You can view, hide, and rename dataset columns. Users with view-only access to the
dataset can view the names and API names of columns. You can also change the display format of
measure columns. You can also configure column properties for fields from Snowflake live
data.
Required Editions
Available in Salesforce Classic and Lightning Experience.
Available with CRM Analytics, which is available for an extra cost in
Enterprise, Performance, and Unlimited Editions. Also available in
Developer Edition.
User Permissions Needed
To view visualizations:
Use CRM Analytics
To configure the dataset columns, click the down arrow across from the dataset, and
select Show Fields Panel.
To reveal a column's context menu, hover over the right edge of the column.
Click the arrow to reveal the context menu.
Select Rename to rename the column's visible name.
Instead of using the menu, you can click any column's name to edit it.
To hide a column, select Hide from its context menu.
The column is hidden from the Dataset Fields list of columns, and hidden from users
who explore the dataset, and hidden from all lenses or dashboards that currently use the
dataset. However, the column is still accessible via lens and dashboard JSON, Analytics
REST API, and SAQL queries. To view hidden columns in the Dataset Fields list, click
Show Hidden Fields.
You can copy the column's API name, but you cannot change it. To display every
column's API name in the Dataset Fields list of columns, select Show Field API
Names.
To locate a column, go to Search all fields... and type in a
column name or API name.
For measures, you can choose to apply a number format.
Click Save to save the changes.
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