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Amazon QuickSight
User Guide

Creating a Data Set Using an Existing Data Source

After you make an initial connection to a Salesforce, AWS data store, or other database data source, Amazon QuickSight saves the connection information and adds the data source to the FROM EXISTING DATA SOURCES section of the Create a Data Set page. You can use these existing data sources to create new data sets without re-specifying connection information.

Creating a Data Set Using an Existing Amazon S3 Data Source

Use the following procedure to create a data set using an existing Amazon S3 data source.

  1. On the Amazon QuickSight start page, choose Manage data.

  2. On the Your Data Sets page, choose New data set.

  3. In the FROM EXISTING DATA SOURCES section of the Create a Data Set page, choose the Amazon S3 data source to use.

  4. To prepare the data before creating the data set, choose Edit/Preview data, to create an analysis using the data as-is, choose Visualize.

Creating a Data Set Using an Existing Amazon Athena Data Source

If you want to create a data set using an existing Amazon Athena data source, use the following procedure.

To create a data set using an existing Amazon Athena data source

  1. On the Amazon QuickSight start page, choose Manage data.

  2. On the Your Data Sets page, choose New data set.

  3. In the FROM EXISTING DATA SOURCES section of the Create a Data Set page, choose the Athena data source to use.

  4. Choose Create data set.

  5. For Database: contain sets of tables., choose Select, and then choose your Athena database.

    Note

    If you want to create a custom SQL query, click Edit/Preview data to edit a query. If you do this without selecting a table, you will see an error in the data preview area. You can safely ignore this. The error is saying that there is no data to display until your query is created.

  6. Choose one of the following options:

    • To prepare the data before creating an analysis, choose Edit/Preview data to begin data preparation. Choose to prepare data at this point if you are planning on writing a SQL query, rather than selecting data from a single table. For more information about data preparation, see Preparing Data Sets.

    • Otherwise, choose a table, and then choose Select to confirm.

  7. If you did not choose to prepare the data in the previous step, you will see the following screen.

    To load your data into SPICE, choose Import to SPICE. The green indicator shows whether or not you have space available.

    Alternately, you can choose to query your data without using SPICE. To do this, choose Directly query your data

  8. After choosing how to query your data, choose one of the following options:

    • To prepare the data before creating an analysis, choose Edit/Preview data to begin data preparation for the selected table. For more information about data preparation, see Preparing Data Sets.

    • To create a data set and analyze the data using the table as-is, choose Visualize.

Create a Data Set Using an Existing Salesforce Data Source

Use the following procedure to create a data set using an existing Salesforce data source.

  1. On the Amazon QuickSight start page, choose Manage data.

  2. On the Your Data Sets page, choose New data set.

  3. In the FROM EXISTING DATA SOURCES section of the Create a Data Set page, choose the Salesforce data source to use.

  4. Choose Create Data Set.

  5. For Data elements: contain your data, choose Select and then choose either REPORT or OBJECT.

  6. Choose one of the following options:

    • To prepare the data before creating an analysis, choose Edit/Preview data to open data preparation. For more information about data preparation, see Preparing Data Sets.

    • Otherwise, choose a report or object and then choose Select.

  7. Choose one of the following options:

    • To create a data set and an analysis using the data as-is, choose Visualize.

      Note

      If you don't have enough SPICE capacity, choose Edit/Preview data. In data preparation, you can remove fields from the data set to decrease its size or apply a filter that reduces the number of rows returned. For more information about data preparation, see Preparing Data Sets.

    • To prepare the data before creating an analysis, choose Edit/Preview data to open data preparation for the selected report or object. For more information about data preparation, see Preparing Data Sets.

Creating a Data Set Using an Existing Database Data Source

Use the following procedure to create a data set using an existing database data source.

  1. On the Amazon QuickSight start page, choose Manage data.

  2. On the Your Data Sets page, choose New data set.

  3. In the FROM EXISTING DATA SOURCES section of the Create a Data Set page, choose the database data source to use, and then choose Create Data Set.

  4. For Schema: contain sets of tables, choose Select and then choose a schema. Note that in some cases where there is only a single schema in the database, that schema will be automatically chosen and the schema selection option won't be displayed.

  5. Choose one of the following options:

    • To prepare the data before creating an analysis, choose Edit/Preview data to open data preparation. Typically, you would choose to prepare data at this point if you are planning on writing a SQL query rather than selecting data from a single table. For more information about data preparation, see Preparing Data Sets.

    • Otherwise, choose a table and then choose Select.

  6. Choose one of the following options:

    • To prepare the data before creating an analysis, choose Edit/Preview data to open data preparation for the selected table. For more information about data preparation, see Preparing Data Sets.

    • To create a data set and an analysis using the table data as-is, and to import the data set data into SPICE for improved performance (recommended), check the SPICE indicator to see if you have enough space.

      If you have enough SPICE capacity, choose the Import to SPICE for quicker analytics radio button and then create an analysis by choosing Visualize.

      Note

      If you want to use SPICE and you don't have enough space, choose Edit/Preview data. In data preparation, you can remove fields from the data set to decrease its size, apply a filter, or write a SQL query that reduces the number of rows or columns returned. For more information about data preparation, see Preparing Data Sets.

    • To create a data set and an analysis using the table data as-is, and to have the data queried directly from the database, choose the Directly query your data radio button and then create an analysis by choosing Visualize.