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Lens?",{"title":137,"path":138,"stem":139},"Analytics Tab & Apps","\u002Fen\u002Flenses-and-explorations\u002Fthe-analytics-tab-and-apps","en\u002F4.lenses-and-explorations\u002F2.the-analytics-tab-and-apps",{"title":141,"path":142,"stem":143},"Explorer Mode Basics","\u002Fen\u002Flenses-and-explorations\u002Fexplorer-mode-basics","en\u002F4.lenses-and-explorations\u002F3.explorer-mode-basics",{"title":145,"path":146,"stem":147},"Chart, Table & SAQL","\u002Fen\u002Flenses-and-explorations\u002Fchart-table-and-saql-modes","en\u002F4.lenses-and-explorations\u002F4.chart-table-and-saql-modes",{"title":149,"path":150,"stem":151},"Editing Fields","\u002Fen\u002Flenses-and-explorations\u002Fediting-fields-and-metadata","en\u002F4.lenses-and-explorations\u002F5.editing-fields-and-metadata",{"title":153,"path":154,"stem":155},"Conversational 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Dashboards","\u002Fen\u002Fdesigning-dashboards\u002Flinking-dashboards","en\u002F5.designing-dashboards\u002F7.linking-dashboards",{"title":17,"path":194,"stem":195},"\u002Fen\u002Fdesigning-dashboards\u002Fquiz","en\u002F5.designing-dashboards\u002F8.quiz",{"title":49,"path":197,"stem":198},"\u002Fen\u002Fdesigning-dashboards\u002Finterview-questions","en\u002F5.designing-dashboards\u002F9.interview-questions","i-lucide-layout-dashboard",{"title":201,"path":202,"stem":203,"children":204,"icon":241},"Collaboration","\u002Fen\u002Fcollaboration","en\u002F6.collaboration\u002F1.index",[205,207,210,214,218,222,226,230,234,238],{"title":206,"path":202,"stem":203},"Why Collaboration Matters",{"title":49,"path":208,"stem":209},"\u002Fen\u002Fcollaboration\u002Finterview-questions","en\u002F6.collaboration\u002F10.interview-questions",{"title":211,"path":212,"stem":213},"Sharing a 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Watchlists","\u002Fen\u002Fcollaboration\u002Fsubscriptions-and-watchlists","en\u002F6.collaboration\u002F7.subscriptions-and-watchlists",{"title":235,"path":236,"stem":237},"Onboarding & Learn","\u002Fen\u002Fcollaboration\u002Fonboarding-and-learn","en\u002F6.collaboration\u002F8.onboarding-and-learn",{"title":17,"path":239,"stem":240},"\u002Fen\u002Fcollaboration\u002Fquiz","en\u002F6.collaboration\u002F9.quiz","i-lucide-users",{"title":243,"path":244,"stem":245,"children":246,"icon":248},"This is Section","\u002Fen\u002Fthis-is-section","en\u002F7.this-is-section\u002F1.index",[247],{"title":243,"path":244,"stem":245},"i-lucide-book-open",false,{"id":251,"title":252,"access":253,"body":254,"description":524,"extension":525,"interview":253,"links":253,"meta":526,"navigation":527,"passScore":253,"path":150,"quiz":253,"seo":528,"stem":151,"video":529,"__hash__":533},"docs\u002Fen\u002F4.lenses-and-explorations\u002F5.editing-fields-and-metadata.md","Editing Fields and Dataset Metadata",null,{"type":255,"value":256,"toc":513},"minimark",[257,261,274,286,305,316,321,339,342,346,353,360,363,367,392,395,417,421,431,443,446,453,477,481,484,489,496,500,503,507],[258,259,252],"h1",{"id":260},"editing-fields-and-dataset-metadata",[262,263,264,265,269,270,273],"p",{},"Open a lens on a freshly built dataset and it looks... rough. Dimensions are called ",[266,267,268],"code",{},"AccountId.Name"," and ",[266,271,272],{},"StageName",". Amounts show as bare numbers with no currency symbol and eight decimal places. Every chart of your stages picks different colors than the last one.",[262,275,276,277,281,282,285],{},"All of that is ",[278,279,280],"strong",{},"dataset metadata",", and you fix it from inside a lens — via the ",[278,283,284],{},"Fields"," panel.",[287,288,290],"tip",{"icon":289},"i-lucide-triangle-alert",[262,291,292,293,296,297,300,301,304],{},"Read this carefully: the Fields panel does ",[278,294,295],{},"not"," edit the lens. It edits the ",[278,298,299],{},"dataset",". Every change you save here applies to that dataset ",[278,302,303],{},"everywhere"," — every existing lens, every dashboard, every story, for every user. That's what makes it powerful, and it's also why you should treat it as a deliberate act rather than a cosmetic tweak.",[262,306,307,308,311,312,315],{},"You need the ",[278,309,310],{},"Manage Analytics"," or ",[278,313,314],{},"Edit Dataflows"," permission to make these edits. Without it, the Fields panel is read-only.",[317,318,320],"h2",{"id":319},"opening-the-fields-panel","Opening the Fields panel",[262,322,323,324,326,327,330,331,334,335,338],{},"From an open lens, look for the ",[278,325,284],{}," option (usually in the lens menu or alongside the field list). It lists every field in the dataset, split into ",[278,328,329],{},"Dimensions",", ",[278,332,333],{},"Measures",", and ",[278,336,337],{},"Dates",". Select a field and its settings appear on the right.",[262,340,341],{},"Four things are worth your time.",[317,343,345],{"id":344},"_1-default-fields-for-the-values-table","1. Default fields for the values table",[262,347,348,349,352],{},"When someone opens this dataset and switches to a ",[278,350,351],{},"values table",", which columns should they see first?",[262,354,355,356,359],{},"Left alone, you get whatever order the dataset was built in — often IDs and system fields at the front. In the Fields panel you can set the ",[278,357,358],{},"default fields",": pick the handful of columns that actually tell the story (Account Name, Stage, Close Date, Amount, Owner) and set their order.",[262,361,362],{},"It's a small change with an outsized effect. Every colleague who opens that dataset now starts from something readable instead of a wall of eighteen-character IDs.",[317,364,366],{"id":365},"_2-relabelling-dimensions","2. Relabelling dimensions",[262,368,369,370,373,374,376,377,373,380,376,382,373,385,376,388,391],{},"Select a dimension and edit its ",[278,371,372],{},"label",". ",[266,375,268],{}," becomes ",[278,378,379],{},"Account Name",[266,381,272],{},[278,383,384],{},"Stage",[266,386,387],{},"Owner.UserRole.Name",[278,389,390],{},"Sales Role",".",[262,393,394],{},"This is the highest-value, lowest-effort thing in this lesson. The label is what appears in field pickers, chart axes, legends, tooltips, and table headers — everywhere a business user reads. Nobody should have to know your object model to use your dashboard.",[287,396,398],{"icon":397},"i-lucide-info",[262,399,400,401,404,405,408,409,412,413,416],{},"Relabelling changes the ",[278,402,403],{},"label only",". The ",[278,406,407],{},"API name is unchanged"," — in advanced\u002FSAQL mode you'll still write ",[266,410,411],{},"'AccountId.Name'",", not ",[266,414,415],{},"'Account Name'",". Same for bindings and filter definitions. If a SAQL query breaks after a relabel, the relabel isn't the cause; look elsewhere.",[317,418,420],{"id":419},"_3-editing-values-and-assigning-colors","3. Editing values and assigning colors",[262,422,423,424,427,428,391],{},"Expand a dimension and you can see its ",[278,425,426],{},"values",", and against each one set a ",[278,429,430],{},"color",[262,432,433,434,437,438,442],{},"This is how you get ",[278,435,436],{},"consistent, meaningful color across every chart in your org",". Pick a color for each stage once — Closed Won green, Closed Lost red, everything in between on a sensible ramp — and from then on ",[439,440,441],"em",{},"every"," chart grouped by Stage, in every dashboard, uses those colors automatically. No more re-picking colors per chart, and no more \"wait, is green won or lost on this one?\"",[262,444,445],{},"Do it for the dimensions that appear everywhere: Stage, Type, Industry, Priority, Status. Red\u002Famber\u002Fgreen for anything with an inherent good-to-bad ordering pays for itself immediately.",[262,447,448,449,452],{},"You can also edit the ",[278,450,451],{},"displayed value"," itself — but here's where you need to be careful.",[287,454,455],{"icon":289},[262,456,457,460,461,464,465,468,469,472,473,476],{},[278,458,459],{},"Change labels here; change actual values at the data layer."," Renaming a value in this panel only alters what's ",[439,462,463],{},"displayed",". The underlying value is untouched, so SAQL queries, filter definitions, bindings, and exports all still show the original. Someone who sees \"Enterprise\" in a chart and then writes ",[266,466,467],{},"filter q by 'Segment' == \"Enterprise\""," will get zero rows if the stored value is really ",[266,470,471],{},"ENT",". If a value is genuinely wrong, fix it in the ",[278,474,475],{},"recipe or dataflow"," with a bucket or a transformation — that way the stored value and the displayed value agree, and nobody gets confused six months from now.",[317,478,480],{"id":479},"_4-measure-number-formats","4. Measure number formats",[262,482,483],{},"Select a measure and you can set how its numbers render across the whole platform:",[485,486],"lesson-cards",{":columns":487,":items":488},"3","[{\"title\":\"Decimal places\",\"icon\":\"i-lucide-hash\",\"description\":\"Amounts almost never need more than two, and often need zero. Trimming decimals makes charts dramatically easier to scan.\"},{\"title\":\"Currency\",\"icon\":\"i-lucide-banknote\",\"description\":\"Choose the currency format and paste in the symbol you need — $, €, £, ₹. It then appears on axes, labels, tables, and tooltips.\"},{\"title\":\"Custom format\",\"icon\":\"i-lucide-settings-2\",\"description\":\"Build your own pattern for prefixes, suffixes, thousands separators, or units — percentages, hours, or 'K units'.\"}]",[262,490,491,492,495],{},"The currency step catches people out: rather than a long dropdown of world currencies, you typically choose the currency or custom format option and then ",[278,493,494],{},"paste the symbol"," into the format field. Copy the character you want, paste it into the prefix, done. A rupee or euro symbol behaves exactly like the dollar default once it's in there.",[317,497,499],{"id":498},"saving","Saving",[262,501,502],{},"Save, and the changes are live. Not \"live in this lens\" — live in the dataset. Reopen any existing dashboard built on it and the labels, colors, and currency formats are already applied, with nothing to rebuild.",[504,505],"lesson-steps",{":items":506},"[{\"title\":\"Build the dataset first\",\"description\":\"Get the joins, grain, and fields right in your recipe or dataflow before you spend time on presentation.\"},{\"title\":\"Relabel every field a user will see\",\"description\":\"One pass through the Fields panel. API names stay as they are; only labels change.\"},{\"title\":\"Color your key dimensions\",\"description\":\"Stage, Status, Priority, Type — anything that recurs across dashboards and has an obvious good-to-bad reading.\"},{\"title\":\"Format your measures\",\"description\":\"Currency symbol, decimal places, and abbreviation, set once at the dataset level.\"},{\"title\":\"Set default table fields\",\"description\":\"So the values table opens on something readable for whoever explores the dataset next.\"}]",[262,508,509,510,512],{},"Do this once per dataset, early, and every dashboard built on top of it starts out looking finished. Next, we let the platform do some of the querying for you: ",[278,511,153],{},", where you ask for the chart in plain English.",{"title":514,"searchDepth":515,"depth":516,"links":517},"",1,2,[518,519,520,521,522,523],{"id":319,"depth":516,"text":320},{"id":344,"depth":516,"text":345},{"id":365,"depth":516,"text":366},{"id":419,"depth":516,"text":420},{"id":479,"depth":516,"text":480},{"id":498,"depth":516,"text":499},"Use the Fields panel inside a lens to edit a CRM Analytics dataset's metadata — default table columns, dimension labels, per-value colors, and measure number formats including currency — and understand why these changes apply everywhere.","md",{},{"title":149},{"title":252,"description":524},{"id":530,"start":531,"end":532},"G3NLtd5A1VM",445,860,"6GD-e5FN0jMRxzaWWd1lS-Mjm5t3R3KFvtgybcJtKog",[535,537],{"title":145,"path":146,"stem":147,"description":536,"children":-1},"A CRM Analytics lens can display the same query three ways — chart mode with the chart picker and formatting panel, table mode (values, compare, and pivot tables), and advanced SAQL mode where you read and hand-edit the generated query.",{"title":153,"path":154,"stem":155,"description":538,"children":-1},"Ask CRM Analytics for a chart in plain English. Enable Conversational Analytics in Analytics Settings, learn the measure-first phrasing that works, layer a second dimension, and see how it reuses the field colors you configured.",[],1786788927230]