Tableau CRM Extended Metadata (XMD) Developer Guide

Extended Metadata (XMD) Overview
Basic Structure of the XMD JSON File
Packaging Considerations for XMD
Configure the XMD for a Dataset
Format Dataset Fields and Field Values with XMD
Extended Metadata (XMD) Reference
Dates in XMD
Dimensions and Derived Dimensions in XMD
Measures and Derived Measures in XMD
Organizations in XMD
ShowDetailsDefaultFields in XMD
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Extended Metadata (XMD) Reference

You can modify the XMD file to customize the formatting of dataset fields and field values that appear in Tableau CRM lenses and dashboard widgets.
Any fields in the XMD that aren’t described in this document aren’t supported and must not be customized. Configuring unsupported fields might cause unexpected behavior. When saving XMD files, use UTF-8 format to be sure that Tableau CRM visualizations correctly display international characters.

Almost all of the XMD functionality is now supported in the UI for editing datasets and lenses. The Edit Dataset page allows you to customize actions for the dataset, and the Lenses Dataset Fields section allows you to customize other actions. See Customize the Labels and Colors of Dataset Columns and Values for information.

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