Creating a Dynamic Client Metrics Table in QuickSight with Row-Level Security

Hello everyone,

I’m working on a table in QuickSight to display client metrics. I need it to show a breakdown of each client, the average metrics for all clients, and the metrics for the top 3 and bottom 3 clients. There’s also a filter for executives to select specific clients. My question is, how can I set up the table so the columns for all clients, the top 3, and bottom 3 are always visible on the left, while the right side changes based on the filter selection? This setup should also be compatible with future row-level security implementations, where each client can see the overall averages, top 3, bottom 3, and their own data. Here’s a sample dashboard I created: Dynamic Client Metrics Table . If you’ve created something similar, could you kindly paste your link in the response for easy reference?

Additionally, is there a way to customize the visibility or display messages on the filter tiles? For instance, if a client doesn’t have access to a particular visual, can it show a message like “Please contact the admin for access,” or if a tile is empty/showing no data because the client hasn’t provided data, can it display a prompt to contact us for guidance on data submission?

Thank you.

Hi @perx-ET

You should be able to build the table in your scenario
Using level-aware calculations in Amazon QuickSight - Amazon QuickSight

Example available in below workshop link, Exercise 7:

Try LAC-W and let us know if this helps

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Hi @Ashok, sorry for my late reply. Thank you for your message. I tried the LAC-W calculation in the workshop studio. I aim to rearrange the sample datasets by swapping the rows and columns, placing metrics on the left and industries at the top. Additionally, I want to create columns showing the averages for the top 3 and bottom 3 performing clients in each industry. These columns will not always feature the same industries as they are based on varying averages across different metrics (as shown in screenshot below).

I wanted to introduce separate columns for averaging the performance of the top 3 and bottom 3 clients, which reflect different industries and are not confined to the same ones across the metrics. I appreciate your input on this and look forward to your thoughts.

Thank you.

Hi @perx-ET

Have you attempted laying two tables next to each other to appear as one?

Hi @Ramon_Lopez , I haven’t attempted the method you suggested. Could you share with me the screenshot or sample analysis in arena on how to do that? Thank you.

Customizing visuals in a free-form layout - here is the link. Similarly, you can have two separate tables next to each other.