Our use case is that we need to email filtered dashboard data to a group. Since the default view of the dashboard is not filtered, I solved this by duplicating the dashboard, filtering it, and creating a PDF report run that occurs once monthly. It works, but requires maintaining a second dashboard for a singular use case. As an alternative, I looked into paginated reports, but this is overkill for our use case of one-page reporting.
This brings me to Quick Flows, which I am hopeful will resolve this issue more programmatically. However, so far, I only see the option to select Quick data at the dashboard level.
I’m supposing that one can use natural language to tell the flow to filter this, but can we filter and format this data differently?
For example (see drop-down controls in image below):
Using Quick flow, I’d like to take the data in the Scenario, put it into a table, and email that using the flow. Is something like this possible? I’m considering all options, such as if the Flow can talk to the dashboard, Scenario data, or Quick data sources directly.
Unfortunately, from what I have seen, you can only retrieve unfiltered data from dashboard at the dashboard level. Multiple other community users having been asking for the ability to filter data from a dashboard, so you are definitely not alone in this request. It could be worth a try to connect a dashboard to a chat agent and attempt it that way with a well-crafted prompt, but I would not have high hopes with that route either.
I will leave the ‘feature-request’ tag attached to this post to help increase visibility to the Quick team. In the meantime, I would keep an eye out on the ‘What’s New’ webpage for any relevant updates (Latest What’s New topics - Amazon Quick Community).
Another idea I just had was to see if you can create a topic from your data and that might give you more ability to filter your data. This is not a guarantee and properly setting up a topic does take time, but I just wanted to throw that idea out there.
I appreciate the responses here. I’ll take a closer look at Topics.
So far the only feature I’ve seen that looks like it provides filtering options on the data (just like filters function in the dashboards) are the Scenarios. This looks like a strong candidate because I literally just need to email the data the scenario defines.
So as a feature request, it seems the ability to get data from a Scenario, or that Scenarios can be added to a Space, are potential avenues for product design. I’m seeing that you can connect a Flow to Spaces, for example, but Spaces include Topics but not the Scenarios addition.
I have never tried to use scenarios as a workaround. Scenarios is typically where you go to ask your ‘What if….’ questions. I’d say try it out and please let me know of the outcome.
I believe you are correct that these are What-If analyses, but this is precisely the interface we need in Flows. Currently, we do not have the capability of using a Scenario in a Flow yet, but that is one suggestion I have for the feature request.
Another suggestion for the feature is to augment the Quick Data selection options in a Flow to include Sheet level with access to sheet Field Well controls, similar to what is shown above.
