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Amazon QuickSight
User Guide

Preparing a Data Set Based on File Data

Use the following procedure to prepare a data set based on text or Microsoft Excel files from either your local network or Amazon S3.

  1. Open a file data set for data preparation by choosing one of the following options:

  2. (Optional) On the data preparation page, type a new name into the data set name box on the application bar.

    This name defaults to the file name for local files. For example, it defaults to Group 1 for Amazon S3 files.

  3. Review the file upload settings and correct them if necessary. For more information about file upload settings, see Choosing File Upload Settings.

    Important

    If you want to change upload settings, make this change before you make any other changes to the data set. New upload settings cause Amazon QuickSight to reimport the file. This process overwrites all of your other changes.

  4. Prepare the data by doing one or more of the following:

  5. Check the SPICE indicator to see if you have enough capacity to import the data set. File data sets automatically load into SPICE. The import happens when you choose either Save & visualize or Save.

    If you don't have access to enough SPICE capacity, you can make the data set smaller by using one of the following options:

    • Apply a filter to limit the number of rows.

    • Select fields to remove from the data set.

    Note

    The SPICE indicator doesn't update to how much space you save by removing fields or filtering the data. It continues to reflect the SPICE usage from the last import.

  6. Choose Save to save your work, or Cancel to cancel it.

    You might also see Save & visualize. This option appears based on the screen that you started from. If this option isn't there, you can create a new visualization by starting from the data set screen.

Preparing a Data Set Based on a Microsoft Excel File

Use the following procedure to prepare a Microsoft Excel data set.

  1. Open a text file data set for preparation by choosing one of the following options:

    • Create a new Microsoft Excel data set, and then choose Edit/Preview data. For more information about creating a new Excel data set, see Creating a Data Set Using a Microsoft Excel File.

    • Open an existing Excel data set for editing. You can do this from the analysis page or the Your Data Sets page. For more information about opening an existing data set for data preparation, see Editing a Data Set.

  2. (Optional) On the data preparation page, type a name into the data set name box in the application bar. If you don't rename the data set, its name defaults to the Excel file name.

  3. Review the file upload settings and correct them if necessary. For more information about file upload settings, see Choosing File Upload Settings.

    Important

    If it's necessary to change upload settings, make this change before you make any other changes to the data set. Changing upload settings causes Amazon QuickSight to reimport the file. This process overwrites any changes you have made so far.

  4. (Optional) Change the sheet selection.

  5. (Optional) Change the range selection. To do this, open Upload Settings from the on–data set menu beneath the login name at the top right.

  6. Prepare the data by doing one or more of the following:

  7. Check the SPICE indicator to see if you have enough space to import the data set. Amazon QuickSight must import Excel data sets into SPICE. This import happens when you choose either Save & visualize or Save.

    If you don't have enough SPICE capacity, you can choose to make the data set smaller using one of the following methods:

    • Apply a filter to limit the number of rows.

    • Select fields to remove from the data set.

    • Define a smaller range of data to import.

    Note

    The SPICE indicator doesn't update to reflect your changes until after your load them. It shows the SPICE usage from the last import.

  8. Choose Save to save your work, or Cancel to cancel it.

    You might also see Save & visualize. This option appears based on the screen that you started from. If this option isn't there, you can create a new visualization by starting from the data set screen.