Importing Datasets

For the second video in our AWS Analytics Expert Series, join Duncan as he walks through adding Datasets into QuickSight.

Home
Resources

Hey, everybody. My name is Duncan, I'm a data engineer here with West Loop Strategy, an Aws partner. Today for our AWS Analytics Series, we're going to be talking about how to get your Datasets into QuickSight.

‍

Once you have QuickSight open, on the left hand side, you're gonna see data sets on that left menu. Go ahead and click into that and it's going to pull up a list of your current data sets. If this is the first time you're doing this, you're not going to have any. So on the top right, you'll hit that big blue button that says new Dataset. Once that opens, you'll see a screen that has a lot of Datasource options. This is one of the great features about QuickSight and one of the features our clients love is that it comes out of the box with a lot of options.

For today, we're going to be choosing Postgres. But for future reference, Aws databases are available, as well as Salesforce, Snowflake, and you can even upload a CSV from your computer. For my Postgres, I'm going to open it up. I'm gonna type in my credentials and go ahead and hit create Datasource. Once I have my Datasource open, I can hit create Dataset,choose my schema and pick my Dataset.

We highly recommend before hitting save that you use the Edit/Preview Data button. What that's gonna allow you to do is check that you have all the fields that you need. Make sure that your table is correct. Make sure that everything is where it should be. Once you feel confident in your Dataset, you can hit save and publish or visualize.

Now, if you made any changes to your Dataset, be sure to hit save and publish or it's all going to get deleted. Once you hit visualize, it's going to immediately take you into Analysis and you're on your way to making your first Dashboard.
‍

Thanks for joining me today! To find out more about how we help our clients use AWS cloud technology check out our website and follow us on LinkedIn.

Continue Series

You may also like

Lorem ipsum dolor sit amet, consectetur adipiscing elit.

View all
Parameter Controlled Filters in QuickSight
Parameter Controlled Filters in QuickSight

As part of the AWS Analytics Expert Series, Duncan is going to walk us through the process of building out filters in QuickSight with parameters. This is an important topic to understand, especially if you eventually want to embed your dashboards, since parameter values can be passed through a URL.

Building Calculated Fields
Building Calculated Fields

For the next video in our AWS Analytics Expert Series, Duncan is going to walk us through the steps required to create calculated fields in QuickSight.

QuickSight Visuals - Bar Charts
QuickSight Visuals - Bar Charts

As part of the AWS Analytics Expert Series, Duncan is continuing our discussion on specific QuickSight visuals. Tune in to discover the techniques you can implement to best utilize the features available with Bar Chart visuals.

F.A.Q.

Find answers to common questions about cloud migration and working with West Loop Strategy.

Why choose West Loop Strategy?

With 30+ years of industry experience and over 10 AWS certifications, we offer proven expertise to seamlessly transition your business to the cloud.

How does cloud migration work?

Cloud migration is the process of moving an organization's data, applications, and infrastructure from on-premises servers to the cloud. Our team of AWS certified Solutions Architects at Company Name is here to guide you through this transition, ensuring it's tailored to your business and its unique requirements. From initial assessment to seamless execution, we'll help you navigate the complexities of cloud migration with confidence.

What are the benefits of cloud migration?

Migrating to the cloud on AWS unlocks near limitless scalability, ensuring businesses can grow seamlessly without the burden of managing physical infrastructure. Coupled with AWS's stringent security measures and compliance certifications, organizations can trust their data is safeguarded at all times. Moreover, by optimizing resources and leveraging AWS's pay-as-you-go pricing model, companies can realize significant cost savings while accelerating innovation and agility.

How long does migration take?

The duration of an AWS cloud migration can vary greatly depending on factors such as the size and complexity of the infrastructure being migrated, the readiness of the organization, the level of expertise available, and the chosen migration strategy.

For smaller, less complex applications, a migration might take a few weeks to a couple of months. However, for larger enterprises with complex systems, the migration process could extend over several months or even years.It's essential to thoroughly plan and execute the migration, considering factors like data transfer, application refactoring, testing, and training.

Additionally, organizations should allocate time for troubleshooting and unforeseen challenges that may arise during the migration process. Working closely with AWS experts or utilizing AWS migration tools and resources can help streamline the process and ensure a successful migration within a reasonable timeframe.

What support does West Loop Strategy provide?

West Loop Strategy offers comprehensive support throughout the cloud migration process. Our customized migration plans prioritize your uptime and operational integrity, while the duration of the migration is tailored to the complexity of your infrastructure, ensuring a smooth transition with minimal disruptions.