Publishing a Dashboard - Amazon QuickSight

Publishing a Dashboard

Use the following procedure to publish and optionally share a dashboard. You can also use this procedure to rename a published dashboard. A renamed dashboard retains its security and emailed report settings.

  1. Open the analysis that you want to use. Choose Share on the application bar, and then choose Publish dashboard.

  2. Do one of the following:

    • To create a new dashboard, choose Publish new dashboard as, and then type a dashboard name.

    • To replace an existing dashboard, do one of the following. Replacing a dashboard updates it without altering security or emailed report settings.

      • To update it with your changes, choose Replace an existing dashboard and then choose a dashboard from the list.

      • To rename it, choose Replace an existing dashboard, choose a dashboard from the list, and then choose Rename. Enter a new name to rename the existing dashboard. When you rename a dashboard, it also saves any changes you made to the analysis.

  3. (Optional) Open the Advanced publish options.

    Note

    This is a scrollable window. Scroll down in the Publish a dashboard window to view all available options.

    There are some options that you can disable to simplify the experience for this dashboard, as follows:

    • For Dashboard options:

      • Leave Expand on-sheet controls by default cleared to show a simplified view. This is disabled by default. To show the controls by default, enable this option.

      • Clear Enable advanced filtering on the left pane to remove the ability for dashboard viewers to filter the data themselves. If they create their own filters, the filters exist only while the user is viewing the dashboard. Filters can't be saved or reused.

      • Clear Enable on-hover tooltip to disable tooltips.

    • For Visual options:

      • Clear Enable visual menu, to disable the on-visual menu entirely.

      • Clear Enable CSV downloads if your dashboard viewers don't need to be able to download data from the visuals in the dashboard. The CSV file includes only what is currently visible in the visual at the time they download it. The viewer downloads data by using the on-visual menu on each individual visual.

      • Clear Enable maximize visual option to disable the ability to enlarge visuals to fill the screen.

    • For Data point options:

      • Clear Enable drill up/down if your dashboard doesn't offer drillable field hierarchies.

      • Clear Enable on-click tooltip to disable tooltips that appear when the reader chooses (clicks on) a data point.

      • Clear Enable sort options to disable sorting controls.

  4. Choose Publish dashboard.

    If you renamed the existing dashboard, the top of the screen refreshes to show the new name.

  5. (Optional) Do one of the following:

    • To publish a dashboard without sharing, choose x at the upper right of the Share dashboard with users screen when it appears. You can always share the dashboard later by choosing Share from the application bar.

    • To share the dashboard, follow the procedure in Sharing Dashboards.

    After you complete these steps, you complete creating and sharing the dashboard. Subscribers of the dashboard receive email that contains a link to the dashboard. Groups don't receive invitation emails.