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Amazon QuickSight
User Guide

Adding a Text Filter

You can filter text fields by either choosing field values from a list or by specifying field values.

Use the Filter list filter type to filter by choosing field values. Using this filter type, Amazon QuickSight retrieves a list of the field values for the selected field. You choose the values you want to filter on, and whether you want to include or exclude records with those values.

Important

You are only offered this option in cases where Amazon QuickSight can quickly retrieve the full set of field values. In cases where the data set is very large or there's a very high number of unique values, this is not possible, and you must filter by specifying field values instead.

You can filter by specifying field values by using either the Custom filter list filter type or the Custom filter filter type.

With the Custom filter list filter type, you specify one or more field values to filter on, and whether you want to include or exclude records that contain those values. The specified value and actual field value must match exactly in order for the filter to be applied to a given record.

With the Custom filter filter type, you specify a single value that the field value must equal or not equal. If you choose an equal comparison, the specified value and actual field value must match exactly in order for the filter to be applied to a given record.

For any type of text filter, you can refresh the list of field values by choosing the refresh icon. This is helpful when you have created a filter before Amazon QuickSight has retrieved the entire data set and so does not initially have a complete list to display.

Details on how to create each type of text field filter are provided in the following sections.

Adding a Text Filter by Choosing Field Values

Use the following procedure to create a text field filter for by selecting field values.

Important

You can only filter by choosing field values in cases where Amazon QuickSight can quickly retrieve the full set of values. In cases where you are working with very large record sets and this is not possible, you must filter by specifying field values instead. For more information about filtering with specified field values, see Adding a Text Filter by Specifying Multiple Field Values and Adding a Text Filter by Specifying a Single Field Value.

  1. Choose Filter on the tool bar.

  2. On the Applied filters pane, choose the new filter icon, and then choose a text field to filter on.

    This creates a new filter with no criteria.

  3. Choose the new filter to expand it.

  4. Choose Filter list for the filter type.

  5. Choose whether to include or exclude records that contain the field values you will select in the next step.

  6. Select the field values you want to filter on.

    Scroll through the checklist and select or clear values, or toggle the ALL check box to select or deselect all of the values at once.

    Toggle the sort icon to change the sort order of the field values from ascending (the default) to descending and back.

    To narrow down the values displayed, type a search term into the box above the checklist and choose Search. Search terms are case-insensitive and wildcards are not supported. Any field value that contains the search term is returned. For example, searching on L returns al, AL, la, and LA.

    To return to viewing the full set of field values rather than just those that match the search term, choose Search again.

Adding a Text Filter by Specifying Multiple Field Values

You can use the Custom filter list filter type to specify one or more field values to filter on, and choose whether you want to include or exclude records that contain those values. The specified value and actual field value must match exactly in order for the filter to be applied to a given record.

Use the following procedure to create a text field filter by specifying exact field values.

  1. Choose Filter on the tool bar.

  2. On the Applied filters pane, choose the new filter icon, and then choose a text field to filter on.

    This creates a new filter with no criteria.

  3. Choose the new filter to expand it.

  4. Choose Custom filter list for the filter type.

  5. Type a field value in Enter a value to add and then choose the add icon.

    To remove a field value from the criteria, choose its delete icon.

  6. (Optional) Repeat Step 5 until you have added all of the field values you want to filter on.

  7. Choose whether to include or exclude records that contain the field values you selected.

  8. Choose Apply.

Adding a Text Filter by Specifying a Single Field Value

With the Custom filter filter type, you specify a single value that the field value must equal or not equal. If you choose an equal comparison, the specified value and actual field value must match exactly in order for the filter to be applied to a given record.

Use the following procedure to create a text field filter by specifying one field value.

  1. Choose Filter on the tool bar.

  2. On the Applied filters pane, choose the new filter icon, and then choose a text field to filter on.

    This creates a new filter with no criteria.

  3. Choose the new filter to expand it.

  4. Choose Custom filter for the filter type.

  5. Choose a comparison type.

  6. Type a field value in the value field.

  7. Choose Apply.