Basic Usage

This chapter describes basic usage of Mashmatrix Sheet through a representative usage of Mashmatrix Sheet.

Create a Sheet

Immediately after the installation of Mashmatrix Sheet, no data is displayed on the screen of the application.

So let's first create a sheet that displays the opportunity data stored in Salesforce.

To create a sheet that displays the opportunity data stored on Salesforce, follow the steps below.

  1. Click the "Create New Book" button at the center of the screen.

  2. Enter the name of the book you want to create and click Next.

  3. Since Salesforce object list is displayed, select "Opportunity".

  4. Click the "Create" button displayed in the lower right corner.

  5. You can confirm a sheet is created to display the opportunity.

Add a Column to the Sheet

Next, add "Opportunity Type" field as a new column to be displayed on the created sheet.

To add the Opportunity Type field as a column, follow the procedure below.

  1. Click the column header menu.

  2. From the menu, choose “Add Column”.

  3. From the displayed dialog, select the "Opportunity Type" item.

  4. Click the "Add" button at the bottom right of the dialog.

Filter Displayed Data

Next, we apply a filter to the Opportunity data displayed in the sheet based on the value of the opportunity type.

To filter the data by opportunity type, follow the procedure below.

  1. Click the column header menu in the "Opportunity Type" column.

  2. Select the "Filter" from the menu.

  3. Check the opportunity types you want to narrow down from the options list in the displayed dialog.

  4. Click the "Apply" button.

Edit Data in Bulk

Let's say you want to change the Close Date value of all displayed opportunity records to the end of this month.

To bulk edit data on the Close Date column, follow the procedure below.

  1. Double-click a cell of the Close Date column.

  2. Select the end date of this month from the date picker.

  3. From the keyboard, press Ctrl (Command on Mac OS) + C to copy to the clipboard.

  4. Click on the Close Date column header to select the entire column.

  5. Paste the copied data by pressing Ctrl (Command in Mac OS) + V from the keyboard.

  6. Click the Save button in the lower right of the screen.

With the above, it is now possible to create a new sheet and to bulk edit data. In the subsequent chapters, we will explain the details of the functions of the Mashmatrix Sheet application.