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Configure Default Field Set for Power View Reports

SQL Server 2012

A default field set is a predefined list of columns and measures that are automatically added to a Power View report view when you click the table in the report field list. As the owner of the PowerPivot workbook, you create a default field set to eliminate redundant steps for report authors who use the workbook as a data model for their reports. For example, if you know that most report authors who work with customer contact information always want to see a contact name, a primary phone number, an email address, and a company name, you can pre-select those columns so that they are always added to the report view when the author clicks the Customer Contact table.

Note Note

A default field set applies only to a PowerPivot workbook that you use as a data model in Power View. Default field sets are not supported in Excel pivot reports.

As the workbook owner, you determine which fields, if any, are included by default whenever a specific table is selected in Power View. You can also determine the order in which fields appear in the list. To specify a default field set, you set report properties in the PowerPivot workbook.

To add a default field set

  1. In the Data View of your PowerPivot Window, click the PowerPivot Window: Advanced Tab.

  2. Click the table tab at the bottom of the window to select the table for which you are configuring a default field list.

  3. In Reporting Properties, click Default Field Set.

  4. In the Default Field Set dialog, select one or more fields. You can choose any field in the table, including measures. Hold down the Shift key to select a range, or the Ctrl key to select individual fields.

  5. Click Add to add them to the default field set.

  6. Use the Up and Down buttons to specify an order to the field list. Fields will be added to the report in the order defined for the field set.

  7. Repeat these steps for other tables in your workbook.

After you create a default field set, you can further influence the report design experience by specifying default labels, default images, default group behavior, or whether rows that contain the same value are grouped together in one row or listed individually. For more information, see Configure Table Behavior Properties for Power View Reports.

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