Re-Creating an Excel Output in Quick Sight

Hello!

I am trying to recreate a breakout of customer charges in Quick Sight. I have attached an example of what the current breakout looks like in excel but looks like I can only upload a picture of it.

Is there a way to utilize the pivot visual in Quick Sight to reflect this? Or any visual? I have tried to play around with it but have not found the solution. Our team goal is to have customers log into Quick Sight and be able to download/extract this view in the same style as the attached

I already have an analysis in Quick Sight with all the data in Spice

Let me know if you have any questions regarding my ask

Thank you!

Hi @barttrev and welcome to the Quick Sight community!
You can achieve this type of view by setting up a table visual and adding each of these fields. If you want to limit the returned values, you can setup filters on the visual based around each field.

Or do you mean that you’d like to have this visual setup with all information, but when a specific customer logs in, they are only able to view their company’s information? If that’s the case, I would suggest exploring Row Level Security (RLS)

Hi @barttrev,
It’s been awhile since we last heard from you so following up to see if you had any additional questions?

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

Thank you!

Hi @barttrev,
Since we haven’t heard back, I’ll go ahead and close out this topic. However, if you have any additional questions, feel free to create a new topic in the community and link this discussion for relevant information if needed.

Thank you!