Wave

How to Build Your First Matrix

Go from zero to a working multi-object pivot table in under 10 minutes. See live Salesforce data across objects, time periods, and dimensions — all in one Salesforce view.

Product

Wave

use case

Here’s What You’re Building

Before we walk through the steps, here’s the end result — the Matrix you’ll have running in under 10 minutes

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What you'll have

A live, editable pivot table that shows data from multiple Salesforce objects in one view — Accounts on one axis, time periods on the other, and Opportunity values filling the grid. Edit any cell and the change distributes back to the underlying records automatically. All running natively inside Salesforce, no extra windows needed.

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What this replaces

Exporting Opportunity data to Excel, building a pivot table manually, analyzing the numbers, making changes in the spreadsheet, and then re-entering every update back into Salesforce record by record. The Matrix does all of that live, in one view, with a single Save button.

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Real-life example

Every Monday your Sales Ops team needs each rep’s pipeline broken out by month. Today that means exporting to Excel, building a pivot table, and manually updating Salesforce afterward. With a Matrix, you build that view once — Accounts on the Y-axis, Close Date (monthly) on the X-axis, Amount as the data — and from that point on it’s live, editable, and always current. That’s what this guide builds.

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Want this? Follow the 6 steps below.

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Time: ~10 minutes | Role: Designer or Admin | Platform: Wave Embedded in Salesforce

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Prerequisites

Valorx Wave embedded package installed in your Salesforce org

A Designer or Admin role in Wave (Standard Users can view Matrices, not create them)

At least two related Salesforce objects you want to cross-reference (e.g. Accounts & Opportunities)

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Build Your First Matrix

Follow along with the screenshots. We’ll use Account × Opportunity (by Close Date) as the example.

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Step 1: Open the Matrix Wizard in Salesforce

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Navigate to the Valorx Wave app inside Salesforce. You can find it in the App Launcher — search for “Valorx Wave” and click to open.

From the Wave Dashboard, click Add New → Matrix, or navigate directly to the Matrix Wizard tab.

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Step 2: Create a New Matrix

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The Matrix Designer opens inside Salesforce. This is a visual wizard that walks you through layout, data config, filters, and display options.

The first panel is Matrix Details. The title auto-generates based on your object selections.

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Tip: The Matrix Designer runs natively inside Salesforce. Your team doesn’t need a browser extension — everything is configured right within the app.

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Step 3: Configure Your Layout — Rows, Columns & Data

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This is the core of the Matrix. You’re assigning a Salesforce object to each axis:

Row (Y-axis): Choose the object whose records form the rows. Select Account and pick fields like Account Name and Owner.

Column (X-axis): Choose a field that creates the columns. Select Close Date from Opportunity. Supported types: Date, Lookup, or Picklist.

Data (Measure): Select the fields whose values fill the cells. Choose Amount from Opportunity.

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Tip: Start simple with a 2-object Matrix (like Account × Opportunity). Once comfortable, try a 3-object Matrix for complex scenarios like CPQ pricing.

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Step 4: Set Up Data Config

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In the Data Config tab, configure how values are aggregated:

Aggregation: Choose Combine Value → Sum to total Opportunity amounts per Account per month.

Save Options: Select Weighted Average or Equal Distribution to control how edited values distribute back to records.

Orientation: Choose Horizontal (data fields as columns) or Vertical (data fields as rows).

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Step 5: Configure Filters (Record Selection)

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Click the Filter button to define which records appear in your Matrix:

Initial Selection (Y-axis): Choose which Account fields to display in the record picker. Enable search filters.

Subsequent Selection (X-axis): By default linked to your Y-axis. Unlink for independent filtering.

Choose Single or Multi record selection mode, then click Submit.

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Step 6: Save & Surf Your Matrix

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Click Save Matrix, then Save and Surf to open the Matrix runtime inside Salesforce. Select your Accounts from the record picker and your Matrix loads with live data.

You’re now looking at the exact outcome from the top of this guide — a live, editable multi-object pivot table, fully embedded in your Salesforce environment. No new windows, everything stays in Salesforce.

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Tip: Use Manage Access to share your Matrix. Since Wave Embedded lives inside Salesforce, anyone with the app installed can access shared Matrices immediately.

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Matrices Your Team Can Build Today

The steps above work for any Salesforce data. Here are three popular configurations.

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Use Case	Y-Axis	X-Axis	Data
Revenue Forecasting	Account	Close Date (Quarterly)	Amount (Sum)
Pipeline by Stage	Opp Owner	Stage (Picklist)	Amount (Count)
Product Revenue Allocation	Product	Account (Lookup)	Total Price (Sum)

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Your Monday Morning, Before & After

The weekly pipeline review used to take half a day. Here’s what changes.

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✕Without Matrix	✓With Matrix
Export to CSV, build pivot table in Excel	Live pivot table updates automatically — no exports
Data is stale the moment you export	Data is always current, pulled live from Salesforce
Edit in Excel, re-enter in Salesforce one by one	Edit values inline and save back in one click
Can’t see Account data alongside Opportunities	Multi-object view shows both together
Repeat every single week	Build once, run every week in seconds