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Meliora Insights, LLC

​Data Visualization | CRM Analytics  (TCRM / Einstein Analytics) Consulting
​meliora - 'for the pursuit of the better'


A blog series distilling quantitative concepts /use-cases in CRM Analytics  (Einstein Analytics).

Configuring Einstein's Dataset  XMD.

3/3/2021

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If you want to apply formatting to an Einstein dataset, you can go to dataset > edit dataset, then locate 'Extended Metadata File top right and download it. Paste it on an online JSON editor to make your life easier, then add formatting there. After saving it, go back to the edit dataset and Replace the json with the new one you just edited. Going forward, any dashboard,lens that uses this dataset will default to the settings you specified in the XMD. The code below takes the skeleton XMD and adds formatting on 2 fields GP$ and TotValue. The initial XMD had an empty list. The bolded code was added which turned those fields from something like 43,203.11 to $43203 in any future dashboards.

{"dataset":{},"dates":[],"derivedDimensions":[],"derivedMeasures":[],"dimensions":[],"measures":[
{
      "field": "TotValueUSD",
      "format": {
        "customFormat": "[\"$#,###,###\",1]"
      },
      "label": "Tot Value (USD)",
      "showInExplorer": true
    },{ "field": "GPDollarsUSD",
      "format": {
        "customFormat": "[\"$#,###,###\",1]"
      },
      "label": "GP$ (USD)",
      "showInExplorer": true}
],"organizations":[],"showDetailsDefaultFields":[]}
 

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