Steps to implement date range feature in QuickSight

Question

I am evaluating Quicksight to use as a BI tool for our application. In that process, I created a simple bar chart that shows realized return on a stock for a specific period (X-Axis: Realized Return, Y-Axis: Execution Date). However, our requirement is to let the user select a date range and display the realized return for that selected date range (on Y-axis). It would be helpful if someone can advise on the steps to implement date range feature on the charts in QuickSight.

Thanks, Venkat

Tried "Parameters" to implement date range filter to the chart but was unsuccessful.

Answer 1

You can add a date filter to the visualization. https://docs.aws.amazon.com/quicksight/latest/user/add-a-filter-data-prep.html

Once the filter is added to the visualization, you can also add it as a control to the Analysis/Dashboard to let the end user interact with it. https://docs.aws.amazon.com/quicksight/latest/user/filter-controls.html

Answer 2

• Select the visualization in QuickSight
• Open the "Parameters" view on the side bar
• Create a new parameter called "StartDate" of type "Datetime" with an appropriate default value
• Create a new parameter called "EndDate" of type "Datetime" with an appropriate default value
• For each parameter, click "Add control":

• Assign each control an appropriate name and date format
• Open the "Filters" view on the side bar
• Click "Add Filter" and select the field from your dataset that contains the date on which to apply the filter
• Edit the new filter
• Select the "Use parameters" checkbox
• Enter the "StartDate" and "EndDate" parameter names