Analytics 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
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Extended Metadata (XMD) Overview

Extended metadata (XMD) enables you to customize the formatting of dataset fields and their values in CRM Analytics dashboards and lenses. If you modify the XMD for a dataset, every UI visualization that uses the dataset shows the modified format.

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.

Note

You can customize the following with XMD:

  • Format measures. Example: Show the decimal and grouping separators for currency.
  • Add prefixes and suffixes to measures. Example: Show the percent symbol (%) after each percentage.
  • Multiply measures by a factor. Example: Multiply by 100 to convert a decimal to a percent.
  • Change display labels for dimensions and measures.
  • Customize colors in charts based on field values.
  • Define the first day of the week for the calendar year.
  • Add action menus to dimensions that let dashboard viewers invoke actions from lenses and dashboards.