I have a report which uses multiple different data sets as it is a report for advisor statistics. I would like to add a date selector at the top of the page and for the whole report to update according to the date selected.
I have tried to do this myself using the parameters however I can’t seem to get it to work.
Please can anyone support with this?
Hi @LParkes ,
For this issue, there was a helpful solution shared that might fit your current situation too. You can find it here. You can also refer to usecase2. In addition, this is also a useful resource on creating parameters. Using QuickSight parameters and controls to drive interactivity in your dashboards | AWS Big Data Blog
Hope this gives some idea.
Hello @LParkes
One important point to remember is that when you want to use a single date field as a parameter across multiple datasets, the date field must have the same name in all datasets.
If you notice different names, please rename the field in the dataset preparation page, then save and publish the datasets before creating the parameter.
The use cases provided above by @tkinoti are also very helpful.
Thank you,
Shravya
Hi,
Thank you for the heads up on this one.
Just to check (apologies if I’m not fully understanding), I have multiple datasets which currently have filters for dates but depending on the dataset depends on what type of date field I can choose.
Eg first screenshot only allows me to select scheduled date interval
Second screenshot only allows me to select shift start date
When you say date field across multiple datasets should be the same name, is this what you mean?
Many thanks!
Yes @LParkes
Exactly as far as i have worked with Parameters i understood that the field names should be same in order to control multiple datasets with a single field.
You can rename the Date field in every dataset something like “Date” or any common name that you like.
I assume that you wanted to have one date filter and control all datasets ? Please correct me if my understanding is wrong?
Thank you,
Shravya
Hi,
You are exactly right. I would just like one date filter at the top of the report that will control all of the datasets/widgets in the report accordingly.
I will go ahead and rename them all to the same name and hopefully that will work for me.
Thank you for your help!
Yes @LParkes - Please let us know if you are finding any issues.
Hi @shravya
I have had a look this morning for the dataset preparation page however I can’t seem to find it.
Would it be possible for you to send a screenshot of where to locate this at all?
Many thanks,
Leah
Sure. Dataset preparation page is nothing but -
Click on Datasets on the left sidebar → Choose your dataset → Click on 3 dots beside the dataset and click Edit → You will land on the preparation page (attached a screenshot for your reference)
Thank you,
Shravya
Hi @shravya
Thank you for sending these screenshots. It seems I have a different set up/access to you.
I click on datasets and then I get a list of them all. I then go to the 3 dots but I don’t have an option to edit.
Do I need particular access/permissions to be able to do this at all?
Thanks,
Leah
You should have the co-owner access to the dataset to edit it.
Also, just to understand do you have Admin or Author role? If you have Admin access you can share the dataset with yourself as a co-owner and then edit it.
Thank you,
Shravya
Hi @LParkes
I am a bit late to the party, but I think it is not necessary for your dataset fields to have the same name across.
a. Create date Parameters (say FromDate and ToDate
b. Add them as Controls to your visual sheet
c. In each of the visual you can filter the date in that dataset using the two parameters
e.g. scheduled date interval between FromDate and ToDate
shift start date between FromDate and ToDate
Here’s an example from one of my dashboards where I have three different sheets coming from three different dataset. I have FromDate and ToDate parameters and then I use the same on different date fields from the three datasets
Let me know if this helps.
Hi @shravya
Apologies for my late reply, I was working on other tasks.
I am set up as Author role. Should I be able to see what you previewed in your screenshots?
Thanks, Leah
Hello @Giridhar.Prabhu
Apologies for my late reply, I was working on other tasks.
Just to check, do I need to have the different datasets on each tab? Or is it okay to have mixed datasets on the one tab?
Thanks,
Leah
