Inside this article

Why views matter

How to create a view


Why views matter

Tables are a powerful way to add structure to your ideas. But what if you want to visualize the information in a different way? With Coda, you can slice, dice, and chop your data however you'd like using Views. A View is a mirror of your data that can be tailored to your unique needs, all while staying connected to the source - so say goodbye to creating stale copies! Any data you add or remove from a view will take place in the table it was sourced from without disturbing with the source table’s formatting.

You can create multiple views of the same table that can look slightly different or substantially different depending on your needs. A view can filter out noise, or re-visualize your information as cards, calendars, and timeline charts (formerly known as gantt charts). Now your Trello-loving designer and Gantt-head PM can work off the same data, in their own way.

How to create a view

  1. Create a new table, or choose & record the name of an existing table to create a view from. We'll refer to this originating table as the source table.

  2. Once you have a source table in your doc, use the / command to add another table. Instead of creating a new table, choose the name of the existing source table to create a view of that table. You can also create a view by copy & pasting the table.

  3. At first, you may notice this table view looks like a copy of the original table. However the magic comes once you start customizing your view!

  4. To customize your view, try hiding a few columns that are not important to you or formatting your view so it only highlights the highest priority items using conditional formatting. As you make these formatting changes to the view, notice how the source table remains the same.

  5. Then, try making updates to the data or adding a row. Any data added or removed from the view will also take place in the source table while formatting changes remain separate (like moving a task from "To-Do" to "Done" will synchronize with the source table and all associated views instantaneously)!


What's the difference between a Table and a View?

Tables are like the underlying database of a view. Views give you a customized look at your Table data. But, Tables and Views are interconnected.

In Coda, you don't have to worry about copying and pasting data from one table to another. That's because anytime you update the data in one, it will stay up to date in the other. This applies to changing values, adding or deleting rows, everything!

How do I filter a View?

Let's imagine you only want to see tasks you're assigned to, or the project manager wants to quickly review the highest priority items. This is where Filters come in - a simple way to slice the data the way you want!

Adding a Filter to your View or Table is just a click away. Hover over the view, click the Filter option, and then choose your filtering parameters. This could be "Status=Done", "Assigned To=Maria AND Status=Not Started," or any other combination of queries.

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