Show Relevant Values Only doesnt work as expected

[rachit-ao]

I have 2 controls - Client and Category.

Category control shows relevant values only dependent on Client. Default Category is set to All (Select All) and the dropdown shows all the categories relevant to the Client only. But on the visuals all categories outside the selected client too (not desired) are considered & displayed. I want to show only those categories relevant to the client. The control works desirably if i un-select one/few of the category(s). The visuals update to show only those categories selected.

Example:
Client, Category, Sales
Nike, Shoes, 100
Nike, Tshirt, 1000
Nike, Shorts, 200
Puma, Shoes, 300
Pums, Shorts, 400

If i select the Client - Puma, the Control dropdown will be
Select All
Shoes
Shorts

===
Let say i want to show sales of Puma vs All Clients combined, i want to only compare in the categories Puma has sales in (Shoes & Shorts).

Puma Sales will be 300 + 400 = 700
Nike Sales should be 100 + 200 = 300
But Nike sales as per Quicksight are 100+200+1000 = 1300.
hence the total sales become 700+1300 = 2000 (incorrect) instead of 700+300 = 1000 (correct).

This shows incorrect information and can be misleading. I haven’t found a fix yet.

[andrepgn]

Hi @rachit-ao ,
for the first part you need to create two controls (filters) one for Client and one for Category.
Then, from the Category Control, you open the Edit and go to Control Options.
Here click on “Show Relevant Values Only” and select Client as “main” control.

By doing so, when selecting a Client, only the relevant values for Category are shown.

======
You can obtain what you want in this way.
Let’s keep this as our final result:

We have three type of visuals:

• Green Title: only Client filter is applied here
• Blue Title: Client-Category filter applied
• Black Title: the row data, the ones you provided as example

The steps are:

1. Create a Parameter, e.g. SelectedClientParam, as type select String, Single Value and put a Static default value, like None
   

   

2. When you click Create, you can select if you want to add a Control. Let’s add one:

   • Give it a name, like Select Client
   • Choose Dropdown
   • Link to a dataset field
   • Select you dataset and the field which contains your Clients
   • Add
     
     

3. From the Control > Edit, select Hide Select All option…
   

   

4. Now create a new Filter

   • as type select Custom Filter
   • Filter Condition select Equals
   • The click on Use Parameters and select the one we created in the previous step

This filter must be applied only to the visuals where you want to see ONLY specific data from the selected client (e.g. in our output, the ones with Green Title)

5. We will create then another filter, this time for Category field
   • Select type as Nested Filter
   • Qualifying Condition as Include
   • As Nested Filter select Client field
   • Then once again use Equals as Filter Condition, Use Parameters and select the same parameter as before
     
     

This filter must be applied where you want to obtain the output you were describing, so where you want to compare the Categories which have at least one sale for the selected customer (e.g. in the output , the visuals with Blue Title).
As you see, these two visuals, when selecting Puma as Client, now have the values you where trying to obtain.

Let me know if this works for you!
Andrea