Conga Product Documentation

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Creating and Extending Sections

A section is an area of the matrix that represents a single record. It can include one or many row-column-data combinations. Every matrix has at least one section. Each section can also have its own section filters.

Creating Sections

This procedure enables you to create a section

To create sections

You must have at least one object selected in Objects.

  1. From the X-Author Designer ribbon, click Matrix Map.


  2. Click Create.


    The Matrix Map pane opens on the right side of Excel.
  3. Type a Name for the Matrix Map.

    If you are creating one Matrix Map, you can use Map or any other name. If you are using multiple Matrix Maps, then you need a more descriptive name to identify each one.

    Each object and its fields selected in objects will be available for use in the Matrix Map. Objects are listed based on the object behavior from Objects (Ind and List). List fields are displayed by default. You can switch to Individual fields using the Type list.

  4. Create a Row and Column Mapping for each section.
    1. Drag a List field onto the worksheet. When you release the mouse, a pop-up window appears.


    2. Select either the Row or Column radio button. The Rendering Type, Value Type, and Sort options are displayed. All of these work together to determine how row or column values are populated.
    3. Select a Rendering Type.
      • Static: This requires you to enter the cell value manually or X-Author uses the Field Label.
      • Dynamic: Field data is retrieved automatically based on the data getter actions.
    4. Select a Value Type.

      If you select the Dynamic Rendering Type, this option is unavailable.

      If you select Static from Rendering Type, this option becomes available with the following options.
      • Field Label: Sometimes, the row or column label and the data value will use the same field mapping. This occurs when you have multiple fields from the same record in the section. This is a placeholder for the Designer to use the Field Name as the row or column label. It is the one instance where the intersecting value is determined from just the column or row mapping plus the data value. For example, if, for a single opportunity, you want to display three fields—amount, volume, and average selling price—then, in the rows, the field names would be described one on top of the other, and, in the data, you would drag the field and the value of that field would be rendered.
      • Field Value: Enter the value of the field to be used in determining the data value. If you look at the previous example, the field value would be either Revenue or Cost of Revenue.
    5. Click OK to complete the settings for that field.


  5. Create Data Mappings for each section. Make sure that the cell you are mapping to is an intersection of a row and column mapping.
    1. Once you have created column and row mappings, you can drag and drop the field that represents the intersection. When you drop the field, the pop up window will appear and, in this case, the radio button will automatically default to Data. It uses the closest row and column combination.
    2. Enter a Section Name for the data or select an existing section name from the drop-down menu.
    3. Select a Row Lookup.
    4. Select a Column Lookup.

    5. Click OK.
  6. Click Save and Close.
  7. Click Save App.

Extending Sections

Usually, a section will not only be used for a single cell (with its column and row mappings), but will be used across a range of cells. To copy the properties of one section to other cells, designers can use the Extend Section function (similar to the Excel format paintbrush function).

To extend a section

  1. Click the Sections tab.
  2. Select a section.
    Make sure your cursor is in the worksheet data cell you want to copy.
    The cells that comprise that section will be highlighted in the worksheet.
  3. Select the remainder of the range to extend to, including the data cell.
  4. Click Extend Section in the pane to the right.
    The highlighted cells will expand and their cells will be mapped on the Fields tab.
The selected section is extended.

Grouping Data in Columns

You can use matrix grouping features to display data in grouped columns within a matrix.

If you want to group pricing data for a region, for a specific device type for a particular processor, configure the following

  1. Set the Device Type field as a regular Dynamic Matrix Column.
  2. Set the Region field as a Grouped Column on which the data is grouped.
  3. Add Processor Name as Matrix Row.
  4. Add Price as a Data Field to the Matrix.
  5. You can add one or more grouped columns on top of the Region Grouped Column field.

Region (Grouped Column)

Device Type (Column)

Processor Name (Row)

Price (Data Field)

In this use case all the fields belong to the same object.While grouping data in columns ensure that the fields belong to the same object or are associated with each other via a lookup.

For every Individual Matrix Column of Rendering Type – Dynamic, one or multiple grouped columns may exist.

If the same record exists across multiple objects, you can group the data in the cells of a matrix based on the objects the data exists in. For Matrix grouping to work, the data has to be structured in such a way where the data for a particular field is common. Not every List can be transformed into a matrix grouping use-case.

Matrix Grouping is applicable only on columns with Rendering Type as Dynamic. For matrix grouping to work, there must be a valid Dynamic matrix column. A user can drag a matrix field on top of an already created dynamic Matrix Column. X-Author for Excel automatically detects whether a dragged matrix field is a matrix grouped field or not. If it is a grouped field, the Grouped Field property is set to true automatically and within the elements of the matrix, the column categorized as a Grouped Column.



To create Grouped Matrices

  1. Click Matrix Map.


  2. Click Create.


    The Matrix Map pane opens on the right side of Excel.
  3. Type a Name for the Matrix Map.

    If you are creating one Matrix Map, you can use Map or any other name. If you are using multiple Matrix Maps, then you need a more descriptive name to identify each one.

    Each object and its fields selected in objects will be available for use in the Matrix Map. Objects are listed based on the object behavior from Objects (List). List fields are displayed by default.

  4. In an existing Matrix Map if you want to add a grouped column, create a Column Mapping for each section.
    1. Drag a List field onto the worksheet. When you release the mouse, a pop-up window appears.


    2. Click the Column radio button. The Rendering Type, Value Type, Grouped Field and Sort options are displayed. All of these work together to determine how column values are grouped.

      Note:

      Ensure that the Grouped Field column is True. If this field is set it to false, the column added to the Matrix is not a part of other objects.

    3. Select a Rendering Type.
      • Dynamic: Field data is retrieved automatically based on the data getter actions.
    4. Click OK to complete the settings for that field.

  5. Create Data Mappings for each section. Make sure that the cell you are mapping to is an intersection of a row and column mapping.
    1. After you have created column and row mappings, you can drag and drop the field that represents the intersection. When you drop the field, the pop up window will appear and, in this case, the radio button will automatically default to Data. It uses the closest row and column combination.
    2. Enter a Section Name for the data or select an existing section name from the drop-down menu.
    3. Select a Row Lookup.
    4. Select a Column Lookup. Click OK to complete the settings for that field.

  6. Click Save and Close.
  7. Click Save App.

Behavior of Grouped Matrices in Runtime

At runtime, the end-user doesn't need to do anything. Based on the matrix grouping design, the data will be filtered from top most Grouped Column to last regular Matrix Column and finally the data field is rendered.

Saving Matrix Grouping

If a Matrix contains Columns that are grouped, only the update operation can be performed. The Insert operation cannot be performed.

Matrix Limitations

  1. Currently grouping based on top of matrix columns is supported while grouping for matrix rows is not supported.
  2. If the data is grouped, you cannot add a row or a column to the matrix.