Matrix Runtime
Last updated
Last updated
Once the matrix is configured, users can view and edit data in a grid-like interface that supports dynamic measures, conditions, and mass modifications. Standard users can interact with the runtime grid, making edits based on the predefined settings applied during configuration.
To run the configured Matrix, click the Run button, select the desired record, and the Matrix will display data based on the applied configuration.
After configuring the matrix, users can view and edit data in a grid-like interface. The editing mode is determined in Matrix Designer. Users can edit in Both (DDV and Inline), DDV only, or Inline only, based on the designer's settings.
The Matrix Runtime mode includes several key features: Recent, Dynamic Measure, Timeline, Condition, and Mass Modifier. Each is explained below:
Displays the most recently run matrices for quick access, which also appears on the Matrix home screen in the Matrix cards.
Use the Run Matrix button in Runtime Mode to execute the Matrix without returning to the dashboard. The Matrix will run based on the current data and configuration.
This dropdown displays data object fields. Users can view all fields simultaneously or one at a time. Fields appear horizontally or vertically, depending on the orientation set by the designer.
Example of Horizontal Orientation:
Example of Vertical Orientation:
The Condition feature enhances record visibility by allowing users to highlight specific records or groups based on defined conditions. Users can apply background colors to these records, making it easier to identify key data points. This functionality is also known as Conditional Formatting.
The Mass Modifier feature enables user to edit large quantities of records at once. User can perform mass modifications for selected records or all records.
To refresh the screen, click on the Refresh icon. Note: Any unsaved data will be lost when refreshing.
Clicking the triple-dot (⋯) icon displays details of the Y-axis, X-axis, and data objects.
The Matrix feature helps users analyze Salesforce data by organizing it into rows, columns, and data objects. Users can create, configure, and run matrices to gain insights.
Matrix provides an interactive way to explore and manage data efficiently.
The Preview Changes allows users to view modifications made to a Matrix grid before saving. Users can also revert changes if needed.
Visible when a Date field is set on the X-axis. Users can zoom in and out from years to quarters to months for telescoping or view time intervals in a straight line format. This helps with data forecasting. This must be configured in .
: Search, create, and access recent matrices.
: Set up the matrix layout, data settings, timeline, and filters.
: View and edit data, apply conditions, use dynamic measures, and modify records.
