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Amazon QuickSight
User Guide

Navigating the User Interface

This chapter explains briefly how to use the Amazon QuickSight user interface. After you sign in to Amazon QuickSight, you see the Amazon QuickSight start page. The start page provides tabs for your analyses, your dashboards, and our tutorial videos. It also provides options for searching Amazon QuickSight, accessing your user account, creating new analyses, and managing data sources.

If you have autodiscovered data sources, your start screen will look like the following screenshot. Optionally, you can dismiss this data source information by choosing the X icon near the top right.

To view videos about Amazon QuickSight, choose the Tutorial videos tab. Choose a video to play it.

To access the user account menu, choose your user icon in the upper right of any page in Amazon QuickSight. Use this menu to manage Amazon QuickSight features, visit the community, send product feedback, get help from the the documentation, or sign out of Amazon QuickSight.

Manage QuickSight – If you have appropriate permissions, you can access administrative functions such as managing users, subscriptions, SPICE capacity, and account settings.

Community – Choose this option to visit the Amazon QuickSight online community.

Send feedback – This is your direct connection to the product team. Use this simple form to report problems, request features, or tell us how you are using Amazon QuickSight.

Help – This will open the official AWS documentation, which you can view online, in Kindle, or as a PDF.

Sign out – Choose this option to sign out of Amazon QuickSight and your AWS session.

Note

The following image also shows the region menu icon, which allows you to choose the AWS region where your work will be saved. Your default region is configured by your Amazon QuickSight administrator. Consult your administrator before changing your region.

Using the Amazon QuickSight Start Page

To see available dashboards, choose the All dashboards tab. Choose any dashboard to open it.

To see available analyses, choose the All analyses tab. This is the default tab when Amazon QuickSight opens. Choose any analysis to open it.

To create a new analysis, choose New analysis, near the top left. This takes you to Your Data Sets. Choose one to start analyzing it.

To see current data sets, or to create a new data set, choose Manage data, near the top right. This takes you to Your Data Sets, which displays the data sets that you have access to. (If they don't all fit on one page, there will be an option to navigate between pages.) From here, you can choose a data set to analyze.

To create a new data set from Your Data Sets, choose New data set. From here, you can upload a file, or you can create a new data set based on a data source (a connection to external data). Icons for new data sources are at the top of the screen. Icons for existing data sources are shown below them.

From the search bar, you can search for analyses and dashboards.

Searching Amazon QuickSight

From the search bar, you can search for analyses and dashboards.

To use the search tool, choose the search box at the top of the page. Then type in the name, or part of the name, of the data set, analyses, or dashboard you want to find. The search is not case sensitive.

After you've located the item you are looking for, you can open it directly from the search results. You can modify a data set, create an analysis from a data set, or access an analysis or dashboard. Choose an item from the search results to open it.