Format Fields and Field Values with XMD

These topics explore some common uses of XMD. Almost all of the XMD functionality is now supported in the UI for CRM Analytics dashboards and lenses.

Data 360 objects (DMOs, DLOs, and CIOs) support a subset of these capabilities: column rename, column value rename, and custom chart colors. For an overview of XMD support across all data source types, see Extended Metadata (XMD) Overview.

Note

Change Display Labels for Dataset Fields and Values

When you change display labels for fields and values, the changes affect only the appearance in the UI. The changes don’t alter the underlying data stored in the dataset or the API names of the fields.
Hide Dataset Fields from Lens and Dashboard

By default, all dataset fields are available in the UI. But you can hide fields so that users can’t select them when building queries and dashboards.
Format Measures

You can apply letters or symbols before or after the numeric value, such as for currency, perform decimal rounding, and add grouping and decimal separators.
Multiply Measures by a Fixed Amount

You can multiply the values of a measure or derived measure by a fixed amount. For example, you can use the multiplier to convert a field’s decimal values to percents.
Change the Label for the Row Count Measure

When you add a row count measure, it appears as “Count of Rows” by default. You can change this label to whatever you want.
Change Chart Colors for Dimension Values

You can customize the colors of dimension values in a stacked bar, stacked column, or stacked waterfall chart. If you specify one measure and two groups, you can also customize the color for donut, funnel, treemap, stacked pyramid, line, and timeline charts.
Add Actions to Dimensions

Set up record-level actions on a dimension so that dashboard viewers can perform actions directly from a CRM Analytics chart or table. Each action applies to a single Salesforce record, such as creating a task for an opportunity record. You can also create an action to open the Salesforce record or a URL.
Change the Default Fields for a Values Table

When you create a values table, particular dataset fields are shown by default. When the fields are sorted in alphabetical order, which includes dates, the table shows the first five measures and first five dimensions. You can change the default fields by editing the XMD.
Format the Results of a Query with Multiple Datasets

When a query has multiple datasets, the query results are formatted using the XMD of the first loaded dataset.