Add Column
To add a column in the sheet, follow the following steps.
Click on the header menu in the column to the left of the place you want to add columns.
Select "Add Columns" in the menu.
"Add Column" dialog will be displayed.
Currently, there are four kind of columns that can be added to the sheet.
Field Column - A column that is tied to a specific field of Salesforce object.
Formula Column - A column that displays the calculated result of a formula defined in the sheet.
Data Column – A column that contains data that is only available within the sheet.
Matrix Column – A column to display the time-series matrix transformed data.
Add Field Column
Field columns are columns that retrieve and display data from existing fields defined within Salesforce object.
To add field columns, follow these steps:
Click "Field Column" tab in the "Add Column" dialog.
As the Salesforce field list is displayed in the tab content, select fields to display in the column.
Press the "Add" button.
By expanding the reference field folder, you can add not only the Salesforce object fields directly related to the sheet but also the fields in the referencing objects.
Add Field through Polymorphic Relationship
In Salesforce, "Related To" or "Name" fields in "Task" or "Event" objects can be related to multiple objects as reference destinations (= Polymorphic Relationship Field). For these polymorphic relationship fields, a pull-down menu will be displayed in the node of the tree to select the referenced object. By selecting the object to reference, it is possible to retrieve fields of a specific reference object.
Limitation of Fields through Polymorphic Relationship
When filtering is applied to the column with fields through polymorphic relationship, and the number of records of the source object stored in Salesforce is larger than a certain number, the obtained result might become less than what is actually expected (Warning will be shown in the sheet footer).
Add Formula Column
Formula columns allow you to include the calculated results from the field values and so on as columns in the sheet. The formula in a formula column can be written in the same syntax as Salesforce formula and can use most of the functions available in Salesforce.
To add a formula column, follow these steps:
Click "Formula Column" tab in the "Add Column" dialog.
Enter a column label name in Display Label input [A] and select the type of value returned by the formula in Data Type select [B].
Enter a formula in Formula textarea [C]. Open Formula Editor button [D] allows you to enter a formula in the dedicated formula editor dialog. See "Writing a Formula using Formula Editor" for more information.
Press the "Add" button to add the formula column.
Considerations
Formula columns, unlike Salesforce formula fields, are only available within the sheet to which the column is added. Adding a formula column does not automatically add the field to the original Salesforce object.
If you apply filter / sort to the formula columns added in the sheet, the filter / sort process will only be applied to the records retrieved from Salesforce. To increase the number of records to be filtered or sorted, go to the sheet settings and change the "Max Fetch Record Num" setting.
Formulas in formula columns are syntactically compatible with the formulas available in Salesforce formula fields, but there are some limitations in their use. See "Formula Restrictions and Notes" for more information on limitations.
Add Data Column
Apart from the items defined in Salesforce, you can add a new column to store data that is available only in the sheet. The information saved in the data column is stored in association with Salesforce records and can be used for filtering, sorting, etc.
To add a data column, follow the procedure below.
Click "Data Column" tab in the "Add Column" dialog.
Enter the display label of the column in the "Display Label", and select the type of data you want to store in the data column in the "Data Type". The following data types can be selected:
Text
Text (Multiline)
Number
Date
Datetime
Check (TRUE/FALSE)
Picklist
If you choose "Picklist" as the data type, enter the options in the picklist, separated by newlines.
Click "Add" button to add a new data column.
Considerations
It will not automatically add fields to the original Salesforce object
by creating new data columns.
The information saved in the data columns can be used only in the sheet where the data columns are resides in.
Unlike the columns associated with Salesforce fields, the information saved in the data column will also be deleted when the containing sheet or column itself is deleted.
Limitations
Data columns that can be included in one sheet will be up to 10 per each data type.
When filtering is applied to the data column, and the number of records of the source object stored in Salesforce is larger than a certain number, the obtained result might become less than what is actually expected (Warning will be shown in the sheet footer).
It is not possible to add data columns to a book / sheet created by another user (you can use it by duplicating the book in advance).
Add Time-Series Matrix Column
Your organization must be enabled the "Matrix Transformation Option" to use this feature. If you wish to use it, please let us know to the sales representative in charge.
You can add a column which displays records in a related list of the object in the sheet, transforming them from list form to matrix form to align horizontally in nested columns. See "Time-Series Matrix Transformation" for details.
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