I’ve been struggling with a specific use case that deals with defaulting a control and it’s associated parameter with a string value that’s based on another ID parameter that get’s set via embedding. Details:
I’ve a Name field, type is String. It has an associated parameter and a control, type List.
I also have an ID field, type Number. It does not have a control. There’s a 1:1 association between the ID and Name fields. There’s a parameter but there’s no need for a control.
We need the Name List to populate all the names from the dataset. It is linked to the corresponding field in the dataset.
I have the dashboard embedded in our web app
I have access to the ID in the web app that I pass through to the embedded dashboard
Requirement:
Since the ID and Name fields are 1:1, I need the Name control to default to the associated value on initial dashboard load
I should be able to select a different value for the Name control after initial load. i.e, I cannot make the Name control to display relevant values only to the ID parameter (assuming we create a control for it and manage to hide it)
Hi @sridhar and welcome to the QuickSight community!
Have you explored the documentation regarding how to setup dynamic defaults for parameters:
"Use the following guidelines when creating a dataset for dynamic default values:
We recommend that you use a single dataset to contain all dynamic default definitions for a logical grouping of users or groups. If you can, maintain them in a single table or file.
We also recommend that the fields in your dataset have names that closely match the field names in the analysis. Not all dataset fields need to be part of the analysis, for example if you’re using the same dataset for the defaults in multiple dashboards. The fields can be in any order.
We don’t recommend that you combine both user and group names in the same column or even in the same dataset. This kind of configuration is more work to maintain and troubleshoot.
If you use a comma-delimited file to create your dataset, make sure to remove any space between values in the file. The following example shows the correct comma-separated value (CSV) format. Enclose text (strings) that include nonalphanumeric characters—like spaces, apostrophes, and so on—in single or double quotation marks. You can enclose fields that are dates or times in quotation marks, but it isn’t required. You can enclose numeric fields in quotation marks, for example if the numbers contain special characters, as shown following."
Hi @sridhar,
Following up here as it’s been awhile since we last heard from you; did you have any additional questions regarding your initial post or were you able to find a work around in the interim?
If we do not hear back within the next 3 business days, I’ll close out this topic.
Thank you for the response. While I’m aware of Dynamic Defaults to set parameter defaults, this specific use case is different. The parameter value for an ID field is coming from the embedding app, and it needs to be translated and defaulted to a Name field after the dashboard is loaded in the app.
I have not found a solution. The workaround was to use set the Name parameter directly from the embedded app, so the control displays the default value when the dashboard is loaded. To me it seems to be a limitation with QuickSight?