First filter data using #action filters and then further filter the subset using in-sheet filters

Problem Statement:

I have created a dashboard in AWS QuickSight with four table visuals. When an end user clicks on any batch ID (present in the first visual), the remaining three visuals get filtered based on the clicked batch ID. However, I’m encountering an issue when trying to use both action filters and in-sheet filters simultaneously.

Details:
Users want to first filter data using action filters and then further filter the subset using in-sheet filters.
However, The in-sheet filter dropdown is not updating based on the applied action filter.

Desired Outcome:
Users should be able to first filter data using action filters and then further filter the subset using in-sheet filters.

I have already suugested end users to first use In-sheet filters and then further filter the visuals using the Action filter however as per the use case they first want to go with Action filter only.

Hi @Shekh_Ajarudin and welcome to the QuickSight community!
There is a work around that could be used for this scenario; which would need to be done in free form layout.

  • Start by setting up a control that would handle the relevant values for the dropdown they want the user to see. *Make sure this is based on a parameter value.
  • Use the conditional rules to hide that control from the user.
  • The select action can set the parameter value linked to the control to ensure relevant values are updated in the dropdown.
2 Likes

Hi @Shekh_Ajarudin,
Just wanted to check in and see if you had any additional questions or if my solution above helped with your case?

Thank you!

Hello Brett,

Thank you very much for providing the solution. I followed the steps you outlined, and it worked perfectly.

I have a follow-up question regarding the action filter. As we transition from “Filter action” to “Navigation action,” the original highlighting effect for the selected batch ID is no longer visible. This makes it challenging for users to identify their selection. Is there a way to maintain the visual highlight effect in this scenario?

Please find below sample image highlighting “California state”

I tried to keep both “Navigation action” & “Filter Action” to have the same highlight effect however it introduce double work to end users for action activation.

Thank you for your assistance.

Hi @Shekh_Ajarudin,
There is a restriction that you can only have 1 ‘click’ action on each visual. However, there is a work around for this. You can make the navigation action have a menu activation. By doing that, to navigate, you would need to right click and select the action (which you can re-name so that it’s more user friendly). That should navigate you while still leaving the table highlighted.

Thank you!

1 Like

Thank you @Brett for your detailed solution. It was a great help.

2 Likes