Setting up parameters in Amazon QuickSight - Amazon QuickSight

Setting up parameters in Amazon QuickSight

Use the following procedure to create or edit a basic parameter.

To create or edit a basic parameter

  1. Choose an analysis to work with, and decide which field you want to parameterize.

  2. Choose the Parameters pane from the left side of the screen.

  3. Add a new parameter by choosing the add icon (+) near the top of the pane.

    Edit an existing parameter by first choosing the v-shaped icon near the parameter name and then choosing Edit parameter.

  4. For Name, enter an alphanumeric value for the parameter.

  5. For Data type, choose String, Number, Integer, or Datetime, and then complete the following steps.

    • If you choose String, Number, or Integer, do the following:

      1. For Values, choose Single value or Multiple values.

        Choose the single value option for parameters that can contain only one value. Choose multiple values for parameters that can contain one or more values. Multivalue parameters can't be datetime data types. They also don't support dynamic default values.

        To switch an existing parameter between single and multiple values, delete and recreate the parameter.

      2. (Optional) For Static default value or Static multiple default values, enter one or more values.

        This type of static value is used during the first page load, if a dynamic default value or URL parameter isn't provided.

      3. (Optional) Choose Show as blank by default.

        Select this option to show the default value for multivalue lists as blank. This option only applies to multivalue parameters.

    • If you choose Datetime, do the following:

      1. For Time granularity, choose Day, Hour, Minute, or Second.

      2. For Default date, select either Fixed date or Relative date, and then do the following:

        • If you select Fixed date, enter a date and time by using the date and time picker.

        • If you select Relative date, choose a rolling date. You can choose Today, Yesterday, or you can specify the Filter condition (start of or end of), Range (this, previous, or next), and Period (year, quarter, month, week, or day).

          
                                                    Set a rolling date for the parameter.
  6. (Optional) Choose Set a dynamic default to create a default that is user-specific.

    A dynamic default is a per-user default value for the first page load of the dashboard. Using a dynamic default, you can create a personalized view for each user.

    Calculated fields can't be used as dynamic defaults.

    Dynamic defaults don't prevent someone from selecting a different value. If you want to also secure the data, you can add row-level locking. For more information, see Using row-level security (RLS) with user-based rules to restrict access to a dataset.

    This option only appears if you choose a single value parameter. Multivalue parameters can't have dynamic defaults.

    Note

    If you choose a multivalue parameter, the screen changes to remove the default options. Instead, you see a box with the text Enter values you want to use for this control. You can enter multiple values in this box, each on a single line. These values are used as the default selected values in the parameter control. The values here are unioned with what you choose to enter for the parameter control. For more information on parameter controls, see Parameter Controls.

  7. Choose Create or Update to complete creating or updating the parameter.

After you create a parameter, you can use it in a variety of ways. You can create a control (such as a button) so that you can choose a value for your parameter. For more information, see the following sections.