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

Add Matrix Column

PreviousOverviewNextChange Matrix Column Setting

Last updated 2 years ago

To display time-series matrix-transformed data in a sheet, a type of column called a "matrix column" should be added to the sheet. To add a matrix column, follow the steps below.

  1. Select "Add Columns" from column header menu.

  2. Click "Time-series Matrix Column" tab in the column setting dialog.

  3. [A] Child Relation Object - Select a related list which you want to apply time-series matrix transformation.

    • Only related lists placed in the default page layout of the object will be listed in the "Child Relation Object" pulldown.

  4. [B] Series Field - Select a field that will be the axis of time-series matrix transformation.

    • Currently only date type fields can be selected as Series Field.

  5. [C] Interval - Specify the display interval of time series field. Choose from the following values:

    • Yearly

    • Quarterly

    • Monthly

    • Weekly

    • Daily

  6. [D] Start - Specify the start date of time series value. If "Quarterly" or "Monthly" is selected in "Interval", the date will be corrected to the first day of the specified month. If "Yearly" is selected, it will be corrected on the first day of the specified year (January 1).

  7. [E] Duration - Specify the duration of the time series in number, which must be an integer greater than or equal to 1.

  8. [F] Column Field - Select fields from related list object which will be displayed inside of matrix column. If you click [G] Add Column Field link, you can add multiple fields at once.