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Dimensions and Derived Dimensions in XMD

You can add an action menu to a dimension value in Analytics lens and dashboard charts and tables. Users can then open a record and perform record-level actions. The available XMD parameters are the same for dimensions and derived dimensions.

This XMD snippet shows the parameters used with dimensions.

1"conditionalFormatting":{  
2            "chartColor":{  
3               "parameters":{  
4                  "values":[  
5                     {  
6                        "formatValue":"#E8963B",
7                        "value":"false"
8                     },
9                     {  
10                        "formatValue":"#3AE867",
11                        "value":"true"
12                     }
13                  ]
14               },
15               "referenceField":"Stage_IsAdvanced",
16               "type":"categories"
17            }

The dimensions and derived dimensions sections can have the following parameters.

description

Description of the dataset field, up to 1,000 characters.

Example: "description": "Region tracks where the sale was made."

field

Identifier for the dataset field (API name).

label

Display name for the dataset field, up to 40 characters.

Example: "label": "Sales Manager"

linkTemplateEnabled

(Boolean) Indicates whether to display the link to open a Salesforce record or URL.

linkTemplate

URL to open when the user clicks the link in the actions menu. Overrides the default "/{{row.recordIdField}}".

Example: "linkTemplate": "/{{row.dimensionNameId}}"

linkTooltip

Tooltip shown when hovering over the link in Analytics lens or dashboard.

Example: "linkTooltip": "Click to open the record"

members

Array of display customizations for specific dimension values.

1"members": [
2  {
3    "member": "USA",
4    "label": "United States",
5    "color": "Blue"
6  },
7  {
8    "member": "MX",
9    "label": "Mexico",
10    "color": "Green"
11  }
12]

recordIdField

Dataset field containing the Salesforce record ID for record-level actions.

recordOrganizationField

Dataset field containing the org ID used for multi-org record-level actions.

recordDisplayFields

Array of dataset fields shown when multiple records match an action.

1"field": "AccountId.Name",
2"recordIdField": "AccountId.Id",
3"recordDisplayFields": ["Case_ID","Account_Name","Case_Owner"]

salesforceActionsEnabled

(Boolean) Indicates whether the Salesforce actions menu appears on the field.

Example: "salesforceActionsEnabled": true

salesforceActions

Array of actions that appear in the action menu.

1"salesforceActions": [
2  {
3    "enabled": true,
4    "name": "FeedItem.TextPost"
5  },
6  {
7    "enabled": true,
8    "name": "FSL__LogACall"
9  }
10]

For more information, see Perform Actions on a Salesforce Record from Analytics.

showInExplorer

(Boolean) Indicates whether the dataset field can be selected from dashboard designer or explorer when creating dashboards and lenses.

Example: "showInExplorer": true

Analytics Extended Metadata (XMD) Developer Guide