Hi everyone,
I’m trying to filter visuals in AWS QuickSight based on a Tag selection, but the tag exists in a different dataset from the one powering the visuals. Since joining the datasets would exceed SPICE limits, I’m relying on parameters instead.
Scenario:
Dataset 1 (used for parameter controls):
provider_id
provider_name
tag
P1
Dr. Smith
Ortho
P2
Dr. John
Neuro
P3
Dr. Smith
Sports
P4
Dr. Lisa
Ortho
Dataset 2 (used for visuals):
provider_id
claim_id
claim_amount
------------
---------
-------------
P1
C101
$500
P2
C102
$200
P3
C103
$300
P4
C104
$100
Goal:
When I select a Tag (e.g., Ortho), I want to filter visuals (from Dataset 2) to only show claim data for providers that have that tag.
What I’ve Done:
Created a Tag Parameter and a Provider Parameter
Bound controls to Dataset 1:
Provider control is set to “Show relevant values based on Tag”
In visuals (based on Dataset 2):
Added a filter on provider_name
Set filter type as Custom Filter
Checked “Use Parameters”
Selected Provider Parameter
Filter condition: Equals
Issue:
The provider control correctly shows relevant providers based on the selected tag, but the visuals are not filtering down — they show all data.
Hello @Abhishek_24 hope this message finds you well!!
If I understand well your problem, my suggestion to resolve the filtering issue in could be something like this:
Create Parameters:
Create a parameter named TagParameter to capture the selected Tag value.
Create another parameter named ProviderParameter to capture the relevant provider_id values.
Set Up Controls:
Set up a control for the TagParameter based on Dataset 1.
Set up another control for the ProviderParameter and link it to the TagParameter using the option “Show relevant values based on Tag”.
Configure Filters in Dataset 2:
In the visual based on Dataset 2, add a filter on the provider_id field.
Set the filter as a Custom Filter.
Check the option “Use Parameters”.
Select the ProviderParameter and set the condition to Equals.
Verify Relationship:
Ensure that the ProviderParameter control is correctly linked to the TagParameter and that relevant values are being displayed.
I Know that this could sound very complex, but, a good check is understand if dataset 1 is configured to return provider_id values based on the TagParameter. Also, ensure that the filter in Dataset 2 is correctly using the ProviderParameter.
Were you able to find a solution or are you still working on this?
I’m confused on how you did the following:
provider_name is part of dataset 1 according to your table above so you would not be able to filter the visuals based on dataset 2 using that data. Did I miss something there?
Could you try adding this sample data to an arena link?