🎨Matrix Designer

Create A New Matrix

The Matrix Designer 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. The Matrix Design section consists of four tabs:

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

1. Layout – Design Matrix Layout

Users can rename the Matrix Title (default: "Matrix"). A Matrix description field is available for optional details.

Layout The Layout section allows users to define the fields for the Row (Y-axis), Column (X-axis), and Data objects that will be plotted in the Matrix.

• Row (Y-axis) : Select the object and fields for the rows.

• Column (X-axis) : Select the object and field for the column. X-axis supported a single field of the type: Date, Lookup and Picklist.

• Data : Define the type (existing or new), object, and fields for the data.

  • Type: Existing – Uses the same object as the X-Axis and allows field selection.

  • Type: New – Enables users to add a different object, creating a Single Object, Two-Object, or Three-Object Matrix.

Design Matrix Layout

2. Data Config – Settings and Customization

This tab provides settings to enhance data insight in each cell:

Data Grouping

• Data Aggregation:

  • Combine Value – This option aggregates values from all records in the object using the selected group function (Sum, Average, or Count).

  • First Match – This option displays the value from the first record of the object.

• Group Functions:

  • Define the record summary by choosing Sum, Average, or Count.

• Save Options (for Combine Value):

  • Select from Weighted Average or Equal Distribution to control how edited cell values are distributed back to the underlying records.

• Field Settings:

  • Configure individual fields to be required, read-only, or both to ensure data integrity and enhance usability. Fields set as read-only cannot be edited, while those marked as required must be filled in to add the record.

Data Config - Settings and Customization

Data Detail View (DDV) Popup

• Detail View Toggle:

  • Enable or disable the Show Detail View option to control the visibility of the Data Detail View (DDV) in runtime mode. When this toggle is off, the DDV will not appear.

• Cell Behavior Options:

  • Choose how to edit the record: Both (DDV and Inline), Edit in DDV only, or Edit Inline only.

• Customization:

  • Easily configure the Master Detail View by clicking the dedicated configuration button.

Data Detail View Popup

Matrix Orientations

• Apply either Horizontal or Vertical orientations to data object fields, allowing you to tailor the matrix layout to your analysis needs.

Matrix Orientation

Horizontal Matrix Orientation in Runtime

Vertical Matrix Orientation 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.

Choose Timeline Method

• Straight Line: Select intervals (Exact Date, Weekly, Monthly, Quarterly, Yearly).

• Telescope: Configure a rolling time range (e.g., past 3 months, all months, quarters, years).

Start Date Configuration

• Absolute: Select a specific date using a calendar picker.

• Relative: Selecting the Relative option reveals three input boxes, allowing users to define time intervals dynamically.

  • Default Setting: The default configuration is set to “is on or before” with a default value of 1 month.

  • Dual Parameters: Users can set either “is on or before” and “is on or after” to define a comprehensive relative date range.

Start Date Configuration

4. Filters – Record Selection

The Record Selection feature allows users to filter and narrow down data in the Matrix based on the sequence of objects chosen for the rows (Y-axis) and columns (X-axis).

• Initial Selection: This step involves filtering records for the primary object (Row). Users can choose specific records related to the primary object, such as selecting products from the Opportunity Product list.

• Subsequent Selection: After the initial selection, users can filter records for the secondary object (Column). For instance, users can select price books from the Line Item Schedule list.

In this section, users can also configure filters, display fields, and search fields to refine the data shown in the Matrix.

Configure Record Selection

User Selection Toggle Switch : When you toggle the user selection switch, it reverses the order of objects between the Initial Selection and Subsequent Selection. Initially, Object 'A' on the Y axis is selected as the Initial Selection. After toggling the switch, Object 'B', which is on the X axis for the Subsequent Selection, becomes the Initial Selection.

Parent Object

Current Object

Parent Object : The objects that are parents of the current objects shown in the Matrix (e.g., User is a parent of Account).

Current Object : The object selected while creating the Matrix (e.g., Account).

5. Manage Access

Control who can access a Matrix by assigning user permissions. As a Designer or Admin, you can choose to:

• 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.

Manage 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.