Set up your data and customize dashboard elements with CRM Analytics Extended Metadata.
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.
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.
For complete information about Dashboard JSON, see the CRM Analytics Extended Metadata (XMD) Developer Guide.
Edit Data 360 Fields in Lenses and Dashboards
When you use Data 360 objects as the source for a lens or dashboard, you can customize how fields are shown. For example, you can:
- Rename the field.
- Edit the values of a field.
- Assign a chart color to each value of the field.
Field editing is supported on Data 360 objects such as data model objects (DMO), data lake objects (DLO), and calculated insight objects (CIO). Formatting changes made to the data source apply automatically across all CRM Analytics lenses and dashboards without changing the underlying data. For more details, see Customize the Labels and Colors of Dataset Columns and Values