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Create a Calculation Matrix Manually (Managed Package)

For the managed package runtime, if a calculation matrix has only a few rows of data, it might be easier to create it manually.

Managed Package app icon This information is for Omnistudio for Managed Packages. For Omnistudio on standard runtime, see Omnistudio Help.

  1. On the Vlocity Calculation Matrices list page, click New.
  2. On the New Vlocity Calculation Matrices window, choose Standard.
  3. In the Calculation Matrix Name box, enter the name for the calculation matrix.

    Choose a simple name for your calculation matrix. Vlocity adds the calculation matrix name to column header names and uses the combination in calculation procedures.

    Leave the rest of the fields on this window blank.

  4. (Optional) If you plan to use a wildcard column, enter the following:

    • Wildcard Column: The name of the column that can have a wildcard entered as a user value.

    • Wildcard Value: The value a user can enter that's the wildcard.

    Be sure to add the Wildcard Value to its column in the CSV file.

  5. Click Save.
  6. Click the version of the matrix that you just created.
  7. In the Table section, click Add Header.
  8. Enter the following information:

    • Name is the column header name.

    • Header Type defines the column mapping. Select Input if the column gets data for the calculation. Select Output if the column returns data from the calculation.

    • Data Type specifies the type of data stored in the column:

      • Text

      • Number

      • Currency

      • Percent

      • Boolean

      • Number Range

      • Text Range

      Important
      Important

      Do not change the Data Type of an existing header unless you have no other choice. When you change the Data Type, the data in the column can be corrupted, requiring you to re-enter all the data.

    • Matrix Display Order defines the column number (sequence).

  9. Repeat steps 5 and 6 to define the rest of the column headers.
  10. Click Save Data.
  11. Click Edit Data to enter values into the columns.
  12. Enter a value into each data field in each column.
    Note
    Note

    You must enter data in every data field. You cannot enable a calculation matrix that contains empty data fields.

  13. When you're done editing, click Save Data.
  14. If your organization has an approval process set up for calculation matrices, click Submit for Approval.
  15. After the calculation matrix is approved, or if your organization doesn't approvals and you're ready to use this calculation matrix, enable the calculation matrix.

    Click the pencil icon to the right of the Enabled checkbox.

    Select Enabled.

    Important
    Important

    You can't disable an enabled calculation matrix, and you can't edit headers or data on an enabled calculation. Be sure before you click Enabled.