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 Formula Column
  1. Functions for Advanced Usage
  2. Time-Series Matrix Transformation

Add Child Column

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Last updated 2 years ago

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