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undb

Create view

In undb, views allow you to customize how your data is displayed and interacted with. Creating a new view provides flexibility in how you manage and analyze your data within a table.

Steps to Create a View

1. Access the Create View Option

  • Top Navigation Bar: To create a new view, navigate to the top of the interface and click on the add button located on the nav bar. This button allows you to initiate the creation of a new view.

2. Configure Your View

  • Set Up View Details: After clicking the add button, you will be prompted to configure your view. You can name your view and customize it by setting filters, sorting, selecting fields, and more.

  • Choose Your View Type: Depending on your needs, you may also select the type of view you want to create, whether it’s a grid view, calendar view, or another format that best suits your data.

3. View Placement in Navigation

  • Left-Side Navigation Panel: Once created, all views, except the default view, will be displayed in the left-side navigation panel as a submenu under the table to which they belong. This makes it easy to switch between different views within the same table.

4. Managing Your Views

  • Default View: Each table in undb comes with a default view that cannot be deleted. This view is always available and serves as the baseline configuration for your table.

  • Additional Views: Any additional views you create will be listed in the left-side navigation, allowing for quick access and management of different perspectives on your data.

Use Cases

  • Task Management: Create a view for tasks due today, another for completed tasks, and another for tasks by priority, all accessible from the left-side navigation.
  • Sales Analysis: Set up different views for quarterly sales, top-performing products, and regional sales, easily toggling between them to analyze data from various angles.
  • Project Tracking: Use different views to track project milestones, team assignments, and resource allocations, each with its own configuration.

Summary

Creating a new view in undb is a straightforward process that enhances your ability to manage and analyze data. With views displayed as submenus in the left-side navigation, you can easily switch between different data perspectives to suit your workflow.