Adding nested filters - Amazon QuickSight

Adding nested filters

Nested filters are advanced filters that can be added to a QuickSight analysis. A Nested filter filters a field using a subset of data defined by another field in that same dataset. This allows authors to show additional contextual data without the need to filter data out if the data point doesn't meet an initial condition.

Nested filters function similarly to a correlated subquery in SQL or a market basket analysis. For example, say you want to perform a market basket analysis on your sales data. You can use nested filters to find the sales quantity by product for customers who have or have not purchased a specific product. You can also use nested filters to identify groups of customers that did not purchase a selected product or who only purchased a specific list of products.

Nested filters can only be added at the analysis level. You can't add a nested filter to a dataset.

Use the procedure below to add a nested filter to a QuickSight analysis.

  1. Open the QuickSight console.

  2. Choose Analyses, and then choose the analysis that you want to add a nested filter to.

  3. Create a new filter on the text field that you want to filter on. For more information about creating a filter, see Adding filters in analyses.

  4. After you create the new filter, locate the new filter in the Filters pane. Choose the ellipsis (three dots) next to the new filter, and then choose Edit filter. Alternatively, choose the filter entity in the Filters pane to open the Edit filter pane.

  5. The Edit filter pane opens. Open the Filter type dropdown menu, navigate to the Avanced filter section, and then choose Nested filter.

  6. For Qualifying condition, choose Include or Exclude. The qualifying condition allows you to run a not in the set query on the data in your analysis. In our sales example above, the qualifying condition determines if the filter returns a list of customers who did buy the specifc product or a list of customers who did not buy the product.

  7. For Nested field, choose the text field that you want to filter data with. The nested field cannot be the same as the primary field selected in step 3. Category fields are the only supported field type for the inner filter.

  8. For Nested filter type, choose the filter type that you want. The filter type that you choose determines the final configuration steps for the nested filter. Available filter types and information about their configuration can be found in the list below.