Sheet Views

Each Spreadsheet.com worksheet starts with a Sheet view, the traditional spreadsheet with unique features added on top.

Unlike the traditional spreadsheet grid, Spreadsheet.com's sheet views allow you to include unique data types (like attachments), create many different views of the same data, and work collaboratively in real-time, in addition to the spreadsheet features you expect.

Configuring Sheet Views

You can configure your Sheet view from the view navigation bar directly below your workbook name.

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  1. Views Sidebar: Click on the name of the active view to access the Views sidebar, where you can see and manage all views that are currently in your workbook.
  2. 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.
  3. 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.
  4. 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.
  5. Row Height: The row heights dropdown allows you to adjust the heights of all rows in a view at once.
  6. Lock View: Locking a view prevents other users from changing the filters, sorts, hidden columns, and other settings for the current view.
  7. View Permissions: The permissions dropdown enables you to determine which users can access the current view. Setting view permissions to Public allows all users with access to the workbook to see the current view, and setting permissions to Private allows only some users with access to see the current view.
  8. Additional Settings: From the additional settings dropdown, you can RenameCopy, or Delete the current view.

Other Notable Sheet Features

In Spreadsheet.com, all sheets allow you to expand rows to edit data in a form-like view and include a changeable table header row and primary column.

The Table Header Row

Unlike traditional spreadsheets, in Spreadsheet.com, all rows in a worksheet are also considered records in a database table. The table header row determines where the table region starts—in other words, which rows should be treated as records. By default, the table region starts at the first row, and the column headers serve as the table header row. When you set a row as the table header row, all rows below that row are considered records. Filtering and sorting only affect rows below the table header row. Only rows below the table header row are shown in Kanban views. Meanwhile, all rows above the table header row are not considered records and instead are considered part of the header region. Rows in the header region are always shown and not affected by filtering and sorting.

The Primary Column

The primary column is used to refer to rows by name. The values of cells in the primary column determine the display name for rows in the table region. For example, when rows are shown as cards in Kanban views, the title of these cards is the cell value in the primary column for each row. Similarly, when you use the Related Row data type to establish relationships between rows in different worksheets, the name of related rows is determined by the cell value in the worksheet's primary column. You can always change which column is the primary column in a worksheet, but it's important to know that this change will apply to all views.

Expanding Rows

Sheet views allow you to edit your data just like a traditional spreadsheet. But unlike traditional spreadsheets, in Spreadsheet.com you can open your rows in a form-like view, allowing you to work with rows like records in a business application. To open a row, use the expand row button in the row header. This will open the row in a dialog where you will see input fields corresponding to each cell in the row. You will also see an activity channel allowing you to add and respond to comments on that row. The activity channel also shows the full change history for that row.

Our templates feature sheet views used in many unique ways and are a great place to start for ideas on how to best customize your sheet views. Or, read on to learn about Kanban, Form, and Gantt views.