web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Answered

I created my desired data model in formula designer in Electronic Reporting , I want to use Where Clause in formula designer, how can do it?

(0) ShareShare
ReportReport
Posted on by 156

Hi 

I created my desired data model in formula designer in Electronic Reporting ,

then created a table record of "TaxTrans" table , i want to use where clause for "TaxTrans" field ( where taxtrans=3)

 How can do it?

pastedimage1579676924870v1.png

Best regards,

Zahra

I have the same question (0)
  • Verified answer
    Community Member Profile Picture
    on at

    Hi Zahra,

    In the model mapping designer, edit the root properties. You can enable "Ask for query". Whenever this configuration is run it will pop the Query form in which you can select records to include.

    pastedimage1579837491272v1.png

    you can also add some function to filter the data using WHERE function, the above option is more user friendly and can be chosen at runtime.

    https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/analytics/er-functions-list-where?toc=/dynamics365/commerce/toc.json

  • Verified answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hi Zhara,

    If you are in the formula designer than you should see a functions section on the right hand side.

    In this section there is a where clause available.

    Simply select an item in your model and select the edit button then you should see this.

    Best regards,

    Ludwig

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Martin Dráb Profile Picture

Martin Dráb 559 Most Valuable Professional

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 464 Super User 2025 Season 2

#3
Sohaib Cheema Profile Picture

Sohaib Cheema 250 User Group Leader

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans