Module 3 - QuickSight Overview

© 2021, Amazon Web Services, Inc. or its Affiliates. All rights reserved. Amazon Confidential and Trademark
Cloud-native Business Intelligence

Amazon QuickSight
First BI service built for the cloud with pay-per-session pricing & ML insights for everyone
Auto Scaling
& Serverless
Deploy globally to
100k’s of users without
provisioning servers
Built-in High
Availability
Deeply integrated
with AWS services
Secure, private access to
AWS data
Integrated S3 data lake
permissions
Developer Support
Programmatically
onboard users and
manage content
Easily embed in your
apps
Pay only for what
you use
$5/mo max for
Readers
Machine Learning
Built-in Anomaly
Detection and
Forecasting
Bring your own model
from Amazon SageMaker
Ask questions using
natural language *NEW*
Pay as you go

How QuickSight Works
QuickSight allows you to connect to your data sources, and create dashboards that can be
securely shared across your organization.

SPICE
QuickSight is powered by SPICE, a super-fast calculation engine that delivers
performance and scale, regardless of how many users are active.
SPICE
Your Data Source

Create Beautiful,
Interactive Dashboards
• Add rich interactivity like filters, drill downs,
zooming, and more
• Blazing fast navigation
• Accessible on any device
• Data Refresh
• Publish to everyone with a click

Insights Delivered to Your Inbox
Schedule report snapshots to be emailed to users
• Schedule email reports on a daily,
weekly, or monthly basis
• Works with Row Level Security (RLS)
so users only see their own data
Create data-driven alerts to notify you
when data changes
• Create personal alerts based on what
data is important to you

ML (Machine Learning) Insights
Cutting edge ML tools that automatically discover powerful insights for your users.
• Anomaly Detection
• Forecasting
• Bring your own model from
Amazon SageMaker
• Auto-generated natural language
narratives
*currently in preview

Embedding Dashboards In Your Application
QuickSight allows you to seamlessly integrate interactive dashboards and analytics into your
own applications
• Enhance your applications with rich
analytics and dashboards
• Easy maintenance, no servers to manage
• Fast! No Custom development or domain
expertise needed
• Leverage new features as we add them

Embedded dashboards

Author embedding *New*
Embed the full dashboard
building experience within a
portal or application.
Provide authoring capabilities to
power users, who might want to
explore data, create specific
views as dashboards and share
their creations with users or
groups within their namespace.

QuickSight Q
NLP-powered self service analytics for anyone
ML models interprets user
question and intent,
retrieves the data from
source and generates a
QuickSight visualization.
Knowledge layer adds
semantics and relationships
for customers to the
underlying physical data.

Connect to your data, wherever it is
QuickSight is natively integrated with AWS data sources, as well as on-premises and hosted
databases and third party business applications
On-premises
Securely connect to on-premise
databases and flat files like
Excel and CSV
In the cloud
Connect to hosted database, big
data formats, and secure VPCs
Applications
Connect directly to third
party business applications
• Salesforce
• Square
• Adobe Analytics
• Jira
• ServiceNow
• Twitter
• Github
• Redshift
• RDS
• S3
• Athena
• Aurora
• Teradata
• MySQL
• Presto
• Spark
• SQL Server
• PostgreSQL
• MariaDB
• Snowflake
• Oracle*
• Excel
• CSV
• Teradata
• MySQL
• SQL Server
• PostgreSQL
• Oracle*
*In preview
• IoT Analytics
• Timestream
• ElasticSearch*

Securely connect to data in VPCs & on-premises
On-premises
data center Virtual private cloud
AMAZON
QUICKSIGHT VPC
VPC
AWS DIRECT
CONNECT
VPC
VPC subnet
Security Group
AMAZON
REDSHIFT
VPC subnet
Security Group
ELASTIC NETWORK
INTERFACE
Customer
Gateway
Virtual Private
Gateway

*session = 30 minutes from login
Readers
User pricing Capacity pricing
From $250/mo.
for 500 sessions/mo*
Ideal for embedded applications, ISVs and
OEMs
Up to $5/reader/mo.
$0.30/session* up to $5
Predictable BI spend for organizations
New!
Introducing Capacity Pricing
Create and publish interactive
dashboards
$24/user/mo. paying month to
month
$18
w/annual commitment
Authors
/author/mo.

Built Enterprise Ready
Secure and compliant
• End-to-end encryption
• HIPAA
• SOC2
• PCI
• ISO 27001
• Fed Ramp
Global availability
Enable collaboration across global teams, with
local SPICE storage for optimized
access.
• N. Virginia
• Oregon
• Ohio
• Ireland
• Canada
Built-in redundancy
Native high-availability (Multi-AZ) and
fault tolerance with transparent data
replication and backups
• Japan
• Singapore
• Sydney
• Seoul
• Frankfurt
• London
• Mumbai
• Gov Cloud
West

Customers

QuickSight customers

Customers
Customer name:
Capital One
Company description:
Capital One is a leading information-
based technology company that is on
a mission to help its customers
succeed by bringing ingenuity,
simplicity, and humanity to banking.
Data source:
Redshift, RDS, Snowflake
S3 Data Lake, Athena
Size:
2K Authors, 20K+ Readers
Previous Tools:
Tableau, Qlik, Birst
Use case:
• Self service analytics on One Lake data lake
• Embedded Analytics in dozens of internal and external facing applications
• Examples include: Spend and risk analysis, market research, monitoring
and governance, fraud and anomaly detection, operational reporting,
performance analysis and forecasting
Why QuickSight?
• Heterogeneous data ecosystem support – data lake EDW, RDS, etc.
• Secure embedding capabilities with SSO – we have thousands of internal
and external facing application and at least 50% of them have BI
component needs
• Fully managed service = no downtime (no re-hydrations, no long
software/capacity upgrade cycles, auto-scaling)
• Pay for usage – cost effective charge back model
• Built-in machine learning & anomaly detection

“
Customers
Why QuickSight:
“From the start, scalability was a core requirement for us. We chose QuickSight as it is scalable,
enabling SI to extend to multiple syndicated partners without having to provision or manage
additional infrastructure. Furthermore, QuickSight provides interactive dashboards that can be
easily embedded into an application. Lastly, QuickSight’s rich APIs abstract away a lot of
functionality that would otherwise need to be custom built.”
Ajay Gavagal – Sr. Manager of Software Development
Customer name: Comcast
Company description: Largest
telecommunications conglomerate
in the US
Data source: Athena / S3
Use case: Embedded + Anomaly
Detection
Previous tools: Tableau
Auth: Custom SSO from their app
Use Case:
Syndication Insights (SI) enables Comcast’s syndicated partners to access the same level of rich data
insights that Comcast uses for platform and operational improvements.
The SI platform enables partners to gain deeper business insights, such as early detection into
anomalies for users, while ensuring a seamless experience through embedded, interactive reports.
”

”
“
Customers
Amazon QuickSight allows our analysts to create insightful dashboards
quickly for our critical risk management programme. Enabling us to move
from static spreadsheets to interactive data. However, rolling out these
dashboards at scale to the field was going to be costly and complicated. We
asked AWS for a better solution, and they listened. Readers in QuickSight,
with usage-based pricing, will help us scale the dashboards to more end-users
across the world and only pay for what we use”
Anthony Deakin, Chief Advisor - Critical Risk Management
Customer name:
Rio Tinto
Global top 3 mining co.
Data source:
RDS MySQL/SPICE
Use case:
300+ users, expected 5000+
Previous tools:
Spreadsheets and email reports
Auth:
Password-based, Cognito SSO
integration in progress
Use case:
• Equip 1000s of mine worker and supervisors with interactive dashboards
that provide safety audit information and allow them to make safe
workplace decisions.
• Equip corporate analysts and managers with powerful self-service
analytics capability on governed datasets.

“
Customers
"Amazon QuickSight will allow us to quickly build fast, interactive dashboards that will
seamlessly integrate with our Next Gen Stats applications. With the Amazon QuickSight
Readers and pay-per-session pricing, we are able to extend these secure, customized
and easy to use dashboards for each Club without having to provision servers or
manage infrastructure – all while only paying for actual usage. We love the direction,
and look forward to expanding use of Amazon QuickSight.”
Matt Swensson
VP Emerging Products, NFL
Customer name:
The National Football League
Sports Media and Entertainment
Data source:
Aurora
Use case:
500 users (NFL teams, broadcasters,
internal research team)
Previous tools:
Custom-built web application
Auth:
SAML-based SSO
Use case:
• Deliver insights generated via their AWS-powered ‘Next Gen Stats’ platform to
broadcasters, NFL clubs, and internal research teams to come up with compelling
in-game and post-game stories and analytics
”

“
Customers
Why QuickSight:
“We see a need to support learners, teachers, and leaders in education by helping to change their
relationship with data and information—to reduce the distance between information and experience,
between ‘informed’ and ‘acting.’
A large part of this strategy involves embedding information directly where our users are
collaborating, teaching, and learning—providing tools and insights that aid in assessment, draw
attention to opportunities learners may be missing, and help strategic and academic leadership
identify patterns and opportunities for intervention. We’re particularly interested in making the
experience of being informed much more intuitive—favoring insight-informed workflows and/or
embedded prose over traditional visualizations that require interpretation.
By removing the step of interpretation, embedded visualizations make insights more useful and
actionable. With QuickSight, we were able to deliver on our promise of embedding visualizations
quickly, supporting the rapid iteration that we require, at the large scale needed to support our global
user community.”
Rachel Scherer – Sr. Director of Data & Analytics
Customer name: Blackboard
Company description: Leading
Education technology company.
Over half of all US colleges and K-12
districts use their products.
Data source: RDS, AWS Data Lake
(Lake Formation/Athena/Glue/S3)
Use case: Embedded + ML Insights
Previous tools: Custom developed
reports
Auth: Custom within their app
Use Case:
Embed dashboards with natural language narratives into their end-user products.
”

“
Customers
“As we accelerate our AWS adoption journey, timely visibility to cost and usage
information has become critical to cost awareness among our development teams.
Amazon QuickSight's native integration with Athena makes it the ideal serverless
analytics solution. With QuickSight readers, we can easily extend access to interactive
dashboards across our teams and only pay for what we use. QuickSight dashboards
allow us to easily provide a customized, interactive view for each team, and let team
leads glance at trends and KPIs, quickly filter data or drill down to the details. The move
from static email reports and ad-hoc analysis to always-available data in QuickSight has
been great!”
Anders Rahm-Nilzon, Cloud Manager
Customer name:
Volvo Group Connected Solutions
Automotive Manufacturer
Data source:
S3/Athena
Size:
In deployment
Previous tools:
Spreadsheets for ad-hoc
investigations,
Auth:
SAML-based SSO
Use case:
• Correlate data generated from IoT sensor software in their trucks with AWS Cost
and Usage data (i.e. development team makes a change in IoT software to collect
a new metric and see how much it affects their AWS usage).
”

“
Customers
Why QuickSight:
"With QuickSight we are not constrained by pre-built BI reports, and can easily customize and
track the right operational metrics such as product utilization, market penetration and available
inventory to gain a holistic view of our business. These inputs help us to understand current
performance and future opportunity so that we can provide greater partnership to our Clients,
while delivering on our brand promise of creating healthier employee populations.
During the late-winter/early Spring of 2020, we embedded QuickSight dashboards into our
Client platforms as a key deliverable of our Safe at Work/COVID SaaS product. It allowed our
teams to seamlessly communicate with our clients – all viewing the same information,
simultaneously. QuickSight’s embedding capabilities, along with its secure platform, intuitive
design and flexibility allowed us to service all stakeholders – both internally and externally. This
greater flexibility and customization allowed us to fit the client’s needs, seamlessly.”
David Buza – Chief Technology Officer
Customer name: EHE Health
Company description: 106-year old
Preventive Health and Primary Care
Center of Excellence Provider
System
Data source: S3, RDS MySQL
Use case: Internal & Embedded
Previous tools: Tableau
Auth: SAML-based SSO
Use Case:
EHE Health uses QuickSight for all enterprise wide analytics, replacing Tableau
Amazon QuickSight is embedded in their Safe at Work/COVID SaaS Product to provide external
facing analytics for their clients
”

Customers
The QuickSight Reader role is perfect for operational dashboards, as it allows secure,
fast and cost-effective access to interactive data. As a cloud-based solution, QuickSight
automatically scales to our needs. The combination of being able to connect to data
from a private VPC, authenticate users via SAML, easily author dashboards with drill
downs and rich visuals, and allow read-only access to a large audience - without any
infrastructure management, and with usage-based pricing - makes it the obvious
choice. We look forward to enabling more customers on our platform.
Massimiliano Ponticelli, Product Manager.
Customer name:
Siemens PLM Software
Industrial Software
Data source:
RDS/SPICE
Size:
Customer dependent
Previous tools:
Customer dependent (Tableau
for previous on-premises soln.)
Auth:
SAML SSO from Cognito
Use case:
• Provide dashboards on operational metrics in Siemens Manufacturing
Intelligence Cloud-Native solution
• Allow analysts at customer sites to develop own dashboards and reports
with self-service functionality
“
”

“
Customers
Why QuickSight:
“We started using Amazon QuickSight to report on in-flight Wi-Fi performance, and with
its rich APIs, pay-per-session pricing, and ability to scale, we quickly rolled out
QuickSight dashboards to hundreds of users. The constant evolution of the platform
has been impressive: ML-powered anomaly detection, Amazon SageMaker integration,
embedding, theming, and cross-visual filtering. Our users consume insights via natural
language narratives, which allows them to read all their information right off the
dashboard with no complex interpretation needed.”
Anand Desikan – Director of Cloud Operations
Customer name: Panasonic Avionics
Corporation
Company description: Provide in-
flight entertainment and comms
systems to more than 300 airlines
worldwide
Data source: RDS, AWS Data Lake
(Lake Formation/Athena/Glue/S3)
Use case: Embedded + ML
integration with SageMaker
Previous tools: None
Auth: Custom within their app
Use Case:
Our cloud-based solutions collect large amounts of anonymized data that help us optimize
the experience for both our airline partners and their passengers.
Use QuickSight to report on in-flight Wi-Fi performance.
Integrate QuickSight with SageMaker and deliver insights to end users via natural language
narratives
”

Customer name:
Best Western Hotels & Resorts
Global Hospitality
Data source:
Redshift
Size:
24k Readers
Previous tools:
IBM Cognos, Tableau
Auth:
SAML SSO from ADFS
Solution:
• Migrate underlying Oracle DB to Redshift and IBM Cognos to QuickSight
• Rolled out operational dashboards and reporting across corporate users
and all hotel managers
Challenge:
• Old, dated-looking software, reports, dashboards
• 7,312 work hours (18 months) spent upgrading the IBM Cognos
environment from 10 to 11 (not adding value to the business)
Benefit:
• 0 work hours spent maintaining or upgrading QuickSight
• 52 features across 16 releases automatically rolled out in 2019
Customers

© 2021, Amazon Web Services, Inc. or its Affiliates.
QuickSight visuals

AutoGraph
• AutoGraph isn't a visual type itself
=> Amazon QuickSight chooses your visual
• Amazon QuickSight uses the most
appropriate visual type for the number
and data types of the fields you select.

Bar charts

Bar charts
• Single-measure: shows values for a single
measure for a dimension
• 1 axis + 1 value
• Multi-measure: shows values for multiple
measure for a dimension
• 1 axis + ≥2 values
• Clustered: shows values for a single
measure for a dimension, grouped by
another dimension
• 1 axis + 1 value + 1 Group

Bar charts
Single measure: Multi measure: Clustered

Stacked bar
• Stacked bar is similar to a clustered bar chart in
that it displays a measure for two dimensions, but
displays one bar parent dimensiom with color-
block of children dimension.
• Stacked 100 percent is similar to a stacked bar
chart but the color blocks reflect the percentage of
each item in the child dimension, out of 100
percent.

Stacked bar
Stacked: Stacked 100 percent:

Waterfall charts

Waterfall Charts
• Waterfall charts visualize a sequential summation as values are
added or subtracted
• 1 category and/or 1 value

Waterfall Charts
• Waterfall charts are most commonly used to present financial data, because you can
show change within one time period or from one time period to another. This way,
you can visualize the different factors that have an impact your project cost.
• 1 category and/or 1 value + 1 breakdown

Line charts

Line Charts
• Line charts compare changes in measure values over period of time
Single measure:
• 1 X axis + 1 value
Multi measure:
• 1 X axis + ≥2 value
Multi dimension
• 1 X axis + 1 value + 1 color

Line Charts
• A dual-axis chart is a chart with two Y-axes (one axis at the left of the chart, and one
axis at the right of the chart).
Before After

Combo charts

Combo charts
• Combo charts are created one visualization that shows two different types of data.
Single measure:
• 1 X axis + 1 measure in Bars
+ 1 measure in Lines
(+ 1 Group/Color for bars)
Multiple measure:
• 1 X axis + 1 measure in Bars
+ ≥2 measure in Lines
(+ 1 Group/Color for bars)

Box Plots

Box Plots
• Box Plots visualize how data is distributed across an axis or over time.
• Typically, a box plot details information in quarters: the minimum value, lower
quartile, median, upper quartile, and the maximum value.
• 1 value (+1 group)
Max
Min
Lower quartile
Median
Upper quartile

Scatter Plots

Scatter Plots
• Scatter plots visualize two or three measures for a dimension.
• 1 X axis + 1 Y axis + 1 Group/Color + 1 Size

Donut/Pie charts

Donut/Pie charts
• Donut/Pie charts compare values for items in a dimension
• The best use for this type of chart is to show a percentage of a total amount.
• 1 value + 1 group
Donut chart: Pie chart:

Maps

Maps
• Maps are used to visualize data over a geographical area
Filled map: regions are represented in
varying shades, colors, or patterns in
relation to a data variable.
• 1 Location + 1 Color
Geospatial Charts: The size of the
circles represents the magnitude of
the field
• 1 Geospatial + 1 Size + 1 Color

Funnel charts

Funnel charts
• Funnel chart: visualize data that moves across multiple stages in a linear process.
• In a funnel chart, each stage of a process is represented in blocks of different shapes
and colors.
• 1 Group by + 1 Value

Gauge charts

Gauge charts
• Gauge charts: compare values for items in a measure.
• You can compare them to another measure or to a custom
amount.
• 1 Value + 1 Target Value

Heat maps

Heat Maps
• Heat maps show a measure for the intersection of two
dimensions, with color-coding to easily differentiate where values
fall in the range.
• 1 Rows and/or 1 Columns + 1 Value

Tree maps

Tree Maps
• Tree maps visualize one or two measures for a dimension
• 1 Group by + 1 Size + 1 Color

Word Clouds

Word Clouds
• Word Clouds display how often a word is used in relation to
other words in a dataset
• 1 Group by + 1 Size

Key performance indicator

KPIs
• Key performance indicator (KPI) visualizes a comparison
between a key value and its target value.
• 1 Value + 1 Target Value

Sankey Diagrams

Sankey Diagrams
• Sankey diagrams show flows from one category to another, or paths from one stage
to the next.
• 1 Source + 1 Destination + 1 Weight

Histograms

Histograms
• Histograms display the distribution of continuous numerical
values in your data
• 1 Value

Other visuals
• Table
• Pivot Table
• Insights
• URL

Thank you!

Module 3 - QuickSight Overview

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Module 3 - QuickSight Overview