we’re trying to create summary report of monetary values but sometimes our consumers have multiple currencies and we need to default to one of them.
At the moment we can get the control to default to “All” (but a report including all currencies at once doesn’t make sense in most cases), what we want is for it to default to the first entry that it finds rather than All. Different consumers have different lists of currencies so there’s no static default that we can set it needs to be dynamically picking something from the filtered list of possible values.
Is that possible in QS and if so how do we do it?
from my reading it’s not exactly what I was after - but I can now see my description was a bit misleading. We have different customers in the dataset and they have a different currencies. So whilst the customers are consumers in this case and do have different users where we could apply dynamic defaults, we also have users such as myself who has access to all the different customers but should only see a single currency at a time when viewing a customer with multiple currencies.
So it’s a possible way to get me closer for some use cases I still need to solve it for my user (and there is no common currency across all of our customers).
in case of yourself what is defining your first displayed currency?
@ErikG at the moment there isn’t really a way to define it for me so I end up with “All”. I don’t really mind which currency it is from the list as long as it selects one.
As currencies can differ in scale so much reporting across combined currencies doesn’t make sense (looking at a graph of values can mean that the currency with smaller magnitude is effectively invisible when they are combined).
I’m really just wanting the value to be set to something rather than All, but the list of possible values can change depending on other filters.
Hope that makes sense.
Is currency a column in your dataset? Does the dataset tell you what the different currencies are for each user?
@nlp one solution you already mentioned is “dynamic default”.
So far you can’t specify a calculated value as a parameter value.
Did @ErikG 's solution work for you? I am marking this reply as, “Solution,” but let us know if this is not resolved. Thanks for posting your questions on the QuickSight Community Q&A Forum!
it gives me a way of using this in the case of users who only have access to one customers data, but not a way to do this if your user can see multiple customers, @ErikG description that sounds like this is just a limitation of QS at the moment so I agree his solution is the best description and we’ll probably just have to live with it not being possible for users with access to more than one customer (they’ll just have to remember to explicitly set the currency each time when using the dashboard for a customer with more than one currency).