Hi,
I’m using the same datasets in separated sheets.
In one I have an aggregated table
LEAD_SOURCE | # OF LEADS | # OF MEETINGS| # OF OPPORTUINITES ETC.
I want to allow users to click on a specific cell (for example 5 meetings were created per lead source) and this action will trigger navigation to see these 5 rows after filtering the records with has_meeting=1 and the specific lead_source.
How can I do this?
Hi @data_nimrod and welcome to the QuickSight community!
Depending on your data build and visual layout, there should be a couple ways you can handle this.
- First, you can setup an action that filters down multiple fields. Any fields you’d like to filter on though would need to be included in your table in the ‘Group By’ section:
- Another way you can do this is to set up parameters for your fields that you’d like to filter down to on the second visual. You don’t need it to be on the sheet, you can just setup with a default (however you’d like second visual to look prior to filtering).
So for instance, you can setup a parameter for ‘lead source’. On first visual, setup a ‘navigation’ action so that it sets the ‘lead source’ value…then setup a filter on your second visual for ‘lead source’ that equals the parameter.
Then repeat that process for your meeting=1 filter and any others needed.
Let me know if one of these options works for your case. If you have any additional questions about how to complete, it may be easier to show an example of how to setup if you’re able to upload a sample copy of your analysis to the QuickSight Arena view.