I would appreciate any help as I am very stuck on this.
I want to set my dashboard up to support showing a list of values but than apply the actual filter on a different set of columns where all these first values match.
The reason for this is so that I can show a customer human readable data and then after they select I can filter down based on internal ID’s across multiple data sets. Otherwise I would require to increase the data load and processing time on the server by adding the human readable data to every other dataset which it doesn’t exist it.
For example I have 3 tables
Members
Member Products
Member Revenue
Each of these tables have a field called member_id which I can use to apply a filter on. I want to show the end user a field called “Member Name” which currently only exists on the Member table, then once they select the member name all visualization that use all 3 datasets should then be filtered on the member_id column.
I have a tried a large number of options and can’t seem to get it to work. The only way I have made it work is through Action Filters but this is not ideal as there could be over 1000+ members that may exist and the visualizations don’t support drop downs or data searching.
Hi @firzen23 and welcome to the QuickSight community!
So you mentioned something towards the bottom that you have 3 datasets; so when mentioning your 3 tables, do you mean you have 3 table visuals that you’re trying to setup filtering between or 3 datasets that you’d like to filter?
One option that may potentially work for your case; have you tried setting up a parameter filter for this?
If you setup a parameter for your member id, then on your visual with the member names, you can create a navigation action that will filter down your parameter control.
Just to clarify it is 3 datasets that I am attempting to filter between.
I have attempted a parameter filter like that and used an action to filter all the datasets down and while it does work it creates a really poor user experience for my use case as there could be thousands of members that appear in that visual. Unless their is a way to create a visual with a drop down or search option I don’t see that option working.
What I am trying to do is have this dashboard be an avenue to dive deep into a single member thus being able to limit a single selection through a control filter would also be highly beneficial.
Hi @firzen23,
So if you setup a parameter control for member id (since that is the ‘like’ field you have in all datasets), that should just bring up results for that specific member…Would you be able to share a screenshot of the navigation action you setup?
If you want to limit the number of results you have in a control, you can setup ‘relevant value filters’ on those controls, so that it only shows a specific amount of results based on another category or field.
I understand I can setup a control on member_id the issue is that the end users don’t know what these ID’s are as they are internal. What you are suggesting does in fact work just not a great user experience.
Is there anyway I can put together a demo and share it with you to better explain what I am trying to do?
Hi @firzen23,
Understood, and of course…you can upload a copy of your analysis (with sample data or removal of confidential information) through the QuickSight Arena view. Here’s a walkthrough on how to utilize if you never have!
Essentially I want to have a Control that just has the member’s name information and I want the dataset to be filtered even though they do not have that field on the record. They do have a matching member_id column that links the datasets together.
While I noted earlier I can include the name column in all the datasets that is problematic for me as I am using direct query mode due to the live nature of the dashboards I have built. Adding additional joins in the warehouse will rapidly reduce the performance of the dashboards.
Essentially what I want is them to select “Name” then filter other datasets for all "member_id"s that are associated with the selected “Name”
Also understand that this is a greatly simplified example, in the real dashboard I have there is >10 datasets that are being combined into a single page.
Hi @firzen23,
Thanks for the additional context! Unfortunately, QuickSight does not have the capability to recognize field values from one dataset within another based on a different matching field though.
I don’t really see a work around for this scenario that does not involve adding the member name field to the other datasets, which I understand is not preferred for performance issues.
I’ll mark this as a feature request though to provide visibility to our support team!
Did you considered dataset parameter? not sure if it helps in your use case
The dataset still needs to join across multiple tables (include the table with member name). Advantage is the performance will be faster as data will be filtered when user choose member name. But the query still need to join across table. And user can only select one member name at a time
Hi @firzen23,
Since we haven’t heard back, I’ll close out this topic. However, if you have any additional questions, feel free to create a new post in the community and link this discussion for relevant information if needed.
