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Create and edit a view

Save a named view with filters, then edit, duplicate, reorder, set as default, or delete it.

A view keeps a name, a description, and a list of filters. The view editor has no separate layout for rows and columns. Filters control both: variable filters set the rows, and a Time period filter sets the period columns.

You must be a workspace Owner to create or change a view.

1. Open the view editor

  1. Go to Scenario planning → open a model.
  2. Select Views.
  3. Select New. If the model has no views, select Create a view.

A new view starts with the filters of the view that is open now. If All variables is open, the new view starts with no filters.

2. Name the view

  1. Type a name in the Add name field. The name is necessary, and it can have up to 120 characters.
  2. Optional: type a description in the Optional description field.

Use a name that tells the purpose, such as "Board review, FY27" or "Sales plan, Q3".

3. Add filters

  1. Select Add filter. The new filter starts as a Variable filter.
  2. Select the filter type in the first list.
  3. Select the operator, when the filter has one.
  4. Select or type the values.
To controlUse these filters
The rowsVariable, Variable contains, Variable in section, Variable in group, Variable has dimension
The dimension itemsDimension
The period columnsTime period
The scenarioScenario
The dashboard cardsChart

Each filter must have a value before you can save. To remove a filter, select × on its row. For the rules of each filter, see Filter a view.

4. Save the view

  • Select Save to keep the view. Eigenn does not apply a new view. When you edit the open view, the grid shows the change.
  • Select Save and apply to keep the view and show it at once.
  • Select Cancel to close the editor without a save.

If the save fails, Eigenn shows an error message in the toolbar. The editor stays open, so you can try again.

5. Manage views

Open Views. Each view row has these controls:

ControlResult
Up and down arrowsMove the view in the list. You can also drag the row.
StarSet the view as the default. Select the star again to clear the default. A model has one default view.
PencilOpen the view in the editor.
CopyMake a duplicate and open it in the editor. A copy of "Revenue review" has the name "Revenue review copy". The copy has its own filters and is not the default.
ShareOpen the sharing panel for this view. See Share a view.
TrashDelete the view at once.

When you delete the view that is open, the grid returns to All variables. A deleted view also loses all of its share grants.

Related

  • Views
  • Filter a view
  • Share a view
  • Organize variables
  • Create a chart

Create a variable

Add a variable to a section, give it a unique name, and give it values, a formula, or a data link.

CSV import

The CSV file format that the transaction importer accepts, the column mapping, and how imported rows reach a planning model.

On this page

1. Open the view editor2. Name the view3. Add filters4. Save the view5. Manage viewsRelated

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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
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