In any Block—whether it’s a List, Metric, or Table—you can select a specific method for visualizing your data, this is referred to as a View. 

Each View offers a tailored approach to presenting your information, improving how you interpret and interact with your data. Views can vary widely depending on the context, including grid layouts for structured data, different chart formats for visual trends, and KPI displays for quick insights into key performance Metrics. Using appropriate Views ensures that your data is presented in the most effective way for your specific use case.

What can you change in a View?

There are a few features that can be used to modify your Views. 

• Formatting and styling can be applied including the font style, the value display format, and colors for headers or specific cells.
• Conditional Formatting can be used to color cells based on data values. 
• Totals  can be added using the aggregator panels.
• Filtering can be used to remove items from View.
• Pivot can adjust where Dimensions are located in columns, rows or Page Selectors. 
• Sort can be used to change the order of items depending on their values.

View limits

When you’re editing a View, you need to consider the limits on how many pages, rows, and columns you can add to it. 

The maximum values are listed below:  

• 30 Dimensions in pages: applicable for Lists, Metrics, and Tables. 
• 20 Dimensions in columns: applicable for Metrics and Tables.
• 20 Dimensions in rows: applicable for Metrics and Tables. 
• 300 Properties in a List
• 500 Metrics in a Table

Find and filter Views 

1. Open the required List, Metric, or Table. 
2. Click the View button in the top left corner.

   The View button is located under the Block name. It has three horizontal lines and displays the name of the View. 

3. (Optional) Switch between public and personal Views.
4. (Optional) Use the Search bar and Filter to find a specific View. 

About public and personal Views

When you open the View panel, you’ll see two categories of Views: public and personal. 

• Public Views. Members with the Configure Public View permission can create and save public Views in a Block. These Views are available to all Members who have access to that Block. When a Block is copied, its Public Views can also be duplicated. Public Views are the only ones that can be published to a Board.
• Personal Views. Any Member can create personal Views without special permissions. These are only accessible within the Block and cannot be used or generated on a Board. When a Member doesn't have the Block Explorer permission to do this from a Block, they must expand a widget on Board to create a personal View.

From the View panel, public Views can be seen by all Members. However, personal Views are only visible to the Member who created them. When a personal view is shared using Copy link, it appears in the recipient’s personal View panel but disappears when they refresh the page or leave the View panel. To keep the shared View, the recipient needs to make a copy of it.

Share a saved personal View

1. Click the View button in your Block.
2. Click the menu (...) next to the View you want to share.
3. Select Copy link.
   A link to the View is copied to the clipboard. Link recipients will be able to see the saved configuration but won't see the View in their own View Panel

Set a default View 

Blocks always open on the default View. Users with the Configure Blocks and Configure Views permissions can set a default View.

1. In the View panel, click the menu (...) next to a View. 
2. Select Set as default view.

You also have a few other options in this menu.   

• Rename View. Renames a View. This does not affect a View if it’s referenced elsewhere.
• Edit Description. Adjusts the description displayed when Members hover over a View. 
• Duplicate View. Creates a copy of the current View. If a Member does not have Configure Public View permission, then this option appears as Duplicate View as personal View.
• Delete View. Deletes a View. This is unavailable only if there are unsaved changes.
• Save as.  Creates a new View based on the changes you made. This is available only after a change is made.
• Copy Link. Copies a link that can be sent to other Members to access that View. This is not available if there are unsaved changes.
• Add to Library. Adds the View to the Library. 

Add a new View

Members with Configure Public View permissions can choose between a public or personal View. All other Members default to personal Views, this can’t be changed.

1. Go to the View panel.
2. Click + New View at the bottom of the View panel.

Add a View to a Board

You can publish a public View on a Board directly from a Block. 

1. Save all changes to your View. 
2. Click the arrow next to Save View.
3. Click Add to Board.
   If you want, you can create a new Board from this menu. 
4. (Optional) Open the selected Board, and adjust the position of the View you just added. 

Make a View available in other Applications

You can add a single View from a Block to the Library using the View panel. This allows you to use it in other Applications. 

 For more information, see:

• Share Blocks Between Applications
• Display Views on Other Applications' Boards