Amazon QuickSight is a business intelligence (BI) service that allows you to visualize and analyze data in the cloud. With QuickSight, you can quickly create and publish interactive dashboards, analyze large datasets, and gain insights to make better business decisions.
Audience
This tutorial is designed to help beginners get started with Amazon QuickSight, a cloud-based business intelligence service. It will cover topics such as setting up a QuickSight account, creating data sets, creating visualizations and dashboards, as well as sharing and publishing your work. Along the way, we will provide tips for using QuickSight more efficiently and effectively. After completing this tutorial, you should have a good understanding of how to use QuickSight to analyze data and create visualizations and dashboards.
Prerequisites
1. Basic knowledge of AWS services
2. Understanding of relational databases and data warehousing
3. Familiarity with SQL queries
4. Working experience with Amazon Redshift or Amazon Athena
5. Knowledge of data visualizations and analytics concepts
AWS Quicksight – Overview
Amazon QuickSight is a cloud-based business intelligence (BI) service from Amazon Web Services (AWS). It helps organizations quickly and easily analyze data to gain insights. Amazon QuickSight provides a variety of features to help users unlock insights from their data. It’s simple to set up and use, and provides a pay-as-you-go pricing model that makes it cost-effective for businesses of any size. With Amazon QuickSight, you can easily create interactive visualizations and dashboards, query large datasets, and perform predictive analysis with machine learning algorithms. You can also share insights with other users in your organization and collaborate on data exploration and analysis. Amazon QuickSight integrates with other AWS services, such as Amazon Redshift and Amazon Athena, allowing you to use data from a variety of sources.
AWS Quicksight – Landing Page
Amazon QuickSight is a business intelligence service from Amazon Web Services (AWS). QuickSight provides fast, easy-to-use, cloud-powered business analytics for all types of organizations. With QuickSight, you can quickly create interactive visualizations, perform ad-hoc analysis, and quickly gain powerful insights from your data. QuickSight is designed to be a cost-effective solution that empowers everyone in an organization to explore and analyze data to make better decisions.
AWS Quicksight – Using Data Sources
AWS QuickSight is a powerful visual analytics service that lets you quickly create and publish interactive dashboards. It is fully managed, serverless, and cost-effective. With QuickSight, you can easily connect to a variety of data sources and create meaningful visualizations for business decisions.
The first step to using QuickSight is to connect to a data source. You can connect to data sources such as Amazon Redshift, Amazon RDS, Amazon S3, Amazon EMR, Amazon Athena, and Amazon QuickSight. QuickSight also supports other sources such as Microsoft Excel, CSV files, JSON files, and Google Sheets. Once you have connected to your data source, you can then create visualizations and dashboards based on the data.
Once you have connected to your data source, you can then use QuickSight to explore your data and create visualizations. QuickSight allows you to create interactive visualizations with a few clicks. You can create charts, maps, and tables to get a better understanding of your data. You can also create custom visualizations based on your data.
Once you have created your visualizations, you can then publish your dashboard. With QuickSight, you can easily share your dashboard with others. You can also embed your dashboard in other applications.
QuickSight is a great tool for creating meaningful visualizations for business decisions. With QuickSight, you can easily connect to a variety of data sources and create interactive visualizations. You can also share your dashboard with others and embed it in other applications.
Uploading a file from system
Uploading a file from system in AWS Quicksight
1. Log into your AWS Quicksight account and create a new dataset.
2. Select “Upload a file from your computer” from the list of data sources.
3. Select the file from your system that you want to upload.
4. Select the appropriate file format (CSV, JSON, etc.)
5. Select the encoding type (UTF-8, UTF-16, etc.)
6. Select the data type for each column in your dataset.
7. Select the “Preview” button to preview the data before uploading.
8. Once you’re sure the data looks good, select the “Create dataset” button.
9. Your dataset will now be available in your AWS Quicksight account. system.
6. Select the Upload button.
7. Once the file has been successfully uploaded, you will be able to see the file in the Data Sets tab.
Using a file from S3 format
You can access files stored in Amazon S3 using a variety of methods. The most common methods are through the AWS Management Console, the AWS Command Line Interface (CLI), or software development kits (SDKs).
To access files stored in S3 using the AWS Management Console, you can log in to the AWS Management Console and open the Amazon S3 console. From here, you can select the bucket you would like to access, and then you can view, upload, download, and delete files as needed.
To access files stored in S3 using the AWS CLI, you can use the AWS CLI to download files from S3 by using the aws s3 cp command. This command takes two parameters: the source file and the destination file. For example, if you wanted to download a file from S3 to your local computer, you could use the following command:
aws s3 cp s3://my-bucket/my-file.csv my-file.csv
To access files stored in S3 using an SDK, you can use the AWS SDK for the programming language of your choice. Each SDK has its own set of commands and methods for accessing files stored in S3, so you will need to refer to the documentation for the SDK you are using.
MySQL
Following information is required when you connect to any RDBMS database
1.Database server address (IP or hostname)
2.Database name
3.Username
4.Password
5.Port number
Following RDBMS based data sources are supported in Quicksight −
1. Amazon Redshift
2. Amazon RDS
3. Amazon Aurora
4. PostgreSQL
5. MySQL
6. MariaDB
7. Oracle
8. SQL Server
9. Amazon Athena
10. Apache Hive
11. Apache Spark
12. Google BigQuery
13. Amazon S3
Athena
Amazon Athena is an interactive query service that makes it easy to analyze data in Amazon S3 using standard SQL. Athena is serverless, so there is no infrastructure to manage, and you pay only for the queries that you run.
Athena is easy to use. Simply point to your data in Amazon S3, define the schema, and start querying using standard SQL. Most results are delivered within seconds. With Athena, there’s no need for complex ETL jobs to prepare your data for analysis.
Athena is out-of-the-box integrated with AWS Glue Data Catalog, allowing you to create a unified metadata repository across various services, crawl data sources to discover schemas and populate your Catalog with new and modified table and partition definitions, and maintain schema versioning. You can use the AWS Glue Data Catalog to store the location, structure, and other information about the data sources that you want to access with Athena.
Amazon Athena is an interactive query service that makes it easy to analyze data in Amazon S3 using standard SQL. Athena is serverless, so there is no infrastructure to manage, and you pay only for the queries that you run.
With Athena, you can analyze a variety of data including logs, clickstream data, and geospatial data. Athena supports data formats such as CSV, JSON, ORC, Apache Parquet, and Avro. It is easy to use and you can get started in minutes.
Athena is perfect for quickly querying and analyzing data stored in S3. It is a cost-effective solution, because you only pay for the queries you run. You can also save your queries and share them with your team or use them in applications.
Deleting a data source
To delete a data source in QuickSight, go to the Data Sources page and select the data source you want to delete. On the data source details page, select the “Actions” drop-down menu and click on “Delete”. You will be prompted to confirm the deletion. Once you confirm, the data source will be permanently deleted.
AWS Quicksight – Data Source Limit
AWS QuickSight supports up to 25 data sources per user. This limit is subject to change and may increase in future releases.
Table and Query
Table:
A table in AWS Quicksight is a collection of data that is structured in rows and columns. Tables are used to store and visualize data, and can be created from a variety of sources such as databases, files, and streaming data.
Query:
A query in AWS Quicksight is a set of instructions used to retrieve data from a data source. Queries are written in the Quicksight Query Language (QQL), which allows users to filter, group, and join data from different sources. Queries can be used to create visualizations, customize data tables, and generate reports.
AWS QuickSight supports the following data types:
– Boolean
– Date/Time
– Decimal
– Double
– Integer
– Long
– String
– Geospatial
– Geometry
– Custom geospatial
AWS Quicksight – Editing Datasets
Amazon QuickSight allows you to edit datasets. You can edit datasets by accessing the Datasets page on the Amazon QuickSight console. From here, you can select the dataset you want to edit and then click “Edit”. This will open the dataset editor, where you can make any changes you need to the dataset. You can add new columns, delete columns, rename columns, and edit the data within each column. Once you are done editing the dataset, you can save it and it will be updated in Amazon QuickSight.
AWS Quicksight – Creating New Analysis
1. Log into your AWS account and select the QuickSight service.
2. On the QuickSight dashboard, select “New Analysis”
3. Select the data source you would like to use for your analysis.
4. Once your data is loaded, select the “Visualize” tab to start creating visualizations.
5. Select the type of visualization you would like to use for your analysis.
6. Once the visualization is created, you can customize it further by adding filters, sorting, and other parameters.
7. When you are done customizing your visualization, you can save it by selecting “Save”
8. To create a report, select the “Reports” tab and select “New Report”.
9. Select the visualizations you would like to include in the report, and customize the layout.
10. When you are done, you can save the report by selecting “Save”.
AWS Quicksight – Adding Visuals
1. To add visuals to your AWS Quicksight dashboard, first select the dashboard you would like to edit.
2. Once you are in the dashboard select the “Add Visual” button.
3. Select the type of visual you would like to add.
4. Select the data set you would like to use for the visual.
5. Select the fields you would like to include in the visual.
6. Adjust the visualization settings, such as color, size, shape, and other options.
7. Click the “Add Visual” button to add the visualization to your dashboard.
8. Finally, click the “Save” button to save your changes.
AWS Quicksight – Using Filters to a Visual
Filters can be used to focus the visualization on specific data points or values that you are interested in. To add a filter to a visualization, first select the visual you would like to filter. Then, select the “Filters” tab in the sidebar. You can then choose to “Add Filter”. You will then be able to choose the data field and type of filter you would like to add. You can also specify the values you would like to filter on. Once you have selected the filter criteria, click “Apply” and the visualization will be updated to reflect the filter.
AWS Quicksight – Insights
AWS QuickSight is an analytics and business intelligence platform developed by Amazon Web Services. It is designed to make it easy to analyze data and gain insights quickly. QuickSight enables users to visualize data and create dashboards and reports to share insights with others. It offers features such as data linking and interactive visualizations, which makes it easy to explore and gain insights from data. QuickSight also provides advanced data analysis capabilities, enabling users to uncover hidden insights and trends in their data. QuickSight is designed to be cost-effective for businesses of all sizes, and is available on a pay-as-you-go basis.
AWS Quicksight – Creating Story
1. Log into your AWS Quicksight account and choose the dashboard you want to create a story for.
2. Select the Story option from the top navigation bar.
3. Select the “+New story” option from the top right corner.
4. Give your story a title and select the Confirm button.
5. Select the “+ Add page” option from the bottom right corner.
6. Select the visualizations you want to add to the page from the left pane.
7. Drag and drop the visualizations to the page.
8. You can edit the visualizations and add annotations to explain the data.
9. Once you are done, select the “+Add page” option to add more pages to your story.
10. When you are done adding pages, select the “Publish” option at the top right corner to make your story available to other users.
AWS Quicksight – Using Parameters
AWS Quicksight is a cloud-based analytics service that allows users to quickly and easily create interactive visualizations of their data. It supports the use of parameters to customize visualizations. Parameters are user-defined values that can be used to filter data or control the behavior of visualizations. Parameters can be used to provide more flexibility and control over data visualizations. For example, a parameter can be used to specify a particular timeframe for a visualization, or to filter out certain data points that might be irrelevant to the analysis. Parameters can also be used to dynamically update visualizations, allowing users to quickly change the data that is being analyzed on-the-fly.
1. Open the AWS Quicksight dashboard.
2. Select the “Parameters” tab in the left-hand sidebar.
3. Click the “Create New Parameter” button.
4. Enter a name for your parameter.
5. Select the data type for your parameter.
6. Enter the values for your parameter.
7. Click “Create” to save your parameter.
AWS Quicksight – Sharing Analysis
AWS Quicksight provides a variety of ways to share your analysis with other users. You can share your analysis with other users by creating a dashboard or a report, or by embedding your analysis in an app or website.
To share a dashboard, go to the Dashboards section in the top navigation bar. Select the dashboard you want to share, then click the “Share” button in the top right corner. You can then type in the email addresses of the users you want to share the dashboard with, and give them either “Viewer” or “Editor” access.
To share a report, go to the Reports section in the top navigation bar. Select the report you want to share, then click the “Share” button in the top right corner. You can then type in the email addresses of the users you want to share the report with, and give them either “Viewer” or “Editor” access.
To embed your analysis in an app or website, go to the Share section in the top navigation bar. Select the dashboard or report you want to embed, then click the “Embed” button in the top right corner. You can then copy the embed code and paste it into the HTML of your app or website.
AWS Quicksight – Dashboards
AWS Quicksight is a cloud-based business intelligence (BI) and data visualization service that helps customers organize data and build interactive dashboards. It allows customers to quickly and easily access and analyze data from a variety of sources, including AWS services, on-premises databases, and flat files. With Quicksight, customers can quickly create visualizations and dashboards that enable them to make data-driven decisions. Quicksight also offers advanced features such as the ability to collaborate, share insights, and customize dashboards.
AWS Quicksight – Managing Quicksight
AWS QuickSight is a cloud-based business analytics service that makes it easy for customers to gain insights from their data. QuickSight provides customers with an intuitive interface to quickly create and publish visually rich dashboards and perform ad-hoc analysis. QuickSight also provides customers with the ability to drill down into the data and to create custom visualizations.
To manage QuickSight, customers can use the QuickSight console, which provides them with a comprehensive view of their QuickSight resources, including dashboards and data sources. Customers can also use the QuickSight API to programmatically access and manage their QuickSight resources.
In addition to the console and API, customers can use the QuickSight SDK to create custom applications that use QuickSight data. The SDK allows customers to programmatically access and manage their QuickSight resources and to create custom visualizations.
Finally, customers can use the QuickSight Security and Compliance features to protect their data and to ensure that it is accessible only to authorized users. They can also use the QuickSight Access Control features to control who can access their QuickSight resources.
AWS Quicksight – Edition Type
AWS QuickSight is a fully-managed business intelligence service that enables customers to easily create and publish interactive dashboards. It supports two editions: Standard and Enterprise.
Standard Edition: The Standard Edition allows customers to create and share interactive dashboards with their teams and stakeholders. It offers the ability to access data from a variety of sources, including Amazon Redshift, Amazon Athena, Amazon RDS, and Amazon S3. It also provides access to Amazon QuickSight ML, which allows customers to quickly build and deploy machine learning models.
Enterprise Edition: The Enterprise Edition provides customers with the same features as the Standard Edition, but also includes additional features such as advanced data security, enterprise-level scalability, and the ability to access data from a variety of enterprise sources. It also provides access to Amazon QuickSight ML, which allows customers to quickly build and deploy machine learning models. Additionally, the Enterprise Edition provides customers with access to a dedicated support team and a range of analytics solutions.
AWS Quicksight – Managing IAM Policies
To manage IAM policies for AWS QuickSight, you must first log in to your Amazon Web Services (AWS) account. Once logged in, navigate to the IAM dashboard.
Next, select the “Policies” tab on the left side of the dashboard. Here you will see a list of all the existing IAM policies associated with AWS QuickSight.
From this page, you can create a new policy or edit an existing one. To create a new policy, select the “Create policy” button at the top right of the page.
When creating a new policy, you can determine the scope of access that should be granted to a particular user or group. You can also set specific permissions that can be applied to the policy.
Once you have finished creating the policy, you can attach it to a user or group by selecting the “Attach” button on the policy page. This will allow the user or group to access the AWS QuickSight service.
Finally, you can view and manage the IAM policies associated with AWS QuickSight by selecting the “Manage” button at the top right of the page. This will allow you to view the list of policies associated with AWS QuickSight and make any necessary changes.
IAM policy for dashboard embedding
{
“Version”: “2012-10-17”,
“Statement”: [
{
“Sid”: “AllowEmbeddingDashboard”,
“Effect”: “Allow”,
“Action”: [
“quicksight:DescribeDashboard”,
“quicksight:ListDashboardVersions”,
“quicksight:GetDashboardEmbedUrl”
],
“Resource”: [
“arn:aws:quicksight:<region>:<account-id>:dashboard/<dashboard-id>/*”
]
}
]
}
AWS Quicksight – Embedding Dashboard
AWS QuickSight provides a powerful and easy-to-use dashboard for embedding analytics. You can easily embed your QuickSight dashboard into any website or web application using the embedded JavaScript SDK and iframe integration. You can also customize the look and feel of your dashboard by using themes and styling options. Additionally, QuickSight allows you to create interactive and dynamic dashboards by using visualizations, filters, and other features. With QuickSight, you can quickly and easily share insights with your team, customers, and other stakeholders.
Embedding Dashboard
1. Log into your account and select the dashboard you wish to embed.
2. Select the “Embed” option, located on the upper right-hand corner of the dashboard.
3. Copy the code provided by the embed feature.
4. Log into the site or application where you wish to embed the dashboard.
5. Paste the code into the appropriate section of the site or application.
6. Save the changes and preview the embedded dashboard.
AWS Quicksight – AWS SDKs
AWS offers a variety of SDKs (Software Development Kits) that make it easy to integrate AWS services into applications. The AWS Quicksight SDKs provide APIs for creating and managing visualizations, dashboards, and datasets with Amazon QuickSight. The SDKs provide a simple, programmatic interface that allows you to quickly and easily create, manage, and publish visualizations, dashboards, and datasets with Amazon QuickSight.
To use AWS SDK’s, you should be familiar with the following topics:
1. AWS Identity and Access Management (IAM): IAM is the service that allows you to manage access to AWS services and resources securely. You must understand how to create and manage users, groups, roles, and access policies.
2. Amazon S3: Amazon S3 is an object storage service that provides secure and durable storage for your data. You should understand how to create buckets, upload and download objects, and control access to objects.
3. Amazon EC2: Amazon EC2 is a web service that provides secure, resizable compute capacity in the cloud. You should understand how to launch and manage instances, set up security groups, and adjust networking settings.
4. Amazon DynamoDB: Amazon DynamoDB is a fast and flexible NoSQL database service for all applications that need consistent, single-digit millisecond latency at any scale. You should understand how to create tables, read/write data, and manage access.
5. Amazon CloudWatch: CloudWatch is a monitoring service for AWS resources and applications. You should understand how to create alarms and set up notifications when certain conditions are met.
6. AWS Lambda: AWS Lambda is a serverless compute service that runs code in response to events and automatically manages the underlying compute resources. You should understand how to create functions, configure triggers, and set up permissions.
AWS Quicksight – Developer Responsibilities
1. Design and develop interactive dashboards and visualizations using AWS QuickSight.
2. Develop SQL queries to pull data from existing databases and data warehouses.
3. Collaborate with stakeholders to understand business requirements and develop dashboards and visualizations to meet their needs.
4. Test and troubleshoot dashboards and visualizations for accuracy and performance.
5. Work with other teams to integrate QuickSight with other data sources and tools.
6. Develop and maintain documentation and technical specifications related to AWS QuickSight.
7. Analyze and optimize data queries and visualizations to ensure best performance.
8. Monitor and maintain QuickSight environments and ensure compliance with security and regulatory standards.