Sheet View provides a spreadsheet-like interface for managing tabular data efficiently. Key features include:
Replace Excel with dynamic tables that integrate permissions and collaboration tools.
Filter and sort data to focus on specific information.
Publish filtered data or tables with hidden columns as view-only.
Import data with smooth mapping and export it as needed.
Apply row coloring to visually organize and highlight data.
Interact with tabular data seamlessly for efficient management.
💡 By creating a new sheet, you can share a specific portion of your data with your colleagues.
Create New Sheet
Within the table, click on the "+" sign above the search bar.
From the drop-down menu, select Sheet view.
A box will appear to enter a name for the view—choose a descriptive name that reflects its content.
Select who can edit:
Collaborative for team access and editing.
Personal for individual use.
Click "Add" to save the new view.
Filter Sheet View
Sheet views can be filtered to quickly find tasks matching multiple criteria. Select two or more filters from the available list to refine your results.
For example, you can limit the inbox to display only "Demo Call" tasks.
To apply custom filters:
Within the table, click on the funnel icon in the view bar.
A box will appear; click on "Add filter."
Three fields will appear:
Choose a Column
Choose a Condition
Choose a value to Filter by.
The filter will be applied directly to the view, updating the displayed data according to your selected criteria.
Sort
Sort Sheet View
Sorting data is essential for organization and workflow efficiency. DataLexing simplifies this by allowing sorting based on selected fields. Sorting can be done automatically to control rows order.
Default Sorting:
New tables are initially sorted by row creation time.Automatic Sorting:
Click the Sort button in the view bar.
from the dropdown list, Choose a field to sort by.
Choose a Sorting Criteria
Rows will be automatically ordered based on the selected field.
Add multiple sorting criteria if needed, ensuring they are arranged in the correct sequence.
To remove a sorting option, click the trash button next to it.
Another way to manage Sorting is by opening an expanded view or clicking on the field header and selecting Sort field from the dropdown menu.
Manual Sorting:
Users can manually reorder rows by grabbing the handle next to the row number and moving it to the desired position.
Share
After creating a sheet view, you can share it via a link with anyone who has access or publish it on the internet. You also have control over how the shared data appears by using filters or hiding fields. To learn more about sharing, click here.
Show/hide
Hide Fields:
This feature allows choosing which fields remain visible in a shared view.
The primary field cannot be hidden.
How to show/hide fields:
Click the Eye button in the view bar.
Use the toggle switch next to each field name to show or hide it.
Click Hide all or Show all for quick adjustments.
A preview will indicate the number of hidden fields.
If dealing with numerous fields, use the Search fields box to locate specific ones quickly.
Another way to manage field visibility is by opening an expanded view or clicking on the field header and selecting Hide field from the dropdown menu.
Adjust Columns width
By default, sheet views display columns with a fixed width. However, to view more data within each cell, the column width can be adjusted. This feature allows customization based on the content within each column.
To adjust a Column width:
Click and hold the dividing line next to the field title.
Drag the line to increase or decrease the width. A grey bar will appear as an indicator.
Release the mouse at the desired width to display more information in each cell.
Reorder Columns
By default, sheet views arrange columns in the order they were created. However, you can reorder them by:
Clicking and dragging the column to the desired location.
Using the Show/Hide Fields option to click and drag columns according to the desired location.
Footer Aggregations
Footer aggregations calculate values based on a specific field in a table. By default, footer summaries are empty, but they can be customized for insights.
For more details, click here