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Views: An Overview

A view is a table or list that displays selected data from application records, usually in a predefined sorted order. Your email inbox is an example of a view.

Sorted Views

A sorted view is simply a view that has been sorted: Its records are organized into a defined order based on their data. It’s very similar to sorting columns in a spreadsheet.

In the example below, expense report records are sorted by their Report Date in descending order (newest expense reports first).

Sorted View Example

Grouped Views

Grouping is an additional way records can be organized in views. With grouping, instead of just sorting records by a specific field value, such as department, all the records that have the same department value are grouped together and displayed under a heading of that department value.

In the example below, expense report records are grouped by department and then employee name, and finally sorted by their Report Date in descending order (newest expense reports first). As you can see there are a set of blue headings that give the department names (Customer Service, Manufacturing, Marketing, etc). The Manufacturing department’s group has been expanded (by clicking on it), and there are a set of yellow headings that give the employee names of those who are in the Manufacturing department (Dan Smith, Fred Smith, etc). Finally the Dan Smith employee group has been expanded to show all the expense report records that Dan Smith has, sorted by the report date.

Grouped View Example

There is an additional function that the grouping can perform. As well as helping to organize the expense reports, or whatever the view is showing, if there are any numeric columns, the grouping can show the sum, average, minimum or maximum value for each grouping and for the view as a whole. In the example above, it is showing the expense report totals summed by the employee and department groupings, and also the total for all the expense reports in the view.

Updated on June 5, 2019

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