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.

GM - Pivot Grid

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....

Define 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.