Working with Data in Amazon QuickSight - Amazon QuickSight

Working with Data in Amazon QuickSight

People in many different roles use Amazon QuickSight to help them do analysis and advanced calculations, design data dashboards, embed analytics, and make better-informed decisions. Before any of that can happen, someone who understands your data needs to add it to QuickSight. QuickSight supports direct connections and uploads from a variety of sources.

After your data is available in QuickSight Standard edition, you can do the following:

  • Transform the dataset with field formatting, hierarchies, data type conversions, and calculations.

  • Create one or more data analyses based on your newly created dataset.

  • Share your analysis with other people so they can help design it.

  • Add charts, graphs, more datasets, and multiple pages (called sheets) to your data analysis.

  • Create visual appeal with customized formatting and themes.

  • Make them interactive by using parameters, controls, filters, and custom actions.

  • Combine data from multiple data sources, and then build new hierarchies for drilling down and calculations only available during analytics, like aggregations, window functions, and more.

  • Publish your analysis as an interactive data dashboard.

  • Share the dashboard so other people can use the dashboard, even if they don't use the analysis that it's based on.

  • Add more data to create more analyses and dashboards.

After your data is available in QuickSight Enterprise edition, you can do different things depending on your role. If you can build datasets, design analyses, and publish dashboards, you can do all of the things people using Standard edition can do.

In addition, these are some examples of additional tasks that you can do:

  • Create analyses that use QuickSight insights, including machine learning (ML) powered insights for forecasting, anomaly and outlier detection, and key driver identification.

  • Design narrative insights with text, colors, images, and calculations.

  • Add data from private virtual private clouds (VPCs) and on-premises data sources, with data encryption at rest.

  • Control access in datasets by adding row level security.

  • Refresh imported datasets every hour.

  • Share emailed reports.

If you develop applications or use the AWS SDKs and AWS Command Line Interface (AWS CLI), you can do the following and more:

  • Add embedded analytics and embedded interactive dashboards to websites and applications.

  • Use API operations to manage data sources and datasets.

  • Refresh imported data more frequently by using the data ingestion API operations.

  • Script, transfer, and make templates from analyses and dashboards by using API operations.

  • Programmatically assign people to security roles based on settings managed by system administrators.

If you perform administrative functions in QuickSight, you can do the following and more:

  • Manage security with shared folders to organize your teams' work and help them collaborate using dashboards, analytics, and datasets.

  • Add QuickSight to your VPC to enable access to data in VPC and on-premises data sources.

  • Protect sensitive data with finely grained access control to AWS data sources.

  • Manually assign people to the QuickSight author security role so they can prepare datasets, design analytics, and publish data dashboards at a fixed cost per month.

  • Manually assign people to the QuickSight reader security role so they can securely interact with published data dashboards on a pay-per-session basis.

If you who subscribe to dashboards, you can do the following:

  • Use and subscribe to interactive dashboards designed by your team of experts.

  • Enjoy a simplified uncluttered interface.

  • View dashboard snapshots in email.

  • Focus on making decisions with the data at your fingertips.

After you connect to or import data, you create a dataset to shape and prepare data to share and reuse. You can view your available datasets on the Your Data Sets page, which you reach by choosing Manage data on the Amazon QuickSight start page. You can view available data sources and create a new dataset on the Create a Data Set page, which you reach by choosing New data set on the Your Data Sets page.