Scratch Data Sheet

In normal Mashmatrix Sheet sheets, data stored in Salesforce objects is used as the data source, retrieving record information and saving data added or changed on sheets as records within objects.

"Scratch Data Sheet" is a sheet that allows you to register and manage data from scratch within the sheet without linking data to specific Salesforce objects. You can easily register and use new data within books without needing to prepare Salesforce objects in advance.

In scratch data sheets, you can add filters, sorting, and formula columns just like in normal sheets. You can also create related sheets by specifying reference values. Therefore, scratch data sheets can be used not only when you want to temporarily use data within Mashmatrix Sheet, but also when you want to cross-reference and analyze data stored in Salesforce with Excel file data at hand, or when you want to perform mutual linked filtering between Excel data and Salesforce data.

Creating Scratch Data Sheets

To create a scratch data sheet, click the new sheet creation button to the right of the sheet tab and select "Add Sheet" from the menu, just like creating a normal sheet.

Select the "Scratch" tab from the tabs displayed in the dialog.

Create Columns & Data from Scratch

When registering sheet columns and data from a completely blank state, select "Create Columns & Data from Scratch", enter the sheet title in the title field, and press the create button.

A scratch data sheet with no columns or data will be created, so select "Add Column" from the column header menu to add columns for registering necessary data.

Import CSV file with Column Headers

Scratch data sheets can not only create blank sheets, but also register data at the same time as creation by importing CSV files.

When you select "Import CSV file with Column Headers", a file selection control is displayed. You can import CSV files by selecting them in the file dialog or by drag and drop.

When you select a CSV file, the contents of the CSV file are analyzed. The first row of the CSV file is used as headers for column labels. As a preview, the header and the contents of the first 3 records are displayed in table format.

When displaying the preview, the data in the CSV is scanned to estimate the most likely applicable data type. If the estimated data type is different, you can change it to the correct data type using the dropdown.

Adding Columns to Scratch Data Sheets

You can add columns to scratch data sheets from the "Add Column" option in the column header menu, just like in normal sheets. However, the types of columns that can be added are limited to "Data Column" and "Formula Column" only.

Data columns in scratch data sheets can add data that can only be used within the scratch data sheet, just like in normal sheets. Similarly, when data columns are deleted from sheets or when sheets/books containing data columns are deleted, the saved data will be lost.

Formula columns in scratch data sheets can use column values and functions just like formula columns in normal sheets, but they cannot select and reference Salesforce object fields within formulas.

Scratch Data Sheet Limitations

• Columns that can be added to scratch data sheets are limited to a maximum of 20 per data type.

• Columns with "Text" and "Text (Multi-line)" data types can only register up to 255 characters.

  • Data exceeding this will result in errors during CSV import.

• The maximum number of records that can be imported from CSV files when creating scratch sheets is 1,000.

  • If you want to add more than 1,000 records, perform bulk addition via copy & paste after creating the sheet.