1"use strict";(self.webpackChunkdataedo=self.webpackChunkdataedo||[]).push([["17615"],{27468:function(e,a,t){t.r(a),t.d(a,{frontMatter:()=>d,default:()=>p,toc:()=>u,metadata:()=>s,assets:()=>g,contentTitle:()=>c});var s=JSON.parse('{"id":"data-sources/reporting-analytics/amazon-quicksight/amazon-quicksight","title":"Amazon QuickSight","description":"","source":"@site/docs/data-sources/reporting-analytics/amazon-quicksight/amazon-quicksight.mdx","sourceDirName":"data-sources/reporting-analytics/amazon-quicksight","slug":"/docs/documenting-technology/supported-databases/amazon-quicksight","permalink":"/docs/documenting-technology/supported-databases/amazon-quicksight","draft":false,"unlisted":false,"tags":[],"version":"current","lastUpdatedAt":1783594224000,"frontMatter":{"title":"Amazon QuickSight","description":"","slug":"/docs/documenting-technology/supported-databases/amazon-quicksight"},"sidebar":"tutorialSidebar","previous":{"title":"Reporting & Analytics","permalink":"/data-sources/reporting-analytics/"},"next":{"title":"Analysis Services","permalink":"/docs/documenting-technology/supported-databases/analysis-services"}}'),i=t(85893),o=t(50065),n=t(79883),r=t(72629),l=t(88046);let d={title:"Amazon QuickSight",description:"",slug:"/docs/documenting-technology/supported-databases/amazon-quicksight"},c=void 0,g={},u=[{value:"Catalog and Documentation",id:"catalog-and-documentation",level:2},{value:"Amazon Quicksight Dashboards",id:"amazon-quicksight-dashboards",level:3},{value:"Overview",id:"overview",level:4},{value:"Visualisations and fields",id:"visualisations-and-fields",level:4},{value:"Amazon Quicksight Analyses",id:"amazon-quicksight-analyses",level:3},{value:"Overview",id:"overview-1",level:4},{value:"Visualisations and fields",id:"visualisations-and-fields-1",level:4},{value:"Amazon Quicksight Datasets",id:"amazon-quicksight-datasets",level:3},{value:"Overview",id:"overview-2",level:4},{value:"Fields",id:"fields",level:4},{value:"Scripts",id:"scripts",level:4},{value:"Amazon Quicksight Datasources",id:"amazon-quicksight-datasources",level:4},{value:"Data Lineage",id:"data-lineage",level:3},{value:"Data Lineage limitations",id:"data-lineage-limitations",level:3},{value:"Required access level",id:"required-access-level",level:2},{value:"Importing Metadata in Dataedo Portal",id:"importing-metadata-in-dataedo-portal",level:2},{value:"Entry point",id:"entry-point",level:3},{value:"Step 1. 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Schedule",id:"step-4-schedule",level:3},{value:"Importing Metadata in Dataedo Desktop",id:"importing-metadata-in-dataedo-desktop",level:2},{value:"Amazon Quicksight IAM user configuration",id:"amazon-quicksight-iam-user-configuration",level:3},{value:"Dataedo connection",id:"dataedo-connection",level:3},{value:"Outcome",id:"outcome",level:3},{value:"Specification",id:"specification",level:2},{value:"Imported metadata",id:"imported-metadata",level:3}];function h(e){let a={a:"a",admonition:"admonition",br:"br",code:"code",em:"em",h2:"h2",h3:"h3",h4:"h4",img:"img",li:"li",p:"p",pre:"pre",strong:"strong",table:"table",tbody:"tbody",td:"td",th:"th",thead:"thead",tr:"tr",ul:"ul",...(0,o.a)(),...e.components};return(0,i.jsxs)(i.Fragment,{children:[(0,i.jsx)(n.Z,{connectorName:"Amazon QuickSight"}),"\n",(0,i.jsx)(a.p,{children:"Amazon QuickSight is a scalable, serverless, and machine learning-powered business intelligence (BI) service provided by AWS. It enables users to create and share interactive dashboards, perform ad-hoc analysis, and gain insights from their data through a web-based interface. QuickSight integrates seamlessly with various AWS data sources and offers advanced features like natural language querying, predictive analytics, and embedded analytics for custom applications."}),"\n",(0,i.jsx)(a.h2,{id:"catalog-and-documentation",children:"Catalog and Documentation"}),"\n",(0,i.jsx)(a.h3,{id:"amazon-quicksight-dashboards",children:"Amazon Quicksight Dashboards"}),"\n",(0,i.jsx)(a.h4,{id:"overview",children:"Overview"}),"\n",(0,i.jsxs)(a.p,{children:["On the overview page, you will see basic information about the dashboard such as ",(0,i.jsx)(a.strong,{children:"name"}),", ",(0,i.jsx)(a.strong,{children:"created date"}),", and ",(0,i.jsx)(a.strong,{children:"last updated date"}),"."]}),"\n",(0,i.jsx)(a.p,{children:(0,i.jsx)(a.img,{src:"https://dataedo.com/asset/img/markdown/docs/amazon-quicksight/ec25ab4632199505e1253f16b1b8bf4a.png#center",alt:"Amazon Quicksight dashboard overview tab in Dataedo Portal",title:"Image title"})}),"\n",(0,i.jsx)(a.h4,{id:"visualisations-and-fields",children:"Visualisations and fields"}),"\n",(0,i.jsx)(a.p,{children:"During the import process, Dataedo will document the following dashboard's elements (only for Amazon Quicksight Enterprise edition):"}),"\n",(0,i.jsxs)(a.ul,{children:["\n",(0,i.jsx)(a.li,{children:"Sheets"}),"\n",(0,i.jsx)(a.li,{children:"Visualisations"}),"\n",(0,i.jsx)(a.li,{children:"Calculated fields"}),"\n"]}),"\n",(0,i.jsxs)(a.p,{children:["On the following, sample dashboard, you can see a few visualisations inside ",(0,i.jsx)(a.strong,{children:"Sheet 1"})," such as ",(0,i.jsx)(a.strong,{children:"Revenues vs Goals"})," (which uses ",(0,i.jsx)(a.strong,{children:"Revenue"})," calculated field), ",(0,i.jsx)(a.strong,{children:"YTD Revenues by Service Line and Segment"})," and ",(0,i.jsx)(a.strong,{children:"Revenues by Customer Segment"}),"."]}),"\n",(0,i.jsx)(a.p,{children:(0,i.jsx)(a.img,{src:"https://dataedo.com/asset/img/markdown/docs/amazon-quicksight/d5699ad6ce92eb0f846892d403c68994.png#center",alt:"Amazon Quicksight sample dashboard contents",title:"Image title"})}),"\n",(0,i.jsx)(a.p,{children:"The dashboard will be documented by Dataedo in the following way:"}),"\n",(0,i.jsxs)(a.ul,{children:["\n",(0,i.jsxs)(a.li,{children:[(0,i.jsx)(a.strong,{children:"Revenue"})," calculated field - field no. 1 with computed type and formula
1in Constraints column"]}),"\n",(0,i.jsxs)(a.li,{children:[(0,i.jsx)(a.strong,{children:"Sheet 1"})," sheet - field no. 2 with Sheet type as parent of visualisations"]}),"\n",(0,i.jsxs)(a.li,{children:[(0,i.jsx)(a.strong,{children:"Revenues vs Goals"})," visualisation - field no 2.1 with visualisation type in Type column (in that case Line Chart Visual)"]}),"\n",(0,i.jsxs)(a.li,{children:[(0,i.jsx)(a.strong,{children:"YTD Revenues by Service Line and Segment"})," visualisation - field no 2.2 with visualisation type in Type column (in that case Pivot Table Visual)"]}),"\n",(0,i.jsxs)(a.li,{children:[(0,i.jsx)(a.strong,{children:"Revenues by Customer Segment"})," visualisation - field no 2.1 with visualisation type in Type column (in that case Bar Chart Visual)"]}),"\n"]}),"\n",(0,i.jsx)(a.p,{children:(0,i.jsx)(a.img,{src:"https://dataedo.com/asset/img/markdown/docs/amazon-quicksight/b8aafcbe994235008002cdf711ba9b6b.png#center",alt:"Amazon Quicksight dashboard fields tab in Dataedo Portal",title:"Image title"})}),"\n",(0,i.jsx)(a.h3,{id:"amazon-quicksight-analyses",children:"Amazon Quicksight Analyses"}),"\n",(0,i.jsx)(a.h4,{id:"overview-1",children:"Overview"}),"\n",(0,i.jsxs)(a.p,{children:["On the overview page, you will see basic information about the analysis such as ",(0,i.jsx)(a.strong,{children:"name"}),", ",(0,i.jsx)(a.strong,{children:"created date"}),", and ",(0,i.jsx)(a.strong,{children:"last updated date"}),"."]}),"\n",(0,i.jsx)(a.p,{children:(0,i.jsx)(a.img,{src:"https://dataedo.com/asset/img/markdown/docs/amazon-quicksight/526cfc8be1c96122dd7d1be733aebc18.png#center",alt:"Amazon Quicksight analysis overview tab in Dataedo Portal",title:"Image title"})}),"\n",(0,i.jsx)(a.h4,{id:"visualisations-and-fields-1",children:"Visualisations and fields"}),"\n",(0,i.jsx)(a.p,{children:"During the import process, Dataedo will document the following analysis's elements (only for Amazon Quicksight Enterprise edition):"}),"\n",(0,i.jsxs)(a.ul,{children:["\n",(0,i.jsx)(a.li,{children:"Sheets"}),"\n",(0,i.jsx)(a.li,{children:"Visualisations"}),"\n",(0,i.jsx)(a.li,{children:"Calculated fields"}),"\n"]}),"\n",(0,i.jsxs)(a.p,{children:["On the following, sample analysis, you can see a few visualisations inside ",(0,i.jsx)(a.strong,{children:"Sheet 1"})," such as ",(0,i.jsx)(a.strong,{children:"Revenues vs Goals"})," (which uses ",(0,i.jsx)(a.strong,{children:"Revenue"})," calculated field), ",(0,i.jsx)(a.strong,{children:"YTD Revenues by Service Line and Segment"})," and ",(0,i.jsx)(a.strong,{children:"Revenues by Customer Segment"}),"."]}),"\n",(0,i.jsx)(a.p,{children:(0,i.jsx)(a.img,{src:"https://dataedo.com/asset/img/markdown/docs/amazon-quicksight/88bce758966d4d1baf68f826ef4cad7e.png#center",alt:"Amazon Quicksight analysis sample contents",title:"Image title"})}),"\n",(0,i.jsx)(a.p,{children:"The analysis will be documented by Dataedo in the following way:"}),"\n",(0,i.jsxs)(a.ul,{children:["\n",(0,i.jsxs)(a.li,{children:[(0,i.jsx)(a.strong,{children:"Revenue"})," calculated field - field no. 1 with computed type and formula in Constraints column"]}),"\n",(0,i.jsxs)(a.li,{children:[(0,i.jsx)(a.strong,{children:"Sheet 1"})," sheet - field no. 2 with Sheet type as parent of visualisations"]}),"\n",(0,i.jsxs)(a.li,{children:[(0,i.jsx)(a.strong,{children:"Revenues vs Goals"})," visualisation - field no 2.1 with visualisation type in Type column (in that case Line Chart Visual)"]}),"\n",(0,i.jsxs)(a.li,{children:[(0,i.jsx)(a.strong,{children:"YTD Revenues by Service Line and Segment"})," visualisation - field no 2.2 with visualisation type in Type column (in that case Pivot Table Visual)"]}),"\n",(0,i.jsxs)(a.li,{children:[(0,i.jsx)(a.strong,{children:"Revenues by Customer Segment"})," visualisation - field no 2.1 with visualisation type in Type column (in that case Bar Chart Visual)"]}),"\n"]}),"\n",(0,i.jsx)(a.p,{children:(0,i.jsx)(a.img,{src:"https://dataedo.com/asset/img/markdown/docs/amazon-quicksight/0e52a1b207158e19ea0b74e7639b9909.png#center",alt:"Amazon Quicksight analysis fields tab in Dataedo Portal",title:"Image title"})}
1),"\n",(0,i.jsx)(a.h3,{id:"amazon-quicksight-datasets",children:"Amazon Quicksight Datasets"}),"\n",(0,i.jsxs)(a.p,{children:[(0,i.jsx)(a.strong,{children:"Datasets"}),", along with their ",(0,i.jsx)(a.strong,{children:"fields"}),", are imported as ",(0,i.jsx)(a.strong,{children:"datasets"}),". The ",(0,i.jsx)(a.strong,{children:"logical"})," and ",(0,i.jsx)(a.strong,{children:"physical"})," layers (including ",(0,i.jsx)(a.strong,{children:"calculated fields"}),", information about ",(0,i.jsx)(a.strong,{children:"SQL queries"}),", and the ",(0,i.jsx)(a.strong,{children:"tables"})," and ",(0,i.jsx)(a.strong,{children:"files"})," joined to create datasets) under Quicksight datasets are imported as ",(0,i.jsx)(a.strong,{children:"dataset tables"}),"."]}),"\n",(0,i.jsx)(a.h4,{id:"overview-2",children:"Overview"}),"\n",(0,i.jsx)(a.p,{children:"The overview tab contains basic information regarding the dataset."}),"\n",(0,i.jsx)(a.p,{children:(0,i.jsx)(a.img,{src:"https://dataedo.com/asset/img/markdown/docs/amazon-quicksight/ba7dff2456ffd6fb0e2cb7ccbb912bc2.png#center",alt:"Amazon Quicksight dataset overview tab in Dataedo Portal",title:"Image title"})}),"\n",(0,i.jsx)(a.p,{children:(0,i.jsx)(a.img,{src:"https://dataedo.com/asset/img/markdown/docs/amazon-quicksight/f1bc9b652580bc4ff117d99b3721d064.png#center",alt:"Amazon Quicksight dataset table overview tab in Dataedo Portal",title:"Image title"})}),"\n",(0,i.jsxs)(a.p,{children:["For the following, sample dataset ",(0,i.jsx)(a.strong,{children:"Revenue"})," which uses one S3 file datasource named ",(0,i.jsx)(a.strong,{children:"REVENUE DS"}),". There will be created in Dataedo two objects - dataset ",(0,i.jsx)(a.strong,{children:"Revenue"})," and dataset table ",(0,i.jsx)(a.strong,{children:"REVENUE DS"})," (if dataset is created by joining several physical tables/files or datasources all underlying objects will be created as dataset tables)."]}),"\n",(0,i.jsx)(a.p,{children:(0,i.jsx)(a.img,{src:"https://dataedo.com/asset/img/markdown/docs/amazon-quicksight/120cabe92cc3492af69d4d53a99f01d8.png#center",alt:"Amazon Quicksight dataset contents",title:"Image title"})}),"\n",(0,i.jsx)(a.h4,{id:"fields",children:"Fields"}),"\n",(0,i.jsx)(a.p,{children:"Dataedo will document all dataset's fields and calculated fields with their data type and formulas."}),"\n",(0,i.jsx)(a.p,{children:(0,i.jsx)(a.img,{src:"https://dataedo.com/asset/img/markdown/docs/amazon-quicksight/d12ae3a1104839bdc66e7b59b1fd9f61.png#center",alt:"Amazon Quicksight dataset fields tab in Dataedo Portal",title:"Image title"})}),"\n",(0,i.jsx)(a.p,{children:(0,i.jsx)(a.img,{src:"https://dataedo.com/asset/img/markdown/docs/amazon-quicksight/716ce71895400777573e4f86af0c97dc.png#center",alt:"Amazon Quicksight dataset table fields tab in Dataedo Portal",title:"Image title"})}),"\n",(0,i.jsx)(a.h4,{id:"scripts",children:"Scripts"}),"\n",(0,i.jsx)(a.p,{children:"In the case where dataset is built from custom SQL query, this script is saved in the documentation."}),"\n",(0,i.jsx)(a.p,{children:(0,i.jsx)(a.img,{src:"https://dataedo.com/asset/img/markdown/docs/amazon-quicksight/d932d564fd04e79976625d54227481d0.png#center",alt:"Amazon Quicksight dataset script tab in Dataedo Portal",title:"Image title"})}),"\n",(0,i.jsx)(a.h4,{id:"amazon-quicksight-datasources",children:"Amazon Quicksight Datasources"}),"\n",(0,i.jsx)(a.p,{children:"Quicksight datasources are imported as Dataedo linked sources and used as foundation for building lineage to external documentations."}),"\n",(0,i.jsx)(a.h3,{id:"data-lineage",children:"Data Lineage"}),"\n",(0,i.jsxs)(a.p,{children:["Amazon Quicksight connector supports creating ",(0,i.jsx)(a.a,{href:"/data-lineage/",children:"Data lineage"})," to enable tracking data flows. Imported lineage differs between Amazon Quicksight editions."]}),"\n",(0,i.jsx)(a.p,{children:"For Amazon Quicksight Enterprise:"}),"\n",(0,i.jsxs)(a.ul,{children:["\n",(0,i.jsx)(a.li,{children:"column level lineage between dashboards and analyses for calculated fields and visualizations. (for Amazon Quicksight Standard edition there is only object level lineage)"}),"\n",(0,i.jsx)(a.li,{children:"column level lineage between datasets and analyses for calculated fields. (for Amazon Quicksight Standard edition there is only object level lineage)"}),"\n",(0,i.jsx)(a.li,{children:"column level lineage for all fields between datasets and the underlying logical and physical layers (imported as Dataedo Dataset Tables). The logical and physical layers consist of other datasets, physical tables, files, and custom SQL queries joined together to create a dataset."}),"\n",(0,i.jsxs)(a.li,{children:["column level lineage between external data source columns (S3 files, Redshift, Postgres, SQL Server, MySQL database tables) and fields in the logical and physical layers of datasets (imported as Dataedo Dataset Tables). This lineage comes from imported metadata and SQL parsing (for custom SQL queries). External datasource ",(0,i.jsx)(a.strong,{children:"has to be documented in Dataedo"})," and the documentation has to reside in the same repository as the Amazon Quicksight documentation."]}),"\n"]}),"\n",(0,i.jsx)(a.h3,{id:"data-lineage-limitations",children:"Data Lineage limitations"}),"\n",(0,i.jsxs)(a.ul,{children:["\n",(0,i.jsx)(a.li,{children:"For Amazon Quicksight Standard edition there is object level lineage (without column-level lineage) between datasets and analyses and between analyses and dashboards"}),"\n",(0,i.jsx)(a.li,{children:"Lineage for dataset files uploaded to quicksight manually is not supported"}),"\n",(0,i.jsxs)(a.li,{children:["Lineage for S3 files whose manifest.json file is uploaded to quicksight is not supported. The manifest.json file must reside on S3 bucket to which used IAM user has s3",":GetObject"," action enabled"]}),"\n",(0,i.jsxs)(a.li,{children:["If IAM user used to import Amazon Quicksight into Dataedo doesn't have s3",":GetObject"," action enabled on bucket on which manifest.json of S3 datasource is stored lineage will be not created"]}),"\n",(0,i.jsx)(a.li,{children:'Importing of columns and column level lineage is not supported for datasets created with "Upload a file" Amazon QuickSight functionality (it is not supported by Amazon QuickSight API)'}),"\n"]}),"\n",(0,i.jsx)(a.h2,{id:"required-access-level",children:"Required access level"}),"\n",(0,i.jsx)(a.p,{children:"To connect Amazon QuickSight to Dataedo you'll need to have IAM user with programmatic access enabled and policy with following actions enabled on all resources:"}),"\n",(0,i.jsxs)(a.ul,{children:["\n",(0,i.jsxs)(a.li,{children:["quicksight",":ListAnalyses"]}),"\n",(0,i.jsxs)(a.li,{children:["quicksight",":DescribeAnalysis"]}),"\n",(0,i.jsxs)(a.li,{children:["quicksight",":ListDashboards"]}),"\n",(0,i.jsxs)(a.li,{children:["quicksight",":DescribeDashboard"]}),"\n",(0,i.jsxs)(a.li,{children:["quicksight",":ListDataSets"]}),"\n",(0,i.jsxs)(a.li,{children:["quicksight",":DescribeDataSet"]}),"\n",(0,i.jsxs)(a.li,{children:["quicksight",":DescribeDataSource"]}),"\n"]}),"\n",(0,i.jsx)(a.p,{children:"Amazon Quicksight Enterprise users can also enable actions to make available importing calculated fields and visualizations of analyses and dashboards:"}),"\n",(0,i.jsxs)(a.ul,{children:["\n",(0,i.jsxs)(a.li,{children:["quicksight",":DescribeAnalysisDefinition"]}),"\n",(0,i.jsxs)(a.li,{children:["quicksight",":DescribeDashboardDefinition"]}),"\n"]}),"\n",(0,i.jsxs)(a.p,{children:["If you are using S3 datasources IAM user has to have s3",":GetObject"," action enabled on each bucket with manifest.json file."]}),"\n",(0,i.jsx)(a.h2,{id:"importing-metadata-in-dataedo-portal",children:"Importing Metadata in Dataedo Portal"}),"\n",(0,i.jsx)(a.h3,{id:"entry-point",children:"Entry point"}),"\n",(0,i.jsxs)(a.p,{children:["To start the Metadata Import flow, make sure you have the ",(0,i.jsx)(a.strong,{children:"Connection Manager"})," role.",(0,i.jsx)(a.br,{}),"\n","Then navigate to:"]}),"\n",(0,i.jsx)(a.p,{children:(0,i.jsx)(a.strong,{children:"Connections \u2192 Add new connection \u2192 Amazon QuickSight"})}),"\n",(0,i.jsx)(a.p,{children:"This will open the import wizard described
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