Pivot Grid

GridMate provides a component to display a collection of records as a Pivot Table. With GM - FieldSet Pivot, we can display time series records with the ability to summarise and edit the data.

In this tutorial, we will setup a pivot grid to visualize forecasts per opportunity per month. We created a custom object to store forecasts. The forecast object has a master-detail relation to the opportunity.

Also, An automation has been set to create the forecast records for each closed won opportunity. Below is a quick demo on how to configure the GM - Pivot Grid component.

X Columns property contains the fields to build the columns of the grid. We put the date of the forecast in our case.

Y Columns property contains the fields to build the row headers. In our example, we want to group our forecasts by Opportunity. Multiple fields could be used as row header.

Value Columns property contains the fields to use as cells. Multiple fields could be used. In our example, we want to visualize the investment, the revenue and the net revenue.

The Config. Wizard can be used to configure different properties like the sort, order and aggregation....

Custom Labels

To configure Custom Labels.

1. Launch the Configuration Wizard and select the Custom Labels tab.

2. Step 1 - Select Fields. From the Available list select the field to be renamed.

3. Step 2 - Define Labels. Define the label for each selected field.

4. Step 3 - Custom Labels Configuration

The Custom Labels Configuration dialog displays the Custom Labels text.

This value can be used to populate the Custom Labels property value of the GridMate component.

Define Custom Labels

To add helper text to fields:

• Click the gear icon and select Setup.

• Navigate to Object Manager, select the object (e.g., Forecast), and go to "Fields & Relationships."

• Find the field, click the Edit, scroll to Help Text, enter your text, and Save.

Pagination

Pivot Grid Pagination allows you to control how records are fetched and displayed by grouping related data at a higher level. By setting a paging field name, you move up one level in the data hierarchy ensuring that related records are loaded together on the same page.

in this tutorial, we’ll set the paging field name to "opportunity__c". This ensures that all forecasts related to a single opportunity are displayed together on the same page.

Below is an example of the Paging Filter.

{
    "and": [
        {
            "AccountId": {
                "operator": "=",
                "value": "$recordId"
            }
        }
    ]
}

Search

To configure the Search Fields properties.

1. Edit the Lightning page in the App Builder.

2. Scroll down until you see Search Fields.

3. Select Search Field(s). From the Available fields which are searchable, for example Text, PickList, Phone, Email, URL .

GridMate - Pivot Grid - Search

Below is a step by step tutorial to configure the GridMate - Pivot grid Search property feature.

Pivot Grid - Search

Inline Cell Edit

To configure the Inline Cell Edit properties.

1. Edit the Lightning page in the App Builder.

2. Scroll down until you see Enable Cell Edit and check the box.

When Inline Cell Edit is enabled, End User will be able to edit Y Columns as well.

Below is a step by step tutorial to configure the GridMate - Inline Cell Edit feature.