Views

A view is a way to display the same table rows. Switch between Table, Gallery, Kanban, List, Calendar, Chart and Analysis in the tab bar, and save any arrangement — mode, sorting, filters and hidden columns — as a named saved view, without affecting the others or duplicating data.

View types

Table

Classic grid of rows and columns. Lets you sort, filter, resize and reorder columns, with optional grouping.

Gallery

Each row becomes a card. If the table has an Image column, the first one becomes the cover strip at the top of every card. Supports grouping into collapsible sections.

Kanban

Board with lanes: groups by a Select column and lets you drag cards between lanes to change their value — same drag feel as the Tasks board, with full-height lanes.

List

Compact list display, useful for quickly scanning many records. Also supports grouping.

Calendar

Places records on a monthly calendar using a Date column you choose; records without a date are counted separately.

Chart

Summarizes the data as bar, line, area, pie, scatter or histogram, with aggregation (sum, average, count, minimum, maximum).

Analysis

Pivot table that crosses several row and column fields and aggregates the values at each intersection.

Saved views

A saved view is a named snapshot of how you look at the table: the view mode plus sorting, structured filters, quick filters, hidden columns and the Kanban/Calendar column. Saved views appear as tabs above the table — click one to apply it, and any change you make while it is active is stored back into it.

1. 1Arrange the table the way you want (mode, sorts, filters, hidden columns).
2. 2Click save view in the view tab bar.
3. 3Name it (for example, "Open deals" or "This month").
4. 4Switch between saved views by clicking their tabs; use the tab menu to rename or delete a view.

Create a Kanban board

1. 1Switch to the Kanban tab.
2. 2Pick a Select column in the "Group by…" dropdown — each of its options becomes a lane.
3. 3Drag cards between lanes to update that column's value on the row; the dragged card tilts slightly, just like on the Tasks board.
4. 4Long lanes load in batches — click the counter at the bottom of a lane to show more cards.

Use the Calendar

1. 1Switch to the Calendar tab.
2. 2Choose the Date column that positions the records (if the table has none, add a Date field first).
3. 3Click a record to open it; records without a date appear as a "without a date" counter so nothing is lost.

Build a Chart

1. 1Switch to the Chart tab and choose the format: bar, line, area, pie, scatter or histogram.
2. 2Set the dimension (the category or date on the axis) and, for dates, the granularity: day, month, quarter or year.
3. 3Set the metric and the aggregation (count, sum, average, minimum, maximum).
4. 4The chart updates itself as you edit the rows.

• Split by a second column to get stacked or side-by-side series, or add a secondary metric drawn as a line over the bars (combo).
• Pie charts can become donuts with the total in the center; bars can be horizontal for long labels.
• Optional goal line, trend line (moving average), top-N categories with the rest grouped as "Others", value format (number, currency, percent) and color palettes.
• Export the result: copy the chart as an image, or download it as PNG, SVG or the underlying data as CSV.

Build an Analysis (pivot table)

1. 1Switch to the Analysis tab.
2. 2Drag fields into ROWS and COLUMNS — several per side, either nested or side by side.
3. 3Choose the value field and one or more measures: count, distinct count, sum, average, median, min, max, range, standard deviation and variance.
4. 4Optional: totals per row and per column (each with its own measures), subtotals, and values as a percentage of the total.

Date fields can be bucketed by day, month, quarter or year. You can collapse and expand groups, copy the analysis to paste elsewhere, and turn it into a chart with one click ("View as chart").

Default view

Each table remembers the view you left it in. In the module settings you choose which view mode new tables start in, and whether Bases opens on the overview or jumps straight into the first table.