Understanding views

How to view data through different lenses

Greg Janota avatar
Written by Greg Janota
Updated over a week ago

In Skippet, views are different lenses you can use to look at and interact with the items saved in your databases.

Data views

When creating a new view through the Create action in the top part of the navigation bar, you first get to pick its type.

Each view type has different settings you can use to customize how items are displayed in the view.

Directions: you can set the settings of a view from the View section in the settings bar.

Coming soon: for now, you can not change the type of a view after you created it. Making the type changeable is a feature on our radar though, and we will work on an improvement soon.

Data view types

Table

Display your items as rows in a table. Each field corresponds to a column.

Calendar

Plot your items as events in a monthly, weekly, or daily calendar according to a specific date field. Calendars are a great way to visualize dates.

Note: items can only be viewed in a weekly or daily calendar if the specific date field includes a time.

Board

Visualize your items as cards in columns, and drag them around. Boards are most useful when tracking a process or a pipeline or grouping items into categories.

Gallery

Visualize your items as cards paired with a cover image. Great for photos in a directory, designs in a portfolio, or company logos in a CRM.

Map

Plot or drop your items as markers in a map according to a specific location field. Maps help visualize items that include locations.

Discussion

Chat with other users who can access this view (see Permissions). Great for collaborating with your team and commenting on items saved in other views.

Form

Submit new items to a database through a form. Forms help you get information from other users in your workspace.

Chart

Charts views let you display data from number fields in bar charts, line charts, pie charts, or scatter charts. You can categorize your numerical data by any other field and have additional breakdowns. Charts are great for showing financial information.

Coming soon: currently, you can not aggregate data that is not numerical (for example count the number of items in your database). This feature is near the top of our roadmap.

Creating a new database view vs sourcing data from another view

After you pick the type of a view, you get to choose if the view should be a new database, or source the data from another existing view.

If you are after organizing new data that you did not save in any other database in your workspace in Skippet, then create a new database view.

Otherwise, create a new data view that sources its data from another, already existing, database view. In this way, you avoid duplicating data and ensure that items are always automatically up-to-date wherever they are displayed.

For example: if you have a Projects table view to track projects, including their deadlines, by creating a calendar view sorcing from the table view, you can create a Deadlines calendar so that any project with a deadline added to the project table will appear automatically also on the calendar view.

Recap:

  • a database view is where the actual database lives and data is saved; if you delete this view, you delete the inner database, and thus you lose your data

  • a data view sources data from another view; if you interact with the data through the view, the related database is updated, but if you delete the view, you do not delete the database, and thus you do not lose your data

Note: certain view types can be database views or data views (tables, calendars, boards, galleries, maps, discussions), whereas other types can only be data views sourcing data from other views (charts, forms).

Filters and sorts

In a view, you can filter and sort items according to the values saved in their fields by setting filters and sorts in the view toolbar.

Bookmarks

You can also save a specific configuration of the filers and sorts in a view as bookmarks.

Item name field

In the Fields section of a database view (reachable from the settings bar), you can define how items from the database are named and referred to univocally across the workspace.

Select any text field as the item name field and Skippet will use the corresponding saved text value when recalling items from that database.

Page view

Pages are a special type of view. You can write text on a page, and format it as you like:

or embed multiple other views in it, and interact with their items:

What’s next?

With Skippet’s different field types and views, you have a lot of power and flexibility at hand to build a solution by yourself. Skippet’s generative AI is here to help you generate a first-draft solution tailored to your needs.

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