🎨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 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.

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 : 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. 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