Add Child Column

To add a child column to display inside a matrix column, select Add Column from the menu in the series value header or the menu in the child column header. There are two types of columns that can be added as child columns:

• Field Column

• Formula Column

You cannot add a data column as a child column of matrix column. Also, you cannot add fields through polymorphic relation.

Add Field Column

The fields that can be selected as child columns are the fields of the related list object that you specified when creating the matrix columns. Select fields you wish to display as child columns from the list of fields displayed in the Field Column tab.

Add Formula Column

Like normal columns, formula columns can be added to the child columns. From the Formula Column tab, you can launch the formula editor and write formulas, just as you would in a regular formula column.

As with regular sheet formulas, you can reference columns from the same or other sheets as variables, and you can use global variables and functions in formulas, but you cannot reference Salesforce fields directly as field variables. To reference a Salesforce field value, it must be added to the matrix column as a child column and then referenced as a column variable.

When referring from a formula inside a matrix column to a child column in the same matrix column as a variable, you can refer to one that is in the same series value as the cell being evaluated, or one that is in the series value before/after the specified number of steps. For more information on formulas inside matrix columns, see "Matrix Column and Formula".