đĄ Save views
Building the perfect cost view takes time â selecting the right filters, groupings, date ranges, and chart configurations. Saved Views lets you preserve that work so you can return to it instantly, without reconstructing your setup every session.
Overview
With Saved Views you can:
- Save your current Data Explorer state as a named, personal view
- Load any saved view from your library with one click
- Share a view with colleagues by copying a URL
- Share globally â Tenant Admins can share views with all users on the tenant
- Manage your views â rename or delete as needed
Save a view
To save your current exploration state as a new view:
- Set up your desired Group By, filters, date range, and chart configuration in Data Explorer.
- Click the Save As button in the top-right toolbar.
- Enter a name for the view (e.g., “Weekly Org Spend” or “Pipeline Cost Triage”).
- Optionally, add a description explaining what the view is for.
- Click Save.
A confirmation message appears, and the Active View Bar displays below the page header showing the view name and when it was last saved.
Browse and load views
To open a previously saved view:
- Click the Views button in the top-right toolbar to open the Views panel.
- Browse your saved views or use the search bar to find a specific view by name.
- Click a view to load it.
Data Explorer applies the saved Group By, filters, date range, and chart configuration. The Active View Bar appears showing which view is active.
Global Shared Views
Tenant Admins can share views with all users on their tenant â making them available in every user’s Views panel.
To share a view globally:
- Open the Views panel and locate the view you want to share.
- Click the overflow menu (three dots) on the view and select Share with all users.
- Select Global from the sharing options then click Save changes.
- The view now appears in every user’s Views panel under a “Shared” section.
Share a view via URL
Every Data Explorer view state is encoded in the page URL. To share a view with a colleague:
- Load or create the view you want to share.
- Click the link icon in the Active View Bar (or in the view’s overflow menu in the Views panel).
- The URL is copied to your clipboard.
- Paste and send the link to your colleague.
When your colleague opens the link, they see the same exploration state â same filters, groupings, and date range. Their data access permissions still apply, so they may see different results if their role has access to different Snowflake objects.
Rename a view
To rename a saved view or update its description:
- Load the view, then click the pencil icon in the Active View Bar. Or, in the Views panel, click the overflow menu (three dots) on a view and select Rename.
- Update the name and/or description.
- Click Update.
Delete a view
To delete a saved view:
- Open the Views panel.
- Click the overflow menu (three dots) on the view you want to remove.
- Select Delete.
- Confirm the deletion in the dialog that appears.
Modified views (unsaved changes)
If you modify any filter, grouping, date range, or chart configuration while a saved view is loaded, Data Explorer indicates unsaved changes:
- An asterisk (*) appears next to the view name in the Active View Bar (e.g., “*Weekly Cost Report”).
- Two actions appear:
- Save view â overwrite the current view with your changes
- Revert â discard your changes and reload the original saved state
To save your modified state as a new view instead of overwriting, use the Save As button in the top toolbar.
Close a view
To exit a saved view and return to a blank Data Explorer state, click the X icon in the Active View Bar.