Configure and save the view configuration

 

View configurations provide you and other database collaborators the flexibility to visualize and work with the data in the way that you prefer. You can configure and save the view configurations with your table layout, group, filter, sort, and row density selections, and then switch between different view configurations to optimize your view of the data.

Changes to a view configuration are not saved automatically. You must save the view configuration to persist your changes and make them available to other collaborators.

 

Configure and save the view configuration for a table in the database editor as described in the following sections:

• Configure the layout
• Group data by column
• Filter data
• Sort data by column
• Change the row density
• Manage the view configuration

Note: The view configuration features described in this section have no impact on the table when viewed in the app editor or used in an app. They are available only when editing the app in the database editor.

Configure the layout

A layout allows you to change the visual format in which the data is displayed in a view. A table can have one or more custom views, and each view has a configurable layout, which determines how the table rows are shown, and how you can interact with it (for example: in a spreadsheet-like grid, or a kanban board, or a map).Configure one of the following table layouts:

Layout	Description
Grid layout	Shows table rows in a standard grid with rows and column, similar to a spreadsheet. This is the default layout.
Kanban layout	Groups table rows into columns that represent workflow stages.
Calendar layout	Shows table rows in a calendar.
Queue layout	Lists table rows in a queue with details on the side.
Map layout	Shows table rows on a map based on a location column.

Note: Layouts that are not relevant to the column data types in a table are greyed out.

Configure the grid layout

The grid layout shows table rows in a standard grid with rows and columns, similar to a spreadsheet. 

To configure the grid layout:

1. Open the database in the database editor.
2. Select the table tab.
3. Select Grid Layout in the layout drop-down in the toolbar.
4.  Click Config to configure the following grid layout settings or click reset to default to reset settings to their defaults:

   Setting	Description
   Column visibility	Select the columns to display or hide in the table. All columns are displayed by default.
   Summary rows	Select the columns for which you want summary information displayed below the column header.  Summary rows allow you to show a summary of the data in your table columns using a number of summarization/aggregation functions, depending on the column type.  For example: Some example use cases for summary rows include: Count the number of rows assigned for each "Assignee" so you can balance the workload. Count the % of rows that have "Review notes" filled in so you know which items still need review. Show the latest date in a "Target Date" column so you know the latest date for all tasks to be completed. Count the number of tasks by status while grouped by project so you know the progress of the work per project. Depending on the type of summary, you can hover and select the summary cells to see additional context and details. For Count, Avg, Min, Max, and Sum, you can hover over or select the cell to see the label for the type of summary. For Count by Value, you can select the cell to see a breakdown of unique values, sorted by how frequently they occur. You can also click directly into the summary row cell to select a new function for summarization.

5. Click OK.

Configure the kanban layout

Note: The kanban layout requires a drop-down column data type in your table. 

The kanban layout groups table rows into columns that represent workflow stages.

To configure the kanban layout:

1. Open the database in the database editor.
2. Select the table tab.
3. Select Kanban Layout in the layout drop-down in the toolbar.
4. Click Config to configure the following kanban layout settings or click reset to default to reset settings to their defaults:

   Setting	Description
   Column visibility	Select the columns to display in the table. All columns are displayed by default.

5. Click OK.

Configure a calendar layout

Note: The calendar layout requires a Date column data type in your table. 

The calendar layout shows table rows in a calendar.

To configure the calendar layout:

1. Open the database in the database editor.
2. Select the table tab.
3. Select Calendar Layout in the layout drop-down in the toolbar.
4. Click Config to configure the following calendar layout settings or click reset to default to reset settings to their defaults:

   Setting	Description
   Date column	Select the column to use for the date in the drop-down list.
   Title column	Select the column to use as the title label in the drop-down list.

5. Click OK.

Configure a queue layout

The queue layout shows a ticketing-queue view with each row expanded on the right side, where you can easily see who created or updated the row, and comment on rows.

To configure the queue layout:

1. Open the database in the database editor.
2. Select the table tab.
3. Select Queue Layout in the layout drop-down in the toolbar.
4. Click Config to configure the following queue layout settings or click reset to default to reset settings to their defaults:

   Setting	Description
   Column visibility	Select the columns to display in the table. All columns are displayed by default.

5. Click OK.

Configure a map layout

Note: The map layout is available only if there are mappable data types in the table.

The map layout shows locations as pins on a Google Maps map, you can group on a dropdown-type column to group and color the pins.

To configure the map layout:

1. Open the database in the database editor.
2. Select the table tab.
3. Select Map Layout in the layout drop-down in the toolbar.

Group data by column

Visually group together data. 

When you group data by a column, AppSheet shows a header row for each group. For a drop-down column, AppSheet shows show a header row for each option.

For example, the following shows a grid layout that is grouped by the Status values:

To group data by column:

1. Open the database in the database editor.
2. Select the table tab.
3. Do one of the following:
   • Select a column in the Group drop-down
   • Select More  > Group by column adjacent to the column name

Filter data

Filters allow you to show only a subset of data data based on one or more conditions.

For example, you can create a filter to show only "rows where Status is Complete" , save the view configuration, and switch to the view configuration to see all completed work.

Filter on multiple conditions

When you filter on multiple conditions:

• You can only define one filter per column at this time.
• When filtering on multiple columns, AppSheet uses a logical AND, meaning all conditions have to be true for a row to meet the criteria to be shown.
• When filtering on Dropdown type columns, you can select multiple options to match against. The options you select uses a logical OR. For example, if you select Option A and Option B in the filter for a Dropdown column, then all rows with either Option A or Option B are displayed.

Relative filters

Relative filters allow you to filter your rows by comparing them to:

• A relative value in another column
• A relative date from today

For example, you can create a filter to "show rows where ETA is past the Deadline".

Relative filters are supported by the following column types:

Column type	Relative filters
Text	Contains Does not contain Starts with Does not start with
Number	Is greater than Is less than Is in between Is not between
Date	Is after Is before Is between Is not in between Is today Is in the next x days Is in the past x days Is further than x days  Is older than x days Is exactly x days

Add a filter

To add a filter:

1. Open the database in the database editor.
2. Select the table tab.
3. Click Filter in the toolbar to display the filter bar.
   
   
4. Click Add filter.
5. Select a column from the Column drop-down list.
6. Configure the filter. Options vary based on the column data type.
7. Click Add.
   The filter is applied.
8. Repeat to add additional filters.

To update a filter, click the filter name, modify its configuration, and click Update.  To remove a filter, click the filter name and click Remove.

Sort data by column

Sort row data based on the contents of a column. You can sort on multiple columns with multiple sort directions.

When sorting is in effect:

• New rows that get added or rows that get edited will be resorted immediately.
• You will not be able to manually reorder rows.

To sort data by column:

1. Open the database in the database editor.
2. Select the table tab.
3. Click Sort in the toolbar.
4. Select a column from the drop-down list.
5. Click Asc or Desc to sort in ascending or descending order, respectively.
6. Optionally click Add sort column to add another sort column or click x to delete an existing sort column.
7. Click Apply.

Alternatively, select More  > Sort on column adjacent to the column name.

Change the row density

Change the row density to allow more space within each row and allow text and content to wrap across multiple lines.

1. Open the database in the database editor.
2. Select the table tab.
3. Click  in the toolbar.
4. Select one of the following row density settings: Default, Comfortable, Spacious

Manage the view configurations

When you create a new table, a default view configuration is created for you called Saved View 1. You can delete or customize the view configuration or add new view configurations, as described in the following sections.

• Add a view configuration
• Save changes to a view configuration
• Change the default view configuration
• Clear all view configuration selections
• Copy the link to a view configuration
• Rename a view configuration
• Duplicate a view configuration
• Delete a view configuration

Add a view configuration

To add a view configuration:

1. Open the database in the database editor.
2. Select the table tab.
3. Click the view configuration to display the Saved views in this table dialog.
4. Click +Add new view.
5. Click Save new view.

Save changes to a view configuration

As you change the table layout, group, filter, sort, and row density selections, an orange dot appears next to the view name to indicate that you have unsaved changes. Changes that you make to a view configuration do not affect other users until you save them. 

To save changes to a view configuration:

1. Open the database in the database editor.
2. Select the table tab.
3. Click the view configuration to display the Saved views in this table dialog.
4. Click Save adjacent to the view configuration name.

Change the default view configuration

The default view configuration is the one that is open when you initially view the table. The default view configuration is the first view configuration in the list,=.

To change the default view configuration:

1. Open the database in the database editor.
2. Select the table tab.
3. Click the view configuration to display the Saved views in this table dialog.
4. Do one of the following:
   • Press and hold the drag handle to drag the view configuration to the top of the list.
   • Select More  > Make default adjacent to the view configuration name.
     Note: This option is greyed out if the view configuration is already set as the default.

 Clear all view configuration selections

To clear all table layout, group, filter, and sort selections and revert back to the original default configuration, click X in the toolbar.

Note: X appears in the toolbar only after you have made a change to the view configuration.

Copy a link to a view configuration

Copy the link to a view configuration to share with a collaborator.

To copy the link to a view configuration:

1. Open the database in the database editor.
2. Select the table tab.
3. Click the view configuration to display the Saved views in this table dialog.
4. Select More  > Copy link to view adjacent to the view configuration name.
5. Share the link with collaborators.

Rename a view configuration

To rename a view configuration:

1. Open the database in the database editor.
2. Select the table tab.
3. Click the view configuration to display the Saved views in this table dialog.
4. Select More  > Rename adjacent to the view configuration name.
5. Edit the name.
6. Click OK.

Duplicate a view configuration

To duplicate a view configuration:

1. Open the database in the database editor.
2. Select the table tab.
3. Click the view configuration to display the Saved views in this table dialog.
4. Select More  > Duplicate view adjacent to the view configuration name.

A new view configuration is added and named as follows: Copy of view-config-name 

Rename the view configuration, if desired.

Delete a view configuration

Note: You cannot delete the default view configuration. You must first change the default.

To delete a view configuration:

1. Open the database in the database editor.
2. Select the table tab.
3. Click the view configuration to display the Saved views in this table dialog.
4. Select More  > Delete adjacent to the view configuration name.