Difference between revisions of "Creating a New View"

From Explore Analytics: The Wiki
Jump to navigation Jump to search
 
(8 intermediate revisions by 2 users not shown)
Line 9: Line 9:
 
To create a new view:
 
To create a new view:
  
#in the menu select Explore -> Data Sources and Tables
 
#select a data source to list its tables
 
#using the context menu (right-click or touch) on the desired table, select Create View. You can right-click anywhere on the row
 
#give it a name
 
#if you don't want the new view to be added the Favorites, uncheck the option "Add the new view to Favorites"
 
#click OK
 
  
The new view is created and displayed. You may now make changes to it. Changes are automatically saved.
+
#Navigate to the '''File menu''' and select '''Create a new view'''
 +
#:[[File:create_a_view.png|500px]]
 +
#Select a data source and table for the view to query for data, then select '''Next'''
 +
#:[[File:create_a_view2.png|300px]]
 +
#Give the view a name, and select the type of view. Optionally, you can check the option '''Add the new view to Favorites''' to automatically add it to your personal favorites menu. Click '''OK'''
 +
#:[[File:create_a_view3.png|300px]]
 +
 
 +
The new view is created and displayed, and you can start making changes to it. Changes are automatically saved.
  
 
==Cloning a View==
 
==Cloning a View==
  
 
Another way of creating a new view is by [[Cloning a View|cloning an existing view]].
 
Another way of creating a new view is by [[Cloning a View|cloning an existing view]].
 +
 +
[[File:clone_button.png]]
 +
 +
{{Template:TOC|Sharing a View|View Editor}}

Latest revision as of 07:01, 5 March 2019

Overview

A view is always based on a table and may include data from related tables as well. When you create a new view, it starts off as a list with no filter and includes all the fields of the table upon which this view is based.

A view is automatically created the first time you click on a table in a list of tables for a data source. Once a table has at least one view, clicking on a table will open an existing view.

Creating a New View

To create a new view:


  1. Navigate to the File menu and select Create a new view
    Create a view.png
  2. Select a data source and table for the view to query for data, then select Next
    Create a view2.png
  3. Give the view a name, and select the type of view. Optionally, you can check the option Add the new view to Favorites to automatically add it to your personal favorites menu. Click OK
    Create a view3.png

The new view is created and displayed, and you can start making changes to it. Changes are automatically saved.

Cloning a View

Another way of creating a new view is by cloning an existing view.

Clone button.png