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Create a Data View

Last updated 12/03/2025

To create a data view, you must have your data source saved in Five first.



Add a Data View

1. Navigate to the Data Views view by selecting Visual in the menu and Data Views in the sub-menu.


Data Views Menu Item
Figure 1 - Data Views menu item

2. Click the Add Item button, give your data view a title, and select a data source.


Add a data view
Figure 2 - Add a data view

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The fields in your data source will populate on the Data Fields page. If you need to edit any of these fields, click the Data Fields tab, select a record, and perform your changes.

3. Click the Save button in the form app bar.


Save button
Figure 3 - Save button

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You can make a data view available in your application by making a menu item for it, creating a page on a form, or adding it onto a dashboard.

Data view
Figure 4 - Data view