Creating, Viewing, and Editing Custom Actions in Amazon QuickSight - Amazon QuickSight

Creating, Viewing, and Editing Custom Actions in Amazon QuickSight

Use the following procedure to create, view, or edit a custom action in an analysis.

  1. With your analysis open, choose Actions at left. If the analysis already contains a custom action, also known as a QuickSight action, a list of existing actions appears. Actions are sorted by how they are activated. If there is an action that works by selecting a data point, it appears under On select. Other options, which are activated from the context menu, appear under Menu option.

    When you work with a custom action, you can view definitions for each attribute and option at the beginning of the section QuickSight Actions.

  2. (Optional) View or edit the settings for an existing action by choosing one or more of the following options:

    • To turn an existing action on or off, use the check box to the right of the action's name. Select the check box to turn on the action. Clear the check box to turn off the action.

    • To view or edit an existing action, choose the menu icon () next to the name of the action. To edit the action, choose Edit. To delete it, choose Delete.

  3. (Optional) Create a new action by choosing one of the following:

    • Either choose the plus (+) icon near the Actions heading, or choose Define a custom action. This begins a dialog where you create a custom action with the settings you want. If you are creating a new custom action, give it a descriptive name. For a definition of each attribute and option, see the beginning of this section.

      Choose Filter same-sheet visuals to quickly create a filter for all visuals on the sheet that you're viewing.

    • Choose the plus icon (+) near the Actions heading to add another custom action. If you have existing custom actions, this is the only way to add another one.

  4. For custom action settings, provide the following:

    • Give a descriptive name. By default, actions are named Action 1, Action 2, and so on. For existing actions, edit the action and enter a value for Action name to add a name.

    • Set a way to activate the custom action. To activate Quick create filter actions, use Menu option. For each visual, Select can activate only one action.

    • Set the type of action by choosing a value for Action type.

    • For URL actions, add a URL. To add variables to the URL, enter them or use the plus icon (+) near the URL heading, then choose where to open the URL.

    • For filter actions, choose whether the filter applies to all fields, or only to selected fields. Then choose the target visuals. Amazon QuickSight evaluates your visuals and preconfigures these for you. If you want to change the defaults, you can.

      Choose the target visuals that the filter applies to when someone activates the filter action. When you apply a filter action to other visuals, the effect is called cascading filters. A cascading filter applies all the visuals that are set up in the Target visuals section of a specific filter action. You can set up multiple cascading filters on multiple visuals in the same sheet or analysis. When you are using the analysis or dashboard, you can use multiple cascading filters at the same time, although you activate each of these one at a time.

      A filter action requires at least one target visual, because an action requires a source and a target. To filter only the current visual, create a regular filter instead by choosing Filter at left.

      If you are working with a Quick create filter action, the defaults are as follows:

      • Filter scope – All fields that are actionable in the visual

      • Filter scope – All visuals

    For more information about the available settings, see QuickSight Actions.

  5. After you are finished with the action, choose one of the following at the lower part of the Actions panel:

    • Save – Save your selections, and create the custom action.

    • Close – Close this dialog box and discard your changes.

    • Delete – Delete this action. If you delete a pre-existing action, you can undo the deletion if needed.