Custom Narrative

Question & Answer
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Hello, I am trying to add the operations specialist in a custom narrative. Currently I have the Center, the percentage of increase in orders, and month of the orders, but I want the operations specialist who is assigned that center. I want it say “(ops specialist name here) Center MS073 Avg daily order volume increased by 633.33% in May 2024”. It is giving me issues, however. It seems It will only allow one category in the narrative, the one at the top of the field wells, which is currently CenterCode. Please assist on how I can add the ops specialist in front of the custom narrative.

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Hi @Niam_ucf, to add the operations specialist in the custom narrative in Amazon QuickSight, you need to use a calculated field to combine the Center Code and the Ops Specialist into a single field. Here’s how you can achieve this:

  1. Create a Calculated Field:
  • Go to the dataset you are using for the analysis.
  • Click on the dropdown arrow next to the dataset name and select “Edit Dataset.”
  • In the dataset editor, click on “Add calculated field.”
  • Create a new calculated field that combines the Center Code and the Ops Specialist name. Use the following formula:
concat({OpsSpecialist}, ' Center ', {CenterCode})
  • Name this calculated field something like OpsSpecialistCenter.
  1. Use the Calculated Field in the Narrative:
  • Go back to your analysis.
  • Replace the CenterCode field in the narrative with the newly created OpsSpecialistCenter calculated field.
  • Edit the narrative to include the other elements (percentage increase and month of the orders) as needed.

Here’s a step-by-step guide for adding the calculated field and updating the narrative:

Step-by-Step Instructions:

  1. Edit the Dataset:
  • In QuickSight, click on the dataset name in the left pane.
  • Select “Edit Dataset” from the dropdown menu.
  1. Add a Calculated Field:
  • Click on “Add” and then “Add calculated field.”
  • Enter the calculated field formula:
concat({OpsSpecialist}, ' Center ', {CenterCode})
  • Name the calculated field OpsSpecialistCenter and click “Create.”
  1. Update the Narrative:
  • Go to your analysis where you have the narrative visual.
  • Click on the narrative visual to edit it.
  • Replace CenterCode with the newly created OpsSpecialistCenter field.
  • Adjust the narrative text to include the percentage increase and month:
{OpsSpecialistCenter} Avg daily order volume increased by {PercentageIncrease} in {Month}

Example:

If you want your narrative to say: “(ops specialist name here) Center MS073 Avg daily order volume increased by 633.33% in May 2024”, your narrative should be configured as:

{OpsSpecialistCenter} Avg daily order volume increased by {PercentageIncrease} in {Month}

Notes:

  • Ensure that the fields {PercentageIncrease} and {Month} are correctly referenced from your dataset.
  • The calculated field OpsSpecialistCenter should now dynamically insert the Ops Specialist name and the Center Code into the narrative.

Did this 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!