Data Control & Customization
Last updated
Last updated
Wave Grid offers Excel-like flexibility, allowing you to control and customize your data effortlessly. Column headers provide key actions such as sorting, filtering, freezing, and grouping, enabling you to organize data efficiently. You can insert or remove columns, apply quick searches, and modify grid layouts—all within an intuitive, spreadsheet-style interface.
With column-specific controls, users can: ✅ Sort data in ascending or descending order. ✅ Filter records using search terms, checkboxes, or picklists. ✅ Freeze columns for better visibility while scrolling. ✅ Group related columns with custom colors and tooltips. ✅ Insert or remove fields to tailor the grid to your workflow.
These features make data handling in Wave as seamless and powerful as working in Excel, enhancing productivity while keeping your Salesforce data structured and accessible.
You can open any Standard Salesforce Grid in the Grids screen and seamlessly perform data manipulation using the following operations:
Reordering fields
Applying conditional formatting
Grouping records
Adjusting the layout
Editing records
Modifying record values
All changes are applied directly to the Standard Grid and remain saved for future use.
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 Grid. 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 grid 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 Grid 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 Grid will be created. When you add new field(s) for the first time in any Standard Grid, the Grids screen will automatically create a New Custom Grid and a toast notification will be displayed.
You can provide a suitable name and description to this new grid 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. Follow the same process as explained in Point 2.
