Create and Set Standard Views for Data Centers

What are standard views and why do they matter?

Custom views control how data is displayed in your Asset Overview. They don't change the underlying data. They change how your team sees and navigates it. For data center projects with multiple power streams, data halls, and asset types, a well-structured view is the difference between a team that moves fast and one that wastes time hunting for information.

Only users with the project role Manager or higher can create and share views. Once published, a shared view is available to every user on the project instantly.

• Hierarchical structure: Group assets by systems and subsystems, for example by PowerStream, then DataHall.
• Team-specific overviews: Create separate views for electrical, cooling, and operations teams so each group sees only what's relevant to them.
• Filtered focus: Apply filters to cut through noise and surface the data a specific stakeholder needs.
• Shared standards: Publish views as public so your entire project works from the same structure.

Step 1: Create custom columns

Before you can group data by PowerStream or DataHall, those fields need to exist as columns in your Asset Overview. This step is optional if your relevant columns are already in place.

• Go to Asset Overview in your project
• Click on any column header and select Add column
• Name the new column, for example: DataHall or PowerStream
• Repeat for any additional columns your view structure requires

Step 2: Enter data in the columns

Grouping only works correctly if your column values are consistent. Use the same naming convention across all assets before you build the view.

• Fill in values for each asset in your new columns
• Use consistent naming, for example: DataHall1, DataHall2 or PowerStream 1, PowerStream 2

Inconsistent values like "Data Hall 1" and "DataHall1" will appear as separate groups. Standardize before you group.

Step 3: Group data in the view

Grouping turns a flat asset list into a structured hierarchy. You can stack multiple levels of grouping to match how your data center is physically and logically organized.

• Click the column header you want to group by, for example: PowerStream
• Select Add to group
• Repeat for additional grouping levels, for example: DataHall

A typical data center view structure looks like this: Asset Type at Level 1, PowerStream at Level 2, DataHall at Level 3. Build the hierarchy that matches your project scope.

Step 4: Save and share the view

Once your grouping and filters are set, save the view so it can be reused and shared. Give it a name that makes its purpose clear to everyone on the project.

• Click View Settings and select Create View
• Enter a descriptive name, for example: Base View, Electrical Team, or DataHall Overview
• Choose visibility: Private (only visible to you) or Public (visible to all project users)
• Click Save

You can update an existing view at any time without creating a new one. Changes to a public view are reflected immediately for all users.

What you can do with views

Views are more flexible than they might first appear. Once you understand the grouping and filtering system, you can build purpose-built overviews for every stakeholder on your project.

• Group by systems or manufacturers: Useful for trade-specific commissioning reviews.
• Filter for specific needs: Show only assets that are outstanding, failed, or assigned to a particular contractor.
• Share with stakeholders: Give owners and facility managers a public view that shows exactly what they need without exposing everything else.
• Standardize across teams: Set a Base View as the default so everyone starts from the same structure every time they open Asset Overview.

Troubleshooting common view issues

If your view isn't behaving as expected, one of these four causes is almost always the reason.

• View isn't displaying correctly: Check your group settings. A missing or incorrect grouping level will flatten the hierarchy unexpectedly.
• Data is missing from the view: You likely have an active filter hiding some assets. Adjust or remove filters to confirm all data is present.
• Other users can't see the view: The view was saved as private. Open View Settings and update visibility to Public.
• Grouping structure looks inconsistent: Column values aren't standardized. Check your DataHall or PowerStream entries for naming mismatches and correct them before regrouping.

Take control of how your team sees the project

The right view structure means your electrical team, cooling team, and operations team each open CxPlanner and immediately see the assets they're responsible for. No scrolling, no filtering from scratch, no confusion.

If you want to see how views fit into a full data center project setup, read how to create a data center project in under 5 minutes or book a demo and we'll walk through your project structure with you.