Wave Spreadsheet Area
Last updated
Last updated
Wave Spreadsheet Area enables you to perform data manipulation upon the selected views and facilitates various column-level and field-level operations. You can also expand and edit record details from the Wave Spreadsheet. Please find the list of Wave Spreadsheet Area features and their details below.
Quick Links:
You can open any desired Standard Salesforce views in the Views screen and perform data manipulation seamlessly using the following operations:
Reordering of fields
Conditional Formatting
Grouping
Layout
Editing records
Other changes in record values
All the changes can be performed directly upon the Standard Views, and they will remain saved in that particular view for future use.
A new Custom View is created only while performing the following operations:
Add/Remove fields
Filter
Sort
By performing any of the above operations, the Custom View is created automatically, so you need not take the hassle of doing it manually. Once the Custom View is created, a toast notification is displayed, as shown in the image below:
The default View Name can be changed by clicking Edit in the toast notification.
Column Header is a field that shows the title name for each column.
Each Column Header has a drop-down from where you can take the respective actions for that column.
If any field is locked (non-editable) in Salesforce, it will also be locked in the Wave View. Its Column Header will show the lock icon and the records will be non-editable in this column.
When you have added any fields using Lookup, the Column Header will show the number of its Lookup levels.
Hover on the lookup level number to know the Lookup details. For example, in the image below, the About Me field is added using five lookups: PartnerAccount >> CreatedBy >> Account >> CreatedBy >> About Me.
Each Column Header has a drop-down as shown in the image below.
When you click on any Column Header drop-down,
A search section will open where you can search any row using the search terms in the drop-down. This section will show search fields, checkboxes, picklist, etc., based on the Column Type. However, the purpose will be to make your search quick and easy.
More Options: You can perform column specific operations using these options.
For example, let us search the Billing State column in the Accounts object for a specific value: New Jersey.
The Grid screen will display the records containing the Billing State as New Jersey. And the drop-down will be highlighted with blue color after performing any column level filter for easier visualization.
Click on Clear All Filters if you wish to clear the records obtained using the Column header drop-down search filter. This will return you to the original view of records.
More Options enable you to perform the following actions for each column.
Freeze columns
Insert a column
Remove a column
Sort
Column grouping
Use Freeze columns to freeze and unfreeze the current column. You can freeze the column at the extreme left or extreme right. When you unfreeze the column, it will be placed in its original place.
Use Insert field to insert a column in your Spreadsheet Area.
When you click 'Insert field', the Object columns (in this case, Opportunity columns) pop-up will open. It will show the list of all possible and available clumns to insert from. The columns available in the current View will be shown as the selected ones.
Search the column using the search bar or select it from the list.
Use the DataType drop-down to see the fields having any specific data type.
Please use Refresh Object (in this case, Refresh Opportunity) to sync the Opportunity Object's data with Salesforce.
Click OK.
The selected column(s) will be added, and a New Custom View will be created. When you add new field(s) for the first time in any Standard View, the Views screen will automatically create a New Custom View and a toast notification will be displayed.
You can provide a suitable name and description to this new view by clicking Edit in the toast notification.
Click Remove field to delete the current column.
Use the Sort with ascending arrow to sort the rows in the ascending order (smallest to largest, 0 to 9, and/or A to Z).
Use the Sort with descending arrow to sort the rows in descending order (largest to smallest, 9 to 0, and/or Z to A).
Use Column grouping to group multiple columns together. Please follow the steps shown in the image below to create a column group.
Click on Column grouping. The Column grouping screen will appear.
Select the columns you wish to group together.
Select the color to denote the group.
Select the column group style (optional).
Add a tooltip (optional)
Click OK.
You will see the columns in a group with colored headers. Use the expand and collapse icons to expand and collapse the group columns.
You will see the Tool Tip hovering over the expand and collapse icons if you add them.
Use the + icon to add another column(s) at the end of the Grid View. Follow the same process as explained in Point 2.
The Lookup feature enables you to:
See and update the account information from the Grid View columns in a single click
Change the relationships between two entities in a single click. For example, if you wish to change the account name for a contact or vice versa, you can do it in a single click.
Please find the information that will help you to use the Lookup feature.
Where it is available, the Lookup feature is denoted by its icon in the column header, as shown in the image below.
In each field of such column, you will see the icon when hovering.
The data matter in such a column will have a grey background.
You can use Lookup to change entity relationships. For example, let's change the account name for the Dickenson Mobile Generations opportunity.
Hover over its respective account name field and click on the Lookup icon.
A pop-up will show the list of all account names. Scroll down or search for the new account name and click on it.
The account name for the Dickenson Mobile Generations opportunity will be changed.
It will also perform the other applicable changes.
The lookup feature will also enable you to view the entity details. For example, let's open the details for Account Name.
Instead of clicking on the Lookup icon, click on the account name written in a grey background.
The account details pop-up screen will open.
You can edit the details and save them if required.
Valorx Wave allows various types of row operations, including:
Hovering on the Sr. No. Column will show the Expand icon. Use it to expand and edit the record details.
When you click on the Expand icon, the Record Details screen will open as shown in the image below.
The Details tab will open by default.
The Object Information title shows the record's Object name, i.e., Account Information, Opportunity Information, etc.
The other tabs show more details about the record. For example, the image shows orders, contacts, contracts, opportunities, cases, and partners related to the account Aaron Bergman. If there are no associated records in Salesforce for the account, those tabs are shown deactivated. For example, the image shows Open Activities, Activity History, and Notes.
Use the Field Layout icons to change the visual layouts of the fields.
If you make any changes in the Record Details screen, the Changes button will appear. Click it to preview the Changes. You can revert any changes if required.
Editing a layout allows user to customize the appearance and arrangement of fields to better suit user's workflow. By selecting and organizing fields, user can create a layout that meets specific needs and enhances overall user experience.
Use the "Edit layout" button to edit the layout properties or make a custom layout.
In the "Layout Properties" tab, rename the layout as needed and save your changes.
Users can customize the layout by adding Object Fields, Design Elements, and Related Lists. Click the '+ Add Element' button at the bottom left, then drag and drop the selected elements into the desired positions within the layout.
Users can rearrange any element by clicking the a "drag handle" (six dots) and dragging it to the desired position. To delete an element from the layout, simply click the dustbin icon.
Once you've finished editing and customizing the layout, click "OK" to save your changes.
Right-click on any cell to open the Right Click menu, as shown in the image below. You can perform the respective operations using the Right Click menu.
Click on any cell of the column having a Picklist drop-down icon on the column header. Click on it again to open the picklist and edit the record by selecting another value if required.
Picklist drop-down
The icon on the column header indicates that the Picklist drop-down is available for this column
Click any cell of the column with the Calendar icon on the column header. Click the Calendar icon to make changes to the date record.
Hovering on the Object Name cell will show the Activity icon. Click on it to see, edit, and create activities related to the record.
The record will be visible in the Attachment column if it already has an attachment. Hovering over any field in the Attachment column shows the message Drop files here. You can upload or drop the file to attach it to the record.
Use the Expand icon to expand the attachment details.
The Attachment Details screen shows information about all attachments of the record segregated as All, Documents, and Media. Use the screen to download or delete the attachments.
You can perform the following Excel-like operations in Wave Spreadsheet:
Drag and Fill
Double-click the Drag Icon to copy records in the column cells. This feature makes copying record values in Valorx Wave as swift as Excel and Google spreadsheets.
The Drag icon appears when you click on any cell.
You can double click the Drag icon to copy the record values in the column cells.
If all column cells are empty, the record value of the selected cell will be copied to them.
If values exist in a few cells, the Fill Option message will appear, as shown in the image below. The user can choose the fill options as per requirements.
Note: This feature will not be available to the Boolean fields (The fields with the checkbox or tick mark).
Grid View screen Records Count enables you to choose how many records you want to load in a single scroll.
When you hover over Record Counts on the bottom left side of the screen, it will expand and show the count options. You can select any option or click on the Edit icon to enter any desired number.
Add button helps you to perform multiple functions such as:
Entering a single record (new row) in the Grid.
Entering Multiple records at a time.
Adding Related List(s).
Adding new Fields related to the Object in the view.
The Footer Row is the row present permanently at the bottom of the screen. It is especially helpful when the View contains any numeric value field(s) such as Amount, Quantity, etc.
By default, it shows the Sum of the values in the field.
You can click the drop-down to shift from Sum to Avg (Average), Min (Minimum), or Max (Maximum) values of the column records.
