How to Create Views of your Dataset

Views help make data management easier than ever.

1. OPEN THE VIEWS LIBRARY
Click on the “Views” tab on the left sidebar to see a list of all the views created on your account.
2. SELECT “ADD NEW ITEMS” AND CLICK “NEW VIEW”
You can access the “New View” button in two different ways. The first is to select the Mapline logo in the top left and select “New View” there. The second is to find it under the “Add New Items” menu.
3. ASSIGN A NAME AND SELECT A DATASET
Enter a name into the input box to assign a name to your view, and click the dropdown to select the source dataset.
4. SELECT YOUR DATASET FROM THE DROPDOWN
Apply filters to your dataset by choosing a column in your dataset, and setting the criteria to show only the pins that you want visible. You can set multiple criteria like all pins in California assigned to Sally. Then click “Next.”
5. APPLY FILTERS TO YOUR DATASET
Apply filters to your dataset by choosing a column in your dataset, and setting the criteria to show only the pins that you want visible. You can set multiple criteria like all pins in California assigned to Sally. Then click “Next.”
6. SELECT COLUMNS TO INCLUDE
Your view will only show the columns that you want to ensure data security. Choose the columns you wish to include by checking the corresponding boxes. If you have a lot of columns, you can use the search bar to find them quickly. Then click “Done.”
7. ACCESS YOUR VIEW
Once your view is created, it will appear in the Views Library. You can be use it just like any other dataset.
Watch a demo if you’re still not sure how views can help with data management.