QuickSight Calculated Fields: How to Create Custom Data Insights

Learn how to create QuickSight calculated fields to customize data and build better dashboards. Step-by-step guide for beginners.

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Why Use QuickSight Calculated Fields?

Sometimes, your dataset is missing a key field needed for analysis. QuickSight allows you to create calculated fields to fill those gaps.

These fields help in:

  • Aggregating values
  • Combining fields
  • Parsing data for better insights

You can create calculated fields during data prep or at the analysis level. For better performance, use them at the data prep stage.

Creating a Calculated Field in QuickSight

To create a calculated field, follow these steps:

  1. Open your analysis in QuickSight.
  2. Click the “+ Add” button in the top left.
  3. Select “Calculated Field” from the dropdown.
  4. Enter a unique name for your field.

The formula editor will open, allowing you to enter calculations using available fields and functions.

Using Functions in QuickSight Calculated Fields

QuickSight provides built-in functions like parseDate() and ifelse() for data manipulation.

For example, to filter sales data for the enterprise segment in the AMER region:

ifelse(segment = 'Enterprise' and region = 'AMER', sales, null)

This function ensures only relevant data appears in your report.

QuickSight also provides syntax hints and direct links to AWS documentation for learning more.

Validating and Adding to Visuals

Before saving, check for errors in your formula. If there’s an issue, QuickSight highlights it for easy debugging.

Once saved, find your new field in the dataset menu and add it to your visualization.

Use search to quickly locate your field and drag it into a chart or table.

Now you’re ready to create custom insights with calculated fields in QuickSight!

For more AWS analytics tips, visit our website and follow us on LinkedIn.

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