Customized-filter view: With filter (which can be saved after refreshing the web page)
Snapshot view in email: Without filter
Hello @heichitc,
Welcome to the QuickSight Community, it is great having you here!
From our documentation
Security (RLS), Column Level Security (CLS) and Dynamic Default Parameters for email reports works for both scheduled and ad hoc (one-time) emails.
If your use case is for creating a default filter that applies to all users, for scheduled reports, you can create a parameter to be used by the filter and set one or multiple Static Default Values, these values will be used when you schedule an export.
If you need to set different defaults for different users, you can use Dynamic Defaults Parameters, here is the documentation on how to set them up.
Hopes this helps!
Kind regards,
Andres.
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Hi andres007@,
for setting up Dynamic Defaults Parameters, how can I connect my csv file dataset to my analysis?
Thanks!
I’ve added a CSV dataset and set up DDP with filters. But still, the email was sent without customization. Anything I’ve set wrongly?
Hi,
Can you check that when you are logged in as one of those users, and you reset the control, the value is set to what is defined in your dataset for that user?
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I think I see the problem here, you are selecting the Default-region as if it was a QuickSight group name. If you only have usernames in the Viewed-by, then you can leave the group name column empty.
Hope this helps!
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Thanks, it helps!
Furthermore, I cannot pin the filter to the dashboard
when it equals the parameter. May I know how it should be fixed?
Thanks!
Hello, I am glad this solved your problem. About the question on how to add controls, here is a blog post explaining how to do this.
Kind regards,
Andres.
1 Like
Hi,
I found that only group HKG-Infra-Ops_ANT cannot be sent with filters; however, all other aliases can be done by that. Is there any difference between email alerts sent in groups?
Thank you.
Hi,
If it is a group it has to be specified on a column and then select it on the “Group name column” when setting up the dynamic defaults.
Hi,
Thanks for the suggestion.
It comes up to another problem that thje email alert does not show the same view to all group members. May I know if any pre-requisite for that? Every member have to enter the dashboard and set their own filtering?