# Interacting with Amazon Quick Sight 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.
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 Quick Sight displays. It also has links to the Quick **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.
# Using filters on Amazon Quick Sight 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 Quick Sight 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.
## Viewing filters
To see the existing filters, choose **Filter** on the element settings menu, then choose to view filters. The filters display in the **Applied filters** panel in order of creation, with the oldest filter on top.
### Understanding filter icons in an Amazon Quick Sight dashboard
Filters in the **Applied filters** panel display icons to indicate how they are scoped and whether they are enabled.
A filter that isn't enabled is grayed out, and you can't select its check box.
One of several scope icons displays to the right of the filter name to indicate the scope set on that filter. The scope icon resembled four boxes in a square. If all boxes are filled, the filter applies to all visuals on the analysis sheet. If only one box is filled, the filter applies to the selected visual only. If some boxes are filled, the filter applies to some of the visuals on the sheet, including the one currently selected.
The scope icons match the ones that display on the filter menu when you are choosing the scope for the filter.
### Viewing filter details in an Amazon Quick Sight dashboard
To see filter details, choose **Filter** at left. The filter view retains your last selection. So when you open **Filter**, you see either the **Applied filters** or the **Edit filter** view.
In the **Applied filters** view, you can choose any filter to view its details. The filters in this list can change depending on the scope of the filter, and which visual you currently have selected.
You can close the **Edit filter** view by choosing the selector on the right. Doing this resets the **Filter** view.
# Filtering data during your session in Amazon Quick Sight
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.
1. You can use the filter icon on each widget's settings menu.
1. 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 (**\$1**) 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 Quick Sight](adding-a-filter.md).
# Using the elements on the Amazon Quick Sight 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.
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 in Amazon Quick Sight
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.
1. You can choose the filter icon at the upper right of one of the dashboard elements.
1. 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 and printing interactive Amazon Quick Sight dashboard reports
You can export or print a PDF version of an interactive dashboard. You can also export some visuals in a dashboard to a CSV. Exporting an entire dashboard to a CSV is not currently supported for interactive dashboards.
## Exporting data from a dashboard to a PDF
**To export an interactive dashboard report as a PDF**
1. From the dashboard report that you want to export, choose the **Export** icon at the top right.
1. Choose **Generate PDF**.
1. When you choose **Generate PDF**, Quick Sight will begin preparing the dashboard report for download. Choose **View downloads** in the blue pop-up to open the **Downloads** pane on the right.
1. There are two ways to download your report:
+ Choose **DOWNLOAD NOW** in the green pop-up.
+ Choose the **Export** icon at the top right, and then choose **View downloads** to view and download every report that is ready to download.
**To print an interactive dashboard report**
1. From the report that you want to print, choose the **Export** icon at the top right, and then choose **Print**.
1. In the **Prepare for printing** pop-up that appears, choose the paper size and orientation that you want. You can optionally choose to include the background color by selecting **Print background color**.
1. Choose **GO TO PREVIEW**.
1. In the preview window that appears, choose **PRINT**.
## Exporting data from a dashboard to a CSV
**Note**
Export files can directly return information from the dataset import. This makes the files vulnerable to CSV injection if the imported data contains formulas or commands. For this reason, export files can prompt security warnings. To avoid malicious activity, turn off links and macros when reading exported files.
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**.
# Generate an executive summary of an Amazon Quick Sight dashboard
Dashboard readers can generate executive summaries that provide a summary of all insights that Quick Sight has generated for the dashboard. Executive summaries make it easier for readers to find key insights and information about a dashboard at a glance.
When readers are viewing a dashboard that uses executive summaries, the **Executive summary** option is available in the **Build** dropdown list that is located in the top right of the Dashboard's page. Use the procedure below to generate an exeutive summary. If a dashboard doesn't use executive summaries, the **Executive summary** option does not appear in the **Build** dropdown list.
**To generate an executive summary**
1. In the dashboard that you want to work in, choose **Build**, and then choose **Executive summary**.
1. Choose **Summarize**. The executive summary is generated and the appears on the left.
Executive summaries use the data of the current dashboard sheet and visual settings. If the dashboard or visual settings are updated, a warning appears at the top of an executive summary. To refresh the executive summary of an updated dashboard, generate a new executive summary.
After an executive summary is generated, Amazon Quick readers can copy the summary to their clipboard in order to share with others, or include in a Quick Sight story. For more information about Quick Sight stories, see [Working with data stories in Amazon Quick Sight](working-with-stories.md).
# Customizing tables and pivot tables in Amazon Quick Sight
Reader customization for tables and pivot tables is enabled by default. You can change the visual to fit your analysis needs without requesting updates from the dashboard author. Your customizations are private – other readers of the same dashboard don't see your changes unless you share them.
**For dashboard authors**
To disable reader customization, choose **Format Visual**, choose **Interactions**, and then turn off **Reader Customization**. Republish the dashboard for the change to take effect.
You can customize tables and pivot tables in the following ways:
+ **Sort columns** – Organize data in ascending or descending order.
+ **Reorder columns** – Rearrange columns to reflect the order that matters most to you.
+ **Hide and show columns** – Focus on relevant data by hiding columns you don't need, and show them again when you do.
+ **Freeze columns** – Keep important columns visible while scrolling horizontally through large datasets.
+ **Add and remove fields** – Include additional fields from the dataset or remove fields you don't need.
+ **Change aggregations** – Modify how a measure is aggregated (for example, change from *Sum* to *Average*).
+ **Modify formatting** – Adjust field formatting directly in the dashboard view.
**Note**
Reader customization is supported for tables and pivot tables only. Other visual types don't support reader-level customization at this time.
## Sorting columns
To sort data in a table or pivot table, choose the column header that you want to sort by. Choose it again to toggle between ascending and descending order.
## Reordering columns
To rearrange columns, choose the column header menu and then choose **Move left** or **Move right**.
## Hiding and showing columns
To hide a column, choose the column header menu and then choose **Hide**.
To show hidden columns, choose any column header menu and then choose **Show all hidden fields**.
## Freezing columns
To freeze a column so that it stays in place while you scroll horizontally, choose the column header menu and then choose **Freeze column**.
This is useful for keeping key identifiers, such as region names or account numbers, visible while you review a wide table.
## Adding and removing fields
If the author has made additional fields available for customization, you can add or remove them from the visual.
**To add or remove fields**
1. On the table or pivot table, choose **Customize**.
1. In the field list, select the fields you want to add (for example, *City*, *Profit*, or *Quantity*).
1. To remove a field, clear its selection in the field list.
The available fields are determined by the author. By default, you can add back, remove, hide, show, reorder, and change aggregations for the fields that are already in the visual. Authors can extend this list to include additional fields from the underlying dataset.
## Changing aggregations
After you add or select a measure field, you can change its aggregation type. For example, you can change *Order Date* to aggregate by **Quarter**, or change *Quantity* from **Sum** to **Average**.
To change an aggregation, choose the field in the customization panel and then select a different aggregation type.
## Resetting to the default view
To discard all of your customizations and return to the author's original configuration, choose any column header menu and then choose **Reset visual**.
## Saving your customizations
Your customizations are saved automatically. When you return to the dashboard, your personalized view is preserved – you don't need to reapply settings each time you open the dashboard.
## Sharing customized views
You can share your customized view with other readers in the following ways:
+ **Share this view** – Generate a link that preserves your current filters, column selections, and ordering. Other users who open the link see the same view. This is useful for ad-hoc collaboration.
+ **Bookmarks** – Save your customizations as a bookmark for recurring use. Bookmarks capture visual customizations and applied filters, so you can return to your preferred view at any time. Bookmarks can be private or shared across teams.
## Exporting customized views
You can schedule and export your customized table or pivot table in the following formats:
+ PDF
+ CSV
+ Excel
This is useful for sharing data with stakeholders who don't have Amazon Quick Sight access or for offline analysis.
## Embedding behavior
When tables and pivot tables are embedded in an application, customization availability and persistence depend on the embedding method.
+ **Visual embedding (registered or anonymous users)** – You can customize the visual. Customizations are not persisted – the original dashboard is displayed when the page reloads.
+ **Dashboard embedding for registered users** – You can customize the visual. If state persistence is enabled through embedding options, your customized view is preserved on reload. If state persistence is not enabled, the original dashboard is displayed.
+ **Dashboard embedding for anonymous users** – You can customize the visual. Customizations are not persisted – the original dashboard is displayed when the page reloads.
The `createSharedView` SDK function supports generating a shared view from a customized embedded dashboard.
## Limitations
+ Reader customization is supported for tables and pivot tables only. Other visual types, such as bar charts, line charts, and KPIs, don't support reader-level customization.
+ The fields available for readers to add or remove are controlled by the dashboard author. If you need access to a field that isn't available, contact the dashboard author.