Quicksight Scheduled email attachment doesn't match the dashboard

Q&A
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1

I’m trying to schedule an email with Excel extract as attachment for a viz in the dashboard. The dashboard is showing correct percentage, which is basically Cases Used/Total Workable cases showing in the view. This view is ordered in descending by the TM Adoption rate.

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However on the email Excel, it’s showing the correct number, but completely wrong percentage.

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I have tried this multiple days, also asked my team members to create schedule email to test, but we all get those weird 0.02% and 0%.

Any idea what could have caused this? Filters are all set to all, and I’ve tried both Custom View and Original Dashboard options.

2

Hi,

If I understood your problem correctly, you are only facing the issue when you are scheduling an export with “Excel” as an attachment? Could you please try if exporting it as pdf also has the same issue? Also, are you using the calculated field in the analysis or in the dataset itself?

1 Like
3

Hi @vibjain

PDF is extracting the correct value, also if I export the view directly in Excel/CSV the extract is also correct. Only when it’s in a scheduled email Excel/CSV extract, it has those weird numbers. However, my stakeholder needs to have them in an email that’s easy to copy the content. PDF is difficult to use.

I am using the calculated field in the analysis. For the field having issue, this is the formula I used.

TM Adoption Rate = {Cases Used TM}/{Total Workable Case}

Thank you for looking into this issue!

4

Hi,

I have tried to simulate what you are trying to do in my account but I don’t see the issue. The excel that I get is getting the correct values. Are you using these settings in your Analysis?

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1 Like
5

This is the setting on mine.

total workable case = distinct_count({case_id})

cases used TM = distinct_countIf({case_id}, {tracked} = ‘Y’)

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6

Hi,

I am not able to reproduct the scenario in my account. I would recommend you to create a support case with AWS premium support for the issue.

Regards

Vibhor Jain

7

Hi @jiecshen,

Following up here as it’s been a while since last communication took place on this thread; did you have any additional questions regarding your initial post? Additionally If you still wanted to make a support ticket, then please refer to this link on how to do so (Creating support cases and case management - AWS Support).

If we do not hear back within the next 3 business days, I’ll close out this topic.

Thank you

8

Hi @jiecshen,

Since we have not heard back, I’ll go ahead and 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 needed.

Thank you