# Data Control & Customization Wave Grid gives you the power to personalize how data is displayed and interacted with—just like a flexible spreadsheet. Whether you're sorting, filtering, or accessing related records via lookup fields, you’re always in control of the grid layout and field behavior. **Key controls include:** * Column Header Actions for customizing individual columns. * Lookup and Lookup Filters for managing related data visibility. These features don’t just enhance visibility—they empower you to focus on the data that matters most. *** ## Column Header Each column in the Wave Grid has a **Column Header**, which displays the field name (title) of that column. These headers also include a **drop-down menu (Header Action)** packed with useful actions for managing and customizing data display.

Users can also **rearrange columns** by dragging the column header using the **hand cursor** to reposition them as needed.

To add new fields to the grid, **hover over any column header** and click the **➕ button** that appears. This will open the field picker, where you can select the fields you want to include. After making your selection, click **Update Fields** to apply the changes. For more details, see [Insert Field](#insert-field).

*** ## Field Selector The **Field Selector** is a popup window that allows you to search, filter, and manage fields for your object grid. You can access it in multiple places, including: * **Manage Grid** – by clicking the **Add** button to update existing grids. * **Grid Wizard** – when adding fields to a new object grid. ### Features in the Field Selector * **Search Field**\ Find a specific field in the object by typing its name in the search bar. * **Field Type Filters**\ Narrow down the field list by type, such as **Lookup**, **Picklist**, etc. * **Included Toggle**\ Switch between: * **Included** – shows fields already added to the grid. * **Not Included** – shows fields that have not yet been added. * [**Formula Field**](#formula-field)\ Create a new custom formula field directly within the Field Selector. * **Refresh Object**\ Update the list of fields to match the latest object definition in Salesforce. Any new fields created (or removed) in Salesforce will be reflected after refresh. #### Actions Once you’ve set your field selections: * **Update Fields** – Apply your changes and add the selected fields to the object grid. * **Cancel** – Close the Field Selector without saving changes.

*** ## Formula Field Formula Fields let you create new calculated columns directly inside the Wave Grid — without modifying Salesforce records. They compute values automatically from existing field data using built-in functions and operators. **Common use cases include:** * Showing the final price after applying a discount * Combining first name and last name into a single display column * Flagging at-risk deals based on amount and days open * Truncating long text fields to a readable summary > **Note:** Formula Fields create a new column in the grid. They do not write back to Salesforce or modify existing field values. ### How to Create a Formula Field 1. In Field Selector, click **Formula Field** 2. Enter a **Column Name** (required). This is the label shown in the grid header. 3. Choose the Formula Return Type: String, Number, Boolean or Currency. This must match what your formula outputs. 4. Type your formula expression in the Formula Editor using the supported functions and field API names. 5. Click **Check Syntax** to validate the formula. Fix any errors shown before proceeding. 6. Click **Apply** to save, then Update Fields to add the column to the grid

### Choosing The Right Return Type Every formula must declare a Return Type before saving. There are 4 options. Choosing the wrong type causes a type mismatch error — use the table below as a guide:

Return Type	When to use	Example formula
String	Result is text or a label	CONCAT(FirstName, " ", LastName)
Number	Result is a plain numeric value (count, score, quantity)	FLOOR(DaysOpen__c / 7)
Boolean	Result is true or false — used for flags and checkbox-style columns	AND(Amount > 50000, DaysOpen__c > 90)
Currency	Result is a monetary amount that should display with currency formatting	Amount - (Amount * Discount__c / 100)

### Supported Functions in Formula Fields The following functions and operators are now supported. They are grouped by category for easier reference. #### Logical Functions Logical functions evaluate conditions and control the logic of your formula. They can return Boolean values or, in the case of IF, any return type based on what each branch produces.

Function	Description	Example Formula	Result
AND	Returns true only if ALL conditions are true	IF(AND(Amount > 50000, DaysOpen__c > 90), "At Risk", "On Track")	"At Risk"
IF	Returns one value if a condition is true, another if false. Can be nested.	IF(Amount > 100000, "High", IF(Amount > 10000, "Mid", "Low"))	"High"
ISBLANK	True if a text field is empty or contains only spaces	IF(ISBLANK(Phone), "No phone on file", Phone)	"No phone on file"
ISNULL	True if a value is null or undefined	IF(ISNULL(OwnerId), "Unassigned", Owner.Name)	"Unassigned"
OR	Returns true if AT LEAST ONE condition is true	IF(OR(Amount < 1000, StageName = "Needs Analysis"), "Review", "Good")	"Review"

#### Math Functions All math functions operate on number fields or numeric expressions.

Function	Description	Example Formula	Sample Result
ABS	Absolute value — removes the negative sign from a number	ABS(Amount - Forecast__c)	2000 (not −2000)
SQRT	Square root of a number	SQRT(RiskScore__c)	12 (if score = 144)
ROUND	Rounds to the nearest integer	ROUND(Amount * CommissionRate__c / 100)	763
FLOOR	Rounds down to the nearest integer	FLOOR(DaysOpen__c / 7)	3 full weeks (23 days)
CEIL	Rounds up to the nearest integer	CEIL(Quantity__c / BoxCapacity__c)	5 boxes (25 items / 6)
EXP	e raised to the power of a number	EXP(GrowthRate__c * Years__c)	1.35 (rate=0.1, years=3)
LOG	Natural logarithm of a number	LOG(Amount)	13.8 (amount=1,000,000)
SUM	Sum of two or more numbers	SUM(Amount, AddonValue__c, ServiceFee__c)	750
MAX	Largest value from a list	MAX(BasicPrice__c, StandardPrice__c, PremiumPrice__c)	1200
MIN	Smallest value from a list	MIN(QuoteA__c, QuoteB__c, QuoteC__c)	500

#### String Functions String functions work on text fields. They can be nested inside IF or combined with CONCAT for powerful display logic.

Function	Description	Example Formula	Sample Result
BEGINSWITH	True if a string starts with a given prefix	IF(BEGINSWITH(Account.Name, "ENT-"), "Enterprise", "SMB")	"Enterprise"
CONCAT	Joins two or more strings. Use " " for a space.	CONCAT(FirstName, " ", LastName)	"John Doe"
CONTAINS	True if a string contains a given substring	IF(CONTAINS(LOWER(Description), "competitor"), "Review", "OK")	"Review needed"
ENDSWITH	True if a string ends with a given suffix	IF(ENDSWITH(LOWER(Email__c), ".gov"), "Government", "Commercial")	"Government"
LEFT	Returns the leftmost N characters	LEFT(BillingCountry, 2)	"Ma" (from "Malaysia")
LENGTH	Number of characters in a string	LENGTH(TRIM(Notes__c))	10 (for "Short note")
LOWER	Converts text to lowercase	LOWER(Email__c)	"sales@acme.com"
REPLACE	Replaces part of a string with new text	REPLACE(Phone, "+60", "0")	Strips country code
SUBSTRING	Extracts characters from position start to end (0-based)	SUBSTRING(Description, 0, 40)	First 40 characters
TEXT	Converts a number or field value to a string	TEXT(Amount)	"10000" (as text)
TRIM	Removes leading and trailing spaces	TRIM(ProductName__c)	"Widget Pro" (no spaces)
UPPER	Converts text to uppercase	UPPER(Account.Name)	"ACME CORP"

#### Arithmetic Operators Operators can be used directly in any numeric expression or inside IF conditions.

Operator	Meaning	Example Formula	Result
+	Addition	Amount + AddonValue__c	10500 (10000 + 500)
-	Subtraction	Amount - COGS__c	6000 (10000 − 4000)
*	Multiplication	Quantity__c * UnitPrice__c	1500
/	Division	Amount / Quantity__c	500 per unit
%	Remainder (modulo)	IF(InvoiceNumber__c % 2 = 0, "Even", "Odd")	"Even" (if number = 4)
=	Equals	IF(StageName = "Closed Won", "Won", "Not Won")	"Won"
!=	Not equal	IF(Status__c != "Active", "Inactive", "Active")	"Inactive"
>	Greater than	IF(Amount > 50000, "Large Deal", "Small Deal")	"Large Deal"
<	Less than	IF(DaysOpen__c < 30, "New", "Aging")	"New"
>=	Greater than or equal	IF(Amount >= 50000, "Tier 1", "Tier 2")	"Tier 1"
<=	Less than or equal	IF(Score__c <= 40, "Low", "High")	"Low"

### Advanced Real-World Examples These examples combine multiple functions for more complex use cases. **Commission tier label** `IF(Amount >= 50000, "Tier 1 (8%)", IF(Amount >= 20000, "Tier 2 (5%)", "Tier 3 (3%)"))` **Short contact summary line** `CONCAT(UPPER(LEFT(FirstName, 1)), ". ", LastName, " — ", TRIM(Title__c))` > *Result: "J. Smith — Senior Account Executive"* **Deal risk score label** `IF(AND(Amount > 50000, DaysOpen__c > 90), "High Risk", IF(OR(Amount > 50000, DaysOpen__c > 90), "Medium Risk", "Low Risk"))` **Total value with fallback to zero** `IF(ISNULL(Quantity__c), 0, Quantity__c * UnitPrice__c)` **Masked account number** `CONCAT("XXXX-", SUBSTRING(AccountNumber__c, LENGTH(AccountNumber__c) - 4, LENGTH(AccountNumber__c)))` > *Result: "XXXX-5678" from "ACC-005678"* ### Quick Reference — All Supported Functions

Category	Function	Syntax	Returns
Math	ABS	ABS(number)	Number / Currency
Math	CEIL	CEIL(number)	Number / Currency
Math	EXP	EXP(number)	Number
Math	FLOOR	FLOOR(number)	Number / Currency
Math	LOG	LOG(number)	Number
Math	MAX	MAX(n1, n2, ...)	Number / Currency
Math	MIN	MIN(n1, n2, ...)	Number / Currency
Math	ROUND	ROUND(number)	Number / Currency
Math	SQRT	SQRT(number)	Number
Math	SUM	SUM(n1, n2, ...)	Number / Currency
String	BEGINSWITH	BEGINSWITH(text, prefix)	Boolean
String	CONCAT	CONCAT(s1, s2, ...)	String
String	CONTAINS	CONTAINS(text, substring)	Boolean
String	ENDSWITH	ENDSWITH(text, suffix)	Boolean
String	LEFT	LEFT(text, n)	String
String	LENGTH	LENGTH(text)	Number
String	LOWER	LOWER(text)	String
String	REPLACE	REPLACE(text, old, new)	String
String	SUBSTRING	SUBSTRING(text, start, end)	String
String	TEXT	TEXT(value)	String
String	TRIM	TRIM(text)	String
String	UPPER	UPPER(text)	String
Logical	AND	AND(cond1, cond2, ...)	Boolean
Logical	IF	IF(condition, true_val, false_val)	String / Number / Boolean / Currency
Logical	ISBLANK	ISBLANK(text)	Boolean
Logical	ISNULL	ISNULL(value)	Boolean
Logical	OR	OR(cond1, cond2, ...)	Boolean

*** ## Column Header Action Click the **drop-down icon** in the column header to **search for records and choose which ones to display**, allowing for more tailored data viewing. Depending on the field type, the drop-down menu offers different options: * **Picklist fields**: You can search and select specific values, but filter options will not appear. * **Date fields**: Filter using preset options like *Today*, *Tomorrow*, *Next Month*, or choose a custom date using the calendar picker. * **Number fields**: Filter options adjust to allow number-specific conditions such as *equals*, *greater than*, *less than*, and more. * **String fields**: Users can filter records by selecting text values directly from the available list, making it easy to narrow down results based on specific text entries. * **Formula Fields**: Filtering behavior for Formula Fields depends on the formula’s **output data type**. * **Number formulas:** Support number-based conditions (equals, greater than, less than, etc.). * **Text formulas:** Allow filtering by selecting text values from a list. * **Lookup Fields**: Lookup filter options follow the **data type of the referenced field**. * **Lookup to text-based fields:** Users can filter by selecting the available text values. * **Lookup to number-based fields:** Number-specific filter conditions are applied. * **Lookup to date fields:** Date-related filter options become available.

If a field is **Locked (Read-Only)** in Salesforce, it will also be locked in Wave. A **lock icon** appears in the column header, and the data is read-only. The **entire column will appear in grey**, indicating that it’s non-editable.

When a field is added using **Lookup**, the column header shows the number of lookup levels applied.\ Hover over the lookup number to view the full path. For example:\ `CreatedBy >> Account >> CreatedBy >> Country`

### Filter Features * Only values **available in the grid** are shown. * Typing in the filter dynamically **narrows the list**. * Picklist values follow the **Salesforce-defined order**. * A **blue filter icon** in the header shows which columns have active filters. * Use **Clear All Filters** to reset your grid view.

## Column Header More Options Wave Grid gives you Excel-like flexibility, putting you in control of your data with ease.\ Each column header offers powerful actions like **freezing, sorting, grouping**, and helping you organize information just the way you need it. You can also **insert or remove columns** seamlessly within the familiar, spreadsheet-style interface for a highly customizable data experience.

### Freeze/Unfreeze Column * Keep a column visible while scrolling horizontally. * Unfreeze returns it to its original position.

### Group Columns * Organize related fields by grouping columns together. * Find out more about Column Group [here](https://docs.valorx.com/valorx-wave/wave-data-management/managing-grid-data/column-group).

### Insert Field {% stepper %} {% step %} **Open the Insert Field Panel** Click **Insert Field** to open a pop-up showing all available columns for the selected object (e.g., *Opportunity*). * Fields already present in the current grid will be pre-selected. * You can **search** for fields using the search bar or **filter** by data type using the **Data Type** dropdown. {% endstep %} {% step %} **Refresh Object Fields (Optional)** If you don't see newly added fields in Salesforce, click **Refresh** to sync the latest metadata from Salesforce. {% endstep %} {% step %} **Add and Confirm** Select the fields you want to insert and click **OK**. The selected columns will be added to your grid.

{% endstep %} {% endstepper %} For **Standard Grids**, adding a new column/field **converts it to a custom grid**, with a toast notification and rename prompt. Find out more about it [here.](https://docs.valorx.com/valorx-wave/wave-experience/create-a-new-grid/manage-grid-in-wave-browser-extension#customize-standard-grid-salesforce-view) ### Hide Column * Hide the selected field from the current grid view

### Remove Field * Removes the selected field from the current grid view.

### Sort * Sort data in **ascending (A–Z / 0–9)** or **descending (Z–A / 9–0)** order. **Notes:** When you sort using the **column header**, the sorting only happens on the records that are already loaded in the grid. No Salesforce call is made. Also, this kind of sorting is temporary and will reset if you refresh or reopen the grid.

These **Header Action** features make data handling in Wave as seamless and powerful as working in **Excel**, enhancing productivity while keeping your Salesforce data structured and accessible. Want to understand how Header Sort compares to Toolbar Sort? See [Sorting Overview](https://docs.valorx.com/valorx-wave/wave-data-management/managing-grid-data/sort) *** ## Lookup The Lookup feature enables you to: * See and update the account information from the Grid 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.

Lookup - Changing relationship between fields

> 1. Hover over its respective account name field and click on the Lookup icon. > 2. A pop-up will show the list of all account names. Scroll down or search for the new account name and click on it. > 3. The account name for the Dickenson Mobile Generations opportunity will be changed. > 4. 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.

Lookup - Seeing record details using lookup

> 1. Instead of clicking on the Lookup icon, click on the account name written in a grey background. > 2. The account details pop-up screen will open. > 3. You can edit the details and save them if required. ### Lookup Filters Lookup fields in the grid now fully adhere to the filters applied in Salesforce, ensuring consistent data visibility and user experience in Salesforce. This configuration allows users to interact with more refined data sets, making it easier to find the necessary records. {% hint style="info" %} This is only applicable for admin users. Non-admin users must have the "Grid Setup and Configuration" permission to use lookup filters. {% endhint %} **Key Benefits:** * **Enhanced Data Accuracy:** Lookup Filters ensure users are selecting from relevant data sets, reducing errors in data entry. * **Improved Efficiency:** Lookups display only records that meet the defined filter conditions, minimizing the need to sift through extensive lists. * **Customizable Filters:** Admins can define the filter criteria based on field values or other conditions to streamline the selection process. This functionality is especially useful for users working with large data sets, ensuring that only the most relevant records are available in the lookup field. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.valorx.com/valorx-wave/wave-data-management/data-control-and-customization.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.