As you construct new views, you may wish to replicate a view, rename a view, or delete it. All three of these actions are behind the View actions button on the view toolbar.
As stated in the Introduction to Views article, creating views allow you to showcase your data in different ways. Renaming, copying, and deleting are simply more actions you can take. For instance, if a new team member named Rich replaces Sara on your project, you might wish to reassign some tasks and rename the view from "Sara's tasks" to "Rich's tasks". Or, you might want to create a new view similar to another one, but with different sort or filter customizations.
Note: If you are in your workbook's primary view, the Rename view and Delete view actions will be greyed out. See below for information on how to rename the primary view or create a new worksheet.
Topics in this Article
Renaming a View
Views can be renamed in two ways. Either double click on the view's name in the top toolbar:
Or click on the View actions button and select "Rename view".
For instance, if the team's project manager hires a new engineer named Rich, but later switches Alicia into Rich's role.
If rename is greyed out, then you're looking at the primary view. See below for information on how to change the name of the primary view.
Copying a View
To copy a view, click on the View actions button and select "Copy view". Spreadsheet.com will automatically create a new view of the same view type with the same setting and take you to the copy. Copies will automatically have the same name as the previous View with the word "copy" appended.
Views can only be copied inside the same worksheet, as different worksheets can have significantly different data. However, worksheets and workbooks can be copied to replicate a view for another project.
Deleting a View
To delete a view, navigate to the View actions button in the toolbar, select "Delete view" and confirm that you are sure you want to delete the view.
Deleting a view cannot be undone. If you might prefer to hide a view, allowing you to access it again later. Check out our article on view permissions for more information on view sharing. You can make a view visible to only you, effectively deleting it from others unless you restore it later.
You might wish to delete a view, for instance, if you accidentally recreated a view that already exists or if you make a mistake and want a new view to work from. In our example above, we realized we didn't need a Tasks by RYG view so deleted this view and returned to the worksheet's primary view.
Renaming or Deleting the Primary View
Every new worksheet includes a primary view. By default, the primary view inherits its name from the name of the worksheet. To change the name of the primary view, simply change the name of the worksheet.
Similarly, deleting the primary view requires you to have another worksheet in your workbook (to replace your current primary) and then deleting your current primary worksheet. If you delete the worksheet you will lose all data contained therein. So you may wish to copy the workbook or create a new worksheet before deleting. Although primary views can be copied, the copied view does not become the primary view.
Once you've got the right name for your view or copied an existing one, it might be time to get customizing. Check out our articles on Filtering and View Visibility and Sorting and Row Order for more insight into customizing your view.