Format Measures and Display Elements with CRM Analytics Extended Metadata (XMD)

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.