Using Filter Controls - Amazon QuickSight

Using Filter Controls

When you're designing an analysis, you can add a filter control near the visuals that you want to filter. The control uses the theme settings so it looks like it's part of the sheet.

To add a filter control

  1. On the navigation pane, choose Filter to open the analysis that you want to work on. A list of existing filters appears.

  2. If you don't already have some filters available, use the following steps to create one:

    1. Choose a field by using the plus sign ( ) to access the Create a new filter list.

    2. The filter that's added has the default settings for the data type that you selected.

    3. For this example, you don't need to change the settings. When you're ready to customize a filter, see Adding a Filter for more information on the available options.

  3. Choose one of the existing filters and choose Add to sheet from the options menu (…) on the filter.

After you add a filter control to your analysis, you can resize it or drag it to different positions on the screen (sheet).

To move a pin a control to the top of a sheet

  1. On the filter control that you want to move, choose the options menu (…).

  2. Choose Pin to top to move the control to the top of the sheet, just below the field wells.

  3. (Optional) To unpin the control, choose Move to sheet from the options menu (…) on the control.

A filter control shares some settings with its filter. It applies to one, some, or all of the objects on the same page or sheet. Filter controls have a shortcut menu option that opens their source filter. You can use this to edit the filter settings or to learn what filter settings apply. For more information on available settings, see Adding a Filter.

To view or edit a filter

  1. On the filter control, choose Go to filter from the options menu (…).

  2. Do any of the following:

    • To identify which filter you're working with, observe which filter displays in the filter pane.

    • To view or edit the filter settings, open the filter by choosing its name.

    • To see other available filters, choose a different widget on the screen, for example a chart or an insight.

Depending on the data type of the field and the type of filter, the filter control has different settings available. Use these to customize the appearance of the filter control widget.

To alter the display settings of a filter control

  1. Choose the filter control so that it's highlighted on the screen.

  2. Open the control settings by choosing the Edit icon ( ).

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

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

  5. 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.

  6. For text fields with a filter control, for example dimensions, categories, or labels, you can choose from the following:

    • Text box – Displays a box where you can type an entry.

    • Multi select drop down – Displays a list where you can select multiple values at once.

    • Single select drop down – Displays a list where you can select a single value.

    For lists, you can specify the following:

    • 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 [ALL] option from the control values – Hides the keyword ALL so that it doesn't display in the list of values. Turn this toggle ON to hide ALL, and turn it OFF to show ALL.

  7. For dates or times with a filter control, you can choose from the following:

    • Date range picker – 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.

    • Relative date picker – Displays settings like the time period, its relation to the current date and time, and the option to exclude time periods.

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

  8. For numeric values with a filter control, you can choose from the following:

    • Single select drop down – Displays a list where you can select a single value. For lists, you can specify the following options:

      • 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 [ALL] option from the control values - Hides the keyword ALL so that it doesn't display in the list of values. Turn this toggle ON to hide ALL, and turn it OFF to show ALL.

    • 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 – Allows you to set the number of increments that the bar is divided into.

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