Exploring dashboards - Amazon QuickSight

Exploring dashboards

To access a dashboard that you've been invited to share, follow the instructions in the invitation email. You can also access a dashboard if it's embedded into an application or website that you already have access to. When you open the dashboard, the screen should look something like the following example.

To fit the dashboard to your screen, open the View menu at upper right and select Fit to window.

Depending on how the dashboard is configured, you can find all or some of the following elements:

  • The menu bar – This displays the name of the dashboard. Also, the menu bar shows what you can do with the dashboard, including Undo, Redo, and Reset, on the left. As you interact with the dashboard, you can use these as tools to help you explore, knowing that you can change your view without losing anything. On the right, you can find options to Print the dashboard, work with Data, choose a different AWS Region, and open your User Profile. The user profile menu has options so you can choose the language that Amazon QuickSight displays. It also has links to the Amazon QuickSight Community and the online documentation (Help).

  • The dashboard sheets – If your dashboard has multiple sheets, these display as tabs across the top of the dashboard.

  • The Filter menu – This option displays to the left of the dashboard, if the dashboard publisher allows filtering.

  • The Controls palette – If your dashboard includes controls, you can use them to choose the options (parameters) that you want to apply to your dashboard. Sometimes a control value is selected for you, and sometimes it's set to ALL.

  • The dashboard title – If your dashboard has a title, it is usually a larger heading. It might have some status information or instructions below it.

  • The dashboard widgets – The items on the screen can include charts, graphs, insights, narratives, or images. To see them all, you might need to scroll vertically or horizontally. The following screenshot shows more of the previous example dashboard:

Using filters on dashboard data

You can use filters to refine the data displayed in a visual. Filters are applied to the data before any aggregate functions. If you have multiple filters, all top-level filters apply together using AND. If the filters are grouped inside a top-level filter, the filters in the group apply using OR.

Amazon QuickSight applies all of the enabled filters to the field. For example, suppose that there is one filter of state = WA and another filter of sales >= 500. In this case, the dataset contains only records that meet both of those criteria. If you disable one of these, only one filter applies. Take care that multiple filters applied to the same field aren't mutually exclusive.

Filtering data during your session

While your dashboard session is active, you can filter data in three ways:

  1. If your dashboard has controls at the top of the screen, you can use them to filter data by choosing from a preset list of values.

  2. You can use the filter icon on each widget's settings menu.

  3. You can create your own filters by using the filter panel on the left side of the page. The filter icon looks like the following.

To create a filter, choose the Filter icon at left.

The first step is to choose which dashboard element you want to filter.

Click on the item you choose, so that a highlight appears around the selected item. Also, if any filters are already there, they display in a list. If there aren't any filters, you can add one by using the plus sign (+) near Filters.

Filtering options vary depending on the data type of the field you want to filter, and on the options you choose inside the filter. The following screenshot shows some of the options available for a time-range date filter.

For each filter, you can choose whether to apply it to one, some, or all dashboard elements. You can also enable or disable filters by using the check box next to the name of the filter. To delete a filter, edit it and scroll to the bottom to see the options. Remember that your filters aren't saved from one session to the next.

For more detailed information on creating filters, see Filtering data in Amazon QuickSight.

Using the elements on the dashboard

Each widget has a settings menu that appears when you select that widget. This menu provides options to zoom in or out, filter the data, export the data, and more. The options vary depending on what type of widget the element is.

When you choose a data point, several actions are available. You can click or tap on a data point, for example on a bar in a bar chart, on a point where the line bends on a line chart, and so on. The available options vary based on what type of item it is. The following screenshot shows a list of actions available on most chart types.

These actions are as follows:

  • Focus on or exclude.

    You can focus on or exclude specific data in a field, for example regions, metrics, or dates.

  • Drill up or drill down.

    If your dashboard contains data on which you can drill down or up, you can drill up to a higher level or drill down to explore deeper details.

  • Custom URL actions.

    If your dashboard contains custom actions, you can activate them by choosing a data point or by right-clicking it. For example, you might be able to email someone directly from the dashboard. Or you might open another sheet, website, or application, and send it the value you chose from this one.

  • Change chart colors or specific field colors.

    You can change all the chart colors to a specific color. Or you can choose a specific field value to change its color of the element it's part of.

Sorting dashboard data

You can sort data in three ways:

  1. You can hover over the label for the field you want to sort by, and choose the sort icon.

  2. You can choose the filter icon at the upper right of one of the dashboard elements.

  3. You can click or tap on the field and choose Sort from the context menu.

Sorting for pivot tables is different; you specify the sort order by using the column sort icon on the pivot table.

Exporting data from a dashboard

To export data from an analysis or dashboard to a comma-separated value (CSV) file, use the settings menu at the upper right of a widget. Exports only include data that currently displays in the item that you choose.

In tables and pivot tables, you can export data to a comma-separated value (CSV) file or Microsoft Excel file. You can choose to export only visible fields or all fields.

To export only visible fields to a CSV or Excel file, choose the menu at upper-right of the visual. Choose either Export to CSV or Export to Excel, and then choose Export visible fields to CSV or Export visible fields to Excel.

To export all fields to a CSV or Excel file, choose the menu at upper-right of the visual. Choose either Export to CSV or Export to Excel, and then choose Export all fields to CSV or Export all fields to Excel.

                        Export data options in tables and pivot tables