Getting started using Amazon QuickSight integration

1. Create a Amazon SageMaker Unified Studio project with QuickSight blueprint

   You must sign in to Amazon SageMaker Unified Studio by selecting Sign in with SSO and create a new project. For more information, see Create a new project.

   Note

   When creating the project, you must choose a project profile which has QuickSight blueprint added to it.

   1. Automatic resource provisioning

      When your project is created, the following resources are provisioned:

      • One restricted QuickSight folder per project. All new assets—like analyses, datasets, and dashboards—created using the project's data are scoped to this folder and cannot be moved outside of it. Only Amazon SageMaker Unified Studio, not end users, can grant access to this folder, enforcing centralized, policy-based control.

      • Real-time folder permission sync. Amazon SageMaker Unified Studio keeps the Amazon QuickSight folder's access permissions aligned with project membership. Whenever a user or group is added to or removed from the Amazon SageMaker project, those changes are reflected in the corresponding Amazon QuickSight folder.

      • Preconfigured QuickSight data sources for Athena and Amazon Redshift:

        • If the project profile includes the LakehouseDatabase blueprint, an Athena data source is created.

        • If the project profile includes the RedshiftServerless blueprint, a Redshift data source is provisioned.

   Note

   You can also enable Amazon QuickSight integration for existing projects in Amazon SageMaker Unified Studio. In the current release of Amazon SageMaker Unified Studio, this is only supported for projects that were created with a project profile where the QuickSight blueprint is added with the On demand deployment setting mode. For more information, see Amazon Quicksight in SageMaker Unified Studio. If this condition is met, you can then add the Amaon QuickSight environment to the existing project by invoking the CreateEnvironment API. For more information, see CreateEnvironment.

2. Get access to data

   Before visualizing data in QuickSight, your project must have access to the required data assets. You can get access in the following ways:

   1. Subscribe to data in Amazon SageMaker Catalog

      If the data assets are available in the catalog, you can request access to available data assets directly within Amazon SageMaker Unified Studio. Once approved, Amazon SageMaker Unified Studio configures necessary permissions. For detailed steps, see Data discovery, subscription, and consumption.

   2. Grant access through project's IAM Role

      Administrators grant access by assigning AWS Lake Formation permissions to the project's IAM role. This enables fine-grained control at database, table, and column level. For more information, see Granting data permissions using the named resource method.

   3. Create new connections

      You can create connections directly to Amazon Redshift and other third party sources like Oracle and Snowflake from Amazon SageMaker Unified Studio. You configure connection details and credentials securely and manage them within the project. For detailed steps, see Amazon Redshift compute connections and Data connections in Amazon SageMaker Lakehouse.

3. Open in QuickSight

   Once your project has access to the necessary datasets, you can start building visualizations in Amazon QuickSight. Amazon SageMaker Unified Studio provides two integrated paths for creating QuickSight datasets and analyses:

   1. Create a dataset manually in QuickSight

      1. From Project Overview, choose Actions and then choose Open QuickSight

      2. Choose from available data source(s) (Athena or Redshift)

      3. Create new dataset by connecting to data source tables or views or writing custom SQL query

      This approach gives you flexibility to define datasets as needed and combine data from different sources within your project. For detailed steps on creating a dataset from an existing data source, refer to Creating a Dataset Using an Existing Data Source.

   2. Create dataset from Data Explorer

      1. Navigate to Data tab in your project

      2. Select table or view to visualize

      3. Choose Visualize in QuickSight under Actions

      When you choose this option, Amazon SageMaker Unified Studio creates a QuickSight dataset using the selected table or view. The dataset is named after the table or view and is placed into the project's restricted folder in QuickSight. The dataset is immediately opened in a new browser tab, allowing you to begin building an analysis.

      From more information on building an analysis using the newly created dataset, see Working with an Analysis in QuickSight. For more information on joining your dataset with other datasets available within the project folder, see Joining datasets in QuickSight.

4. Publish QuickSight dashboards

   Once a dashboard is created, it is added to the project as an asset.

   Note

   Only dashboards that are created within the Assets sub-folder in Amazon QuickSight folder are added to the project.

   To view the newly created dashboard assets:

   1. Navigate to your project

   2. Select Assets under Project Catalog

   3. Find QuickSight dashboard listed as new asset

   Dashboard assets include:

   • AWS Account

   • AWS Region

   • Creation date

   • Dashboard name

   • Last updated

   • Owner

   • QuickSight account

   • URL

   For more information on editing asset metadata, see Updating asset metadata.

   Note

   Dashboard subscription is not supported at this time. The Subscribe button is inactive for dashboard assets.