- Help Center
- Getting Started
- Customizing your first view
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Video Walkthroughs 🎥
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Release Notes
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Getting Started
- Let's Model
- Connect your Accounting System
- Mapping Sheets
- Making new sheets and linking rows
- Rolling the model forward each month
- Dashboard and Charts
- Customizing your first view
- Sheets, Rows, Columns and Views
- View Types
- Help Context Menu - Popular
- Collaboration
- Rolling your Model forward each month
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What is OnPlan?
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Onplan Interface & Basic navigation
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Views
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Charts & Dashboard
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Sheet Functionalities
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Other Functionalities
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Scenario Planning & Report Build
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OnPlan Training 101
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Database Administration
Customizing your first view
In a traditional spreadsheet, everyone sees the same thing when they look at a sheet. However, not everyone on your team has the same needs or needs to look at the same information to do their work.
That is where views come in. A view allows you to customize what information displays in a sheet based on the criteria you set. All the underlying content in the sheet will be the same, but how you see that information can differ depending on your needs. Let's make a new grid view and customize it to our liking!