ADVANCED FEATURES
Custom Views
Learn how to create and manage custom views to organize your data in Raycaster AI Workspace
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:
Element | Description | Example Use Case |
---|---|---|
Column Visibility | Which columns are shown/hidden | Hide technical columns for a presentation view |
Column Order | The arrangement of columns | Put most important metrics first for analysis |
Column Width | Custom width settings | Optimize space allocation for different screen sizes |
Sorting | Row ordering rules | Sort by funding amount for investor-focused view |
Filtering | Active data filters | Show only US-based companies for regional analysis |
Grouping | Row grouping configuration | Group by therapeutic area for portfolio analysis |
Row Height | Compact or expanded rows | Compact for overview, expanded for detailed reading |