Book Image

Effective Business Intelligence with QuickSight

By : Rajesh Nadipalli
Book Image

Effective Business Intelligence with QuickSight

By: Rajesh Nadipalli

Overview of this book

Amazon QuickSight is the next-generation Business Intelligence (BI) cloud service that can help you build interactive visualizations on top of various data sources hosted on Amazon Cloud Infrastructure. QuickSight delivers responsive insights into big data and enables organizations to quickly democratize data visualizations and scale to hundreds of users at a fraction of the cost when compared to traditional BI tools. This book begins with an introduction to Amazon QuickSight, feature differentiators from traditional BI tools, and how it fits in the overall AWS big data ecosystem. With practical examples, you will find tips and techniques to load your data to AWS, prepare it, and finally visualize it using QuickSight. You will learn how to build interactive charts, reports, dashboards, and stories using QuickSight and share with others using just your browser and mobile app. The book also provides a blueprint to build a real-life big data project on top of AWS Data Lake Solution and demonstrates how to build a modern data lake on the cloud with governance, data catalog, and analysis. It reviews the current product shortcomings, features in the roadmap, and how to provide feedback to AWS. Grow your profits, improve your products, and beat your competitors.
Table of Contents (15 chapters)
Effective Business Intelligence with QuickSight
Credits
About the Author
About the Reviewer
www.PacktPub.com
Customer Feedback
Preface

Building your first analysis under 60 seconds


With QuickSight, it is really easy to build your analysis with minimal effort. Let's do a test drive of QuickSight and build our first analysis using data from the US Department of Education that provides information about college tuition across all the states in the USA.

Downloading data

The dataset is available from the following public URL: https://catalog.data.gov/dataset/college-scorecard. Click on the Download icon as shown in the following screenshot to download raw data:

Figure 1.5: College scores raw data

Preparing data

The dataset has several files, one per each calendar year; for this demo, we will use the file MERGED2013_PP.csv. To simplify the analysis, I have selected a subset of the columns, changed all NULL to blank, changed PrivacySuppressed to blank, and uploaded this file to the following GitHub location: https://github.com/rnadipalli/quicksight/blob/master/sampledata/MERGED2013_PP.csv.

QuickSight navigation

Once you have registered and started QuickSight you will see the home page. Let's review the key navigation icons that you need to get used to, as shown in the next screenshot:

  • The QuickSight icon in the top-left is a quick way to get back to the home page

  • To upload new data, click on Manage data in the top-right

  • To create a new analysis, click on New analysis on the left-hand side below the QuickSight logo

  • To manage your account settings, click on the person icon in the top-right corner

    Figure 1.6: QuickSight navigation

Loading data to QuickSight

Let's explore the steps to load our data to QuickSight:

  1. From the QuickSight home page, click on Manage data icon.

  2. Next, click on the New data set icon and you will see Create a Data Set page with several options, as shown in the following screenshot. Select the Upload a file option and upload the MERGED2013_PP.csv file from your local desktop to AWS QuickSight:

    Figure 1.7: Uploading a CSV file

  3. After you have successfully uploaded the MERGED2013_PP.csv file, you will see a confirmation screen from QuickSight, as shown in the following screenshot. Click on the Next button to accept the defaults:

    Figure 1.8: Confirm upload file settings

  4. After the confirmation page, QuickSight imports the data to SPICE and provides quick access to visualization of the data, as shown in the following screenshot. Click on the Visualize button and then proceed to the next section:

    Figure 1.9: Data source details

Starting your visualizations

Now you are ready to start visualizing data using the built-in charts in QuickSight. Let's see how to create our first useful chart, which is also demonstrated in the next screenshot. Follow the steps to create a chart showing the average tuition fees by state:

  1. First select the horizontal bar chart from the Visual types.

  2. Next select the STABBR as the Y axis and TUITFTE as the Value field.

  3. Next in the Field wells option, change the Aggregate type of the value from the default Sum to Average.

The visualization is complete, as shown in the following screenshot, and now you can explore the chart and get more insights from the data:

Figure 1.10: Bar chart

Building multiple visualizations

QuickSight additionally supports line graphs, area line charts, scatter plots, heat maps, pie graphs, tree maps, and pivot tables. You can next add another visual for the same dataset pretty easily and get further understanding of the data. In the following steps, we will see how to build a pie chart that shows the sum of in-state tuition by city:

  1. Click on the + to add a new visual.

  2. Select the pie chart from the Visual types.

  3. Next select the CITY as the Group/Color and TUTIONFEE_IN as the Value field.

  4. Notice the default aggregation for value is automatically set to Sum.

The visualization is complete, as shown in the following screenshot, and now you can explore the chart and get more insights from the data:

Figure 1.11: Pie chart