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.
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
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. |
The grid layout shows table rows in a standard grid with rows and columns, similar to a spreadsheet.
To configure the grid layout:
- Open the database in the database editor.
- Select the table tab.
- Select Grid Layout in the layout drop-down in the toolbar.
- 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.
- Click OK.
The kanban layout groups table rows into columns that represent workflow stages.
To configure the kanban layout:
- Open the database in the database editor.
- Select the table tab.
- Select Kanban Layout in the layout drop-down in the toolbar.
- 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. - Click OK.
The calendar layout shows table rows in a calendar.
To configure the calendar layout:
- Open the database in the database editor.
- Select the table tab.
- Select Calendar Layout in the layout drop-down in the toolbar.
- 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. - Click OK.
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:
- Open the database in the database editor.
- Select the table tab.
- Select Queue Layout in the layout drop-down in the toolbar.
- 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. - Click OK.
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:
- Open the database in the database editor.
- Select the table tab.
- 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:
- Open the database in the database editor.
- Select the table tab.
- 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 |
|
Number |
|
Date |
|
Add a filter
To add a filter:
- Open the database in the database editor.
- Select the table tab.
- Click Filter in the toolbar to display the filter bar.
- Click Add filter.
- Select a column from the Column drop-down list.
- Configure the filter. Options vary based on the column data type.
- Click Add.
The filter is applied. - 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:
- Open the database in the database editor.
- Select the table tab.
- Click Sort in the toolbar.
- Select a column from the drop-down list.
- Click Asc or Desc to sort in ascending or descending order, respectively.
- Optionally click Add sort column to add another sort column or click x to delete an existing sort column.
- 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.
- Open the database in the database editor.
- Select the table tab.
- Click in the toolbar.
- 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:
- Open the database in the database editor.
- Select the table tab.
- Click the view configuration to display the Saved views in this table dialog.
- Click +Add new view.
- 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:
- Open the database in the database editor.
- Select the table tab.
- Click the view configuration to display the Saved views in this table dialog.
- 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:
- Open the database in the database editor.
- Select the table tab.
- Click the view configuration to display the Saved views in this table dialog.
- 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.
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:
- Open the database in the database editor.
- Select the table tab.
- Click the view configuration to display the Saved views in this table dialog.
- Select More > Copy link to view adjacent to the view configuration name.
- Share the link with collaborators.
Rename a view configuration
To rename a view configuration:
- Open the database in the database editor.
- Select the table tab.
- Click the view configuration to display the Saved views in this table dialog.
- Select More > Rename adjacent to the view configuration name.
- Edit the name.
- Click OK.
Duplicate a view configuration
To duplicate a view configuration:
- Open the database in the database editor.
- Select the table tab.
- Click the view configuration to display the Saved views in this table dialog.
- 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
To delete a view configuration:
- Open the database in the database editor.
- Select the table tab.
- Click the view configuration to display the Saved views in this table dialog.
- Select More > Delete adjacent to the view configuration name.