Exercise 1 – Duplicate your analysis (optional but recommended)

  1. Return to the QuickSight home page by clicking the logo in the upper left.
  2. Select Analyses on the left and open your analysis.
  3. Rename this analysis as Module 2.
  4. Click Save As towards the upper right of the analysis screen.
  5. Name this analysis copy as Module 3.

Exercise 2 – Cascading filters

  1. Select one of your visuals and then click on the Filter menu on the left.
  2. Add a filter for Region.
  3. Click on the name of the filter to expand it. Change the top dropdown from Only this visual to All applicable visuals.
  4. Click the vertical ellipsis icon and choose Add to sheet.
  5. Repeat 1-4 to add another filter for Subregion.
  6. Move both filter controls from the bottom of the analysis to the top right.
  7. Resize the Segment filter control and the insight to the left of it. Arrange all three filters so they fit nicely.
  1. Select the Region filter control and use the gear icon to open the control settings.
  2. Change the Style from Dropdown - multiselect to Dropdown. Click Apply.
  3. Select the Subregion filter control and use the gear icon to open the control settings.
  4. Click the Show relevant values only button. Check the box for Region equals.
    Now when you select a Region, the values of the Subregion control will show just the subset that belong to that Region.

Exercise 3 - Filter action with custom settings

  1. Select the line chart visual and then click on the Actions menu on the left of the screen.
  2. Click the Filter same-sheet visuals button.
  3. Select a data point in the line chart.
    Notice how it filters all the visuals on the dashboard to that month. However since the Forecast and Period over period insights require more than one month of data to function, we want to customize our Filter Action to not affect these visuals.
  4. Re-open the Actions menu if it is closed. Use the menu next to Action 1 (which was automatically created in step 2) and choose Edit.
  5. In the Target visuals section, change from All visuals to Select visuals.
  6. Uncheck the boxes for Period over period, Forecast, and Insight (the last one is the insight we used to add the comment on top. Click Save.
    Notice how now when you select a data point in the line chart, our insights ignore the filter but the rest of the visuals get filtered.

Exercise 4 - Navigation action to drill down on another sheet

  1. Click the Parameters menu on the left of the screen. Click Create one…
  2. Name it industry. Click Create.
  3. Select Custom actions on the next screen that pops up (or if you closed the screen just navigate to the Actions menu on the left).
  4. Select the Sales by Industry donut chart.
  5. Click the + button on the top of the menu to create a new action.
  6. In the Action type section, change the Action Name to See orders from «Industry» customers.
    Here we are inserting the Industry value name into the text that will show up when our readers click on a slice of the donut. Rather than typing «Industry» you can also insert fields using the vertical ellipsis icon right next to the Action Name.
  7. Change the Action Type to Navigation action.
  8. Change Target Sheet to Details.
  9. Click the + button next to the Parameters section.
  10. Select the industry parameter.
  11. In the second dropdown, select Field: Industry. Click Add.
  12. Click Save.
    Here we have set the action to navigate us to our Details sheet and set the industry parameter to be equal to the industry field value (donut slice) that gets clicked.
  13. Do a normal left-click selection on one of the donut slices. Notice our Filter Action we created in Exercise 1 is triggered. Now do a right-click on one of the donut slices. Notice the new option that says See order from Finance customers (may say a different industry depending on which one you right-clicked on. Select this new option and see how it navigates us to the Details sheet, but does not drill down on the industry we clicked on (yet!).
  1. Select the table and open the Filter menu on the left. Choose Create one… and select the Industry field.
  2. Click on the name of the filter to expand it. In the Filter Type section, change the first dropdown from Filter list to Custom filter.
  3. Check the box that says Use parameters. Click Yes on the next screen that pops up. Since there is only one visual on this sheet it doesn’t matter if we pick Yes or No. Usually you would choose Yes here assuming there are multiple visuals on the sheet and you want the filter to apply to all of them
  4. In the Select a parameter dropdown, choose the industry parameter.
  5. Click Apply.
  1. Go back to the Summary sheet and try the right-click navigation action again. Now notice that it not only navigates us to the Details sheet, but it also filters it to the industry we selected. This is because we are setting the parameter value as part of the navigation action and on our Details sheet we are using the parameter to drive our filter. This technique is used because filters are scoped to a single sheet whereas parameters are global across all sheets in the analysis/dashboard.

Exercise 5 - URL action

  1. Go to your Details sheet and select the table visual.
  2. Click on the Actions menu on the left.
  3. Click the Define a custom action button.
  4. For Action Name, type: Search for «{Contact Name}»
    Alternatively you can insert the Contact Name field using the vertical ellipsis icon.
  5. For Activation, choose Menu option.
  6. For Action Type, choose URL Action.
  7. For URL, type: https://google.com/search?q=«{Contact Name}»
  8. Click Save.
  9. Now try left-clicking or right-clicking any of the rows in the table and you will see a new option to search for that contact. While we are using an example of search in this exercise, you can see how you can open any URL and dynamically insert values of the data into it in order to look up details around a given data point in another system.

Optional (steps 10-15) - Let’s try one more example showing how you can trigger an email to be opened.

  1. Add another URL action. For the Action Name, put Email «{Contact Name}».
  2. For Activation, choose Menu option.
  3. For Action Type, choose URL Action.
  4. For URL, type: mailto:«{Contact Name}»?subject=Inquiry on order «{Order ID}»&body=Can you check out the details on order number «{Order ID}» please?
  5. Click Save.
  6. Try click on on one of the rows again and trigger the email action. See how it creates a new email with various parts of it pre-filled out.

Exercise 6 – Publish dashboard

  1. In the upper right of your screen, click Share and then Publish dashboard.
  2. Name it Module 3 - Interactivity.
  3. Choose Publish dashboard.
  4. Close the Share dashboard window that pops up. This is where you would add other users and/or groups you want to share with, but for now we will skip this.
  5. Test out the new interactivity we added for our Readers in this set of exercises (cascading filters, filter action, navigation action, URL actions).

Exercise 7 – Add an Alert

  1. While on the dashboard, navigate to the Summary sheet and select the YoY Sales KPI visual.
  2. In the visual menu, click the bell icon to set up an alert.
    Add a threshold such as 100,000.
  3. Click Save.
  4. While we wont be able to trigger this alert given our data is static, the conditions of this alert would be checked each time SPICE refreshes (or once a day for Direct Query datasets).

Optional (steps) We can force a SPICE refresh by editing our data set and adding a new calculated field to it. This will trigger the alert to be checked, and assuming the threshold you set is below the current value, you should receive an email.

  1. Return to the QuickSight homepage and browse to Datasets.
  2. Click on the dataset and chose Edit data set (or can edit the dataset from your analysis).
  3. Add a calculated field.
  4. Name it Refresh - ignore.
  5. For the formula, just put the number 1 in it. Click Save.
  6. Click Save & publish in the upper right of the Edit Dataset screen (or ‘Publish & visualize’ if you edited the dataset from the analysis itself).
  7. Wait a couple minutes and you should receive an email stating that the alert has been triggered.