Views offer flexible ways to visualize and manage data, from spreadsheet-like tables to task boards, visual galleries, and charts. Each view supports filtering, sorting, and customization, enabling secure sharing, collaboration, and tailored insights to suit your workflow.
It's recommended to keep at least one unfiltered view as a reference, ensuring no fields, filters, or sorting options hide essential data. New or duplicated views can then be customized as needed.
1. Table View (Default View) 📰
The Grid View is a spreadsheet-like interface that displays data in rows and columns, allowing for structured data entry and easy organization.
Use Cases:
✔ Collaboration – Organize data for seamless teamwork.
✔ Task Management – Track tasks, deadlines, and priorities.
✔ Filtering & Sorting – Quickly access relevant data.
✔ Data Insights – Customize fields and filters for analysis.
2. Gallery View 🖼
The Gallery View presents data visually, similar to an image gallery, enhancing usability for media-rich content.
Use Cases:
✔ Customizable Cards – Display key details like names, prices, or descriptions.
✔ Sorting & Organizing – Arrange products or designs efficiently.
✔ Easy Navigation – Visually appealing for quick access.
3. Survey View 📋
The Survey View simplifies data collection and enhances engagement.
Use Cases:
✔ Efficient Data Collection – Ideal for forms, orders, or feedback.
✔ Customization – Add branding, colors, and logos.
✔ Sharing Options – Distribute via email, websites, or social media.
✔ Workflow Management – Organize operations and analyze collected data.
All responses are automatically stored in the associated table.
4. Kanban View 🏷
The Kanban View visualizes workflows, presenting tasks as cards that move between columns based on status.
Use Cases:
✔ Project Management – Track task progress in different stages.
✔ Easy Drag-and-Drop – Move tasks between columns.
✔ Customizable Stages – Define workflow steps (e.g., "To Do," "In Progress," "Completed").
✔ Enhanced Collaboration – Teams can view updates in real time.
5. Chart View 📈
The Chart View transforms data into visual insights, making analysis easier.
Use Cases:
✔ Data Visualization – Convert numbers into understandable charts.
✔ Trend Analysis – Identify patterns for strategic planning.
✔ Enhanced Decision-Making – Use insights to drive actions.
✔ Collaboration – Share interactive reports with teams.
Types of Charts:
Bar & Pie Charts – Compare categories.
Score Cards – Track KPIs with specific calculations (Sum, Average, Count, etc.).
Creating a New View
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.
For collaborative views, it's best to define permissions to align with project needs and team roles.
By leveraging View Types in DataLexing, businesses can optimize workflows, improve collaboration, and enhance data-driven decision-making. 🚀