Mashmatrix Sheet
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  • Mashmatrix Sheet User Guide
  • Introduction
  • Application Overview
  • Basic Usage
  • Functions about Books / Sheets
    • Create a New Book
    • Change Book Setting
    • Duplicate Book
    • Delete Book
    • Open Book in New Tab
    • Change Book Sharing Folder
    • Split Book Screen
    • Create a New Sheet
    • Change Tab Display Order of Sheets
    • Change Sheet Setting
      • Sheet Setting - Basic
      • Sheet Setting - Options
      • Sheet Setting - Filter
      • Sheet Setting - Actions
    • Maximize Sheet
    • Duplicate Sheet
    • Delete Sheet
    • Create a Related Sheet
    • Create a Card Type Sheet
    • Change Card Type Sheet Setting
    • Configure Views
    • Configure Search Form
  • Functions about Displaying Data
    • Change Columns Order
    • Change Column Width / Height
    • Fix Column from Scrolling
    • Sort
    • Filter
    • Change Column Setting
      • Column Setting - Basic Property
      • Column Setting - Options
      • Column Setting - Format
    • Show / Hide Column
    • Add Column
    • Delete Column
    • Group Column Headers
    • Summary Row
    • Formula
    • Function
      • Salesforce Compatible Functions
      • Aggregation Functions
      • Other Extension Functions
    • Reference Value
    • Navigate Pages and Reload Records
  • Functions about Editing Data
    • Edit / Save Displayed Data
    • Copy & Paste Values
    • Create a New Record
    • Duplicate Records
    • Delete Records
    • Lookup Search
  • Functions about Actions
    • Action Button
    • Standard Actions
    • Marketing Actions
    • Custom Actions
    • Approval Request Actions
  • Functions for Advanced Usage
    • Time-Series Matrix Transformation
      • Overview
      • Add Matrix Column
      • Change Matrix Column Setting
      • Show / Hide Column
      • Add Child Column
      • Delete Child Column
      • Format
      • Matrix Column and Formula
      • Limitations
  • Settings for Admin
    • Assign License
    • Grant Permission Set
    • Administration Console
    • Organization-Level Configuration
  • Customization
    • Access Sheet Directly with URL
    • Sheet Component
    • Embed Sheet in Layout using Visualforce
    • Using Sheet Component in Visualforce
    • JavaScript API
    • Launching Custom Apex / Visualforce
    • Launching Flow
    • Using in Experience Cloud
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On this page
  • Add Field Column
  • Add Field through Polymorphic Relationship
  • Limitation of Fields through Polymorphic Relationship
  • Add Formula Column
  • Considerations
  • Add Data Column
  • Considerations
  • Limitations
  • Add Time-Series Matrix Column
  1. Functions about Displaying Data

Add Column

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Last updated 2 years ago

To add a column in the sheet, follow the following steps.

  1. Click on the header menu in the column to the left of the place you want to add columns.

  2. Select "Add Columns" in the menu.

  3. "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:

  1. Click "Field Column" tab in the "Add Column" dialog.

  2. As the Salesforce field list is displayed in the tab content, select fields to display in the column.

  3. 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:

  1. Click "Formula Column" tab in the "Add Column" dialog.

  2. 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].

  3. 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.

  • 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.

  1. Click "Data Column" tab in the "Add Column" dialog.

  2. 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

  3. If you choose "Picklist" as the data type, enter the options in the picklist, separated by newlines.

  4. 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.

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 "" for more information.

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 .

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 for details.

"Time-Series Matrix Transformation"
Writing a Formula using Formula Editor
change the "Max Fetch Record Num" setting