Creating a data view in Comeen is a powerful way to organize, filter, and sort raw data from your data source into a more usable format. Whether you're working with calendar data or any other type of source, data views enable you to focus on what matters most.
In this guide, we'll walk you through the steps to create a data view, customize it, and use it effectively. By the end, you'll have a clear understanding of how to make the most of this feature.
What is a data view?
A data view is a feature in Comeen that allows you to refine and structure raw data from your data source. By using filters, columns, and sorting options, you can create tailored views that meet your specific needs.
Example:
Imagine you have an ICS calendar file containing all events. A data view can help you extract only the meetings scheduled for November 2023, organized in an easily readable format.
Raw Data:
Contains all events, unsorted and unfiltered.
Data View Example:
A filtered table displaying only meetings happening in November 2023.
Steps to Create a Data View
Navigate to your data source and click on “Raw Data”.
Select “New View” to start creating a data view.
Assign a descriptive name to your view.
Click “OK” to create your new view.
By default, your view will be empty. Click on “Edit View” to begin customization.
Add the columns you need by selecting “New Column” .
Provide a name for each column and map it to a corresponding column from your data source.
Once your columns are added, you can refine the data using filters.
Example: To display meetings scheduled between November 1 and November 30, add two filters:
Start Date >= November 1, 2023
End Date <= November 30, 2023
Choose how to sort your retrieved data by selecting a field.
Specify whether the sorting order should be ascending or descending.
After customizing columns, filters, and sorting, click “Save”.
After saving the View, go to the Data Source, click the view drop down.
You should now see your new view.
Using Your Data View
Your data view is now ready to use! You can integrate it directly into the designer to visualize or utilize the structured information as needed. Data views help streamline your workflows and ensure you're working with the most relevant data at all times.
By following these steps, you can effectively organize your raw data into actionable insights.
Go to Designer.
Click on an existing template that is currently using the Data Source.
Click on any data point, then on the right-hand side, click on the Data view drop-down.
You can now see the new view as an option to use in your templates.