AWS Quicksight | AWS Essentials

Key Takeaways

what's going on everybody welcome back to another video today we're going to be taking a look at quick site in [Music] AWS now quick site is aws's data visualization tool and so a lot of companies when they get into aws's ecosystem they have really simple needs for their data visualization and they just use the internal tool which is quick site it's not the most robust tool you've ever seen in your life but we're going to take a look and see how it actually works and I'll make a lot of comparisons to things like like powerbi and Tableau which are really popular data visualization tools so without further Ado let's jump on my screen and take a look let's scroll down let's go to analytics and under the analytics we have quick site right here now in order to get started with quick site we actually have to create an account so we have to sign up for quick site so let's go ahead and say sign up for quick site for the authentication method we just want to use the I Federated identities you can uh use some of these other ones if you'd like you sure specify your region make sure you fill out your account info and then down here you can uh use an existing Ro or you can just use the quick site manage Ro highly recommend just using default much easier and allow access and autodiscovery for these resources so if you want them to be able to use your S3 buckets be sure to click on your S3 bucket and we can say uh here's the bucket we want uh you know maybe I'll just choose both of them but here the buckets that we want you'd be able to access as well as all these other things as well and then we'll come down here and we don't want passionated reports and then we'll click finish so now it's creating our account then we'll get access in just a second all right that took about 10 seconds this is the name that I gave uh our account for quick site and let's go ahead and go to Quick site this is what's new in quick site let's go ahead and close out of that now this is the UI for quick site now just before we get into you know creating stuff and building stuff and all these different things I just want to talk about quick site in general this is WS is tool for data visualization and of course there are other options there's powerbi there's looker there's uh Tableau there's lots of different options and all those are perfectly acceptable and in fact in some instances they may be better for some things but within aws's ecosystem this is their bi data visualization tool and so because it's already integrated into all their services it does make it a little bit easier to use than some of the other ones um and that's what they're hoping for they're hoping you use their services and stay in their e EOS system so you don't have to go anywhere else for any service ever because AWS wants your money and your business of course now within quick site you can share reports you can create folders that you can uh share with customers and clients you can create dashboards you can of course create stories we have analysis data sets and topics and then over here we have some sample analysis so these are different um things that they've already created visualizations for but the first thing I want to show you is right over here in data sets now these are the data sets that we already have access to sales pipeline uh let's just click in on one we get a very slight overview of kind of what this data looks like we can refresh this data and so if we're connected to a data source we can refresh this or we can schedule this and then we can look at permissions and usage for people who have access uh to this data and how they can use it as well so just some interesting things within data sets if we want a new data set we just come in here and we specify where we want to pull in our data whether it's an S3 bucket or we want to upload a file or it's coming in from Athena there's a lot of different places uh that we can pull it in there is something up here I just want to note we're not actually going to be pulling in any data for this we're going to be using one of their samples just for demonstration purposes but there's something called Spice in here spice actually stands for super fast parallel inmemory calculation engine and it's used to do things really quickly in quick site but for example let's just say we were uh uploading a file we can choose uh SQL database output I don't even know what's in that file let's see what the preview says okay we have some products this is our products file but let's say we select next we want to bring in uh this file it's going to import it into spice and so that's going to cost money that's going to put it into their super fast parallel inmemory calculation engine and then you were going to pay for that service now that isn't always the case we don't have to uh we're not going to do that we're not we're going to cancel that import but you don't always have to do that especially you have other types of data connections to like my SQL or postra SQL you may not need that but just be aware of what that is cuz that does cost money let's go up here to Quick site we're going to come on back and let's take a look at some of these samples that they have let's go into this sales pipeline analysis so right now we're working with sample data and we're not going to be doing a full project in here in quicksite really what we're doing is just seeing how it works and how everything is built out and how you can customize and build out your own dashboards analysis as well so if you come in here you can see that we have different types of visualizations very standard types of visualizations uh for any bi tool and if we click into one of these let's say we're clicking into this one you'll see we have an x-axis a value and a color on the left hand side we also have all of our fields and you can see whether it's a dimension or if it is a measure next you can see that up here we have our data set this is the data that we are using and right here is the type of visualization chart now this should look really familiar if you're familiar with Tableau or powerbi both of which I have series on YouTube these are different types of visualizations that you probably have seen and so if we wanted to uh change this we can click on a different type of chart and it's going to visualize that data based off of that visual type it's not going to be extremely extremely useful these are ones that I would use all the time is just clicking on one of these and then filling in the access axis the value the color and all of these different things that it's prompting you to provide another thing you'll notice is we have different sheets up here so within this analysis we can add new sheets so we'll make this uh interactive and now we have a blank sheet here that we can build our visualizations off of let's say we wanted some type of dut chart in here we have our dut chart and it's going to uh prompt us to fill in what it actually needs so we need a value then we need a group slash color so let's say we want the uh region to be our group and color and for the value we'll do the weighted uh Revenue right here and we're going to do the sum that should work and now you can see that this is interactive you can go ahead and click on this you can click into these different options you can change these colors let's say we want to make this one uh black there we go and there's other options up here like format this uh visualization or if we want to maximize it or minimize it and if we want to add any more visualizations we just click add and we can add it right over here and so everything in here is quite customizable and you can rename these sheets let's call this one uh sum by region call it whatever we want this is just for this one uh visualization everything is in here is quite customizable now once we have our visualizations we have this properties right over here and we can change a lot of the titles subtitles if it's a dut chart we can make it large small medium we can show the total versus not showing the total so everything in here is very very customizable and we can specify if we want the data labels and the legend on so if we don't want the legend we can turn it off and on or if we don't want the data labels we can turn those off and on as well we also have over here an interactions tab so if you want to customize some of these interactions or if you want to customize some of these tool tips you can also do that as well which happens when you hover over it so right here on this right hand side it's giving us the uh field for region and the weighted and you'll notice when we hover over it you can see it's the US with the weighted Revenue so we can specify what we want in here maybe we want to um add something else maybe we want to add the date doesn't make sense for here but maybe the uh segment let's go ahead and do that then we hover over it you can see there's a count of the segment which is 12824 for this data set so you can customize these tool tips as well now when we're done with our visualizations we can come over here to file and we can publ this and save as analysis so just saving is going to save it for you to pick up later and do whatever you want with it but let's say we want to publish this publishing this dashboard we're just going to call this uh sample dashboard is going to make it available to everyone so let's go ahead and publish this dashboard so now we have uh this first sheet that was created by them but then we have the second one that was created by us now once we've published it we can then come over here and we can share this so we can share this dashboard and we can come in here and we can choose anyone who has access to Quick site we can say I want to share this with my colleague or the customer whoever it is and I want to use this the other thing that we can do is we can copy this embed code what you can do is you can say hey I want to embed this on my website or on this platform and I want to uh show this visualization you can embed that using the code uh from this right here we also can copy this link and so we'll copy the link come right over here and now we have access to this dashboard so anybody who has access to it can just use it as a link and that's really helpful as well but what I thought was really interesting uh within all this is the embedding code because not every bi tool is embeddable but quick site because of course it's with AWS it's all internet based it's not you know local to your computer it's very embeddable into almost you know anything you want to put it into so let's go back to our sample dashboard we'll go back to Quick site so that's our analysis but let's go over to our dashboards when we actually published our analysis it went right in here to our dashboard so now this is a completed dashboard we would again share with our internal teams or our customers we also can create data stories this is something you do need to upgrade in order to receive access to this but this is very very similar to data stories in something like Tableau if you've watched my Tableau series it's very very similar you can watch this uh video as well but you create these little stories you can add narrative and you know why the data is doing what it's doing and what impact that has and it's pretty good I personally don't use data stories all that much I mostly would create a lot of kpi metric dashboards and stuff like that but you know there are use cases for data stories of course lastly we have these folders let's go ahead and create a new folder let's call this one Alex the analyst folder once that folder is created we can come back to our dashboard we can right click on this and say add to folder then we need to specify our folder so we'll go to my folders and we'll add this and so now within my folder I click in here I have this dashboard now this is really just an organizational tool for the most part but when you start using this in a production environment you're going to have a ton of different dashboards and so you can come in here and create different ones for different customers different clients internal teams so that you can organize all these different dashboards and data stories and whatnot so you have it all in one place and so again that's just super usful really user friendly now this is really all we're going to cover in this video we're not doing a full project in quick site I'm really just demonstrating how to use it some of the things that they have in here that I think are really interesting and how you can publish and share and do all those things within quick site so I hope that that was helpful and if you have not already be sure to check out my full Azure and AWS course on analyst builder.com and if you like this video be sure to like And subscribe below and I will see you in the next video [Music]