Matrix Screen

Matrix Screen

The Matrix Screen presents an overview of recent matrices and allows users to create a new matrix. It is also showing your recent record selection to easily open your matrix with your previously used dataset. Users can search, edit and run different matrices from the home screen.

First-Time Users

If no matrices exist, users will see a "Get Started with Your First Matrix" message, prompting them to create their first matrix.

Key Components of the Matrix Home Screen

1. Search Bar – Located at the top, allowing users to search for existing matrices.

2. Recent – Displays the most recently run or edited matrices for quick access.

3. Create New Matrix Button – This button allows Designer and Admin to create a new matrix. Clicking it redirects to the matrix designer page.

Matrix Cards

Each matrix appears as a card containing key details:

• Matrix Title – The name of the matrix.

• More Options (⋯) – Available for Designers, allowing them to:

  • Manage Access by assigning user permissions.

  • Delete the matrix.

  • View the matrix owner (creator).

• Matrix Structure – Displays:

  • Row (Y-Axis) – Object selected for rows.

  • Column (X-Axis) – Object selected for columns.

  • Data – Object used for matrix calculations.

• Matrix Actions

  • Recent Button – If the matrix has been run before, this button shows a dropdown of previously selected records.

  • Run and Edit Buttons – Available for Designers and Admins to modify the matrix.

  • Run Button – To run or execute the matrix.

Accessing Matrix – Start with a 30-Day Free Trial

To use Matrix, a paid license is required. But good news! 🎉 Before committing, you can explore everything Matrix has to offer with a 30-day free trial.

Here’s how to start your trial:

• ✅ Navigate to the Matrix section.

• ✅ Click the Start Matrix Trial button.

• ✅ Your 30-day countdown will begin immediately, giving you full access to Matrix features during the trial period.

After the trial ends, you’ll need to purchase a Matrix license to continue using Matrix. Don’t worry — we'll guide Admin users with easy options like Contact Sales and Buy Now under the Subscription section to make the purchase simple!