the calendar. Then, you can continue configuring your Calendar view, including specifying event colors and selecting a zoom level.

Configuring Calendar Views

When you’re working in a Calendar view, the Calendar view toolbar will be visible below your workbook title.

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  1. Pin Views Sidebar: Pin the Views sidebar to the left side of your browser window.
  2. Open Views Sidebar: Open the Views sidebar to manage your workbook’s views and navigate to another.
  3. Using dates: Select which Date columns are used to lay out your rows as calendar events.
  4. Color: Determine how colors are applied to your calendar events.
  5. Share view: Enable iCal link sharing to share your calendar outside of Spreadsheet.com
  6. Filter: Open the Filters dialog to apply filters to the current view; learn more here.
  7. Additional Options: Access additional options for the current view, like view locking and view permissions.
  8. Conditional Formatting: Apply conditional formatting rules to your worksheet; learn more here.
  9. Automations: Create and configure native Spreadsheet.com automations; learn more here.

For more information about working with and configuring your Calendar views, check out our article on Calendar Views.