Filter by grouping options in a filter

Question & Answer
, ,
1

Hello, I currently have a multiselect filter for a field with values similar to:

  1. Option 1.a
  2. Option 1.b
  3. Option 1.c
  4. Option 1.d
  5. Option 2.a
  6. Option 2.b
  7. Option 2.c
  8. Option 2.d
  9. Option 3.a
  10. Option 3.b
  11. Option 3.c
  12. Option 3.d

Users have a requested that these selection be grouped into

  1. Option 1
  2. Option 2
  3. Option 3

And include all the sub options into the filter when parent is selected. I have been trying to solve with calculated fields of parameters, but all those tutorials point back to the field itself, instead of the values in the field.

Is there a way to accomplish this?

2

You can do this by using two filter controls. In first filter when user select option 1, the second filter only shows values related to option 1. by using relevant values functionality in second filter.

1 Like
3

Ali, thanks, but the requested values don’t exist in a current field

  1. Option 1
  2. Option 2
  3. Option 3

I created a Parameter, but if I don’t have a field to select when creating a filter or to link back when setting relevant values. How do I make the grouping connections for what I want included in Option 1?

4

Hi @TTUser ,

The first thing to note is that if you’re using parameters and want to enable cascading (i.e., showing relevant values), you need to create the parameters at the dataset level first. Only then you can create the cascading filter.

Note : If you create the parameter at the analysis level, QuickSight will not provide the cascading filter option for that parameter.

Thanks & Regards,
Biswajit Dash

5

Hi @TTUser ,

I think you are missing one step, to create the encoded calculated field.

First step is to create a calculated field which encodes all options option #.# to option #. You may use split to fetch the text before ‘.’, keeping the field dynamic so that when new field values come the encoded field is created readily. Create this calculated field at the dataset level.

Then you can follow the steps which @ali / @Biswajit_1993 has suggested.
Create 2 filter controls, first control to be sourced from the calculated field, second control to be sourced from the existing field and enable show relevant values against the first control.

Thanks,
Prantika

2 Likes
6

thanks all. I was able to set a calculated column in the dataset using “contain” that pulled the phrase I needed from the original value. I then used that as a control and linked the new field as a relevant value to the original control.