Create and share saved views

📘

Saved views were formerly known as bookmarks.

Create a saved view to capture a specific set of changes on top of a published workbook. These changes can vary in complexity, from a single modified filter or control, to new charts and data. A saved view can be a personal view that's visible only to you, or it can be a shared view that other members of your organization can access.

As you make changes in a custom view, Sigma automatically saves your work as a single, unnamed view. A saved view is a named version of the custom view that you can return to later or share with others. For more information about working in custom views, see Create and interact with custom views.

Saved views support several personal and collaborative workflows:

• Considerations when using saved views: Evaluate whether saved views are suitable for your workflow
• Bookmark your changes in a saved view: Create a new personal or shared view
• Collaborate with other users by sharing views: Share an existing saved view with other users
• Access your previous views: View your most recent or all saved views
• Manage your saved views: Edit an existing saved view, or rename/delete a saved view

System and user requirements

• All users with access to a workbook are able to save personal views.
• You need Create, edit, and publish workbooks account type permissions to share a saved view. See Account type and license overview.
• Guest users cannot create shared views.

Considerations when using saved views

Saved views depend on the underlying workbook. Any changes, such as adding/removing filters, duplicating pages, or deleting elements in the underlying published workbook can affect or break saved views. If there are conflicts between the published version of the workbook and the saved view, you might need to manually update your saved view.

For example:

• Deleting a filter from the published workbook removes the filter from all saved views.
• Deleting a data table from the published workbook results in all child elements (such as charts, pivot tables) being removed from the related saved views.

The more changes you make on the saved view, the more likely it is that small changes in the underlying workbook can affect or break your analysis in the saved view.

As a result, saved views are not recommended as a version control tool. Saved views are best for preserving a particular workbook configuration for later reference and editing, such as saving a set of filters that a specific team may want to return to frequently.

If you want to support a version control workflow, consider using version tags instead. Version tags are best for preserving a static snapshot of a workbook at a particular state in time, but cannot be edited directly like saved views. See Create and manage version tags.

Create or share a new saved view

When creating a saved view, you can create it as either a personal or shared view. Personal views are visible to only you, and are useful to save changes only you need to access. Shared views can be shared with multiple members of your organization, and can be used for collaboration.

To create a saved view:

1. Make changes in a custom view.
2. From the document menu, select Custom views, then Save this custom view.
3. In the Save view modal, enter your desired view name.
4. Save the view as either a personal or shared view:

🚩

There is a limit of 10 shared views for each version of a workbook. There is no limit on personal views.

• Personal view: Select Save.
• Shared view: Select the checkbox next to Shared view, then select Save.
• (Optional) To set this view as your default landing page when viewing the workbook, select Set as your default view.

Share an existing saved view

💡

Sending a link of a saved view (personal or shared) to another user will make the changes in your saved view available to the user as a new custom view. This custom view will continue to inherit any updates you make to your saved view. To collaborate on the same shared view, you should make the personal view a shared view.

To share an existing personal view as a shared view:

1. From the document menu, select Custom views, then All views.
2. From the Saved views tab, click More next to the personal view you want to share, then select Set as shared view. This makes the shared view visible to all users who have Can view or Can edit access to the workbook.

Accessing previously saved views

To access previously saved views:

1. From the document menu, select Custom views.
2. To view your most recent saved views, select the view under Recent saved views.
3. To view all previous saved views, select All views.
4. Select the Saved views tab to see previous saved views.

Manage saved views

Editing saved views

To edit and save changes to an existing saved view:

1. Open your saved view. From the document menu, select Custom views, then All views. From the Saved views tab, select your saved view.
2. On your saved view, make changes to the workbook.
3. From the document menu, select Custom views > Save updates to <view name>.

When you make changes to a saved view, the workbook header turns green to indicate that you're working in a custom view layered on the saved view. If you have Can edit access, you can merge these changes into the published workbook instead of saving them to the view. The merge prompt appears only after you make a change. See Merge your changes to the published version.

Renaming or deleting saved views

To rename or delete existing saved views:

1. From the document menu, select Custom views, then All views.
2. From the Saved views tab, select More ⋮ next to your saved view.
3. Select Edit name or Delete:
   • Edit name: Enter your desired name.
   • Delete: Select Delete.