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Getting Started with Amazon QuickSight

Learn how to get analytical insights and create beautiful dashboards with Amazon QuickSight

Jen Underwood

Amazon QuickSight—a low-cost cloud analytics service for ad hoc data analysis, data visualization, dashboards, and data storytelling—allows you to quickly get insights from your data, and your QuickSight visualizations, dashboards, and stories can be shared with anyone, anywhere via the web, native mobile apps, or even embedded views in applications.

Analytics expert Jen Underwood shows you how quick and easy it is to get started with modern cloud analytics using Amazon QuickSight. After discovering how to load and connect to a variety of data sources and reviewing available options for data cleansing, preparation, and transformations, you’ll learn how to get insight into your data using interactive visualizations, dashboards, and stories and how to share your newly created analytical assets with colleagues. Jen then demonstrates how to take your analytics further with simple streaming and machine-learning integrations.

What you'll learn-and how you can apply it

By the end of this live, online course, you’ll understand:

  • The basic concepts of Amazon QuickSight and related cloud analytics offerings
  • How to use QuickSight to get insights from your data
  • Common QuickSight administration tasks

And you’ll be able to:

  • Administer an Amazon QuickSight account
  • Load and connect to a variety of data sources
  • Create new columns and calculations
  • Explore data and develop interactive visualizations, dashboards, and stories using QuickSight
  • Publish and share insights with your colleagues

This training course is for you because...

  • You are a beginner to intermediate-level business analyst or data professional who analyzes data and creates reports and dashboards.
  • You are a technical developer who wants to understand the fundamentals of Amazon Web Services analytics offerings for embedding into applications.


Materials and downloads needed:

  • A internet-connected machine with a web browser installed

About your instructor

  • Jen Underwood is a recognized analytics industry expert. She has over 20 years of “hands-on” development of data warehouses, reporting, visualization and advanced analytics solutions. In addition to keeping a constant pulse on industry trends, she enjoys digging into oceans of data. Jen is honored to be an IBM Analytics Insider, SAS contributor, former Tableau Zen Master, and previously held worldwide product management roles at Microsoft. Today she is an active analytics community member and founder of Impact Analytix, LLC.

    Jen has a Bachelor of Business Administration – Marketing, Cum Laude from the University of Wisconsin, Milwaukee and a post-graduate certificate in Computer Science – Data Mining from the University of California, San Diego.


The timeframes are only estimates and may vary according to how the class is progressing


  • The growing importance of cloud analytics
  • Amazon AWS cloud analytics overview
  • What is Amazon QuickSight?
  • Components and tools
  • Amazon QuickSight editions


Assessment 1—Quiz on available tools and use cases Getting Started

  • Working with data sources
  • Creating an analysis using your own local file data
  • Viewing loaded data
  • Creating an analysis using your own Amazon S3 data
  • Creating an analysis using your own database data
  • Connecting to Athena from QuickSight
  • Connecting to Kinesis


Assessment 2—Quiz on data sources

Working with datasets

  • Importing data into SPICE
  • Creating datasets
  • Editing a dataset
  • Refreshing imported data in SPICE
  • Sharing datasets
  • Deleting a dataset
  • Preparing datasets
  • Joining tables
  • Using a SQL query
  • Selecting fields
  • Changing fields
  • Creating a calculated field
  • Adding filters
  • Troubleshooting


Assessment 3—Quiz on data preparation

Understanding visualizations, dashboards, and stories

  • Creating a visualization
  • Exploring available visualization types
  • Adding visualizations with AutoGraph
  • Changing the visual layout
  • Formatting a visualization and applying color
  • Sorting and filtering visual data
  • Adding multiple contextual visualizations
  • Adding drilldowns and viewing details
  • Adding a dataset to an analysis
  • Modifying dataset fields in an analysis
  • Adding a calculated field in an analysis


Assessment 4—Quiz on data visualization

Developing a dashboard

  • Best practices for dashboard design
  • Creating a dashboard
  • Viewing dashboard data
  • Filtering dashboard data
  • Sharing dashboards


Assessment 5—Quiz on dashboards

Planning an effective data story

  • Building a data story
  • Viewing storyboards
  • Delivering insight on mobile devices
  • Tips and lessons learned for mobile analytics
  • Exploring the QuickSight mobile app


Assessment 6—Quiz on data storytelling and mobile

Using Amazon QuickSight with Amazon Athena unstructured data

  • Setting up Amazon Athena
  • Creating an Athena database
  • Creating an Athena table
  • Querying Athena data
  • Connecting QuickSight with Athena


Assessment 7—Quiz on using Amazon Athena IoT analytics with Amazon IoT, Kinesis, Athena, and QuickSight

  • Solution architecture
  • Understanding the components
  • Configuring Amazon S3, IoT, and Kinesis
  • Developing a dashboard


Assessment 8—Quiz on Amazon IoT analytics

Understanding QuickSight administration

  • The administration portal
  • Defining users
  • Managing user accounts in Amazon QuickSight Standard Edition
  • Managing user accounts in Amazon QuickSight Enterprise Edition
  • Managing permissions to AWS resources
  • Authorizing connections to AWS data stores
  • IAM actions for Amazon QuickSight
  • Managing subscriptions
  • Reviewing usage
  • Managing SPICE capacity