I have a dashboard that has the following visuals (refer bullet points below) with some filters like Date, Department, etc. I want the ability to be able to do a one click download of the granular data by clicking on the top level visual . The default functionality is when someone clicks download on the KPI visual, it downloads just one record that shows the value of the KPI instead of the granular data.
How can this be implemented? One option is to use actions that can open another detailed tab or open another report. Is there any other better to do this?
A top level visual which is of type KPI that shows the count distinct of OrderIDs for the selected filters.
Similar top level visual which is of type KPI that shows the count distinct of OrderIDs for the selected filters based on order status e.g. shipped, delivered, etc..
A visual of type Table that shows the granular data for the selected filters i.e. the actual OrderIDs, OrderDate, OrderStatus, Quantity, etc.
Hello @MKB, I built out a dashboard in Arena that will display 2 different options for presenting a data table to the user that they could download with more information about the KPI visual. Download Granular Data
The button I created on the first sheet will contain 2 options that you will see on click. Ideally, in the version you implement when you have one option, this would be a select action that wouldn’t prompt the user to make a 2nd selection. This is what you should see when you click the button:
The first option will take you to another sheet containing the downloadable table, and the 2nd option will show and hide the table on the same sheet.
Either of these could be implemented to then allow the user to download an excel file of the data that is being aggregated in the KPI. Let me know if you have any questions!
Hi @DylanM , Thank you for the response and taking time to create a visual. I am able to make a copy of the analysis. However, I am unable to view the the dashboard you have shared (refer screenshot below).
I see you have a top level visual and a detailed table. As per my requirement, the way you have the top level visual, there will be multiple such visuals each with different conditions. The data download should correspond to those filter conditions i.e. ones at top plus any additional filters applicable to the top level visual. Can you elaborate the steps on how you may implement this? Also, one of the main query I had is it possible to do a one click download without using actions?
That will make a copy of it for you locally, then if you make updates you will have to publish it as a new dashboard, enable share on it, and then send me the link.
As for the one click download, that feature is not currently available. It will be required for the user to select the visual and click the download csv or download excel file button.
Hello @MKB, did my previous response provide you with the information you needed to view the analysis in Arena? Let me know if you have any further questions on accessing it or if you have any follow-up questions on the solution I proposed. If we do not hear back from you in 3 days, I will close out this topic. Thank you!
Hello @MKB, since we have not heard back from you with any follow-up questions, I will close out this topic. If you still need assistance, please post a new topic in the community and include a link to this question to provide relevant information. That will ensure you are at the top of the priority list to receive a response from one of our QuickSight experts. Thank you!
