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amazon-quicksight-user-193 | amazon-quicksight-user.pdf | 193 | For example, if the static default is set to Atlanta, liujie has Atlanta selected in that control, but not Raleigh. In some cases, your static default value might also be used as a dynamic default. If so, make sure to test the control for a user name that doesn't use a default value that can be both. 3. 4. If a user name belongs to multiple groups, the named user sees a set of default values that is a union of the two groups' default values. Import this data into QuickSight, and save it as a new dataset. In your analysis, add the dataset that you created. The analysis needs to use at least one other dataset that matches the columns you defined for the defaults. For more information, see Adding a dataset to an analysis. Use the following procedure to add a dynamic default parameter to your analysis. Before you begin, make sure that you have a dataset that contains the dynamic defaults for each user name or group name. Also make sure that your analysis is using this dataset. For help with these requirements, see the procedures preceding. To add a DDP to your analysis 1. In the QuickSight console, choose the Parameters Parameters 697 Amazon QuickSight User Guide icon at the top of the page and choose an existing parameter. Choose Edit parameter from the parameter's menu. To add a new parameter, choose the plus (+) sign near Parameters. 2. Choose Set a dynamic default. 3. Configure the following options with your settings: • Dataset with default values and user information – Choose the dataset that you created and added to your analysis. • User name column – To create defaults that are based on user names, choose the column in the dataset that contains the user names. • Group name column – To create defaults that are based on group names, choose the column in the dataset that contains the group names. • Column for default value – Choose the column that contains default values for this parameter. 4. Choose Apply to save your setting changes, and then choose Update to save the parameter changes. To exit without saving changes, choose Cancel instead. 5. Add a filter for each field that contains dynamic defaults to make the defaults work. To learn more about using filters with parameters, see Using filters with parameters in Amazon QuickSight Amazon QuickSight uses the static default value for anyone whose user name doesn't exist in the dataset, doesn't have a default assigned, or doesn't have a unique default. Each person can have only one set of defaults. If you don't want to use dynamic defaults, you can set a static default instead. Connecting to parameters in Amazon QuickSight Use this section after you have a parameter set up, to connect it and make it work. After you create a parameter, you can create consumers of the parameters. Parameter consumers are components that consume the value of a parameter, such as filters, controls, calculated fields, or custom actions. You can choose your next step from the shortcuts on this screen. Parameters 698 Amazon QuickSight User Guide You can navigate to each of these options in another way, as follows: • To create a filter, choose the Filter icon at the top of the page. In short, you create a Custom Filter and enable Use parameters. The list shows only eligible parameters. • To add a new control for the parameter, choose the Parameters icon at the top of the page. In short, choose your parameter, and then Add control. • To use a parameter in a calculated field, either edit an existing calculated field, or add a new one by choosing Add at the top left. The parameter list appears below the field list. Parameters 699 Amazon QuickSight Note User Guide You can't use multivalue parameters with calculated fields. • To create a URL action, choose the v-shaped menu on a visual, and then choose URL Actions. For more information on each of these topics, see the following sections. Topics • Using filters with parameters in Amazon QuickSight • Using calculated fields with parameters in Amazon QuickSight • Using custom actions with parameters in Amazon QuickSight • Using parameters in a URL • Using parameters in titles and descriptions in Amazon QuickSight Using filters with parameters in Amazon QuickSight Use this section to filter the data in an analysis or dashboard by a single-value parameter value. To use a multivalued parameter—one with a multiselect drop-down control—create a custom filter that is equal (or not equal) to the values. Before using a filter with a parameter, you should already know how to work with filters. 1. Verify that your analysis has a parameter already created. Choose Edit from either the parameter or the |
amazon-quicksight-user-194 | amazon-quicksight-user.pdf | 194 | parameters in Amazon QuickSight • Using parameters in a URL • Using parameters in titles and descriptions in Amazon QuickSight Using filters with parameters in Amazon QuickSight Use this section to filter the data in an analysis or dashboard by a single-value parameter value. To use a multivalued parameter—one with a multiselect drop-down control—create a custom filter that is equal (or not equal) to the values. Before using a filter with a parameter, you should already know how to work with filters. 1. Verify that your analysis has a parameter already created. Choose Edit from either the parameter or the control menu to find out what settings are in use. 2. Choose the Filter pane from the left of the screen. If there is already a filter for the field that you want to use, choose it to open its settings. Otherwise, create a filter for the field that you want to filter by parameter. 3. Choose Use Parameters. 4. Choose your parameters from the list or lists below Use parameters. For text (string) fields, first choose Custom Filter, and then enable Use Parameters. For date fields, choose the Start date and End date parameters, as shown in the following screenshot. Parameters 700 Amazon QuickSight User Guide For fields with other data types, choose Select a parameter and then choose your parameter from the list. Note Parameters that can hold multiple values must use equal or not equal as the comparison type. 5. Choose Apply to save your changes. Test your new filter by choosing the control near the top of the analysis. In this example, we use a basic parameter that has no defaults, and a dynamic control that is linked to the Region field in the sample dataset named Sales Pipeline. The control queries the data, returning all values. If you delete or recreate a parameter that you are using in a filter, you can update the filter with the new parameter. To do this, open the filter, choose the new parameter that you want to use, and then choose Apply. If you rename a parameter, you don't need to update the filter or any other consumers. Using calculated fields with parameters in Amazon QuickSight You can pass the value of a parameter to a calculated field in an analysis. When you create a calculation, you can choose existing parameters from the list of parameters under Parameter list. You can't create a calculated field that contains a multivalued parameter—those with a multiselect drop-down control. Parameters 701 Amazon QuickSight User Guide For the formula, you can use any of the available functions. You can pass the viewer's selection from the parameter control, to the ifElse function. In return, you get a metric. The following shows an example. ifelse( ${KPIMetric} = 'Sales',sum({Weighted Revenue}), ${KPIMetric} = 'Forecast',sum({Forecasted Monthly Revenue}), ${KPIMetric} = '# Active', distinct_count(ActiveItem), NULL ) The preceding example creates a metric (a decimal) that you can use in a field well. Then, when a user chooses a value from the parameter control, the visual updates to reflect their selection. Parameters 702 Amazon QuickSight User Guide Using custom actions with parameters in Amazon QuickSight A custom action enables you to launch URLs or filter visuals by selecting a data point in a visual or choosing the action name from the context menu. When you use a URL action with a parameter, you can pass or send parameters dynamically to the URL. To make this work, you set up a parameter, and then use it in the URL when you create a custom action with an action type of URL action. The parameters on both the sending and the receiving end must match in name and data type. All parameters are compatible with URL actions. For details on creating a URL action, see Creating and editing custom actions in Amazon QuickSight. If you just want to use a parameter in a link without creating a URL action, see Using parameters in a URL. Using parameters in a URL You can use a parameter name and value in a URL in Amazon QuickSight to set a default value for that parameter in a dashboard or analysis. The following example shows the URL of a dashboard that sets a parameter for another dashboard. https://us-east-2.quicksight.aws.amazon.com/sn/dashboards/abc123-abc1-abc2-abc3- abcdefef1234#p.myParameter=12345 In the previous example, the first part is the link to the target dashboard: https://us- east-2.quicksight.aws.amazon.com/sn/dashboards/abc123-abc1-abc2-abc3- abcdefef1234. The hash sign (#) follows the first part to introduce the fragments, which contain the values that you want to set. The values in the fragments aren't received or logged by AWS servers. This functionality keeps your data values more secure. The fragment after # follows these rules: • Parameters are prefixed with p.. The names are the parameter name, not the control name. You can view the parameter name by opening |
amazon-quicksight-user-195 | amazon-quicksight-user.pdf | 195 | a dashboard that sets a parameter for another dashboard. https://us-east-2.quicksight.aws.amazon.com/sn/dashboards/abc123-abc1-abc2-abc3- abcdefef1234#p.myParameter=12345 In the previous example, the first part is the link to the target dashboard: https://us- east-2.quicksight.aws.amazon.com/sn/dashboards/abc123-abc1-abc2-abc3- abcdefef1234. The hash sign (#) follows the first part to introduce the fragments, which contain the values that you want to set. The values in the fragments aren't received or logged by AWS servers. This functionality keeps your data values more secure. The fragment after # follows these rules: • Parameters are prefixed with p.. The names are the parameter name, not the control name. You can view the parameter name by opening the analysis, and choosing Parameter on the left sidebar. • The value is set using equals (=). The following rules apply: • Literal values don't use quotation marks. Parameters 703 Amazon QuickSight User Guide • Spaces inside values are automatically encoded by the browser, so you don't need to use escape characters when manually creating a URL. • To return all values, set the parameter equal to "[ALL]". • To assign the parameter's value to null, set it equal to %00. For example, p.population= %00. • In custom actions, target parameter names begin with $, for example: << $passThroughParameter>> • In custom actions, parameter values display with angle brackets << >>, for example <<dashboardParameter1>>). The dashboard user sees the lookup value, not the variable. • For a custom URL action, multivalue parameters only need one instance of the same parameter in the fragment, for example: p.city=<<$city>> • For a direct URL, multiple values for a single parameter have two instances of the same parameter in the fragment. For an example, see following. • Ampersands (&) separate multiple parameters. For an example, see following. The server converts the date to UTC and sends it to the backend as a string without a time zone. To use Universal Coordinated Time (UTC) dates, exclude the time zone. Following are some examples of date formats that work: • 2017-05-29T00%3A00%3A00 • 2018-04-04 14:51 -08:00 • Wed Apr 04 2018 22:51 GMT+0000 https://us-east-2.quicksight.aws.amazon.com/sn/dashboards/abc123- abc1-abc2-abc3-abcdefef1234#p.shipdate=2018-09-30 08:01&p.city=New York&p.city=Seattle&p.teamMember=12&p.percentageRank=2.3 In the browser, this code becomes the following. https://us-east-2.quicksight.aws.amazon.com/sn/dashboards/abc123- abc1-abc2-abc3-abcdefef1234#p.shipdate=2018-09-30%2008:01&p.city=New %20York&p.city=Seattle&p.teamMember=12&p.percentageRank=2.3 Parameters 704 Amazon QuickSight User Guide The previous example sets four parameters: • shipDate is a date parameter: Sept 30, 2018. • city is a multivalued string parameter: New York, and Seattle • teamMember is an integer parameter: 12. • percentageRank is a decimal parameter: 2.3. The following example shows how to set values for a parameter that accepts multiple values. https://us-east-2.quicksight.aws.amazon.com/sn/dashboards/abc123-abc1-abc2-abc3- abcdefef1234#p.MultiParam=WA&p.MultiParam=OR&p.MultiParam=CA To pass values from one dashboard (or analysis) to another dashboard based on the user's data point selection, use custom URL actions. If you choose, you can also generate these URLs manually, and use them to share a specific view of the data. For information on creating custom actions, see Using custom actions for filtering and navigating. Using parameters in titles and descriptions in Amazon QuickSight When you create parameters in Amazon QuickSight, you can use them in titles and descriptions throughout your charts and analyses to dynamically display parameter values. You can use parameters in the following areas of your analysis: • Chart titles and subtitles • Axis titles • Legend titles • Parameter control titles • Sheet titles and descriptions The following image shows a chart title that uses a parameter. Parameters 705 Amazon QuickSight User Guide Use the following procedures to learn how to add parameters to areas throughout your analysis. For more information about parameters and how to create them, see Parameters. Adding parameters to chart titles and subtitles Use the following procedure to learn how to add parameters to chart titles and subtitles. To add a parameter to a chart title or subtitle 1. Open the Properties pane for the visual that you want to format. 2. 3. In the Properties pane, choose the Title tab. Select Show title or Show subtitle. These options might already be selected. 4. Choose the three dots at the right of Edit title or Edit subtitle, and then choose a parameter from the list. Parameters 706 Amazon QuickSight User Guide The parameter is added to the title in the Properties pane. In the chart, the parameter value is displayed in the title. For more information about editing titles and subtitles in visuals, see Titles and subtitles on visual types in QuickSight. Adding parameters to axis titles Use the following procedure to learn how to add parameters to axis titles. To add a parameter to an axis title 1. Open the Properties pane for the visual that you want to format. 2. 3. In the Properties pane, choose the axis that you want to format. Select Show title. 4. Choose the three dots at the right of the default axis title, and then choose a parameter from the list. Parameters 707 Amazon QuickSight User Guide The |
amazon-quicksight-user-196 | amazon-quicksight-user.pdf | 196 | about editing titles and subtitles in visuals, see Titles and subtitles on visual types in QuickSight. Adding parameters to axis titles Use the following procedure to learn how to add parameters to axis titles. To add a parameter to an axis title 1. Open the Properties pane for the visual that you want to format. 2. 3. In the Properties pane, choose the axis that you want to format. Select Show title. 4. Choose the three dots at the right of the default axis title, and then choose a parameter from the list. Parameters 707 Amazon QuickSight User Guide The parameter is added to the axis title in the Properties pane. In the chart, the parameter value is displayed in the axis title. For more information about editing axis titles, see Axes and grid lines. Adding parameters to legend titles Use the following procedure to learn how to add parameters to legend titles. To add a parameter to a legend title 1. Open the Properties pane for the visual that you want to format. 2. 3. In the Properties pane, choose Legend. Select Show legend title. 4. Choose the three dots at the right of Legend title, and then choose a parameter from the list. Parameters 708 Amazon QuickSight User Guide The parameter is added to the legend title in the Properties pane. In the chart, the parameter value is displayed in the legend title. For more information about formatting legends, see Legends on visual types in QuickSight. Adding parameters to control titles Use the following procedure to learn how to add parameters to parameter control titles. To add a parameter to a parameter control title 1. Select the parameter control that you want to edit, choose the three dots at the right of the parameter control title, and then choose Edit. 2. In the Edit control page that opens, select Show title. 3. Choose the three dots at the right of Display name, and then choose a parameter from the list. Parameters 709 Amazon QuickSight User Guide The parameter is added to the parameter control title. For more information about using parameter controls, see Parameter controls. Adding parameters to sheet titles and descriptions Use the following procedure to learn how to add parameters to sheet titles and descriptions in your analysis. To add a parameter to a sheet title or description 1. On the analysis page, choose Sheets in the application bar and then choose Add title or Add description. A sheet title or description appears on the sheet. Parameters 710 Amazon QuickSight User Guide 2. For Sheet title or for Description, choose the three dots at right, and then choose a parameter from the list. The parameter is added to the sheet title or description and the parameter value appears in the text when you close the text box. For more information about adding sheet titles and descriptions, see Adding a title and description to an analysis. Using custom actions for filtering and navigating To add interactive options for dashboard subscribers (QuickSight readers), you create custom actions on one or more visuals in your analysis. Enhancing dashboards with custom actions helps people explore data by adding more context from within the dataset. It can make it easier to drill into the details and to find new insights in the same dashboard, a different dashboard, or a different application. You can add up to 10 custom actions to each visual in a dashboard. Before you begin, it's helpful to do some planning. For example, identify fields that are good candidates for filtering, for opening a different sheet, for opening a URL, or for sending email. For each sheet, identify the widgets that display these fields. Then decide which widgets are going to contain actions. It's also a good idea to create a naming scheme so the names of the actions are consistent throughout the entire analysis. Consistent names make it easier for the person using your analysis to figure out what the action will do, plus they make it easier for you to maintain actions that you might be duplicating throughout the analysis. Actions only exist on the dashboard widget where you create them and they work in the context of that widget's parent sheet and child fields that it displays. You can create actions only on specific types of widget: visuals and insights. You can't add them to other widgets, for example filter or list controls. Custom actions can only be activated from the widget where you create them. To activate an action, the person using the analysis can left-click (select) or right-click (use the context menu) on a data point. A data point is an item in the dataset, for example a point on a line chart, a cell in a pivot table, a slice on a |
amazon-quicksight-user-197 | amazon-quicksight-user.pdf | 197 | context of that widget's parent sheet and child fields that it displays. You can create actions only on specific types of widget: visuals and insights. You can't add them to other widgets, for example filter or list controls. Custom actions can only be activated from the widget where you create them. To activate an action, the person using the analysis can left-click (select) or right-click (use the context menu) on a data point. A data point is an item in the dataset, for example a point on a line chart, a cell in a pivot table, a slice on a pie chart, and so on. If the person clicks a visual element, the select action is activated. This is the action that is currently a member of the On select category of the Actions in an analysis. If the person instead right-clicks a visual element, they can choose from a list of menu actions. Any action listed is currently a member of the Menu option category of the Actions in an analysis. The On select category can contain one and only one member action. Custom actions 711 Amazon QuickSight User Guide By default, the first action you create becomes the select action—the one activated by left-clicking. To remove an action from the On select category, change the action's Activation setting to Menu option. After you save that change, you can set a different action's Activation setting to Select. You can choose from three Action types when you configure an action: • Filter action – Filter data included in visual or in the entire sheet. By default, filters are available for all fields in the parent visual. Cascading filters are enabled by default. Filter actions work across multiple datasets by using automatically generated field mappings. If the analysis uses more than one dataset, you can view the automatically generated field mappings for fields that exist in multiple datasets. To do this, choose View field mapping at the end of the action settings, while you're editing an action. If you are viewing a list of actions, choose View field mapping from the menu for each action. The field mappings appear in a new screen that shows the mapping between the initial dataset and all the other datasets in the visual. If no fields are automatically mapped, a message displays with a link to Mapping and Joining Fields. • Navigation actions – Enable navigation between different sheets in the same analysis. • URL actions – Open a link to another web page. If you want to open a different dashboard, use a URL action. You can use a URL action to send data points and parameters to other URLs. You can include any available field or parameter. If the URL uses the mailto scheme, running the action opens your default email editor. Topics • Adding one-click interactive filters • Creating and editing custom actions in Amazon QuickSight • Repairing custom actions • Understanding field mapping for custom actions in Amazon QuickSight Adding one-click interactive filters One-click interactive filtering provides point-and-click filtering that cascades from the clickable visual to all the other visuals and insights on a sheet. Add this to your analysis to start with summaries and drill down into the metrics, all within the same dashboard sheet. Custom actions 712 Amazon QuickSight User Guide After you set this up, when you click a data point (for example, a point in a line chart), you instantly filter using all mapped fields on all the other visuals on that sheet. If you have multiple datasets, all target fields must be mapped for this to work. Also, you can only have one action that works by clicking a data point; all other actions work from the context menu. Use the following procedure to create a one-click filter in an analysis. To create a one-click filter on a visual or insight 1. In your analysis, choose a visual or insight that you want to add interactive filtering to. 2. Choose Actions from the Menu options dropdown in the upper right corner. 3. Choose Filter same-sheet visuals. Doing this immediately adds one-click filtering. 4. Repeat this process for each visual that you wish to make interactive. Creating and editing custom actions in Amazon QuickSight You create one action for each task that you want to be able to add to a visual. The actions you create become part of the functionality of each visual or insight. The following table defines when to use each type of action. Action to perform Add or customize an interactive filter action, including one-click filters Type of action Filter action Open another sheet in the same dashboard Navigation action Open a sheet in a different dashboard in the same AWS account URL action Open a URL (https, http) Send an email (mailto) |
amazon-quicksight-user-198 | amazon-quicksight-user.pdf | 198 | and editing custom actions in Amazon QuickSight You create one action for each task that you want to be able to add to a visual. The actions you create become part of the functionality of each visual or insight. The following table defines when to use each type of action. Action to perform Add or customize an interactive filter action, including one-click filters Type of action Filter action Open another sheet in the same dashboard Navigation action Open a sheet in a different dashboard in the same AWS account URL action Open a URL (https, http) Send an email (mailto) URL action URL action You can set the following attributes and options for a custom action: Custom actions 713 Amazon QuickSight User Guide • Action name – This is a descriptive name that you choose for the action. By default, actions are named Action 1, Action 2, and so on. If your custom action is activated from a context menu, this name displays in the menu when you right-click on a data point. To make the action name dynamic, you can parameterize it. Use the near the action name header to display a list of available variables. Variables are enclosed in angle brackets << >>. Parameters are prefixed with a $ , for example <<$parameterName>>. Field names have no prefix, for example <<fieldName>>. • Activation – Available options are Select or Menu option. To use an action, you can select the data point (left-click) or navigate to the menu option in the context menu (right-click). Navigation actions and URL actions listed in the middle of the context menu, just above Color options. Actions that are activated by menu are also available from the legend on a visual. • Action type – The type of action that you want. Settings that are specific to an action type only display after you choose the action type. • Filter action settings include the following: • Filter scope – The fields to filter on. To filter on all fields, choose All fields. Otherwise, choose Select fields and then turn off the items you don't want to target. The default is All fields. • Target visuals – The dashboard widgets to target. To apply the filter to all of them, choose All visuals. Otherwise, choose Select visuals and then turn off the items you don't want to target. When you apply a filter action to other visuals, the effect is called cascading filters. The default is All visuals. A cascading filter applies all the visuals that are set up in the Target visuals section of a specific filter action. Amazon QuickSight initially evaluates your visuals and preconfigures the settings for you. But you can change the defaults if you wish to do so. You can set up multiple cascading filters on multiple visuals in the same sheet or analysis. When you are using the analysis or dashboard, you can use multiple cascading filters at the same time, although you activate each of these one at a time. A filter action requires at least one target visual, because a filter action requires a source and a target. To filter only the current visual, create a regular filter instead by choosing Filter at left. Custom actions 714 Amazon QuickSight User Guide • Navigation action settings include the following: • Target sheet – The sheet to target. • Parameters – The parameters to send to the target sheet. Choose to add an existing parameter. • URL action settings include the following: • URL – The URL to open. URL actions can be deep links into another application. Valid URL schemes include https, http, and mailto. • (Values) – (Optional) The parameters to send to the target URL. Parameter names start with a $. The parameters on both the sending and the receiving end must match in name and data type. • Open in – Where to open the URL. You can choose New browser tab, Same browser tab, or New browser window. Some types of actions enable you to include values from parameters or fields that are available in the visual or insight. You can type these in manually or choose to select from a list. For the custom action to work, every field and parameter it references must be actively in use in the parent widget. Use the following procedure to create, view, or edit a custom action in an analysis. To create, view, or edit a custom action 1. With your analysis open, choose Actions from the Menu options dropdown in the upper right corner. Custom actions 715 Amazon QuickSight User Guide The existing actions, if any, display by activation type. To turn an existing action on or off, use the box to the right of the action's name. 2. (Optional) To edit or view an |
amazon-quicksight-user-199 | amazon-quicksight-user.pdf | 199 | custom action to work, every field and parameter it references must be actively in use in the parent widget. Use the following procedure to create, view, or edit a custom action in an analysis. To create, view, or edit a custom action 1. With your analysis open, choose Actions from the Menu options dropdown in the upper right corner. Custom actions 715 Amazon QuickSight User Guide The existing actions, if any, display by activation type. To turn an existing action on or off, use the box to the right of the action's name. 2. (Optional) To edit or view an existing action, choose the menu icon ( next to the name of the action. To edit the action, choose Edit. To delete it, choose Delete. 3. To create a new action, choose either one of the following: • The add ( icon near the Actions heading • The Define a custom action button 4. For Action name, define an action name. To make the action name dynamic, use ) ) to add parameter or field values. For Activation, choose how the action runs. For Action type, choose the action type you want to use. For a Filter action, do the following: 5. 6. 7. a. b. For Filter scope, choose the scope of the filter. For Target visuals, choose how far the filter cascades 8. For a Navigation action, do the following: Custom actions 716 Amazon QuickSight User Guide a. b. For Target sheet, choose the target sheet. For Parameters, choose near the Parameters heading, select a parameter, and then choose a parameter value. You can choose all values, enter custom values, or select specific fields. 9. For a URL action, do the following: a. For URL, enter the hyperlink. b. Choose near the URL heading. Then, add variables from the list. c. For Open in, choose how to open the URL. 10. After you are finished with the action, choose one of the following at the bottom of the Actions panel (you might need to scroll down): • Save – Save your selections, and create the custom action. • Close – Close this custom action and discard your changes. • Delete – Delete this action. Repairing custom actions For a custom action to work, every field and parameter it references must be active in the parent widget. If a field is missing from the source widget, or if a parameter is missing from the analysis, the action for that field or parameter becomes unavailable. Menu actions are no longer included in the context menu. Select actions no longer respond to attempts to interact. However, in all other ways, the widget continues to function. No error displays to your users. You can fix broken filter actions and URL actions by adding the missing fields back to the broken visual or insight. The following procedure explains how to fix an action that broke because someone removed a field or parameter without updating the action. These steps provide basic guidance how to fix this issue. However, use your own judgment on how or if you should make changes to the analysis. If you're not sure, it's better to ask a QuickSight administrator for assistance before you change anything. For example, there might be a way to restore a previous version of the analysis, which might be safer if you aren't sure what happened to it. Custom actions 717 Amazon QuickSight User Guide To remove a field from a broken action 1. From the start page, choose Analyses. Then choose the analysis to fix. 2. Choose the visual or insight where the action no longer works. Make sure that it's highlighted on the sheet. 3. Choose Actions from the Menu options dropdown in the upper right corner. 4. Locate the action you want to fix, and choose , Edit. 5. If the action type is Filter action, and you see an error that says the field used by this action was removed, check the settings for Filter scope. Selected fields can only display fields that are in the visual. To disable selected fields that are removed, choose one of the following: • Change the Filter scope setting to All fields. Doing this enables the widget to filter on every field. • If you want to use a list of Selected fields, verify the list of fields. If you need to include another field, you need to add it to the visual first. 6. If the action type is Navigation action, follow the guidance on the error message, which reflects the type of change that caused the error. 7. If the action type is URL action, check the URL setting for variables marked with double angle brackets (<<FIELD-OR-$PARAMETER>). Open the list of available variables by choosing Remove any fields or parameters that aren't in |
amazon-quicksight-user-200 | amazon-quicksight-user.pdf | 200 | the widget to filter on every field. • If you want to use a list of Selected fields, verify the list of fields. If you need to include another field, you need to add it to the visual first. 6. If the action type is Navigation action, follow the guidance on the error message, which reflects the type of change that caused the error. 7. If the action type is URL action, check the URL setting for variables marked with double angle brackets (<<FIELD-OR-$PARAMETER>). Open the list of available variables by choosing Remove any fields or parameters that aren't in the list. Be sure you also remove the matching URL parameter and it's separator (? for the first URL parameter, or & for subsequent parameters). The following examples show (in bold) which part is removed if you were removing the field named Product from the visual. . https://www.example.com/examplefunction?q=<<Product> https://www.example.com/examplefunction?q=<<Product>&uact=<<$CSN> https://www.example.com/examplefunction?pass=yes&q=<<Product>+<<City>&oq=<<Product> +<<City>&uact=<<$CSN> Custom actions 718 Amazon QuickSight User Guide Make sure to test the new URL. 8. (Optional) To delete the action, scroll to the end and choose Delete. 9. When you are finished, confirm your changes to the action. Scroll to the bottom of the Action pane and choose Save. If the error also exists in an associated dashboard, share and publish the dashboard again to propagate the fix. Understanding field mapping for custom actions in Amazon QuickSight Automated field mapping is based on identical fields. Fields with the same name and data type map automatically across datasets. Their field names and data types must be an exact match. This works similar to a join, except that it is automatically generated based on names and data types for every matching field. If you are missing fields, you can create them by using calculated fields in the dataset that's missing a field. If you don't want to have some of the fields mapped to each other, you can rename or remove them from the dataset. It's important to make sure that all target fields are mapped if they are enabled for use with a filter action (in the Filter scope). Doing this allows filtering to apply automatically. If some target fields aren't mapped, the automatic filtering doesn't work. Mapping is generated only when you create or save a custom action. So after every change that affects the mapping, make sure to return to it and save it again. When you create an action, mapping is based on the fields as they exist at that point. When you save an action, any mapped fields that you renamed since you created the custom action stay mapped. However, if you alter the data type of a mapped field, the mapping is removed. If your mapping is missing some fields, you can do one of the following to fix it: • Only target the mapped fields, by removing the unmapped fields from the Filter scope. • Remove the visual in question from the target visuals. • Create calculated fields to supply the missing fields for the mapping, and then save your custom action. • Edit the dataset and rename the fields or change their data types, and then save your custom action. • Edit the dataset and rename the fields or change their data types, and then resave your custom action. Custom actions 719 Amazon QuickSight Note User Guide The information that displays on the mapping screen shows the configuration from the most recent time you saved it. To refresh or update the view, save the action again. If you add or edit datasets, they aren't automatically mapped or remapped. This causes the filtering to work incorrectly. For example, suppose that you add a new dataset, then create visuals for it. The new visuals won't respond to filter actions, because there is no field mapping to connect them. When you make changes, remember to save your custom actions again to redo the field mappings. If you remove a parameterized field or any other targeted field from the source visual, the action that uses it breaks. The action for the missing field either doesn't work when you select a data point, or it's hidden from the context menu. For information about preparing your dataset for automated field mapping, see Mapping fields. Working with paginated reports in Amazon QuickSight With Amazon QuickSight Paginated Reports, you can create, schedule, and share highly formatted multipage PDF reports. You can also schedule data exports as CSV files using QuickSight's existing web interface. This unifies historically separate systems for dashboards and reports. Working with paginated reports in Amazon QuickSight 720 Amazon QuickSight User Guide Report creators can use QuickSight's browser-based authoring experience to connect to a broad range of supported data sources and create highly formatted reports. They can specify the exact page size, length, and arrangement of images, charts, and |
amazon-quicksight-user-201 | amazon-quicksight-user.pdf | 201 | field mapping, see Mapping fields. Working with paginated reports in Amazon QuickSight With Amazon QuickSight Paginated Reports, you can create, schedule, and share highly formatted multipage PDF reports. You can also schedule data exports as CSV files using QuickSight's existing web interface. This unifies historically separate systems for dashboards and reports. Working with paginated reports in Amazon QuickSight 720 Amazon QuickSight User Guide Report creators can use QuickSight's browser-based authoring experience to connect to a broad range of supported data sources and create highly formatted reports. They can specify the exact page size, length, and arrangement of images, charts, and tables with pixel-level precision. Authors can then use QuickSight's scheduling mechanisms to set up and schedule highly personalized report delivery to end users, or archive reports for future use. Paginated reports are designed to be printed or distributed. Paginated report content is formatted to fit paper sizes and it displays all the data in a table and pivot table, even if the data spans multiple pages. Paginated reports are also referred to as pixel perfect because they are formatted for exact paper sizes and you can control page layout exactly. Each paginated report can generate a PDF of up to 1,000 pages. Paginated reports provide all available data that is present when the report is published as a PDF or CSV. For example, let's say you have a table with 10,000 rows. A paginated report presents the entire report across multiple pages for readers to view in its entirety. If you include this same table in an interactive dashboard report, the generated PDF includes a snapshot of the table that fills in a single page that can be scrolled through. These customized reports can be sent out in email Working with paginated reports in Amazon QuickSight 721 Amazon QuickSight User Guide bursts that generate up to thousands of personalized PDF or CSV reports to individual users and groups. Note Paginated reports are not available in the eu-central-2 Europe (Zurich) region. Topics • Getting started • Creating reports from an analysis in Amazon QuickSight • Formatting reports in Amazon QuickSight • Consuming paginated reports in Amazon QuickSight • Unsubscribe from paginated reporting in QuickSight Getting started To get started working with Amazon QuickSight paginated reports, first get the paginated reporting add-on for your QuickSight account. Pricing for the add-on applies to your entire Getting started 722 Amazon QuickSight User Guide QuickSight account and isn't specific to a Region. After you subscribe to QuickSight reporting, authors can begin creating, scheduling, and sending paginated reports. For more information about pricing for paginated reporting in Amazon QuickSight, see Amazon QuickSight Pricing. Get the QuickSight paginated reports add-on Before you can work with paginated reports in Amazon QuickSight, you must add the Paginated Reports add-on to your QuickSight subscription. To get the paginated reporting add-on in Amazon QuickSight 1. On the QuickSight start page, choose your user name at the upper right, and then choose Manage QuickSight. 2. Choose Your subscriptions on the left. 3. On the Manage subscriptions that opens, choose Get Paginated Reports add-on. 4. Choose the subscription plan that you want. You can choose between a monthly plan and an annual plan. 5. On the next page, review the Paginated Reports add-on pricing information and then choose Confirm subscription. After you get the paginated reports add-on, it may take several minutes for your subscription to take effect. When your subscription takes effect, you will be able to begin creating paginated reports in Amazon QuickSight. Creating reports from an analysis in Amazon QuickSight Paginated reports are created at the sheet level of an analysis in Amazon QuickSight. When you create a new analysis or a new sheet in an existing analysis, you choose whether to make the new sheet an Interactive dashboard or a Paginated report. This way, you can have analyses for interactive dashboards only, analyses for paginated reports only, or you can have an analysis that includes both interactive dashboards and paginated reports. There are three ways to create a paginated report. You can create a new report from a new sheet in an analysis, you can duplicate an interactive sheet in a dashboard, or you can duplicate a paginated report that already exists. Use the procedures below to create a paginated report. Creating reports from an analysis in Amazon QuickSight 723 Amazon QuickSight User Guide Creating reports from an analysis in Amazon QuickSight To create a paginated report from a new analysis 1. On the QuickSight start page, choose Analyses, and then choose New analysis. 2. Choose the dataset that you want to include in your new analysis, and then choose USE IN ANALYSIS in the top right. In the New sheet pop-up that appears, choose Paginated report. (Optional) Choose the paper size that you want for your paginated report. |
amazon-quicksight-user-202 | amazon-quicksight-user.pdf | 202 | that already exists. Use the procedures below to create a paginated report. Creating reports from an analysis in Amazon QuickSight 723 Amazon QuickSight User Guide Creating reports from an analysis in Amazon QuickSight To create a paginated report from a new analysis 1. On the QuickSight start page, choose Analyses, and then choose New analysis. 2. Choose the dataset that you want to include in your new analysis, and then choose USE IN ANALYSIS in the top right. In the New sheet pop-up that appears, choose Paginated report. (Optional) Choose the paper size that you want for your paginated report. You can choose 3. 4. from the following options: • US letter (8.5 x 11 in.) • US legal (8.5 x 14 in.) • A0 (841 x 1189 mm) • A1 (594 x 841 mm) • A2 (420 x 594 mm) • A3 (297 x 420 mm) • A4 (210 x 297 mm) • A5 (148 x 210 mm) • Japan B4 (257 x 364 mm) • Japan B5 (182 x 257 mm) The default paper size is US letter (8.5 x 11 in.) 5. (Optional) Choose between a portrait and landscape arrangement for the sheet. The default option is portrait. 6. Choose ADD. If you want to create a new paginated report in an existing analysis, choose the plus sign (+) icon to the right of the sheet tabs in your analysis and follow steps 3-6 from the preceding procedure. Creating reports from an existing dashboard in Amazon QuickSight You can also create a paginated report by duplicating an interactive sheet and converting the duplicate sheet into a paginated report. Creating reports from an analysis in Amazon QuickSight 724 Amazon QuickSight User Guide To create a paginated report from an interactive sheet 1. From the sheet that you want to duplicate in an analysis, choose the dropdown next to the name of the sheet that you want to convert. 2. Choose Duplicate to report. You can convert an interactive sheet to a paginated report, but you can't convert a paginated report to an interactive sheet. Duplicate an existing report in Amazon QuickSight This section will go over how to copy a report. To copy a paginated report 1. From the sheet that you want to duplicate in an analysis, choose the dropdown next to the name of the sheet that you want to convert. 2. Choose Duplicate. Formatting reports in Amazon QuickSight Use this section to learn how to format a paginated report in Amazon QuickSight. Topics • Working with sections • Changing paper size, margins, and orientation • Adding and removing page breaks to a report • Adding and deleting visuals to a report • Adding a text box to a report Formatting reports in Amazon QuickSight 725 Amazon QuickSight User Guide • Setting up prompts for paginated reports Working with sections A section is a container for different visuals that grow vertically to contain contents. Each section is rendered to completion, one after the other, accommodating configured page breaks and section settings. Headers and footers are special types of section that have a predefined size, location, and repetition throughout each page of a report. Each section in a paginated report can be formatted independently from other sections in the report. Visuals can be dragged and dropped anywhere you want, similar to a free-form layout in an interactive sheet. Visuals can also be overlapped, resized, or brought forward or to the back of the section. Additionally, you can change the margins within a section to make the grouping of visuals stand out from the rest of the report. Every report in QuickSight needs at least one section. You can add multiple sections to group different sets of visuals together, or to control the rendering order for different groupings of visuals. Each paginated report sheet supports up to 30 sections, including headers and footers. Use the topics listed below to learn more about sections. Topics • Adding, moving, and deleting sections • Headers and footers • Section padding • Create repeating sections Adding, moving, and deleting sections Add a new section To add a new section to a paginated report, use the following procedure. To add a new section to a paginated report 1. From the QuickSight start menu, choose Analyses and then choose the analysis that contains the report that you want to add a section to. Formatting reports in Amazon QuickSight 726 Amazon QuickSight User Guide 2. Choose the sheet that contains the paginated report that you want to add a section to. 3. Choose the ADD (+) icon in the top left corner, and choose Add section. You can also add a section by choosing the plus (+) icon at the bottom of an existing section and choosing Add section. When you choose Add section, a |
amazon-quicksight-user-203 | amazon-quicksight-user.pdf | 203 | to a paginated report 1. From the QuickSight start menu, choose Analyses and then choose the analysis that contains the report that you want to add a section to. Formatting reports in Amazon QuickSight 726 Amazon QuickSight User Guide 2. Choose the sheet that contains the paginated report that you want to add a section to. 3. Choose the ADD (+) icon in the top left corner, and choose Add section. You can also add a section by choosing the plus (+) icon at the bottom of an existing section and choosing Add section. When you choose Add section, a new section is added to the bottom of the report. You can't create a section inside of another section. If you select an existing section and then choose Add section, a new section will appear at the bottom of the report. When you have multiple sections in a paginated report, they can be arranged in any order that you want. Move a section To move a section in a report 1. Choose the section that you want to move, and then choose the three-dot icon in the right corner to open the on-section menu. 2. Choose where you want to move your section. You can choose from the following options: • Move section to top • Move section up • Move section down Formatting reports in Amazon QuickSight 727 Amazon QuickSight • Move section to bottom User Guide In some cases, you aren't able to select some of the preceding options. For example, if your section is already at the bottom of the report, you can't select Move down or Move section to bottom. Sections are named according to their ascending order in the report. When you move a section up or down in a report, every section affected by the move is renamed according to the new ascending order. When you delete a section from a paginated report, the names of the remaining sections may change depending on where the deleted section was located. For example, say you decide to delete Section 1. When you delete the section, the previous Section 2 will move up the report and become the new Section 1. Delete a section To delete a section from a report 1. Navigate to the section that you want to delete and choose the three-dot icon in the upper right corner to open the on-section menu. 2. Choose Delete. Headers and footers Headers and Footers are optional special sections located at the top and bottom of a paginated report. Headers and footers are commonly used to display basic information like the date the report was created or the page number. You can interact with headers and footers the same way you interact with a regular section in a report. By default, every report in Amazon QuickSight has a header and a footer. To remove the header or footer from your report, use the following procedure. To remove a header or footer from a paginated report 1. In your paginated report, navigate to the header or footer that you want to delete and open the On-section. 2. Choose Delete. Formatting reports in Amazon QuickSight 728 Amazon QuickSight User Guide When you delete a header or footer from your report, you are deleting the header or footer from every page of the report. You can't have a header or footer on some pages but not others. If you have removed the header or footer from your report but want them to be visible again, use the following procedure. To add a header or footer to a paginated report 1. Navigate to the paginated report that you want to add a header or footer to and choose Insert from the top menu. 2. Choose Add header or Add footer. Section padding You can use section padding to change the margins of an individual section in a paginated report. By default, all sections in a report use the page margins that are configured and applied to the entire report. You can also add section padding to a header or footer. With section padding, you can make a section stand out from other sections by creating another set of margins. Apply the new set of margins to the section on top of the page margins that the rest of the report uses. To change the section padding of a section 1. Navigate to the section that you want to add section padding to and open the Edit section. 2. In the Padding section of the Edit section, enter the amount of padding you want in inches. You can customize the padding of every side of the section (top, bottom, left, and right). You can't use section padding to decrease the margins of the section. For example, if the margins of the entire |
amazon-quicksight-user-204 | amazon-quicksight-user.pdf | 204 | new set of margins to the section on top of the page margins that the rest of the report uses. To change the section padding of a section 1. Navigate to the section that you want to add section padding to and open the Edit section. 2. In the Padding section of the Edit section, enter the amount of padding you want in inches. You can customize the padding of every side of the section (top, bottom, left, and right). You can't use section padding to decrease the margins of the section. For example, if the margins of the entire paginated report are 1 inch, you can only add to that value with section padding. Create repeating sections Use repeating sections to create duplicates of specific sections of a report to show one or more- dimension values. The data in the repeating section is sliced to match the dimensions of the section. Repeating sections can be replicated at scale to decrease the amount of time it takes to build reports. Use the following procedures to create and configure a repeating section in a report. Formatting reports in Amazon QuickSight 729 Amazon QuickSight To define a repeating section User Guide 1. Navigate to the section that you want to add a repeating behavior to and choose the Edit repeating section (triple panel). 2. In the Edit section pane that opens, choose ADD DIMENSION, and then choose the dimension that you want to add. 3. To add additional dimensions, repeat Step 2. You can add up to 3 dimentions in each repeating section configuration. Considerations for repeating sections The following limits apply to repeating sections. • Insight visuals aren't supported for repeating sections. • Repeating sections dimensions that are only from the last dataset that was selected for use in the analysis. After you create a repeating section, you can define sorting and limits to the repeating section configuration. You can also use text boxes to add system parameters to repeating sections. Define sorting in a repeating section To define sorting in a repeating section 1. Navigate to the section that you want to add a repeating behavior to and choose the Edit repeating section (triple panel). 2. In the Edit section that opens, choose the ellipsis (three dots) next to the dimension that you want to change. 3. Navigate to the Repeating tab and choose the ellipsis (three dots) next to the dimension that you want to sort, and then choose Edit. 4. 5. 6. For Sort by, use the dropdown to choose the dimension that you want to sort by. For Aggregation dropdown, choose the aggregation that you want to specify. For Sort order, choose Ascending or Descending. Formatting reports in Amazon QuickSight 730 Amazon QuickSight User Guide Define limits in a repeating section You can set limits to show only a certain number of distinct dimension values for each dimension of a repeating section. You can choose to show between 1 and 1000 distinct values. The default limit is 50. To define limits in a repeating section 1. Navigate to the section that you want to add a repeating behavior to and choose the Edit repeating section (triple panel). 2. 3. In the Edit section that opens, choose the ellipsis (three dots) next to the dimension that you want to change. For Limit to, enter the number of values that you want to limit the sorting to. You can enter a number between 1 and 1000. Considerations for limits The following limitations apply to limits in repeating sections. • An instance is defined as a distinct value of a dimention or a unique combination of values of multiple dimensions. • If the number of unique instancess for a dimension in a repeating section exceeds 1000, the PDF report is NOT generated. If this occurs, try one of the following options. • Define a limit for your dimension. • Create a sheet level filter to restrict the dimension values. • Use row level security (RLS) to restrict the dimension values. • Apply dataset filters. Add system parameters to repeating sections You can use text boxes to add system parameters to your paginated report's repeating section. This makes it possible to access dimensions that have been used to configure repeating sections. Repeating sections and dimensions need to be configred before you can access the dimensions in a text box. The system parameters can only be used within a repeating section. Formatting reports in Amazon QuickSight 731 Amazon QuickSight User Guide To add system parameters to a repeating section from a text box 1. Choose the text box visual that you want, and then choose the System parameters icon in the far right of the text box toolbar. 2. From the dropdown that appears, choose the parameter that you want. The image |
amazon-quicksight-user-205 | amazon-quicksight-user.pdf | 205 | access dimensions that have been used to configure repeating sections. Repeating sections and dimensions need to be configred before you can access the dimensions in a text box. The system parameters can only be used within a repeating section. Formatting reports in Amazon QuickSight 731 Amazon QuickSight User Guide To add system parameters to a repeating section from a text box 1. Choose the text box visual that you want, and then choose the System parameters icon in the far right of the text box toolbar. 2. From the dropdown that appears, choose the parameter that you want. The image below shows the System parameters dropdown in a text box. Add page breaks to repeating sections Similar to section page breaks, you can add page breaks to repeating sections. To add a page break to a repeating section 1. Navigate to the section that contains the repeating behavior that you want to change and choose the Edit repeating section (triple panel) icon. 2. In the Repeating tab of the Edit section pane that appears, check the box titled Page break after each instance. An instance is defined as a distinct value of a dimension or a unique combination of values of multipledimensions. If you clear the Page break after each instance checkbox, the page break is removed. Formatting reports in Amazon QuickSight 732 Amazon QuickSight User Guide Changing paper size, margins, and orientation After you create a paginated report in Amazon QuickSight, you can change the report format, orientation, and margins from the Analysis settings menu whenever you want. To change the paper size of a paginated report 1. From the QuickSight start menu, choose Analyses, and then choose the analysis that contains the paginated report that you want to change. 2. Choose Sheets in the file menu and select Layout Settings. 3. Open the Paper size dropdown menu and choose the paper size that you want. Choose from the following options: • US letter (8.5 x 11 in.) • US legal (8.5 x 14 in.) • A0 (841 x 1189 mm) • A1 (594 x 841 mm) • A2 (420 x 594 mm) • A3 (297 x 420 mm) • A4 (210 x 297 mm) • A5 (148 x 210 mm) • Japan B4 (257 x 364 mm) • Japan B5 (182 x 257 mm) 4. Choose Apply. To change the orientation of a report 1. From the QuickSight start menu, choose Analyses, and then choose the analysis that contains the paginated report that you want to change. 2. Choose the Settings icon on the left. 3. Choose the orientation for your report, and then choose Apply. Formatting reports in Amazon QuickSight 733 Amazon QuickSight User Guide To change the margins of a report 1. From the QuickSight start menu, choose Analyses, and then choose the analysis that contains the paginated report that you want to change. 2. Choose Edit < Analysis Settings. 3. Enter the margin values that you want your report to have, and then choose Apply. Margin values are applied to every page of a paginated report. You can't set custom settings for specific pages in a report, but you can set custom margins for sections using section padding. For more information on section padding, see Section padding. Margin values are expressed in inches. The default margins for all reports are 0.5 inches. Adding and removing page breaks to a report You can add page breaks between sections of a paginated report to organize the way data is rendered when the report is published by page. For example, let's say you have a report that contains two sections that are each 2.5 pages long. By default, Section 2 begins on the third page of the report directly following the end of Section 1. If you add a page break to the end of the Section 1, Section 2 begins on a new page, even if the last page of Section 1 only uses half of a page. This is useful when you don't want different sections to share pages, but you don't know how many pages each section will need. To add or delete a page break 1. 2. Select your section and choose the Edit section icon in the top left corner. In the Edit section pane that opens on the left, select the Page break after check box. 3. Choose Apply. When you check the Page break after box, a page break will appear at the end of the section. If you remove the check from the Page break after box, the page break is removed from the end of the section. Also, the proceeding section renders directly under the last page of the section, even if it causes the two sections to share a page. You can also add or remove a page |
amazon-quicksight-user-206 | amazon-quicksight-user.pdf | 206 | section icon in the top left corner. In the Edit section pane that opens on the left, select the Page break after check box. 3. Choose Apply. When you check the Page break after box, a page break will appear at the end of the section. If you remove the check from the Page break after box, the page break is removed from the end of the section. Also, the proceeding section renders directly under the last page of the section, even if it causes the two sections to share a page. You can also add or remove a page break from a report by choosing the plus (+) icon at the bottom of an existing section and choosing Add page break or Remove page break. Formatting reports in Amazon QuickSight 734 Amazon QuickSight User Guide Adding and deleting visuals to a report To add visuals to a section in a paginated report 1. In your paginated report, select the section that you want to add a visual to. 2. Choose the ADD (+) icon in Visuals pane. 3. Choose the visual type that you want to use in your report. After you add a visual to a report, you can interact with it the same way you would if the visual was part of an interactive dashboard. You can drag and drop visuals anywhere you want, similar to a free-form layout in a QuickSight interactive dashboard sheet. You can also overlap visuals, resize them, or bring them forward or to the back of the section. For more information on formatting visuals in Amazon QuickSight, see Formatting in Amazon QuickSight. To delete a visual 1. In the section that you want to delete a visual from, select the visual that you want to delete. 2. Choose the three-dot icon in the upper right corner of the visual to open the on-visual menu. Formatting reports in Amazon QuickSight 735 Amazon QuickSight 3. Choose Delete. User Guide When you delete a visual from a section of a paginated report, you are only deleting that specific visual from the report. Any duplicate visuals that are located in different sections of the report will remain in the report. Adding a text box to a report You can add text boxes to your paginated reports to add context to your reports. Text box visuals can also be used boxes to add hyperlinks to external websites. To customize the font, font style, text color, text spacing, text alignment, and text size, use the text box toolbar that appears when you select the visual. To add a text box to a report 1. In your paginated report, select the section that you want to add a text box to. 2. Choose the Text box icon in the task bar. 3. The new text box appears in the section of the report that you selected. To edit a text box, select the text box and begin typing what you want. A toolbar appears that you can use to make changes to the formatting and style of the text. To delete a text box 1. In the section that you want to delete a text box from, select the text box that you want to delete. 2. Choose the three-dot icon in the upper right corner of the visual to open the on-text box menu. 3. Choose Delete. Text box system parameters Use text boxes to add system parameters to your paginated report's headers and footers. Text box system parameters appear on the far right side of the text box toolbar. You can add the following parameters to a header or footer of your report: Formatting reports in Amazon QuickSight 736 Amazon QuickSight User Guide • Page numbers: The current page number of the report. • Report print date: The date the report was generated. To add a page number parameter to your text box, choose the number (#) icon on the far right side of the text box toolbar. To add a PrintDate parameter to your text box, choose the calendar icon on the far right side of the text box toolbar. For more advanced parameter options, add an insight to your paginated report. Setting up prompts for paginated reports Amazon QuickSight authors can create prompts on pixel-perfect reports to allow dashboard users to filter data in on-demand and scheduled reports. Prompts behave the same way a filter or control behaves in an interactive sheet. To define a prompt in a paginated report 1. On a paginated sheet, define a filter control or a parameter control. For more information on filter controls to sheets, see Adding filter controls to analysis sheets. For more information on parameter controls, see Using a control with a parameter in Amazon QuickSight. 2. In the new filter or parameter, choose the prompt values |
amazon-quicksight-user-207 | amazon-quicksight-user.pdf | 207 | paginated reports Amazon QuickSight authors can create prompts on pixel-perfect reports to allow dashboard users to filter data in on-demand and scheduled reports. Prompts behave the same way a filter or control behaves in an interactive sheet. To define a prompt in a paginated report 1. On a paginated sheet, define a filter control or a parameter control. For more information on filter controls to sheets, see Adding filter controls to analysis sheets. For more information on parameter controls, see Using a control with a parameter in Amazon QuickSight. 2. In the new filter or parameter, choose the prompt values that you want. The new prompts are immediately reflected on the sheet. 3. To export the report with the new prompts, choose File, and then choose Export to PDF. Prompts can't be moved to the sheet itself. Instead, they are displayed on the top panel. After a prompt is created for a pixel-perfect report and is published as a dashboard, QuickSight authors can use the new prompt to configure and schedule reports that are sent to QuickSight Formatting reports in Amazon QuickSight 737 Amazon QuickSight User Guide dashboard viewers. Dashboard viewers can also use these prompts to create their own scheduled reports. For more information about reader generated reports, see Creating a reader generated report in Amazon QuickSight. Consuming paginated reports in Amazon QuickSight When a QuickSight author publishes and then sends a scheduled paginated report, Amazon QuickSight will generate and save a snapshot of the report that is sent out. Whenever you go to view the paginated report's dashboard, you will see the generated snapshot of the most recently sent report. If you try to view your report's dashboard but you haven't sent an email report yet, you are prompted to schedule your first report to see the dashboard snapshot. For more information on scheduling an email report, see Scheduling and sending QuickSight reports by email. Consuming paginated reports in Amazon QuickSight 738 Amazon QuickSight User Guide If a QuickSight author has set up a prompted report for a QuickSight paginated report, QuickSight readers can use the prompt to schedule their own on-demand reports for themselves. For more information about reader-generated reports, see Creating a reader generated report in Amazon QuickSight. For more information about prompts for paginated reports, see Setting up prompts for paginated reports. Users can't interact with a published paginated report the same way they can interact with a published interactive sheet. Unlike interactive sheets, paginated reports generate static snapshots of data that is presented in groups of visuals or text boxes. These static snapshots are generated at the time that the report is sent, so that the audience can see the latest version of the data in the Consuming paginated reports in Amazon QuickSight 739 Amazon QuickSight User Guide report. Paginated reports are especially useful for generating invoices or weekly business reviews. Users can then compare the current paginated reports with reports that were generated in the past to better track their business data. Viewing a report's snapshot history Every time you send out a scheduled paginated report, Amazon QuickSight saves a copy of the generated snapshot that is sent out for your reference. You can view these snapshots at any time in the QuickSight console. To view a report's snapshot history 1. From the QuickSight start page, choose Dashboards, and then choose the dashboard whose snapshot history you want to see. 2. Choose the Scheduling icon in the top right toolbar, and then choose Recent snapshots. 3. In the Recent snapshots pane that appears on the right, choose the snapshot to view, and then choose the download button next to the file that you want to download. Unsubscribe from paginated reporting in QuickSight You can unsubscribe from QuickSight paginated reporting at any time. Once you unsubscribe from paginated reporting, you will lose the ability to create and schedule paginated reports in QuickSight. You are still able to access your existing paginated reports, but you won't be able to make changes or schedule new reports. To unsubscribe from paginated reporting Amazon QuickSight 1. From any page in Amazon QuickSight, choose your user name in the upper right, and choose Manage QuickSight. 2. Choose Your subscriptions on the left. 3. On the Your subscriptions page, scroll down to the QuickSight Paginated Reports add-on section and choose Manage. 4. Scroll down to your chosen subscription plan and choose Cancel subscription. Unsubscribe from paginated reporting 740 Amazon QuickSight User Guide Working with items on sheets in Amazon QuickSight analyses Use this section to learn how to work with visuals and other items as you author sheets in Amazon QuickSight Topics • Adding visuals to Amazon QuickSight analyses • Using Q Topics on sheets in Amazon QuickSight • Visual types in Amazon QuickSight • Formatting in Amazon QuickSight • |
amazon-quicksight-user-208 | amazon-quicksight-user.pdf | 208 | on the left. 3. On the Your subscriptions page, scroll down to the QuickSight Paginated Reports add-on section and choose Manage. 4. Scroll down to your chosen subscription plan and choose Cancel subscription. Unsubscribe from paginated reporting 740 Amazon QuickSight User Guide Working with items on sheets in Amazon QuickSight analyses Use this section to learn how to work with visuals and other items as you author sheets in Amazon QuickSight Topics • Adding visuals to Amazon QuickSight analyses • Using Q Topics on sheets in Amazon QuickSight • Visual types in Amazon QuickSight • Formatting in Amazon QuickSight • Customizing data presentation Adding visuals to Amazon QuickSight analyses A visual is a graphical representation of your data. You can create a wide variety of visuals in an analysis, using different datasets and visual types. After you have created a visual, you can modify it in a range of ways to customize it to your needs. Possible customizations include changing what fields map to visual elements, changing the visual type, sorting visual data, or applying a filter. Amazon QuickSight supports up to 50 datasets in a single analysis, and up to 50 visuals in a single sheet, and a limit of 20 sheets per analysis. You can create a visual in several ways. You can select the fields that you want and use AutoGraph to let Amazon QuickSight determine the most appropriate visual type. Or you can choose a specific visual type and choose fields to populate it. If you aren't sure what questions your data can answer for you, you can choose Suggested on the tool bar and choose a visual that Amazon QuickSight suggests. Suggested visuals are ones that we think are of interest, based on a preliminary examination of your data. For more information about AutoGraph, see Using AutoGraph. You can add more visuals to the workspace by choosing Add, then Add visual. Visuals created after June 21, 2018, are smaller in size, fitting two on each row. You can resize the visuals and drag them to rearrange them. To create a useful visual, it helps to know what question you are trying to answer as specifically as possible. It also helps to use the smallest dataset that can answer that question. Doing so helps you create simpler visuals that are easier to analyze. Working with items on sheets 741 Amazon QuickSight User Guide Fields as dimensions and measures In the Visuals pane, dimension fields have blue icons and measure fields have orange icons. Dimensions are text or date fields that can be items, like products. Or they can be attributes that are related to measures and can be used to partition them, like sales date for sales figures. Measures are numeric values that you use for measurement, comparison, and aggregation. You typically use a combination of dimension and measure fields to produce a visual, for example sales totals (a measure) by sales date (a dimension). For more information about the types of fields expected by the different visual types, see the specific visual type topics in the Visual types in Amazon QuickSight section. For more information about changing a field's measure or dimension setting, see Setting fields as a dimensions or measures. Field limitations You can only use one date field per visual. This limitation applies to all visual types. You can't use the same field for more than one dimension field well or drop target on a visual. For more information about how expected field type is indicated by field wells and drop targets, see Using visual field controls. Searching for fields If you have a long field list in the Fields list pane, you can search to locate a specific field. To do so, choose the search icon at the top of the Data pane and then enter a search term into the search box. Any field whose name contains the search term is shown. Search is case-insensitive and wildcards aren't supported. Choose the cancel icon (X) to the right of the search box to return to viewing all fields. Adding a visual Use the following procedure to create a new visual. To create a new visual 1. Open the QuickSight console. 2. On the Amazon QuickSight start page, choose the analysis that you want to add a visual to. 3. On the analysis page, choose the dataset that you want to use from the dataset list at the top of the Data pane. For more information, see Adding a dataset to an analysis. 4. Open the Visualize pane, choose Add, and then choose Add visual. Adding visuals 742 Amazon QuickSight User Guide A new, blank visual is created and receives focus. 5. Use one of the following options: • Choose the fields to use from the Data pane at left. If the fields |
amazon-quicksight-user-209 | amazon-quicksight-user.pdf | 209 | the Amazon QuickSight start page, choose the analysis that you want to add a visual to. 3. On the analysis page, choose the dataset that you want to use from the dataset list at the top of the Data pane. For more information, see Adding a dataset to an analysis. 4. Open the Visualize pane, choose Add, and then choose Add visual. Adding visuals 742 Amazon QuickSight User Guide A new, blank visual is created and receives focus. 5. Use one of the following options: • Choose the fields to use from the Data pane at left. If the fields aren't visible, choose Visualize to display it. Amazon QuickSight creates the visual, using the visual type it determines is most compatible with the data you selected. • Choose the dropdown arrow next to the ADD button to choose a visual type. After the visual is created, choose the fields that you want to populate it. 1. Choose the icon of a visual type from the Visual types pane. The field wells display the fields that are visualized. Adding visuals 743 Amazon QuickSight User Guide 2. From the Data pane, drag the fields that you want to use to the appropriate field wells. Typically, you want to use dimension or measure fields as indicated by the color of the target field well. If you choose to use a dimension field to populate a Value field well, the Count aggregate function is automatically applied to it to create a numeric value. Amazon QuickSight creates the visual using the visual type you selected. • Create a visual using a suggestion. On the tool bar, choose Suggested, then choose a suggested visual. Importing Amazon QuickSight visuals to an analysis QuickSight authors can import QuickSight visuals from one analysis or dashboard to a new analysis that has access privileges. When you import a visual from a QuickSight analysis or dashboard to another QuickSight analysis, the following dependencies are imported along with the visual. • Datasets associated with the visual • All parameters that are configured to the visual • Calculated fields that are configured to the visual Adding visuals 744 Amazon QuickSight • Filter definitions • Visual properties • Conditional formatting rules User Guide Use the following sections to learn more about importing QuickSight visuals. Topics • Considerations • Import a visual Considerations Before you import a visual, review the following limitations. • The QuickSight author that wants to import a visual must have ownership privileges to the analysis that they want to import the visual to • Filter controls can't be imported • Importing visuals from multiple sheets at a time is not supported • Some user configurations including filter configurations that are maintained against bookmarks and alerts are not supported Import a visual Use the following procedure to import a visual from a source dashboard or analysis to a different analysis. 1. Open the QuickSight console. 2. Open the analysis that you want to imort a visual to. 3. Choose File, and then choose Import. Alternatively, you can choose the Import icon in the ADD toolbar. 4. The Asset explorer modal opens. A list of all eligible source analyses and dashboards that you can access are displayed. Choose the artifact that you want to import a visual from, and then Adding visuals 745 Amazon QuickSight User Guide choose LOAD. Alternatively, enter the name of the source artifact that contains the visual that you want to import in the Find source to insert search bar. Choose the artifact that you want, and then choose LOAD. 5. In the Select visuals to import page that opens, choose the sheet that contains the visuals that you want to import, and then choose the visuals that you want to import. You can only import visuals from one sheet at a time. When you have chosen all visuals that you want to import, choose IMPORT. After a successful import job, the imported visuals are added to the destination analysis. The imported visuals retain the original properties that were configured to them in the source dashboard or analysis. Imported visuals inherit the theme-level properties from the theme that is applied to the destination analysis. Duplicating Amazon QuickSight visuals You can duplicate a visual to make a new copy of it on the same sheet or on a different sheet. To duplicate a visual, on the v-shaped on-visual menu, choose Duplicate visual to, then choose the sheet where you want the visual to appear. The display automatically shows you the duplicated visual. Duplicated visuals keep all the same filters and settings as the source visual. However, if you duplicate a visual onto a different sheet, all of its copied filters apply to the duplicate only. All copied filters are scoped down to apply only to that visual. If you want |
amazon-quicksight-user-210 | amazon-quicksight-user.pdf | 210 | can duplicate a visual to make a new copy of it on the same sheet or on a different sheet. To duplicate a visual, on the v-shaped on-visual menu, choose Duplicate visual to, then choose the sheet where you want the visual to appear. The display automatically shows you the duplicated visual. Duplicated visuals keep all the same filters and settings as the source visual. However, if you duplicate a visual onto a different sheet, all of its copied filters apply to the duplicate only. All copied filters are scoped down to apply only to that visual. If you want the filters to apply to more visuals on the new sheet, edit the filter and change the setting. Parameters and controls apply to all sheets. To make parameter controls work with a visual that you duplicate to a different sheet, add filters on the target sheet and connect them to the parameter. To do this, choose Custom filter as the filter type. Renaming Amazon QuickSight visuals Use the following procedure to rename a visual. To rename a visual 1. On the analysis page, choose the visual that you want to rename. 2. Select the visual name at the top left of the visual and enter a new name. Adding visuals 746 Amazon QuickSight User Guide 3. Press Enter or click outside of the visual name field to save the new name. Viewing visual data in Amazon QuickSight Amazon QuickSight offers a variety of ways to see the details of the data being displayed in a visual. The axes or rows and columns of the visual (depending on the visual type) have labels. Hovering over any graphical element in a visual displays the data associated with that element. Some visual types use visual cues to emphasize the element that you are hovering over and make it easier to differentiate. For example, the visual type might change the color of the element or highlight it. Use the following sections to learn more about viewing data in visuals. Topics • Viewing visual details • Scrolling through visual data • Focusing on visual elements • Excluding visual elements • Searching for specific values in your data in Amazon QuickSight Viewing visual details When viewing a visual, you can hover your cursor over any graphical element to get details on that element. For example, when you hover over a single bar on a bar chart, information about that specific bar displays in a tooltip. Adding visuals 747 Amazon QuickSight User Guide Hovering your cursor over a single data point on a scatter plot also displays information about that specific data point. You can customize the information that appears when you hover your cursor over data in a chart. For more information, see Tooltips. Scrolling through visual data For bar charts, line charts, and pivot tables, the content of the visual can be larger than the size that you want the visual to be. In these cases, scrub bars appear so you can either reduce the data that is displayed or scrub through it. This process is similar to the way that you can scrub through a video. To reduce the length of the scrub bar, hover over one end of it until the cursor changes shape. Then drag the widget to make the scrub bar larger or smaller. To scroll through the data, click and hold the scrub bar and slide it toward the end that you want to see. Adding visuals 748 Amazon QuickSight User Guide Focusing on visual elements When viewing visuals, you can choose data that you want to focus on or exclude. To perform this choice, choose an element such as a bar or bubble, or a row or column header. Focusing on or excluding data causes Amazon QuickSight to create a filter and show only the data that you selected. Adding visuals 749 Amazon QuickSight User Guide To remove the filter, choose Filters at left and then disable or delete the filter. You can also use Undo to remove a filter. If your visual has a legend that shows categories (dimensions), you can click on the values in the legend to see a menu of available actions. For example, suppose that your bar chart has a field in Adding visuals 750 Amazon QuickSight User Guide the Color or Group/Color field well. The bar chart menu displays the actions that you can choose by clicking or right-clicking on a bar, such as the following: • Focusing on, or excluding, visual elements • Changing colors of visual elements • Drilling down into a hierarchy • Custom actions activated from the menu, including filtering or URL actions The following screenshot shows how to use the legend for focusing on, or excluding, a dimension. Excluding visual elements When viewing visuals, you can choose an |
amazon-quicksight-user-211 | amazon-quicksight-user.pdf | 211 | that your bar chart has a field in Adding visuals 750 Amazon QuickSight User Guide the Color or Group/Color field well. The bar chart menu displays the actions that you can choose by clicking or right-clicking on a bar, such as the following: • Focusing on, or excluding, visual elements • Changing colors of visual elements • Drilling down into a hierarchy • Custom actions activated from the menu, including filtering or URL actions The following screenshot shows how to use the legend for focusing on, or excluding, a dimension. Excluding visual elements When viewing visuals, you can choose an element on the visual, and then choose to focus on the element. Elements to focus on can include, for example, a bar or bubble, or a row or column header in the case of a pivot table. The exception is that you can't exclude elements that are mapped to date fields. You can exclude multiple elements on a single chart. Excluding the element creates a filter that removes only that element from the visual. Adding visuals 751 Amazon QuickSight User Guide To see the excluded element again, you can either choose Undo on the application bar, or you can disable or delete the filter. For more information about filters, see Filtering data in Amazon QuickSight. Searching for specific values in your data in Amazon QuickSight When filtering your visual data, previewing anomalies, or using list or dropdown controls in a dashboard, you can quickly search for values that interest you. You can search for specific values or all values that contain a specific search query. For example, searching for al in a list of U.S. states returns Alabama, Alaska, and California. You can also use wildcard search to search for all values that match a specific character pattern. For example, you can search for all U.S. states that end with the letters ia and narrow the results down to California, Georgia, Pennsylvania, Virginia, and West Virginia. Adding visuals 752 Amazon QuickSight User Guide To search for values in a filter or control, enter a search query in the search bar. Using wildcard search The following wildcard characters can be used to find values in QuickSight filters, list and dropdown controls, and anomaly previews. • * - Use an asterisk symbol to search for values that match zero to many characters in a specific position. • ? - Use a question mark to match a single character in a specific position. • \ - Use a backslash to escape the *, ?, or \ wildcard characters and search for them in your query. For example, you can search for phrases that end with a question mark. Following are examples of how supported wildcard characters can be used in a QuickSight search query. • al - This query searches for all values with al and returns Alabama, Alaska, and California. • al* - This query searches for all values that begin with al and end with zero to multiple characters. It returns Alabama, and Alaska in a list of U.S. states. • *ia - This query searches for all values that begin with zero to multiple characters and end with letters ia. It returns California, Georgia, Pennsylvania, Virginia, and West Virginia. • *al* - This query searches for all values with zero to multiple characters before and after the letters al. It returns Alabama, Alaska, and California. • a?a?a?a - This query searches for all values with a single character in the exact positions between the a letters. It returns Alabama. • a?a*a - This query searches for all values with a single character between the first two a letters and multiple characters between the second two a letters. It returns Alabama and Alaska. • How*\? - This query searches for values that begin with How, followed by zero to multiple characters, and end with a question mark. The backslash (\) in this query informs QuickSight to search for question marks in each value, rather than use the question mark symbol as a wildcard character. This query returns the questions, How are you? and, How is this possible? • \** - This query searches for values that begin with an asterisk and are followed by zero to multiple characters. The backslash (\) in this query informs QuickSight to search for an actual Adding visuals 753 Amazon QuickSight User Guide asterisk in the values, rather than use the asterisk symbol as a wildcard character. This query returns values such as *all, *above, and *below. • \\* - This query searches for values with a backslash, followed by zero to multiple characters. The first backslash (\) in this query informs QuickSight to search for the second backslash (\) in each value, rather than use the backslash symbol as a wildcard character. This query returns |
amazon-quicksight-user-212 | amazon-quicksight-user.pdf | 212 | are followed by zero to multiple characters. The backslash (\) in this query informs QuickSight to search for an actual Adding visuals 753 Amazon QuickSight User Guide asterisk in the values, rather than use the asterisk symbol as a wildcard character. This query returns values such as *all, *above, and *below. • \\* - This query searches for values with a backslash, followed by zero to multiple characters. The first backslash (\) in this query informs QuickSight to search for the second backslash (\) in each value, rather than use the backslash symbol as a wildcard character. This query returns results such as \Home. • ??? - This query searches for values that contain three characters. It returns values such as ant, bug, and car. Exporting data from visuals Note Export files can directly return information from the dataset import. This makes the files vulnerable to CSV injection if the imported data contains formulas or commands. For this reason, export files can prompt security warnings. To avoid malicious activity, turn off links and macros when reading exported files. Using the Amazon QuickSight console, you can export data from any type of chart or graph. The export contains only the data in the fields that are currently visible in the selected visualization. Any data that is filtered out is excluded from the export file. You can export data into the following formats: • A text file containing comma-separated values (CSV), available for all visual types. • A Microsoft Excel workbook file (.xslx), available for pivot tables and table charts only. The following rules apply: • Exported files are downloaded to the default download directory configured in the browser that you're currently using. • The downloaded file is named for the visualization that you exported it from. To make the file name unique, it has a sequential timestamp (a Unix epoch data type). • Default limit for export to CSV format: 500 MB or 1M rows whichever comes first • Default limit for export to Excel format: Adding visuals 754 Amazon QuickSight User Guide • from Pivot Table visual 400K cells or 50K rows • from Table visual 800K cells or 100K rows Note With a subscription to Paginated Reporting, you are able to schedule the export of visuals in CSV and Excel formats and export up to 3M rows (CSV) and 16M cells (Excel). • You can't export data from an insight, because insights consume the data, but don't contain the data. • QuickSight doesn't support exporting data from more than a single visualization at a time. To export data from additional visuals in the same analysis or dashboard, repeat this process for each visual. To export all the data from a dashboard or analysis, you need to connect to the original data source using valid credentials and a tool that you can use to extract data. Use the following procedure to export data from a visualization in Amazon QuickSight. Before you begin, open the analysis or dashboard that contains the data that you want to export. To export data from a visualization 1. Choose the visualization that you want to export. Make sure that it is selected and highlighted. 2. At top right on the visual, open the menu and choose one of the following: • To export to CSV, choose Export to CSV. • To export to XSLX, choose Export to Excel. This option is available only for pivot tables and table charts. 3. Depending on your browser settings, one of the following happens: • The file automatically goes to your default Download location. • A dialog box appears so you can choose a file name and location. • A dialog box appears so you can choose to open the file with the default software or to save to. Adding visuals 755 Amazon QuickSight User Guide Refreshing visuals in Amazon QuickSight When you work in an Amazon QuickSight analysis or dashboard, visuals refresh and reload when you change something that affects them, such as updating a parameter or filter control. If you switch to a new sheet after a parameter or filter changes, only the visuals affected by the change refresh on the new sheet. Otherwise, visuals update every 30 minutes when you switch sheets. This is the default behavior for all analyses and dashboards. If you want to refresh all visuals when you switch sheets, regardless of a change, you can do so for each analysis that you create. To refresh all visuals each time that you switch sheets in an analysis 1. 2. 3. In QuickSight, open the analysis. In the analysis, choose Edit > Analysis Settings. In the Analysis Settings pane that opens, for Refresh Options, toggle on Reload visuals each time I switch sheets. 4. Choose Apply. Deleting Amazon QuickSight visuals Use the following procedure |
amazon-quicksight-user-213 | amazon-quicksight-user.pdf | 213 | 30 minutes when you switch sheets. This is the default behavior for all analyses and dashboards. If you want to refresh all visuals when you switch sheets, regardless of a change, you can do so for each analysis that you create. To refresh all visuals each time that you switch sheets in an analysis 1. 2. 3. In QuickSight, open the analysis. In the analysis, choose Edit > Analysis Settings. In the Analysis Settings pane that opens, for Refresh Options, toggle on Reload visuals each time I switch sheets. 4. Choose Apply. Deleting Amazon QuickSight visuals Use the following procedure to delete a visual. To delete a visual 1. On the analysis page, choose the visual that you want to delete. 2. Choose the on-visual menu at the upper-right corner of the visual, and then choose Delete. Adding visuals 756 Amazon QuickSight User Guide Using Q Topics on sheets in Amazon QuickSight QuickSight provides a guided workflow for creating topics. You can step out of the guided workflow and come back to it later, without disrupting your work. By enabling one or more Amazon QuickSight Q topics in your analysis workspace, you activate the ML-powered automated data prep for Q, which speeds Natural Language (NL) topic creation. Automated data prep for Q automatically selects high value fields, based on how they are used and on common Q&A needs. It automatically chooses user-friendly field names and synonyms, based on terms from existing analyses and on common dictionaries. It also automatically formats data, so it's immediately useful when presented. Automated data prep for Q binds the topic to your analysis and prepares an index for searching in natural language. A blue dot denotes this binding. Dashboard users find that the new Amazon QuickSight Q topic is automatically selected, making it easier for them to query the dataset. The following rules apply to working with Q topics: • You must be an owner of the underlying dataset before you can create a topic using that dataset or an analysis that uses that dataset. • You must be an owner of a topic before you can link the existing topic to an analysis. To enable a Q topic 1. Open the analysis that you want to use with automated data prep for Q. Using Q Topics 757 Amazon QuickSight User Guide 2. On the top navigation bar, choose the Q topic icon. 3. Choose one of the following: • To activate a new Q topic, select Create new topic and enter a topic title and optional description. • To activate an existing topic, select Update existing topic and choose the topic from the list. 4. Choose ENABLE TOPIC to confirm your choice. 5. When the topic is finished processing, you can use what it learned from the analysis to ask questions in natural language. Now, when users navigate to the dashboard, the linked topic is automatically selected in the Q search bar. After a topic is linked to an analysis, further updates to the analysis are not automatically synced to the topic. Authors need to manage updating topics manually from the Topics page. When you enable a Q topic for an analysis or dashboard, you are starting a process where automated data prep for Q learns from how you analyze your data. Ask it questions, and provide feedback and further information by following the screen prompts. The more you interact with the Q topic, the better prepared it becomes to answer your questions. To learn more about interacting with Q in an analysis, see https://docs.aws.amazon.com/ quicksight/latest/user/quicksight-q-starting-from-sheets.html. Visual types in Amazon QuickSight Amazon QuickSight offers a range of visual types that you can use to display your data. Use the topics in this section to learn more about the capabilities of each visual type. Topics • Measures and dimensions • Display limits • Hiding or displaying the other category Visual types 758 Amazon QuickSight User Guide • Customizing the number of data points to display • Using AutoGraph • Using bar charts • Using box plots • Using combo charts • Using custom visual content • Using donut charts • Using funnel charts • Using gauge charts • Using heat maps • Using Highcharts • Using histograms • Using image components • Using KPIs • Using layer maps • Using line charts • Creating maps and geospatial charts • Using small multiples • Using pie charts • Using pivot tables • Using radar charts • Using Sankey diagrams • Using scatter plots • Using tables as visuals • Using text boxes • Using tree maps • Using waterfall charts • Using word clouds Visual types 759 Amazon QuickSight Measures and dimensions User Guide We use the term measure to refer to numeric values that you use for measurement, comparison, and aggregation in visuals. A measure |
amazon-quicksight-user-214 | amazon-quicksight-user.pdf | 214 | Using histograms • Using image components • Using KPIs • Using layer maps • Using line charts • Creating maps and geospatial charts • Using small multiples • Using pie charts • Using pivot tables • Using radar charts • Using Sankey diagrams • Using scatter plots • Using tables as visuals • Using text boxes • Using tree maps • Using waterfall charts • Using word clouds Visual types 759 Amazon QuickSight Measures and dimensions User Guide We use the term measure to refer to numeric values that you use for measurement, comparison, and aggregation in visuals. A measure can be either a numeric field, like product cost, or a numeric aggregate on a field of any data type, like count of transaction IDs. We use the term dimension or category to refer to text or date fields that can be items, like products, or attributes that are related to measures and can be used to partition them. Examples are sales date for sales figures or product manufacturer for customer satisfaction numbers. Amazon QuickSight automatically identifies a field as a measure or a dimension based on its data type. Numeric fields can act as dimensions, for example ZIP codes and most ID numbers. It's helpful to give such fields a string data type during data preparation. This way, Amazon QuickSight understands that they are to be treated as dimensions and are not useful for performing mathematical calculations. You can change whether a field is displayed as a dimension or measure on an analysis-by-analysis basis instead. For more information, see Fields as dimensions and measures. Display limits All visual types limit the number of data points they display, so that the visual elements (like lines, bars, or bubbles) are still easy to view and analyze. The visual selects the first n number of rows for display up to the limit for that visual type. The selection is either according to sort order, if one has been applied, or in default order otherwise. The number of data points supported varies by visual type. To learn more about display limits for a particular visual type, see the topic for that type. The visual title identifies the number of data points displayed if you have reached the display limit for that visual type. If you have a large dataset and want to avoid running into the visual display limit, use one or more filters to reduce the amount of data displayed. For more information about using filters with visuals, see Filtering data in Amazon QuickSight. For dashboards and analyses, Amazon QuickSight supports the following: • 50 datasets per dashboard • 20 sheets per dashboard Visual types 760 Amazon QuickSight User Guide • 30 visualization objects per sheet You can also choose to limit how many data points you want to display in your visual, before they are added to the other category. This category contains the aggregated data for all the data beyond the cutoff limit for the visual type you are using—either the one you impose, or the one based on display limits. You can use the on-visual menu to choose whether to display the other category. The other category doesn't show on scatter plots, heat maps, maps, tables (tabular reports), or key performance indicators (KPIs). It also doesn't show on line charts when the x-axis is a date. Drilling down into the other category is not supported. The following image shows the other category on a bar chart. The following image shows the other category on a pivot table. Visual types 761 Amazon QuickSight User Guide Hiding or displaying the other category Use the following procedure to hide or display the "other" category. To hide or display the "other" category 1. On the analysis page, choose the visual that you want to modify. 2. Choose the on-visual menu at the upper-right corner of the visual, and then choose Hide "other" category or Show "other" category, as appropriate. Customizing the number of data points to display You can choose the number of data points to display on the main axis of some visuals. After this number is displayed in the chart, any additional data points are included in the "other" category. Visual types 762 Amazon QuickSight User Guide For example, if you choose to include 10 data points out of 200, 10 display in the chart and 190 become part of the "other" category. To find this setting, choose the v-shaped on-visual menu, then choose Format visual. You can use the following table to determine which field well contains the data point setting and what number of data points the visual type displays by default. Visual type Where to find the data point setting Default number of data points Bar chart, horizontal Y-axis – Number of data points displayed Bar chart, vertical |
amazon-quicksight-user-215 | amazon-quicksight-user.pdf | 215 | types 762 Amazon QuickSight User Guide For example, if you choose to include 10 data points out of 200, 10 display in the chart and 190 become part of the "other" category. To find this setting, choose the v-shaped on-visual menu, then choose Format visual. You can use the following table to determine which field well contains the data point setting and what number of data points the visual type displays by default. Visual type Where to find the data point setting Default number of data points Bar chart, horizontal Y-axis – Number of data points displayed Bar chart, vertical X-axis – Number of data points displayed Combo chart X-axis – Number of data points displayed Heat map Rows – Number of rows displayed Columns – Number of columns displayed Line chart X-axis – Number of data points displayed Pie chart Group/Color – Number of slices displayed Tree map Group by – Number of squares displayed 10,000 10,000 2,500 100 10,000 20 100 Using AutoGraph AutoGraph isn't a visual type itself, but instead lets you tell Amazon QuickSight to choose the visual type for you. When you create a visual by choosing AutoGraph and then selecting fields, Amazon QuickSight uses the most appropriate visual type for the number and data types of the fields you select. The icon for AutoGraph is as follows. Visual types 763 Amazon QuickSight User Guide Creating a visual using AutoGraph Use the following procedure to create a visual using AutoGraph. To create a visual using AutoGraph 1. On the analysis page, choose Visualize on the tool bar. 2. Choose Add on the application bar, and then choose Add visual. 3. On the Visual types pane, choose the AutoGraph icon. 4. On the Fields list pane, choose the fields that you want to use. Using bar charts Amazon QuickSight supports the following types of bar charts, with either horizontal or vertical orientation: • Single-measure – A single-measure bar chart shows values for a single measure for a dimension. For example, the revenue goal per region, as shown in the following image. Visual types 764 Amazon QuickSight User Guide • Multi-measure – A multi-measure bar chart shows values for multiple measure for a dimension. For example, the revenue goal and cost per region, as shown in the following image. • Clustered – A clustered bar chart shows values for a single measure for a dimension, grouped by another dimension. For example, the cost for each channel in a region, as shown in the following image. Visual types 765 Amazon QuickSight User Guide • Stacked – A stacked bar chart is similar to a clustered bar chart in that it displays a measure for two dimensions. However, instead of clustering bars for each child dimension by the parent dimension, it displays one bar per parent dimension. It uses color blocks within the bars to show the relative values of each item in the child dimension. The color blocks reflect the value of each item in the child dimension relative to the total for the measure. A stacked bar chart uses a scale based on the maximum value for the selected measure. For example, the revenue goal for each segment by region, as shown in the following image. • Stacked 100 percent – A stacked 100 percent bar chart is similar to a stacked bar chart. However, in a stacked 100 percent bar chart, the color blocks reflect the percentage of each item in the child dimension, out of 100 percent. For example, the percent each segment costs per region, as shown in the following image. Visual types 766 Amazon QuickSight User Guide Bar charts show up to 10,000 data points on the axis for visuals that don't use group or color. For visuals that do use group or color, they show up to 50 data points on the axis and up to 50 data points for group or color. For more information about how Amazon QuickSight handles data that falls outside display limits, see Display limits. Creating single-measure bar charts Use the following procedure to create a single-measure bar chart. To create a single-measure bar chart 1. On the analysis page, choose Visualize on the toolbar at left. 2. On the application bar at upper left, choose Add, and then choose Add visual. 3. On the Visual types pane, choose the Horizontal bar chart or Vertical bar chart icon, as shown following. Visual types 767 Amazon QuickSight User Guide 4. 5. From the Fields list pane, drag a dimension to the X-axis or Y-axis field well. From the Fields list pane, drag a measure to the Value field well. Creating multi-measure bar charts Use the following procedure to create a multi-measure bar chart. To create a multi-measure bar chart 1. On the analysis page, choose Visualize on the |
amazon-quicksight-user-216 | amazon-quicksight-user.pdf | 216 | 2. On the application bar at upper left, choose Add, and then choose Add visual. 3. On the Visual types pane, choose the Horizontal bar chart or Vertical bar chart icon, as shown following. Visual types 767 Amazon QuickSight User Guide 4. 5. From the Fields list pane, drag a dimension to the X-axis or Y-axis field well. From the Fields list pane, drag a measure to the Value field well. Creating multi-measure bar charts Use the following procedure to create a multi-measure bar chart. To create a multi-measure bar chart 1. On the analysis page, choose Visualize on the toolbar at left. 2. On the application bar at upper-left, choose Add, and then choose Add visual. 3. On the Visual types pane, choose the Horizontal bar chart or Vertical bar chart icon, as shown following. Visual types 768 Amazon QuickSight User Guide 4. 5. From the Fields list pane, drag a dimension to the X-axis or Y-axis field well. From the Fields list pane, drag two or more measures to the Value field well. Creating clustered bar charts Use the following procedure to create a clustered bar chart. To create a clustered bar chart 1. On the analysis page, choose Visualize on the toolbar at left. 2. On the application bar at upper left, choose Add, and then choose Add visual. 3. On the Visual types pane, choose the Horizontal bar chart or Vertical bar chart icon, as shown following. Visual types 769 Amazon QuickSight User Guide 4. 5. 6. From the Fields list pane, drag a dimension to the X-axis or Y-axis field well. From the Fields list pane, drag a measure to the Value field well. From the Fields list pane, drag a dimension to the Group/Color field well. Creating stacked bar charts Use the following procedure to create a stacked bar chart. To create a stacked bar chart 1. On the analysis page, choose Visualize on the toolbar at left. 2. On the application bar at upper-left, choose Add, and then choose Add visual. 3. On the Visual types pane, choose the Horizontal stacked bar chart or Vertical stacked bar chart icon, as shown following. Visual types 770 Amazon QuickSight User Guide 4. 5. 6. 7. From the Fields list pane, drag a dimension to the X-axis or Y-axis field well. From the Fields list pane, drag a dimension to the Group/Color field well. From the Fields list pane, drag a measure to the Value field well. (Optional) Add data labels and show totals: a. On the menu in the upper-right corner of the visual, choose the Format visual icon. b. c. In the Visual pane, choose Data labels. Toggle the switch to display data labels. Labels for each measure value appear in the chart and the option to show totals appears in the pane. d. Check Show totals. Totals appear for each bar in the chart. Creating stacked 100 percent bar charts Use the following procedure to create a stacked 100 percent bar chart. To create a stacked 100 percent bar chart 1. On the analysis page, choose Visualize on the toolbar at left. Visual types 771 Amazon QuickSight User Guide 2. On the application bar at upper-left, choose Add, and then choose Add visual. 3. On the Visual types pane, choose the Horizontal stacked 100% bar chart or Vertical stacked 100% bar chart icon, as shown following. 4. 5. From the Fields list pane, drag a dimension to the X-axis or Y-axis field well. From the Fields list pane, drag two or more measures to the Value field well. Bar chart features To understand the features supported by bar charts, use the following table. Feature Supported? Comments For more information Changing the legend display Yes, with exceptions Multi-measure and clustered bar charts display a legend, while single-measure horizontal bar charts don't. Legends on visual types in QuickSight Changing the title display Yes Titles and subtitles on visual types in QuickSight Visual types 772 Amazon QuickSight User Guide Feature Supported? Comments For more information Yes Yes Changing the axis range Showing or hiding axis lines, grid lines, axis labels, and axis sort icons Changing the visual colors Yes Focusing on or excluding elements Yes, with exceptions You can focus on or exclude any bar on the chart, except when you are using a date field as the dimension for the axis. In that case, you can only focus on a bar, not exclude it. Range and scale on visual types in QuickSight Axes and grid lines on visual types in QuickSight Colors in visual types in QuickSight Focusing on visual elements Excluding visual elements Sorting Yes You can sort on the fields you choose for the axis and Sorting visual data in Amazon QuickSight Yes Performing field aggregati on Adding drill- downs Yes the values. |
amazon-quicksight-user-217 | amazon-quicksight-user.pdf | 217 | exceptions You can focus on or exclude any bar on the chart, except when you are using a date field as the dimension for the axis. In that case, you can only focus on a bar, not exclude it. Range and scale on visual types in QuickSight Axes and grid lines on visual types in QuickSight Colors in visual types in QuickSight Focusing on visual elements Excluding visual elements Sorting Yes You can sort on the fields you choose for the axis and Sorting visual data in Amazon QuickSight Yes Performing field aggregati on Adding drill- downs Yes the values. You must apply aggregati on to the field or fields you choose for the value, and can't apply aggregation to the fields you choose for the axis or group/ color. You can add drill-dow n levels to the axis and Group/Color field wells. Changing field aggregation Adding drill-downs to visual data in Amazon QuickSight Visual types 773 Amazon QuickSight User Guide Feature Supported? Comments For more information Yes Yes Showing data labels Showing stacked bar chart totals Using box plots Data labels on visual types in QuickSight Stacked bar charts Showing totals in a stacked bar chart is only available when you choose to show data labels. Box plots, also known as box and whisker plots, display data pooled from multiple sources into one visual, helping you make data-driven decisions. Use a box plot to visualize how data is distributed across an axis or over time, for example flights delayed over a 7-day time period. Typically, a box plot details information in quarters: • Minimum – The lowest data point excluding outliers. • Maximum – The highest data point excluding outliers. • Median – The middle value of the dataset. • First Quartile – The middle value between the smallest number and the median of the dataset. The first quartile doesn't include the minimum or the median. • Third Quartile – The middle value between the largest number and the median of the dataset. The third quartile doesn't include the maximum or the median. Outliers are extreme data points that aren't included in the calculation of a box plot's key values. Because outliers are calculated separately, their data points don't appear immediately after a box plot is created. Box plots display up to 10,000 data points. If a dataset contains more than 10,000 data points, a warning appears at the upper-right corner of the visual. Box plots support up to five metrics and one group-by, but don't render if duplicate metrics are supplied. Box plots support some calculated fields, but not all. Any calculated field that uses a window function, for example avgOver, results in a SQL error. Box plot visuals aren't compatible with MySQL 5.3 and earlier. Visual types 774 Amazon QuickSight User Guide The following screenshot shows a box plot. The icon for a box plot is as follows. To create a basic box plot visual 1. Sign in to Amazon QuickSight at https://quicksight.aws.amazon.com/. 2. Open Amazon QuickSight and choose Analyses on the navigation pane at left. 3. Choose one of the following: • To create a new analysis, choose New analysis at upper right. For more information, see Starting an analysis in Amazon QuickSight. • To use an existing analysis, choose the analyses that you want to edit. 4. Choose Add, Add visual. Visual types 775 Amazon QuickSight User Guide 5. At lower left, choose the box plot icon from Visual types. 6. On the Fields list pane, choose the fields that you want to use for the appropriate field wells. Box plots require at least one unique measure field. 7. (Optional) Add drill-down layers by dragging one or more additional fields to the Group/Color field well. For more information about adding drill-downs, see Adding drill-downs to visual data in Amazon QuickSight. To understand the features supported by box plots, see Analytics formatting per type in QuickSight. For customization options, see Formatting in Amazon QuickSight. Using combo charts Using a combo chart, you can create one visualization that shows two different types of data, for example trends and categories. Combo charts are also known as line and column (bar) charts, because they combine a line chart with a bar chart. Bar charts are useful for comparing categories. Both bar charts and line charts are useful for displaying changes over time, although bar charts should show a greater difference between changes. Amazon QuickSight supports the following types of combo charts: • Clustered bar combo charts – display sets of single-color bars where each set represents a parent dimension and each bar represents a child dimension. Use this chart to make it easy to determine values for each bar. • Stacked bar combo charts – display multi-color bars where each bar represents a parent dimension and each color represents |
amazon-quicksight-user-218 | amazon-quicksight-user.pdf | 218 | a bar chart. Bar charts are useful for comparing categories. Both bar charts and line charts are useful for displaying changes over time, although bar charts should show a greater difference between changes. Amazon QuickSight supports the following types of combo charts: • Clustered bar combo charts – display sets of single-color bars where each set represents a parent dimension and each bar represents a child dimension. Use this chart to make it easy to determine values for each bar. • Stacked bar combo charts – display multi-color bars where each bar represents a parent dimension and each color represents a child dimension. Use this chart to make it easy to see relationships between child dimensions within a parent dimension. This chart shows the total value for the parent dimension and how each child adds to the total value. To determine the value for each child dimension, the chart reader must compare the size of the color section to the data labels for that axis. Both types of combo chart require only one dimension on the X axis, but are usually more effective when also displaying at least one measure under Lines. Use a combo chart only if you want to show a relationship between the bars and the lines. A good rule of thumb is that if you need to explain how the two chart types relate, you should probably use two separate charts instead. Visual types 776 Amazon QuickSight User Guide Because each chart works differently, it can be helpful to understand the following points before you begin: • The data points in each series render on different scales. Combo charts use a scale based on the maximum value for the selected measure. • The distance between the numbers on the axis won't match between the lines and bars, even if you select the same scale for each chart type. • For clarity, try to use different units for the measure in each data series. The combo chart is like using two different types of visualization at the same time. Make sure that the data in the bars (or columns) directly relates to the data in the line or lines. This relationship is not technically enforced by the tool, so it's essential that you determine this relationship yourself. Without some relation between the lines and bars, the visual loses meaning. You can use the combo chart visual type to create a single-measure or single-line chart. A single- measure combo chart shows one measure for one dimension. To create a multi-measure chart, you can choose to add multiple lines, or multiple bars. A multi- measure bar chart shows two or more measures for one dimension. You can group the bars in clusters, or stack them. For the bars, use a dimension for the axis and a measure for the value. The dimension is typically a text field that is related to the measure in some way and can be used to segment it to see more detailed information. Each bar in the chart represents a measure value for an item in the dimension you chose. Visual types 777 Amazon QuickSight User Guide Bars and lines show up to 2,500 data points on the axis for visuals that don't use group or color. For visuals that do use group or color, bars show up to 50 data points on the axis and up to 50 data points for group or color, while lines show 200 data points on the axis and up to 25 data points for group or color. For more information about how Amazon QuickSight handles data that falls outside display limits, see Display limits. The icons for combo charts are as follows. Combo chart features To understand the features supported by combo charts, use the following table. Feature Supported? Comments For more information Changing the legend display Yes, with exceptions Multi-measure combo charts display a legend, and single- Legends on visual types in QuickSight measure combo charts don't. Yes Yes Yes Changing the title display Changing the axis range Showing or hiding axis lines, grid lines, axis labels, and axis sort icons Changing the visual colors Yes Titles and subtitles on visual types in QuickSight You can set the range for the axis. Range and scale on visual types in QuickSight Axes and grid lines on visual types in QuickSight Colors in visual types in QuickSight Visual types 778 Amazon QuickSight User Guide Feature Supported? Comments For more information Focusing on or excluding elements Yes, with exceptions You can focus on or exclude any bar on the chart, except when you are using a date field as the dimension for the axis. In that case, you can only focus on a bar, not exclude it. Focusing on visual elements Excluding visual elements Sorting Yes You can sort |
amazon-quicksight-user-219 | amazon-quicksight-user.pdf | 219 | set the range for the axis. Range and scale on visual types in QuickSight Axes and grid lines on visual types in QuickSight Colors in visual types in QuickSight Visual types 778 Amazon QuickSight User Guide Feature Supported? Comments For more information Focusing on or excluding elements Yes, with exceptions You can focus on or exclude any bar on the chart, except when you are using a date field as the dimension for the axis. In that case, you can only focus on a bar, not exclude it. Focusing on visual elements Excluding visual elements Sorting Yes You can sort on the fields you choose for the axis and Sorting visual data in Amazon QuickSight Performing field aggregati Yes on Adding drill- downs Synchronizing y-axis Yes Yes the values. You must apply aggregati on to the field or fields you choose for the value. You can't apply aggregation to the fields you choose for the axis or group/color. You can add drill-dow n levels to the axis and Group/Color field wells. Synchronize the y-axes for both bars and lines into a single axis. Changing field aggregation Adding drill-downs to visual data in Amazon QuickSight Range and scale on visual types in QuickSight Creating a combo chart Use the following procedure to create a combo chart. To create a combo chart 1. On the analysis page, choose Visualize on the tool bar. 2. Choose Add on the application bar, and then choose Add visual. Visual types 779 Amazon QuickSight User Guide 3. On the Visual types pane, choose one of the combo chart icons. 4. From the Fields list pane, drag the fields that you want to use to the appropriate field wells. Typically, you want to use dimension or measure fields as indicated by the target field well. If you choose to use a dimension field as a measure, the Count aggregate function is automatically applied to it to create a numeric value. You can create combo charts as follows: • Choose a dimension for the X axis. • To create a single-measure combo chart, choose one measure for either Bars or Lines. • To create a multi-measure combo chart, choose two or more measures for the Bars or Lines field well. • Optionally, add a dimension to the Group/Color field well. If you have a field in Group/ Color, you can't have more than one field under Bars. 5. (Optional) Add drill-down layers by dragging one or more additional fields to the X axis or Group/Color field wells. For more information about adding drill-downs, see Adding drill- downs to visual data in Amazon QuickSight. Using custom visual content You can embed webpages and online videos, forms, and images in your Amazon QuickSight dashboards using the custom visual content chart type. For example, you can embed the image of your company logo in your dashboards. You can also embed an online video from your organization's latest conference, or embed an online form asking readers of the dashboard if the dashboard is helpful. Visual types 780 Amazon QuickSight User Guide After you create custom visual content, you can use navigation actions to navigate within them. You can also use parameters to control what appears in them. The following limitations apply to custom visual content: • Only https URL schemes are supported. • Custom visual content isn't supported in email reports. • Images and websites that use hotlink protection won't load in custom visuals. To embed a webpage, video, online form, or image in your dashboard, choose the custom visual content icon in the Visual types pane, as shown in the following image. For more information about adding visuals to a dashboard, see Adding a visual. Use the following procedures to learn how to embed custom visuals in your dashboards. Best practices for using custom visual content When embedding web content using the custom visual content chart type, we recommend the following: Visual types 781 Amazon QuickSight User Guide • Choose web content from sources that support viewing or opening the content in an IFrame. If the source of the web content doesn't support being viewed or opened in an IFrame, the content doesn't appear in QuickSight, even if the URL is accurate. • When possible, use embeddable URLs, especially for videos, online forms, spreadsheets, and documents. Embeddable URLs create a better experience for readers of your dashboard and make interacting with the content easier. You can usually find the embeddable URL for content when you choose to share the content from the source website. • To embed internal URLs or URLs that you own, you might need to set them to be opened in an IFrame. • When viewing custom visual content in an analysis or dashboard, make sure you enable all cookies. If third-party cookies are blocked in your browser, |
amazon-quicksight-user-220 | amazon-quicksight-user.pdf | 220 | accurate. • When possible, use embeddable URLs, especially for videos, online forms, spreadsheets, and documents. Embeddable URLs create a better experience for readers of your dashboard and make interacting with the content easier. You can usually find the embeddable URL for content when you choose to share the content from the source website. • To embed internal URLs or URLs that you own, you might need to set them to be opened in an IFrame. • When viewing custom visual content in an analysis or dashboard, make sure you enable all cookies. If third-party cookies are blocked in your browser, images that are part of the website that is embedded within the custom content visual do not render. Note Chrome has announced plans to deprecate all third-party cookies by the end of 2024. This means that websites that are embedded within QuickSight custom content visuals will no longer show any contents that rely on third-party cookies in Chrome. For more information about Chrome's plans to deprecate third party cookies, see Chrome is deprecating third-party cookies. Embedding images in a dashboard You can embed an online image in a dashboard using the image URL. Use the following procedure to embed an image using the custom visual content chart type. Embedded images don't appear in a browser that has third-party cookies blocked. To see embedded images in a dashboard, enable third-party cookies in your browser settings. To embed an image in a dashboard 1. 2. 3. In the Visual types pane, choose the custom visual content icon. In the visual, choose Customize visual. In the Properties pane that opens, under Custom content, enter the image URL for the image that you want to embed. 4. Choose Apply. Visual types 782 Amazon QuickSight User Guide The image appears as a webpage in the visual. 5. Choose Show as image. If the URL is an image, the image appears in the visual. If the URL is not an image, such as a URL to a slide show, gallery, or webpage, the following message appears: This URL doesn't appear to be an image. Update the URL to an image. To do so, open the image that you want to embed in a separate browser tab, or choose an embeddable URL for the image (usually found when you choose to share the image). 6. (Optional) For Image sizing options, choose one of the following options: • Fit to width – This option fits the image to the width of the visual. • Fit to height – This option fits the image to the height of the visual. • Scale to visual – This option scales the image to the width and height of the visual. This option might contort the image. • Do not scale – This option keeps the image at its original scale and doesn't fit the image to the dimensions of the visual. With this option, the image is centered in the visual and the parts of the image that are within the width and height of the visual appear. Some parts of the image might not appear if the visual is smaller than the image. If the visual is larger than the image, however, the image is centered in the visual and is surrounded by white space. Embedding online forms in a dashboard You can embed an online form in a dashboard using the embeddable URL. Use the following procedure to embed an online form using the custom visual content chart type. To embed an online form in a dashboard 1. 2. 3. In the Visual types pane, choose the custom visual content icon. In the visual, choose Customize visual. In the Properties pane that opens, under Custom content, enter the form URL for the online form that you want to embed. If possible, use an embeddable URL for the form. Using an embeddable URL creates a better experience for readers of your dashboard who might want to interact with the form. You can Visual types 783 Amazon QuickSight User Guide often find the embeddable URL when you choose to share the form on the site where you create it. 4. Choose Apply. The form appears in the visual. Embedding webpages in a dashboard You can embed webpage in a dashboard using the URL. Use the following procedure to embed webpage using the custom visual content chart type. To embed a webpage in a dashboard 1. 2. 3. In the Visual types pane, choose the custom visual content icon. In the visual, choose Customize visual. In the Properties pane that opens, under Custom content, enter the URL for the webpage that you want to embed. 4. Choose Apply. The webpage appears in the visual. Embedding online videos in a dashboard You can embed an online video in a dashboard using the embeddable |
amazon-quicksight-user-221 | amazon-quicksight-user.pdf | 221 | a dashboard You can embed webpage in a dashboard using the URL. Use the following procedure to embed webpage using the custom visual content chart type. To embed a webpage in a dashboard 1. 2. 3. In the Visual types pane, choose the custom visual content icon. In the visual, choose Customize visual. In the Properties pane that opens, under Custom content, enter the URL for the webpage that you want to embed. 4. Choose Apply. The webpage appears in the visual. Embedding online videos in a dashboard You can embed an online video in a dashboard using the embeddable video URL. Use the following procedure to embed an online video using the custom visual content chart type. To embed an online video in a dashboard 1. 2. 3. In the Visual types pane, choose the custom visual content icon. In the visual, choose Customize visual. In the Properties pane that opens, under Custom content, enter the embeddable URL for the video that you want to embed. To find the embeddable URL for a video, share the video and copy the embed URL from IFrame code. The following is an example of an embed URL for a YouTube video: https:// www.youtube.com/embed/uniqueid. For a Vimeo video, the following is an example of an embed URL: https://player.vimeo.com/video/uniqueid. 4. Choose Apply. Visual types 784 Amazon QuickSight User Guide The video appears in the visual. Using donut charts Use donut charts to compare values for items in a dimension. The best use for this type of chart is to show a percentage of a total amount. Each wedge in a donut chart represents one value in a dimension. The size of the wedge represents the proportion of the value for the selected measure that the item represents compared to the whole for the dimension. Donut charts are best when precision isn't important and there are few items in the dimension. The following screenshot shows an example of a donut chart. To learn how to use donut charts in Amazon QuickSight, you can watch this video: Using Donut Charts To create a donut chart, use one dimension in the Group/Color field well. With only one field, the chart displays the division of values by row count. To display the division of dimension values by a metric value, you can add a metric field to the Value field well. Donut charts show up to 20 data points for group or color. For more information about how Amazon QuickSight handles data that falls outside display limits, see Display limits. Visual types 785 Amazon QuickSight Donut chart features User Guide To understand the features supported by donut charts, use the following table. Feature Supported? Comments For more information Changing the legend display Changing the title display Yes Yes Changing the axis range Not applicable Changing the visual colors Yes Sorting Yes Yes Performing field aggregati on Focusing on or excluding elements Yes, with exceptions You can focus on or exclude a wedge in a donut chart, except when you are using a date field as a dimension . In that case, you can only focus on a wedge, not exclude it. You can sort on the field that you choose for the value or the group or color. You must apply aggregation to the field that you choose for the value, and can't apply aggregation to the field that you choose for group or color. Legends on visual types in QuickSight Titles and subtitles on visual types in QuickSight Range and scale on visual types in QuickSight Colors in visual types in QuickSight Focusing on visual elements Excluding visual elements Sorting visual data in Amazon QuickSight Changing field aggregation Visual types 786 Amazon QuickSight User Guide Feature Supported? Comments For more information Adding drill- downs Yes You can add drill-down levels to the Group/Color field well. Adding drill-downs to visual data in Amazon QuickSight Choosing size Yes You can choose how thick the donut chart is: small, Formatting in Amazon QuickSight Showing totals Yes Formatting in Amazon QuickSight medium, and large. You can choose to display or hide the aggregate of the Value field. By default, this displays the total count of the Group/Color field, or the total sum of the Value field. Creating a donut chart Use the following procedure to create a donut chart. To create a donut chart 1. On the analysis page, choose Visualize on the tool bar. 2. Choose Add on the application bar, and then choose Add visual. 3. On the Visual types pane, choose the donut chart icon. 4. From the Fields list pane, drag the fields that you want to use to the appropriate field wells. Typically, you want to use dimension or measure fields as indicated by the target field well. If you choose to use a dimension field |
amazon-quicksight-user-222 | amazon-quicksight-user.pdf | 222 | sum of the Value field. Creating a donut chart Use the following procedure to create a donut chart. To create a donut chart 1. On the analysis page, choose Visualize on the tool bar. 2. Choose Add on the application bar, and then choose Add visual. 3. On the Visual types pane, choose the donut chart icon. 4. From the Fields list pane, drag the fields that you want to use to the appropriate field wells. Typically, you want to use dimension or measure fields as indicated by the target field well. If you choose to use a dimension field as a measure, the Count aggregate function is automatically applied to it to create a numeric value. To create a donut chart, drag a dimension to the Group/Color field well. Optionally, drag a measure to the Value field well. 5. (Optional) Add drill-down layers by dragging one or more additional fields to the Group/Color field well. For more information about adding drill-downs, see Adding drill-downs to visual data in Amazon QuickSight. Visual types 787 Amazon QuickSight Using funnel charts User Guide Use a funnel chart to 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. The first stage, known as the head, is the largest block and is followed by the smaller stages, known as the neck, in a funnel shape. The size of the block representing each stage in a funnel chart is a percentage of the total, and is proportionate to its value. The bigger the size of the block, the bigger its value. Funnel charts are often useful in business contexts because you can view trends or potential problem areas in each stage, such as bottlenecks. For example, they can help you visualize the amount of the potential revenue in each stage of a sale, from first contact to final sale and on through maintenance. The icon for a funnel chart is as follows. To create a basic funnel chart visual 1. Open Amazon QuickSight and choose Analyses on the navigation pane at left. 2. Choose one of the following: • To create a new analysis, choose New analysis at upper right. For more information, see Starting an analysis in Amazon QuickSight. • To use an existing analysis, choose the analysis that you want to edit. 3. Choose Add (+), Add Visual. 4. At lower left, choose the funnel chart icon from Visual types. 5. On the Fields list pane, choose the fields that you want to use for the appropriate field wells. Funnel charts require one dimension in Group. 6. (Optional) Add drill-down layers by dragging one or more additional fields to the Group/Color field well. For more information about adding drill-downs, see Adding drill-downs to visual data in Amazon QuickSight. To understand the features supported by funnel charts, see Analytics formatting per type in QuickSight. For customization options, see Formatting in Amazon QuickSight. Visual types 788 Amazon QuickSight Using gauge charts User Guide Use gauge charts to compare values for items in a measure. You can compare them to another measure or to a custom amount. A gauge chart is similar to a nondigital gauge, for example a gas gauge in an automobile. It displays how much there is of the thing you are measuring. In a gauge chart, this measurement can exist alone or in relation to another measurement. Each color section in a gauge chart represents one value. In the following example, we are comparing actual sales to the sales goal, and the gauge shows that we must sell an additional 33.27% to meet the goal. The following screenshot shows an example of a gauge chart. To learn how to use gauge charts in Amazon QuickSight, you can watch this video: Using Gauge Charts To create a gauge chart, you need to use at least one measure. Put the measure in the Value field well. If you want to compare two measures, put the additional measure in the Target value field well. If you want to compare a single measure to a target value that isn't in your dataset, you can use a calculated field that contains a fixed value. You can choose a variety of formatting options for the gauge chart, including the following settings in Format visual. Visual types 789 Amazon QuickSight User Guide • Value displayed – Hide value, display actual value, or display a comparison of two values • Comparison method – Compare values as a percent, the actual difference between values, or difference as a percent • Axis style – • Show axis label – Show or hide the axis label • Range – The numeric minimum and maximum range to display in the gauge chart • Reserve |
amazon-quicksight-user-223 | amazon-quicksight-user.pdf | 223 | calculated field that contains a fixed value. You can choose a variety of formatting options for the gauge chart, including the following settings in Format visual. Visual types 789 Amazon QuickSight User Guide • Value displayed – Hide value, display actual value, or display a comparison of two values • Comparison method – Compare values as a percent, the actual difference between values, or difference as a percent • Axis style – • Show axis label – Show or hide the axis label • Range – The numeric minimum and maximum range to display in the gauge chart • Reserve padding (%) – Added to the top of the range (target, actual value, or max) • Arc style – Degrees the arc displays (180° to 360°) • Thickness – Thickness of the arc (small, medial, or large) Gauge chart features To understand the features supported by gauge charts, use the following table. Feature Supported? Comments For more information Changing the legend display Changing the title display Formatting gauge Changing the axis range Changing the visual colors Yes Yes Yes No Yes Legends on visual types in QuickSight Titles and subtitles on visual types in QuickSight You can customize the value displayed, the comparison method, the axis style, the arc style, and the thickness of the gauge. The foreground color the filled area; it represents the Value. The background color the unfilled area; it Colors in visual types in QuickSight Visual types 790 Amazon QuickSight User Guide Feature Supported? Comments For more information represents the Target value if one is selected. Focusing on or excluding elements Sorting Performing field aggregati on Adding drill- downs No No Yes No Creating a gauge chart Sorting visual data in Amazon QuickSight Changing field aggregation Use the following procedure to create a gauge chart. To create a gauge chart 1. On the analysis page, choose Visualize on the tool bar. 2. Choose Add on the application bar, and then choose Add visual. 3. On the Visual types pane, choose the gauge chart icon. 4. From the Fields list pane, drag the fields that you want to use to the appropriate field wells. To create a gauge chart, drag a measure to the Value field well. To add a comparison value, drag a different measure to the Target value field well. Using heat maps Use heat maps to show a measure for the intersection of two dimensions, with color-coding to easily differentiate where values fall in the range. Heat maps can also be used to show the count of values for the intersection of the two dimensions. Visual types 791 Amazon QuickSight User Guide Each rectangle on a heat map represents the value for the specified measure for the intersection of the selected dimensions. Rectangle color represents where the value falls in the range for the measure, with darker colors indicating higher values and lighter colors indicating lower ones. Heat maps and pivot tables display data in a similar tabular fashion. Use a heat map if you want to identify trends and outliers, because the use of color makes these easier to spot. Use a pivot table if you want to further analyze data on the visual, for example by changing column sort order or applying aggregate functions across rows or columns. To create a heat map, choose at least two fields of any data type. Amazon QuickSight populates the rectangle values with the count of the x-axis value for the intersecting y-axis value. Typically, you choose a measure and two dimensions. For example, the following heat map shows which products are most used by the customers in these countries, measured by a simple count. Heat maps show up to 50 data points for rows and up to 50 data points for columns. For more information about how Amazon QuickSight handles data that falls outside display limits, see Display limits. Heat map features To understand the features supported by heat maps, use the following table. Visual types 792 Amazon QuickSight User Guide Feature Supported? Comments For more information Changing the legend display Changing the title display Yes Yes Changing the axis range Not applicable Changing the visual colors No Focusing on or excluding elements Yes, with exceptions You can focus on or exclude a rectangle in a heat map, except when you are using a date field as the rows dimension. In that case , you can only focus on a rectangle, not exclude it. Legends on visual types in QuickSight Titles and subtitles on visual types in QuickSight Range and scale on visual types in QuickSight Colors in visual types in QuickSight Focusing on visual elements Excluding visual elements Sorting Yes You can sort by the fields you choose for the columns Sorting visual data in Amazon QuickSight Yes Performing field aggregati on Adding drill- |
amazon-quicksight-user-224 | amazon-quicksight-user.pdf | 224 | exceptions You can focus on or exclude a rectangle in a heat map, except when you are using a date field as the rows dimension. In that case , you can only focus on a rectangle, not exclude it. Legends on visual types in QuickSight Titles and subtitles on visual types in QuickSight Range and scale on visual types in QuickSight Colors in visual types in QuickSight Focusing on visual elements Excluding visual elements Sorting Yes You can sort by the fields you choose for the columns Sorting visual data in Amazon QuickSight Yes Performing field aggregati on Adding drill- downs Yes and the values. You must apply aggregation to the fields you choose for the value, and can't apply aggregation to the fields you choose for the rows or columns. You can add drill-down levels to the Rows and Columns field wells. Changing field aggregation Adding drill-downs to visual data in Amazon QuickSight Visual types 793 Amazon QuickSight User Guide Feature Supported? Comments For more information Conditional formatting No Creating a heat map Conditional formatting on visual types in QuickSight Use the following procedure to create a heat map. To create a heat map 1. On the analysis page, choose Visualize on the tool bar. 2. Choose Add on the application bar, and then choose Add visual. 3. On the Visual types pane, choose the heat map icon. 4. From the Fields list pane, drag the fields that you want to use to the appropriate field wells. Typically, you want to use dimension or measure fields as indicated by the target field well. If you choose to use a dimension field as a measure, the Count aggregate function is automatically applied to it to create a numeric value. To create a heat map, drag a dimension to the Rows field well, a dimension to the Columns field well, and a measure to the Values field well. 5. (Optional) Add drill-down layers by dragging one or more additional fields to the Rows or Columns field wells. For more information about adding drill-downs, see Adding drill-downs to visual data in Amazon QuickSight. Using Highcharts Use Highcharts visuals to create custom chart types and visuals that use the Highcharts Core library. Highcharts visuals provide QuickSight authors direct access to the Highcharts API. To configure a Highcharts visual, QuickSight authors need to add a Highcharts JSON schema to the visual in QuickSight. Authors can use QuickSight expressions to reference QuickSight fields, and formatting options in the JSON schema that they use to generate the Highcharts visual. The JSON Chart code editor provides contextual assistance for autocomplete and real time validation to ensure that the input JSON schemas are configured properly. To maintain security, the Highcharts visual editor does not accept CSS, JavaScript, or HTML code input. Visual types 794 Amazon QuickSight User Guide For more information about Highcharts visuals in Amazon QuickSight, see the Highcharts Visual QuickStart Guide in DemoCentral. The following image shows the Highcharts icon in QuickSight. The following image shows a lipstick chart that is configured in the Chart code JSON editor of a Highcharts visual in QuickSight. Visual types 795 Amazon QuickSight User Guide For more examples of visuals that you can create with the Highcharts visual in QuickSight, see Highcharts demos. Considerations Before you start creating Highcharts visuals in Amazon QuickSight, review the following limitations that apply to Highcharts visuals. • The following JSON values are not supported in the Highcharts Chart code JSON editor: • Functions • Dates • Undefined values • Links to GeoJSON files or other images are not supported for Highcharts visuals. • Field colors are not available for Highcharts visuals. Default theme colors are applied to all Highcharts visuals. Visual types 796 Amazon QuickSight Creating a Highcharts visual User Guide Use the following procedure to create a Highcharts visual in Amazon QuickSight. 1. Open the QuickSight console. 2. Open the QuickSight analysis that you want to add a Highcharts visual to. 3. On the application bar, choose Add, and then choose Add visual. 4. On the Visual types pane, choose the Highcharts visual icon. An empty visual appears on the analysis sheet and the Properties pane opens on the left. 5. In the Properties pane, expand the Display settings section and perform the following actions: a. b. For Edit title, choose the paintbrush icon, enter the title that you want the visual to have, and then choose SAVE. Alternatively, choose the eyeball icon to hide the title. (Optional) For Edit subtitle, choose the paintbrush icon, enter the subtitle that you want the visual to have, and then choose SAVE. Alternatively, choose the eyeball icon to hide the subtitle. c. (Optional) For Alt text, add the alt text that you want the visual to have. 6. Expand the Data point limit section. For Number |
amazon-quicksight-user-225 | amazon-quicksight-user.pdf | 225 | Properties pane, expand the Display settings section and perform the following actions: a. b. For Edit title, choose the paintbrush icon, enter the title that you want the visual to have, and then choose SAVE. Alternatively, choose the eyeball icon to hide the title. (Optional) For Edit subtitle, choose the paintbrush icon, enter the subtitle that you want the visual to have, and then choose SAVE. Alternatively, choose the eyeball icon to hide the subtitle. c. (Optional) For Alt text, add the alt text that you want the visual to have. 6. Expand the Data point limit section. For Number of data points to show, enter the number of data points that you want the visual to show. Highcharts visuals can show up to 10,000 data points. 7. Expand the Chart code section, shown in the following image. Visual types 797 Amazon QuickSight User Guide 8. Enter a JSON schema into the Chart code JSON editor. The editor provides contextual assistance and real time validation to ensure that your input JSON is configured properly. Any errors that QuickSight identifies can be viewed in the Errors dropdown. The example below shows a JSON schema that creates a lipstick chart that shows current year sales by industry. { "xAxis": { "categories": ["getColumn", 0] }, "yAxis": { "min": 0, Visual types 798 Amazon QuickSight User Guide "title": { "text": "Amount ($)" } }, "tooltip": { "headerFormat": "<span style='font-size:10px'>{point.key}</span><table>", "pointFormat": "<tr><td style='color:{series.color};padding:0'>{series.name}: </td><td style='padding:0'><b>${point.y:,.0f}</b></td></tr>", "footerFormat": "</table>", "shared": true, "useHTML": true }, "plotOptions": { "column": { "borderWidth": 0, "grouping": false, "shadow": false } }, "series": [ { "type": "column", "name": "Current Year Sales", "color": "rgba(124,181,236,1)", "data": ["getColumn", 1], "pointPadding": 0.3, "pointPlacement": 0.0 } ] } 9. Choose APPLY CODE. QuickSight converts the JSON schema into a visual that appears in the analysis. To make changes to the rendered visual, update the appropriate properties in the JSON schema and choose APPLY CODE. The image below shows the lipstick chart that is created with the JSON schema from the previous step. Visual types 799 Amazon QuickSight User Guide 10. (Optional) Open the Reference dropdown to access links to helpful Highctarts reference material. When you are happy with the rendered visual, close the properties pane. For more information about QuickSight specific expressions that can be used to configrue a Highcharts visual, see Amazon QuickSight JSON expression language for Highcharts visuals. Amazon QuickSight JSON expression language for Highcharts visuals Highcharts visuals accept most valid JSON values, standard arithmetic operators, string operators, and conditional operators. The following JSON values are not supported for Highcharts visuals: • Functions • Dates • Undefined values Visual types 800 Amazon QuickSight User Guide QuickSight authors can use JSON expression language create JSON schemas for a highcharts visual. JSON expression language is used to bind JSON to APIs or datasets to allow dynamic population and modification of JSON structures. Developers can also use JSON expression language to inflate and transform JSON data with concise and intuitive expressions. With JSON expression language, expressions are represented as arrays, where the first element specifies the operation and subsequent elements are the arguments. For example, ["unique", [1, 2, 2]] applies the unique operation to the array [1, 2, 2], resulting in [1, 2]. This array-based syntax allows for flexible expressions, that allow complex transformations on JSON data. JSON expression language supports nested expressions. Nested expressions are expressions that contain other expressions as arguments. For example ["split", ["toUpper", "hello world"], " "] first converts the string hello world into an uppercase, then splits it into array of words, resulting in ["HELLO", "WORLD"]. Use the following sections to learn more about JSON expression language for Highcharts visuals in Amazon QuickSight. Topics • Arithmetics • Array operations • Amazon QuickSight expressions Arithmetics The following table shows arithmetic expressions that can be used with JSON expression language. Operation Expression Input Output Addition ["+", { sum: ["+", 2, 4] } { sum: 6 } operand1, operand2] Subtraction ["-", { difference: ["-", { difference: 7 } operand1, 10, 3] } Visual types 801 Amazon QuickSight User Guide Operation Expression Input Output operand2] Multiplication ["*", { product: ["*", 5, { product: 30 } operand1, 6] } operand2] Division ["/", { quotient: ["/", 20, { quotient: 5 } operand1, 4] } operand2] Modulo ["%", { remainder: ["%", { remainder: 3 } operand1, 15, 4] } operand2] Exponentiation ["**", { power: ["**", 2, { power: 8 } base, 3] } exponent] Absolute Value ["abs", { absolute: ["abs", { absolute: 5 } operand] -5] } Square Root ["sqrt", { sqroot: ["sqrt", { sqroot: 4 } operand] 16] } Logarithm (base 10) Natural Logarithm ["log10", { log: ["log10", { log: 2 } operand] 100] } ["ln", { ln: ["ln", { ln: 1 } operand] Math.E] } Round ["round", { rounded: ["round", { rounded: 4 } operand] 3.7] } Visual types |
amazon-quicksight-user-226 | amazon-quicksight-user.pdf | 226 | } operand1, 4] } operand2] Modulo ["%", { remainder: ["%", { remainder: 3 } operand1, 15, 4] } operand2] Exponentiation ["**", { power: ["**", 2, { power: 8 } base, 3] } exponent] Absolute Value ["abs", { absolute: ["abs", { absolute: 5 } operand] -5] } Square Root ["sqrt", { sqroot: ["sqrt", { sqroot: 4 } operand] 16] } Logarithm (base 10) Natural Logarithm ["log10", { log: ["log10", { log: 2 } operand] 100] } ["ln", { ln: ["ln", { ln: 1 } operand] Math.E] } Round ["round", { rounded: ["round", { rounded: 4 } operand] 3.7] } Visual types 802 Amazon QuickSight User Guide Operation Expression Input Output Floor ["floor", { floor: ["floor", { floor: 3 } operand] 3.7] } Ceiling ["ceil", { ceiling: ["ceil", { ceiling: 4 } operand] 3.2] } Sine ["sin", { sine: ["sin", 0] } { sine: 0 } operand] Cosine ["cos", { cosine: ["cos", { cosine: 1 } operand] 0] } Tangent ["tan", { tangent: ["tan", { tangent: 0 } operand] Math.PI] } Array operations JSON expression language allows generic array manipulation for the following functions: • map – Applies a mapping function to each element of an array and returns a new array with the transformed values. For example, ["map", [1, 2, 3], ["*", ["item"], 2]] maps each element of the array [1, 2, 3] by multiplying it by 2. • filter – Filters an array based on a given condition and returns a new array containing only the elements that satisfy the condition For example, ["filter", [1, 2, 3, 4, 5], ["==", ["%", ["item"], 2], 0]] filters the array [1, 2, 3, 4, 5] to include only the even numbers. • reduce – Reduces an array to a single value by applying a reducer function to each element and accumulating the result. For example, ["reduce", [1, 2, 3, 4, 5], ["+", ["acc"], ["item"]], 0] reduces the array [1, 2, 3, 4, 5] to the sum of its elements. • get – Retrieves a value from an object or an array by specifying a key or index. Visual types 803 Amazon QuickSight User Guide For example, ["get", ["item"], "name"] retrieves the value of the "name" property from the current item. • unique – Given an array returns only unique items inside this array. For example, ["unique", [1, 2, 2]] returns [1, 2]. Amazon QuickSight expressions Amazon QuickSight offers additional expressions to enhance the functionality of Highcharts visuals. Use the following sections to learn more about common QuickSight expressions for highcharts visuals. For more information about JSON expression language in Amazon QuickSight, see the Highcharts Visual QuickStart Guide in DemoCentral. Topics • getColumn • formatValue getColumn Use the getColumn expressions to return values from specified column indices. For example, the following table shows a list of products alongside their category, and price. Product name Category Product A Technology Product B Product C Retail Retail Price 100 50 75 The following getColumn query generates an array that shows all product names alongside their price. { Visual types 804 Amazon QuickSight User Guide product name: ["getColumn", 0], price: ["getColumn", 2] } The follwing JSON is returned: { product name: ["Product A", "Product B", "Product C"], price: [100, 50, 75] } You can also pass multiple columns at once to generate an array of arrays, shown in the following example. Input { values: ["getColumn", 0, 2] } Output { values: [["Product A", 100], ["Product B", 50], ["Product C", 75]] } Similar to getColumn, the following expressions can be used to return column values from field wells or themes: • getColumnFromGroupBy returns columns from the group by field. The second argument is the index of the column to return. For example, ["getColumnFromGroupBy", 0] returns values of the first field as an array. You can pass multiple indices to get an array of arrays where each element corresponds to the field in the group by field well. • getColumnFromValue returns columns from the value field well. You can pass multiple indices to get an array of arrays where each element corresponds to the field in the values field well. • getColorTheme returns the current color pallete of a QuickSight theme, shown in the following example. { Visual types 805 Amazon QuickSight "color": ["getColorTheme"] } { "color": ["getPaletteColor", "secondaryBackground"] } Example User Guide getColumn can access any column from the table: • ["getColumn", 0] - returns array [1, 2, 3, 4, 5, ...] • ["getColumn", 1] - returns array [1, 1, 1, 1, 1, ...] • ["getColumn", 2] - returns array [1674, 7425, 4371, ...] Visual types 806 Amazon QuickSight User Guide getColumnFromGroupBy works similarly, but its index is limited to the columns in the group by field well: • ["getColumnFromGroupBy", 0] - returns array [1, 2, 3, 4, 5, ...] • ["getColumnFromGroupBy", 1] - returns array [1, 1, 1, |
amazon-quicksight-user-227 | amazon-quicksight-user.pdf | 227 | Amazon QuickSight "color": ["getColorTheme"] } { "color": ["getPaletteColor", "secondaryBackground"] } Example User Guide getColumn can access any column from the table: • ["getColumn", 0] - returns array [1, 2, 3, 4, 5, ...] • ["getColumn", 1] - returns array [1, 1, 1, 1, 1, ...] • ["getColumn", 2] - returns array [1674, 7425, 4371, ...] Visual types 806 Amazon QuickSight User Guide getColumnFromGroupBy works similarly, but its index is limited to the columns in the group by field well: • ["getColumnFromGroupBy", 0] - returns array [1, 2, 3, 4, 5, ...] • ["getColumnFromGroupBy", 1] - returns array [1, 1, 1, 1, 1, ...] • ["getColumnFromGroupBy", 2] - does not work, since there are only two columns in the group by field well getColumnFromValue works similarly, but its index is limited to the columns in the value field well: • ["getColumnFromValue", 0] - returns array [1, 2, 3, 4, 5, ...] • ["getColumnFromValue", 1] - does not work, since there is only one column in the value field well • ["getColumnFromValue", 2] - does not work, since there is only one column in the value field well formatValue Use the formatValue expression to apply QuickSight formatting to your values. For example, the following expression formats the x-axis label with the format value that is specified in the first field of QuickSight field wells. "xAxis": { "categories": ["getColumn", 0], "labels": { "formatter": ["formatValue", "value", 0] } } Using histograms Use a histogram chart in Amazon QuickSight to display the distribution of continuous numerical values in your data. Amazon QuickSight uses un-normalized histograms, which use an absolute count of the data points or events in each bin. Visual types 807 Amazon QuickSight User Guide To create a histogram, you use one measure. A new histogram initially displays ten bins (also called buckets) across the X-axis. These appear as bars on the chart. You can customize the bins to suit your dataset. The Y-axis displays the absolute count of the values in each bin. Make sure that you adjust the format settings so that you have a clearly identifiable shape. If your data contains outliers, this becomes clear if you spot one or more values off to the side of the X- axis. For information about how Amazon QuickSight handles data that falls outside display limits, see Display limits. Histogram features To understand the features supported by histograms, use the following table. Feature Supported? Comments For more information Changing the legend display Changing the title display Changing the axis range No Yes No However, you can change the bin count or the bin interval width (range of distribution). Legends on visual types in QuickSight Titles and subtitles on visual types in QuickSight Visual types 808 Amazon QuickSight User Guide Feature Supported? Comments For more information Showing or hiding axis lines, Yes Axes and grid lines on visual types in QuickSight grid lines, axis labels, and axis sort icons Changing the visual colors Focusing on or excluding elements Sorting Performing field aggregati on Adding drill- downs Yes No No No No Colors in visual types in QuickSight Histograms use only the count aggregation. Creating a histogram Use the following procedure to create a histogram. To create a histogram 1. On the analysis page, choose Visualize on the tool bar. 2. Choose Add on the application bar, and then choose Add visual. 3. On the Visual types pane, choose the histogram icon: 4. On the Fields list pane, choose the field that you want to use in the Value field well. A Count aggregate is automatically applied to the value. Visual types 809 Amazon QuickSight User Guide The resulting histogram shows the following: • The X-axis displays 10 bins by default, representing the intervals in the measure that you choose. You can customize the bins in the next step. • The Y-axis displays the absolute count of individual values in each bin. 5. (Optional) Choose Format on the visual control to change the histogram format. You can format the bins either by count or width, not both together. The count setting changes how many bins display. The width setting changes how wide or long of an interval each bin contains. Formatting a histogram Use the following procedure to format a histogram. To format a histogram 1. Choose the histogram chart that you want to work with. It should be the highlighted selection. The visual controls display on the top right of the histogram. 2. Choose the cog icon on the visual control menu to view the Format visual options. 3. On the Properties pane, set the following options to control the display of the histogram: • Histogram settings. Chose one of the following settings: • Bin count (option 1): The number of bins that display on the X-axis. • Bin width (option 1): The width (or |
amazon-quicksight-user-228 | amazon-quicksight-user.pdf | 228 | procedure to format a histogram. To format a histogram 1. Choose the histogram chart that you want to work with. It should be the highlighted selection. The visual controls display on the top right of the histogram. 2. Choose the cog icon on the visual control menu to view the Format visual options. 3. On the Properties pane, set the following options to control the display of the histogram: • Histogram settings. Chose one of the following settings: • Bin count (option 1): The number of bins that display on the X-axis. • Bin width (option 1): The width (or length) of each interval. This setting controls the number of items or events to include in each bin. For example, if your data is in minutes, you can set this to 10 to show 10-minute intervals. • With the following settings, you can explore the best way to format the histogram for your dataset. For example, in some cases, you might have a tall peak in one bin, while most of the other bins look sparse. This isn't a useful view. You can use the following settings individually or together: • Change the Number of data points displayed in the X-axis settings. Amazon QuickSight displays up to 100 bins (buckets) by default. If you want to display more (up to 1,000), change the X-axis setting for Number of data points displayed. • Enable Logarithmic scale in the Y-axis settings. Visual types 810 Amazon QuickSight User Guide Sometimes your data doesn't fit the shape that you want and this can provide misleading results. For example, if the shape is skewed so far to the right that you can't read it properly, you can apply a log scale to it. Doing this doesn't normalize your data; however, it does reduce the skew. • Display Data labels. You can enable the display of data labels to see the absolute counts in the chart. Even if you don't want to display these in most cases, you can enable them while you're developing an analysis. The labels can help you decide on formatting and filtering options because they reveal counts in bins that are too small to stand out. To see all the data labels, even if they overlap, enable Allow labels to overlap. 4. (Optional) Change other visual settings. For more information, see Formatting in Amazon QuickSight. Understanding histograms Although histograms look similar to bar charts, they are very different. In fact, the only similarity is their appearance because they use bars. On a histogram, each bar is called a bin or a bucket. Each bin contains a range of values called an interval. When you pause on one of the bins, details about the interval appear in a tooltip that shows two numbers enclosed in glyphs. The type of enclosing glyphs indicates if the numbers inside them are part of the interval that's inside the selected bin, as follows: • A square bracket next to a number means that the number is included. • A parenthesis next to a number means that the number is excluded. For example, let's say that the first bar in a histogram displays the following notation. [1, 10) The square bracket means that the number 1 is included in the first interval. The parenthesis means that the number 10 is excluded. In the same histogram, a second bar displays the following notation. Visual types 811 Amazon QuickSight [10, 20) User Guide In this case, 10 is included in the second interval, and 20 is excluded. The number 10 can't exist in both intervals, so the notation shows us which one includes it. Note The pattern used for marking intervals in a histogram comes from standard mathematical notation. The following examples show the possible patterns, using a set of numbers that includes 10, 20, and every number in between. • [10, 20] – This set is closed. It has hard boundaries on both ends. • [10, 21) – This set is half open. It has a hard boundary on the left and a soft boundary on the right. • (9, 20] – This set is half open. It has a soft boundary on the left and a hard boundary on the right. • (9, 21) – This set is open. It has soft boundaries on both ends. Because the histogram uses quantitative data (numbers) rather than qualitative data, there's a logical order to the distribution of the data. This is called a shape. The shape is often described the qualities the shape possesses, based on the count in each bin. Bins that contain a higher number of values form a peak. Bins that contain a lower number of values form a tail on the edge of a chart, and a valley between peaks. Most histograms fall into one of |
amazon-quicksight-user-229 | amazon-quicksight-user.pdf | 229 | on the right. • (9, 21) – This set is open. It has soft boundaries on both ends. Because the histogram uses quantitative data (numbers) rather than qualitative data, there's a logical order to the distribution of the data. This is called a shape. The shape is often described the qualities the shape possesses, based on the count in each bin. Bins that contain a higher number of values form a peak. Bins that contain a lower number of values form a tail on the edge of a chart, and a valley between peaks. Most histograms fall into one of the following shapes: • Asymmetrical or skewed distributions have values that cluster near the left or the right—the low or high end of the X-axis. The direction of skewness is defined by where the longer tail of the data is, not by where the peak is. It's defined this way because this direction also describes the location of the mean (average). In skewed distributions, the mean and the median are two different numbers. The different types of skewed distribution are as follows: • Negatively skewed or left skewed – A chart that has the mean to the left of the peak. It has a longer tail to the left and a peak to the right, sometimes followed by a shorter tail. The following histogram displays a left skewed distribution. Visual types 812 Amazon QuickSight User Guide • Positively skewed or right skewed – A chart that has the mean to the right of the peak. It has a longer tail to the right and a peak to the left, sometimes preceded by a shorter tail. The following histogram displays a right skewed distribution. • Symmetrical or normal distributions have a shape that's mirrored on each side of a center point (for example, a bell curve). In a normal distribution, the mean and the median are the same value. The different types of normal distribution are as follows: • Normal distribution, or unimodal – A chart that has one central peak representing the most common value. This is commonly called a bell curve, or a Gaussian distribution. The following histogram displays a normal distribution. • Bimodal – A chart that has two peaks representing the most common values. The following histogram displays a bimodal distribution. • Multimodal – A chart that has three or more peaks representing the most common values. The following histogram displays a multimodal distribution. Visual types 813 Amazon QuickSight User Guide • Uniform – A chart that has no peaks or valleys, with a relatively equal distribution of data. The following histogram displays a uniform distribution. The following table shows how a histogram differs from a bar chart. Histogram Bar chart A histogram displays the distribution of values in one field. A bar chart compares the values in one field, grouped by dimension. A histogram sorts values into bins that represent a range of values, for example 1– A bar chart plots values that are grouped into categories. 10, 10–20, and so on. The sum of all bins equals exactly 100% of the values in the filtered data. A bar chart isn't required to display all of the available data. You can change display settings at the visual level. For example, a bar chart might show only the top 10 categories of data. Rearranging bars detracts from the meaning of the chart as a whole. Bars can be in any order without changing the meaning of the chart as a whole. There are no spaces between the bars, to represent the fact this is continuous data. There are spaces between the bars, to represent the fact that this is categorical data. Visual types 814 Amazon QuickSight Histogram Bar chart User Guide If a line is included in a histogram, it represent s the general shape of the data. If a line is included in a bar chart, it's called a combo chart, and the line represents a different measure than the bars. Using image components Use image components to upload static images from your desktop to a QuickSight analysis. Each analysis sheet supports up to 10 image components. Image components are not included in the 50 visual per sheet limit. The file size of an image component can't exceed 1MB. The following image shows an image component visual in Amazon QuickSight. The following file formats are supported for image components: • .bmp Visual types 815 Amazon QuickSight • .jpg/.jpeg • .png • .tiff • .webp User Guide Use the following procedure to add an image component to a QuickSight analysis: To add an image component to a QuickSight analysis 1. Open the QuickSight console. 2. Open the QuickSight analysis that you want to add an image to. 3. Choose the Add image button in the toolbar at |
amazon-quicksight-user-230 | amazon-quicksight-user.pdf | 230 | per sheet limit. The file size of an image component can't exceed 1MB. The following image shows an image component visual in Amazon QuickSight. The following file formats are supported for image components: • .bmp Visual types 815 Amazon QuickSight • .jpg/.jpeg • .png • .tiff • .webp User Guide Use the following procedure to add an image component to a QuickSight analysis: To add an image component to a QuickSight analysis 1. Open the QuickSight console. 2. Open the QuickSight analysis that you want to add an image to. 3. Choose the Add image button in the toolbar at the top of the analysis. The following image shows the Add image icon. 4. 5. 6. 7. The file selection of your desktop opens. Choose the file that you want to upload, and then choose Open. The file size of the image component can't exceed 1MB. The image is uploaded to QuickSight and appears in the analysis. (Optional) To add alt text or update the image scaling options, choose the Properties icon at the top right of the image to open the Properties pane. (Optional) To add a custom tooltip to the image, open the Properties pane, choose Interactions, and then choose Add action. Filter actions are not supported for image components. You can also use the Interactions section to add custom navigation and URL actions to the image component. 8. (Optional) To duplicate or replace the image, choose the More options ellipsis (three dots) icon at the top right of the image, and then choose the action that you want to perform. Using KPIs Use a key performance indicator (KPI) to visualize a comparison between a key value and its target value. A KPI displays a value comparison, the two values being compared, and a visual that provides context to the data that's displayed. You can choose from a set of predesigned layouts to suit your business needs. The following image shows an example of a KPI visual that uses a sparkline. Visual types 816 Amazon QuickSight User Guide 1. Choose Add (+) drop down in the Visuals pane. 2. Choose the KPI icon from Visual types menu. KPI features To understand the features supported by the KPI visual type in Amazon QuickSight, use the following table. Feature Supported? Comments For more information Changing the title display Removing the title Yes Yes You can choose not to display a title. Titles and subtitles on visual types in QuickSight Visual types 817 Amazon QuickSight User Guide Feature Supported? Comments For more information Yes Yes Yes Changing comparison method Changing the primary value displayed Displaying or removing the progress bar By default, Amazon QuickSight automatically chooses a method. The settings are auto, differenc e, percent, and difference as percent. You can choose comparison (default) or actual. You can format the visual to either display (default) or not display a progress bar. For more information on KPI formatting options, see KPI options. Creating a KPI Use the following procedure to create a KPI. To create a KPI 1. Create a new analysis for your dataset. 2. 3. In the Visual types pane, choose the KPI icon. From the Fields list pane, drag the fields that you want to use to the appropriate field wells. You must use measure fields as indicated by the target field well. If you choose to use a dimension field as a measure, the Count aggregate function is automatically applied to it to create a numeric value. To create a KPI, drag a measure to the Value field well. To compare that value to a target value, drag a different measure to the Target value field well. 4. (Optional) Choose formatting options by selecting the on-visual menu at the upper-right corner of the visual, then choosing Format visual. Visual types 818 Amazon QuickSight Changing a KPI's layout User Guide Use the following procedure to change the layout for a KPI. To change the layout of a KPI 1. Navigate to the KPI visual that you want to change and choose KPI layouts. 2. In the KPI Layouts pane, choose the KPI layout that you want to use. The following image shows the KPI Layouts menu. Using layer maps Use layer maps to visualize data with custom geographic boundaries, such as congressional districts, sales territories, or user-defined regions. With layer maps, QuickSight authors upload GeoJSON files to Amazon QuickSight that shape layers over a base map and join with QuickSight data to visualize associated metrics and dimensions. Shape layers can be styled by color, border, and opacity. QuickSight authors can also add interactivity to layer maps through tooltips and custom actions. Visual types 819 Amazon QuickSight Note User Guide Amazon QuickSight layer map visuals only support polygon shapes. Line and point geometries are not supported. The following image shows |
amazon-quicksight-user-231 | amazon-quicksight-user.pdf | 231 | Use layer maps to visualize data with custom geographic boundaries, such as congressional districts, sales territories, or user-defined regions. With layer maps, QuickSight authors upload GeoJSON files to Amazon QuickSight that shape layers over a base map and join with QuickSight data to visualize associated metrics and dimensions. Shape layers can be styled by color, border, and opacity. QuickSight authors can also add interactivity to layer maps through tooltips and custom actions. Visual types 819 Amazon QuickSight Note User Guide Amazon QuickSight layer map visuals only support polygon shapes. Line and point geometries are not supported. The following image shows the Layer map icon in QuickSight. The following image shows a layer map visual in Amazon QuickSight. Visual types 820 Amazon QuickSight User Guide Creating a shape layer with layered maps Use the procedure below to create a shape layer with layer map visuals in Amazon QuickSight. 1. Open the QuickSight console. 2. Open the QuickSight analysis that you want to add a layer map to. 3. Choose Add on the application bar, and then choose Add visual. 4. On the Visual types pane, choose one of the layer map icon. Visual types 821 Amazon QuickSight User Guide 5. An empty map visual appears in the analysis and prompts you to continue configuring the layer. Choose CONFIGURE LAYER to continue configuring the layer map. 6. The Layer properties pane opens to the right. Navigate to the Shape file section, and then choose UPLOAD SHAPE FILE. 7. Choose the GeoJSON file that you want to visualize. The file most be in .geojson format and must not exceed 100 MB. 8. Navigate to the Data section. 9. For Shape file key field, choose the field that you want the shape to visualize. 10. (Optional) For Dataset key field, choose the dataset field that you want the shape to visualize. To assign color to the shapes, add a color field. If the color field is a measure, the shape uses gradient coloring. If the color field is a dimension, the shape uses categorical coloring. If a color field is not assigned to the shape, use the fill color option in the Styling section of the Layer properties pane to set a common color for all shapes. 11. (Optional) To change the layer name, navigate to the Layer options section and enter a name in the Layer name input. 12. (Optional) To change the fill or border colors, navigate to the Styling section and choose the color switch next to the object that you want to change. To adjust the opacity of the color, enter a percentage amount in the input located next to the eye icon. If you do not assign a color field to the Dataset key field, the fill color can be used to set a common color for all shapes. Using line charts Use line charts to compare changes in measure values over period of time, for the following scenarios: • One measure over a period of time, for example gross sales by month. • Multiple measures over a period of time, for example gross sales and net sales by month. • One measure for a dimension over a period of time, for example number of flight delays per day by airline. Line charts show the individual values of a set of measures or dimensions against the range displayed by the Y axis. Area line charts differ from regular line charts in that each value is represented by a colored area of the chart instead of just a line, to make it easier to evaluate item values relative to each other. Visual types 822 Amazon QuickSight User Guide The following screenshot shows a line chart. The following screenshot shows an area line chart. In this version of a line chart, the area between the line and the x-axis is filled with color. The following screenshot shows a stacked area line chart. In this version of a line chart, the area between the line and the X axis is filled with color. Also, the individual lines are layered to more clearly show the relationships between them. The values on the y-axis show the scale of the differences between data points. Visual types 823 Amazon QuickSight User Guide Because a stacked area line chart works differently than other line charts, simplify it if you can. Then the audience won't try to interpret the numbers. Instead, they can focus on the relationships of each set of values to the whole. One way to simplify is to remove the numbers down the left side of the screen by reducing the step size for the axis. To do this, choose the Options icon from the on-visual menu. In Format Options under Y-axis, enter 2 as the Step size. The following screenshot shows the result. Visual |
amazon-quicksight-user-232 | amazon-quicksight-user.pdf | 232 | types 823 Amazon QuickSight User Guide Because a stacked area line chart works differently than other line charts, simplify it if you can. Then the audience won't try to interpret the numbers. Instead, they can focus on the relationships of each set of values to the whole. One way to simplify is to remove the numbers down the left side of the screen by reducing the step size for the axis. To do this, choose the Options icon from the on-visual menu. In Format Options under Y-axis, enter 2 as the Step size. The following screenshot shows the result. Visual types 824 Amazon QuickSight User Guide Each line on the chart represents a measure value over a period of time. You can interactively view the values on the chart, as shown in the following screenshot. Hover over any line (1 in the screenshot) to see a pop-up legend that shows the values for each line on the X axis. If you hover over a data point (2), you can see the Value for that specific point on the X axis. Visual types 825 Amazon QuickSight User Guide Use line charts to compare changes in values for one or more measures or dimensions over a period of time. In regular line charts, each value is represented by a line, and in area line charts each value is represented by a colored area of the chart. Use stacked area line charts to compare changes in values for one or more groups of measures or dimensions over a period of time. Stacked area line charts show the total value for each group on the x-axis. They use color segments to show the values of each measure or dimension in the group. Line charts show up to 10,000 data points on the x-axis when no color field is selected. When color is populated, line charts show up to 400 data points on the x-axis and up to 25 data points for color. For more information about data that falls outside the display limit for this visual type, see Display limits. The icons for line charts are as follows. Visual types 826 Amazon QuickSight Line chart features User Guide To understand the features supported by line charts, use the following table. Feature Supported? Comments For more information Changing the legend display Changing the title display Changing the axis range Showing or hiding axis lines, grid lines, axis labels, and axis sort icons Adding a second Y-axis Changing the visual colors Focusing on or excluding elements Yes Yes Yes Yes Yes Yes Legends on visual types in QuickSight Titles and subtitles on visual types in QuickSight You can set the range for the Y axis. Range and scale on visual types in QuickSight Axes and grid lines on visual types in QuickSight Creating a dual-axis line chart Colors in visual types in QuickSight Yes, with exceptions You can focus on or exclude any line on the chart, except Focusing on visual elements in the following cases: Excluding visual elements • • You create a multi-dim ension line chart and use a date field as the dimension for the line c olor. You create a measure or multi-measure line chart Visual types 827 Amazon QuickSight User Guide Feature Supported? Comments For more information and use a date field as the dimension for the X axis. In these cases, you can only focus on a line, not exclude it. You can sort data for numeric measures in the X axis and Value field wells. Other data is automatically sorted in ascending order. You must apply aggregation to the field that you choose for the value, and can't apply aggregation to the fields you choose for the X axis and color. You can add drill-down levels to the X axis and Color field wells. Sorting visual data in Amazon QuickSight Changing field aggregation Adding drill-downs to visual data in Amazon QuickSight Sorting Yes, with exceptions Performing field aggregati Yes on Adding drill- downs Yes Creating a line chart Use the following procedure to create a line chart. To create a line chart 1. On the analysis page, choose Visualize on the tool bar. 2. Choose Add on the application bar, and then choose Add visual. 3. On the Visual types pane, choose one of the line chart icons. 4. From the Fields list pane, drag the fields that you want to use to the appropriate field wells. Typically, you want to use dimension or measure fields as indicated by the target field Visual types 828 Amazon QuickSight User Guide well. If you choose to use a dimension field as a measure, the Count aggregate function is automatically applied to it to create a numeric value. • To create a single-measure line chart, drag a dimension to the X axis |
amazon-quicksight-user-233 | amazon-quicksight-user.pdf | 233 | bar, and then choose Add visual. 3. On the Visual types pane, choose one of the line chart icons. 4. From the Fields list pane, drag the fields that you want to use to the appropriate field wells. Typically, you want to use dimension or measure fields as indicated by the target field Visual types 828 Amazon QuickSight User Guide well. If you choose to use a dimension field as a measure, the Count aggregate function is automatically applied to it to create a numeric value. • To create a single-measure line chart, drag a dimension to the X axis field well and one measure to the Value field well. • To create a multi-measure line chart, drag a dimension to the X axis field well and two or more measures to the Value field well. Leave the Color field well empty. • To create a multi-dimension line chart, drag a dimension to the X axis field well, one measure to the Value field well, and one dimension to the Color field well. 5. (Optional) Add drill-down layers by dragging one or more additional fields to the X axis or Color field wells. For more information about adding drill-downs, see Adding drill-downs to visual data in Amazon QuickSight. Creating a dual-axis line chart If you have two or more metrics that you want to display in the same line chart, you can create a dual-axis line chart. 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). For example, let's say you create a line chart. It shows the number of visitors who signed up for a mailing list and for a free service over a period of time. If the scale between those two measures varies widely over time, your chart might look something like the following line chart. Because the scale between measures varies so greatly, the measure with the smaller scale appears nearly flat at zero. Visual types 829 Amazon QuickSight User Guide If you want to show these measures in the same chart, you can create a dual-axis line chart. The following is an example of the same line chart with two Y-axes. To create a dual-axis line chart 1. In your analysis, create a line chart. For more information about creating line charts, see Creating a line chart. Visual types 830 Amazon QuickSight User Guide 2. In the Value field well, choose a field drop-down menu, choose Show on: Left Y-axis, and then choose Right Y-axis. Or you can create a dual-axis line chart using the Properties pane: a. On the menu in the upper-right corner of the line chart, choose the Format visual icon. b. c. In the Properties pane that opens, choose Data series. In the Data series section, choose the Show on right axis icon for the value that you want to place on a separate axis. Use the search bar to quickly find a value if you need to. The icon updates to indicate that the value is being shown on the right axis. The chart updates with two axes. The Properties pane updates with the following options: • To synchronize the Y-axes for both lines back into a single axis, choose Single Y-axis at the top of the Properties pane. • To format the axis at the left of the chart, choose Left Y-axis. • To format the axis at the right of the chart, choose Right Y-axis. For more information about formatting axis lines, see Axes and grid lines. For more information about adjusting the range and scale of an axis, see Range and scale. Visual types 831 Amazon QuickSight User Guide Creating maps and geospatial charts You can create two types of maps in Amazon QuickSight: point maps and filled maps. Point maps show the difference between data values for each location by size. Filled maps show the difference between data values for each location by varying shades of color. Important Geospatial charts in Amazon QuickSight currently aren't supported in some AWS Regions, including in China. For help with geospatial issues, see Geospatial troubleshooting. Before you get started creating maps, do the following: • Make sure that your dataset contains location data. Location data is data that corresponds to latitudinal and longitudinal values. Location data can include a column for latitude and a column for longitude in your dataset. It can also include a column with city names. QuickSight can chart latitude and longitude coordinates. It also recognizes geographic components such as country, state or region, county or district, city, and ZIP code or postal code. • Make sure that your location data fields are marked as geospatial data types. • Consider creating geographic hierarchies. For more information about working with geospatial |
amazon-quicksight-user-234 | amazon-quicksight-user.pdf | 234 | following: • Make sure that your dataset contains location data. Location data is data that corresponds to latitudinal and longitudinal values. Location data can include a column for latitude and a column for longitude in your dataset. It can also include a column with city names. QuickSight can chart latitude and longitude coordinates. It also recognizes geographic components such as country, state or region, county or district, city, and ZIP code or postal code. • Make sure that your location data fields are marked as geospatial data types. • Consider creating geographic hierarchies. For more information about working with geospatial data, including changing field data types and creating geospatial hierarchies, see Adding geospatial data. To learn more about creating maps in QuickSight, see the following. Topics • Creating point maps • Creating filled maps • Interacting with maps Creating point maps You can create point maps in Amazon QuickSight to show the difference between data values for each location by size. Each point on this type of map corresponds to a geographic location in your Visual types 832 Amazon QuickSight User Guide data, such as a country, state or province, or city. The size of the points on the map represents the magnitude of the field in the Size field well, in relation to other values in the same field. The color of the points represents the values in the Color field well. The field values in the Color field well display in the legend, if you choose a field for color. Use the following procedure to create a point map in QuickSight. To create point maps in QuickSight, make sure that you have the following: • One geospatial field (such as country, state or region, county or district, city, or ZIP code or postal code). Or you can use one latitude field and one longitude field. • One numeric field (measure) for size. • (Optional) A categorical field (dimension) for color. For information on formatting geospatial maps, see Map and geospatial chart formatting options. Creating point maps To create a point map 1. Add a new visual to your analysis. For more information about starting analyses, see Starting an analysis in Amazon QuickSight. For more information about adding visuals to analyses, see Adding a visual. 2. For Visual type, choose the Points on map icon. It looks like a globe with a point on it. Visual types 833 Amazon QuickSight User Guide 3. Drag a geographic field from the Fields list pane to the Geospatial field well, for example Country. You can also choose a latitude or longitude field. A point map appears with a point for each location in your data. If the field is part of a geographic hierarchy, the hierarchy displays in the field well. 4. Drag a measure from the Fields list pane to the Size field well. The points on the map update to show the magnitude of values for each location. 5. (Optional) Drag a dimension from the Fields list pane to the Color field well. Each point updates to show a point for each categorical value in the dimension. Creating filled maps You can create filled maps in Amazon QuickSight to show the difference between data values for each location by varying shades of color. Use the following procedure to create a filled map in QuickSight. To create filled maps in QuickSight, make sure that you have the following: Visual types 834 Amazon QuickSight User Guide • One geospatial field (such as country, state or region, county or district, or ZIP code or postal code). • (Optional) A numeric field (measure) for color. Creating filled maps To create a filled map 1. Add a new visual to your analysis. For more information about starting analyses, see Starting an analysis in Amazon QuickSight. For more information about adding visuals to analyses, see Adding a visual. 2. For Visual type, choose the Filled map icon. 3. Drag a geographic field from the Fields list pane to the Location field well, for example Country. A filled map appears with each location in your data filled in by the number of times they appear in your dataset (the count). If the field is part of a geographic hierarchy, the hierarchy displays in the field well. 4. (Optional) Drag a measure from the Fields list pane to the Color field well, for example Sales. Visual types 835 Amazon QuickSight User Guide Each location updates to show the sum of sales. Interacting with maps When you view a map visual in an Amazon QuickSight analysis or published dashboard, you can interact with it to explore your data. You can pan, zoom in and out, and autozoom to all the data. By default, map visuals are always zoomed based on the underlying data. When you pan around in the |
amazon-quicksight-user-235 | amazon-quicksight-user.pdf | 235 | geographic hierarchy, the hierarchy displays in the field well. 4. (Optional) Drag a measure from the Fields list pane to the Color field well, for example Sales. Visual types 835 Amazon QuickSight User Guide Each location updates to show the sum of sales. Interacting with maps When you view a map visual in an Amazon QuickSight analysis or published dashboard, you can interact with it to explore your data. You can pan, zoom in and out, and autozoom to all the data. By default, map visuals are always zoomed based on the underlying data. When you pan around in the map or zoom to a different level, the zoom to data icon appears above the zoom in and out icons at bottom right of the map. Using this option, you can quickly zoom back to the underlying data. To pan in a map visual • Click anywhere on the map visual and drag your cursor in the direction that you want to pan the map. To zoom in or out in a map visual • On the map visual, choose the plus or minus icons at bottom right. Or you can double-click the map to zoom in, and shift-double-click to zoom out. Visual types 836 Amazon QuickSight To zoom back to all the data User Guide • On the map visual, choose the zoom to data icon. This icon appears when you pan or zoom in on a map. Using small multiples Use this feature when you need to set multiple comparative visuals in a row. When you activate the small multiples feature, Amazon QuickSight creates a container or shelf of small visuals, presented side-by-side. Each copy of the visual contains a one view of the data. Using small multiples is a way to get a holistic view of your business, in an efficient and interactive way. Small multiples aren't listed in the palette visualization icons. Instead, the option to create small multiples appears as a field well, in the visuals that support it. To add small visuals to your analysis 1. On a line, bar, or pie charts, add a field to the Small multiples field well. Visual types 837 Amazon QuickSight User Guide 2. To see your small multiples, you need to enlarge the container that holds them, so you can see all of them at once. 3. To format the set of small multiples, choose Format visual (the pencil icon) from the menu on the visual. You can adjust the following settings: • Layout • Visible rows • Visible columns • Number of panels • Panel title options (toggle) • Font size and color • Font weight • Text alignment • Panel order options (toggle) Line thickness, style, and color • Panel gutter (toggle) Spacing • Panel background (toggle) Background color The following screenshot shows an example of small multiples: Visual types 838 Amazon QuickSight User Guide Using pie charts Use pie charts to compare values for items in a dimension. The best use for this type of chart is to show a percentage of a total amount. Each wedge in a pie chart represents one item in the dimension. Wedge size represents the proportion of the value for the selected measure that the item represents compared to the whole for the dimension. Pie charts are best when precision isn't important and there are few items in the dimension. To create a donut chart, use one dimension in the Group/Color field well. With only one field, the chart displays the division of values by row count. To display the division of dimension values by a metric value, you can add a metric field to the Value field well. Pie charts show up to 20 data points for group or color. For more information about how Amazon QuickSight handles data that falls outside display limits, see Display limits. The icon for a pie chart is as follows. Visual types 839 Amazon QuickSight Pie chart features User Guide To understand the features supported by pie charts, use the following table. Feature Supported? Comments For more information Changing the legend display Changing the title display Yes Yes Changing the axis range Not applicable Showing or hiding axis labels. Changing the visual colors Focusing on or excluding elements Yes Yes Yes, with exceptions You can focus on or exclude a wedge in a pie chart, except when you are using a date field as a dimension . In that case, you can only focus on a wedge, not exclude it. You can sort on the field that you choose for the value or the group or color. You must apply aggregation to the field that you choose for the value, and can't apply aggregation to the Sorting Yes Yes Performing field aggregati on Legends on visual types in QuickSight Titles and |
amazon-quicksight-user-236 | amazon-quicksight-user.pdf | 236 | visual colors Focusing on or excluding elements Yes Yes Yes, with exceptions You can focus on or exclude a wedge in a pie chart, except when you are using a date field as a dimension . In that case, you can only focus on a wedge, not exclude it. You can sort on the field that you choose for the value or the group or color. You must apply aggregation to the field that you choose for the value, and can't apply aggregation to the Sorting Yes Yes Performing field aggregati on Legends on visual types in QuickSight Titles and subtitles on visual types in QuickSight Range and scale on visual types in QuickSight Axes and grid lines on visual types in QuickSight Colors in visual types in QuickSight Focusing on visual elements Excluding visual elements Sorting visual data in Amazon QuickSight Changing field aggregation Visual types 840 Amazon QuickSight User Guide Feature Supported? Comments For more information Adding drill- downs Yes field that you choose for group or color. You can add drill-down levels to the Group/Color field well. Adding drill-downs to visual data in Amazon QuickSight Creating a pie chart Use the following procedure to create a pie chart. To create a pie chart 1. On the analysis page, choose Visualize on the tool bar. 2. Choose Add on the application bar, and then choose Add visual. 3. On the Visual types pane, choose the pie chart icon. 4. From the Fields list pane, drag the fields that you want to use to the appropriate field wells. Typically, you want to use dimension or measure fields as indicated by the target field well. If you choose to use a dimension field as a measure, the Count aggregate function is automatically applied to it to create a numeric value. To create a pie chart, drag a dimension to the Group/Color field well. Optionally, drag a measure to the Value field well. 5. (Optional) Add drill-down layers by dragging one or more additional fields to the Group/Color field well. For more information about adding drill-downs, see Adding drill-downs to visual data in Amazon QuickSight. Using pivot tables Use pivot tables to show measure values for the intersection of two dimensions. Heat maps and pivot tables display data in a similar tabular fashion. Use a heat map if you want to identify trends and outliers, because the use of color makes these easier to spot. Use a pivot table if you want to analyze data on the visual. Visual types 841 Amazon QuickSight User Guide To create a pivot table, choose at least one field of any data type, and choose the pivot table icon. Amazon QuickSight creates the table and populates the cell values with the count of the column value for the intersecting row value. Typically, you choose a measure and two dimensions measurable by that measure. Pivot tables support scroll down and right. You can add up to 20 fields as rows and 20 fields as columns. Up to 500,000 records are supported. Using a pivot table, you can do the following: • Specify multiple measures to populate the cell values of the table, so that you can see a range of data • Cluster pivot table columns and rows to show values for subcategories grouped by related dimension • Sort values in pivot table rows or columns • Apply statistical functions • Add totals and subtotals to rows and columns • Use infinite scroll • Transpose fields used by rows and columns • Create custom total aggregations To easily transpose the fields used by the rows and columns of the pivot table, choose the orientation icon ( ) near the top right of the visual. To see options for showing and hiding totals and subtotals, formatting the visual, or exporting data to a CSV file, choose the Menu items icon at top right. As with all visual types, you can add and remove fields. You can also change the field associated with a visual element, change field aggregation, and change date field granularity. In addition, you can focus on or exclude rows or columns. For more information about how to make these changes to a pivot table, see Changing fields used by a visual in Amazon QuickSight. For information on formatting pivot tables, see Formatting in Amazon QuickSight. For information on custom total aggregations for pivot tables, see Custom total values. The icon for a pivot table is as follows. Visual types 842 Amazon QuickSight User Guide Topics • Pivot table features • Creating a pivot table • Orienting pivot table values • Expanding and collapsing pivot table clusters • Showing and hiding pivot table columns in Amazon QuickSight • Sorting pivot tables in Amazon QuickSight • Using table calculations in pivot tables • Pivot table limitations |
amazon-quicksight-user-237 | amazon-quicksight-user.pdf | 237 | see Changing fields used by a visual in Amazon QuickSight. For information on formatting pivot tables, see Formatting in Amazon QuickSight. For information on custom total aggregations for pivot tables, see Custom total values. The icon for a pivot table is as follows. Visual types 842 Amazon QuickSight User Guide Topics • Pivot table features • Creating a pivot table • Orienting pivot table values • Expanding and collapsing pivot table clusters • Showing and hiding pivot table columns in Amazon QuickSight • Sorting pivot tables in Amazon QuickSight • Using table calculations in pivot tables • Pivot table limitations • Pivot table best practices Pivot table features Pivot tables don't display a legend. To understand the features supported by pivot tables, use the following table. Feature Supported? Comments For more information Changing the legend display Changing the title display No Yes Changing the axis range Not applicable Changing the visual colors No Legends on visual types in QuickSight Titles and subtitles on visual types in QuickSight Range and scale on visual types in QuickSight Colors in visual types in QuickSight Visual types 843 Amazon QuickSight User Guide Feature Supported? Comments For more information Focusing on or excluding elements Yes, with exceptions You can focus on or exclude any column or row, except when you are using a date field as one of the dimension s. In that case, you can only focus on the column or row that uses the date dime nsion, not exclude it. Focusing on visual elements Excluding visual elements Sorting Yes Performing field aggregati Yes on You can sort fields in the Rows or Columns field wells alphabetically or by a metric in ascending or descending order. Sorting visual data in Amazon QuickSight Sorting pivot tables in Amazon QuickSight Changing field aggregation You must apply aggregati on to the field or fields you choose for the value. You can't apply aggregation to the fields that you choose for the rows or columns. If you choose to create a multi-measure pivot table, you can apply different types of aggregation to the different measures. For example, you can show the sum of the sales amount and the maximum discount amount. Adding drill- downs No Adding drill-downs to visual data in Amazon QuickSight Visual types 844 Amazon QuickSight User Guide Feature Supported? Comments For more information Yes Showing and hiding totals and subtotals Exporting or copying data Yes Conditional formatting Yes Creating a pivot table You can show or hide totals and subtotals for rows and columns. Metrics automatically roll up to show subtotals when you collapse a row or column. If you use a table calculation, use aggregates to display roll-ups. You can export all of the data to a CSV file. You can select and copy the content of the cells. You can add condition al formatting for values, subtotals and totals. Exporting data from visuals Conditional formatting on visual types in QuickSight Use the following procedure to create a pivot table. To create a pivot table 1. On the analysis page, choose the Visualize icon on the tool bar. 2. On the Visuals pane, choose + Add, and then choose the pivot table icon. Visual types 845 Amazon QuickSight User Guide 3. From the Fields list pane, choose the fields that you want to include. Amazon QuickSight automatically places these into the field wells. To change the placement of a field, drag it to the appropriate field wells. Typically, you use dimension or measure fields as indicated by the target field well. If you choose to use a dimension field as a measure, the Count aggregate function is automatically applied to it to create a numeric value. • To create a single-measure pivot table, drag a dimension to the Rows field well, a dimension to the Columns field well, and a measure to the Values field well. • To create a multi-measure pivot table, drag a dimension to the Rows field well, a dimension to the Columns field well, and two or more measures to the Values field well. • To create a clustered pivot table, drag one or more dimensions to the Rows field well, one or more dimensions to the Columns field well, and a measure to the Values field well. You can also select multiple fields for all of the pivot table field wells if you want to. Doing this combines the multi-measure and clustered pivot table approaches. Note To view roll-ups for calculated fields, make sure that you are using aggregates. For example, a calculated field with field-1 / field-2 doesn't display a summary when rolled up. However, sum(field-1) / sum(field-2) does display a roll-up summary. Visual types 846 Amazon QuickSight Choosing a layout User Guide When you create a pivot table in Amazon QuickSight, you can further customize the way |
amazon-quicksight-user-238 | amazon-quicksight-user.pdf | 238 | and a measure to the Values field well. You can also select multiple fields for all of the pivot table field wells if you want to. Doing this combines the multi-measure and clustered pivot table approaches. Note To view roll-ups for calculated fields, make sure that you are using aggregates. For example, a calculated field with field-1 / field-2 doesn't display a summary when rolled up. However, sum(field-1) / sum(field-2) does display a roll-up summary. Visual types 846 Amazon QuickSight Choosing a layout User Guide When you create a pivot table in Amazon QuickSight, you can further customize the way your data is presented with Tabular and Hierarchy layout options. For pivot tables that use a tabular layout, each row field is displayed in its own column. For pivot tables that use a hierarchy layout, all row fields are displayed in a single column. Indentation is used to differentiate row headers of different fields. To change the layout of a pivot table visual, open the Format visual menu of the pivot table that you want to change and choose the layout option that you want from the Pivot options section. Depending on the layout that you choose for your pivot table visual, different formatting options are available. For more information about formatting differences between tabular and hierarchy pivot tables, see Table and pivot table formatting options in QuickSight. Orienting pivot table values You can choose to display a pivot table in a columnar or row-based format. Columnar is the default. When you change to a row-based format, a column with the value name is added to the right of the row header column. To change a pivot table format 1. On the analysis page, choose the pivot table visual that you want to edit. 2. Expand the Field wells pane by choosing the field wells at the top of the visual. Visual types 847 Amazon QuickSight User Guide 3. On the Values field well, choose one of the following options: • Choose Column for a columnar format. Visual types 848 Amazon QuickSight User Guide • Choose Row for a row format. Visual types 849 Amazon QuickSight User Guide Note If you use only one metric, you can eliminate the repeated header by formatting the visual and styling it with the Hide single metric option. Expanding and collapsing pivot table clusters If you are using grouped columns or rows in a pivot table, you can expand or collapse a group to show or hide its data in the visual. To expand or collapse a pivot table group 1. On the analysis page, choose the pivot table visual that you want to edit. 2. Choose one of the following: • To collapse a group, choose the collapse icon near the name of the field. Visual types 850 Amazon QuickSight User Guide • To expand a group, choose the expand icon near the name of the field. The collapse icon shows a minus sign. The expand icon shows a plus sign. In the following screenshot, Customer Region and the Enterprise segment are expanded, and SMB and Startup are collapsed. When a group is collapsed, its data is summarized in the row or column. Showing and hiding pivot table columns in Amazon QuickSight By default, all columns, rows, and their field values appear when you create a pivot table. You can hide columns and rows that you don't want to appear in the pivot table without changing the pivot table values. When you have more than one measure in the pivot table, you can also hide values. At any time, you can choose to show any hidden fields in the pivot table. When you publish the visual as part of a dashboard, anyone who subscribes to the dashboard can export the pivot table to a comma-separated value (CSV) or Microsoft Excel file. They can choose to export only the visible fields, or all fields. For more information, see Exporting data from a dashboard to a CSV. To hide a column or row in a pivot table 1. In your analysis, select the pivot table visual that you want to work with. 2. Choose the field in the Rows, Columns or Valuesfield wells, and then choose Hide. Visual types 851 Amazon QuickSight User Guide To show all hidden fields in a pivot table 1. In your analysis, select the pivot table visual that you want to work with. 2. Choose any field in the Fields well and choose Show all hidden fields. Sorting pivot tables in Amazon QuickSight In Amazon QuickSight, you can sort values in a pivot table by fields in the Rows and Columns field wells or quickly by column headers in the pivot table. In pivot tables, you can sort rows and columns independently of each other in alphabetical order, or by |
amazon-quicksight-user-239 | amazon-quicksight-user.pdf | 239 | choose Hide. Visual types 851 Amazon QuickSight User Guide To show all hidden fields in a pivot table 1. In your analysis, select the pivot table visual that you want to work with. 2. Choose any field in the Fields well and choose Show all hidden fields. Sorting pivot tables in Amazon QuickSight In Amazon QuickSight, you can sort values in a pivot table by fields in the Rows and Columns field wells or quickly by column headers in the pivot table. In pivot tables, you can sort rows and columns independently of each other in alphabetical order, or by a measure. Note You can't run Total, Difference, and Percent Difference table calculations when a pivot table is being sorted by a measure. For more information about using table calculations in pivot tables, see Using table calculations in pivot tables. Visual types 852 Amazon QuickSight User Guide Understanding sorting in pivot tables When you have multiple panes in a pivot table, sorting is applied to each pane independently. For example, the Segment column in the pivot table on the left is being sorted in ascending order by Cost. Given that there are multiple panes, the sort starts over for each pane and the rows within each pane (for Segment) are ordered by lowest to highest cost. The table on the right has the same sort applied, but the sort is being applied across the entire table, as shown following. When you apply multiple sorts to a pivot table, sorting is applied from the outside dimension to the inside dimension. Consider the following example image of a pivot table. The Customer Region column is sorted by Cost in descending order (as shown in orange). The Channel column is sorted by Revenue Goal in ascending order (as shown in blue). Visual types 853 Amazon QuickSight User Guide Sorting pivot tables using row or column headers Use the following procedure to sort a pivot table using Row or Column headers. To sort values in a tabular pivot table using table headers 1. 2. In a tabular pivot table chart, choose the header that you want to sort. For Sort by, choose a field to sort by and a sort order. You can sort dimension fields alphabetically a–z or z–a, or you can sort them by a measure in ascending or descending order. Visual types 854 Amazon QuickSight User Guide Sorting pivot tables using value headers Use the following procedure to sort a pivot table using value headers. To sort a pivot table using value headers 1. In a pivot table chart, choose the value header that you want to sort. 2. Choose Ascending or Descending. Visual types 855 Amazon QuickSight User Guide Sorting by value headers in a pivot table also works on subtotals. Sorting tabular pivot tables using the field wells Use the following procedure to sort values in a tabular pivot table using the field wells. To sort values in a tabular pivot table using the field wells 1. On the analysis page, choose the tabular pivot table that you want to sort. 2. 3. Expand the Field wells. In the Rows or Columns field well, choose the field that you want to sort, and then choose how you want to sort the field for Sort by. You can sort dimension fields in the Rows or Columns field wells alphabetically from a–z or z–a, or you can sort them by a measure in ascending or descending order. You also have the option to collapse all or expand all rows or columns for the field you choose in the field well. You can also remove the field, or to replace it with another field. • To sort a dimension field alphabetically, hover your cursor over the field in the Rows or Columns field well, and then choose the a–z or z–a sort icon. Visual types 856 Amazon QuickSight User Guide • To sort a dimension field by a measure, hover your cursor over the field in the Rows or Columns field well. Then choose a measure from the list, and then choose the ascending or descending sort icon. Visual types 857 Amazon QuickSight User Guide Or, if you want more control over how the sort is applied to the pivot table, customize the sort options. To create a sort using the sort options 1. On the analysis page, choose the pivot table that you want to sort. 2. Expand Field wells. 3. Choose the field that you want to sort in the Rows or Columns field well, and then choose Sort options. 4. In the Sort options pane that opens at left, specify the following options: a. b. c. For Sort by, choose a field from the drop-down list. For Aggregation, choose an aggregation from the list. For Sort order, select Ascending |
amazon-quicksight-user-240 | amazon-quicksight-user.pdf | 240 | how the sort is applied to the pivot table, customize the sort options. To create a sort using the sort options 1. On the analysis page, choose the pivot table that you want to sort. 2. Expand Field wells. 3. Choose the field that you want to sort in the Rows or Columns field well, and then choose Sort options. 4. In the Sort options pane that opens at left, specify the following options: a. b. c. For Sort by, choose a field from the drop-down list. For Aggregation, choose an aggregation from the list. For Sort order, select Ascending or Descending. d. Choose Apply. Visual types 858 Amazon QuickSight User Guide Sorting hierarchy pivot tables using the field wells For tabular pivot tables, each field in the Rows field well has a separate title cell. For hierarchy pivot tables, all row fields are displayed in a single column. To sort, collapse, and expand these row fields, select the Rows label to open the Combined row fields menu and choose the option that you want. Each field in a hierarchy pivot table can be individually sorted from the Combined row fields menu. More advanced formatting options such as Hide and Remove are available from the field well menus. Using table calculations in pivot tables You can use table calculations to apply statistical functions to pivot table cells that contain measures (numeric values). Use the following sections to understand which functions you can use in calculations, and how to apply or remove them. The data type of the cell value automatically changes to work for your calculation. For example, say that you apply the Rank function to a currency data type. The values display as integers Visual types 859 Amazon QuickSight User Guide rather than currency, because rank isn't measured as currency. Similarly, if you apply the Percent difference function instead, the cell values display as percentages. Topics • Adding and deleting pivot table calculations • Functions for pivot table calculations • Ways to apply pivot table calculations Adding and deleting pivot table calculations Use the following procedures to add, modify, and remove table calculation on a pivot table. Topics • Adding a pivot table calculation • Changing how a calculation is applied • Removing a calculation Adding a pivot table calculation Use the following procedure to add a table calculation to a pivot table. To add a table calculation to a pivot table 1. Expand the Field wells pane by choosing the field wells near the bottom of the visual. Visual types 860 Amazon QuickSight User Guide 2. Choose the field in the Values well that you want to apply a table calculation to, choose Add table calculation, and then choose the function to apply. Visual types 861 Amazon QuickSight User Guide Note You can't run Total, Difference, and Percent Difference table calculations when a pivot table is being sorted by a measure. To use these table calculations, remove the sort from the pivot table. Changing how a calculation is applied Use the following procedure to change the way a table calculation is applied to a pivot table. Visual types 862 Amazon QuickSight User Guide To change the way a table calculation is applied to a pivot table 1. Expand the Field wells pane by choosing field wells at the top of the visual. 2. Choose the field in the Values well that has the table calculation that you want to change, choose Calculate as, and then choose the way that you want the calculation applied. Visual types 863 Amazon QuickSight User Guide Removing a calculation Use the following procedure to remove a table calculation from a pivot table. To remove a table calculation from a pivot table 1. Expand the Field wells pane by choosing the field wells near the bottom of the visual. Visual types 864 Amazon QuickSight User Guide 2. Choose the field in the Values well that you want to remove the table calculation from, and then choose Remove. Functions for pivot table calculations You can use the following functions in pivot table calculations. Topics • Running total Visual types 865 Amazon QuickSight • Difference • Percentage difference • Percent of total • Rank • Percentile You can apply functions listed to the following data: User Guide Visual types 866 Amazon QuickSight Running total User Guide The Running total function calculates the sum of a given cell value and the values of all cells prior to it. This sum is calculated as Cell1=Cell1, Cell2=Cell1+Cell2, Cell3=Cell1+Cell2+Cell3, and so on. Applying the Running total function across the table rows, using Table across for Calculate as, gives you the following results. Difference The Difference function calculates the difference between a cell value and value of the cell prior to it. This difference is calculated as Cell1=Cell1-null, Cell2=Cell2-Cell1, Cell3=Cell3- Cell2, |
amazon-quicksight-user-241 | amazon-quicksight-user.pdf | 241 | You can apply functions listed to the following data: User Guide Visual types 866 Amazon QuickSight Running total User Guide The Running total function calculates the sum of a given cell value and the values of all cells prior to it. This sum is calculated as Cell1=Cell1, Cell2=Cell1+Cell2, Cell3=Cell1+Cell2+Cell3, and so on. Applying the Running total function across the table rows, using Table across for Calculate as, gives you the following results. Difference The Difference function calculates the difference between a cell value and value of the cell prior to it. This difference is calculated as Cell1=Cell1-null, Cell2=Cell2-Cell1, Cell3=Cell3- Cell2, and so on. Because Cell1-null = null, the Cell1 value is always empty. Applying the Difference function across the table rows, using Table across for Calculate as, gives you the following results. Visual types 867 Amazon QuickSight User Guide Percentage difference The Percentage Difference function calculates the percent difference between a cell value and the value of the cell prior to it, divided by the value of the cell prior to it. This value is calculated as Cell1=(Cell1-null)/null, Cell2=(Cell2-Cell1)/Cell1, Cell3=(Cell3-Cell2)/ Cell2, and so on. Because (Cell1-null)/null = null, the Cell1 value is always empty. Applying the Percentage Difference function across the table rows, using Table across for Calculate as, gives you the following results. Visual types 868 Amazon QuickSight Percent of total User Guide The Percent of Total function calculates the percentage the given cell represents of the sum of all of the cells included in the calculation. This percentage is calculated as Cell1=Cell1/(sum of all cells), Cell2=Cell2/(sum of all cells), and so on. Applying the Percent of Total function across the table rows, using Table across for Calculate as, gives you the following results. Rank The Rank function calculates the rank of the cell value compared to the values of the other cells included in the calculation. Rank always shows the highest value equal to 1 and lowest value equal to the count of cells included in the calculation. If there are two or more cells with equal values, they receive the same rank but are considered to take up their own spots in the ranking. Thus, the next highest value is pushed down in rank by the number of cells at the rank above it, minus one. For example, if you rank the values 5,3,3,4,3,2, their ranks are 1,3,3,2,3,6. For example, suppose that you have the following data. Visual types 869 Amazon QuickSight User Guide Applying the Rank function across the table rows, using Table across for Calculate as, gives you the following results. Percentile The Percentile function calculates the percent of the values of the cells included in the calculation that are at or below the value for the given cell. This percent is calculated as follows. percentile rank(x) = 100 * B / N Where: B = number of scores below x N = number of scores Applying the Percentile function across the table rows, using Table across for Calculate as, gives you the following results. Visual types 870 Amazon QuickSight User Guide Ways to apply pivot table calculations You can apply table calculations in the ways described following. Table calculations are applied to only one field at a time. Thus, if you have a pivot table with multiple values, calculations are only applied to the cells representing the field that you applied the calculation to. Topics • Table across • Table down • Table across down • Table down across • Group across • Group down • Group across down • Group down across Table across Using Table across applies the calculation across the rows of the pivot table, regardless of any grouping. This application is the default. For example, take the following pivot table. Visual types 871 Amazon QuickSight User Guide Applying the Running total function using Table across gives you the following results, with row totals in the last column. Visual types 872 Amazon QuickSight User Guide Table down Using Table down applies the calculation down the columns of the pivot table, regardless of any grouping. Applying the Running total function using Table down gives you the following results, with column totals in the last row. Visual types 873 Amazon QuickSight User Guide Table across down Using Table across down applies the calculation across the rows of the pivot table, and then takes the results and reapplies the calculation down the columns of the pivot table. Applying the Running total function using Table across down gives you the following results. In this case, totals are summed both down and across, with the grand total in the lower-right cell. Visual types 874 Amazon QuickSight User Guide In this case, suppose that you apply the Rank function using Table across down. Doing so means that the initial ranks are determined across the table rows and |
amazon-quicksight-user-242 | amazon-quicksight-user.pdf | 242 | Table across down Using Table across down applies the calculation across the rows of the pivot table, and then takes the results and reapplies the calculation down the columns of the pivot table. Applying the Running total function using Table across down gives you the following results. In this case, totals are summed both down and across, with the grand total in the lower-right cell. Visual types 874 Amazon QuickSight User Guide In this case, suppose that you apply the Rank function using Table across down. Doing so means that the initial ranks are determined across the table rows and then those ranks are in turn ranked down the columns. This approach gives you the following results. Visual types 875 Amazon QuickSight User Guide Table down across Using Table down across applies the calculation down the columns of the pivot table. It then takes the results and reapplies the calculation across the rows of the pivot table. You can apply the Running total function using Table down across to get the following results. In this case, totals are summed both down and across, with the grand total in the lower-right cell. Visual types 876 Amazon QuickSight User Guide You can apply the Rank function using Table down across to get the following results. In this case, the initial ranks are determined down the table columns. Then those ranks are in turn ranked across the rows. Visual types 877 Amazon QuickSight User Guide Group across Using Group across applies the calculation across the rows of the pivot table within group boundaries, as determined by the second level of grouping applied to the columns. For example, if you group by field-2 and then by field-1, grouping is applied at the field-2 level. If you group by field-3, field-2, and field-1, grouping is again applied at the field-2 level. When there is no grouping, Group across returns the same results as Table across. For example, take the following pivot table where columns are grouped by Service Line and then by Consumption Channel. Visual types 878 Amazon QuickSight User Guide You can apply the Running total function using Group across to get the following results. In this case, the function is applied across the rows, bounded by the columns for each service category group. The Mobile columns display the total for both Consumption Channel values for the given Service Line, for the Customer Region and Date (year) represented by the given row. For example, the highlighted cell represents the total for the APAC region for 2012, for all Consumption Channel values in the Service Line named Billing. Visual types 879 Amazon QuickSight User Guide Group down Using Group down applies the calculation down the columns of the pivot table within group boundaries, as determined by the second level of grouping applied to the rows. For example, if you group by field-2 and then by field-1, grouping is applied at the field-2 level. If you group by field-3, field-2, and field-1, grouping is again applied at the field-2 level. When there is no grouping, Group down returns the same results as Table down. For example, take the following pivot table where rows are grouped by Customer Region and then by Date (year). Visual types 880 Amazon QuickSight User Guide You can apply the Running total function using Group down to get the following results. In this case, the function is applied down the columns, bounded by the rows for each Customer Region group. The 2014 rows display the total for all years for the given Customer Region, for the Service Line and Consumption Channel represented by the given column. For example, the highlighted cell represents the total the APAC region, for the Billing service for the Mobile channel, for all the Date values (years) that display in the report. Visual types 881 Amazon QuickSight User Guide Group across down Using Group across down applies the calculation across the rows within group boundaries, as determined by the second level of grouping applied to the columns. Then the function takes the results and reapplies the calculation down the columns of the pivot table. It does so within group boundaries as determined by the second level of grouping applied to the rows. For example, if you group a row or column by field-2 and then by field-1, grouping is applied at the field-2 level. If you group by field-3, field-2, and field-1, grouping is again applied at the field-2 level. When there is no grouping, Group across down returns the same results as Table across down. For example, take the following pivot table where columns are grouped by Service Line and then by Consumption Channel. Rows are grouped by Customer Region and then by Date (year). Visual types 882 Amazon QuickSight User Guide You can apply the Running |
amazon-quicksight-user-243 | amazon-quicksight-user.pdf | 243 | applied to the rows. For example, if you group a row or column by field-2 and then by field-1, grouping is applied at the field-2 level. If you group by field-3, field-2, and field-1, grouping is again applied at the field-2 level. When there is no grouping, Group across down returns the same results as Table across down. For example, take the following pivot table where columns are grouped by Service Line and then by Consumption Channel. Rows are grouped by Customer Region and then by Date (year). Visual types 882 Amazon QuickSight User Guide You can apply the Running total function using Group across down to get the following results. In this case, totals are summed both down and across within the group boundaries. Here, these boundaries are Service Line for the columns and Customer Region for the rows. The grand total appears in the lower-right cell for the group. Visual types 883 Amazon QuickSight User Guide You can apply the Rank function using Group across down to get the following results. In this case, the function is first applied across the rows bounded by each Service Line group. The function is then applied again to the results of that first calculation, this time applied down the columns bounded by each Customer Region group. Visual types 884 Amazon QuickSight Group down across User Guide Using Group down across applies a calculation down the columns within group boundaries, as determined by the second level of grouping applied to the rows. Then Amazon QuickSight takes the results and reapplies the calculation across the rows of the pivot table. Again, it reapplies the calculation within group boundaries as determined by the second level of grouping applied to the columns. For example, if you group a row or column by field-2 and then by field-1, grouping is applied at the field-2 level. If you group by field-3, field-2, and field-1, grouping is again applied at the field-2 level. When there is no grouping, Group down across returns the same results as Table down across. For example, take the following pivot table. Columns are grouped by Service Line and then by Consumption Channel. Rows are grouped by Customer Region and then by Date (year). You can apply the Running total function using Group down across to get the following results. In this case, totals are summed both down and across within the group boundaries. In this case, these are Service Category for the columns and Customer Region for the rows. The grand total is in the lower-right cell for the group. Visual types 885 Amazon QuickSight User Guide You can apply the Rank function using Group down across to get the following results. In this case, the function is first applied down the columns bounded by each Customer Region group. The function is then applied again to the results of that first calculation, this time applied across the rows bounded by each Service Line group. Visual types 886 Amazon QuickSight Pivot table limitations The following limitations apply to pivot tables: • You can create pivot tables with up to 500,000 records. User Guide • You can add any combination of row and column field values that add up to 40. For example, if you have 10 row field values, then you can add up to 30 column field values. • You can create pivot table calculations only on nonaggregated values. For example, if you create a calculated field that is a sum of a measure, you can't also add a pivot table calculation to it. • If you are sorting by a custom metric, you can't add a table calculation until you remove the custom metric sort. • If you are using a table calculation and then add a custom metric, you can't sort by the custom metric. • Totals and subtotals are blank for table calculations on metrics aggregated by distinct count. Pivot table best practices It's best to deploy a minimal set of rows, columns, metrics, and table calculations, rather than offering all possible combinations in one pivot table. If you include too many, you risk overwhelming the viewer and you can also run into the computational limitations of the underlying database. To reduce the level of complexity and reduce the potential for errors, you can take the following actions: • Apply filters to reduce the data included in for the visual. • Use fewer fields in the Row and Column field wells. • Use as few fields as possible in the Values field well. • Create additional pivot tables so that each displays fewer metrics. In some cases, there's a business need to examine many metrics in relation to each other. In these cases, it can be better to use multiple visuals on the same dashboard, each showing a single metric. |
amazon-quicksight-user-244 | amazon-quicksight-user.pdf | 244 | To reduce the level of complexity and reduce the potential for errors, you can take the following actions: • Apply filters to reduce the data included in for the visual. • Use fewer fields in the Row and Column field wells. • Use as few fields as possible in the Values field well. • Create additional pivot tables so that each displays fewer metrics. In some cases, there's a business need to examine many metrics in relation to each other. In these cases, it can be better to use multiple visuals on the same dashboard, each showing a single metric. You can reduce the size of the visuals on the dashboard, and colocate them to form a grouping. If a decision the viewer makes based on one visual creates the need for a different view, you can deploy custom URL actions to launch another dashboard according to the choices made by the user. Visual types 887 Amazon QuickSight User Guide It's best to think of visuals as building blocks. Rather than using one visual for multiple purposes, use each visual to facilitate one aspect of a larger business decision. The viewer should have enough data to make a well-informed decision, without being overwhelmed by the inclusion of all possibilities. Using radar charts You can use radar charts, which are also known as spider charts, to visualize multivariate data in Amazon QuickSight. In a radar chart, one or more groups of values are plotted over multiple common variables. Each variable has its own axis, and each axis is arranged radially around a central point. The data points from a single observation are plotted on each axis and connected to each other to form a polygon. Multiple observations can be plotted in a single radar chart to display multiple polygons, which makes it easier to spot outlying values for multiple observations quickly. In QuickSight, you can organize a radar chart along its category, value, or color axes by dragging and dropping fields to the Category, Value, and Color field wells. How you choose to distribute fields among the field wells determines the axis that the data is plotted on. The following image shows an example of a radar chart. Visual types 888 Amazon QuickSight User Guide To work with radar charts, choose the following radar chart icon. Radar chart features To view the features supported by radar charts, use the following table. Feature Supported? Comments For more information Changing the legend display Changing the title display Yes Yes Legends on visual types in QuickSight Titles and subtitles on visual types in QuickSight Visual types 889 Amazon QuickSight User Guide Feature Supported? Comments For more information Yes Yes Yes Changing the axis range Changing the visual colors Focusing on or excluding elements Sorting Limited Performing field aggregati Yes on Adding drill- downs Not supported Choosing size Yes Showing totals Not supported Range and scale on visual types in QuickSight Colors in visual types in QuickSight Focusing on visual elements Excluding visual elements You can only sort data fields that are in the Category and Color field wells. Sorting visual data in Amazon QuickSight Changing field aggregation Adding drill-downs to visual data in Amazon QuickSight Formatting in Amazon QuickSight Formatting in Amazon QuickSight Creating a radar chart Use the following procedure to create a radar chart. To create a radar chart 1. On the analysis page, choose Visualize on the tool bar. 2. Choose Add on the application bar, and then choose Add visual. 3. On the Visual types pane, choose the radar chart icon. Visual types 890 Amazon QuickSight User Guide 4. From the Fields list pane, drag the fields that you want to use to the appropriate field wells. In most cases, you want to use dimension or measure fields as indicated by the target field well. To create a radar chart, drag fields to the Category, Value, and Group/Color field wells. The axis that a radar chart is organized around is determined by the way that you organize fields into their respective field wells: • In a radar chart that uses a value axis, dimension values are shown as lines and axes represent value fields. To create a radar chart that uses a value axis, add one category field to the Color field well and one or more values to the Value field well. • In a radar chart that uses a dimension axis, group dimension values are shown as axes and value fields are shown as lines. All axes share a range and scale.To create a radar chart that uses a dimension axis, add one dimension to the Group field well and one or more values to the Value field well. • In a radar chart that uses a dimension-color axis, group dimension values are shown as axes and color |
amazon-quicksight-user-245 | amazon-quicksight-user.pdf | 245 | uses a value axis, add one category field to the Color field well and one or more values to the Value field well. • In a radar chart that uses a dimension axis, group dimension values are shown as axes and value fields are shown as lines. All axes share a range and scale.To create a radar chart that uses a dimension axis, add one dimension to the Group field well and one or more values to the Value field well. • In a radar chart that uses a dimension-color axis, group dimension values are shown as axes and color dimension values are shown as lines. All axes share a range and scale. To create a radar chart that uses a dimension-color axis, add one dimension to the Category field well, one value to the Value field well, and one dimension to the Color field well. Using Sankey diagrams Use Sankey diagrams to show flows from one category to another, or paths from one stage to the next. For example, a Sankey diagram can show the number of people migrating from one country to another. A Sankey diagram can also show the path a web visitor takes from one page to the next on a company website, with possible stops along the way. Data for Sankey diagrams To create Sankey diagrams in QuickSight, your dataset should contain a measure and two dimensions (one dimension containing source categories and another containing destination categories). The following table is a simple example of data for a Sankey diagram. Dimension (Source) Dimension (Destination) Measure (Weight) Visual types 891 Amazon QuickSight User Guide Dimension (Source) Dimension (Destination) Measure (Weight) A A A W X Y 500 23 147 The following Sankey diagram is created when the dimensions and measure are added to the field well, with the A node on the left linking to the W, Y, and X nodes on the right. The width of each link between nodes is determined by the value in the Measure (Weight) column. The nodes are automatically ordered. Visual types 892 Amazon QuickSight User Guide To create multilevel Sankey diagrams in Amazon QuickSight, your dataset should still contain a measure and two dimensions (one for source and one for destination), but in this case your data values differ. The following table is a simple example of data for a multilevel Sankey diagram with two stages. Dimension (Source) Dimension (Destination) Measure (Weight) A A A W X Y W X Y Z Z Z 500 23 147 300 5 50 The following Sankey diagram is created when the dimensions and measure are added to the field well. Here, the A node on the left links to the W, Y, and X nodes in the middle, and the W, Y, and X nodes then link to the Z node on the right. The width of each link between nodes is determined by the value in the Measure (Weight) column. Visual types 893 Amazon QuickSight User Guide Working with cyclical data Sometimes, the data that you use for a Sankey diagram contains cycles. For example, suppose that you're visualizing user traffic flows between pages on a website. You might discover that users who come to page A move to page E, and then come back to page A. An entire flow might look something like A-E-A-B-A-E-A. When your data contains cycles, the nodes in each cycle are repeated in QuickSight. For example, if your data contains the flow A-E-A-B-A-E-A, the following Sankey diagram is created. Visual types 894 Amazon QuickSight User Guide Preparing data for Sankey diagrams If your dataset doesn't contain Source or Destination columns, prepare your data to include them. You can prepare data when creating a new dataset, or when editing an existing dataset. For more information about creating a new dataset and preparing it, see Creating datasets. For more information about opening an existing dataset for data preparation, see Editing datasets. The following procedure uses an example table (illustrated in following) to demonstrate how to prepare your data for Sankey diagrams in QuickSight. The table includes three columns: Customer ID, Time, and Action. Customer ID Time 1 1 1 9:05 am 9:06 am 9:08 am Action Step 1 Step 2 Step 3 Visual types 895 Amazon QuickSight Customer ID 2 2 2 Time 11:44 am 11:47 am 11:48 am Action Step 1 Step 2 Step 3 User Guide To create a Sankey diagram in QuickSight using this data, first add Source and Destination columns to the table. Use the following procedure to learn how. To add Source and Destination columns to your table 1. Add a Step Number column to the table to number or rank each row. There are multiple ways to compute the Step Number column. If your data source is compatible with SQL and |
amazon-quicksight-user-246 | amazon-quicksight-user.pdf | 246 | 1 Step 2 Step 3 Visual types 895 Amazon QuickSight Customer ID 2 2 2 Time 11:44 am 11:47 am 11:48 am Action Step 1 Step 2 Step 3 User Guide To create a Sankey diagram in QuickSight using this data, first add Source and Destination columns to the table. Use the following procedure to learn how. To add Source and Destination columns to your table 1. Add a Step Number column to the table to number or rank each row. There are multiple ways to compute the Step Number column. If your data source is compatible with SQL and your database supports ROW_NUMBER or RANK functions, you can use custom SQL in QuickSight to order the rows in the Step Number column. For more information about using custom SQL in QuickSight, see Using SQL to customize data. Customer ID Time Action Step Number 1 1 1 2 2 2 9:05 am Step 1 9:06 am Step 2 9:08 am Step 3 11:44 am Step 1 11:47 am Step 2 11:48 am Step 3 1 2 3 1 2 3 Visual types 896 Amazon QuickSight User Guide 2. Add a Next Row Number column to the table with values equal to Step Number plus one. For example, in the first data row of the table, the value for Step Number is 1. To compute the value for Next Step Number for that row, add 1 to that value. 1 + 1 = 2 The value for Step Number in the second data row of the table is 2; therefore, the value for Next Step Number is 3. 2 + 1 = 3 Customer ID Time Action Step Number Next Step Number 1 1 1 2 2 2 9:05 am Step 1 9:06 am Step 2 9:08 am Step 3 11:44 am Step 1 11:47 am Step 2 11:48 am Step 3 1 2 3 1 2 3 3. Join the table with itself: a. b. For Join type, choose Inner. For Join clauses, do the following: i. ii. Choose Customer ID = Customer ID Choose Next Step Number = Step Number 2 3 4 2 3 4 For more information about joining data in QuickSight, see Joining data. Visual types 897 Amazon QuickSight User Guide Joining the two tables creates two columns for Customer ID, Time, Action, Step Number and Next Step Number. The columns from the table at the left of the join are Source columns. The columns from the table at the right of the join are Destination columns. 4. (Optional) Rename columns to indicate sources and destinations. The following is an example: 1. Rename the Action column on the left to Source. 2. Rename the Action [copy] column on the right to Destination. 3. Rename the Time column on the left to Start Time. 4. Rename the Time [copy] column on the right to End Time. Your data is now ready to visualize. Creating Sankey diagrams Use the following procedure to create a Sankey diagram. To create a Sankey diagram 1. On the analysis screen, choose Visualize on the left toolbar. 2. On the application bar, choose Add, and then choose Add visual. 3. On the Visual types pane, choose the Sankey diagram icon. 4. On the menu in the upper-right corner of the visual, choose the Properties icon. 5. In the Properties pane, choose either the Source or Destination section. Customizing the number of nodes Use the following procedure to customize the number of nodes that appear in a Sankey diagram. QuickSight supports up to 100 Source/Destination nodes. Visual types 898 Amazon QuickSight User Guide To customize the number of nodes that appear in a Sankey diagram 1. On the analysis page, choose the Sankey diagram visual that you want to format. 2. On the menu in the upper-right corner of the visual, select the Format Visual icon. 3. 4. In the Properties pane that opens, choose either the Source or Destination tab. For Number of nodes displayed, enter a number. The nodes in the diagram update to the number that you specified. The top nodes are automatically shown. All other nodes are placed in an Other category. Note Specifying the number of Source nodes controls how many Source nodes can appear overall in the diagram. Specifying the number of Destination nodes controls how many Destination nodes can appear per Source node. This means that if there is more than one Source node in your diagram, the overall number of Destination nodes will be higher than the number specified. QuickSight supports up to 100 Source/Destination nodes. For example, the following Sankey diagram has a limit of three source nodes (out of five), so the top three are shown in the diagram. The other two source nodes are placed in the Other category. To remove the Other |
amazon-quicksight-user-247 | amazon-quicksight-user.pdf | 247 | how many Source nodes can appear overall in the diagram. Specifying the number of Destination nodes controls how many Destination nodes can appear per Source node. This means that if there is more than one Source node in your diagram, the overall number of Destination nodes will be higher than the number specified. QuickSight supports up to 100 Source/Destination nodes. For example, the following Sankey diagram has a limit of three source nodes (out of five), so the top three are shown in the diagram. The other two source nodes are placed in the Other category. To remove the Other category from the diagram, select it in the view and choose Hide “other” categories. Visual types 899 Amazon QuickSight User Guide Sankey diagram features To understand the features supported by Sankey diagrams, use the following table. Feature Supported? For more information Changing the legend display Changing the title display Changing the axis range No Yes No Titles and subtitles on visual types in QuickSight Visual types 900 Amazon QuickSight User Guide Feature Supported? For more information Focusing on visual elements Excluding visual elements Changing field aggregation Changing the visual colors Focusing on or excluding elements Sorting Performing field aggregati on Adding drill- downs Conditional formatting No Yes No Yes No No Using scatter plots Use scatter plots to visualize two or three measures across two dimensions. Each bubble on the scatter plot represents one or two dimension values. The X and Y axes represent two different measures that apply to the dimension. A bubble appears on the chart at the point where the values for the two measures for an item in the dimension intersect. Optionally, you can also use bubble size to represent an additional measure. Scatter plots show up to 2500 datapoints in aggregated and unaggregated scenarios regardless of whether a color or label dimension is used in the visual. Due to the order of limit operations, there may be cases where fewer datapoints for a dataset are shown. For more information about how Amazon QuickSight handles data that falls outside display limits, see Display limits. The icon for a scatter plot is as. Visual types 901 Amazon QuickSight Scatter plot features User Guide To understand the features supported by scatter plots, use the following table. Feature Supported? Comments For more information Changing the legend display Yes, with exceptions Scatter plots display a legend if you have the Group/Color field well populated. Legends on visual types in QuickSight Yes Yes Yes Changing the title display Changing the axis range Showing or hiding axis lines, grid lines, axis labels, and axis sort icons Changing the visual colors Yes Focusing on or excluding elements Yes, with exceptions Titles and subtitles on visual types in QuickSight You can set the range for both the X and Y axes. Range and scale on visual types in QuickSight Axes and grid lines on visual types in QuickSight Colors in visual types in QuickSight Focusing on visual elements Excluding visual elements You can focus on or exclude a bubble in a scatter plot, except when you are using a date field as a dimension . In that case, you can only focus on a bubble, not exclude it. Sorting No Sorting visual data in Amazon QuickSight Visual types 902 Amazon QuickSight User Guide Feature Supported? Comments For more information Changing field aggregation Adding drill-downs to visual data in Amazon QuickSight Performing field aggregati Yes on Yes Displaying unaggregated fields Adding drill- downs Yes You must apply aggregation to the fields you choose for the X axis, Y axis, and size, and can't apply aggregation to the field that you choose for the group or color. On the field context menu, choose None to display un aggregated X and Y axis values. If your scatter plot shows unaggregated fields, you can't apply aggregati ons to the field that is in the color or label field well. Mixed aggregation is not supported for scatter plots. You can add drill-down levels to the Group/Color field well. Creating a scatter plot Use the following procedure to create a scatter plot. To create a scatter plot 1. On the analysis page, choose Visualize on the tool bar. 2. Choose Add on the application bar, and then choose Add visual. 3. On the Visual types pane, choose the scatter plot icon. 4. From the Fields list pane, drag the fields that you want to use to the appropriate field wells. Typically, you want to use dimension or measure fields as indicated by the target field well. If you choose to use a dimension field as a measure, the Count aggregate function is automatically applied to it to create a numeric value. Visual types 903 Amazon QuickSight User Guide To create a scatter plot, drag a measure to the X axis |
amazon-quicksight-user-248 | amazon-quicksight-user.pdf | 248 | Add on the application bar, and then choose Add visual. 3. On the Visual types pane, choose the scatter plot icon. 4. From the Fields list pane, drag the fields that you want to use to the appropriate field wells. Typically, you want to use dimension or measure fields as indicated by the target field well. If you choose to use a dimension field as a measure, the Count aggregate function is automatically applied to it to create a numeric value. Visual types 903 Amazon QuickSight User Guide To create a scatter plot, drag a measure to the X axis field well, a measure to the Y axis field well, and a dimension to the Color or Label field well. To represent another measure with bubble size, drag that measure to the Size field well. 5. (Optional) Add drill-down layers by dragging one or more additional fields to the Color field well. For more information about adding drill-downs, see Adding drill-downs to visual data in Amazon QuickSight. Scatter plot use cases You can choose to plot unaggregated values even if you are using a field on Color by using the aggregate option none on the field menu, which also contains aggregation options like sum, min, and max. If one value is set to be aggregated, the other value will be automatically set as aggregated. The same applies to unaggregated scenarios. Mixed aggregation scenarios are not supported, meaning that one value cannot be set as aggregated while the other is unaggregated. Note that the unaggregated scenario, which is the none option, is supported only for numerical values, while categorical values, such as dates or dimensions, will display only aggregate values, such as count and count distinct. Using the none option, you can choose to set both X and Y values to either aggregated or unaggregated from the X axis and Y axis field menus. This will define whether or not values will be aggregated by dimensions in the Color and Label field wells. To get started, add the required fields and choose the appropriate aggregation based on your use case,as shown in the following sections. Unaggregated use cases • Unaggregated X and Y values with Color Visual types 904 Amazon QuickSight User Guide • Unaggregated X and Y values with Label • Unaggregated X and Y values with Color and Label Visual types 905 Amazon QuickSight User Guide Aggregated use cases • Aggregated X and Y values with Color Visual types 906 Amazon QuickSight User Guide • Aggregated X and Y values with Label • Aggregated X and Y values with Color and Label Visual types 907 Amazon QuickSight User Guide Using tables as visuals Use a table visual to see a customized table view of your data. To create a table visual, choose at least one field of any data type. You can add as many columns as you need, up to 200. You can also add calculated columns. Table visuals don't display a legend. You can hide or display the title on a table. You can also hide or display totals, and choose to show totals at the top or the bottom of the table. For more information, see Analytics formatting per type in QuickSight. The icon for a table is as follows. To create a table visual 1. Open Amazon QuickSight and choose Analyses on the navigation pane at left. 2. Choose one of the following: • To create a new analysis, choose New analysis at upper right. For more information, see Starting an analysis in Amazon QuickSight. • To use an existing analysis, choose the analysis that you want to edit. Visual types 908 Amazon QuickSight User Guide 3. Choose Insert from the file menu and then Add Visual. 4. At lower left, choose the table icon from Visual types. 5. On the Fields list pane, choose the fields that you want to use. If you want to add a calculated field, choose Insert on the file menu and then Add Calculated Field. To create a nonaggregated view of the data, add fields only to the Value field well. Doing this shows data without any aggregations. To create an aggregated view of the data, choose the fields that you want to aggregate by, and then add them to the Group by field well. To show or hide columns on a table 1. On your visual, choose the field that you want to hide, then choose Hide column. 2. To display hidden columns, choose any column, then choose Show all hidden columns. To transpose columns to rows and rows to columns • Choose the transpose icon ( near the top right of the visual. It has two arrows at a 90 degree angle. To vertically align columns 1. On your visual, choose the Format visual icon ( near |
amazon-quicksight-user-249 | amazon-quicksight-user.pdf | 249 | that you want to aggregate by, and then add them to the Group by field well. To show or hide columns on a table 1. On your visual, choose the field that you want to hide, then choose Hide column. 2. To display hidden columns, choose any column, then choose Show all hidden columns. To transpose columns to rows and rows to columns • Choose the transpose icon ( near the top right of the visual. It has two arrows at a 90 degree angle. To vertically align columns 1. On your visual, choose the Format visual icon ( near the top right of the visual. 2. In the Properties pane, choose Table options, and choose your table's vertical alignment. To wrap the text for headers 1. On your visual, choose the Format visual icon ( near the top right of the visual. 2. In the Properties pane, choose Table options, and select Wrap header text. Visual types 909 ) ) ) Amazon QuickSight User Guide To rearrange columns in a table chart 1. Open the analysis with the visual that you want to sort. Visuals pane will be open by default. 2. Do one of the following: • Drag and drop one or more fields in Field wells to rearrange their order. • Select a field directly in the table and choose the left or right arrow on Move column. Using field styling You can render URLs in a table as links by using the Field styling pane of the format visual menu. You can add up to 500 rows of links for each page in a table. Only https and mailto hyperlinks are supported. To add links to your tables 1. From the QuickSight page, choose Analyses, and then choose the analysis that you want to customize. 2. Choose the table that you want to change. 3. On the menu at the upper right of the table, choose Format visual. 4. For Format visual, choose Field styling. 5. On the Field styling pane, choose the field that you want to style from the menu. 6. In the Url options section of the Field styling menu, choose Make URLs hyperlinks. Visual types 910 Amazon QuickSight User Guide After you add links to your table, you can choose where you want the links to open when they're selected in the Open in section of the Field style pane. You can choose to have links open in a new tab, a new window, or in the same tab. You can also choose how you want to style the link in the Style as section of Field style pane. Your links can appear as hyperlinks, icons, or plain text, or you can set a custom link. Visual types 911 Amazon QuickSight User Guide To adjust the font size of a link icon or URL, change the Font size in the Cells section of the Table options pane of the Format visual menu. You can set any URLs in your table that point to images to render in the table as images. Doing this can be useful when you want to include an image of a product as a part of a table. To show URLs as images 1. From the QuickSight home page, choose Analyses, and then choose the analysis that you want to customize. 2. Choose the table that you want to change. 3. On the menu at the upper-right of the table, choose Format visual. 4. 5. 6. In the Format visual menu, choose Field styling. In the Field styling pane, choose the field that you want to style from the menu. In the Url options section of the Field styling menu, choose Show URLs as images. Visual types 912 Amazon QuickSight User Guide After rendering images in a table, you can choose how to size the images in the Image sizing section of the Field style pane. You can fit images to their cell's height or width, or you can choose not to scale the image. Images fit to a cell's height by default. Freeze columns to table visuals You can freeze columns to your table visuals to lock specific columns in place on screen. This allows essential information to remian visible while readers scroll across the table. You can freeze columns one at a time, or you can freeze groups of columns in one action. All pinned columns are fixed to the far left side of the table and stay visible on screen at all times. This allows QuickSight readers to have a constant reference point for key data or information as they interact with other parts of the table. Visual types 913 Amazon QuickSight To freeze columns to a table User Guide 1. On the table that you want to freeze a column to, choose the column |
amazon-quicksight-user-250 | amazon-quicksight-user.pdf | 250 | to remian visible while readers scroll across the table. You can freeze columns one at a time, or you can freeze groups of columns in one action. All pinned columns are fixed to the far left side of the table and stay visible on screen at all times. This allows QuickSight readers to have a constant reference point for key data or information as they interact with other parts of the table. Visual types 913 Amazon QuickSight To freeze columns to a table User Guide 1. On the table that you want to freeze a column to, choose the column that you want to pin. 2. Choose one of the following options. • To freeze a single column, choose Freeze column. • To freeze all columns up to the column that you choose, choose Freeze up to this column. If your table has multiple pinned columns, you can reorder the columns in the order that you want. To adjust the order of the pinned columns on a table, choose the header of the column that you want to move, and then choose Move in the direction that you want. To unfreeze columns from a table 1. On the table that you want to change, choose the pinned column that you wnat to unpin. 2. Choose one of the following options. • To unfreeze a single column, choose Unfreeze column. • To unfreeze all frozen columns, choose Unfreeze all columns. Visual types 914 Amazon QuickSight User Guide Custom total values QuickSight authors can define the total and subtotal aggregations for their table or pivot table visuals from the field wells. For tables,the custom total menu is only available if totals are toggled on for the visual. To change the aggregation of a total or subtotal 1. Navigate to the analysis that you want to change, and choose the table or pivot table visual whose total you want to define. 2. Choose the field that you want to change from the field wells. 3. Choose Total, and then choose the aggregation that you want. The following options are available. • Default – The total calculation uses the same aggregation as the metric field. Visual types 915 Amazon QuickSight User Guide • Sum – Calculates the sum of the data in the visual. • Average – Calculates the average of the data in the visual. • Min – Calculates the minimum value of the data in the visual. • Max – Calculates the maximum value of the data in the visual. • None (HIDE) – Totals are not calculated. When you choose this option, the total and subtotal cells in the visual are left blank. If the outer dimension is sorted with the metric field that calculates the total or subtotal, the dimension is sorted alphabetically. When you change the value from None (HIDE) to another value, the outer dimension is sorted by the subtotals that are calculated with the specified aggregation type. The following limitations apply to custom totals. • Conditional formatting is not supported for custom totals. • Total aggregations aren't supported for string columns. Total aggregations include Min, Max, Sum, and Average. • Date columns are incompatible with Average and Sum total aggregation functions. Visual types 916 Amazon QuickSight Sorting tables User Guide In Amazon QuickSight, you can sort values in a table by fields in the columns headers of the table or with the Sort visual tool. You can sort up to 10 columns in a single table. QuickSight can also use an off-visual sort You can sort columns in an Ascending or a Descending order. The following image shows the Sort visual icon and pop over. Single column sort options QuickSight Authors can access single column sort options from the field wells, the column headers, or from the Sort visual menu. Use the procedure below to use set up a single column sort on a table in QuickSight. 1. Open the QuickSight console. 2. Open the analysis that you want to work in and navigate to the table that you want to sort. 3. Choose the header of the column that you want to sort. 4. For Sort by, choose the arrow icon, and then choose the field that you want to sort by. You can also set up a single column sort in the Sort visual menu. To access the sort visual menu, choose the Sort visual icon in the on-visual menu. In the Sort visual menu, choose the field that you want to sort by, and then choose if you want the sort in an ascending or descending order. By default, new sorts are sorted in an ascending order. When you are finished, choose APPLY. Tables that use single column sorting are sorted one column at a time. When a user chooses a new column to |
amazon-quicksight-user-251 | amazon-quicksight-user.pdf | 251 | that you want to sort by. You can also set up a single column sort in the Sort visual menu. To access the sort visual menu, choose the Sort visual icon in the on-visual menu. In the Sort visual menu, choose the field that you want to sort by, and then choose if you want the sort in an ascending or descending order. By default, new sorts are sorted in an ascending order. When you are finished, choose APPLY. Tables that use single column sorting are sorted one column at a time. When a user chooses a new column to sort by, the previous sort order is overridden. To make changes to a single column sort, open the Sort visual menu annd use the dropdown menus to choose a new field or sort order. When you are finished with your changes, choose APPLY. To reset a table to its original state, open the Sort visual menu and choose RESET. Visual types 917 Amazon QuickSight Multi column sort options User Guide QuickSight authors can access multi column sort options from the Sort visual menu. Use the procedure below to set up a multi column sort for a table. 1. Open the QuickSight console. 2. Open the analysis that you want to work in and navigate to the table that you want to sort. 3. Choose the Sort visual icon to open the Sort visual menu. a. Alternatively, choose a header that you want to sort. b. For Sort by, choose the arrow icon, and then choose Multiple fields. 4. 5. In the Sort visual menu that opens, choose a field from the Sort by dropdown, and then choose whether you want the field sorted in an ascending or descending order. To add another sort, choose ADD SORT, and repeat the workflow from Step 4. You can add up to 10 sorts to each table. 6. When you are finished, choose APPLY. Columns are sorted in the order that they are added to the Sort visual menu. To change the order that columns are sorted by, open the Sort visual menu and use the Sort by dropdowns to reorder the sorts. When you are finished, choose APPLY to apply the new sort order to the table. To reset a table to its original state, open the Sort visual menu and choose RESET. Off visual sort options QuickSight authors can configure an off-visual sort to sort the values in a table by a field and aggregation that is a part of the dataset that the table uses but not in one of the table's field wells. One off-field sort can be configured to a single table at a time. Use the procedure below to configure an off-visual sort. To add an off-visual sort to a table 1. Open the QuickSight console. 2. Open the analysis that you want to work in and navigate to the table that you want to sort. 3. Choose the header of any column in the table. 4. For Sort by, choose the arrow icon, and then choose Off-visual field. Visual types 918 Amazon QuickSight User Guide 5. In the Off-visual field pane that appears, open the Sort by dropdown menu and choose the field that you want to sort. The image below shows the Off-visual field pane. 6. 7. For Aggregation open the dropdown menu and choose the aggregation that you want to use. For Sort order, choose if you want the sort to be in an ascending or descending order. 8. When you are finished, choose Apply. After a off-visual sort is applied to a table, the sort is shown in the Sort visual menu. The sort order of a table that contains an off-visual sort depends on the sort configuration of the table when the off-visual sort is added. If an off-visual sort is added to a table that already has a single or multi column sort configured, the off-visual sort overrides all other sorts. If the off-visual sort is applied before single or multi column sorts, you can add and reorder more sorts to the table. Using text boxes Add text to add context to sheets in an analysis by using a text box. Text can hold directions, descriptions, or even hyperlinks to external websites. The toolbar on the text box offers font settings so you can customize the font type, style, color, size, spacing, size in pixels, text highlights, and alignment. The text box itself has no format settings. To add text to a new text box, simply select it and begin typing. Visual types 919 Amazon QuickSight User Guide The icon for a text box is as follows. The following screenshot shows an example of a text box. Using tree maps To visualize one or two measures for a dimension, use tree maps. |
amazon-quicksight-user-252 | amazon-quicksight-user.pdf | 252 | can hold directions, descriptions, or even hyperlinks to external websites. The toolbar on the text box offers font settings so you can customize the font type, style, color, size, spacing, size in pixels, text highlights, and alignment. The text box itself has no format settings. To add text to a new text box, simply select it and begin typing. Visual types 919 Amazon QuickSight User Guide The icon for a text box is as follows. The following screenshot shows an example of a text box. Using tree maps To visualize one or two measures for a dimension, use tree maps. Each rectangle on the tree map represents one item in the dimension. Rectangle size represents the proportion of the value for the selected measure that the item represents compared to the whole for the dimension. You can optionally use rectangle color to represent another measure for the item. Rectangle color represents where the value for the item falls in the range for the measure, with darker colors indicating higher values and lighter colors indicating lower ones. Tree maps show up to 100 data points for the Group by field. For more information about how Amazon QuickSight handles data that falls outside display limits, see Display limits. Visual types 920 Amazon QuickSight User Guide The icon for a tree map is as follows. Tree map features To understand the features supported by tree maps, use the following table. Feature Supported? Comments For more information Changing the legend display Changing the title display Yes Yes Changing the axis range Not applicable Changing the visual colors No Sorting No Yes Performing field aggregati on Focusing on or excluding elements Yes, with exceptions You can focus on or exclude a rectangle from a tree map, except when you are using a date field as the dimension. In that case , you can only focus on a rectangle, not exclude it. Default sorting is in descending order by the measure in the Size column. You must apply aggregati on to the fields you choose for size and color, and can't apply aggregation to the Legends on visual types in QuickSight Titles and subtitles on visual types in QuickSight Range and scale on visual types in QuickSight Colors in visual types in QuickSight Focusing on visual elements Excluding visual elements Sorting visual data in Amazon QuickSight Changing field aggregation Visual types 921 Amazon QuickSight User Guide Feature Supported? Comments For more information Adding drill- downs Yes field that you choose to group by. You can add drill-down levels to the Group by field well. Adding drill-downs to visual data in Amazon QuickSight Creating a tree map Use the following procedure to create a tree map. To create a tree map 1. On the analysis page, choose Visualize on the tool bar. 2. Choose Add on the application bar, and then choose Add visual. 3. On the Visual types pane, choose the tree map icon. 4. From the Fields list pane, drag the fields that you want to use to the appropriate field wells. Typically, you want to use dimension or measure fields as indicated by the target field well. If you choose to use a dimension field as a measure, the Count aggregate function is automatically applied to it to create a numeric value. To create a tree map, drag a measure to the Size field well and a dimension to the Group by field well. Optionally, drag another measure to the Color field well. 5. (Optional) Add drill-down layers by dragging one or more additional fields to the Group by field well. For more information about adding drill-downs, see Adding drill-downs to visual data in Amazon QuickSight. Using waterfall charts Use a waterfall chart to visualize a sequential summation as values are added or subtracted. In a waterfall chart, the initial value goes through a (positive or negative) change, with each change represented as a bar. The final total is represented by the last bar. Waterfall charts are also known as bridges because the connectors between the bars bridge the bars together, showing that they visually belong to the same story. Visual types 922 Amazon QuickSight User Guide 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. For example, you can use a waterfall chart to show gross sales to net income within the same month, or the difference in net income from last year to this year, and the factors that were responsible for this change. You can also use waterfall charts to present statistical data, for example how many new employees you hired and how many employees left your company within |
amazon-quicksight-user-253 | amazon-quicksight-user.pdf | 253 | 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. For example, you can use a waterfall chart to show gross sales to net income within the same month, or the difference in net income from last year to this year, and the factors that were responsible for this change. You can also use waterfall charts to present statistical data, for example how many new employees you hired and how many employees left your company within a year. The icon for a waterfall chart is as follows. The following screenshot shows a waterfall chart. To create a basic waterfall chart visual 1. Open Amazon QuickSight and choose Analyses on the navigation pane at left. 2. Choose one of the following: • To create a new analysis, choose New analysis at upper right. For more information, see Starting an analysis in Amazon QuickSight. • To use an existing analysis, choose the analysis that you want to edit. 3. Choose Add (+), Add Visual. 4. At lower left, choose the waterfall chart icon from Visual types. 5. On the Fields list pane, choose the fields that you want to use for the appropriate field wells. Waterfall charts require one category or measure in Value. Visual types 923 Amazon QuickSight User Guide 6. (Optional) Add drill-down layers by dragging one or more additional fields to the Group/Color field well. For more information about adding drill-downs, see Adding drill-downs to visual data in Amazon QuickSight. To understand the features supported by waterfall charts, see Analytics formatting per type in QuickSight. For customization options, see Formatting in Amazon QuickSight. Using word clouds As an engaging way to display how often a word is used in relation to other words in a dataset, use word clouds. The best use for this type of visual is to show word or phrase frequency. It can also make a fun addition to show trending items or actions. You can use a fixed dataset for creative purposes. For example, you might make one of team goals, motivational phrases, various translations of a specific word, or anything else that you want to draw attention to. Each word in a word cloud represents one or more values in a dimension. The size of the word represents the frequency of a value's occurrence in a selected dimension, in proportion to the occurrences of other values in the same dimension. Word clouds are best when precision isn't important and there aren't a large number of distinct values. The following screenshot shows an example of a word cloud. Visual types 924 Amazon QuickSight User Guide To create a word cloud, use one dimension in the Group by field well. Optionally, you can add a metric to the Size field well. Word clouds usually look better with 20–100 words or phrases, but the format settings offer a wide range of flexibility. If you choose too many words, they can become too small to be legible, depending on the size of your display. By default, word clouds display 100 distinct words. To show more, change the format setting for Number of words. Word clouds are limited to 500 unique values for Group by. To avoid displaying the word Other, format the visual to hide the Other category. For more information about how Amazon QuickSight handles data that falls outside display limits, see Display limits. The icon for a word cloud is as follows. Word cloud features To understand the features supported by word clouds, see the following table. Feature Supported? Comments For more information Changing the legend display Changing the title display No Yes Changing the axis range Not applicable Yes Yes Changing the visual colors Focusing on or excluding elements Legends on visual types in QuickSight Titles and subtitles on visual types in QuickSight Range and scale on visual types in QuickSight Colors in visual types in QuickSight Focusing on visual elements Excluding visual elements To change the color, choose a word and then choose a color. Visual types 925 Amazon QuickSight User Guide Feature Supported? Comments For more information Sorting Performing field aggregati on Adding drill- downs Using format options Yes Yes Yes Yes Sorting visual data in Amazon QuickSight Changing field aggregation Adding drill-downs to visual data in Amazon QuickSight You can't apply aggregation to the field that you choose for Group by. You must apply an aggregation to the field that you choose for Size. You can add drill-down levels to the Group by field well. You can choose to allow vertical words, emphasize Formatting in Amazon QuickSight scale, use a fluid layout, use lowercase, and set the amount of padding b etween words. You can set the maximum |
amazon-quicksight-user-254 | amazon-quicksight-user.pdf | 254 | field aggregati on Adding drill- downs Using format options Yes Yes Yes Yes Sorting visual data in Amazon QuickSight Changing field aggregation Adding drill-downs to visual data in Amazon QuickSight You can't apply aggregation to the field that you choose for Group by. You must apply an aggregation to the field that you choose for Size. You can add drill-down levels to the Group by field well. You can choose to allow vertical words, emphasize Formatting in Amazon QuickSight scale, use a fluid layout, use lowercase, and set the amount of padding b etween words. You can set the maximum string length for the word cloud (default is 40). You can also choose the number of words for the Group by field (default is 100; maximum is 500). Showing totals No Creating a word cloud Use the following procedure to create a word cloud. Formatting in Amazon QuickSight Visual types 926 Amazon QuickSight To create a word cloud User Guide 1. On the analysis page, choose Visualize on the tool bar. 2. Choose Add on the application bar, and then choose Add visual. 3. On the Visual types pane, choose the word cloud icon. 4. From the Fields list pane, drag the fields that you want to use to the appropriate field wells. Typically, you want to use dimension or measure fields as indicated by the target field well. If you choose to use a dimension field as a measure, the Count aggregate function is applied by default. To create a word cloud, add a dimension to the Group by field well. Optionally, add a measure to the Size field well. 5. (Optional) Add drill-down layers by dragging one or more additional fields to the Group by field well. For more information about adding drill-downs, see Adding drill-downs to visual data in Amazon QuickSight. Formatting in Amazon QuickSight You choose from a variety of options to format and style your data visualizations. To format a visual, select the visual that you want to format and choose the Format visual icon on the upper- right corner of the visual. Once you have the format visual pane open, you can click on different visuals and controls to view formatting data for the specific visual or control. For more information about formatting a visual control, see Using a control with a parameter in Amazon QuickSight. Use the following sections to format and style your content: Formatting 927 Amazon QuickSight Note User Guide Any format changes applied from the field wells are applied only to the selected visual. Topics • Analytics formatting per type in QuickSight • Table and pivot table formatting options in QuickSight • Adding data bars to tables in QuickSight • Map and geospatial chart formatting options in QuickSight • Axes and grid lines on visual types in QuickSight • Colors in visual types in QuickSight • Working with field level coloring in Amazon QuickSight • Conditional formatting on visual types in QuickSight • KPI options • Labels on visual types in QuickSight • Formatting visual numeric data based on language settings in QuickSight • Legends on visual types in QuickSight • Line and marker styling on line charts in QuickSight • Missing data on visual types in QuickSight • Reference lines on visuals types in QuickSight • Formatting radar charts in QuickSight • Range and scale on visual types in QuickSight • Small multiples axis options • Titles and subtitles on visual types in QuickSight • Tooltips on visual types in QuickSight Analytics formatting per type in QuickSight Use the following list to see what type of formatting works in a visualization during analysis: • Bar charts (both horizontal and vertical) support the following formatting: • Customize, display, or hide title, field labels, and data labels Formatting 928 Amazon QuickSight User Guide • Customize, display, or hide legend (exception: simple charts without clustering or multiple measures don't show a legend) • Specify axis range and steps on the x-axis for horizontal bar charts, and on the y-axis for vertical bar charts • Choose how many data points to display on the x-axis for vertical bar charts, and on the y-axis for horizontal bar charts • Show or hide axis lines, axis labels, axis sort icons, and chart grid lines • Customize, display, or remove reference lines • Show or hide the "other" category Horizontal bar charts support sorting on the y-axis and Value. Vertical bar charts support sorting on the x-axis and Value. Stacked bar charts support showing totals. • Box plots support the following formatting: • Customize, display, or hide title • Customize, display, or hide legend • Specify axis range and label tick on the x-axis and axis range and step on the y-axis • Show or hide axis lines, axis labels, axis sort icons, and chart grid |
amazon-quicksight-user-255 | amazon-quicksight-user.pdf | 255 | axis labels, axis sort icons, and chart grid lines • Customize, display, or remove reference lines • Show or hide the "other" category Horizontal bar charts support sorting on the y-axis and Value. Vertical bar charts support sorting on the x-axis and Value. Stacked bar charts support showing totals. • Box plots support the following formatting: • Customize, display, or hide title • Customize, display, or hide legend • Specify axis range and label tick on the x-axis and axis range and step on the y-axis • Show or hide axis lines, axis labels, axis sort icons, and chart grid lines • Choose how many data points to display on the y-axis. • Show or hide the “other” category • Add reference lines Box plots support sorting on Group by. • Combo charts support the following formatting: • Customize, display, or hide title, field labels, and data labels • Customize, display, or hide legend (exception: simple charts without clustering, stacking, or multiple measures don't show a legend) • Specify axis range on bars and lines • Synchronize the Y axes for both bars and lines into a single axis. • Choose how many data points to display on the x-axis • Show or hide axis lines, axis labels, axis sort icons, and chart grid lines Formatting • Customize, display, or remove reference lines 929 Amazon QuickSight User Guide • Show or hide the "other" category Combo charts support sorting on the x-axis, Bars, and Lines. • Donut charts support the following formatting: • Customize, display, or hide title, data labels, and legend • Customize, display, or hide the labels for group or color and value fields • Choose how many slices to display from Group/Color • Show or hide the "other" category Donut charts support sorting on Group/Color and Value. • Filled maps support the following formatting: • Customize, display, or hide title. • Customize, display, or hide the legend Filled maps support sorting on Location and Color. • Funnel charts support the following formatting: • Customize, display, or hide title, and data labels • Customize, display, or hide the labels for group or color and value fields • Choose how many stages to display in the Group by field • Show or hide the "other" category Funnel charts support sorting on Group by and Value. • Gauge charts support the following formatting: • Customize, display, or hide title. Display or hide axis labels. • Customize how to display the value or values: hidden, actual value, comparison • Choose the comparison method (available when you use two measures) • Choose the axis range and padding to display in the gauge chart • Choose the arc style (degrees from 180 to 360) and arc thickness Gauge charts don't support sorting. • Geospatial charts (maps) support the following formatting: • Customize, display, or hide title and legend Formatting • Choose the base map image. 930 Amazon QuickSight User Guide • Choose to display map points with or without clustering. Geospatial charts don't support sorting. • Heat maps support the following formatting: • Customize, display, or hide title, legend, and labels • Choose how many rows and columns to display • Choose colors or gradients. • Show or hide the "other" category Heat maps support sorting on Values and Columns. • Histogram charts support the following formatting: • Customize, display, or hide title, field labels, and data labels • Specify axis range, scale, and steps on the y-axis • Choose how many data points to display on the x-axis • Show or hide axis lines, axis labels, axis sort icons, and chart grid lines Histogram charts don't support sorting. • Key performance indicators (KPIs) support the following formatting: • Customize, display, or hide title • Display or hide trend arrows and progress bar • Customize comparison method as auto, difference, percent (%), or difference as percent (%) • Customize primary value displayed to be comparison or actual • Conditional formatting KPIs don't support sorting. • Line charts support the following formatting: • Customize, display, or hide title, field labels, and data labels • Customize, display, or hide legend (exception: simple charts don't show a legend) • Specify axis range and steps (on y-axis) • Choose how many data points to display on the x-axis • Show or hide axis lines, axis labels, axis sort icons, and chart grid lines • Customize, display, or remove reference lines • Customize the styling of lines and the markers for data points on a line Formatting 931 Amazon QuickSight User Guide • Show or hide the "other" category, except when the x-axis is a date Line charts support sorting on the x-axis and Value for numeric purposes only. • Pie charts support the following formatting: • Customize, display, or hide title, data labels, and legend • Customize, |
amazon-quicksight-user-256 | amazon-quicksight-user.pdf | 256 | • Choose how many data points to display on the x-axis • Show or hide axis lines, axis labels, axis sort icons, and chart grid lines • Customize, display, or remove reference lines • Customize the styling of lines and the markers for data points on a line Formatting 931 Amazon QuickSight User Guide • Show or hide the "other" category, except when the x-axis is a date Line charts support sorting on the x-axis and Value for numeric purposes only. • Pie charts support the following formatting: • Customize, display, or hide title, data labels, and legend • Customize, display, or hide the labels for group or color and value fields • Show metrics as values, percentages, or both • Choose how many slices to display from the Group/Color field • Show or hide the "other" category Pie charts support sorting on Value and Group/Color. • Pivot tables support the following formatting: • Customize, display, or hide title • Customize, display, or hide the labels for column, row, and value fields • Customize the font sizes for table headers and cells/body • Display or hide totals and subtotals on rows or columns • Custom labels for totals or subtotals • Choose additional styling options: fit table to view, hide +/- buttons, hide column field names, hide duplicate label when using single metric • Conditional formatting Pivot tables support sorting on Column and Row. For more information on sorting pivot table data, see Sorting pivot tables in Amazon QuickSight. • Scatter plots support the following formatting: • Customize, display, or hide title, legend, field labels, and data labels • Customize, display, or remove reference lines • Specify axis range (on x-axis and y-axis) • Show or hide axis lines, axis labels, axis sort icons, and chart grid lines Scatter plots don't support sorting. • Tables support the following formatting: • Customize, display, or hide title, legend, and columns Formatting • Customize, display, or hide the column names for group-by and value fields 932 Amazon QuickSight User Guide • Customize the font sizes for table headers and cells/body • Display or hide totals at the top or bottom of the table • Provide a custom label for totals • Add conditional formatting Tables support sorting on Group by and Value. • Tree maps support the following formatting: • Customize, display, or hide title and legend • Customize, display, or hide the labels for group-by, size, and color fields • Choose colors or gradients. • Choose how many squares to display from the Group by field • Show or hide the "other" category Line charts support sorting on Size, Group by and Color. • Waterfall charts support the following formatting: • Customize, display, or hide title or subtitle • Customize the total label • Specify x-axis label size and orientation and y-axis label range and orientation. • Show or hide axis lines, axis labels, axis sort icons, and chart grid lines • Show or hide the "other" category • Customize the legend size and position. • Customize and display or hide data labels. Waterfall charts support sorting on Category and Value. • Word clouds support the following formatting: • Customize, display, or hide title • Customize the word color, and the number of words to display from the Group by field • Show or hide the "other" category • Choose additional styling options: allow vertical words, emphasize scale, or work with fluid layout, lowercase, padding level, or maximum string length Word clouds support sorting on Group by. Formatting 933 Amazon QuickSight User Guide Table and pivot table formatting options in QuickSight You can customize tables and pivot tables in Amazon QuickSight to meet your business needs. You can customize table headers, cells, and totals by specifying the color, size, wrap, and alignment of text in each. You can also specify the height of rows in a table, add borders and grid lines, and add custom background colors. In addition, you can customize how to display totals and subtotals. If you have applied conditional formatting to a table or pivot table, it takes precedence over any other styling you configure. When you export table or pivot table visuals to Microsoft Excel, the formatting customizations that you applied to the visual aren't reflected in the downloaded Excel file. To format a table or pivot table • In your analysis, choose the table or pivot table that you want to customize, and then choose the Format visual icon. Formatting 934 Amazon QuickSight User Guide The Properties pane opens at left. Following, you can find descriptions for options for customizing each area of your table or pivot table in the Properties pane. Topics • Headers • Cell formatting • Totals and subtotals • Row and column size in tables and pivot tables in QuickSight • Customize |
amazon-quicksight-user-257 | amazon-quicksight-user.pdf | 257 | customizations that you applied to the visual aren't reflected in the downloaded Excel file. To format a table or pivot table • In your analysis, choose the table or pivot table that you want to customize, and then choose the Format visual icon. Formatting 934 Amazon QuickSight User Guide The Properties pane opens at left. Following, you can find descriptions for options for customizing each area of your table or pivot table in the Properties pane. Topics • Headers • Cell formatting • Totals and subtotals • Row and column size in tables and pivot tables in QuickSight • Customize pivot table data Formatting 935 Amazon QuickSight Headers Expand all headers User Guide You can choose to expand all headers in a pivot table to show all child and grandchild rows of a header. To expand all headers of a pivot table 1. On the visual that you want to change, select any header to open the On-visual menu. 2. Choose Expand all below. Header height You can customize table header height. To customize the height of headers in a table 1. 2. In the Properties pane, choose Headers. For Row height, enter a number in pixels. You can enter a whole number from 8 through 500. To customize the height of headers in a pivot table 1. 2. In the Properties pane, choose Headers. In the Columns section, for Row height, enter a number in pixels. You can enter a whole number from 8 through 500. Header text You can customize table header text. To customize header text in a table 1. In the Properties pane, choose Headers. 2. Navigate to the TEXT section and do one or more of the following: • To change the color of the header text, choose the color swatch underneath Text styling, and then choose the color that you want the table text to be. Formatting 936 Amazon QuickSight User Guide • To change the font or font size of the header text, open the Font or Font size dropdown and choose the font or font size that you want. • To bold, italicize, or underline the header text, choose the appropriate icon from the style bar. • To wrap text in headers that are too long to fit, select Wrap text. Wrapping text in a header doesn't automatically increase the height of the header. Follow the previous procedure for increasing header height. • To change the horizontal alignment of text in the header, choose a horizontal alignment icon. You can choose left alignment, center alignment, right alignment, or automatic alignment. • To change the vertical alignment of text in the header, choose a vertical alignment icon. You can choose top alignment, middle alignment, or bottom alignment. To customize header text in a pivot table 1. In the Properties pane, choose Headers. The Headers section expands to show options for customizing column and row headers. 2. In the Headers section, do one or more of the following: • To apply row styling to field names of the rows or columns, choose Style rows label or Style columns label depending on the label that you want to customize. • To customize the header font, navigate to the TEXT subsection of the Rows or Columns section and do one or more of the following: • To change the color of the header text, choose the color swatch underneath Text styling, and then choose the color that you want the table text to be. • To change the font or font size of the header text, open the Font or Font size dropdown and choose the font or font size that you want. • To bold, italicize, or underline the header text, choose the appropriate icon from the style bar. • To change the horizontal alignment of text in the header, choose an alignment icon. You can choose left alignment, center alignment, right alignment, or automatic alignment. You can choose a horizontal alignment for column headers in the Columns section, and for row headers in the Rows section. Formatting 937 Amazon QuickSight User Guide • To change the vertical alignment of text in the header, choose an alignment icon. You can choose top alignment, middle alignment, or bottom alignment. You can choose a vertical alignment for column headers in the Columns section, and row headers in the Rows section. • To hide the rows label or column field names, choose the eye icon next to Rows label or Column field names. Header background color You can customize table headers' background color. To customize the background color of table headers 1. 2. In the Properties pane, choose Headers. For Background, choose the background color icon, and then choose a color. You can choose one of the provided colors, reset the header text color to the default color, |
amazon-quicksight-user-258 | amazon-quicksight-user.pdf | 258 | or bottom alignment. You can choose a vertical alignment for column headers in the Columns section, and row headers in the Rows section. • To hide the rows label or column field names, choose the eye icon next to Rows label or Column field names. Header background color You can customize table headers' background color. To customize the background color of table headers 1. 2. In the Properties pane, choose Headers. For Background, choose the background color icon, and then choose a color. You can choose one of the provided colors, reset the header text color to the default color, or create a custom color. To customize the background color of pivot table headers 1. In the Properties pane, choose Headers. The Headers section expands to show options for customizing column and row headers. 2. 3. In the Columns section, choose the background color icon, and then choose a color. In the Rows section, choose the background color icon, and then choose a color. Header borders You can customize header borders' color. To customize header borders in a table 1. 2. In the Properties pane, choose Headers. For Borders, do one or more of the following: • To customize the type of border that you want, choose a border type icon. You can choose no borders, horizontal borders only, vertical borders only, or all borders. • To customize the border thickness, choose a border thickness. Formatting 938 Amazon QuickSight User Guide • To customize the border color, choose the border color icon, and then choose a color. You can choose one of the provided colors, reset the border color to the default color, or create a custom color. To customize header borders in a pivot table 1. In the Properties pane, choose Headers. The Headers section expands to show options for customizing column and row headers. 2. In the Columns and Rows sections, for Borders, do one or more of the following: • To customize the type of border that you want, choose a border type icon. You can choose no borders, horizontal borders only, vertical borders only, or all borders. • To customize the border thickness, choose a border thickness. • To customize the border color, choose the border color icon, and then choose a color. You can choose one of the provided colors, reset the border color to the default color, or create a custom color. Header styling options for hierarchy pivot tables You can hide or rename the Rows label of a hierarchy pivot table. To make changes to the Rows label of a hierarchy pivot table 1. 2. Select the hierarchy pivot table that you want to change and open the Format visual menu. In the Headers section, you can perform the following tasks • Choose Hide rows label to hide the Rows label from your pivot table. • For Rows label, enter the label that you want displayed on the pivot table. Cell formatting Row height You can customize table row height. Formatting 939 Amazon QuickSight User Guide To customize the height of rows in a table or pivot table 1. In the Properties pane, choose Cells. The Cells section expands to show options for customizing cells. 2. For Row height, enter a number in pixels. You can enter a whole number from 8 through 500. Cell text You can customize the formatting for cell text within a table. To format the cell text in a table or pivot table 1. In the Properties pane, choose Cells. The Cells section expands to show options for customizing cells. 2. For Text, do one or more of the following: • To change the color of the cell text, choose the color swatch underneath Text styling, and then choose the color that you want the table text to be. • To change the font or font size of the cell text, open the Font or Font size dropdown and choose the font or font size that you want. • To bold, italicize, or underline the cell text, choose the appropriate icon from the style bar. • To wrap text in headers that are too long to fit, select Wrap text. Wrapping text in cells doesn't automatically increase the row height. Follow the previous procedure for increasing row height. • To change the horizontal alignment of text in cells, choose a horizontal alignment icon. You can choose left alignment, center alignment, right alignment, or automatic alignment. Horizontal alignment can only be configured for the Rows fields of a hierarchy pivot table. • To change the vertical alignment of text in cells, choose a vertical alignment icon. You can choose top alignment, middle alignment, bottom alignment, or automatic. For tabular pivot tables, the value for Automatic is vertical. For hierarchy pivot tables, the value for Automatic is middle. Formatting 940 |
amazon-quicksight-user-259 | amazon-quicksight-user.pdf | 259 | row height. Follow the previous procedure for increasing row height. • To change the horizontal alignment of text in cells, choose a horizontal alignment icon. You can choose left alignment, center alignment, right alignment, or automatic alignment. Horizontal alignment can only be configured for the Rows fields of a hierarchy pivot table. • To change the vertical alignment of text in cells, choose a vertical alignment icon. You can choose top alignment, middle alignment, bottom alignment, or automatic. For tabular pivot tables, the value for Automatic is vertical. For hierarchy pivot tables, the value for Automatic is middle. Formatting 940 Amazon QuickSight User Guide Cell background color You can customize table cells' background color. To customize the background color of cells in a table or pivot table 1. In the Properties pane, choose Cells. The Cells section expands to show options for customizing cells. 2. For Background, do one or more of the following: • To alternate background colors between rows, select Alternate row colors. Clearing this option means that all cells have the same background color. • If you choose to alternate background colors between rows, choose a color for Odd rows and a color for Even rows by choosing the background color icon for each and selecting a color. You can choose one of the provided colors, reset the background color to the default color, or create a custom color. • If you choose not to alternate background colors between rows, choose the background color icon and select a color for all cells. You can choose one of the provided colors, reset the background color to the default color, or create a custom color. Formatting 941 Amazon QuickSight Cell borders User Guide You can customize table cells' borders. To customize the borders for cells in a table or pivot table 1. In the Properties pane, choose Cells. The Cells section expands to show options for customizing cells. 2. For Borders, do one or more of the following: • To customize the type of border that you want, choose a border type icon. You can choose no borders, horizontal borders only, vertical borders only, or all borders. • To customize the border thickness, choose a border thickness. • To customize the border color, choose the border color icon, and then choose a color. You can choose one of the provided colors, reset the border color to the default color, or create a custom color. Totals and subtotals On tables and pivot tables, you can configure the display of totals or subtotals. Tables can display totals at the top or the bottom of the visual. Pivot tables can display totals and subtotals on rows and columns. Add totals and subtotals to tables and pivot tables in QuickSight You can add total columns to your table and pivot table visuals. You can also add subtotal columns to your pivot table visuals. To display or hide totals and subtotals for a pivot table 1. To display totals, open the Properties pane and choose Total. • To show totals for rows, toggle the ROWS switch on. Totals are displayed on the bottom row of the visual. Choose Pin totals to keep the totals visible as you scroll through the table. • To show totals for columns, toggle the COLUMNS switch on. Totals are displayed on the last column of the visual. 2. To display totals, open the Properties pane and choose Subtotal. Formatting 942 Amazon QuickSight User Guide • To show subtotals for rows, toggle the ROWS switch on. Totals are displayed on the bottom row of the visual. • To show subtotals for columns, toggle the COLUMNS switch on. • For Level, choose one of the following: • Choose Last to only show the subtotal of the last field in the chart's hierarchy. This is the default option. • Choose All to show subtotals for every field. • Choose Custom to customize which fields show subtotals. After you add row totals to your table or pivot table visual, you can also choose to position the totals at the top or bottom of the visual. You can also change the position of column totals in pivot tables. To position row or column totals in a table or pivot table 1. 2. 3. 4. 5. In the Properties pane, choose Total. (Optional) For Rows, choose Show totals. (Optional) For Columns, choose Show totals. (Optional) In the Rows menu, open the Position dropdown and choose the position that you want the totals to be displayed. Choose Top to position totals at the top of the table, or Bottom to position totals at the bottom of the table. (Optional) In the Columns menu, open the Position dropdown and choose the position that you want the totals to be displayed. Choose Left to position totals at the |
amazon-quicksight-user-260 | amazon-quicksight-user.pdf | 260 | in a table or pivot table 1. 2. 3. 4. 5. In the Properties pane, choose Total. (Optional) For Rows, choose Show totals. (Optional) For Columns, choose Show totals. (Optional) In the Rows menu, open the Position dropdown and choose the position that you want the totals to be displayed. Choose Top to position totals at the top of the table, or Bottom to position totals at the bottom of the table. (Optional) In the Columns menu, open the Position dropdown and choose the position that you want the totals to be displayed. Choose Left to position totals at the left of the table, or Right to position totals at the right of the table. You can't change the position of the subtotals of a pivot table visual. If your pivot table uses a hierarchy layout, the subtotal rows are positioned at the top of the table. Tabular pivot table subtotals are displayed at the bottom of the table. Customize labels for totals and subtotals You can rename the totals in table and pivot table visuals to provide better context for account readers. By default, the totals and subtotals appear without a label. Formatting 943 Amazon QuickSight User Guide To rename totals in a table or pivot table visual 1. 2. 3. In the Properties pane, choose Total or Subtotal. For Label, enter a word or short phrase that you want displayed for the total. In pivot tables, you can also add labels to column totals and subtotals. To do so, enter a word or short phrase for Label in the Columns section. (Optional) For tabular pivot tables, you can also add group names to subtotals. To add a group name to row subtotals, choose the Plus (+) icon next to the Label field to add the group name parameter that you want. You can also enter a word or short phrase to this field. You can also make changes to the text size and font color of the total and subtotal labels of your table and pivot table visuals. To format totals and subtotals text 1. 2. In the Properties pane, choose Total or Subtotal. For Text, do one or more of the following. • To change the color of the total or subtotal text, choose the color swatch underneath Text styling, and then choose the color that you want the table text to be. • To change the font or font size of the total or subtotal text, open the Font or Font size dropdown and choose the font or font size that you want. • To bold, italicize, or underline the total or subtotal text, choose the appropriate icon from the style bar. In pivot tables, you can also add format text for column totals and subtotals. To do so, repeat the above steps in the Columns section. Totals and subtotals background color To customize the background color for totals and subtotals 1. 2. In the Properties pane, choose Total or Subtotal. For Background, choose the background color icon, and then choose a color. You can choose one of the provided colors, reset the background color to the default color, or create a custom color. Formatting 944 Amazon QuickSight User Guide In pivot tables, you can also add background colors for column totals and subtotals. To do so, choose a the background color icon for Background in the Columns section. Totals and subtotals borders To customize the borders for totals and subtotals 1. 2. In the Properties pane, choose Total or Subtotal. For Borders, do one or more of the following: • To customize the type of border that you want, choose a border type icon. You can choose no borders, horizontal borders only, vertical borders only, or all borders. • To customize the border thickness, choose a border thickness. • To customize the border color, choose the border color icon, and then choose a color. You can choose one of the provided colors, reset the border color to the default color, or create a custom color. In pivot tables, you can also add borders for column totals and subtotals. To do so, repeat the above steps in the Columns section. Applying totals and subtotals styling to cells In pivot tables, you can apply any text, background color, and border styling you apply to totals to cells in that same column or row. Row subtotals appear differently depending on the layout that your pivot table uses. For tabular pivot tables, explicit subtotal headers appear on the visual. For hierarchy pivot tables, explicit subtotal headers do not appear. Instead, authors apply subtotal styling to individual fields from the Format visual menu. Collapsed headers cannot be styled as subtotals. To apply totals and subtotals styling to cells 1. 2. In the Properties pane, choose Total or Subtotal. For Apply |
amazon-quicksight-user-261 | amazon-quicksight-user.pdf | 261 | cells In pivot tables, you can apply any text, background color, and border styling you apply to totals to cells in that same column or row. Row subtotals appear differently depending on the layout that your pivot table uses. For tabular pivot tables, explicit subtotal headers appear on the visual. For hierarchy pivot tables, explicit subtotal headers do not appear. Instead, authors apply subtotal styling to individual fields from the Format visual menu. Collapsed headers cannot be styled as subtotals. To apply totals and subtotals styling to cells 1. 2. In the Properties pane, choose Total or Subtotal. For Apply styling to, choose the visual that you want to apply subtotal styling to. You can choose from the following options. • None– Removes styling options from all cells. Formatting 945 Amazon QuickSight User Guide • Headers only– Aplies styling options to all headers in the pivot table. • Cells only– Applies styling options to all cells that aren't headers in the pivot table. • Headers and cells– Applies styling options to all cells in the pivot table. Row and column size in tables and pivot tables in QuickSight Authors and readers can resize rows and columns in a table or pivot table visual. They can adjust both row height and column width. Authors can also set the default column width for columns in a pivot table visual. To resize a row in a table or pivot table • In the table or pivot table visual, hover your cursor over the line that you want to resize until you see the horizontal cursor appear. When it appears, select the line and drag it to a new height. You can adjust the row height by selecting the horizontal lines on cells and row headers. Formatting 946 Amazon QuickSight User Guide To resize a column width in a table or pivot table • In the table or pivot table visual, hover your cursor over the line that you want to resize until you see the vertical cursor appear. When it appears, select the line and drag it to a new width. You can adjust the column width by selecting the vertical lines on cells, column headers, and row headers. Formatting 947 Amazon QuickSight User Guide To set the default column width for columns in a pivot table 1. 2. Select the pivot table that you want to change and open the Format visual menu. In the Pivot options section, navigate to the Value column width (pixels) field and enter the default value that you want in pixels. Formatting 948 Amazon QuickSight User Guide Customize pivot table data You can customize how QuickSight readers view pivot tables so that they are easier to read and understand at a glance. You can choose to hide a pivot table's plus and minus icons, hide columns that only have a single-metric value, and hide collapsed columns from view. These options can help QuickSight authors remove clutter from their pivot tables and provide an easier reader experience for QuickSight users. This is not the same as choosing a pivot table layout. For more information on pivot table layout options, see Choosing a layout. These options can also be accessed from the Combined row fields menu of a pivot table. The layout that you choose for your pivot table determines how this menu is accessed. For more information on accessing the Combined row fields menu, see . Formatting 949 Amazon QuickSight User Guide To make changes to a pivot table's layout 1. 2. In the Format visual pane, choose Pivot options. In the Pivot options menu, select the following options to customize the view: • Hide +/– buttons – Hide the plus and minus icons from your pivot table. • Hide single metric – Hide columns that only have a single metric value. • Hide collapsed columns – Automatically hide all collapsed columns in a pivot table. This option is only available for tabular pivot tables. Adding data bars to tables in QuickSight You can use data bars to add visual context to your table visuals in Amazon QuickSight. By injecting color into your tables, data bars can make it easier to visualize and compare data in a range of fields. Data bars are bars of different colors or shades that you add to the cells of a table. The bars are measured relative to the range of all cells in a single column, which is similar to a bar chart. You can use data bars to highlight a fluctuating trend, such as profit per quarter during the year. Formatting 950 Amazon QuickSight User Guide You can only apply data bars to fields that are added to the Values field well of the visual. You can't apply data bars to items that are added to group bys. You can |
amazon-quicksight-user-262 | amazon-quicksight-user.pdf | 262 | of fields. Data bars are bars of different colors or shades that you add to the cells of a table. The bars are measured relative to the range of all cells in a single column, which is similar to a bar chart. You can use data bars to highlight a fluctuating trend, such as profit per quarter during the year. Formatting 950 Amazon QuickSight User Guide You can only apply data bars to fields that are added to the Values field well of the visual. You can't apply data bars to items that are added to group bys. You can create up to 200 different data bar configurations for a single table. To add data bars to a table 1. On the analysis page, choose the visual that you want to format. 2. On the menu in the upper-right corner of the visual, select the Format visual icon. The Format visual pane opens. 3. In the Properties pane, open the Visuals dropdown list and choose ADD DATA BARS. Formatting 951 Amazon QuickSight User Guide 4. In the Data bars popup that appears, choose the value field that you want represented by the data bars. You can only choose from fields that are added to the Values field well of the visual. 5. 6. (Optional) Choose the icon labeled Positive color to select the color that you want to represent positive value data bars. The default color is green. (Optional) Choose the icon labeled Negative color to select the color that you want to represent negative value data bars. The default color is red. Formatting 952 Amazon QuickSight User Guide When you create data bars, they are named for the field values that they are representing. For example, if you add data bars to represent the profit of a product over time, the data bar configuration is labeled "Profit". In the Visuals pane of the Properties menu, data bars are listed in the order that they are created. To remove data bars from a visual 1. On the menu in the upper-right corner of the visual, select the Format visual icon. The Properties pane opens. 2. In the Properties pane, open the Visuals dropdown list and choose the data bar that you want to remove. 3. Choose REMOVE DATA BARS. Formatting 953 Amazon QuickSight User Guide Map and geospatial chart formatting options in QuickSight In QuickSight, you can choose from multiple formatting options for your maps and geospatial charts. You can view formatting options by opening the Properties pane from the on-visual menu located at the top right of the currently selected geospatial map. Formatting 954 Amazon QuickSight User Guide QuickSight authors and readers can also toggle the different formatting options of a geospatial map visual from the on visual menu. Formatting 955 Amazon QuickSight User Guide Topics • Base maps on geospatial maps in QuickSight • Geospatial heatmaps in Amazon QuickSight • Marker clustering on geospatial point maps in QuickSight Base maps on geospatial maps in QuickSight When you create a map visual in Amazon QuickSight, you can change the base of the map. A base map is the style of map that appears beneath your data on a map. An example is a satellite view versus a street view. In QuickSight, there are four options for base maps: light gray canvas, dark gray canvas, streets, and imagery. The following list contains an example of each base map option: Formatting 956 Amazon QuickSight Important User Guide Only the light gray canvas is supported in the Asia Pacific (Mumbai) AWS Region (ap- south-1). • Light gray canvas • Dark gray canvas • Streets Formatting 957 Amazon QuickSight User Guide • Imagery Changing base maps Use the following procedure to change a base map. To change a base map 1. Create a point or filled map in an analysis. For more information, see Creating maps and geospatial charts. Formatting 958 Amazon QuickSight User Guide 2. On the map visual, choose the Format visual icon. 3. In the Properties pane that opens, choose the Base map section and then choose the base map that you want. Geospatial heatmaps in Amazon QuickSight Use geospatial heatmaps to reveal patterns of marker concentration in your geospatial visuals. Heat maps display concentrations of data points using a colored overlay that highlights the intensity or concentration of the visual's markers. To turn a geospatial map into a heat map 1. Open your analysis and choose the geospatial map that you want to format. When you select a visual, it displays with a highlight around it. Formatting 959 Amazon QuickSight User Guide 2. To open the formatting pane, select Format visual from the on-visual menu. 3. On the formatting pane at left, choose Points. 4. Choose Heatmap. 5. (Optional) For Heatmap gradient, choose a color that you want for |
amazon-quicksight-user-263 | amazon-quicksight-user.pdf | 263 | visuals. Heat maps display concentrations of data points using a colored overlay that highlights the intensity or concentration of the visual's markers. To turn a geospatial map into a heat map 1. Open your analysis and choose the geospatial map that you want to format. When you select a visual, it displays with a highlight around it. Formatting 959 Amazon QuickSight User Guide 2. To open the formatting pane, select Format visual from the on-visual menu. 3. On the formatting pane at left, choose Points. 4. Choose Heatmap. 5. (Optional) For Heatmap gradient, choose a color that you want for the High density and Low density values. Marker clustering on geospatial point maps in QuickSight Use marker clustering to improve readability of collocated points on a map. Geospatial locations on point maps are represented using markers. Usually, there is one marker per data point. However, if there are too many markers close together, the map becomes difficult to read. To make it easier to interpret the map, you can enable marker clustering to represent groupings of locations on the map. As the reader zooms in on the map, the clustered markers leave the area marker to display separately. To add cluster points to a map 1. Open your analysis, and choose the geospatial map that you want to format. When you select a visual, it displays with a highlight around it. 2. To open the formatting pane, select Format visual from the on-visual menu. 3. On the formatting pane at left, choose Points. 4. Choose one of the following options: Formatting 960 Amazon QuickSight User Guide • Basic – use the default display setting for map points. • Cluster points – cluster map points together when there are many in one area. Axes and grid lines on visual types in QuickSight When you create a chart in Amazon QuickSight, axis lines, axis labels, axis sort icons, and grid lines are added to the chart automatically. You can format your visuals to show or hide these if you want, and also customize the axis label size and orientation. You can format axis lines, grid lines, and axis labels and axis sort icons for the following chart types: • Bar charts • Box plot charts • Combo charts • Histograms • Line charts • Scatter plots • Waterfall charts To format axis lines, axis labels, and grid lines in a chart 1. On the analysis page, choose the visual that you want to format. 2. On the menu in the upper-right corner of the visual, select the format visual icon. The Properties pane opens at left. To show or hide axis lines 1. In the Properties pane, choose the axis that you want to format. 2. Choose Show axis line. Clear the check box to hide the axis line for the chosen axis. Select the check box to show it. Formatting 961 Amazon QuickSight To customize axis titles User Guide 1. In the Properties pane, choose the axis that you want to format. 2. Choose Show title. Clear the check box to hide the axis title and drop-down caret icon for the chosen axis. Select the check box to show them. 3. To change the title from the default field name, enter a title in the text box. Note In addition to the chart types listed previously in this topic, you can also customize the axis titles in pie charts, donut charts, funnel charts, heat maps, and tree maps. To show or hide the sort icon 1. In the Properties pane, choose the axis that you want to format. 2. Choose Show sort. Clear the check box to hide the sort icon for the chosen axis. Select the check box to show it. When you choose to remove the sort icon, the sort icon is removed from the axis. Any sorts that were applied to the visual before removing the icon are not removed from the visual. Note In addition to the chart types listed previously in this topic, you can also show or hide the sort icon in pie charts, donut charts, funnel charts, heat maps, and tree maps. To show or hide the data zoom 1. In the Properties pane, choose X-axis. 2. Choose Show data zoom. Clear the check box to hide the data zoom. Select the check box to show it. The data zoom bar appears automatically on charts with an X-axis that contain more than one data point. Adjust the bar from the left and right to zoom to specific data points in the chart. Formatting 962 Amazon QuickSight Note User Guide If you zoom in or out using the data zoom bar, and then choose to hide the data zoom bar, the zoom position isn't maintained. The visual zooms completely out to include all data points. |
amazon-quicksight-user-264 | amazon-quicksight-user.pdf | 264 | choose X-axis. 2. Choose Show data zoom. Clear the check box to hide the data zoom. Select the check box to show it. The data zoom bar appears automatically on charts with an X-axis that contain more than one data point. Adjust the bar from the left and right to zoom to specific data points in the chart. Formatting 962 Amazon QuickSight Note User Guide If you zoom in or out using the data zoom bar, and then choose to hide the data zoom bar, the zoom position isn't maintained. The visual zooms completely out to include all data points. Showing the data zoom again returns the visual to its previous state. To show or hide axis labels 1. In the Properties pane, choose the axis that you want to format. 2. Choose Show labels. Clear the check box to hide the axis labels for the chosen axis. Select the check box to show it. To change the label size 1. 2. In the Properties pane, choose the axis that you want to format. For Label size, choose a size. To change the label orientation 1. 2. In the Properties pane, choose the axis that you want to format. For Label orientation, choose an orientation. To show or hide grid lines 1. In the Properties pane, choose the axis that you want to format. 2. Choose Show grid lines. Clear the check box to hide grid lines for the chosen axis. Select the check box to show it. Colors in visual types in QuickSight You can change the color of one, some, or all elements on the following types of charts: • Bar charts • Donut charts Formatting 963 Amazon QuickSight • Gauge charts • Heat maps • Line charts • Scatter plots • Tree maps User Guide To change colors on bar charts, donut charts, gauge charts, line charts, and scatter plots, see Changing colors on charts. To change colors on heat maps and tree maps, see Changing colors on heat maps and tree maps. Changing colors on charts You can change the chart color used by all elements on the chart, and also change the color of individual elements. When you set the color for an individual element, it overrides the chart color. For example, suppose that you set the chart color to green. All of the bars turn green. Even though you choose the first bar, the chart color applies to all the bars. Then you set the color for the SMB bar to blue. Formatting 964 Amazon QuickSight User Guide Looking at the result, you decide that you need more contrast between the green and blue bars, so you change the chart color to orange. If you are changing the chart color, it doesn't matter which bar you choose to open the context menu from. Formatting 965 Amazon QuickSight User Guide The SMB bar remains blue. This is because it was directly configured. The remaining bars turn orange. Formatting 966 Amazon QuickSight User Guide When you change the color of an element that is grouped, the color for that element is changed in all of the groups. An example is a bar in a clustered bar chart. In the following example, Customer Segment is moved out of the Y-axis and into the Group/Color field well. Customer Region is added as the Y-axis. The chart color stays orange, and SMB stays blue for all Customer Regions. Formatting 967 Amazon QuickSight User Guide If your visual has a legend that shows categories (dimensions), you can click on the values in the legend to see a menu of available actions. For example, suppose that your bar chart has a field in the Color or Group/Color field well. The bar chart menu displays the actions that you can choose by clicking or right-clicking on a bar, such as the following: • Focusing on, or excluding, visual elements • Changing colors of visual elements • Drilling down into a hierarchy • Custom actions activated from the menu, including filtering or URL actions Following is an example of using the legend to change the color for a dimension. Formatting 968 Amazon QuickSight User Guide Setting new colors for a visual Use the following procedure to change the colors for a visual. To change the colors for a visual 1. On the analysis page, choose the visual that you want to modify. 2. To change the chart color, choose any element on the visual, and then choose Chart Color. To select elements, do the following: • On a bar chart, choose any bar. • On a line chart, choose the end of a line. • On a scatter plot, choose an element. The field must be in the Group/Color section of Field wells. 3. Choose the color that you want to use. You |
amazon-quicksight-user-265 | amazon-quicksight-user.pdf | 265 | following procedure to change the colors for a visual. To change the colors for a visual 1. On the analysis page, choose the visual that you want to modify. 2. To change the chart color, choose any element on the visual, and then choose Chart Color. To select elements, do the following: • On a bar chart, choose any bar. • On a line chart, choose the end of a line. • On a scatter plot, choose an element. The field must be in the Group/Color section of Field wells. 3. Choose the color that you want to use. You can choose a color from the existing palette, or you can choose a custom color. To use a custom color, enter the hexadecimal code for that color. All elements on the visual are changed to use this color, except for any that have previously had their color individually set. In that case, the element color overrides the chart color. 4. To change the color for a single element on the visual, choose that element, choose Color <field name>, and then choose the color that you want to use. You can choose a color from Formatting 969 Amazon QuickSight User Guide the existing palette, or you can choose a custom color. To use a custom color, enter the hexadecimal code for that color. Repeat this step until you have set the color on all elements that you want to modify. To change the color back to the color it was originally, choose Reset to default. Setting visual colors back to defaults Use the following procedure to return to using the default colors on a visual. To return to default colors on a visual 1. On the analysis page, choose the visual that you want to modify. 2. Choose Chart Color, choose any element on the visual, and then choose Reset to Default. Doing this changes the chart color back to the default color for that visual type. All elements on the visual are changed to the default color for the visual type, except for any that have previously had their color individually set. In that case, the element color setting overrides the chart color setting. 3. To change the color for a single element back to the default, choose that element, choose Color <field name>, and then choose Reset to Default. The default color for individual elements is the chart color if you have specified one, or the default color for the visual type otherwise. Changing colors on heat maps and tree maps To change the colors that display on a heat map or a tree map 1. Choose the heat map or tree map that you want to edit. 2. Choose Expand for the settings menu, and choose the cog icon to open the Properties panel. 3. 4. 5. For Color, choose the settings that you want to use: For Gradient color or Discrete color, choose the color square next to the color bar, and then choose the color that you want to use. Repeat for each color square. The bar holds two colors by default. Select the Enable 3 colors check box if you want to add a third color. A new square appears in the middle of the color bar. Formatting 970 Amazon QuickSight User Guide You can enter a number that defines the midpoint between the two main gradient colors. If you add a value, the middle color represents the number you entered. If you leave this blank, the middle color acts like the other colors in the gradient. Select the Enable steps check box if you want to limit the chart to the colors that you chose. Doing this changes the label on the color bar from Gradient color to Discrete color. For Color for Null Value, choose a color to depict NULL values. This option is only available on heat maps. 6. 7. Working with field level coloring in Amazon QuickSight With field level coloring, you can assign specific colors to specific field values across all visuals in a QuickSight analysis or dashboard. Colors are assigned on a per-field basis to simplify the process of setting colors and ensure consistency across all visuals that use the same field. For example, let's say you're a shipping company that wants to create a set of visuals that track shipping rates in different regions. With field level coloring, you can assign each region a different color to represent the field across all visuals in an analysis or dashboard. This way, account readers quickly learn what field colors they're looking for and have an easier time finding the information that they need. QuickSight authors can configure up to 50 field based colors per field. Colors that are defined at the visual level take precedence over field based colors. This |
amazon-quicksight-user-266 | amazon-quicksight-user.pdf | 266 | the same field. For example, let's say you're a shipping company that wants to create a set of visuals that track shipping rates in different regions. With field level coloring, you can assign each region a different color to represent the field across all visuals in an analysis or dashboard. This way, account readers quickly learn what field colors they're looking for and have an easier time finding the information that they need. QuickSight authors can configure up to 50 field based colors per field. Colors that are defined at the visual level take precedence over field based colors. This means that if the author sets a color for a value on the visual, that color will override the field based colors configuration for that individual visual. Formatting 971 Amazon QuickSight User Guide To apply field level coloring to a legacy account 1. 2. In the Fields pane of the analysis, choose the ellipsis (three dots) next to the field that you want to assign a color to, and then choose Edit field colors. In the Edit field colors pane that appears, choose the value that you want to assign a color to and choose the color that you want. You can apply colors to every value that appears in the Field values pane. 3. When you are finished assigning colors to the fields that you want, choose Apply. If you want to reset the color value of a field, open the Edit field colors pane and choose the refresh icon next to the field that you want to reset. You can reset all color values in an analysis by choosing RESET COLORS. You can view a list of unused colors that can be configured to new fields by choosing Show unused colors in the Edit field colors pane. When you reset a field's color, the discarded color is added to the Unused colors list and can be assigned to a new field. Formatting 972 Amazon QuickSight User Guide Conditional formatting on visual types in QuickSight In some visual types, you can add conditional formatting to highlight some of your data. The conditional formatting options currently supported include changing text or background color and using symbolic icons. You can use icons from the provided set, or you can use Unicode icons instead. Conditional formatting is available on the following visuals: • Gauge charts • Key performance indicators (KPIs) • Pivot tables • Tables For tables and pivot tables, you can set multiple conditions for fields or supported aggregations, along with format options to apply to a target cell. For KPIs and gauge charts, you can format the primary value based on conditions that are applied to any dimension in the dataset. For gauge charts, you can also format the foreground color of the arc based on conditions. To use conditional formatting on a visual 1. On the analysis page, choose the visual that you want to format. 2. On the visual, open the context menu on the down icon at the upper-right. Then choose Conditional formatting. Options for formatting display on the left. Choose one of the following: • For pivot tables – Begin by choosing a measure that you want to use. You can set conditional formatting on one or more fields. The selection is limited to the measures that are in the Values field well. • For tables – Begin by choosing a field that you want to use. You can set conditional formatting on one or more fields. You can also choose to apply formatting to the entire row. Formatting the entire row adds an option to Apply on top, which applies the row formatting in addition to formatting added by other conditions. • For KPIs – Apply formatting to the primary value or the progress bar or both. 3. For the remaining steps in this procedure, choose the features that you want to use. Not all options are available for all visuals. Formatting 973 Amazon QuickSight User Guide 4. (Optional) Choose Add background color to set a background color. If a background color is already added, choose Background. • Fill type – The background color can be Solid or Gradient. If you choose to use a gradient, additional color options display, enabling you to choose a minimum and maximum value for the gradient scale. The minimum value defaults to the lowest value, and the maximum value defaults to the highest value. • Format field based on – The field to use when applying the format. • Aggregation – The aggregation to use (displays only the available aggregations). • Condition – The comparison operator to use, for example "greater than". • Value – The value to use. • Color – The color to use. • Additional options: In pivot tables, you can set what you want to |
amazon-quicksight-user-267 | amazon-quicksight-user.pdf | 267 | gradient, additional color options display, enabling you to choose a minimum and maximum value for the gradient scale. The minimum value defaults to the lowest value, and the maximum value defaults to the highest value. • Format field based on – The field to use when applying the format. • Aggregation – The aggregation to use (displays only the available aggregations). • Condition – The comparison operator to use, for example "greater than". • Value – The value to use. • Color – The color to use. • Additional options: In pivot tables, you can set what you want to format by choosing options from the context menu (…): Values, Subtotals, and Totals. 5. (Optional) Choose Add text color to set a text color. If a text color is already added, choose Text. • Format field based on – The field or item to use when applying the format. • Aggregation – The aggregation to use (displays only the available aggregations). This option applies to tables and pivot tables. • Condition – The comparison operator to use, for example "greater than". • Value – The value to use. • Color – The color to use. • Additional options: In tables and pivot tables, you can set what you want to format by choosing options from the context menu (…): Values, Subtotals, and Totals. 6. (Optional) Choose Add icons to set an icon or icon set. If an icon is already added, choose Icon. • Format field based on – The field or item to use when applying the format. • Aggregation – The aggregation to use (displays only the available aggregations). This option applies to tables and pivot tables. • Icon set – The icon set to apply to field in Format field based on. This option applies to tables and pivot tables. • Reverse colors – Reverses the colors of the icons for tables and pivot tables. Formatting • Custom conditions – Provides more icon options for tables and pivot tables. 974 Amazon QuickSight User Guide • Condition – The comparison operator to use. • Value – The value to use. • Icon – The icon to use. To choose an icon set, use the Icon symbol to choose the icons to use. Choose from the provided icon sets. In some cases, you can add your own. To use your own icon, choose Use custom Unicode icon. Paste in the Unicode glyph that you want to use as an icon. Choose Apply to save or choose Cancel to exit icon setup. • Color – The color to use. • Show icon only – Replaces the value with the icon for tables and pivot tables. • Additional options: • In tables and pivot tables, you can set what you want to format by choosing options from the context menu (…): Values, Subtotals, and Totals. • In pivot tables, enabling Custom conditions activates preset conditional formatting that you can keep, add to, or overwrite with your own settings. 7. (Optional) Choose Add foreground color to set the foreground color of a KPI progress bar. If a foreground color is already added, choose Foreground. • Format field based on – The field to use when applying the format. • Condition – The comparison operator to use. • Value – The value to use. • Color – The color to use. 8. When you are finished configuring conditional formatting, choose one or more of the following: • To save your work, choose Apply. • To cancel selections and return to the previous panel, choose Cancel. • To close the settings panel, choose Close. • To reset all settings on this panel, choose Clear. KPI options You can customize KPIs in Amazon QuickSight to meet your business needs. You can add contextual sparklines or progress bars, assign primary and secondary values, and add conditional formatting to your KPIs. Formatting 975 Amazon QuickSight User Guide To format a KPI in QuickSight, navigate to the KPI that you want to change and choose Format visual to open the Format visual. The icon for the Format visual menu is as follows. Use the following procedures to perform formatting tasks for KPIs. Add a visual to a KPI You can choose to add an area sparkline, a sparkline, or a progress bar to any KPI in QuickSight. Adding visuals to KPIs provides visual context to readers who are viewing KPI data. Use the following procedure to add a visual to a KPI. To add a visual to a KPI 1. Navigate to the KPI that you want to change and open the format visual menu. 2. 3. In the Properties menu, choose the Visual box to display a visual on your KPI chart. (Optional) Open the Visual dropdown and choose the type of visual that you want to |
amazon-quicksight-user-268 | amazon-quicksight-user.pdf | 268 | You can choose to add an area sparkline, a sparkline, or a progress bar to any KPI in QuickSight. Adding visuals to KPIs provides visual context to readers who are viewing KPI data. Use the following procedure to add a visual to a KPI. To add a visual to a KPI 1. Navigate to the KPI that you want to change and open the format visual menu. 2. 3. In the Properties menu, choose the Visual box to display a visual on your KPI chart. (Optional) Open the Visual dropdown and choose the type of visual that you want to display on your KPI. You can choose to display an area sparkline, a sparkline, or a progress bar. To display a sparkline, make sure that your KPI has a value in the Trend field well. Area sparkline is the default value. 4. (Optional) To change the color of the sparkline, choose the color icon to the left of the Visual dropdown and choose the color that you want. Color formatting isn't supported for the progress bar. 5. (Optional) Choose Add tooltip to add a tooltip to the KPI visual. The following image shows the Visual section of the Format visual menu. Formatting 976 Amazon QuickSight User Guide Customizing primary and secondary values Use the Format visual menu to customize the font, color, and to choose which primary value is displayed. You can also choose to display a secondary value. To customize the primary and secondary values of a KPI 1. Navigate to the KPI that you want to change, open the Format visual menu, and navigate to the KPI section. 2. For Primary value, use the Font dropdown to choose the font size that you want. The default value is Auto. Formatting 977 Amazon QuickSight User Guide 3. 4. (Optional) To change the color of the primary value's font, choose the color icon next to the Font dropdown, and then choose the color that you want. For Primary value displayed, you can choose to display the actual value or the comparison value of the primary value. 5. To add a secondary value, choose Secondary value. a. b. (Optional) Use the Font dropdown to choose the font size that you want. The default value is Extra large. (Optional) To change the color of the secondary value's font, choose the color icon next to the Font dropdown, and then choose the color that you want. The following images shows the KPI menu. Conditional formatting options for KPIs Conditional formatting for KPIs is automatically set for comparison values. By default, positive values are represented in green and negative values are represented in red. You can customize the color values of these color values from the Properties pane. Formatting 978 Amazon QuickSight User Guide To change the color of positive and negative values 1. 2. 3. In the Properties pane, open the Conditional formatting section and choose the comparison value that you want to change. To change the color of the positive value, navigate to Condition #1, choose the Color icon, and then choose the color tht you want. To change the color of the negative value, navigate to Condition #2, choose the Color icon, and then choose the color tht you want. 4. When you are finished making the changes that you want, choose Apply. You can also add text colors and icons for the Actual value in thee Conditional formatting menu. To add a text color or icon to the actual value, choose Add text color or Add icon to set the new values. The following image shows the Conditional formatting menu of a KPI. Labels on visual types in QuickSight Use the following procedure to customize, display, or hide the labels for a visual. To customize, display, or hide the labels for a visual 1. On the analysis page, choose the visual that you want to format. You can change the labels by choosing the label directly on the visual, and choosing Rename. To revert to the default name, delete your entry. Formatting 979 Amazon QuickSight User Guide 2. To see more options, choose the on-visual menu from the down icon at the upper-right corner of the visual, and then choose Format visual. For pivot tables, you can relabel row names, column names, and value names. Additionally, under Styling, you can choose to hide columns labels or metric labels (for single metrics only). You can add the same value to the same visual multiple times. You can do so to show the same value with different aggregations or table calculations applied. By default, the fields all display the same label. You can edit the names by using the Properties panel, which you open by choosing the V-shaped icon at top right. 3. On the Properties pane, enable or disable Show title. |
amazon-quicksight-user-269 | amazon-quicksight-user.pdf | 269 | Format visual. For pivot tables, you can relabel row names, column names, and value names. Additionally, under Styling, you can choose to hide columns labels or metric labels (for single metrics only). You can add the same value to the same visual multiple times. You can do so to show the same value with different aggregations or table calculations applied. By default, the fields all display the same label. You can edit the names by using the Properties panel, which you open by choosing the V-shaped icon at top right. 3. On the Properties pane, enable or disable Show title. This option removes the axis title. 4. Close the Properties pane by choosing the X icon in the upper-right corner of the pane. Data labels on visual types in QuickSight To customize data labels on a visual, you can use the Properties pane to show data labels, and then use the settings to configure them. Data label customization is supported on bar, line, combo, scatter, and pie charts. You can customize the following options: • Position, which determines where the label appears in relation to the data point (for bar, combo, and line charts): • For vertical bar charts, you can customize to set position: • Above bars • Inside of bars • Bottom of bars • Top of bars Formatting 980 Amazon QuickSight User Guide • For horizontal bar charts, you can customize to set position: • Right of bars • Inside of bars • For line charts, you can customize to set position: • Above lines • Left or right of points on lines • Below lines • For scatter charts, you can customize to set position: • Above points • Left or right of points • Below points • Font size and color (for bar, combo, line, scatter, and pie charts) • Label pattern, which determines how data is labeled (for bar, combo, line, and scatter charts): • For bar, combo, and scatter charts, you can label: • All • By group or color • For line charts, the following label options are available: • All • By group or color • Line ends • Minimum or maximum value only • Minimum and maximum values • For pie charts, the following label options are available: • Show category • Show metric • Choose to show the metric label as value, percent, or both • Group selection (for bars and lines, when the label pattern is "by group/color") • Allow labels to overlap (for bars and lines), for use with fewer data points • For vertical bar, combo, and line charts, labels that are too long are angled by default. You can Formatting 981 configure the degree of angle under the X-axis settings. Amazon QuickSight Note User Guide If you add more than one measure to an axis, the data label displays the formatting for the first measure only. To configure data labels 1. On the analysis page, choose the visual that you want to format. 2. Choose the on-visual menu from the down icon at the upper-right corner of the visual, and then choose Format visual. 3. On the Properties pane, choose Data Labels. 4. Enable Show data labels to show and customize labels. Disable this option to hide data labels. 5. Choose the settings that you want to use. The settings offered are slightly different for each chart type. To see all available options, see the list before this procedure. You can immediately view the effect of each change on the visual. 6. Close the Properties pane by choosing the X icon in the upper-right corner of the pane. Formatting visual numeric data based on language settings in QuickSight In Amazon QuickSight, you can choose how your numeric data values appear in visuals so that they align with the regional language that you have chosen. As a QuickSight author, you can choose the language formatting that best fits your audience. Amazon QuickSight configures numeric data languages at the analysis level based on the language that you have chosen to view QuickSight in. You can change the format of numbers, currencies, and dates. You can change your QuickSight language settings in the Language dropdown list of the QuickSight User menu in the top-right corner. You can change the language formatting for a field across every visual in a sheet, or you can change the language formatting at the individual visual level. To change the numeric language formatting of all visuals in an analysis 1. On the Visuals pane of the analysis that you want to change, choose the more actions (three dots) icon next to the field that you want to change. From the menu that appears, open the Format dropdown list, and then choose More formatting options. Formatting 982 Amazon QuickSight User Guide 2. In the |
amazon-quicksight-user-270 | amazon-quicksight-user.pdf | 270 | QuickSight User menu in the top-right corner. You can change the language formatting for a field across every visual in a sheet, or you can change the language formatting at the individual visual level. To change the numeric language formatting of all visuals in an analysis 1. On the Visuals pane of the analysis that you want to change, choose the more actions (three dots) icon next to the field that you want to change. From the menu that appears, open the Format dropdown list, and then choose More formatting options. Formatting 982 Amazon QuickSight User Guide 2. In the Format data pane that appears on the left, choose Apply language format. You can reset the default language format of the field by reopening the Format data menu and choosing Reset to defaults. The default language format is American English. Formatting 983 Amazon QuickSight User Guide To change the numeric language formatting of a single visual in an analysis 1. On the analysis page, choose the visual that you want to modify. 2. Navigate to the Format data pane using one of the following options: • On the visual that contains the data that you want to change, select the field that you want to change, open the Format dropdown list, and then choose More formatting options. • In the Field wells section of the analysis, open the dropdown next to the field that you want to change. Open the Format menu, and choose More formatting options. Formatting 984 Amazon QuickSight User Guide 3. In the Format data pane that appears, choose Apply language format. You can reset the default language format of the visual by reopening the Format data menu and choosing Reset to defaults. The default language format is American English. Formatting 985 Amazon QuickSight User Guide Legends on visual types in QuickSight The visual legend helps you identify what a visual element represents by mapping its value to a color. By default, the visual legend displays to the right of the visual. You can choose to hide or display the visual legend, and format the legend title and position. You can also customize the font settings for the legend title and items. To display or hide a visual legend 1. Sign in to Amazon QuickSight at https://quicksight.aws.amazon.com/. 2. On the analysis page, choose the visual that you want to format. 3. Choose the visual that you want to format, and then choose the Properties icon to open the Properties pane. 4. Toggle the Legend on to display the visual's legend. When shown, the legend displays the values in alphabetical order. To hide the legend, toggle the Legend switch off. To customize a visual legend 1. Open the Properties pane and expand the Legend section. 2. Use the Position dropdown to customize the position of the legend in the visual. 3. For Legend title, enter a custom name for the legend and perform all or some of the following actions: a. (Optional) To change the color of the legend title, choose the color swatch underneath the legend title, and then choose the color that you want the legend title to be. b. (Optional) To change the font or font size of the legend title, open the Font or Font size dropdown and choose the font or font size that you want. c. (Optional) To bold, italicize, or underline the legend title, choose the appropriate icon from the style bar. 4. For Legend item, perform all or some of the following actions: a. (Optional) To change the color of the legend item font, choose the color swatch, and then choose the color that you want the legend title to be. b. (Optional) To change the font or font size of the legend item, open the Font or Font size dropdown and choose the font or font size that you want. Formatting 986 Amazon QuickSight User Guide c. (Optional) To bold, italicize, or underline the legend item font, choose the appropriate icon from the style bar. 5. Choose the X icon at upper right to close the Properties pane. Line and marker styling on line charts in QuickSight In QuickSight line charts, you have multiple options to emphasize what you want readers to focus on: color, line style, and markers. You can use these options together or separately to help readers understand your line charts more quickly under different circumstances. For example, if some of your readers won't see color differences—perhaps because of color blindness or because of monochrome printing—you can use line patterns to distinguish one ore more lines in a chart. In other cases, you could use step lines to call attention to abrupt changes or intervals between changes in data. For example, let's say you build a chart showing the changing price of postage stamps in the |
amazon-quicksight-user-271 | amazon-quicksight-user.pdf | 271 | want readers to focus on: color, line style, and markers. You can use these options together or separately to help readers understand your line charts more quickly under different circumstances. For example, if some of your readers won't see color differences—perhaps because of color blindness or because of monochrome printing—you can use line patterns to distinguish one ore more lines in a chart. In other cases, you could use step lines to call attention to abrupt changes or intervals between changes in data. For example, let's say you build a chart showing the changing price of postage stamps in the US, and you want to emphasize the amount of increase in price over time. You can use a step line, which remains flat between data points until the next price change occurs. The data story about abrupt increases in price is more clear to the reader with a step line. If you wanted to show a story of gradual change over time, you'd be more likely to style the line with a smooth slope instead. To customize the styling for a visualization 1. Open your analysis, and choose the chart that you want to format. 2. On the top right of the visual you want to format, select Format visual, which is represented by a pencil icon. 3. At left, choose Data series. 4. Choose one of the following options: • Base style – to edit the styling of all lines and markers on the chart • Select series to style – to edit the styling of the field that you choose from the list Different options display depending on how many compatible fields are in the visual. 5. Toggle Line to turn line styling on or off. You can customize the following line options: • The weight or thickness of the line. Formatting 987 Amazon QuickSight User Guide • The style of the line: solid, dashed, or dotted. • The color of the line. • The type of line that it is: Linear, Smooth, or Stepped. 6. Toggle Marker to turn marker styling on or off. You can customize the following marker options: • The weight or thickness of the marker. • The style of the marker: circle, triangle, square, diamond, and so on. • The color of the marker. 7. For Axis, choose whether to display the axis on the left or the right. 8. Your changes are saved automatically. 9. (Optional) To undo customizations, choose one or more of the following options: • To undo one change, click the undo arrow at top left. Repeat as needed. There is also a redo arrow. • To reset the base style for a data series, select Base style and then click Reset to default. • To remove all styling from a data series, listed in Styled series, select a field and then click Remove styling. Missing data on visual types in QuickSight You can customize how missing data points are visualized in your line charts and area charts. You can choose to have your missing data points appear in the following formats: • Broken line: A disjointed line that breaks when a data point is missing. This is the default missing data format. • Continuous line: Displays a continuous line by skipping over the missing data point and connecting the line to the next available data point in the series. To show a continuous line, the Show date gaps box on the X axis pane should be unchecked. • Show as zero: Sets the value of the missing data point to zero. To customize a visual's missing data settings 1. On the analysis page, choose the visual that you want to format. Formatting 988 Amazon QuickSight User Guide 2. Choose the Format visual icon in the upper right corner of the visual to access the Format visual menu. 3. Open the Y axis pane of the format visual menu and navigate to the Missing data section. 4. Select the missing data format that you want. Reference lines on visuals types in QuickSight Reference lines are visual markings in a visual, similar to ruler lines. You typically use a reference line for a value that needs to be displayed with the data. You use the reference line to communicate thresholds or limits in values. The reference line isn't part of the data that's used to build a chart. Instead, it's based on a value that you enter or a field that you identify in the dataset used by a chart. Amazon QuickSight supports reference lines in the following: • Bar charts • Line charts • Combo charts Formatting 989 Amazon QuickSight User Guide You can create, change, and delete reference lines while designing an analysis. You can customize the line pattern, the label font, and the colors for each of |
amazon-quicksight-user-272 | amazon-quicksight-user.pdf | 272 | the data. You use the reference line to communicate thresholds or limits in values. The reference line isn't part of the data that's used to build a chart. Instead, it's based on a value that you enter or a field that you identify in the dataset used by a chart. Amazon QuickSight supports reference lines in the following: • Bar charts • Line charts • Combo charts Formatting 989 Amazon QuickSight User Guide You can create, change, and delete reference lines while designing an analysis. You can customize the line pattern, the label font, and the colors for each of those separately. You can show numeric values as numbers, currency, or percent. You can also customize a value's numerical format in the same way that you can customize a field in the field well. There are two types of reference lines: • A constant line displays at a position that's based on a value that you specify in the format settings. This value doesn't need to relate to any field. You can customize the formatting of the line. • A calculated line displays at a position that's based on a value that is the result of a function. During configuration, you specify which measure (metric) you want to use and which aggregation to apply. These are the same aggregations you can apply to in the field wells. Then, you need to provide an aggregation to apply to the field calculation for the reference line, for example average, minimum, maximum, or percentile. The field needs to be in the dataset used by the chart, although it doesn't need to be displayed in the chart's field wells. Calculated reference lines aren't supported in 100% stacked charts. To add or edit a reference line (console) 1. Open the QuickSight console. 2. Open the analysis that you want to change. 3. Choose the visual that you want to change and open the Properties menu. 4. 5. In the Properties pane that opens, open the Reference lines dropdown, and then choose ADD NEW LINE. The New reference line menu opens. Use this menu to configure your new reference line. The list below describes all reference line properties that can be configured. • Data • Type – The type of reference line that you want to use. Choose one of the following options: • To create a constant line based on a single value that you enter, choose Constant line. • To create a calculated line based on a field, choose Calculated line. Formatting 990 Amazon QuickSight User Guide • Value – (For constant lines only) The value that you want to use. This becomes the location of the line on the visual. It appears immediately, so you can experiment with the setting. • Column – (For calculated lines only) The column that you want to use for the reference line. • Aggregated as (column) – (For calculated lines only) The aggregation that you want to apply to the selected column. • Calculate – (For calculated lines only) The calculation that you want to apply to the aggregation. • Percentile value – (Only if you set Calculate to Percentile) Enter a number from 1 through 100. • Chart type – (For combo charts) Choose Bars or Lines. • Line style • Pattern – The pattern used for the line. Valid options include Dashed, Dotted, and Solid. • Color – The color used for the line. • Label • Type – The type of label to display. Valid options include Value only, Custom text, Custom text and value, No label. If you choose an option that includes custom text, enter the label text that you want to appear on the line. • Enter custom text (text box) – (Only if you set Type to Custom text and value) Choose where to show the value in relation to the label. Valid options are Left or Right. • Position – The position of the label in relation to the line. Valid options include a combination of the following: left, middle, right, above, and below. • Value format – The format to use for the value. Choose one of the following: • Same as value – Uses the formatting that's already selected for this field in the visualization. • Show as – Choose from the available options, for example number, currency, or percent. • Format – Choose from the available formatting options. • Font size – The font size to use for the label text. • Color – The color to use for the label text. 6. Choose Done to save your selections. Formatting 991 Amazon QuickSight To list existing reference lines User Guide 1. Choose the visual that you want to change and open the Properties pane. 2. In the Properties pane, open the Reference lines dropdown, and then |
amazon-quicksight-user-273 | amazon-quicksight-user.pdf | 273 | already selected for this field in the visualization. • Show as – Choose from the available options, for example number, currency, or percent. • Format – Choose from the available formatting options. • Font size – The font size to use for the label text. • Color – The color to use for the label text. 6. Choose Done to save your selections. Formatting 991 Amazon QuickSight To list existing reference lines User Guide 1. Choose the visual that you want to change and open the Properties pane. 2. In the Properties pane, open the Reference lines dropdown, and then choose the ellipsis (three dots) next to the line that you want to change. 3. Choose Edit. 4. The New reference line menu opens. Use this menu to make changes to your reference line. When you are finished, choose Done. To disable a reference line 1. Choose the visual that you want to change and open the Properties pane. 2. In the Properties pane, open the Reference lines dropdown, and then choose the ellipsis (three dots) next to the line that you want to change. 3. Choose Disable. To delete a reference line 1. Choose the visual that you want to change and open the Properties pane. 2. In the Properties pane, open the Reference lines dropdown, and then choose the ellipsis (three dots) next to the line that you want to change. 3. Choose Delete. Formatting radar charts in QuickSight You can customize radar charts in Amazon QuickSight to arrange your data the way that you want. You can customize the series style, start angle, fill area, and grid shape of a radar chart. To set the series style of a radar chart 1. Choose the radar chart visual that you want to change, and choose the Format visual icon on the top right corner of the visual. 2. In the Properties pane on the left, open the Radar chart dropdown list. 3. Under Series style, choose the style that you want. You can choose between the following styles: Formatting 992 Amazon QuickSight User Guide • LINE. When selected, the polygons that are created by the data are outlined. • AREA.When selected, the polygons that are created by the data are filled in. The default selected value is LINE. To choose the start angle of a radar chart 1. Choose the radar chart visual that you want to change, and choose the Format visual icon on the top right corner of the visual. 2. In the Properties pane on the left, open the Radar chart dropdown list. 3. Under Start angle, enter the start angle value that you want. The default value is 90 degrees. To set the fill area of a radar chart 1. Choose the radar chart visual that you want to change, and choose the Format visual icon on the top right corner of the visual. 2. 3. 4. In the Properties pane on the left, open the Axis dropdown list. Select the Fill grid lines check box. (Optional) Select colors for the even and odd numbered grid lines. • Choose the Even color icon that appears, and then choose the color that you want the even numbered grid lines to be. The default color for this value is white. • Choose the Odd color icon that appears, and then choose the color that you want the odd numbered grid lines to be. The default color for this value is white. To choose the grid shape of a radar chart 1. Choose the radar chart visual that you want to change, and choose the Format visual icon on the top right corner of the visual. 2. In the Properties pane on the left, open the Radar chart dropdown list. 3. Under Grid shape, choose the shape that you want the radar chart grid to be. You can choose between a POLYGON and a CIRCLE. Formatting 993 Amazon QuickSight User Guide Range and scale on visual types in QuickSight To change the scale of the values shown on the visual, you can use the Properties pane to set the range for one or both axes of the visual. This option is available for the value axes on bar charts, combo charts, line charts, and scatter plots. By default, the axis range starts at 0 and ends with the highest value for the measure being displayed. For the group-by axis, you can use the data zoom tool on the visual to dynamically adjust the scale. To set the axis range for a visual 1. On the analysis page, choose the visual that you want to format. 2. Choose the control menu at the upper-right corner of the visual, and then choose the cog icon. 3. On the Properties pane, choose X-Axis or Y-Axis, depending on what type of |
amazon-quicksight-user-274 | amazon-quicksight-user.pdf | 274 | bar charts, combo charts, line charts, and scatter plots. By default, the axis range starts at 0 and ends with the highest value for the measure being displayed. For the group-by axis, you can use the data zoom tool on the visual to dynamically adjust the scale. To set the axis range for a visual 1. On the analysis page, choose the visual that you want to format. 2. Choose the control menu at the upper-right corner of the visual, and then choose the cog icon. 3. On the Properties pane, choose X-Axis or Y-Axis, depending on what type of visual you are customizing. This is the X-Axis section for horizontal bar charts, the Y-Axis section for vertical bar charts and line charts, and both axes are available for scatter plots. On combo charts, use Bars and Lines instead. 4. Enter a new name in the box to rename the axis. To revert to the default name, delete your entry. 5. Set the range for the axis by choosing one of the following options: • Choose Auto (starting at 0) to have the range start at 0 and end around the highest value for the measure being displayed. • Choose Auto (based on data range) to have the range start at the lowest value for the measure being displayed and end around the highest value for the measure being displayed. • Choose Custom to have the range start and end at values that you specify. If you choose Custom, enter the start and end values in the fields in that section. Typically, you use integers for the range values. For stacked 100 percent bar charts, use a decimal value to indicate the percentage that you want. For example, if you want the range to be 0– 30 percent instead of 0–100 percent, enter 0 for the start value and .3 for the end value. 6. For Scale, the default is linear scale. To show logarithmic scale, also called log scale, enable the logarithmic option. QuickSight chooses the axis labels to display based on the range of values in that axis. Formatting 994 Amazon QuickSight User Guide • On a linear scale, the axis labels are evenly spaced to show the arithmetical difference between them. The labels display the numbers in sets like {1000, 2000, 3000…} or {0, 50 million, 100 million…}, but not {10 thousand, 1 million, 1 billion…}. Use a linear scale for the following cases: • All the numbers that display on the chart are in the same order of magnitude. • You want the axis labels to be evenly spaced. • The axis values have a similar number of digits, for example 100, 200, 300, and so on. • The rate of change between numbers is relatively slow and steady—in other words, your trend line never approaches becoming vertical. Examples: • Profits in different regions of the same country • Costs incurred for manufacture of an item • On a logarithmic scale, the axis values are spaced to show the orders of magnitude as a way of comparing them. The log scale is often used to display very large ranges of values or percentages, or to show exponential growth. Use logarithmic scale for the following cases: • The numbers that display on the chart aren’t in the same order of magnitude. • You want the axis labels to be flexibly spaced to reflect the wide range of values in that axis. This might mean that the axis values have a different number of digits, for example 10, 100, 1000, and so on. It might also mean that the axis labels are unevenly spaced. • The rate of change between numbers is growing exponentially or is too large to display in a meaningful way. • The customer of your chart understands how to interpret data on a log scale. • The chart displays values that growing faster and faster. Moving given distance on the scale means the number has been multiplied by another number. Examples: • High yield stock prices over a long range of time • Growth of pandemic infection rates 7. To customize the number of values to show on the axis labels, enter in an integer between 1 and 50. Formatting 995 Amazon QuickSight User Guide 8. For combo charts, choose Single Y Axis to synchronize the Y-axes for both bars and lines into a single axis. 9. Close the Properties pane by choosing the X icon in the upper-right corner of the pane. Small multiples axis options You can configure the x and y axes for each individual panel of a small multiples visual. You can group your data along an independent x-axis or an independent y-axis. You can also position the x and y axes inside or outside the chart to improve the |
amazon-quicksight-user-275 | amazon-quicksight-user.pdf | 275 | integer between 1 and 50. Formatting 995 Amazon QuickSight User Guide 8. For combo charts, choose Single Y Axis to synchronize the Y-axes for both bars and lines into a single axis. 9. Close the Properties pane by choosing the X icon in the upper-right corner of the pane. Small multiples axis options You can configure the x and y axes for each individual panel of a small multiples visual. You can group your data along an independent x-axis or an independent y-axis. You can also position the x and y axes inside or outside the chart to improve the readabiilty of your data. For small multiples visuals that use an independent x-axis, only the values that are relevant to each panel are shown on the axis. For example, say you have a small multiples visual that uses one panel to represent each region of the United States. With an independant x-axis, each panel only shows states in the region that the panel represents and hides states that are outside of the panel's region. For small multiples visuals that use an independent y-axis, each panel uses its own y-axis scale that is determined by the rage of the data it contains. By default, data labels appear on the inside of the panel. To configure independent axes for small multiples visuals 1. 2. 3. Select the small multiples visual that you want to change and open the Format visual menu. In the Properties pane that appears, open the Multiples options menu. For X-axis, choose Independent from the dropdown. Or, for Y-axis, choose Independent from the dropdown. You can revert your changes by choosing Shared from the X-axis or Y-axis dropdown menus. You can also configure the label positions of the x and y axes of all panels in a small multiples visual. You can choose to display axis labels inside or outside the panel. To configure the axis label position for small multiples visuals 1. 2. 3. Select the small multiples visual that you want to change and open the Format visual menu. In the Properties pane that appears, open the Multiples options menu. For X-axis labels, choose Inside or Outside from the dropdown. Formatting 996 Amazon QuickSight User Guide Or, for Y-axis labels, choose Inside or Outside from the dropdown. Titles and subtitles on visual types in QuickSight In Amazon QuickSight, you can format visual titles and subtitles to meet your business needs. QuickSight offers rich text formatting for titles and subtitles, and the ability to add hyperlinks and parameters in titles. You can edit titles in the Properties pane, or by double-clicking on a title or subtitle in the visual. Use the following procedure to customize the way the title and subtitle of a visual is displayed. The visual title is shown by default. After subtitles are created, they're also shown by default. 1. Sign in to Amazon QuickSight at https://quicksight.aws.amazon.com/. 2. Open the analysis that you want to update. 3. On the analysis page, choose the visual that you want to format. 4. At the visual's right, choose the Properties icon. 5. 6. In the Properties pane that opens, choose the Display settings tab. To edit the title or subtitle of a visual, choose the paintbrush icon next to Edit title or Edit subtitle. Alternatively, you can choose the eyeball icon next to Edit title or Edit subtitle to hide the title or subtitle, shown in the following image. 7. In the Edit title or Edit subtitle popup that opens, you can use the following options to make the updates that you want: • To enter a custom title or subtitle, enter your title or subtitle text in the editor. Titles can be up to 120 characters long, including spaces. Subtitles can be up to 500 characters long. Formatting 997 Amazon QuickSight User Guide • To change the font type, choose a font type from the list at left. • To change the font size, choose a size from the list at right. • To change the font weight and emphasis, or to underline or strikethrough text, choose the bold, emphasis, underline, or strikethrough icons. • To change the font color, choose the color (Abc) icon, and then pick a color. You can also enter a hexadecimal number or RGB values. • To add an unordered list, choose the unordered list icon. • To change the text alignment, choose the left, center, or right alignment icons. • To add a parameter to a title or subtitle, choose an existing parameter from the list under Parameters at right. For more information about how to create parameters, see Setting up parameters in Amazon QuickSight. • To add a hyperlink, highlight the text that you want to link, choose the hyperlink icon, and then choose from the following options: • For |
amazon-quicksight-user-276 | amazon-quicksight-user.pdf | 276 | pick a color. You can also enter a hexadecimal number or RGB values. • To add an unordered list, choose the unordered list icon. • To change the text alignment, choose the left, center, or right alignment icons. • To add a parameter to a title or subtitle, choose an existing parameter from the list under Parameters at right. For more information about how to create parameters, see Setting up parameters in Amazon QuickSight. • To add a hyperlink, highlight the text that you want to link, choose the hyperlink icon, and then choose from the following options: • For Enter link, enter the URL that you want to link to. Choose the + icon at right to add an existing parameter, function, or computation to the URL. • To edit the display text, enter text for Display text. • To open the hyperlink in the same browser tab as QuickSight, select Same tab. • To open the hyperlink in a new browser tab, select New tab. • To delete the hyperlink, choose the delete icon at bottom left. When finished configuring the hyperlink, choose Save. 8. When you are finished, choose Save. 9. For Alt text, enter the alt text that you want for the visual. 10. When you are finished, close the properties pane. Tooltips on visual types in QuickSight When you hover your cursor over any graphical element in an Amazon QuickSight visual, a tooltip appears with information about that specific element. For example, when you hover your cursor over dates in a line chart, a tooltip appears with information about those dates. By default, the fields in the Fields well determine what information displays in tooltips. Tooltips can display up to 10 fields. Formatting 998 Amazon QuickSight User Guide You can provide your viewers with additional information about data in your visual, customizing what viewers can see. You can even prevent tooltips from appearing when viewers hover a cursor over an element. To do this, you can customize the tooltips for that visual. Customizing tooltips in a visual Use the following procedure to customize tooltips in a visual. To customize tooltips in a visual 1. On the analysis page, choose the visual that you want to format. 2. On the menu in the upper-right corner of the visual, choose the Format visual icon. 3. 4. In the Properties pane that opens, choose Tooltip. For Type, choose Detailed tooltip. A new set of options appear, as shown following. Formatting 999 Amazon QuickSight User Guide To show or hide titles in a tooltip • Choose Use primary value as title. Clearing the option hides titles in the tooltip. Selecting the option shows the primary field value as the title in the tooltip. To show or hide aggregations for fields in the tooltip • Choose Show aggregations. Formatting 1000 Amazon QuickSight User Guide Clearing the option hides the aggregation for fields in the tooltip. Selecting the option shows the aggregation for fields in the tooltip. To add a field to the tooltip 1. Choose Add field. 2. In the Add field to tooltip page that opens, choose Select field and then select a field from the list. You can add up to 10 fields to tooltips. 3. 4. (Optional) For Label, enter a label for the field. This option creates a custom label for the field in the tooltip. (Optional) Depending on whether you add a dimension or a measure, choose how you want the aggregation to display in the tooltip. If you don't select an option, QuickSight uses the default aggregation. If you add a measure to the tooltip, you can select how you want the field to be aggregated. To do so, choose Select aggregation, and then select an aggregation from the list. For more information about the types of aggregations in QuickSight, see Changing field aggregation. 5. Choose Save. A new field is added to the list of fields in your tooltip. To remove a field from the tooltip • Under the Fields list, select the field menu for the field that you want to remove (the three dots) and choose Hide. To rearrange the order of the fields in the tooltip • Under the Fields list, select the field menu for a field (the three dots) and choose either Move up or Move down. Formatting 1001 Amazon QuickSight User Guide To customize the label for a field in the tooltip 1. 2. Select the field menu for the field that you want to customize (the three dots) and choose Edit. In the Edit tooltip field page that opens, for Label, enter the label that you want to appear in the tooltip. 3. Choose Save. Hiding tooltips in a visual If you don't want tooltips to appear when you hover your cursor over data in a |
amazon-quicksight-user-277 | amazon-quicksight-user.pdf | 277 | list, select the field menu for a field (the three dots) and choose either Move up or Move down. Formatting 1001 Amazon QuickSight User Guide To customize the label for a field in the tooltip 1. 2. Select the field menu for the field that you want to customize (the three dots) and choose Edit. In the Edit tooltip field page that opens, for Label, enter the label that you want to appear in the tooltip. 3. Choose Save. Hiding tooltips in a visual If you don't want tooltips to appear when you hover your cursor over data in a visual, you can hide them. To hide tooltips in a visual 1. On the analysis page, choose the visual that you want to format. 2. On the menu in the upper-right corner of the visual, choose the Format visual icon. 3. In the Properties pane that opens, choose Tooltip. 4. Choose Show tooltip. Clearing the option hides tooltips for the visual. Selecting the option shows them. Customizing data presentation To gain further insight into your data when creating visuals (charts) in an Amazon QuickSight analysis, you can sort and filter data in a visual. You can also change the granularity of date fields, data type, role, and format of fields in a visual. Topics • Changing fields used by a visual in Amazon QuickSight • Sorting visual data in Amazon QuickSight Changing fields used by a visual in Amazon QuickSight You can add or modify fields for a visual by using the Fields list pane, the field wells, or the on- visual editors or drop targets on the visual. Customizing data presentation 1002 Amazon QuickSight User Guide The field wells, on-visual editors, and drop targets available for a specific visual depends on the visual type selected. For details, see the appropriate visual type topic in the Visual types in Amazon QuickSight section. Important You can also change the data type and format of numeric fields by using field wells and on-visual editors. If you change a field in this way, it changes for the selected visual only. For more information about changing numeric field data types and formats, see Changing fields used by a visual in Amazon QuickSight. Use the following topics to learn more about adding, removing, and modifying fields on a visual. Topics • Using visual field controls • Adding or removing a field • Changing the field associated with a visual element • Changing field aggregation • Changing date field granularity • Customizing a field format Using visual field controls You can edit the fields used by a visual with user interface (UI) controls. You can use these controls as follows: • Create a visual and assign fields to different elements on it by selecting fields in the Fields list pane, or dragging fields to field wells or drop targets. • Change the field associated with a visual element by dragging a field to a drop target or field well, or selecting a different field in a field well or on-visual editor. • Change field aggregation or date granularity by using the field wells or the on-visual editors. The field wells, on-visual editors, and drop targets available on a specific visual depends on the visual type selected. Customizing data presentation 1003 Amazon QuickSight User Guide Dragging fields to drop targets or field wells When you drag a field to either a drop target or field well, Amazon QuickSight provides you with information about whether the target element expects a measure or a dimension. Amazon QuickSight also provides you with information about whether that element is available for field assignment. For example, when you drag a measure to the value drop target on a new single-measure line chart, you see the drop target color-coded green. That green color coding indicates that the drop target expects a measure. The drag label indicates that the target is available to add a field. When you drag a dimension to the x-axis or color drop target on a new line chart, you see a label color-coded blue. That blue color coding indicates that the drop target expects a dimension. The drag label indicates that the target is available to add a field. Customizing data presentation 1004 Amazon QuickSight User Guide You can also drag a measure or dimension to a drop target on a line chart where the element is already associated with a field. In this case, the drag label indicates that you are replacing the field currently associated with the drop target. Adding or removing a field You can add a field to a visual by choosing it on the Fields list pane. You can also drag it to a drop target on the visual or to a field well. There is a 1:1 correspondence of drop targets to field |
amazon-quicksight-user-278 | amazon-quicksight-user.pdf | 278 | Customizing data presentation 1004 Amazon QuickSight User Guide You can also drag a measure or dimension to a drop target on a line chart where the element is already associated with a field. In this case, the drag label indicates that you are replacing the field currently associated with the drop target. Adding or removing a field You can add a field to a visual by choosing it on the Fields list pane. You can also drag it to a drop target on the visual or to a field well. There is a 1:1 correspondence of drop targets to field wells for each visual type, so you can use either method. On some charts, the Axis title field is hidden when there are two or more fields in the Value field on any side of the chart. This effect can happen with the following charts: • Bar charts • Line charts • Box plots • Combo charts Customizing data presentation 1005 Amazon QuickSight • Waterfall charts User Guide To remove a field from a visual, clear selection from it in the Fields list pane. Or choose an on- visual editor or field well that uses that field, and then choose Remove from the context (right- click) menu. Adding a field by selecting it in the fields list pane You can also let Amazon QuickSight map the field to the most appropriate visual element. To do so, choose the field in the Fields list pane. Amazon QuickSight adds the field to the visual by populating the first empty field well that corresponds with that field type (either measure or dimension). If all of the visual elements are already populated, Amazon QuickSight determines the most appropriate field well and replaces the field in it with the field you selected. Adding a field by using a drop target To add a field to a visual by using a drop target, first choose a field in the Fields list pane. Then drag the field to your chosen drop target on the visual, making sure the drop indicator shows that the field is being added. Adding a field by using a field well To add a field to a visual by using a field well, choose a field in the Fields list pane. Then drag the field to the target field well, making sure that the drop indicator shows that the field is being added. 1. Drag a field item into a Field well. 2. Drag the field that you want to add from the Fields list pane to the appropriate field well. Note You can add the same value to the same visual multiple times. You can do so to show the same value with different aggregations or table calculations applied. By default, the fields all display the same label. You can edit the names by using the Properties panel, which you open by choosing the V-shaped icon at top right. Customizing data presentation 1006 Amazon QuickSight User Guide Changing the field associated with a visual element You can change the field assigned to an element in a visual by using the field wells, drop targets, or the on-visual editors on the visual. For pivot tables, use field wells or drop targets because this visual type doesn't provide on-visual editors. Change a field mapping by using an on-visual editor Use the following procedure to modify the mapping of a field to a visual element. To modify the mapping of a field by using an on-visual editor 1. On the visual, choose the on-visual editor for the visual element for which you want to change the field. 2. On the on-visual editor menu, choose the field that you want to associate with that visual element. Changing a field mapping by using a drop target To modify the mapping of a field to a visual element by using a drop target, choose a field in the Fields list pane. Then drag the field to a drop target on the visual, making sure that the drop indicator shows that the field is being replaced. Changing a field mapping by using a field well Use the following procedure to modify the mapping of a field to a visual element. To modify the mapping of a field by using a field well 1. Drag a field item into a Field well. 2. Choose the field well that represents the element that you want to remap, and then choose a new field from the menu that appears. Customizing data presentation 1007 Amazon QuickSight User Guide Changing field aggregation You can apply functions to fields to display aggregate information, like the sum of the sales for a given product. You can apply an aggregate function by using the options in either an on-visual editor or a field well. The following aggregate |
amazon-quicksight-user-279 | amazon-quicksight-user.pdf | 279 | element. To modify the mapping of a field by using a field well 1. Drag a field item into a Field well. 2. Choose the field well that represents the element that you want to remap, and then choose a new field from the menu that appears. Customizing data presentation 1007 Amazon QuickSight User Guide Changing field aggregation You can apply functions to fields to display aggregate information, like the sum of the sales for a given product. You can apply an aggregate function by using the options in either an on-visual editor or a field well. The following aggregate functions are available in Amazon QuickSight: • Average – Calculates the average value for the selected field. • Count – Provides a count of the number of records containing the selected measure for a given dimension. An example is a count of Order ID by State. • Distinct Count – Provides a count of how many different values are in the selected measure, for the selected dimension or dimensions. An example is a count of Product by Region. A simple Customizing data presentation 1008 Amazon QuickSight User Guide count can show how many products are sold for each region. A distinct count can show how many different products are sold for each region. You might have sold 2,000 items, but only two different types of items. • Max – Calculates the maximum value for the selected field. • Min – Calculates the minimum value for the selected field. • Median – Calculates the median value of the specified measure, grouped by the chosen dimension or dimensions. • Sum – Totals all of the values for the selected field. • Standard Deviation – Calculates the standard deviation of the set of numbers in the specified measure, grouped by the chosen dimension or dimensions, based on a sample or on a biased population. • Variance – Calculates the variance of the set of numbers in the specified measure, grouped by the chosen dimension or dimensions, based on a sample or on a biased population. • Percentile – Computes the nth percentile of the specified measure, grouped by the chosen dimension or dimensions. All aggregate functions can be applied to numeric fields. Count is automatically applied to a dimension if you choose to use it in a field well that expects a measure. If you have used a dimension in that way, you can also change the aggregate function applied to it. You can't apply aggregate functions to fields in dimension field wells. The visual elements that support aggregated fields varies by visual type. Changing or adding aggregation on a field by using an on-visual editor Use the following procedure to change or add aggregation on a field. To change or add aggregation on a field 1. On the visual, choose the on-visual editor for the field that you want to apply aggregation to. 2. On the on-visual editor menu, choose Aggregate, then choose the aggregate function that you want to apply. Customizing data presentation 1009 Amazon QuickSight User Guide Changing or adding aggregation to a field by using a field well Use the following procedure to add aggregation to a field for a pivot table visual. To add aggregation to a field for a pivot table visual 1. Drag a field item into a Field well. 2. Choose the field well containing the field that you want to apply an aggregate function to. 3. On the field well menu, choose Aggregate, then choose the aggregate function that you want to apply. Customizing data presentation 1010 Amazon QuickSight User Guide Changing date field granularity You can change the granularity for a date field on a visual to determine the intervals for which item values are shown. You can set the date field granularity to one of the following values: • Year • Quarter • Month • Week • Day (this is the default) • Hour • Minute • Second Customizing data presentation 1011 Amazon QuickSight User Guide Hour and minute are available only if the field contains time data. Changing date field granularity by using an on-visual editor Use the following procedure to change date field granularity by using an on-visual editor. To change date field granularity with an on-visual editor 1. On the visual, choose the field well for the date field whose granularity you want to change. 2. On the field well menu, choose Aggregate, then choose the time interval that you want to apply, as shown following: Changing date field granularity by using a field well Use the following procedure to change date field granularity by using a field well. To change date field granularity with a field well 1. Drag a field item into a Field well. 2. Choose the field well containing the date field, and then choose |
amazon-quicksight-user-280 | amazon-quicksight-user.pdf | 280 | change date field granularity with an on-visual editor 1. On the visual, choose the field well for the date field whose granularity you want to change. 2. On the field well menu, choose Aggregate, then choose the time interval that you want to apply, as shown following: Changing date field granularity by using a field well Use the following procedure to change date field granularity by using a field well. To change date field granularity with a field well 1. Drag a field item into a Field well. 2. Choose the field well containing the date field, and then choose Aggregate. Choose the date granularity that you want to use. Customizing a field format Use the following procedure to customize the appearance of fields in an analysis. To customize the appearance of fields in an analysis 1. In an analysis, choose a field to format, either by choosing it in the field well or in the Fields list of the Visualize pane. Customizing data presentation 1012 Amazon QuickSight User Guide 2. Choose Show as to change how the field shows in the analysis, and choose from the options on the context menu. The list of available options varies based on the field's data type. If you choose a non-numeric field from the fields list, you can change the count format, which is the formatting used when the field is counted. 3. Choose Format to change the format of the field, and choose from the options on the context menu. If you don't see an option that you want to use, choose More formatting options from the context menu. The Format Data pane opens, presenting options for the type of numeric or date field you chose. The following screenshots show the Format Data pane. Customizing data presentation 1013 Amazon QuickSight User Guide The options for Show as from the context menu now appear in the drop-down list at the top of the Format Data pane. The rest of the options are specific to the data type and how you choose to show the field. Customizing data presentation 1014 Amazon QuickSight User Guide For date and time data, the default format pattern is YYYY-MM-DDTHH:mm:ssZZ, for example 2016-09-22T17:00:00-07:00. For numbers, you can choose from the following units to display after the number: • No unit suffix. This is the default. • Thousands (K) • Millions (M) • Billions (B) • Trillions (T) • A custom unit prefix or suffix For currency, you can choose from the following symbols: • Dollars ($) • Euros (€) • Pounds (£) • Yen (¥) Changing a field format You can change the format of a field within the context of an analysis. The formatting options available for fields vary based on the field's data type. Use menu options in the Field list pane or the visual field wells to make simple format changes, or use the Format data pane to make more extensive formatting changes. Topics • Format a currency field • Format a date field • Format a number field • Format a percent field • Format a text field • Return a field's format to default settings Customizing data presentation 1015 Amazon QuickSight Format a currency field User Guide When you format a currency field, you can either choose the currency symbol from a list of common options, or open the Format data pane and manually format the field. Manually formatting the field allows you to choose which symbol to use, which separators to use, the number of decimal places to show, which units to use, and how to display negative numbers. Changing a field format changes it for all visuals in the analysis, but does not change it in the underlying dataset. If you want to choose the symbol for a currency field from a list of common options, you can access such a list in several ways. You can access it from the Field list pane, an on-visual editor, or a visual field well. To select a currency field's symbol by choosing a list option 1. Choose one of the following options: • In the Field list pane, choose the selector icon to the right of the number field that you want to format. • On any visual that contains an on-visual editor associated with the currency field that you want to format, choose that on-visual editor. Expand the Field wells pane, and then choose the field well associated with the number field that you want to change. 2. Choose Format, and then choose the currency field that you want: • Display in dollars ($). • Display in pounds (£). • Display in euros (€). • Display in yen or yuan (¥). To manually change a currency field's format 1. Choose one of the following options: • In the Field list pane, choose |
amazon-quicksight-user-281 | amazon-quicksight-user.pdf | 281 | format. • On any visual that contains an on-visual editor associated with the currency field that you want to format, choose that on-visual editor. Expand the Field wells pane, and then choose the field well associated with the number field that you want to change. 2. Choose Format, and then choose the currency field that you want: • Display in dollars ($). • Display in pounds (£). • Display in euros (€). • Display in yen or yuan (¥). To manually change a currency field's format 1. Choose one of the following options: • In the Field list pane, choose the selector icon to the right of the number field that you want to format. Customizing data presentation 1016 Amazon QuickSight User Guide • On any visual that contains an on-visual editor associated with the number field that you want to format, choose that on-visual editor. Expand the Field wells pane, and then choose the field well associated with the number field that you want to change. 2. Choose Format, and then choose More Formatting Options. The Format data pane opens. 3. Expand the Symbol section and choose from the following options: • Display in dollars ($). This is the default. • Display in pounds (£). • Display in euros (€). • Display in yen or yuan (¥). 4. Expand the Separators section and choose from the following options: • Under Decimal, choose a dot or a comma for the decimal separator. A dot is the default. If you choose a comma instead, use a dot or a space as the thousands separator. • Under Thousands, select or clear Enabled to indicate whether you want to use a thousands separator. Enabled is selected by default. • If you are using a thousands separator, choose whether to use a comma, dot, or space for the separator. A comma is the default. If you choose a dot instead, use a comma as the decimal separator. 5. Expand the Decimal Places section and choose the number of decimal places to use. The default is 2. Field values are rounded to the decimal places specified. For example, if you specify two decimal places, the value 6.728 is rounded to 6.73. 6. Expand the Units section and choose from the following options: • Choose the unit to use. Choosing a unit adds the appropriate suffix to the number value. For example, if you choose Thousands, a field value of 1234 displays as 1.234K. The unit options are as follows: • No unit suffix. This is the default. • Thousands (K) • Millions (M) • Billions (B) • Trillions (T) Customizing data presentation 1017 Amazon QuickSight User Guide • If you want to use a custom prefix or suffix, specify it in the Prefix or Suffix box. Using a custom suffix is a good way to specify a currency suffix outside of those already offered by Amazon QuickSight. You can specify both. You can also specify a custom prefix in addition to the suffix added by selecting a unit. 7. 8. Expand the Negatives section and choose whether to display a negative value by using a minus sign or by enclosing it in parentheses. Using a minus sign is the default. Expand the Null values section and choose whether to display null values as null or as a custom value. Using null is the default. Note When using a table or pivot table, null values only display for fields that are placed in the Rows, Columns, or Group by field wells. Null values for fields in the Values field well appear empty in the table or pivot table. Format a date field When you format a date field, you can choose a list of common formatting options. Or you can open the Format data pane to choose from a list of common formats, or specify custom formatting for the date and time values. Changing a field format changes it for all visuals in the analysis that use that dataset, but does not change it in the dataset itself. If you want to format a date field by choosing from a list of common options, you can access such a list in several ways. You can access it from the Field list pane, a visual on-visual editor, or a visual field well. To change a date field's format by choosing a list option 1. Choose one of the following options: • In the Field list pane, choose the selector icon to the right of the number field that you want to format. • On any visual that contains an on-visual editor associated with the number field that you want to format, choose that on-visual editor. Expand the Field wells pane, and then choose the field well associated with the number field that you want to change. Customizing |
amazon-quicksight-user-282 | amazon-quicksight-user.pdf | 282 | it from the Field list pane, a visual on-visual editor, or a visual field well. To change a date field's format by choosing a list option 1. Choose one of the following options: • In the Field list pane, choose the selector icon to the right of the number field that you want to format. • On any visual that contains an on-visual editor associated with the number field that you want to format, choose that on-visual editor. Expand the Field wells pane, and then choose the field well associated with the number field that you want to change. Customizing data presentation 1018 Amazon QuickSight User Guide 2. Choose Format, and then choose the format that you want. The following quick formatting options are offered for date fields: • Show the month, day, year, and time. • Show the month, day, and year. • Show the month and year. • Show the year. To manually change a date field's format 1. Choose one of the following options: • In the Field list pane, choose the selector icon to the right of the number field that you want to format. • On any visual that contains an on-visual editor associated with the number field that you want to format, choose that on-visual editor. Expand the Field wells pane, and then choose the field well associated with the number field that you want to change. 2. Choose Format, and then choose More Formatting Options. The Format data pane opens. 3. 4. Expand the Date section. Choose an existing date format, or choose Custom and specify a format pattern in the Custom section lower down in the Format data pane. If you choose Custom for the Date section, you must also choose Custom for the following Time section. The pattern that you specify in the Custom section must include any date and time formatting that you want. The default selection is Custom, with a default format pattern of MMM D, YYYY h:mma, for example Sep 20, 2022 5:30pm. Expand the Time section. Choose an existing time format, or choose Custom and specify a format pattern in the Custom section lower down in the Format data pane. If you choose Custom for the Time section, you must also choose Custom for the preceding Date section. The pattern that you specify in the Custom section must include any date and time formatting that you want. The default selection is Custom, with a default format pattern of MMM D, YYYY h:mma, for example Sep 20, 2022 5:30pm. Customizing data presentation 1019 Amazon QuickSight User Guide 5. If you chose Custom in the Date and Time sections, expand the Custom section and specify the format pattern that you want, using the format pattern syntax specified in Moment.js Display Format in the Moment.js JavaScript documentation. Note The time zone related display token Z from the Moment.js library is supported in QuickSight, but the z token is not. If you chose something other than Custom in the Date and Time sections, Custom is populated with the format pattern that reflects your selections. For example, if you chose Jun 21, 2016 in the Date section and 17:00:00pm in the Time section, the Custom section shows the format pattern MMM D, YYYY H:mm:ssa. 6. 7. (Optional) Expand the Custom section and use Preview to verify your specified format. Expand the Null values section and choose whether to display null values as null or as a custom value. Using null is the default. Customizing date formats in Amazon QuickSight In Amazon QuickSight, you can customize how dates are formatted in your filter and parameter controls. For example, you can specify to format the date in a control as 20-09-2021, or, if you'd rather, as 09-20-2021. You can also specify to shorten the month in your dates (such as September) to three letters (Sep), among other customizations. Following is a list of tokens you can use to create custom date formats. You can use them in combination with one another to control how dates appear in your controls. List of supported tokens for formatting dates Use the following tokens to customize the format of dates in QuickSight. Example Description Token 0–6 Numeric representation of a particular day of the week. 0 d is Sunday and 6 is Saturday. Customizing data presentation 1020 Amazon QuickSight User Guide Example Description Token Mo–Su Mon–Sun A 2-character textual representation of a particular dd day of the week. A 3-character textual representation of a particular ddd day of the week. Monday–Sunday A textual representation of a particular day of the week. dddd 99 or 21 1999 or 2021 1–12 1st, 2nd, to 12th 01–12 Jan–Dec A 2-digit representation of a year. YY A full, 4-digit numeric representation of a year. YYYY Number of a month, without leading zeros. |
amazon-quicksight-user-283 | amazon-quicksight-user.pdf | 283 | of a particular day of the week. 0 d is Sunday and 6 is Saturday. Customizing data presentation 1020 Amazon QuickSight User Guide Example Description Token Mo–Su Mon–Sun A 2-character textual representation of a particular dd day of the week. A 3-character textual representation of a particular ddd day of the week. Monday–Sunday A textual representation of a particular day of the week. dddd 99 or 21 1999 or 2021 1–12 1st, 2nd, to 12th 01–12 Jan–Dec A 2-digit representation of a year. YY A full, 4-digit numeric representation of a year. YYYY Number of a month, without leading zeros. M Number of a month without leading zeros and with an ordinal suffix. Number of a month with leading zeros. Mo MM A 3-digit textual represent ation of a month. MMM Customizing data presentation 1021 Amazon QuickSight User Guide Example Description January–December A full textual representation of a month. Token MMMM 1–4 1st–4th 1–31 1st, 2nd, to 31st 01–31 1–365 001–365 1–53 A numeric representation of a quarter. Q A numeric representation of a quarter with an ordinal suffix. Qo Day of the month without leading zeros. Day of the month without leading zeros and an ordinal suffix. A 2-digit day of the month with leading zeros. D Do DD Day of the year without leading zeros. DDD Day of the year with leading zeros. DDDD Week of the year without leading zeros. w Customizing data presentation 1022 Amazon QuickSight Example 1st–53rd User Guide Description Token The week of the year without leading zeros and with an wo ordinal suffix. 01–53rd Week of the year with leading zeros. ww 1–23 01–23 1–12 01–12 0–59 00–59 0–59 00–59 Hours, in 24-hour format, without leading zeros. Hours, in 24-hour format, with leading zeros. Hours, in 12-hour format, without leading zeros. Hours, in 12-hour format, with leading zeros. Minutes without leading zeros. H HH h hh m Minutes with leading zeros. mm Seconds without leading zeros. s Seconds with leading zeros. ss am or pm am/pm a Customizing data presentation 1023 Amazon QuickSight User Guide Example Description Token AM or PM AM/PM 1632184215 Unix timestamp. 1632184215000 Millisecond Unix timestamp. Z Zero UTC offset. A X x Z The following date types are not supported. • Time zones offset with a colon. For example, +07:00. • Time zones offset without a colon. For example, +0730. Preset date formats To quickly customize dates and times to appear as one of the following example formats, you can use the following QuickSight preset tokens. Example 8:30 PM 8:30:25 PM August 2 1985 Aug 2 1985 August 2 1985 08:30 PM Token LT LTS LL ll LLL Customizing data presentation 1024 User Guide Amazon QuickSight Example Aug 2 1985 08:30 PM Thursday, August 2 1985 08:30 PM Thu, Aug 2 1985 08:30 PM Common date formats Token lll LLLL llll Following are three common date examples and their associated token formats for your quick reference. Example Token Format Sep 20, 2021 MMM DD, YYYY 20-09-21 5pm DD-MM-YY ha Monday, September 20, 2021 17:30:15 dddd, MMMM DD, YYYY HH:mm:ss Adding words to dates To include words in your date formats, such as the word "of" in 20th of Sep, 2021, enter backslashes (\) before each character in the word. For example, for the 20th of Sep, 2021 date example, use the following token format: Do \o\f MMM, YYYY. Example: Customizing the date format in a filter control Use the following procedure to learn how to use date token formats to customize dates for a filter control. To learn to customize dates for a filter control with data tokens 1. In a QuickSight analysis, choose the filter control that you want to customize. 2. On the filter control, choose the Edit control icon. Customizing data presentation 1025 Amazon QuickSight User Guide 3. On the Edit control page that opens, for Date format, enter the custom date format that you want. Use the tokens listed previously in this topic. For example, let's say that you want to customize your dates using the following format: Sep 3rd, 2020 at 5pm. To do so, you can enter the following token format: MMM Do, YYYY \a\t ha A preview of the date format appears below the input field as you enter each token. 4. Choose Apply. The dates in the control update to the format you specified. Format a number field When you format a number field, you can choose the decimal place and thousand separator format from a list of common options. Or you can open the Format Data pane and manually format the field. Manually formatting the field enables you to choose which separators to use and the number of decimal places to show. It also enables you to choose which units to use, and how to display negative numbers. Changing a |
amazon-quicksight-user-284 | amazon-quicksight-user.pdf | 284 | below the input field as you enter each token. 4. Choose Apply. The dates in the control update to the format you specified. Format a number field When you format a number field, you can choose the decimal place and thousand separator format from a list of common options. Or you can open the Format Data pane and manually format the field. Manually formatting the field enables you to choose which separators to use and the number of decimal places to show. It also enables you to choose which units to use, and how to display negative numbers. Changing a field format changes it for all visuals in the analysis, but does not change it in the underlying dataset. If you want to format a number field by choosing from a list of common options, you can access such a list from the Field list pane, an on-visual editor, or a visual field well. To change a number field's format by choosing a list option: • Choose one of the following options: • In the Field list pane, choose the selector icon to the right of the number field that you want to format. • On any visual that contains an on-visual editor associated with the number field that you want to format, choose that on-visual editor. Expand the Field wells pane, and then choose the field well associated with the number field that you want to change. • Choose Format, and then choose the format that you want. The following quick formatting options are offered for number fields: • Use commas to separate groups of thousands and use a decimal point to show the fractional part of the number, for example 1,234.56. Customizing data presentation 1026 Amazon QuickSight User Guide • Use a decimal point to show the fractional part of the number, for example 1234.56. • Show the number as an integer and use commas to separate groups of thousands, for example 1,234. • Show the number as an integer, for example 1234. To manually change a number field's format: 1. Choose one of the following options: • In the Field list pane, choose the selector icon to the right of the number field that you want to format. • On any visual that contains an on-visual editor associated with the number field that you want to format, choose that on-visual editor. Expand the Field wells pane, and then choose the field well associated with the number field that you want to change. 2. Choose Format, and then choose More Formatting Options. The Format data pane opens. 3. Expand the Separators section and choose from the following options: • Under Decimal, choose a dot or a comma for the decimal separator. A dot is the default. If you choose a comma instead, use a dot or a space as the thousands separator. • Under Thousands, select or clear Enabled to indicate whether you want to use a thousands separator. Enabled is selected by default. • If you are using a thousands separator, choose whether to use a comma, dot, or space for the separator. A comma is the default. If you choose a dot instead, use a comma as the decimal separator. 4. Expand the Decimal Places section and choose from the following options: • Choose Auto to have Amazon QuickSight automatically determine the appropriate number of decimal places, or choose Custom to specify a number of decimal places. Auto is the default. • If you chose Custom, enter the number of decimal places to use. Field values are rounded to the decimal places specified. For example, if you specify two decimal places, the value 6.728 is rounded to 6.73. 5. Expand the Units section and choose from the following options: • Choose the unit to use. Choosing a unit adds the appropriate suffix to the number value. For example, if you choose Thousands, a field value of 1234 displays as 1.234K. Customizing data presentation 1027 Amazon QuickSight User Guide The unit options are as follows: • No unit suffix. This is the default. • Thousands (K) • Millions (M) • Billions (B) • Trillions (T) • If you want to use a custom prefix or suffix, specify it in the Prefix or Suffix box. You can specify both. You can also specify a custom prefix in addition to the suffix added by selecting a unit. 6. Expand the Negatives section and choose whether to display a negative value by using a minus sign or by enclosing it in parentheses. Using a minus sign is the default. 7. Expand the Null values section and choose whether to display null values as null or as a custom value. Using null is the default. Note When using a table or pivot table, null values only display for fields that are |
amazon-quicksight-user-285 | amazon-quicksight-user.pdf | 285 | it in the Prefix or Suffix box. You can specify both. You can also specify a custom prefix in addition to the suffix added by selecting a unit. 6. Expand the Negatives section and choose whether to display a negative value by using a minus sign or by enclosing it in parentheses. Using a minus sign is the default. 7. Expand the Null values section and choose whether to display null values as null or as a custom value. Using null is the default. Note When using a table or pivot table, null values only display for fields that are placed in the Rows, Columns, or Group by field wells. Null values for fields in the Values field well appear empty in the table or pivot table. Format a percent field When you format a percent field, you can choose the number of decimal places from a list of common options. Or you can open the Format data pane and manually format the field. Manually formatting the field enables you to choose which separators to use. It also enables you to choose the number of decimal places to show and how to display negative numbers. Changing a field format changes it for all visuals in the analysis, but does not change it in the underlying dataset. If you want to choose the number of decimal places for a percent field from a list of common options, you can access such a list in several ways. You can access it from the Field list pane, an on- visual editor, or a visual field well. Customizing data presentation 1028 Amazon QuickSight User Guide To change a percent field's number of decimal places by choosing a list option 1. Choose one of the following options: • In the Field list pane, choose the selector icon to the right of the number field that you want to format. • On any visual that contains an on-visual editor associated with the percent field that you want to format, choose that on-visual editor. Expand the Field wells pane, and then choose the field well associated with the number field that you want to change. 2. Choose Format, and then choose the number of decimal places that you want. The following quick formats are offered for percent fields: • Display the value with two decimal places. • Display the value with one decimal place. • Display the value with no decimal places. To manually change a percent field's format 1. Choose one of the following options: • In the Field list pane, choose the selector icon to the right of the number field that you want to format. • On any visual that contains an on-visual editor associated with the number field that you want to format, choose that on-visual editor. Expand the Field wells pane, and then choose the field well associated with the number field that you want to change. 2. Choose Format, and then choose More Formatting Options. The Format data pane opens. 3. Expand the Separators section and choose from the following options: • Under Decimal, choose a dot or a comma for the decimal separator. A dot is the default. If you choose a comma instead, use a dot or a space as the thousands separator. • Under Thousands, select or clear Enabled to indicate whether you want to use a thousands separator. Enabled is selected by default. • If you are using a thousands separator, choose whether to use a comma, dot, or space for the separator. A comma is the default. If you choose a dot instead, use a comma as the decimal separator. Customizing data presentation 1029 Amazon QuickSight User Guide 4. Expand the Decimal Places section and choose from the following options: • Choose Auto to have Amazon QuickSight automatically determine the appropriate number of decimal places, or choose Custom to specify a number of decimal places. Auto is the default. • If you chose Custom, enter the number of decimal places to use. Field values are rounded to the decimal places specified. For example, if you specify two decimal places, the value 6.728 is rounded to 6.73. 5. 6. Expand the Negatives section and choose whether to display a negative value by using a minus sign or by enclosing it in parentheses. Using a minus sign is the default. Expand the Null values section and choose whether to display null values as null or as a custom value. Using null is the default. Note When using a table or pivot table, null values only display for fields that are placed in the Rows, Columns, or Group by field wells. Null values for fields in the Values field well appear empty in the table or pivot table. Format a text field When you format a text field, you |
amazon-quicksight-user-286 | amazon-quicksight-user.pdf | 286 | display a negative value by using a minus sign or by enclosing it in parentheses. Using a minus sign is the default. Expand the Null values section and choose whether to display null values as null or as a custom value. Using null is the default. Note When using a table or pivot table, null values only display for fields that are placed in the Rows, Columns, or Group by field wells. Null values for fields in the Values field well appear empty in the table or pivot table. Format a text field When you format a text field, you can choose how to display null values using the Field list pane, an on-visual editor, or a visual field well. To choose how to display a text field's null values 1. Choose one of the following options: • In the Field list pane, choose the selector icon to the right of the number field that you want to format. • On any visual that contains an on-visual editor associated with the percent field that you want to format, choose that on-visual editor. Expand the Field wells pane, and then choose the field well associated with the number field that you want to change. 2. Choose Format, and then choose More Formatting Options. The Format data pane opens. Customizing data presentation 1030 Amazon QuickSight User Guide 3. Expand the Null values section and choose whether to display null values as null or as a custom value. Using null is the default. Return a field's format to default settings Use the following procedure to return a field's format to the default settings. To return a field's format to the default settings 1. In the Field list pane, choose the selector icon to the right of the field that you want to reset. 2. Choose Format, and then choose More Formatting options. The Format data pane opens. 3. Choose Reset to defaults. Sorting visual data in Amazon QuickSight You can sort data using multiple methods for most visual types. You can choose the sort order of on-visual data by using the quick sort option or field wells. You can also use field wells to sort data by an off-visual metric. The visual element you can sort by depends on the visual type and whether sorting is supported for that visual. For more information on which visual types support sorting, see Analytics formatting per type in QuickSight. Pivot tables behave differently than tables when sorting values. For more information about sorting pivot tables, see Sorting pivot tables in Amazon QuickSight. For SPICE datasets, you can sort text strings of sizes up to the following limitations: • Up to two million (2,000,000) unique values • Up to 16 columns When you exceed the limitations, the visual displays a notification at the upper right. You can sort any visual type that supports sorting. If a visual type supports sorting, you can sort by using either the quick sort option or a field well. To quickly sort dimensions and measures • Do one of the following: Customizing data presentation 1031 Amazon QuickSight User Guide • Choose the sort icon that appears near the field name on either axis. In direct queries, this icon appears for any data type. For SPICE, this icon is available only for datetime, numeric, and decimal data types. • Choose the field name and then choose the sort option from the menu. If the label doesn't display on the axis, check the visual format to see if the axis is set to display labels. The display labels are automatically hidden on smaller visuals. You might need to make the visual large enough to display labels. Customizing data presentation 1032 Amazon QuickSight User Guide To sort by using an off-visual metric 1. Open the analysis with the visual that you want to sort. Visuals pane will be open by default. 2. Choose a field well that supports sorting, then choose Sort by, Sort options. 3. On the Sort options pane, sort by specific fields, choose an aggregation, or sort ascending or descending, or do a combination of these. 4. Choose Apply to save your changes. Or choose Clear to start over or Cancel to go back. To sort by using a field well 1. Open the analysis with the visual that you want to sort. Visuals pane will be open by default. 2. Choose a field well that supports sorting. Customizing data presentation 1033 Amazon QuickSight User Guide 3. On the field well menu, choose Sort, and then choose the ascending or descending sort order icon. Using themes in Amazon QuickSight In Amazon QuickSight, a theme is a collection of settings that you can apply to multiple analyses and dashboards. Amazon QuickSight includes some themes, and you can add your own by using the |
amazon-quicksight-user-287 | amazon-quicksight-user.pdf | 287 | go back. To sort by using a field well 1. Open the analysis with the visual that you want to sort. Visuals pane will be open by default. 2. Choose a field well that supports sorting. Customizing data presentation 1033 Amazon QuickSight User Guide 3. On the field well menu, choose Sort, and then choose the ascending or descending sort order icon. Using themes in Amazon QuickSight In Amazon QuickSight, a theme is a collection of settings that you can apply to multiple analyses and dashboards. Amazon QuickSight includes some themes, and you can add your own by using the theme editor. You can share themes with permissions levels set to user or owner. Anyone who has access to the theme can apply it to analyses and dashboards, or use Save as to make their own copy of it. Theme owners can also edit the theme and share it with others. An analysis can have only one theme applied. If you apply a theme to an analysis (by using the Apply button), it instantly changes it for everyone—both analysis and dashboard viewers. To explore and save color options without applying them, avoid editing and saving the applied theme. All colors come in pairs of background and foreground colors. The foreground colors are meant to specifically appear above their matching background color, so choose something that contrasts well. The following table defines the different settings. Group Main Setting What the setting changes Primary background The background color used for visuals and other high emphasis UI. Using themes in Amazon QuickSight 1034 Amazon QuickSight Group Main Setting What the setting changes User Guide Primary foreground Main Main Secondary background Secondary foreground Main Accent The color of text and other foreground elements that appear over the primary background regions such as grid lines, borders, table banding, icons, and so on. The background color used for the sheet background and sheet controls. The foreground color used for any sheet title, sheet control text, or UI that appears over the secondary background. This setting is used as an interactive hint for the following: • • • • • • Buttons Borders around the selected visual Loading indicators Narration customizations Links Filter panes for embedded dashboards Using themes in Amazon QuickSight 1035 Amazon QuickSight Group Main Setting What the setting changes User Guide Accent foreground Main Font Data Data colors Data Min max gradient Data Empty fill color The foreground color applies to any text or other elements that appear over the accent color. The font to use for all of the text. You can choose from a variety of fonts supported by Amazon QuickSight. These are the data colors that charts rotate through when assigning colors to groups. You can add or remove colors to this list, or choose a color to change it. The default minimum and maximum gradient colors to use when a gradient is used as a scale, for example in heat maps. This is the color used with your data colors to indicate a lack of data. For example, this color appears in the empty portion of the progres s bars that are shown in key performance indication (KPI) and gauge charts, or for empty heat map cells. Using themes in Amazon QuickSight 1036 Amazon QuickSight Group Layout Setting Border Layout Margin Layout Gutter Other Success Other Other Other Success foreground Warning Warning foreground Danger Danger foreground Dimension Dimension foreground User Guide What the setting changes This setting toggles the border around the visuals that aren't currently selected. The selected visual's border still displays the accent color. This setting toggles the space between the sheet boundarie s and the visuals. This setting shows or hides the space between visuals in the grid. These colors are used for success messages, for example the check mark for a successful download. These colors are used for warning and informational messages. These colors are used for error messages. These colors are used for the names of fields that are identified as dimensions. This option also sets the color for dimensions in the filter panel of embedded dashboards. Using themes in Amazon QuickSight 1037 Amazon QuickSight Group Other Setting Measure Measure foreground User Guide What the setting changes These colors are used for the names of fields that are identified as measures . These colors also apply to measures in the filter panel of embedded dashboards. To take a short tour of the theme viewer and editor 1. Open the QuickSight console. 2. Open an analysis, or create a new one. You must have an analysis open to work with themes. However, the view you see with the theme applied is only a preview. Themes are separate from analyses. No changes are made to your analysis, even when you save a theme. 3. Choose Edit from |
amazon-quicksight-user-288 | amazon-quicksight-user.pdf | 288 | setting changes These colors are used for the names of fields that are identified as measures . These colors also apply to measures in the filter panel of embedded dashboards. To take a short tour of the theme viewer and editor 1. Open the QuickSight console. 2. Open an analysis, or create a new one. You must have an analysis open to work with themes. However, the view you see with the theme applied is only a preview. Themes are separate from analyses. No changes are made to your analysis, even when you save a theme. 3. Choose Edit from the application bar, and then choose Themes. The themes panel opens. 4. The list of themes shows the following: • Applied theme shows the theme that is currently applied to this analysis and its dashboards. • My themes shows themes that you created and themes that are shared with you. • Starter themes shows themes created by Amazon QuickSight. 5. Each theme has context menu that you can access from the … icon. The actions that are available to you on each theme depend on your level of access. • Theme owners – If you created the theme, or someone shared it with you and made you an owner, you can do the following: • Edit – Change the settings for the theme, and save them. • Save – Save changes you made to the theme. If you edit the applied theme save your changes, the new theme settings apply to all the analyses and dashboards that use it. An informational message displays before you overwrite an applied theme. • Share – Share the theme and assign user or owner permissions to other people. Using themes in Amazon QuickSight 1038 Amazon QuickSight User Guide • Delete – Delete a theme. You can't undo this action. An informational message displays before you confirm deletion. • Theme users – If someone shared the theme with you, or if it's an Amazon QuickSight theme, you can do the following: • Apply – Apply the theme to the current analysis. This option also applies the theme to dashboards created from the analysis. An informational message displays before you overwrite an applied theme. • Save as – Save the current theme to another name, so you can edit it. • Analysis authors – If you have access to the analysis, but not the theme, you can do the following: • You can see the analysis with the theme applied. • You can see the theme in the Theme panel. • You can use Save as to create your own copy of the theme. • Dashboard viewers – If you have access to the dashboard, but not the theme, you can do the following: • You can see the dashboard with the theme applied. • You can't see the theme or its settings. Dashboard users can't see the Theme panel. 6. To explore a theme's settings, choose the icons on the left to see settings for colors. The following procedure walks you through creating a theme. You can start on the analysis, or a copy of the analysis, that you want to use to preview the colors. Or you can start a new analysis. After you save the theme, you can apply it to the current analysis or to other analyses. If you share it, other people can use it too. To use the theme editor 1. Open the QuickSight console. 2. Open an analysis, or create a new one. Choose Edit from the application bar, and then choose Themes. The Themes panel opens. You must have an analysis open to work with themes. However, the view you see with the theme applied is only a preview. Themes are separate from analyses. No changes are made to your analysis, even when you save a theme. Using themes in Amazon QuickSight 1039 Amazon QuickSight User Guide 3. Choose Main. The color picker used in each of these settings is the standard one used throughout Amazon QuickSight. Set colors for Primary background and Primary foreground to use in visuals and other high impact UI. Set colors for Secondary background and Secondary foreground to use in sheets and sheet controls. Set colors for Accent and Accent foreground to use in interactive hints including buttons, borders around selected visuals, loading indicators, narration customizations, links, and the filter pane in embedded dashboards. 4. Choose Data. Set the Colors to use as data colors. Charts rotate through these when assigning colors. You can add or delete colors, or change the order they're in by dragging and dropping. To change an existing color, select it to open the color editor. Set colors for Min max gradient to use when a gradient is used as a scale, for example in heat maps. Set the |
amazon-quicksight-user-289 | amazon-quicksight-user.pdf | 289 | controls. Set colors for Accent and Accent foreground to use in interactive hints including buttons, borders around selected visuals, loading indicators, narration customizations, links, and the filter pane in embedded dashboards. 4. Choose Data. Set the Colors to use as data colors. Charts rotate through these when assigning colors. You can add or delete colors, or change the order they're in by dragging and dropping. To change an existing color, select it to open the color editor. Set colors for Min max gradient to use when a gradient is used as a scale, for example in heat maps. Set the color for Empty fill to use when showing a lack of data, for example the unfilled part of a progress bar. 5. Choose Layout. Enable or disable the Border check box to show or hide the border around the visuals that aren't currently selected. Enable or disable the Margin check box to show or hide the space between the sheet boundaries and the visuals. Enable or disable the Gutter check box to show or hide the space between visuals in the grid. 6. Choose Other. Set the color for Success to use in success messages, for example when you successfully download a .csv file. The success foreground color isn't currently used. Set the color for Warning to use in warning and informational messages. The warning foreground color isn't currently used. Using themes in Amazon QuickSight 1040 Amazon QuickSight User Guide Set the color for Danger to use in error messages. The danger foreground color isn't currently used. Set the color for Dimension to use for the names of fields that are identified as dimensions. This option also sets the color for dimensions in the filter panel of embedded dashboards. Set the color for Measure to use for the names of fields that are identified as measures. This option also sets the color for measures in the filter panel of embedded dashboards. 7. To save the theme, choose Main and give the new theme a name, and then choose Save at the upper-right of the browser. Saving a theme doesn't apply it to the analysis, even though you can see a preview of the colors that uses the current analysis. 8. 9. To share the theme, save or close the theme you are viewing. Find the theme in your theme collection. Choose Share from the context menu (…). To apply the theme, save or close the theme you are viewing. Find the theme in your theme collection. Choose Apply from the context menu (…). Accessing Amazon QuickSight using keyboard shortcuts You can use the following keyboard shortcuts to navigate a Amazon QuickSight dashboard or analysis: • Use the TAB key to navigate among menu options or visuals. • Use the Shift+TAB keys to move backward to the previous selection. • Use the Enter key to select a visual or menu option. • Use the ESC key to clear the selection from a visual or menu item. Keyboard shortcuts 1041 Amazon QuickSight User Guide Using shortcuts within a visual You can use the TAB, Shift+TAB, and Enter keys to navigate and select different fields within a selected visual. For example, say that you want to use a link that's a part of your visuals title. To do this, select the visual that you want, then use the TAB key until just the link is selected. Then, use the Enter key to click on the link. Using shortcuts within a visual 1042 Amazon QuickSight User Guide You can also use these keyboard shortcuts to navigate and enter the on-visual menu on the upper- right corner of a visual. To do this, select the visual that you want and use the TAB key to get to the field that you want to select. If you miss the field that you want, use the Shift+TAB keys to go back a field. Using shortcuts within a visual 1043 Amazon QuickSight User Guide Using shortcuts within a visual 1044 Amazon QuickSight User Guide Gaining insights with machine learning (ML) in Amazon QuickSight Amazon QuickSight uses machine learning to help you uncover hidden insights and trends in your data, identify key drivers, and forecast business metrics. You can also consume these insights in natural language narratives embedded in dashboards. Using machine learning (ML) and natural language capabilities, Amazon QuickSight Enterprise Edition takes you beyond descriptive and diagnostic analysis, and launches you into forecasting and decision-making. You can understand your data at a glance, share your findings, and discover the best decisions to achieve your goals. You can do this without developing teams and technology to create the necessary machine learning models and algorithms. You likely have already built visualizations that answer questions about what happened, when, where, and provide drill down for investigation and identification of patterns. With |
amazon-quicksight-user-290 | amazon-quicksight-user.pdf | 290 | also consume these insights in natural language narratives embedded in dashboards. Using machine learning (ML) and natural language capabilities, Amazon QuickSight Enterprise Edition takes you beyond descriptive and diagnostic analysis, and launches you into forecasting and decision-making. You can understand your data at a glance, share your findings, and discover the best decisions to achieve your goals. You can do this without developing teams and technology to create the necessary machine learning models and algorithms. You likely have already built visualizations that answer questions about what happened, when, where, and provide drill down for investigation and identification of patterns. With ML insights, you can avoid spending hours manually analyzing and investigating. You can select from a list of customized context-sensitive narratives, called autonarratives, and add them to your analysis. In addition to choosing autonarratives, you can choose to view forecasts, anomalies, and factors contributing to these. You can also add autonarratives that explain the key takeaways in plain language, providing a single data-driven truth for your company. As time passes and data flows through the system, Amazon QuickSight continually learns so it can deliver ever more pertinent insights. Instead of deciding what the data means, you can decide what to do with the information it provides. With a shared foundation based on machine learning, all of your analysts and stakeholders can see trends, anomalies, forecasts, and custom narratives built on millions of metrics. They can see root causes, consider forecasts, evaluate risks, and make well-informed, justifiable decisions. You can create a dashboard like this with no manual analysis, no custom development skills, and no understanding of machine learning modeling or algorithms. All this capability is built into Amazon QuickSight Enterprise Edition. Note Machine learning capabilities are used as needed throughout the product. Features that actively use machine learning are labeled as such. 1045 Amazon QuickSight User Guide With ML Insights, Amazon QuickSight provides three major features: • ML-powered anomaly detection – Amazon QuickSight uses Amazon's proven machine learning technology to continuously analyze all your data to detect anomalies (outliers). You can identify the top drivers that contribute to any significant change in your business metrics, such as higher- than-expected sales or a dip in your website traffic. Amazon QuickSight uses the Random Cut Forest algorithm on millions of metrics and billions of data points. Doing this enables you to get deep insights that are often buried in the aggregates, inaccessible through manual analysis. • ML-powered forecasting – Amazon QuickSight enables nontechnical users to confidently forecast their key business metrics. The built-in ML Random Cut Forest algorithm automatically handles complex real-world scenarios such as detecting seasonality and trends, excluding outliers, and imputing missing values. You can interact with the data with point-and-click simplicity. • Autonarratives – By using automatic narratives in Amazon QuickSight, you can build rich dashboards with embedded narratives to tell the story of your data in plain language. Doing this can save hours of sifting through charts and tables to extract the key insights for reporting. It also creates a shared understanding of the data within your organization so you make decisions faster. You can use the suggested autonarrative, or you can customize the computations and language to meet your unique requirements. Amazon QuickSight is like providing a personal data analyst to all of your users. Topics • Understanding the ML algorithm used by Amazon QuickSight • Dataset requirements for using ML insights with Amazon QuickSight • Working with insights in Amazon QuickSight • Creating autonarratives with Amazon QuickSight • Detecting outliers with ML-powered anomaly detection • Forecasting and creating what-if scenarios with Amazon QuickSight Understanding the ML algorithm used by Amazon QuickSight You don't need any technical experience in machine learning to use the ML-powered features in Amazon QuickSight. This section dives into the Understanding the ML algorithm 1046 Amazon QuickSight User Guide technical aspects of the algorithm, for those who want the details about how it works. This information isn't required reading to use the features. Amazon QuickSight uses a built-in version of the Random Cut Forest (RCF) algorithm. The following sections explain what that means and how it is used in Amazon QuickSight. First, let's look at some of the terminology involved: • Anomaly – Something that is characterized by its difference from the majority of the other things in the same sample. Also known as an outlier, an exception, a deviation, and so on. • Data point – A discrete unit—or simply put, a row—in a dataset. However, a row can have multiple data points if you use a measure over different dimensions. • Decision Tree – A way of visualizing the decision process of the algorithm that evaluates patterns in the data. • Forecast – A prediction of future behavior based on current and past behavior. • Model – A mathematical representation of |
amazon-quicksight-user-291 | amazon-quicksight-user.pdf | 291 | Something that is characterized by its difference from the majority of the other things in the same sample. Also known as an outlier, an exception, a deviation, and so on. • Data point – A discrete unit—or simply put, a row—in a dataset. However, a row can have multiple data points if you use a measure over different dimensions. • Decision Tree – A way of visualizing the decision process of the algorithm that evaluates patterns in the data. • Forecast – A prediction of future behavior based on current and past behavior. • Model – A mathematical representation of the algorithm or what the algorithm learns. • Seasonality – The repeating patterns of behavior that occur cyclically in time series data. • Time series – An ordered set of date or time data in one field or column. Topics • What's the difference between anomaly detection and forecasting? • What is RCF? • How RCF is applied to detect anomalies • How RCF is applied to generate forecasts • References for machine learning and RCF What's the difference between anomaly detection and forecasting? Anomaly detection identifies outliers and their contributing drivers to answer the question "What happened that doesn't usually happen?" Forecasting answers the question "If everything continues to happen as expected, what happens in the future?" The math that allows forecasting also enables us to ask "If a few things change, what happens then?" What's the difference between anomaly detection and forecasting? 1047 Amazon QuickSight User Guide Both anomaly detection and forecasting begin by examining the current known data points. Amazon QuickSight anomaly detection begins with what is known so it can establish what is outside the known set, and identify those data points as anomalous (outliers). Amazon QuickSight forecasting excludes the anomalous data points, and sticks with the known pattern. Forecasting focuses on the established pattern of data distribution. In contrast, anomaly detection focuses on the data points that deviate from what is expected. Each method approaches decision-making from a different direction. What is RCF? A random cut forest (RCF) is a special type of random forest (RF) algorithm, a widely used and successful technique in machine learning. It takes a set of random data points, cuts them down to the same number of points, and then builds a collection of models. In contrast, a model corresponds to a decision tree—thus the name forest. Because RFs can't be easily updated in an incremental manner, RCFs were invented with variables in tree construction that were designed to allow incremental updates. As an unsupervised algorithm, RCF uses cluster analysis to detect spikes in time series data, breaks in periodicity or seasonality, and data point exceptions. Random cut forests can work as a synopsis or sketch of a dynamic data stream (or a time-indexed sequence of numbers). The answers to our questions about the stream come out of that synopsis. The following characteristics address the stream and how we make connections to anomaly detection and forecasting: • A streaming algorithm is an online algorithm with a small memory footprint. An online algorithm makes its decision about the input point indexed by time t before it sees the (t+1)-st point. The small memory allows nimble algorithms that can produce answers with low latency and allow a user to interact with the data. • Respecting the ordering imposed by time, as in an online algorithm, is necessary in anomaly detection and forecasting. If we already know what will happen the day after tomorrow, then predicting what happens tomorrow isn't a forecast—it's just interpolating an unknown missing value. Similarly, a new product introduced today can be an anomaly, but it doesn't necessarily remain an anomaly at the end of the next quarter. What is RCF? 1048 Amazon QuickSight User Guide How RCF is applied to detect anomalies A human can easily distinguish a data point that stands out from the rest of the data. RCF does the same thing by building a "forest" of decision trees, and then monitoring how new data points change the forest. An anomaly is a data point that draws your attention away from normal points—think of an image of a red flower in a field of yellow flowers. This "displacement of attention" is encoded in the (expected) position of a tree (that is, a model in RCF) that would be occupied by the input point. The idea is to create a forest where each decision tree grows out of a partition of the data sampled for training the algorithm. In more technical terms, each tree builds a specific type of binary space partitioning tree on the samples. As Amazon QuickSight samples the data, RCF assigns each data point an anomaly score. It gives higher scores to data points that look anomalous. The score is, in approximation, inversely proportional |
amazon-quicksight-user-292 | amazon-quicksight-user.pdf | 292 | This "displacement of attention" is encoded in the (expected) position of a tree (that is, a model in RCF) that would be occupied by the input point. The idea is to create a forest where each decision tree grows out of a partition of the data sampled for training the algorithm. In more technical terms, each tree builds a specific type of binary space partitioning tree on the samples. As Amazon QuickSight samples the data, RCF assigns each data point an anomaly score. It gives higher scores to data points that look anomalous. The score is, in approximation, inversely proportional to the resulting depth of the point in the tree. The random cut forest assigns an anomaly score by computing the average score from each constituent tree and scaling the result with respect to the sample size. The votes or scores of the different models are aggregated because each of the models by itself is a weak predictor. Amazon QuickSight identifies a data point as anomalous when its score is significantly different from the recent points. What qualifies as an anomaly depends on the application. The paper Random Cut Forest Based Anomaly Detection On Streams provides multiple examples of this state-of-the-art online anomaly detection (time-series anomaly detection). RCFs are used on contiguous segments or “shingles" of data, where the data in the immediate segment acts as a context for the most recent one. Previous versions of RCF-based anomaly-detection algorithms score an entire shingle. The algorithm in Amazon QuickSight also provides an approximate location of the anomaly in the current extended context. This approximate location can be useful in the scenario where there is delay in detecting the anomaly. Delays occur because any algorithm needs to characterize "previously seen deviations" to "anomalous deviations," which can unfold over some time. How RCF is applied to generate forecasts To forecast the next value in a stationary time sequence, the RCF algorithm answers the question "What would be the most likely completion, after we have a candidate value?" It uses a single tree in RCF to perform a search for the best candidate. The candidates across different trees are aggregated, because each tree by itself a weak predictor. The aggregation also allows the How RCF is applied to detect anomalies 1049 Amazon QuickSight User Guide generation of quantile errors. This process is repeated t times to predict the t−th value in the future. The algorithm in Amazon QuickSight is called BIFOCAL. It uses two RCFs to create a CALibrated BI- FOrest architecture. The first RCF is used to filter out anomalies and provide a weak forecast, which is corrected by the second. Overall, this approach provides significantly more robust forecasts in comparison to other widely available algorithms such as ETS. The number of parameters in the Amazon QuickSight forecasting algorithm is significantly fewer than for other widely available algorithms. This allows it to be useful out of the box, without human adjustment for a larger number of time series data points. As more data accumulates in a particular time series, the forecasts in Amazon QuickSight can adjust to data drifts and changes of pattern. For time series that show trends, trend detection is performed first to make the series stationary. The forecast of that stationary sequence is projected back with the trend. Because the algorithm relies on an efficient online algorithm (RCF), it can support interactive "what-if" queries. In these, some of the forecasts can be altered and treated as hypotheticals to provide conditional forecasts. This is the origin of the ability to explore "what-if" scenarios during analysis. References for machine learning and RCF To learn more about machine learning and this algorithm, we suggest the following resources: • The article Robust Random Cut Forest (RRCF): A No Math Explanation provides a lucid explanation without the mathematical equations. • The book The Elements of Statistical Learning: Data Mining, Inference, and Prediction, Second Edition (Springer Series in Statistics) provides a thorough foundation on machine learning. • Random Cut Forest Based Anomaly Detection On Streams, a scholarly paper that dives deep into the technicalities of both anomaly detection and forecasting, with examples. A different approach to RCF appears in other AWS services. If you want to explore how RCF is used in other services, see the following: • Amazon Managed Service for Apache Flink SQL Reference: RANDOM_CUT_FOREST and RANDOM_CUT_FOREST_WITH_EXPLANATION References for machine learning and RCF 1050 Amazon QuickSight User Guide • Amazon SageMaker Developer Guide: Random Cut Forest (RCF) Algorithm. This approach is also explained in The Random Cut Forest Algorithm, a chapter in Machine Learning for Business (October 2018). Dataset requirements for using ML insights with Amazon QuickSight To begin using the machine learning capabilities of Amazon QuickSight, you need to connect to or import your data. You can use an existing Amazon QuickSight dataset |
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