Work with views
Create views to organize, filter, and focus the records users see.
Only users with the Admin or Admin W/O Billing role can create views. Learn more about roles here.
Views help you shape one table for different kinds of work. Views are different representations of your data and do not affect the data themselves, nor do they change or delete it.
Ninox offers the following view types:
Table
Kanban
Calendar
Chart
Maps
Gallery
Pivot
You can filter all view types to show only the records relevant to a team or task. This helps to keep a better overview and keep sensitive records out of views for users who should not access or see them. To control access to sensitive records and fields, also use permissions. For more on permissions, see Manage workspace access.
How to create a new view
In general, you create all view types in the same way.
Start
Open the table. At the top of the screen, click the + next to the current view name.
Enter the view details
Enter a Name for the new view. In Display as, select the view type.
Create the view
Click Create view. The new view appears as a tab at the top of the table.
Configure your view
Use the options applying to the chosen view type as described in the following paragraphs.
Table view
Use a Table view to work with records in rows and columns. This is the default view for a new table.
In Table view you can:
Use Hide columns or x hidden columns to show or hide columns.
Use Filter to show only the records you need.
Turn on Inline Editing to edit data directly in the table view, like in a spreadsheet.
Use Import/export to work with data from this view.
Learn more in Top bar - search, filter, and organize your data.
Kanban view
Use a Kanban view to organize records into columns.
Kanban columns are based on a single choice field in the table. If Ninox prompts you to group the view, choose the choice field for the columns. If the table has no choice field, create one first.
In Kanban view you can:
Use Sort to control the card order in each column.
Use Filter to show only the records relevant to the current workflow.
Use Configure cards to adjust the information shown on the cards.
Choose a field to add a title to the card.
Assign a file field for the card thumbnail.
Choose a color field for the card color.
Decide which field contents to show or hide on the card.
To use record-based colors, first create a Color field in the table. Ninox then applies the stored color to each Kanban card.
You can open records directly from the Kanban board with a click on the card of the record you want to open.
Calendar view
Use a Calendar view to display records based on a date or appointment field.
In Calendar view you can:
Click Fields and choose:
a Date field or Appointment field for when a record appears
a Text field for the record title
a Color field to distinguish categories at a glance
Use Filter to hide records you do not need in the current view.
To use record-based colors, first create a Color field in the table. Ninox then applies the stored color to each calendar entry.
You can open records directly from the Calendar by clicking a record card.
Chart view
Use a Chart view to compare grouped values visually.
In Chart view you can:
Click Configure chart to define how the chart is built.
Choose a chart type:
Bar chart
Line chart
Pie chart
Choose a field for the X-axis to define the groups.
The X-axis controls how Ninox groups records in the chart.
In a pie chart, the X-axis defines the slices.
Add one or more fields to the Y-axis as data sets.
Use numeric fields such as amounts, hours, or ratings.
Ninox sums the values for each group.
Each data set appears as a separate series in the chart.
Use Add data set to compare multiple numeric fields in one chart.
Assign a color to each data set to distinguish it visually.
Remove a data set if you no longer want to include it.
Turn shared display options on or off:
Show title displays the chart title at the top.
Show labels displays labels directly in the chart, depending on the chart type.
Show legend shows which color belongs to which data set.
Show tooltips shows values when you move over chart elements.
Show data table displays the chart values in a table below the chart.
Use chart-specific options:
Stacked bars in Bar chart combines multiple data sets into one bar per group.
Smooth lines in Line chart displays curved lines instead of straight segments.
Show data points in Line chart marks each individual value on the line.
Donut in Pie chart turns the pie chart into a donut chart.
Use Filter to include only the records you want to consider in the chart.
Use Export chart as image to download the current chart as an image.
Maps view
Use a Maps view to display records on a map based on a Location field. Each record appears as a marker on the map.
In Maps view you can:
Click Fields and choose:
the field for the marker position in Location field
the text field for the marker title in Title field
the field for the marker color in Color field
Use Filter to show only the records you need.
To use a Maps view, first create a Location field in the table.
To use record-based colors, first create a Color field in the table. Ninox then applies the stored color to each map marker.
You can open records directly from the map by clicking a marker.
Gallery view
Use a Gallery view to display records as visual cards. Each card can show an image, a title, a background color, and selected field values.
In Gallery view you can:
Use Sort to control the card order in ascending or descending order.
Use Configure cards to adjust the information shown on the cards.
To identify records more quickly, choose a field in Title field.
To make cards more visual, choose a field in Image field.
To distinguish categories at a glance, choose a field in Color field.
Turn individual fields on or off to decide which values appear on the card.
Use Hide all or Show all to update all field toggles at once.
Use Filter to show only the records you need in the gallery.
To use record-based colors, first create a Color field in the table. Ninox then applies the stored color to each gallery card.
To show an image on the card, first create an Image field in the table.
You can open records directly from the Gallery board with a click on the card.
Pivot view
Use a Pivot view to group records and calculate summary values across rows and columns.
In Pivot view you can:
Click Configure pivot to define how the pivot table is built.
In Rows, choose the fields that should appear as row groups.
The selected values appear in the first column of the pivot table.
Add more than one row field if you want to break groups down further.
In Columns, choose the fields that should appear as column groups.
The selected values appear as column headers at the top of the pivot table.
Add more than one column field if you want nested column groups.
In Values, choose the fields you want to calculate.
Select an aggregation such as Sum, Count, Average, Min, Max, or Unique, depending on the field type.
For some field types, only specific aggregations are available.
Add more than one value field to compare several results in the same pivot table.
Use the arrow icons to change the order of row, column, or value fields.
The order changes how the pivot table groups and displays the results.
Remove a field if you no longer want to include it in the pivot table.
Use Filter to show only the records you need in the pivot.
Export data downloads the pivot as an Excel file with the rows and columns shown in the current view.
Filter records in a view
Use filters to show only the records relevant to the current task, team, or workflow.
Open the view
Open the table. Then open the view you want to filter.
Open the filter options
Click Filter in the view toolbar.
Add one or more conditions
Choose the field you want to filter by. Then choose the condition and value. Add more conditions if you want to narrow the result further.
Review the visible records
Check whether the view now shows the records you need. Adjust or remove conditions if you want to broaden or refine the result.
A filter only changes which records appear in the current view. It does not change or delete records.
Filters help you focus a view. They do not replace permissions. To control access to sensitive records or fields, also use permissions.
Delete a view
Delete a view if you no longer need that way of displaying the table.
Open the view
Open the table. Then open the view you want to delete.
Open the view menu
Click the arrow next to the view name.
Delete the view
Click Delete view.
Deleting a view removes only the view. It does not delete any records or field data.
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