Use Cases

Portfolio Company Table

A dynamic table to manage VC portfolio companies—view, filter, and edit all in one place.

Industry
Venture Captial & Private Equity
Integration
Google Sheets
Internal Database/CMS
REST

Overview

This use case covers a fully functional Table component in Retool that connects to various data sources like PostgreSQL, Google Sheets, or a REST API. The table is designed for teams that need a powerful data viewer with built-in filtering, sorting, inline edits, and custom actions.

It can handle large datasets with server-side pagination, lets users group or download data, and even edit rows directly. For power users, row selection and row-level actions allow batch editing or running custom workflows with just a few clicks.

Perfect for ops, support, product, and internal tooling teams who need fast, flexible data tables.

Integration

PostgreSQL

Primary data source for storing and retrieving structured business data.

Google Sheets

Pull data from shared planning docs or backup sources.

REST API

Connect to external apps or services for real-time integration.

Retool Features Used

  • Table Component with Editable Cells
    Allow users to directly update rows inline with validations.
  • Row Selection
    Enable batch actions like delete, update, or trigger workflows.
  • Row Actions with Event Handlers
    Custom buttons per row to trigger scripts, open modals, or make API calls.
  • Advanced Filters and Search
    Filter by any column, keyword, or predefined views.
  • Server-side Pagination
    Efficiently render large datasets without frontend slowdown.
  • Show/Hide Columns
    Let users personalize views based on their workflow.
  • Export to CSV
    Download current view or full dataset easily.
  • Group By and Sorting
    Organize data visually with collapsible groupings.

Example

Results

60% Less Manual Edits

Inline editing and row actions reduce time spent switching between tools.

5000+ Rows Managed Weekly

Handles large datasets smoothly with server-side pagination and grouping.

3x Faster Ops Workflows

Custom row-level actions automate repetitive tasks instantly.

Recognition

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Collaboration
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