Create Views

A View does not contain or store data, but provides a way for data to be manipulated and shared with users or a groups of users in different Spaces.

Think of a View as a layer that is placed on top of data before it is explored. Views provide a way to:

• Manipulate data without affecting the original source.
• Create different representations of data for different purposes.
• Share data (selectively) across Spaces.
• For example, obfuscate sensitive values, hide entire columns or filter specific rows before sharing.
• Control who can drill down into underlying rows of aggregated data.

Common uses

• Reference files - if you have files relevant to multiple Spaces then importing them into one Space, creating Views on top and sharing will mean the reference Datasets only need to be managed in one place and any updates are applied everywhere.
• View as a Source - layering a View on top of a Dataset and using the View as the Source of multiple Workflows will allow the Dataset to be replaced more easily in future.

Create a View

Go to the Views page and click Create new View, select the Source either an existing Dataset or another View.
It can be useful to layer Views on top of Views. For example, obfuscate contact data across an entire Dataset and save that as a View, then use that View as a source for multiple Views one filtering rows for the Eastern region Space and another View for Western region Space etc.

Quick create

Right-click an existing Dataset or View from their list screen and select Create new View or alternatively select multiple Datasets and bulk create a View for each of them.

Manipulate data

Views contain a list of actions that have been applied to the data.

Interactive drill down

A View can have the Interactivity value Static or Interactive, with the default being Static. Interactive Views allow users to drill down into the underlying rows that make up the aggregated data that has been shared.
There is a warning shown when sharing an interactive View that the user is sharing access to the underlying data.

Share a View

Once Published, a View can be shared with some or all Spaces. In the Space where the View is included (shared to), the list of actions applied to the View is hidden, so the users of that Space cannot see the state of the data before it was filtered, grouped, obfuscated, etc.

Sharing Sensitive Data

If the Dataset has Data tags flagged as 'Sensitive' then all of the Columns tagged as containing sensitive data are highlighted before data is shared across Spaces.

Adding a Shared View into a Space

Once a View has been Shared, go to Views and click Include from another Space to see a list of all shared Views. To revert this, go to the Views list screen and select Actions > Remove from Space

Views vs Charts

A Chart is just a View that ends in a Chart action, so shows a graphical representation of the data.