QuickSight Calculated Fields: Enhance Filtering with Parameters

Learn how to use QuickSight calculated fields and parameters to create dynamic, user-friendly filters for better data insights.

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Hello, I'm Dylan, a cloud developer at West Loop Strategy, an AWS partner. Today, we’ll explore how to use QuickSight calculated fields and parameters for advanced filtering.

Why Use Calculated Fields in QuickSight?

Standard filters don’t always provide the flexibility needed for data analysis. Calculated fields help create custom metrics for better insights.

By combining calculated fields with parameters, you can create user-friendly filtering options to control data dynamically.

Creating a Calculated Field for Profit Margins

Let’s create a calculated field to determine the percentage of sales that result in profit.

To do this, divide the Profit field by Sales.

This will give us a profit margin percentage for each sale in the dataset.

Building a Parameter for Dynamic Filtering

Next, we’ll create a parameter that allows users to filter data by profit margin groups.

Set the parameter type as a string and define the default selection.

To maintain a specific order, prepend numbers to the options (e.g., "1. Low Profit," "2. High Profit").

Connecting the Parameter to Your Visual

Now, create a calculated field that filters data based on the selected parameter.

Use an ifelse statement to return the profit margin when it matches the selected group.

Otherwise, return NULL to exclude irrelevant data.

Finalizing Your Filtered Visual

Apply a filter to exclude NULL values from the visual.

This ensures only relevant data appears when users select a profit group.

Users can now easily switch between different groupings to analyze trends.

Conclusion

By combining QuickSight calculated fields with parameters, you can create dynamic, user-friendly filters.

For more insights or QuickSight training, visit our website or follow us on LinkedIn.

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