Amazon Quick Sight
Amazon QuickSight is a powerful cloud-based analytics tool that makes data access and visualisation easy and accessible for everyone.
Preview of Quicksight once Signed In
Creation of Data set
In Amazon QuickSight, a dataset is the collection of data you import or connect to—such as files, databases, or applications—that you prepare and use to create analyses and visuals.
Let’s get hands-on with AWS QuickSight by starting with the creation of our first dataset.
- You can upload a csv file by clicking upload file
You can create a dataset by uploading a file, or you can set up a data source, which connects Quick Suite to data from external applications or databases.
I am uploading a simple csv file which contains data regarding Mental Health and Social Media
In order to do some alterations on the data like renaming the columns or adding new column, we need to click Edit/ preview data
Here you can add calculated fields based on formulas
For example, I am creating a new column user type based on age, if age greater than 30, User type will be adult and less than 30, User type will be Youth
Formula is ifelse({Age} < 30, "Youth", "Adult")
Here, You can see a new column user type getting generated on preview
based on our formula
You can also perform several other operations on the dataset like renaming the column, changing the data type and so on.
Now Lets save and publish the data set
Creation of Analysis
In Amazon QuickSight, an analysis is the workspace where you explore your data—adding datasets, creating visuals (like charts and tables), applying filters, and building insights before publishing them as dashboards.
Now, we have the dataset ready, its time to create analysis
Click on the Quick Sight logo and come to the base page, select Analysis from the left pane
Click Create Analysis button and Select the Dataset that we recently created and Click Select button
Here, You will be asked to create a new sheet for analysis.
Click Create button and proceed.
Now, We should be able to build visuals using Prompts
Click Build Visual and give a prompt
I am going to get a pie chart for the user type values indicating the percentage of Adults and Youths
If satisfied with the response, You can add it to Analysis by clicking ADD TO ANALYSIS button and It will be added to the sheet
You can also build required charts manually by picking the charts and configuring them from the visuals pane
Now, Let me add some more visuals
You can also modify the visual using prompts.
For example, if you want to change a vertical bar chart to a horizontal bar chart, you can simply ask through a prompt.
Here You go, The sheet with some more visuals added
Manage Q & A
Amazon QuickSight offers a useful option called “Manage Q&A,” which lets you control whether users can ask natural-language questions in your analysis and choose which data source—either a dataset or a linked topic—Q&A should use to generate answers.
Click on Manage Q & A button and select Use datasets for Build visual and Click Apply changes button
By selecting this option, we are instructing the analysis to use the datasets directly attached to it for both building visuals and answering Q&A queries.
Publishing the dashboard
Now, Its time to publish the dashboard
Click the Publish Button on the top right
Make necessary configurations and click publish button
Now, Click on the Amazon Quick Sight Logo to navigate to the base page.
Select Dashboards from Left pane
You should be able to see the recently published dashboard
Topics in Amazon Quick Sight
A topic is a curated data layer in QuickSight that makes natural-language querying (Q) more accurate, secure, and easier for business users. It help users get relevant answers through natural language queries.
Note: If you want to define a Topic, A subscription to QuickSight Author Pro is required
Lets start by defining a topic for our current dataset to analyse further.
On the Left pane, click Topics and then click create topic button.
Specify a topic name and description and Check Enable Q & A and Click Continue
Now Select the dataset and click Create button
Please wait for couple of minutes while our topic is getting created
Here You go, Our topic is ready.
Refresh Schedule in Topic
A Topic is built on a dataset. The refresh schedule decides how frequently that dataset is refreshed so your Topic always answers questions using the latest data.
Now let us learn about how to setup refresh schedules on Topic
Navigate to the corresponding topic
Go to Data tab and click on Datasets
Now You can create a topic refresh schedule from here
You can also refresh the data manually
Data Fields in Topic
Data fields are the columns from your dataset that you add to a Topic so QuickSight Q can understand them.
These fields help Q answer natural-language questions correctly.
Now, Lets work on the Data fields
Here You can select the field you want to include and add some synonyms
Synonyms are alternative words or phrases that you assign to a data field, named entity, or metric so that QuickSight Q can understand different ways users might ask the same thing.
They improve natural-language understanding.
NAMED ENTITY
Named Entities are custom business terms you define inside a Topic so QuickSight Q can understand natural language questions more accurately.
They represent real-world concepts that may not exist as a single column in your dataset.
For example I am creating a Survey Participant with the following basic fields
Now its Question Time
Click on Ask about this topic and Ask some questions
The good thing is that You will get some questions as suggestions
Post some questions and verify the answer and Click the button Mark as verified. You can also change the interpretation by clicking the pencil icon
Now In the suggested Questions tab, Inside Verified Tab, You will be able to view the Questions which you have posted and marked as verified
You can also view the Questions came as suggestions on AI generated section
Quick Come back to Analysis
Now Coming back to Analysis, We had a Manage Q & A button and on clicking that we get one more option Use a linked topic for Build visual and Q&A. When user selects this option, Q&A uses Topic instead of your dataset ensuring better accuracy, cleaner data, and consistent business logic.
Scenarios in Quick Sight
In Amazon QuickSight, Scenarios are guided, AI-powered question prompts that help users explore data quickly using natural language.
They act like predefined, business-friendly question templates that users can click on instead of typing their own queries.
A Scenario is basically a:
Pre-built conversational workflow
Designed around a specific business use case
Powered by Q (natural language) + your dataset
That guides the user through steps such as:
“Analyze trends → explore causes → compare segments → generate insights → recommend actions”
So instead of users typing questions freely, a scenario provides a structured set of prompts tailored to your business problem.
Lets create a Scenario and Move further
Click the Quick sight logo and go the base page. Click on Scenarios **from the left pane and Click **Create Scenario button
Provide a description of the business problem and add data
Data can be added by uploading files or Selecting from Quick Sight Dashboards
Now I am going to select the data from Dashboards, Let me click on the Find Data button and Select the Dashboard we published and select required visuals. Click Add button to proceed further
Now, You can Preview the data and Select the fields you want from the dataset and click Add Data button to proceed further
Lets wait for a couple of minutes and click Start Analysis button
Provide a prompt and click submit button to start the thread
I gave a prompt
Identify factors affecting happiness index.
Lets See the result
It gave me a lot of information
You can continue the thread by clicking the + button below the generated result and describe what you want to analyze next.
You can also start a new thread from the top to run a fresh analysis.
The good thing is that you will be also getting prompt suggestions and you can use them if you want
Let me also Rename to Scenario from New Scenario to Social Media Overview
You can Share the Scenario created to team members/ Users by clicking Share button on the top right
Now, Its time for Story Telling
Stories
A Story in QuickSight is a curated, step-by-step presentation created from visuals in your analysis.
It lets you:
Highlight key insights
Walk users through findings in order
Add explanations or commentary
Turn your analysis into a narrative experience.
Lets create a story about our Mental Health and Social Media Analysis
Click on the Quick Sight Logo and Navigate to Stories from Left Pane
Click Create Story button to proceed further
Here Describe Your story as well as add some visuals
Here You should be able to add Visuals from the Dashboard you have published
Click Build button to proceed further
Wait for a couple of minutes to get our story served
Here you go, We have a beautiful story served
You should be able to edit the story according to your taste and Preview it as well before getting published
Lets go back to the Story editor and do some edittings
You can customize the story theme and adjust the animations for how each block appears.
You can add your own block by clicking the + button add content to it
You can also move the block up /down
duplicate it or delete it
Another fantastic feature is You can alter the lines of each block to longer or shorter using edit the narrative option given by Amazon Q
and Finally You should be able to publish and share the Story by clicking the Share button and selecting the users, Click Publish and Share button
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