Retable views

This article provides an overview of views within Retable - how to use the view switcher, search, and create new views.
What is a view?
Views are specific to each individual table in your project. You can use views to show only specific fields or records, and apply other configurations to manage the information in that view. 
The important thing to understand is that a view is just a different way of looking at the same underlying data. This means that if you edit the data in a record while in one view, it will change that data for all views, since all views are looking at the same record.
Whenever you're looking at your data in Retable, you're always looking at your data through a view. As you click on the "Views" area on the top left side of the table, you will see the default view field in the relevant area.
Grid view
Grid view is a view that displays your records as rows and your fields as columns. Grid views are very versatile and especially useful when you try to add new data to your table. Each table must have at least one grid view. Grid views can be customized and allow you to work with high performance. 
If you have a table with many rows or columns, you can create a view which will sort and group certain rows or columns and make the table a little easier to navigate.
Tips about the grid view:
By clicking "Hide", you can hide any data on your rows. 
You can also sort & filter your data in the grid view. 
You can group your rows according to a specific column. 
You can apply formats to cells, rows, or columns. 
You can apply conditional formatting on the basis of cells and rows according to the condition.
You also can add a new row by clicking the "+" icon. 
You can drag & drop your cards in the grid view. 
You can also convert your grid view into a form view. 
You can create a public view for your grid view like the other views. 
Using Find, you can find your data in the table and update your cells with "Replace" or "Replace all" functions.
List view
List view is a special type of view which represents your records as cards. With the "Change view type" button, you can instantly switch to between List view and Retable view.
If the screen width is below 540px, the Retable view automatically converts into a list view.
Tips about list view:
By clicking on "Columns", you can easily organize, order and hide all your columns in one place.
You can also sort & filter your data in the list view. 
You also can add a new row by clicking the "+" icon.
You can drag & drop your cards on the list view. 
If you click any data in the list view the row detail area will be open and you can change your row details from this area. 
You can also make your list view a Form view. 
Also, you can create a Public view for your list view like the other views. 
With Find, you can find your data in the table.
Chart view
Chart view is one of the most convenient ways if you're looking to build a colorful chart and get a big-picture overview of a table.
The chart app summarizes a table of records and turns it into an interactive bar, line, pie, or area chart. This way, you can make your chart pop by choosing from a set of colors.
The chart lets you visualize records in multiple chart types including bar chart, line chart, area chart and pie chart.
Choosing a chart type:
Line charts are most often used to track changes over time, but they can also be used for when there is a sequence, like stages in a pipeline.
Area chart displays graphically quantitative data. It is based on the line chart. The area between axis and line are commonly emphasized with colors, textures and hatchings.
Bar charts are generally used to compare specific X-axis values, like the number of assignments each collaborator has. 
Pie charts are both useful in situations where you want to compare the relative proportions of a data set's constituent subsets.
Configuring X & Y axis
Once you've picked a chart, you'll need to pick a field for your chart's X-axis.
Certain field types offer additional customization choices for the X-axis. You can also choose to whether or not to include data from cells that are empty in the specified field by selecting the "Include empty cells" option.
Once you've set up the X-axis, you'll need to set up the Y-axis.
By default, the Y-axis is configured to show Count. This means that the chart will plot the number of records that have each X value on the Y-axis. To use one of your other fields for the Y-axis, click the Field option. 
Note that you have to pick a numeric field. You can either plot all of the values in the field, which is useful for a scatter plot, or you can select the values to show the sum, minimum or maximum of all of the values. You can also make it more distinctive by giving colors.
Tips about the chart view:
Once you're done configuring the chart, you can hover over points on the chart to get more information about the underlying data. 
You can also filter your data in the chart view. 
Also, you can create a public view for your chart view like the other views.
Calendar view
It is now possible to view your important tasks, meetings, goals, expenses and much more on the calendar. Retable calendar view is designed in a way that teams can get more insights from data records.
You should have a calendar column type to add a calendar view. After selecting the Calendar View, you will then be prompted to select one of the table's calendar columns to use to place dates on the calendar.
If you do not have calendar column, you will be required to add a new one using the "Add a new calendar column" option.
Tips about the calendar view:
After selecting the calendar column, the calendar column can be changed with "Using column" field.
By clicking on "Columns", you can easily organize, order, hide and format all your columns.
You can also sort & filter your data in the calendar view.
You can add new records to your table directly from the calendar by clicking the "+" icon. The records you add through the calendar are directly reflected in your table.
You can also make your calendar view a Form view. 
Also, you can create a Public view for your calendar view like the other views. 
You can continue to organize your records on the calendar. If you click on any record in your calendar, the row detail field will open, so you can edit other columns of your record.
If the Today button is clicked, it will take you to today.
You can change the view of your calendar based on month, week or day.
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Formatting calendar records 
You can apply any color or various formats to your data in calendar view. This way, you can quickly view the data that is important to you on the calendar at a glance.
1.Create a calendar view.
2.Click the “Columns” button on the toolbar.
3.Apply any of the formats on the right side to the column from the column list.
Date range in calendar view 
Retable’s Calendar view feature provides you with a date range view for you to have an insightful view of your data. You must have at least two calendar column types for the date range view. After selecting the "Calendar" column types, view will automatically generate a calendar view based on your calendar columns data. 
If you have  tasks that have start and end date, Retable’s calendar view shows you these dates in a date range format. Records with values in both fields will show up on the calendar as ranges.
To define a date range:
When the "Set an end date field" option is requested to be added to the previously added Calendar view, it is selected from the "Set an end date field" field next to the Date column by clicking on the "Using column" field.
After selecting the Calendar view "Using column" to be added, the "Set an end date field" option is selected.
Tips about the date range:
You can drag & drop your date range in the calendar view.
To remove range, click the "Using data range" and click the "X" next to the range.
Kanban view
Kanban view provides a more visually optimized way to update and display records in your table. It is used for a project or task management process. If project management is part of your job, you need Kanban view. Briefly, Kanban boards provide a visual data management system for your workflows and data.
Kanban boards categorize the tasks, and these tasks are organized in columns to show the status of the tasks in the project flow. You can move cards between columns as the status of your tasks changes. This way you can easily manage all the progress of a task through a single dashboard.
You should have a collaborator or single select column type to add a Kanban view. After selecting the Kanban View option, choose your collaborator or single select column.
If you select the "Collaborator" column type, Retable will automatically generate a kanban board based on your collaborator column data. It means your kanban cards will classify your collaborators.
If you select the "Single select" column type, Retable will automatically generate a kanban board based on your select column data. It means your kanban cards will classify your select options.
If you do not have a collaborator or single select column type, you will be required to add a new one using the "Add a new single select column" or "Add a new collaborator column" option.
More about the kanban view
After selecting the collaborator or single select column, the column can be changed from the "Stack by" field.
By clicking "Columns", you can easily organize, order and hide all your columns in one place.
You can also Sort & Filter your data in the kanban view.
You also can add a new row by clicking the "+" icon at the bottom of the kanban cards.
Also, you can create a Public view for your Kanban view like the other view
You can also convert your Kanban view into a Form view. 
With Find, you can find your data in the table and update your cells with Replace or Replace all.
If you click any data in the Kanban board the row detail area will be open and you can change your row details from this area.
You can drag & drop your cards on the Kanban board.
If the collaborator or single select data is not selected, it is redirected to the Uncategorized stack.
You also can collapse the Kanban cards by clicking the collapse button directly at the bottom of the kanban cards.
If you click the "Add new stack" option icon at the top right of the Kanban cards, you can add a new option to your single select column. This way, you can add a new option to your Kanban.
Instead of adding a new select option, you can create a new stack by simply dragging and dropping the records in your Kanban board and quickly giving it a name.
Adding a view
Follow the steps below to add a new view:
1.Click the "Views" area in the top left of the table.
2.Click the "+Add new" icon. 
3.Select the desired view from the drop-down list. 
Renaming a view
Follow the steps below to rename view.
1.Click on the arrow next to the view name which needs editing.
2.Click “Rename view”.
3.Edit rename of the view.
Adding and editing view description 
Follow the steps below to add or edit a description.
1.Click on the arrow next to the view name which needs editing.
2.Click “Description”.
3.Edit description of the view.
Duplicating a view
Follow the steps below to duplicate view.
1.Click the arrow next to the view name. 
2.Click “Duplicate view”. 
3.Created duplicate of the view.
Deleting a view
Follow the steps below to delete a view.
1.Click on the arrow next to the view name which needs editing. 
2.Click “Delete view”. 
3.Deleted of the view.
Reordering a view
You can be reordered by simply dragging and dropping.
Follow the steps below to reorder view.
1. Hover the mouse over the view you want to move.
2. Drag it to its new location.
3. When you release the mouse, the contents are moved to the new location.
Last modified 8d ago