Preparing a Dataset Based on Salesforce Data - Amazon QuickSight

Preparing a Dataset Based on Salesforce Data

Use the following procedure to prepare a Salesforce dataset.

  1. Open a Salesforce dataset for preparation by choosing one of the following options:

    • Create a new Salesforce dataset and choose Edit/Preview data. For more information about creating a new Salesforce dataset using a new Salesforce data source, see Creating a Dataset from Salesforce. For more information about creating a new Salesforce dataset using an existing Salesforce data source, see Create a Dataset Using an Existing Salesforce Data Source.

    • Open an existing Salesforce dataset for editing from either the analysis page or the Your Datasets page. For more information about opening an existing dataset for data preparation, see Editing a Dataset.

  2. (Optional) On the data preparation page, enter a name into the dataset name box in the application bar if you want to change the dataset name. This name defaults to the report or object name.

  3. (Optional) Change the data element selection to see either reports or objects.

  4. (Optional) Change the data selection to choose a different report or object.

    If you have a long list in the Data pane, you can search to locate a specific item by typing a search term into the Search tables box. Any item whose name contains the search term is shown. Search is case-insensitive and wildcards are not supported. Choose the cancel icon (X) to the right of the search box to return to viewing all items.

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

  6. Check the SPICE indicator to see if you have enough space to import the dataset. Importing data into SPICE is required for Salesforce datasets. Importing occurs when you choose either Save & visualize or Save.

    If you don't have enough SPICE capacity, you can remove fields from the dataset or apply a filter to decrease its size. For more information about adding and removing fields from a dataset, see Selecting Fields.

    Note

    The SPICE indicator doesn't update to reflect the potential savings of removing fields or filtering the data. It continues to reflect the size of the dataset as retrieved from the data source.

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

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