Adding filters to a Amazon QuickSight Q topic dataset - Amazon QuickSight

Adding filters to a Amazon QuickSight Q topic dataset

Sometimes your business users (readers) might ask questions that contain terms that map to multiple cells of values in the data. For example, let's say one of your readers asks Q, "Show me weekly sales trend in the west." West in this instance refers to both the Northwest and Southwest values in the Region field, and requires the data to be filtered to generate an answer. You can add filters to a topic to support requests like these.

To add a filter to a topic

  1. Open the topic that you want to add a filter to.

  2. In the topic, choose the Data tab.

  3. For Actions, choose Add filter.

    Image of the add filter button.

  4. In the Filter configuration page that opens, do the following:

    1. For Name, enter a friendly name for the filter.

    2. For Dataset, choose a dataset that you want to apply the filter to.

    3. For Field, choose the field that you want to filter.

      Depending on the type of field you choose, you're offered different filtering options.

      • If you chose a text field (for example, Region), do the following:

        1. For Filter type, choose the type of filter that you want.

          For more information about filter text fields, see Adding text filters.

        2. For Rule, choose a rule.

        3. For Value, enter one or more values.

      • If you chose a date field (for example, Date), do the following:

        1. For Filter type, choose the type of filter that you want, and then enter the date or dates that you want to apply the filter to.

          For more information about filtering dates, see Adding date filters.

      • If you chose a numeric field (for example, Compensation), do the following:

        1. For Aggregation, choose how you want to aggregate the filtered values.

        2. For Rule, choose a rule for the filter, and then enter a value for that rule.

        For more information about filtering numeric fields, see Adding numeric filters.

    4. (Optional) To specify when the filter is applied, choose Apply the filter anytime the dataset is used, and then choose one of the following:

      • Apply always – When you choose this option, the filter is applied whenever any column from the dataset you specified is linked to a question.

      • Apply always, unless a question results in an explicit filter from the dataset – When you choose this option, the filter is applied whenever any column from the dataset you specified is linked to a question. However, if the question mentions an explicit filter on the same field, the filter isn't applied.

    5. When finished, choose Save.

      The filter is added to the list of fields in the topic. You can edit the description for it or adjust when the filter is applied.