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Views

A view is a saved, filtered focus over one model that you can open again or share with a teammate.

A view is a saved focus over one model. It has a name, an optional description, and a list of filters. When you open a view, the grid shows only the variables, dimension items, scenarios, periods, and charts that its filters allow.

A view does not copy the model. It shows the live model through its filters. When a value in the model changes, the view shows the new value. To keep the model as it is on a date, save a version.

Use a view to:

  • show one department or one region of a large model
  • prepare a focused review, such as revenue for the next two quarters
  • give a teammate access to part of a model without the full model

Find the views of a model

Go to Scenario planning → open a model → select Views. The menu lists All variables and each saved view of the model. Select a view name to apply it. Select All variables to show the model without view filters.

A change of view does not change model values. The star marks the default view. The model opens with its default view applied.

The Views menu of a model with All variables, a Revenue review copy, and the Revenue review view marked as the default. Each saved view has move, default, edit, duplicate, share, and delete controls.

Who can use views

  • Only a workspace Owner can open the full model. An Owner can create, edit, reorder, duplicate, delete, and share views.
  • Other teammates open a view only when an Owner shares it with them. They see the view and not the full model.

Pages in this group

  • Create and edit a view: name a view, add filters, and manage the list of views.
  • Filter a view: the filter types and how they combine.
  • Share a view: give a teammate view or edit access, and what the teammate sees.

Related

  • Versions
  • Scenarios
  • Dimensions
  • Collaboration
  • Export and share charts

Versions

A version is a saved, read-only copy of a whole model that you can preview, compare, and restore.

Write a formula

Open the formula bar from the grid, enter a formula with suggestions or a template, and save it for all periods or for one period.

On this page

Find the views of a modelWho can use viewsPages in this groupRelated

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Overview
Overview
OverviewAccount PreferencesApproval PoliciesAssistant AutomationAssistant Command CenterAssistant Workspace and Saved WorkBank ConnectionsBilling and UsageBudgets and ForecastCommand CenterCustomer FieldsCustomer LifecycleCustomer RecordsCustomersDeveloper PlatformDocument Processing and ExtractionFiles and Document VaultFinancial Analytics and ReportsFinancial OverviewInbox and ApprovalsInvoice InsightsInvoice ProductsInvoicesMarketplace IntegrationsNotifications and BrandingOnboarding and SupportOverviewPlanning Data and DimensionsPlanning Models and FormulasPlanning Time and ActualsPlanning UncertaintyPlanning Versions and CollaborationPlanning Views and ExportsPlans and AdjustmentsReceivablesReceivables AnalyticsReceivables ControlsRolling Budget CloseScenario PlanningSecurity and AccessSettings OverviewStress TestsTeams and OrganizationsTone Profiles and ExperimentsTransaction Categories and RulesTransaction CodingTransactionsWeekly Finance RitualWorkflow ExecutionsWorkflow OutcomesWorkflow PausesWorkflows
OverviewBudget vs. ActualsBuild a Driver-Based Planning ModelBuild and Review a ForecastBuild Your First WorkflowCollaborate on a Planning ModelCompare and Share Planning ScenariosConfigure Approval PoliciesConfigure Assistant OperationsConfigure Customer FieldsConfigure Notifications and BrandingConfigure Planning Time and ActualsConfigure Receivables ControlsConnect Planning Data and ActualsConnect Transaction RecordsConsolidationCreate and Manage CustomersCreate and Send InvoicesCreate Your First Planning ModelDeveloper API SetupFirst Cash ReviewHeadcount PlanningInvoice Collection WorkflowMaintain Transaction RulesManage Security and BillingManage Team AccessManage the Invoice LifecycleMCP WorkflowsMonitor and Recover WorkflowsOrganize and Share DocumentsProcess Inbox ItemsReconcile and Categorize TransactionsRevenue ForecastingReview a Customer Finance RecordReview, Restore, and Export a Planning ModelRun a Finance Operating ReviewRun a Receivables Tone ExperimentRun a Runway Stress TestRun Planning Uncertainty AnalysisRun Your First Command Center ReviewSave and Share Assistant WorkSet Up a WorkspaceTroubleshoot Account AccessWebhook DeliveryWeekly CFO Review
Overview

Concepts

DataDimensionsFormulasScenarios

Variables

VariablesChange an input over timeCreate a variableFormat a variableOrganize variablesTime totalsUse a variable from another modelVariable types

Time

TimeLast actual dateRoll the model forwardTime granularityTime settings

Formulas

FormulasBlanks and helpersCommon formulas: cash and balance sheetCommon formulas: cohortsCommon formulas: currency and multiple entitiesCommon formulas: headcount and payrollCommon formulas: SaaS metricsCommon formulas: seasonalityConditionalsDimension referencesFormula syntaxFunctionsTime referencesTroubleshoot formulasValues with uncertaintyWrite a formula

Charts and Dashboards

Charts and dashboardsCompare scenarios and versionsCreate a chartExport and shareTablesTime aggregation in charts

Dimensions

DimensionsApply a dimensionCreate a dimensionDimension examplesDimension totalsThe Dimensions page

Data

DataChoose cash or accrual for XeroConnect a data sourceLink a variable to dataRefresh and check actualsUse transaction categories as actuals

Data Integrations

Data integrationsBank transactionsCSV importFortnoxQuickBooksStripeXero

Views

ViewsCreate and edit a viewFilter a viewShare a view

Versions

VersionsCompare versionsRestore a versionSave a version

Scenarios

ScenariosCompare scenariosCreate a scenarioPlans and adjustmentsStress tests and shocks

Collaboration

CollaborationComment on a modelShare a model and set accessTeam roles and planning access

Managing Models

Managing modelsDuplicate a modelExport a modelModel limits and performanceStart from a templateThe models home and foldersTrash, restore, and delete a model
OverviewIntegrationsMCPSDKsWebhooks
OverviewAuthenticationBank Accounts APICustomers APIErrorsForecasts and Stress Tests APIInvoice Payments APIInvoices APIPaginationRate LimitsRemote Tracker API StatusTracker Categories APITracker Entries and Timers APITracker Projects APITransactions APIWebhooks API StatusWorkflows API
Overview
Overview