> For the complete documentation index, see [llms.txt](https://docs.ninox.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.ninox.com/builder-hub/visualize-and-organize-your-data/work-with-views.md). # Work with views {% hint style="info" %} Only users with the **Admin** or **Admin W/O Billing** role can create views. Learn more about roles [here](/builder-hub/manage-your-organization-and-workspace/manage-your-organization/manage-organization-access.md). {% endhint %} 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](/builder-hub/manage-your-organization-and-workspace/organize-your-workspace/manage-workspace-access.md). ## How to create a new view In general, you create all view types in the same way. {% stepper %} {% step %} **Start** Open the table.\ At the top of the screen, click the **+** next to the current view name. {% endstep %} {% step %} **Enter the view details** Enter a **Name** for the new view.\ In **Display as**, select the view type. {% endstep %} {% step %} **Create the view** Click **Create view**.\ The new view appears as a tab at the top of the table. {% endstep %} {% step %} **Configure your view** Use the options applying to the chosen view type as described in the following paragraphs. {% endstep %} {% endstepper %} ## **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**](/builder-hub/design-your-app/import-and-export-data.md) to work with data from this view. * Use the **+** button in the column header to add a column with one of these options: * **+ New data field** * **ƒx Add calculated column** * Select an existing field from the table You can also change table columns directly by clicking the column title.\ In the menu, you can choose: * **Rename column** * **Duplicate column** * **Insert column left** or **right** * Sort in ascending or descending order * **Aggregation**, depending on the data type, which you can display in the footer with **Show footer** * **Conditional formatting** * **Hide column** ## **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**](#filter-records-in-a-view) 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**](#filter-records-in-a-view) 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**](#filter-records-in-a-view) 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**](#filter-records-in-a-view) 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**](#filter-records-in-a-view) 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**](#filter-records-in-a-view) to show only the records you need in the pivot. [Export data](/builder-hub/design-your-app/import-and-export-data/export-data.md) 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. {% stepper %} {% step %} **Open the view** Open the table.\ Then open the view you want to filter. {% endstep %} {% step %} **Open the filter options** Click **Filter** in the view toolbar. {% endstep %} {% step %} **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. {% endstep %} {% step %} **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. {% endstep %} {% endstepper %} {% hint style="info" %} A filter only changes which records appear in the current view. It does not change or delete records. {% endhint %} {% hint style="info" %} Filters help you focus a view. They do not replace permissions. To control access to sensitive records or fields, also use permissions. {% endhint %} ## Delete a view Delete a view if you no longer need that way of displaying the table. {% stepper %} {% step %} **Open the view** Open the table.\ Then open the view you want to delete. {% endstep %} {% step %} **Open the view menu** Click the arrow next to the view name. {% endstep %} {% step %} **Delete the view** Click **Delete view**. {% endstep %} {% endstepper %} {% hint style="info" %} Deleting a view removes only the view. It does not delete any records or field data. {% endhint %} --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.ninox.com/builder-hub/visualize-and-organize-your-data/work-with-views.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.