Build Data Views from your tables#

A Data View turns the rows of one table into a focused table, card list, or checklist. Add it to a Pegboard when you want the same structured state presented for a particular purpose: a watchlist, project overview, review queue, or compact feed. To plot those rows instead, the Chart widget is a separate thing with its own guide.

A useful mental model is:

Workflow → Table → Data View → Pegboard

The workflow keeps the data current. The table declares what one row is, what each column means, and holds the rows. The Data View chooses which rows to read and how they should look. The Pegboard places that view alongside the rest of your system.

Start with the table#

Every Data View reads one table. Its declared columns become the choices available when you configure columns, card templates, filters, and ordering — and their kinds decide which presentations and axes are offered.

Information	Column kind
Names, labels, URLs, icons	Text
A status from a fixed set	Select
Counts and whole quantities	Integer
Amounts, scores, percentages	Decimal
Yes/no state	Boolean
Calendar days	Date
Exact timestamps	Date and time

Declare columns around facts you want to keep, not around one temporary visual treatment. A Select column is worth preferring over Text anywhere you will filter or group by it, because its options are fixed and cannot drift into three spellings of the same status.

A JSON column is where an API-shaped payload belongs, and it is not a useful view column: it renders as structured data, and nothing inside it can be filtered, ordered, or grouped. Pull the handful of values a view reads into columns of their own and leave the rest as JSON.

Rows also expose their id. For data synchronized from another system, use stable string IDs and have the workflow upsert the same rows on later runs.

If the table is a log of readings — one sleep measurement per night, one metric sample per minute — the view worth building is not over that table. Have a workflow aggregate it into a table whose rows are what you want to look at, and point the Data View at that.

Add and configure a Data View#

1. Open a Pegboard and add a Data View widget.
2. Open Edit widget from its context menu.
3. Choose the source Table.
4. Optionally add search, filters, ordering, a result limit, or an offset.
5. Choose a View Type: Table, Card, or Checklist.
6. Bind the columns required by that presentation.

Search and filters decide which rows qualify. Ordering decides which come first. Limit and offset select the returned window. A Data View reads at most 100 rows, so make sure the query window contains the records your view needs.

A filter offers only the comparisons its column's declared kind can answer, which is the same principle running through the whole system: the declaration decides what is possible. A date gets the orderings, text gets Contains, and a select gets its own options to choose from rather than a box to type into. A list column is the interesting case, because a list is not compared — it is asked what it holds. Includes matches a row whose list holds the value you name, so a Tags column filtered on urgent finds the rows carrying that tag. Where a filter takes several values — Includes any of for a list, Is any of and Is none of for a single-valued column — the values collect as chips, and a row qualifies on any one of them. That is how you build the view that shows only what is todo or doing without building two views.

A row that does not satisfy the declaration renders in place with the reason it is broken and its raw values, rather than being dropped or blanking the view, and can be corrected there.

The Columns section in the settings lists what the table declares — every column, its kind, and how many options or nested columns a compound one holds. It is there to read while you bind, so the names you type into a text slot match what the table actually calls them.

Table View#

Use Table when comparison and detail matter. Select the columns to show, choose one primary column, and assign presentations such as text, number, date, boolean, link, status, tags, structured data, or code.

A project watchlist might use:

Column	Kind	Use
title	Text	Primary column
status	Select	Status presentation and filtering
priority	Integer	Sorting and comparison
updated_at	Date and time	Recency
url	Text	Link to the source

Card View#

Use Card for a compact list of recognizable rows. Each row becomes a card with an icon, title, description, color, and an optional destination.

Every one of those five is set in one of two ways:

• Column picks one of the table's columns from a dropdown. The card shows that column.
• Text writes a template that can combine several columns. It reads well but cannot be edited from the card, because there is no way to tell which part of the finished line came from which column.

With Can edit on, a Title or Description set to Column can be typed into straight on the board. Click the text, change it, and press Enter or click away to save it; Escape puts it back. Icon, Color, and URL still show what they hold rather than becoming fields. If neither Title nor Description is a Column, nothing on the cards can be edited, and the settings say so under Can edit.

Reach for Column whenever one column is what the slot shows. Text is for when you want to combine.

Text slots use exact tokens:

Icon:        {{ icon }}
Title:       {{ title }}
Description: {{ summary }}
Color:       {{ color }}
URL:         {{ url }}

Tokens insert the row's exact column value. They do not evaluate expressions, property paths, or HTML.

Prepare values in the table before displaying them:

• Icons are either an Iconify identifier such as ph:bookmark, or a single emoji such as 🥛. Emoji are worth reaching for wherever the icon sets run out — groceries, food, travel — and work the same way in a Column or a Text slot, so a row storing 🍌 in its icon column draws 🍌. For one icon on every card, the button beside the Icon slot opens a picker with Phosphor icons and emoji.
• Colors can be neutral, accent, info, positive, warning, critical, or a valid hex color. The six names describe meaning rather than a shade, so they keep reading correctly in either theme; a hex does not.
• Destinations must be absolute http:// or https:// URLs.

Invalid values fall back safely rather than becoming executable styling or navigation.

Checklist View#

Use Checklist for a list of things to finish — a shopping list, a packing list, a set of steps. It is Card with one addition: you choose which column means done, and then each card can be ticked off from the board. Every card carries a checkbox, and clicking anywhere else on the card ticks it too.

A finished card fills its box, fades, strikes its title, and sinks below the ones still open. The background stays the same down the whole list, so a finished row reads as finished rather than as a stripe.

The Done column is either a boolean column, or a select column where you say which of its options count as finished and which one a row returns to when you reopen it. A table of tasks already fits: its state column arrives with completed and discarded treated as done.

If a table has neither a boolean nor a select column, add a boolean column to it first.

Adding a row#

Card and Checklist carry an Add to line at the bottom whenever the cards can be edited: Can edit is on and Title or Description is set to Column. It creates the row immediately, filled with each column's starting value, and the new card appears in place ready to edit. There is no form to fill in first — put the name straight onto the card.

Note: a column that cannot be null and has no blank value — a date, an instant, a select with no options — leaves nothing to start a row from. The line names the column standing in the way instead of creating a row the table would refuse.

Sorting what you see#

Every Data View has a sort control in its top corner. The sort saved in the view's settings is the default; choosing another one changes only your own view, and it returns to the default next time the page loads. A Checklist always sinks finished rows below the rest, whatever else you sort by.

Ask the assistant to prepare the data#

The assistant can create a table, change its columns, build a workflow that normalizes or aggregates incoming records, write rows, and verify representative results. Where it has been granted the page tools it can also place the widget and apply the bindings; without them it prepares the data and reports what to bind.

A useful request is:

Create a weekly-metrics table ready for a Data View, and a workflow that keeps it current. Use one row per day and channel, preserve stable IDs, and make the date and value columns the right kinds. Then tell me which columns to bind in the Data View.

A good handoff identifies the table slug, suggested View Type, query ordering, and the columns each part of the presentation binds. You can then apply those bindings in the widget editor.

When a view needs attention#

If a column is not offered where you expect it, confirm the table declares it, then check its kind. Filtering, ordering, and grouping all need a column that reduces to one comparable value, so a JSON, object, or block column is offered for none of them, and a list is offered to filters alone.

A write never adds a column. A workflow sending a key the table does not declare is refused, so the missing column is added to the table first and backfilled second.

If expected rows are missing, inspect the Data View's search, filters, ordering, limit, and offset. Presentation ordering only works with rows already returned by the query.