When and why the primary entity changes when using a report model

Got a few questions lately on this subject, so I thought I’d post some additional info that may be helpful. First, a few related links that may be partially helpful: The philosophy behind Report Builder data navigation (blog post) Exploring the Primary Entity and Its Related Data (MSDN) Using that little checkbox in the Report…

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Filtering on totals in Report Builder

Since releasing Report Builder almost two years ago, we’ve found that many users run into difficulty at some point with filtering on totals. A classic example of this is, “show me a list of customers with more than $5000 in Accessory sales.” “Accessory sales” is a typical slice-and-dice filter, because it just eliminates detail or…

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Using that little checkbox in the Report Builder filter dialog

The Filter dialog in Report Builder has a little checkbox near the bottom that many users have asked about. The checkbox label says, “When adding a new condition, apply to all data in my report.” The effect of selecting this checkbox is that when subsequent fields are added to your filter, and those fields have…

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I want to reference a parameter (twice!) in a formula filter condition

In this release of Report Builder there is no direct support for referencing parameters in the Formula dialog. They will show up if you edit a prompted filter condition as a formula, but there is no way to directly insert a parameter reference.   However, with a little trickery and relying on some behavior that is…

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