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.

The customizations described in this topic can now be configured using the CRM Analytics UI. It’s no longer necessary to change the XMD file. For the UI instructions, see Change the Labels and Colors of Dataset Dimension Values and View and Configure Dataset Columns.

Note

You can customize display labels for:

  • Dimensions, derived dimensions, measures, and derived measures.
  • Values in dimensions and derived dimensions.

Consider these limitations:

  • You can’t customize date labels.
  • XMD doesn't update formatting for fields that are controlled by user input or context. Formatting can only be applied to a static or preset value.

The following sample chart shows field names and values as they’re stored in the dataset. Default colors

Custom display labels for dimension field values are specified in the members section of the XMD file within the section you’re modifying (such as dimensions). If you have a large XMD file, you can do a text search to find the appropriate members section.

For example, the bold text in this XMD snippet shows how to change the labels for two values of the StageName field.
"field":"StageName",
         "members":[  
            {  
               "label":"Closed (Lost)",
               "member":"Closed Lost"
            },
            {  
               "label":"Closed (Won)",
               "member":"Closed Won"
            }
         ],

Here’s how the label customizations appear in the chart.

Default colors