Views for Data Extraction
Overview
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.
View Features
1. Saved Filter Conditions
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)
2. Non-destructive
Filtering data in a view does not modify the original table data.
3. Multiple Views per Table
Create multiple views from a single table to see your data from different perspectives.
Creating a View
Steps
- Tap the create button (+) at the bottom-right of the screen
- Select "View"
- Enter the basic information:
- Title: Name of the view (e.g., "Incomplete Tasks")
- Base table: Select the source table
- Visibility: PRIVATE / TEAM / PUBLIC
- Set filter conditions
- Set sorting (optional)
- Select display columns
- Click "Preview" to verify
- Click "Create"
Setting Filter Conditions
Single Condition
Example:
Condition: Status = "In Progress"
-> Shows only tasks that are in progress
Multiple Conditions (AND)
Example:
Condition 1: Status = "In Progress"
AND Condition 2: Priority = "High"
-> Shows only high-priority tasks that are in progress
Multiple Conditions (OR)
Example:
Condition 1: Status = "Not Started"
OR Condition 2: Status = "In Progress"
-> Shows all incomplete tasks
Complex Conditions
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
Sort Settings
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)
Selecting Display Columns
Choose which columns to display in the view.
Example:
Original table: 15 columns
View display: 5 columns (Task Name, Status, Priority, Assignee, Due Date)
Practical Examples
Example 1: Views from a Task Management Table
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
Example 2: Views from a Customer Management Table
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
Editing and Deleting Views
Editing a View
- Open the view
- Click the "Edit" button in the top-right
- Edit filter conditions, sorting, and display columns
- Click "Save"
Deleting a View
- Open the view
- Select "Delete" from the menu (...) in the top-right
- Click "Delete" in the confirmation dialog
Note: Deleting a view does not delete any data from the original table.
Tips and Tricks
1. Create Purpose-specific Views
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
2. Use Clear View Names
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
3. Combine with Graphs
Visualize view data with graphs for better insights.
View: Incomplete Tasks
-> Graph: Tasks by status (pie chart)
-> Graph: Tasks by assignee (bar chart)
Graph Types
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) |
FAQ
Q1: Can I edit data within a view?
A: Yes, editing data in a view updates the original table data as well.
Q2: What is the maximum number of views?
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.
Q3: Can I create a view that spans multiple tables?
A: Currently, each view can only use one table as its data source. Cross-table integration is planned for a future update.
