May 25 Release (v41)

📢 Announcing the May Release

We’re excited to bring you the latest updates in Wave! This release is packed with powerful new features, helpful enhancements, and important bug fixes — all designed to improve your experience and boost productivity.

➕ New Feature

Configure Measures and Formatting

We’ve made exciting improvements on how to define measures for the Data Fields and displayed in the Matrix and Data Detail View.

✨ Updated Data Fields

• Field Name:

  • Click the field name to edit and rename it. The label must be unique and can be up to 25 characters long.

  • Revert to Original Column Name - You can revert any custom name back to the system default with one click.

  

• Dynamic Matrix Field

  This setting controls whether a field can be dynamically shown or hidden at runtime using the Dynamic Measures tab.

  • ✅ 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

  • Hidden fields do not appear in the Matrix by default.

  • If marked as both Hidden and Dynamic Matrix Field, the field will hidden but available in runtime dynamic measure selection (unchecked by default).

  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

  • Example:

    

• Format Cell

  • These formatting improvements apply to Number, Currency, and Decimal types:

  • Decimal Control: Set the number of decimal places for Currency/Decimal fields (rounded).

  • Unit Scaling: Scale numbers for easier display. Example:

    • Field value = 1.345

      • Decimal Places = 3

      • Unit Scaling = Millions

      • Displayed as: 1.345 → Represents: 1,345,000

  

• Default Value The Default Value feature allows Designers to set predefined values for specific fields such as text, number, or date when creating a new records in a matrix. These default values are automatically applied only if the record does not already exist in the dataset. Existing records will not be overwritten by default values.

  

Find out more about Configure Measures here.

Conditional Formatting for Data and Y-axis Objects

We've added conditional formatting in Matrix and enhanced it by introducing separate configuration tabs for Y-axis and Data fields, offering more flexibility and control in your visualizations.

What’s New:

• Y-Axis Formatting: Supports Single, Group, and Color Bar formatting styles for values on the Y-axis.

• Data Field Formatting: Also supports Single, Group, and Color Bar options for all Data fields. This enables powerful contextual formatting based on related information.

Find out more about Conditional formatting here.

Contextual Values in Header Action

Users can now interact with column header filters more intuitively across most data types, enabling efficient selection and filtering using contextual values directly from the Grid.

Supported Data Types: Text Area, URL, Email, String, Lookup, Date, Datetime, Picklist, Multi Picklist, and Boolean.

Key Enhancements:

• Dropdown Values: Display unique values rendered in the grid for filtering.

• Search Behavior: Typing in the dropdown dynamically narrows the list.

• Sorting: Values are now sorted A–Z (Excel-style), not by record order.

• Date & Datetime: Users can now combine preset options like Yesterday, Today, This Week, Last 90 Days, and more with operators (e.g., equals, before, after) for more flexible and powerful filtering.

• Picklist Sorting: Now respects Salesforce picklist configuration.

Find out more about Column Header Action here.

Records Grid in Detail View

We've improved the Detail View Record Grid to give you more control and flexibility:

• Configure Visible Fields: You can now manage which fields are shown or hidden in the record grid using the new Configure Record Grid option available on the Data Config screen.

• Mass Modifier Support: We've introduced the Mass Modifier feature in the DDV Record Grid, allowing you to modify multiple records in bulk for greater efficiency.

👨‍💻 Designer Enhancements

• Configure Records Grid button opens a popup displaying all Data fields by default.

• Row Numbers are now shown as the first column.

• Easily add, remove, and rearrange columns.

• Provides a clear mockup of the Records Grid layout.

⚙️ Runtime Enhancements

• Supports column rearrangement, single-column sorting, search, and bulk edit, leveraging a Grid functionality.

• Column resizing is supported for better control.

• Header Actions are removed for simplicity—only sorting is allowed.

• Context Menu (right-click) includes:

  • Copy

  • Copy with Header

  • Paste

  • Delete

Matrix Controls

We've introduced a comprehensive set of Matrix Controls to extend functionality and provide greater flexibility for Matrix views. These controls allow users to manage fields, display settings, and records more effectively.

These controls enable users to fine-tune the matrix layout and improve data interaction across Matrix views. Find out more about Matrix Control here.

Filter Button for Child Records Based on Parent Selection

A new "Filters (Current Object)" button has been introduced to support filtering child records based on the selected parent records. This button appears only when the parent object is selected as the first (initial) object in the data filter.

Multi-Level Sorting for Matrix

This enhancement allows users to apply multiple sorting conditions to matrix objects on the Y-axis, similar to Wave Grid which offering full flexibility with no limit on the number of sort levels.

Designer/Admin Configuration

• Sort Setup: Designers can define default sort conditions under Display Option in Matrix Configuration.

• Permission Control: Designer can determine whether runtime users can edit or reapply sorts at Matrix Controls.

Runtime Behavior

• If permitted, runtime users can modify or apply additional sorts.

• If editing is restricted, users will only see the preconfigured sort order.

Find out more about Sort here.

Configurable Default Record Count for Global Grids

We’re introducing a new setting that allows users to define a Default Record Count for Global Grids. This enhancement gives administrators and designers greater flexibility in controlling the number of records loaded by default, both at the Production level and for individual Global Grids.

Where It's Available

• Global Grids: Accessible in the Manage Grid > Options section.

• Org-Level Settings: Available in Advanced Settings for all Grids.

Key Details

• Users can enter a value between 200 and 10,000; invalid inputs will trigger an error.

• Global Grids can override the production level default.

• “Records per Page” has been renamed to Default Record Count in org-level Advanced Settings.

• The input field is now a textbox for easier value entry.

✨ Enhanced UI / UX Design

Highlight Frozen Columns with Drop Shadow

Frozen columns now display a subtle drop shadow to visually distinguish them from the rest of the columns.

This enhancement improves clarity when columns are frozen to the left or right, especially in larger datasets.

Sorting Enhancements for Date Fields in Group

A new Sort By option is now available for date fields in Group, giving users more control over how date-based data is displayed in the grid.

This enhancement works alongside the existing Date By option and improves the overall experience when grouping by date.

User Experience Improvements:

• Sort By (visible when a date field is selected):

  • Older to Newer (default)

  • Newer to Older

• Date By (unchanged):

  • Monthly (default)

  • Quarterly

  • Yearly

This feature enhances flexibility in viewing date-grouped records, making it easier to analyze data in the desired chronological order. Find out more about Group here.

Enhanced Group Floaty – Remove Grouping Capability

We’ve introduced the ability to remove grouping directly from the Group Floaty offering a more flexible and intuitive grouping experience.

Enhancements:

• Users can now remove grouping from:

  • The Group Navigation dropdown

  • The Group Floaty window

• The "Group" label has been removed from the Floaty for a cleaner UI.

These updates simplify the grouping workflow and provide users with better control over grouped views. Find out more about Group here.

Manage Access in Grid Control

The Grid Control tab empowers Admins and Designers to manage how Standard Users interact with the grid. In this update, we've expanded its capabilities to provide more granular control over user actions.

New Permissions Added:

Filters

• Allow Editing Filters – Control whether users can modify filters applied to the grid.

Display Options

• Conditional Formatting – Enable or restrict users from applying formatting based on field values.

• Column Grouping – Allow users to group data by specific columns.

• Related Lists – Control the ability to add related lists to the grid.

• Freeze/Unfreeze Columns – Let users lock or unlock columns for easier scrolling and navigation.

• Allow Sorting – Disable this to prevent users from sorting grid data via the UI.

These enhancements offer improved flexibility and security, allowing Designers and Admins to tailor the user experience according to organizational needs. Find out more about it here.

Matrix Rendering Limits

To improve performance and ensure a smoother experience, we’ve defined new rendering limits for the Matrix view.

🔢 Record Limits:

• Y-axis (Rows):

  • Up to 150,000 records for single object matrices.

  • Up to 10,000 records for two and three object matrices.

• X-axis (Columns):

  • Supports a maximum of 120 columns.

If the selected records exceed these limits, users will see a popup message. Clicking OK will redirect them to the record selection screen to adjust their selection.

🐞 Bug Fixes

We've addressed several issues in this update to improve your experience. Here are the details of the bug fixes included:

• Blank Grid Displayed for Related Lists from Floaty Resolved an issue where opening a related list from the floaty displayed a blank grid with no data. The related list now correctly loads and displays the associated records in the grid.