Check Box for each column

[mahaquicksight]

Hi All

i have 5 columns (values for each columns are “All” , “Yes” , “No”)

i have to create check boxes for each column

if they “check” apply “Yes”
if they “unchuck” apply “All”

Thanks for your help

[murili]

@mahaquicksight

Hi All

i have 5 columns (values for each columns are “All” , “Yes” , “No”)

i have to create check boxes for each column

if they “check” apply “Yes”
if they “unchuck” apply “All”

Thanks for your help

I’ll guide you through creating checkbox filters in Amazon QuickSight where checking a box applies “Yes” and unchecking applies “All” for your 5 columns. This requires a combination of parameters, calculated fields, and filter controls.

Step-by-Step Solution

1. Create Parameters for Each Column

First, create a parameter for each of your 5 columns:

1. Go to the Parameters section in the left navigation panel
2. Click Create parameter
3. For each column (e.g., “Preferred Customer”), create a parameter:
   • Name: Preferred_Customer_Filter (repeat similar naming for others)
   • Data type: String
   • Values: Static
   • Default value: “All”
   • Values: Add “All”, “Yes”, “No”
   • Click Create

Repeat for all 5 columns with appropriate names.

2. Create Control Objects for Parameters

3. In the Parameters section, find your parameter

4. Click the three dots (⋮) next to the parameter

5. Select Add control

6. Configure the control:

   • Display name: “Preferred Customer” (use appropriate names for each)
   • Control type: Checkbox
   • Values: Select “Yes” only (this is important)
   • Click Add

Repeat for all 5 parameters.

3. Create Calculated Fields for Filtering

For each column, create a calculated field that will handle the logic:

// Example for Preferred Customer
ifelse(
    ${Preferred_Customer_Filter} = 'All',
    true,
    {Preferred Customer} = ${Preferred_Customer_Filter}
)

Create similar calculated fields for each of your 5 columns.

4. Apply Calculated Fields as Filters

5. Go to Filter pane

6. Add each calculated field as a filter

7. Set each filter to only include values where the calculated field equals true

8. Customize the Visual Appearance

9. Arrange the checkbox controls in your dashboard

10. Use text boxes to add clear labels

11. Consider adding instructions for users

Example Implementation

Here’s how the implementation would look for one column (“Preferred Customer”):

1. Parameter creation

   • Name: Preferred_Customer_Filter
   • Default value: “All”
   • Possible values: “All”, “Yes”, “No”

2. Control setup

   • Checkbox control that only contains “Yes”
   • When checked, parameter value becomes “Yes”
   • When unchecked, parameter value reverts to default “All”

3. Calculated field:

ifelse(
    ${Preferred_Customer_Filter} = 'All',
    true,
    {Preferred Customer} = ${Preferred_Customer_Filter}
)

4. Filter application:
   • Filter dataset to only show rows where calculated field = true

Advanced Customization

For a more polished solution, you can:

1. Add visual indicators showing the current filter state using text objects with calculated values

2. Create a reset button using a button action that resets all parameters to “All”

3. Group related filters using layout containers for better organization

4. Add tooltips to explain the checkbox behavior to users

Troubleshooting Tips

• If filters don’t seem to work correctly, verify that your calculated fields are properly evaluating to true/false
• Check parameter default values if unexpected behavior occurs
• Ensure your dataset contains the exact values “All”, “Yes”, and “No” with correct capitalization
• Test each filter individually before combining them

This approach gives you the checkbox functionality you need while maintaining the “All”/“Yes” behavior you specified for your QuickSight dashboard.

[mahaquicksight]

@murili Thank you very much for your response

i am trying to implement the solution step-by-step - here is the error

1. Created parameter

2. Created Control

3. Trying to create formula - giving error

Pls Advise

[Xclipse]

Hi @mahaquicksight

Create a parameter with allowed values = All, Yes and default = All

Create a calculated field
Example:

Col1_Filtered = 
ifelse(
  ${col1param} = 'Yes' AND {Col1} = 'Yes', 
  1,
  ${col1param} = 'All',
  1,
  0
)  

Add filter - Col1_Filtered → “is equal to 1”.

Add a col1param to control filter.

Repeat steps for each of your five columns.

Whenever an end user chooses “Yes” in that dropdown, the filter Col1_Filtered = 1 forces only rows where Col1 = ‘Yes’ to appear. When they switch back to “All,” Col1_Filtered = 1 for all rows.

[Xclipse]

Hi @mahaquicksight

It’s been a while since we last heard from you. If you have any further questions, please let us know how we can assist you.

If we don’t hear back within the next 3 business days, we’ll proceed with close/archive this topic.

Thank you!

[Brett]

Hi @mahaquicksight,
Since we have not heard back, I’ll go ahead and close out this topic. However, if you have any additional questions, feel free to create a new post in the community.

Thank you