Workspace Views

Overview

Workspace views offer a filtered perspective of workspace data, helping you focus on relevant information and achieve your goals more efficiently. They act like custom filters across dashboards, fact sheets, reports, and diagrams. This reduces distractions from large data volumes and keeps you focused on your tasks.

Admin users configure workspace views by defining which data to include in each. They can also restrict workspace views to specific user roles and set a default view for each role. Non-admin users can select workspace views to limit displayed information but can't configure them. For details on configuring views, see Workspace Views Configuration.

Using Workspace Views

To apply a workspace view, select if from the list on the right side of the navigation bar, next to the fact sheet search field. The workspace reloads, showing filtered data. You can switch between workspace views as needed, depending on your current focus and tasks. To go back to the unfiltered view, select Full View.

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Note

• If an admin has defined a default workspace view for your user role, this view is automatically applied when you sign in to SAP LeanIX for the first time.
• If you don't see a workspace view list on the right side of the navigation bar, it means an admin hasn't created any views for your user role. If the list is inactive, it means views are not available on the current page.

Here are some best practices and tips for workspace views:

• Focus on one task at a time by selecting a relevant view.
• Once you select a view, you can apply additional filters and perform other actions as usual.
• To foster collaboration, copy the link to a view from the list.
• If a view includes multiple fact sheet types and you apply it from the inventory, you're prompted to select a fact sheet type to get started. After making your selection, you can choose a different fact sheet type using inventory filters.