---
schema_version: "1"
id: c9ec087f959f2e852fd31a46714b3f3db938813f5426d24cacabc239eb0a3d9a
title: Apply Extended Metadata to Change the Formatting of a Dataset
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_integrate_dataset_xmd.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_integrate_dataset_xmd.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 7c1b823885981611eb7da42180e03524f9dcfbd1d114f5510ab5620321868632
description: A dataset’s extended metadata (XMD) file allows you to customize the formatting of dashboards associated with the dataset. You can update the XMD file through the dataset’s edit page.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Apply Extended Metadata to Change the Formatting of a Dataset

A dataset’s extended metadata (XMD) file allows you to customize the formatting of dashboards associated with the dataset. You can update the XMD file through the dataset’s edit page.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in Salesforce Classic and Lightning Experience.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with CRM Analytics, which is available for an extra cost in <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions. Also available in <strong>Developer</strong> Edition.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
          <colgroup>
            <col style="width:50%">
            <col style="width:50%">
          </colgroup>
          <thead class="slds-text-title_caps ">
            <tr class="">
              <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d31509e72">User Permissions
                Needed</th>
            </tr>
          </thead>
          <tbody>
            <tr class="">
              <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d31509e72 ">To update a dataset’s extended metadata:</td>

              <td class="slds-cell-wrap" style="vertical-align:top;" headers="d31509e72 ">Use CRM Analytics AND Editor access to the dataset’s app</td>

            </tr>
          </tbody>
        </table>

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/images/icon_important.png)

Important An XMD file must use XMD 2.0 syntax and be no greater than 5 MB. Refer to Extended Metadata (XMD) Developer Guide for information about extended metadata files and XMD 2.0 syntax.

1. On the CRM Analytics page, click the **Datasets** tab. If you’re in the data manager, click the **Datasets** tab there.
2. Hover over the dataset that you want to update, click ![Action button](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/resources-global/analytics/images/bi_integrate_replication_actions_button.png), and then click **Edit**. If you’re in the data manager, click **Edit Dataset**.
    
    The dataset edit page opens.
3. Under Extended Metadata File, click ![Action button](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/resources-global/analytics/images/bi_integrate_replication_actions_button.png), and then select **Download**. Download the current XMD file as a backup.
4. Under Extended Metadata File, click ![Action button](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/resources-global/analytics/images/bi_integrate_replication_actions_button.png), and then select **Replace**. Select your new XMD file and click **Open**.
    
    If the XMD file is not valid, you see an error message. Correct the syntax of the file and upload it again.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/images/icon_note.png)

Note If the XMD file displays an error message when you open the dataset edit page, the current file is not valid.

![XMD error](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_integrate_dataset_edit_xmd_error.png)

Perform step 3 to download the file, then convert it to XMD 2.0. Then perform step 4 to reupload the converted file and update the dataset.

Refer to Extended Metadata (XMD) Developer Guide for information about converting extended metadata files to XMD 2.0 syntax.