Matrix Designer

Create A New Matrix

The Matrix Configuration page allows users to configure the structure and layout of their matrix. Users can access this screen by clicking Create New Matrix to build a new matrix or Edit on an existing matrix card.

Notes: This page is only for Designer or Admin role.

1. Matrix Details

The Matrix Details section lets Designers configure the structure and data sources of the matrix.

Matrix Title

The title is automatically generated based on the selected Row and Column objects, followed by the word “Matrix” (e.g., Account and Opportunity Matrix). Designers can manually rename the Matrix title as needed.

Layout Configuration

Define the key components of your matrix by selecting objects and fields for each axis:

• Row (Y-axis) : Choose the object and its fields to represent matrix rows.

• Column (X-axis) : Select the object and a single field to represent columns.

  Note: Supported field types for the X-Axis are Date, Lookup, and Picklist.

• Data (Measure): Specify the data source and fields that will populate the matrix values.

  • Type: Existing – Uses the same object as selected for the X-axis.

  • Type: New – Lets user select a different object, enabling two-object or three-object matrices, depending on the object combination.

2. Data Config

The Data Config section empowers Designers to shape how data is structured, calculated, and presented in the matrix. It includes tools to:

• Define data aggregation and editing behavior through Configure Measure

• Control the runtime experience of viewing and editing records with Detail Layout

• Customize how data fields are laid out using Matrix Orientations

Together, these settings offer powerful flexibility to tailor the matrix to your business needs and user workflows.

Configure Measure

The Configure Measure section allows Designers to define how data is calculated, displayed, and edited within the matrix. It includes settings for aggregating data, controlling how changes are saved, and customizing the behavior and appearance of each field.

Data Aggregation Choose how values are pulled from the dataset.

• Combine Value – Aggregates all related records using functions like Sum, Average, or Count.

• First Match – Displays the value from the first matching record.

Save Options (only for Combine Value) Decide how edited values are distributed across records.

• Weighted Average

• Equal Distribution

Data Fields The Data Fields section lets Designers customize how each field behaves and appears within the matrix. These settings control display preferences, input rules, formatting, default values, and field behavior during runtime.

• Field Name

  • Click to rename the field (must be unique; max 25 characters).

  • Use Revert to reset the name to the system default.

  
• Group Functions(for Combine Value)

  Define how data is summarized when combining multiple records:

  • Sum – Adds up numeric values.

  • Average – Calculates the average value.

  • Count – Counts the total number of records.

• Required

  • Marks a field as mandatory. Users must enter a value before adding or saving a record.

• Dynamic Matrix Field

  Controls whether the field appears in the Dynamic Measures tab at runtime.

  • ✅ Checked – The field appears in the Dynamic Measures tab in runtime and users can toggle its visibility as needed.

  • ⬜ Unchecked – The field appear in the Dynamic Measures tab, but users cannot toggle its visibility during runtime.

  
• Hidden Field

  Hides the field from the matrix view by default.

  • If a field is both Hidden and a Dynamic Matrix Field, it stays hidden initially but can be added by the user at runtime through Dynamic Measures.

  Field Visibility Scenario:

  Hidden

  Dynamic Matrix Field

  Matrix View

  Dynamic Measures

  ✅

  ✅

  ❌ Not shown

  ✅ Available (unchecked)

  ✅

  ❌

  ❌ Not shown

  ❌ Not available

  ❌

  ✅

  ✅ Shown

  ✅ Available

  ❌

  ❌

  ✅ Shown (fixed)

  ❌ Not available

  

• Read-Only

  • Prevents users from editing the field in the matrix. Display only.

• Format Cell

  Applies to Number, Currency, and Decimal fields.

  • Decimal Control – Set number of decimal places.

  • Unit Scaling – Display values in thousands, millions, etc.

  Example:

  • Field value: 1.345

  • Decimal Places: 3

  • Unit Scaling: Millions

  • Displayed as: 1.345 → Represents 1,345,00

  

• Default Value Allows setting predefined values for new records only. These values are not applied to existing records.

  

Detail Layout

Use the Detail Layout settings to control how users view and edit matching records within the matrix during runtime.

• Show Detail View Toggle: Enable or disable the Detail View in runtime.

  • Enabled – Users can access the DDV to view and edit records.

  • Disabled – The DDV will be hidden from runtime.

• Cell Behavior Options: Set how users can edit records:

  Option

  Description

  Both

  Users can edit inline or open the DDV.

  Edit in DDV only

  Records can only be edited in the detail view.

  Edit Inline only

  Users edit directly in the matrix grid.

  
• Records Grid and Detail View View and manage matching records in a records grid. Click a record to open its detailed layout to review and edit.

  • Configure Record Grid Customize the fields shown in the record grid:

    • Add or remove fields.

    • Rearrange column order to prioritize important data.

  • Configure Detail Layout Design how fields appear in the record detail view:

    • Add or remove fields.

    • Rearrange layout to suit your workflow.

  

Matrix Orientations

Choose how your data is arranged in the matrix by selecting an orientation that best fits your analysis:

• Horizontal Orientation – Fields from the data object are displayed as columns.

• Vertical Orientation – Fields from the data object are displayed as rows.

This flexibility helps you customize the matrix layout based on the structure of your data and how you prefer to analyze it.

In Runtime:

3. Timeline – Matrix Configuration (Visible Only for Date Fields)

This tab lets you choose between Straight Line and Telescope views to display data over time.

Visible only when a Date field is selected for the Column (X-axis)

The Timeline tab allows Designers to display data over time using structured or dynamic intervals. This configuration becomes available only when a Date field is selected for the column.

Example:

Choose Timeline Methods

• Straight Line: Displays data chronologically based on the selected interval.

• Telescope: Enables a dynamic, rolling time window (e.g., Past 3 Months, Current Quarter, or All Years), ideal for trend analysis.

Start Date Configuration

• Absolute: Pick a fixed start date using a calendar.

• Relative: Dynamically define time ranges using customizable logic.

  • Default: Uses "is on or before" with a default value of 1 month.

  • Dual Parameters: Optionally include both "is on or before" and "is on or after" to define a precise rolling range.

4. Filters – Record Selection

The Record Selection feature lets you filter and refine the data shown in the Matrix based on the Row (Y-axis) and Column (X-axis) object selections.

Accessing Record Selection

Click the Filter button in the Matrix to open the Record Selection screen. You’ll see two sections:

• Initial Selection – For the first object.

• Subsequent Selection – For the second object.

If neither selection has been configured, these sections appear greyed out and you will not be able to run the Matrix.

Switch Axis

A toggle button allows you to switch the Row and Column object positions. This can help you adjust how records are filtered and presented.

Configuring Record Selection

Clicking Configuration opens the Search Configuration window, where you define how records are searched and filtered.

1

Choose Object Type

You can choose the source object for the selection:

• Current Object (default): The object used when the Matrix was created.

  

• Parent Object: A parent of the current object. Selecting this updates the available fields based on the object relationship.

  

2

Select Object Fields

Once the object is selected:

• Use the search bar or scroll to locate fields.

• Select fields to display in the record selection popup.

• Reorder selected fields — the order affects how fields appear during record selection.

• Selected fields are marked with ✔️ and assigned a position number.

3

Filters and Filters (Current Object)

The Filters section allows you to define how records are filtered before being displayed in the Matrix.

When a Parent Object is selected as the initial (Y-axis) object, an additional button—Filters (Current Object)—will appear. This option allows you to apply filters on the child (current) records based on the parent records you've selected.

• Filters: Use filters to narrow down the records for the selected object (either the Current Object or its Parent

• Filters (Current Object): This option appears only when you’ve selected a Parent Object. It lets you filter child records based on the values from the linked parent record.

This dual-filter setup provides greater control over what data appears in the Matrix, especially in parent-child object relationships.

4

Add Search Filters (Optional)

If you want to pre-filter data:

• Enable the Search checkbox for a field.

• Choose a condition (e.g., Starts With, Equals).

• Enter a default value.

When Search is enabled for a field, it also enables filtering for Standard Users in the Record Selection window. This allows Standard Users to filter records based on those fields during Matrix runtime.

5

Choose Record Selection Mode

Decide how many records users can select during runtime:

• Single – Only one record can be selected.

• Multi – Multiple records can be selected.

6

Linking and Filtering Between Objects (Subsequent/X-Axis Selection)

After configuring the Initial Selection (Y-axis object), click Next to set up the Subsequent Selection (X-axis object).

By default, the X-axis is linked to the Y-axis. This means the records available for the X-axis are filtered based on what you selected in the Y-axis.

• For example, if the Y-axis is Schedule Plan and the X-axis is Scheduled Items:

  • Linked: Only Scheduled Items related to the selected Schedule Plan records will appear.

  • Unlinked: All Scheduled Items will be shown, regardless of which Schedule Plan records were selected.

You can choose to unlink the objects if you prefer to configure filters independently for each axis.

7

Show Selection Toggle

Click Show Selection to display the list of fields for the Subsequent Selection (X-axis object). This enables a second record selection window—allowing users to choose records based on the X-axis object, similar to how the Y-axis (Initial Selection) works.

If Show Selection is disabled, users will only see the record selection window for the Y-axis object.

Once enabled, the steps are the same as the initial selection as the above steps (Step 1 to Step 5).

8

Final Step – Submit

• Review your configuration.

• Click Submit to apply the filter settings and return to the Matrix.

Record Selection Screen After Filter Configuration Once the Designer has configured the Filters, the Record Selection section updates to display only the records that match the defined criteria.

5. Display Options

The Display Options section provides Designers with powerful tools to control the visual presentation and organization of Matrix data. It includes two key configuration tabs: Conditional Formatting and Sort.

Conditional Formatting

Customize how your Matrix data is visually represented using separate formatting settings for the Y-Axis and Data Fields:

Y-Axis Formatting Apply one of the following styles to values on the Y-axis:

• Single – Apply formatting to individual values.

• Group – Apply shared formatting across grouped values.

• Color Bar – Use color gradients or bars to visually represent value intensity.

Data Field Formatting Apply the same set of formatting options to any Data field:

• Single, Group, or Color Bar – enabling contextual formatting to highlight trends or patterns in your data.

This separation allows for precise and flexible visual enhancements based on your analysis needs.

Sort

The Sort tab enables users to define multiple sorting conditions for Matrix objects on the Y-axis.

• Supports full flexibility with no limit on the number of sort levels.

• Works similarly to sorting behavior in Wave Grid.

• Lets Designers organize complex data views exactly as needed for clarity and comparison.

6. Manage Access

The Manage Access settings allow Admins and Designers to control who can access the Matrix and what actions Standard Users are allowed to perform at runtime. This section contains two key tabs: Users and Matrix Control.

Users Tab

Use this tab to define which users can access the Matrix.

Allow All Users

• Grants access to all users.

• No further configuration is needed.

Select Specific Users

• Restricts access to only selected users.

🔔 Note: If “Allow All Users” is selected, everyone automatically gains access.

• Allow All Users – Grant access to everyone.

• Select Specific Users – Restrict access to only selected users.

✅ To Assign Access to Specific Users:

1. Choose Selected Users from the access options.

2. Click the Add More button. A Select Users window will appear.

3. Search for users using the search bar or scroll through the list.

4. Select the desired users.

5. Click Assign to grant them access.

🔔 If you choose Allow All Users, no further action is needed—all users will automatically have access.

To remove a user's access to a Matrix, click the trash icon (🗑️) under the Action column, then click Save to apply the changes.

Matrix Control Tab

This tab provides fine-grained control over how Standard Users can interact with the grid at runtime.

Field Permissions

• ✅ Allow adding and removing Y-axis fields

• ✅ Allow adding and removing Data fields

• ✅ Allow rearranging fields Y-axis and Data fields

Record Permissions

• ✅ Allow adding Data record

Display Options

• ✅ Allow editing Y-axis conditional formatting

• ✅ Allow editing Data conditional formatting

• ✅ Allow editing column grouping

• ✅ Allow freezing/unfreezing columns

• ✅ Allow editing sort