Configure Views

By enabling "View" feature of the sheet, it is possible to save sets of view conditions (such as column order, width, format, sort, filters) as "View", and switch to them at any time you want.

When a new sheet is created, the view feature is enabled by default. To enable the "View" feature, follow the procedure below.

  1. Select "Setting" from the sheet menu.

  2. "Edit Sheet Setting" dialog is displayed.

  3. Click the "Options" tab.

  4. Check "Enable View Switch".

  5. Click the "Save" button at the bottom of the dialog.

When the view switching feature is enabled, a toolbar is displayed at the top of the sheet as shown in the next figure.

  • [A] View Switch Pulldown – Switch the view conditions of the sheet from previously saved sets. If you change view conditions after selecting a saved view set, the label "(Modified)" is added to the view name.

  • [B] Reset Modifications of View – Reset the view conditions to the setting of the last saved view.

  • [C] Save View – Reflect and save the current view conditions of the sheet to the view set (Only book owners can save the change if the view is public).

  • [D] Save as New View – Create and save a new view set, based on the current view conditions of the sheet,

  • [E] Edit View Setting – Change the settings of the currently selected view (Only book owners can change settings of public views).

  • [F] Make View Private – Set the currently selected view to Public or Private View (Changing view to public/private is possible only by the book owner).

  • [G] Delete View – Delete the currently selected view set (Only book owners can delete if the view is public).

Create New View

When you select "Save as New View" from the view menu, a dialog is displayed where you can create a new view with a name based on the current sheet display settings.

  • View Name [A] - Enter the name of the view

  • Inheritance Relationship [B] - When creating a view that inherits from an existing view, select the source view to inherit from. The currently selected view (and views in its inheritance chain) are displayed as inheritance source options. If you select "None - Save as independent view", it will be saved as an independent view. For details about inheritance relationships, see "View Inheritance".

Edit View Setting

Views save display conditions such as columns and filters, but it's possible to override and configure some properties set in sheet settings. This allows each view to maintain and switch between individual display settings.

When you select "Edit View Setting" from the toolbar menu, a dialog appears to change the settings of the currently selected view. The dialog displays four tabs: "Basic", "Filter", "Columns", and "Format".

View Settings - Basic

In the Basic tab, you can change basic information and display settings related to the view.

  • [A] View Name – Set the view name displayed in the view switch pull-down menu

  • [B] Inherit From – When the view is an inherited view that inherits from another view, the name of the view specified as the inheritance source is displayed. For independent views, this field is blank.

  • [C] Change Inheritance Source Button – Displays a dialog to select the inheritance source view, allowing you to select and change the view that serves as the inheritance source for the current view.

Changing the inheritance source view will reset the current view's settings to the newly selected inheritance source view's settings. All settings that the view uniquely held, such as columns, filters, search forms, and conditional formats, will be discarded to match the inheritance source view.

  • [D] Display Records Per Page – Set the number of records to display in the sheet. This is the same setting as the one with the same name in sheet settings, but if a value other than the default value "(Inherit from Sheet Settings)" (or "(Inherit from Parent View Settings)" for inherited views) is set, the sheet will be displayed with this setting overriding when the view is selected.

  • [E] Display Size of Text – Specify the size of text (font) when displaying sheet content. This is the same setting as the one with the same name in sheet settings, but if a value other than the default value "(Inherit from Sheet Settings)" (or "(Inherit from Parent View Settings)" for inherited views) is set, the sheet will be displayed with this setting overriding when the view is selected.

  • [F] Row Height – Specify the height of rows displayed in the sheet in pixels. This is the same setting as the one with the same name in sheet settings, but if a specific value is set, the sheet will be displayed with this setting overriding when the view is selected. To clear the value override, click [G].

View Settings - Filter

In the Filter tab, you can change and confirm filter settings for records displayed when the view is selected.

  • [A] Show me – Specify the target records to display in the sheet. This is the same setting as the one with the same name in sheet settings, but if the view you are configuring inherits from another view, you can select "(Inherit from Parent View Settings)".

  • [B] Color Filter – Displays filter information applied to colors set on records. This information is displayed only when "Enable Filtering by Record Color" is checked in the sheet's option settings. This is the same setting as the one with the same name in sheet settings, but if the view you are configuring inherits from another view, the following two selections are available:

    • Inherit Parent Color Filter Setting - Inherits the color filter settings configured in the parent view

    • Override Color Filter Setting - Configures color filter settings unique to this view, regardless of the color filter settings configured in the parent view

  • [C] List of Applied Filters – A list of filter information applied to columns currently displayed in the sheet is shown. Usage is the same as the same setting in the sheet settings screen.

View Settings - Columns

In the Columns tab, you can change the column order when the view is selected, and collectively confirm and change the display/hide status of each column. Usage is the same as the same setting in the sheet settings screen.

View Settings - Format

In the Format tab, you can change sheet-level and row-level formatting settings when a view is selected. Usage is the same as the corresponding setting in the sheet settings screen.

When you change filter, column display, and format settings from the sheet settings screen while a view is selected, those changes are not automatically saved to the selected view (you need to explicitly save view changes), but when you change filter, column display, and format settings from the view settings screen, changes are immediately applied to the view settings when settings are saved.

Public View and Private View

There are "Public" and "Private" views in the views of the sheet.

"Public" view is a view that is selectable in the view switch pulldown from all users who can access the book. Only the book owner can change a view as public.

"Private" view is a view that can be set and selected only by the user who is currently viewing the sheet.

If you are the owner of the book, you can create views at any time, and you can set them as public if necessary. Public views are shared to other users according to the sharing setting of the book.

For general users other than the book owner, it is possible to create a private view only if "Allow to Create Private View" is enabled in the sheet's option setting.

View Inheritance

By specifying an inheritance relationship when creating a new view or explicitly setting an inheritance relationship after view creation, you can create views that automatically inherit changes to the display settings of specified views. Views created with such inheritance relationships are called inherited views, and the source view that the view inherits from is called the source view or parent view. Inherited views are sometimes referred to as child views in relation to the parent view.

Changes made to the source view are automatically reflected in inherited views, unless overridden in the inherited view. For example, if a new column is added to the source view, that column is automatically added to the inherited view as well, and if a new filter is applied, it is similarly applied to the inherited view.

Inheritance relationships can also be multi-layered. For example, if there is view B that inherits from view A, it is also possible to create view C that inherits from view B. Setting changes made to view A will be applied to both view B and view C by following the inheritance chain.

How to Use Inherited Views

When creating multiple views, by creating one master view and creating other views by inheriting from the master view, you can apply changes to all inherited views by maintaining only the master view.

When sharing a sheet with multiple people and allowing shared users to create private views, the created private views are outside the management of the book owner, making them difficult to maintain. By having users create private views that inherit from public views when creating private views, changes made by the owner to public views can be directly reflected in private views.

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