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.
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
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
- Set the Device Type field as a regular Dynamic Matrix Column.
- Set the Region field as a Grouped Column on which the data is grouped.
- Add Processor Name as Matrix Row.
- Add Price as a Data Field to the Matrix.
- 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
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
- Currently grouping based on top of matrix columns is supported while grouping for matrix rows is not supported.
- If the data is grouped, you cannot add a row or a column to the matrix.