Filtering between different tabs in a Dashboard

Q&A
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1

I have a problem filtering the data from one tab to another on a click :-1:
Let’s say I have a YTD tab displaying a Bar Chart for the current year displaying data for each month (YTD Data).

so in the x-axis, I have a calculated field Jan 2024, Feb 2024, Mar 2024, April 2024, May 2024, etc
In the Y axis, I am displaying revenue

Now there is another Monthly tab displaying a Pie Chart for all the items by Revenue (top 10 items by Revenue). for each month.
So the functionality I want is as follows:- whenever the user clicks on a particular bar in the YTD view, it should take the user to the monthly view displaying data for that specific month.

If the user clicks on April 2024 then the monthly view should give the top 10 items by revenue for April 2024 only.
Right now I am using the month as a parameter in the monthly tab to filter the data but I am expecting this navigation to happen.

Also, I tried Actions, but since on the X-axis in YTD Tab I am using a calculated field to display months so I am not able to see them in Actions.

2

Hi
Setting up a filter with a navigation in Quick Sight is possible. The following steps are involved:

  1. Create a single value string parameter
  2. Create a custom action for “YTD” visual and choose navigation action and under that add the newly created parameter and select the field type as YTD.

image

  1. Now move to the next sheet and select the visual which needs to be filtered and create a filter for YTD and use the same parameter created.
3

Hi @bhumika18s ,

@Shahid_Muhammad 's response is correct. You did mention about not being able to see calculated field in actions. As long as you are trying to set the value for the right type of parameter, calculations can be used as well. ie - if your calculation is of type datetime, it will show as option while trying to set the value for a datetime parameter only and won’t be displayed as option for a string parameter.

I’m marking Shahid’s response as the solution. Please let us know if you have further questions.

Regards,
Arun Santhosh
Pr Quick Sight SA

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