# Wave Dashboard

## Wave Dashboard

The **Wave Dashboard** is the central hub where all your [**Grids**](https://docs.valorx.com/valorx-wave/wave-workspace/grids) and [**Matrices**](https://docs.valorx.com/valorx-wave/matrix/matrix-screen) are organized and managed. It provides a unified view of everything created using the [**Grid Wizard**](https://docs.valorx.com/valorx-wave/wave-experience/create-a-new-grid/grid-wizard-in-salesforce) and the [**Matrix Wizard**](https://docs.valorx.com/valorx-wave/matrix/matrix-configuration) in Wave Embedded.

Whether you're managing existing configurations or preparing to preview and publish new ones, the Wave Dashboard puts everything in one place—empowering Designers to manage, publish, and maintain both Grids and Matrices with ease.

<figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2FsJUcsP0ccKEQy6HraM7v%2FWave%20Dashboard.png?alt=media&#x26;token=5c18bb79-56bc-49cb-9ae7-85afe860e6a4" alt=""><figcaption><p>Wave Dashboard</p></figcaption></figure>

## Layout of the Workspace

The Wave Embedded environment includes four permanent tabs:

* [**Wave Dashboard**](#wave-dashboard) – Home screen displaying all Grids and Matrices.
* [**Grid Wizard**](https://docs.valorx.com/valorx-wave/wave-experience/create-a-new-grid/grid-wizard-in-salesforce) – For creating or editing Grids.
* [**Surf the Wave**](https://docs.valorx.com/valorx-wave/surf-the-wave) – For viewing and interacting with Grid data.
* [**Matrix Wizard**](https://docs.valorx.com/valorx-wave/matrix/matrix-configuration) – For creating or editing Matrices. (*Matrix Configuration*)
* **Wave Admin** - For [Backup and Restore](https://docs.valorx.com/valorx-wave/settings/settings-screen#backup-and-restore) Grids and Matrices.

Additionally, there's a **temporary tab**:

* [**Surf the Matrix**](https://docs.valorx.com/valorx-wave/matrix/matrix-runtime) – Opens only when a Matrix is being viewed and can be closed. (*Matrix Runtime*)

## Wave Dashboard: Grids and Matrices

This is the default screen when opening Wave Embedded.

### Top Section Overview

* **Search Bar**:  Allows users to search by Grid or Matrix name. Start typing to filter the displayed results.<br>

  <figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2Fve8sbjZ4sOp5WyAS1ibc%2FSearch%20Bar.gif?alt=media&#x26;token=f1754c9a-9f2a-4754-b260-8d17862e916d" alt=""><figcaption><p>Search Matrix or Grid using Search Bar</p></figcaption></figure>

* **View Toggle Buttons**:

  * **All**: Shows both Grids and Matrices.
  * **Grids**: Displays only Grids.
  * **Matrices**: Displays only Matrices.

  <figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2FeTdQUZI7WY03oOkUsMup%2FView%20Toggle%20Button.gif?alt=media&#x26;token=6ac198e2-06f5-4311-aeff-0df0497da600" alt=""><figcaption><p>Toggle View Wave Dashboard</p></figcaption></figure>

* **Add New** **Button**: Opens a popup with the question: *“What would you like to create?”*\
  Users can choose between:

  * **Grid** → opens the [Grid Wizard](https://docs.valorx.com/valorx-wave/wave-experience/create-a-new-grid/grid-wizard-in-salesforce)
  * **Matrix** → opens the [Matrix Wizard](https://docs.valorx.com/valorx-wave/matrix/matrix-configuration)

  <figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2Fwwj3IS7g2K6eFORdrltK%2FAdd%20New%20Button%20v2.gif?alt=media&#x26;token=eb0d94f8-b621-477d-8812-cabeade6bc53" alt=""><figcaption><p>Add New Button</p></figcaption></figure>

* **View Mode Switcher**: Two icons allow toggling between:

  * **List View**
  * **Card View**

  <figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2FS7zQo7p2dPXychAsjDCk%2FView%20Mode%20.gif?alt=media&#x26;token=57bc1af0-f0db-4110-b24c-c34160048a45" alt=""><figcaption><p>Wave Dashboard View Mode</p></figcaption></figure>

## View Mode (Main Screen)

The Wave Dashboard offers two display options—**Card View** and **List View**—so you can choose how to visualize and interact with your Grids and Matrices. Easily switch between views using the toggle buttons at the top right, depending on your preference for a detailed list or a more visual layout.

Below is the difference between the two view modes:

### List View

When List View is active, all Grids and Matrices are displayed in a tabular format.

<figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2F3HV8kKc9VCQYCc0gXwIS%2FList%20View.png?alt=media&#x26;token=6cff6792-22c8-47f4-970e-310b0e9ab990" alt=""><figcaption></figcaption></figure>

#### Columns Displayed:

* **Name**: The name of the Grid or Matrix.
* **Object**: The related Salesforce object.
* **Details**: Indicates if it's a Grid or Matrix.
* **Actions**: A triple-dot **(⋯)** menu offering contextual options.

#### Action Menu:

<figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2FGGpFUnSySfkHHRClETg9%2FView%20List%20Action.gif?alt=media&#x26;token=6a081fae-c5ef-4948-80f1-6b0ba936faf0" alt=""><figcaption></figcaption></figure>

**For Grids:**

* **Surf the Grid -** View the Grid (Opens Surf the Wave)
* **Edit** - To edit the Grid(opens Grid Wizard)
* **Duplicate -** Duplicate the grid for reuse or customization
* **Delete -** Permanently remove the grid
* **Backup** - Backup the grid
* **Manage Access -** Manage who can see and use the grid
* **Sync Lookup Filters -** Ensure filters are up to date with Salesforce data
* **Publish -** View where the grid is deployed and get the grid ID

**For Matrices:**

* **Surf the Matrix -** View the Matrix in runtime (Opens Surf the Matrix)
* **Edit** -  To edit the Matrix(opens Matrix Wizard)
* **Duplicate -** Duplicate the matrix for reuse or customization
* **Delete -** Permanently remove the matrix
* **Sync Lookup Filters -** Ensure filters are up to date with Salesforce data

### Card View

When Card View is selected, each Grid or Matrix appears as an individual card.

<figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2FMknatdobGMlef4QbC3z2%2FCard%20View.png?alt=media&#x26;token=bb59e281-f574-499d-a3ae-13f27b9ed239" alt=""><figcaption></figcaption></figure>

#### Card Elements:

<figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2FIp7jeqwtaL35iwbDls0R%2FCard%20View%20Action.gif?alt=media&#x26;token=3b9cf430-0ad7-4efb-8f29-27ff5b2cd3c8" alt=""><figcaption></figcaption></figure>

* **Title**: Name of the Grid or Matrix.
* **Object**: The Salesforce object used in the setup.
* **Label**:
  * Top-right label: Grid or Matrix depending on type.
* **Buttons**:
  * **Surf the Grid** or **Surf the Matrix** – Opens the respective viewer.
  * **Edit** – Opens the item in Grid Wizard or Matrix Wizard.
  * **More Options (⋮)**:
    * **Duplicate** - Duplicate the matrix or grid for reuse or customization.
    * **Delete** - Permanently remove the matrix or grid.
    * **Backup** - Backup the grid.
    * **Manage Access** - Manage who can see and use the grid.
    * **Sync Lookup Filters** - Ensure filters are up to date with Salesforce data.
    * **Publish** - View where the grid is deployed and get the grid ID
    * *For Grids only*: Manage Access, Publish.

#### How to get Grid ID

<figure><img src="https://2237973035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F65f4C4H8V5e0YV342mwp%2Fuploads%2FwYkmYN52uitF15JyvXdg%2FPublish%20Location%20Copy%20ID.gif?alt=media&#x26;token=b280d986-b762-4771-b5c4-8554280c514f" alt=""><figcaption><p>Grid Publishing</p></figcaption></figure>

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## Access and Roles

Only **Designers** have full access to the Wave Dashboard, including the ability to:

* Create and edit Grids and Matrices
* Manage access
* View published locations
* Use Sync Lookup Filters

Standard users typically interact with **Surf the Wave** and **Surf the Matrix** only, without access to editing or management features.

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