Creating a Dataset Using an Existing Data Source - Amazon QuickSight

Creating a Dataset 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. It 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 datasets without re-specifying connection information.

Creating a Dataset Using an Existing Amazon S3 Data Source

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

To create a dataset using an existing 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 dataset, choose Edit/Preview data. To create an analysis using the data as-is, choose Visualize.

Creating a Dataset Using an Existing Amazon Athena Data Source

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

To create a dataset from an existing Athena connection profile

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

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

    The Create a Data Set page displays.

  3. Scroll down to the FROM EXISTING DATA SOURCES section of the Create a Data Set page.

  4. Choose the connection profile icon for the existing data source you want to use. Connection profiles are labeled with the data source icon and the name provided by the person who created the connection.

    Choose the Create data set button to proceed.

    Amazon QuickSight creates a connection profile for this data source based only on the Athena workgroup. The database and table aren't saved.

  5. On the Choose your table screen, do one of the following:

    • OPTION 1: To write a SQL query, select the button for Use custom SQL.

    • OPTION 2: To choose a database and table, first select your database from the Database list. Next, choose a table from the list that appears for the selected database.

Create a Dataset Using an Existing Salesforce Data Source

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

To create a dataset 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. Choose one of the following:

    • Custom SQL

      On the next screen, you can choose to write a query with the Use custom SQL option. Doing this opens a screen named Enter custom SQL query, where you can enter a name for your query, and then enter the SQL. For best results, compose the query in a SQL editor, and then paste it into this window. After you name and enter the query, you can choose Edit/Preview data or Confirm query. Choose Edit/Preview data to immediately go to data preparation. Choose Confirm query to validate the SQL and make sure that there are no errors.

    • Choose tables

      If you prefer to connect to specific tables, for Data elements: contain your data, choose Select and then choose either REPORT or OBJECT.

      To prepare the data before creating an analysis, choose Edit/Preview data to open data preparation. Use this option if you want to join to more tables.

      Otherwise, after choosing a table, choose Select.

  6. On the next screen, choose one of the following options:

    • To create a dataset 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 dataset to decrease its size or apply a filter that reduces the number of rows returned. For more information about data preparation, see Preparing Datasets.

    • 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 Datasets.

Creating a Dataset Using an Existing Database Data Source

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

To create a dataset 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. Choose one of the following:

    • Custom SQL

      On the next screen, you can choose to write a query with the Use custom SQL option. Doing this opens a screen named Enter custom SQL query, where you can enter a name for your query, and then enter the SQL. For best results, compose the query in a SQL editor, and then paste it into this window. After you name and enter the query, you can choose Edit/Preview data or Confirm query. Choose Edit/Preview data to immediately go to data preparation. Choose Confirm query to validate the SQL and make sure that there are no errors.

    • Choose tables

      If you prefer to connect to specific tables, for Schema: contain sets of tables, choose Select and then choose a schema. In some cases where there is only a single schema in the database, that schema is automatically chosen, and the schema selection option isn't displayed.

      To prepare the data before creating an analysis, choose Edit/Preview data to open data preparation. Use this option if you want to join to more tables.

      Otherwise, after choosing a table, choose Select.

  5. Choose one of the following options:

    • Prepare the data before creating an analysis. To do this, choose Edit/Preview data to open data preparation for the selected table. For more information about data preparation, see Preparing Datasets.

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

      If you have enough SPICE capacity, choose Import to SPICE for quicker analytics, 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 dataset to decrease its size. You can also 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 Datasets.

    • Create a dataset and an analysis using the table data as-is and have the data queried directly from the database. To do this, choose the Directly query your data option. Then create an analysis by choosing Visualize.