​
Understanding Custom Views

Custom Views allow you to save specific configurations of your sheets, including column visibility, sorting, filtering, and grouping settings. This powerful feature helps you create specialized perspectives of your data for different purposes.

​
Benefits of Custom Views

Custom views provide several advantages:

  • Task-Specific Layouts: Create different views optimized for specific workflows
  • Reduced Clutter: Show only relevant columns for each purpose
  • Quick Access: Switch between pre-configured setups instantly
  • Collaboration: Share standardized views with team members
  • Personal Optimization: Each user can create their preferred views

​
Creating a Custom View

1

Configure Your Sheet

Start by setting up your sheet exactly as you want to save it:

  • Show/hide columns as needed
  • Apply the desired filters
  • Set sorting preferences
  • Configure any grouping options
2

Save the Current View

Once your sheet is configured, duplicate the sheet

3

Name and Configure View

In the dialog that appears:

  • Provide a descriptive name for your view
4

Save the View

Click “Save” to store your custom view

​
Elements Included in Custom Views

When creating a view, you can choose which settings to include:

ElementDescriptionExample Use Case
Column VisibilityWhich columns are shown/hiddenHide technical columns for a presentation view
Column OrderThe arrangement of columnsPut most important metrics first for analysis
Column WidthCustom width settingsOptimize space allocation for different screen sizes
SortingRow ordering rulesSort by funding amount for investor-focused view
FilteringActive data filtersShow only US-based companies for regional analysis
GroupingRow grouping configurationGroup by therapeutic area for portfolio analysis
Row HeightCompact or expanded rowsCompact for overview, expanded for detailed reading