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            Apply Extended Metadata to Change the Formatting of a Dataset

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            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

            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 update a dataset’s extended metadata: Use CRM Analytics AND Editor access to the dataset’s app
            Important
            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, 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, and then select Download. Download the current XMD file as a backup.
            4. Under Extended Metadata File, click Action button, 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
            Note If the XMD file displays an error message when you open the dataset edit page, the current file is not valid.
            XMD error

            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.

             
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