Adding filter controls to analysis sheets - Amazon QuickSight

Adding filter controls to analysis sheets

When you're designing an analysis, you can add a filter to the analysis sheet near the visuals that you want to filter. It appears in the sheet as a control that dashboard viewers can use when you publish the analysis as a dashboard. The control uses the analysis theme settings so it looks like it's part of the sheet.

Filter controls share some settings with their filters. They apply to one, some, or all of the objects on the same sheet.

Use the following sections add and customize filter controls to an analysis.

Adding filter controls

Use the following procedure to add a filter control.

To add a filter control

  1. From the QuickSight start page, choose Analyses, and then choose the analysis that you want to work with.

  2. In the analysis, choose Filter at left.

  3. If you don't already have some filters available, create one. For more information about creating filters, see Adding filters.

  4. In the Filters pane, choose the three dots to the right of the filter that you want to add a control for, and choose Add to sheet.

    The filter control is added to the sheet, usually at the bottom. You can resize it or drag it to different positions on the sheet. You can also customize how it appears and how dashboard viewers can interact with it. For more information about customizing filter controls, see the following sections.

Pinning filter controls to the top of a sheet

Use the following procedure to pin filter controls to the top of a sheet.

To pin a control to the top of a sheet

  1. On the filter control that you want to move, choose the three dots next to the pencil icon and choose Pin to top.

    The filter is pinned to the top of the sheet and is collapsed. You can click it to expand it.

  2. (Optional) To unpin the control, expand it and hover over it at the top of the sheet until three dots appear. Choose the three dots, and then choose Move to sheet.

Customizing filter controls

Depending on the data type of the field and the type of filter, filter controls have different settings available. You can customize how they appear in the sheet and how dashboard viewers can interact with them.

To customize a filter control

  1. Choose the filter control in the sheet.

  2. On the filter control, choose the pencil icon.

    If the filter control is pinned to the top of the sheet, expand it and hover your cursor over it until the three dots appear. Choose the three dots, and then choose Edit.

  3. In the Format control pane that opens, do the following:

    1. For Display name, enter a name for the filter control.

    2. (Optional) To hide the display name from the filter control, clear the check box for Show title.

    3. For Title font size, choose the title font size that you want to use. The options range from extra small to extra large. The default setting is medium.

The remaining steps depend on the type of field the control is referencing. For options by filter type, see the following sections.

Date filters

If your filter control is from a date filter, use the following procedure to customize the remaining options.

To customize further options for a date filter

  1. In the Format control pane, for Style, choose one of the following options:

    • Date picker – range – Displays a set of two fields to define a time range. You can enter a date or time, or you can choose a date from the calendar control. You can also customize how you want the dates to appear in the control by entering a date token for Date format. For more information, see Customizing date formats in Amazon QuickSight.

    • Date picker – relative – Displays settings like the time period, its relation to the current date and time, and the option to exclude time periods. You can also customize how you want the dates to appear in the control by entering a date token for Date format. For more information, see Customizing date formats in Amazon QuickSight.

    • Text field – Displays a box where you can enter the top or bottom N date.

      Helper text is included in the text field control by default, but you can choose to remove it by clearing the Show helper text in control option.

  2. When finished, choose Apply.

Text filters

If your filter control is from a text filter, for example dimensions, categories, or labels, use the following procedure to customize the remaining options.

To customize further options for a text filter

  1. In the Format control pane, for Style, choose one of the following options:

    • Dropdown – Displays a dropdown list with buttons that you can use to select a single value.

      When you select this option, you can choose the following options for Values:

      • Filter – Displays all the values that are available in the filter.

      • Specific values – Enables you to enter the values to display, one entry per line.

      You can also choose to Hide Select all option from the control values. This removes the option to select or clear the selection of all values in the filter control.

    • Dropdown - multiselect – Displays a dropdown list with boxes that you can use to select multiple values.

      When you select this option, you can choose the following options for Values:

      • Filter – Displays all the values that are available in the filter.

      • Specific values – Enables you to enter the values to display, one entry per line.

      You can also choose to Hide Select all option from the control values. This removes the option to select or clear the selection of all values in the filter control.

    • List – Displays a list with buttons that you can use to select a single value.

      When you select this option, you can choose the following options for Values:

      • Filter – Displays all the values that are available in the filter.

      • Specific values – Enables you to enter the values to display, one entry per line.

      You can also choose the following:

      • Hide search bar when control is on sheet – Hides the search bar in the filter control, so users can't search for specific values.

      • Hide Select all option from the control values – Removes the option to select or clear the selection of all values in the filter control.

    • List - multiselect – Displays a list with boxes that you can use to select multiple values.

      When you select this option, you can choose the following options for Values:

      • Filter – Displays all the values that are available in the filter.

      • Specific values – Enables you to enter the values to display, one entry per line.

      You can also choose the following:

      • Hide search bar when control is on sheet – Hides the search bar in the filter control, so users can't search for specific values.

      • Hide Select all option from the control values – Removes the option to select or clear the selection of all values in the filter control.

    • Text field – Displays a text box where you can enter a single entry.

      When you select this option, you can choose the following:

      • Show helper text in control – Removes the helper text in text fields.

    • Text field - multiline – Displays a text box where you can enter multiple entries.

      When you select this option, you can choose the following:

      • For Separate values by, choose how you want to separate values you enter into the filter control. You can choose to separate values by a line break, comma, pipe (|), or semicolon.

      • Show helper text in control – Removes the helper text in text fields.

  2. When finished, choose Apply.

Numeric filters

If your filter control is from a numeric filter, use the following procedure to customize the remaining options.

To customize further options for a numeric filter

  1. In the Format control pane, for Style, choose one of the following options:

    • Dropdown – Displays a list where you can select a single value.

      When you select this option, you can choose the following options for Values:

      • Filter – Displays all the values that are available in the filter.

      • Specific values – Enables you to enter the values to display, one entry per line.

      You can also choose to Hide Select all option from the control values. This removes the option to select or clear the selection of all values in the filter control.

      • Filter – Displays all the values that are available in the filter.

      • Specific values – Enables you to enter the values to display, one entry per line.

      • Hide Select all option from the control values – Removes the option to select or clear the selection of all values in the filter control.

    • List – Displays a list with buttons that enable selecting a single value.

      When you select this option, you can choose the following options for Values:

      • Filter – Displays all the values that are available in the filter.

      • Specific values – Enables you to enter the values to display, one entry per line.

      You can also choose the following:

      • Hide search bar when control is on sheet – Hides the search bar in the filter control, so users can't search for specific values.

      • Hide Select all option from the control values – Removes the option to select or clear the selection of all values in the filter control.

    • Slider – Displays a horizontal bar with a toggle that you can slide to change the value. If you have a ranged filter for values between a minimum and a maximum, the slider provides a toggle for each number. For sliders, you can specify the following options:

      • Minimum value – Displays the smaller value at the left of the slider.

      • Maximum value – Displays the larger value at the right of the slider.

      • Step size – Enables you to set the number of increments that the bar is divided into.

    • Text box – Displays a box where you can enter the value. When you select this option, you can choose the following:

      • Show helper text in control – Removes the helper text in text fields.

  2. (Optional) You can limit the values displayed in the control, so they only show values that are valid for what is selected in other controls. This is called a cascading control.

    When creating cascading controls, the following limitations apply:

    • Cascading controls must be tied to dataset columns from the same dataset.

    • The child control must be a dropdown or list control.

    • For parameter controls, the child control must be linked to a dataset column.

    • For filter controls, the child control must be linked to a filter (instead of showing only specific values).

    • The parent control must be one of the following:

      • A string, integer, or numeric parameter control.

      • A string filter control (excluding top-bottom filters).

      • A non-aggregated numeric filter control.

      • A date filter control (excluding top-bottom filters).

    To create a cascading control, do the following:

    1. Choose Show relevant values only. Note that this option might not be available for all filter control types.

    2. In the Show relevant values only pane that opens, choose one or more controls from the available list.

    3. Choose a field to match the value to.

    4. Choose Update.

  3. When finished, choose Apply.