Getting Started with Amazon QuickSight Q - Amazon QuickSight

Getting Started with Amazon QuickSight Q

 Applies to: Enterprise Edition 
   Intended audience: Amazon QuickSight administrators and authors 

To get started using Amazon QuickSight Q, first get the Q add-on for your QuickSight account and specify the AWS Regions that you want the subscription to be available for. Pricing for the add-on applies to your entire QuickSight account and isn't specific to a Region. After you subscribe to Q, QuickSight authors can create topics, ask questions, and share topics with QuickSight readers. QuickSight readers can also ask questions using the Q bar.

To help you create effective topics and practice asking Q questions about your data, QuickSight offers a step-by-step setup and getting started video. You can also find an interactive walkthrough that shows you how to ask questions about a topic using the Q bar, create topics, and optimize topics for natural language.

To learn more about QuickSight Q, watch this QuickSight Q Overview video.

Step 1: Get the Q Add-On

Use the following procedure to get the Q add-on.

To get started with Q

  1. On the QuickSight start page, choose your user name at upper right, and then choose Manage QuickSight.

  2. Choose Your subscriptions at left.

  3. On the Manage Subscriptions page that opens, choose Get Q add-on.

  4. On the Get QuickSight Q add-on page that opens, choose the AWS Regions that you want to get the add-on for, and then choose Continue. For a list of supported AWS Regions for QuickSight Q, see Supported AWS Regions for Amazon QuickSight Q.

    You can find details about the subscription pricing for the Q add-on at the top of the page.

  5. On the next page, choose one of the following workshops for your QuickSight authors to learn how to use Q, and then choose Continue:

    • 1-day Q workshop for authors – When you choose this option, someone from our Sales team will contact you to schedule a day-long workshop. During the workshop, you can build a proof-of-concept Q environment with your own data. You also can learn data modeling best practices for Q. The workshop also shows how to create and share topics with readers in your organization. You can get started using Q right away when you choose this option.

    • Custom Q workshop for authors – When you choose this option, our experts will work with you to design a customized training and support program based on your needs. After you complete the training, you have full access to Q features. In the meantime, you can familiarize yourself with Q by watching our getting started video. You can also practice creating topics that are natural-language-friendly by using sample data.

  6. On the next page, review the Q add-on pricing information and then choose Confirm subscription.

    Q might take several minutes to set up. When it's finished setting up, a status bar at the top of the Topics page confirms that you're subscribed and that setup is complete.

    You can manage your Q subscription anytime. To do this, choose your user name at the upper right of any QuickSight page, choose Manage QuickSight, Your subscriptions, and then choose Manage regions at right of QuickSight Q add-on.

Step 2: Create a Sample Q Topic

We strongly recommend that you create a sample topic to start learning to use Q after setup is complete. The sample topic includes a sample sales dataset and corresponding topic configurations to answer questions about the sales data. After the sample topic is ready, Q walks you through how to ask questions using the Q bar and how to create and configure topics.

To create a sample topic

  1. On any page in QuickSight, choose Topics at left.

  2. On the Topics page, choose New Sample Topic.

    
                            Image of the QuickSight Topics page on first run.
  3. On the Topics page, choose New Sample Topic.

    The topic creation process begins. This might take several minutes. While you wait, we recommend watching the getting started video. It contains the most important steps authors need to do to create a successful topic.

Step 3: Explore the Sample Topic

When the sample topic is ready, you can follow a step-by-step walkthrough to familiarize yourself with the topic workspace and to learn best practices for creating successful topics. Use the following procedure to learn how.

To explore the sample topic

  1. Choose Explore topic.

    
                            Image of the QuickSight Topics page when the sample topic is ready.

    The Topics page opens. Here you can see a list of all your topics. Each listing includes the topic name, refresh history, number of questions asked using it, and feedback data. Because this is your first time using Q, only the sample topic Software Sales is listed.

    
                            Image of the QuickSight Topics page with the sample topic listed.
  2. Choose the sample topic, Software Sales.

    The topic opens to the topic Summary page. Here you can see how your readers engage with your topic and what feedback and ratings they give on the answers provided. Here you can also see a list of the datasets used to create the topic.

  3. Choose the Data tab.

    
                            Image of the Data tab.

    The Data tab lists all the fields in your topic. Here you can configure your metadata to make your topic more natural-language-friendly and to improve your topic performance.

    The step-by-step walkthrough points out the following four best practices for configuring natural-language-friendly topics. Choose Next on the walkthrough to follow along with each of the following best practices:

    1. Exclude unused fields – Remove any fields that you don't want included in answers to your readers' questions. In this example, the field Row ID was removed. As a result, Q doesn't index the Row ID field as a term or use any of its values (customer mailing addresses) in answers.

      To exclude a field, turn off Include.

      
                                    Image of excluding a field.
    2. Verify friendly field names – Rename fields to use names that your readers might use when asking a question about the topic. In this example, the author renamed the field cstmr_nm to Customer.

      To rename a field, choose the pencil icon at the right of the field name and then enter a name for the field.

      
                                    Image of renaming a field.
    3. Add synonyms to fields – Not everyone in your organization knows the names of your fields, so it's necessary to include commonly used terms for your fields as synonyms. In this example, the author added the synonyms buyer, purchaser, Company, and client to the Customer field. That way, if a reader asks, "Show me top 10 clients", Q knows they're referring to data in the Customer field.

      To add a synonym to a field, choose the pencil icon beneath the Synonyms column for the field, enter a word or phrase, and then press Enter on your keyboard. To add another synonym, choose the + icon.

      
                                    Image of adding synonym to a field.
    4. Review field configurations – To help Q understand your data and use it correctly to answer readers' questions, we recommend that you review and update your field details.

      Here you can specify how you want Q to use the field. Should it be used as a measure or a dimension? Is it a location, person, or a date? Should it be aggregated as a sum or a count by default? Is it currency or a number? In field details, you can specify this information. In this example, the Customer field has been configured as a Dimension with a default aggregation of Count distinct. It has also been identified as an Organization.

      To tell Q more about your fields, choose the field list at far right and then add your changes to the field details.

      
                                    Image of adding field.

    For more information about best practices and making topics natural-language-friendly, see Making Amazon QuickSight Q Topics Natural-Language-Friendly.

Step 4: Practice Asking Questions with the Q Bar

Now that you've explored the sample topic and its data, practice asking questions about it using the Q bar at the top of any QuickSight page. For a list of the types of questions that you can ask Q, see Types of Questions Supported by Q.

To ask questions using the Q bar

  1. Select a topic.

    To select a topic, choose the topic list at left of the Q bar, and then choose the topic that you want to ask about. Because the sample topic is the only topic that you have at this time, it's already selected for you.

    
                            Image of selecting a topic in the Q bar.
  2. Click or tap inside the Q bar and enter a question. Press Enter on your keyboard when you're finished.

    The sample topic includes several sample questions to ask Q. For example, if you enter Who had the most sales last quarter?, Q responds with a horizontal bar chart showing sales by customer in the previous quarter.

    
                            Animated image of asking a question in the Q bar.
  3. Review how Q interpreted your question. You can see a description of the visualization at upper left of the Q answer.

    
                            Image of the description of a Q answer.

    Notice how Q underlined key terms in the question also. Those are the terms Q mapped to data fields in the topic. In this example, the term customer was mapped to who; sales was mapped to the sales field; and quarter was mapped to the previous quarter field.

    
                            Image of highlighted terms in a question in the Q bar.

    Q knows how to map these terms to data fields in the topic because the owner of the topic configured it to be natural-language-friendly. However, if you ask a question that Q doesn't know how to interpret, you can improve Q's accuracy by providing feedback and making corrections, as described later.

  4. Change the chart type. To do this, choose the bar chart icon at the answer's upper right, and then choose the type of chart that you want.

    
                            Animated image of changing the chart type of a Q answer.

For more information about asking questions using the Q bar, including the types of questions Q recognizes, see Asking Questions with Amazon QuickSight Q.

Now that you've explored the sample topic and practiced asking questions, you're ready to start creating topics and asking questions about them. To learn how, continue to Working with Amazon QuickSight Q Topics.