Matrix
Last updated
Last updated
The Matrix feature enables users to connect and display data from multiple Salesforce objects within a single grid. With an Excel-like interface, it allows users to view and bulk edit data using grid-like capabilities. Matrix supports data summarization at group and sub-group levels and provides dynamic column grouping with one or multiple dimensions.
Matrix designers or admins can create new matrices, while standard users can run these matrices and make changes to Salesforce data in the unique visualization experience.
Salesforce users can monitor monthly sales data by product category or region, manage complex quoting across locations or period, forecasting, demand planning and so much more using the Matrix feature.
The Valorx Matrix feature enables users to connect and display data from multiple Salesforce objects within a single grid. You can create a matrix using the following options:
3-Object Matrix: For Quoting and Sales Forecasting, Pricebook Management
2-Object Matrix: For Opportunity and Forecasting Schedules
1-Object Matrix: For Forecasting using Fact tables across customers
Effortlessly view and bulk edit your Matrix data using an interface similar to Excel. Take advantage of numerous productivity features to efficiently manage forecasts, schedules, and any Matrix:
Data Aggregation
Telescoping
Column Grouping
Mass Modifiers
Dynamic Measures
The Valorx Matrix feature includes two user roles: Admin/Designer and Standard.
Admin/Designer Role: Admin or Designers have the ability to create new matrices, manage data rendering, and customize the selection experience for users.
Standard Role: Standard users can run existing matrices and interact with Salesforce data through the Matrix’s unique visualization, making updates directly within the interface.
Note: Learn more about roles and permissions [here].
The Matrix home 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.
If no matrices exist, users will see a "Get Started with Your First Matrix" message, prompting them to create their first matrix.
Search Bar – Located at the top, allowing users to search for existing matrices.
Recent – Displays the most recently run or edited matrices for quick access.
Create New Matrix Button – This button allows Designer and Admin to create a new matrix. Clicking it redirects to the matrix designer page.
Each matrix appears as a card containing key details:
Matrix Title – The name of the matrix.
More Options (⋯) – Available for Designers, allowing them to:
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.
Edit Button – To run or execute the 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.
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.
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.
This tab provides settings to enhance data insight in each cell:
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.
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.
Apply either Horizontal or Vertical orientations to data object fields, allowing you to tailor the matrix layout to your analysis needs.
This tab lets you choose between Straight Line and Telescope views to display data over time.
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).
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.
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.
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.
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:
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 Matrix Designer.
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 Home Screen: Search, create, and access recent matrices.
Matrix Designer: Set up the matrix layout, data settings, timeline, and filters.
Matrix Runtime: View and edit data, apply conditions, use dynamic measures, and modify records.
Matrix provides an interactive way to explore and manage data efficiently.
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.
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).
