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Home > English > Marin University > Marin On-Demand > Training: The View Builder

Training: The View Builder

What You'll Learn

In this training article, we'll show you how to:
 

  • Use the View Builder to customize the Platform's grids to your liking.
     
  • Adjust the order of columns in the grid.

     
Did you know? You can access the View Builder from almost all grids in the Platform. Just click the View Builder link in the upper-right of the grid to get started. 


What is the View Builder?


The Platform's View Builder is a handy tool that's built right in to every one of the main grids. It allows you to customize the grid to show only the data that you need, when you need it. You're able to add or remove any of the columns in the grid, as well as re-order them in a way that makes sense for you and your business.

The View Builder also comes equipped with a host of advanced settings that can help you get even more out of it. We will cover these in more depth in another Training article. 
 

vb2.png

 

To access the View Builder, simply click the link in the upper-right of any of the main Platform grids. 
 

vb78.png
 

See it in action


Join a member of the Marin Software team as we show you how to use the View Builder to customize your view, re-order your columns, and much more. 

Click the play button to get started.  (Length: 2:43). 

 

How to


If you'd like to follow along with our instructions, the step-by-step guide below is for you. We'll guide you through opening the View Builder and using it to create the view you need as quickly as possible.

Ready to get started?
 

  1. First, log in to the Platform as usual and head to any one of the main grids. In our example, we'll use the main Keywords tab.
     
  2. In the upper-right of the grid, click View Builder to open the overlay.

    vb4.png
     
  3. You'll be presented with the View Builder pane. It can be a little overwhelming at first, but don't worry, it's easy to pick up. 
     
  4. On the left of the pane, you'll see a selection of categories that you can use to locate the specific column you'd like to add. For example, if you wanted to add in the Average Position column to the grid, you'd simply click on Traffic / Cost, then use the checkboxes to select the column and add it to the list on the right.

    vb6.png
     
  5. You'll notice that for some columns you have the choice of three checkboxes. These are, in order: Actual valueChange value and Change % value. On the left of the grid is a Change Vs. drop-down menu which you can use to pick the period by which the Platform compares values for these change columns.

    vb5.png
     
  6. The final step in using the View Builder is re-ordering your columns. To do this, simply look to the Adjust Column Order section on the right, then click and drag the columns into the positions you'd like them.

    vb7.png
     
  7. That's it! Simply click Save at the bottom of the View Builder and the grid will update with your new data. 

Try it yourself


Now that you've watched the video and read through our step-by-step guide, you should be pretty handy with the View Builder. With our interactive section below, you can put your newly acquired skills to good use. Don't worry, your results aren't recorded and this interactive isn't linked to any live data. It's a place for you to try out the View Builder in an isolated and stress-free environment. 

Just click below to get started.
 

 

Want to know more?


There's plenty more to learn about the View Builder and the way in which it can make your data management easier. Below we've listed a few of the most relevant articles, but feel free to explore our Support Center to find many more.
 

 


 


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