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A View is a feature that extracts and displays data from a table based on specific conditions. You can see only the data you need without modifying the original table.
Save frequently used filter conditions as views.
Example:
Original table: Task Management (200 items)
View 1: Incomplete Tasks (50 items)
View 2: Due This Week (15 items)
View 3: High-priority Tasks (20 items)
Filtering data in a view does not modify the original table data.
Create multiple views from a single table to see your data from different perspectives.
View results are shown up to 100 rows per page. When there's more data, use the page controls to see the rest.
If you select two or more tables, you'll then see a screen asking how the tables should be combined (the join type, and which columns to match between them). Join types include "inner join," which shows only rows that match in both tables, and "left outer join," which keeps all rows from the first table.
Example:
Condition: Status = "In Progress"
-> Shows only tasks that are in progress
Example:
Condition 1: Status = "In Progress"
AND Condition 2: Priority = "High"
-> Shows only high-priority tasks that are in progress
Example:
Condition 1: Status = "Not Started"
OR Condition 2: Status = "In Progress"
-> Shows all incomplete tasks
Example:
(Condition 1: Priority = "High" OR Condition 2: Priority = "Medium")
AND Condition 3: Due Date <= End of this week
-> Shows high and medium priority tasks due by end of this week
You can set the sort order for data in a view.
Example:
Primary sort: Priority (Descending: High -> Low)
Secondary sort: Due Date (Ascending: Oldest -> Newest)
Choose which columns to display in the view.
Example:
Original table: 15 columns
View display: 5 columns (Task Name, Status, Priority, Assignee, Due Date)
A view can also work as a summary table, not just a filtered list. Choose a column to group by, then pick a calculation such as count, sum, average, minimum, or maximum, and the results are shown grouped and calculated. For example, you can build a summary like "task count per assignee" or "monthly sales total," combined with filters and sorting.
Base table: Task Management
View 1: Incomplete Tasks
- Filter: Status = "Not Started" OR "In Progress"
- Sort: Priority (Descending) -> Due Date (Ascending)
- Columns: Task Name, Status, Priority, Assignee, Due Date
View 2: Due This Week
- Filter: Due Date >= This Monday AND Due Date <= This Sunday
- Sort: Due Date (Ascending)
- Columns: Task Name, Status, Assignee, Due Date, Progress
View 3: My Tasks
- Filter: Assignee = Logged-in user
- Sort: Due Date (Ascending)
- Columns: Task Name, Status, Priority, Due Date, Progress
Base table: Customer Management
View 1: Customers in Negotiation
- Filter: Customer Status = "In Negotiation"
- Sort: Next Follow-up Date (Ascending)
- Columns: Company Name, Contact Person, Contract Plan, Next Follow-up Date, Sales Rep
View 2: Follow-ups This Month
- Filter: Next Follow-up Date >= 1st of this month AND Next Follow-up Date <= Last day of this month
- Sort: Next Follow-up Date (Ascending)
- Columns: Company Name, Contact Person, Next Follow-up Date, Sales Rep, Notes
View 3: Contracted Customers
- Filter: Customer Status = "Contracted"
- Sort: Monthly Contract Amount (Descending)
- Columns: Company Name, Contract Plan, Monthly Contract Amount, Contract Start Date
Note: Deleting a view does not delete any data from the original table.
Build multiple views from a single table for different purposes.
Task Management Table
+-- View: Incomplete Tasks
+-- View: Due This Week
+-- View: High-priority Tasks
+-- View: My Tasks
+-- View: Completed Tasks
Make it obvious at a glance what each view displays.
Good examples:
- Incomplete Tasks
- Due This Week
- High-priority Tasks
Bad examples:
- View 1
- Tasks
- List
Visualize view data with graphs for better insights.
View: Incomplete Tasks
-> Graph: Tasks by status (pie chart)
-> Graph: Tasks by assignee (bar chart)
Graph content supports the following 6 chart types.
| Chart type | Best used for |
|---|---|
| Bar (bar) | Comparing categories (e.g., tasks per assignee) |
| Line (line) | Trends over time (e.g., monthly sales) |
| Pie (pie) | Part-to-whole proportions (e.g., items by status) |
| Area (area) | Cumulative volume over time (e.g., monthly progress rate) |
| Scatter (scatter) | Correlation between two numeric values (e.g., effort vs. completion rate) |
| Combo (combo) | Bar and line combined (e.g., count and average shown together) |
A: No, the view's detail screen is read-only, so you can't edit data there. To change data, open the original table and edit it there.
A: Views count as a content type. The number you can create depends on your plan's overall content limit (pages, tables, and views combined). See Plan Overview for details.
A: Yes. You can select up to 5 base tables and combine them. See "Creating a View" above for how to set the join type when you select two or more tables.
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