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Manos Samatas - Actionable Insights with Amazon QuickSight: Develop stunning data visualizations and machine learning-driven insights with Amazon QuickSight

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Manos Samatas Actionable Insights with Amazon QuickSight: Develop stunning data visualizations and machine learning-driven insights with Amazon QuickSight
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Build interactive dashboards and storytelling reports at scale with the cloud-native BI tool - Amazon QuickSight, including embedded analytics and ML-powered insights

Key Features
  • Understand how to set up Amazon QuickSight, manage data sources, and build and share dashboards
  • Learn the advanced features of Amazon Quicksight to develop interactive and embedded dashboards
  • Manage and monitor dashboards using the QuickSight API and other AWS services such as Amazon CloudTrail
Book Description

The adoption of cloud-native BI tools, like Amazon QuickSight, enables organizations to gather insights from data at scale. This book is a practical guide to performing simple-to-advanced tasks with Amazon QuickSight.

Youll begin by learning QuickSights fundamental concepts and how to configure data sources. Next, youll be introduced to the main analysis-building functionality of QuickSight to develop visuals and dashboards. The book will also demonstrate how to develop and share interactive dashboards with parameters and on-screen controls. Advanced filtering options with URL actions will then be covered, before learning how to set up alerts and scheduled reports. Later, youll explore the Insights visual type in QuickSight using both existing insights and by building custom insights. Further chapters will show you how to add machine learning insights such as forecasting capabilities, analyzing time series data, adding narratives, and outlier detection to your dashboards. Youll also explore patterns to automate operations and look closer into the API actions that allow us to control settings. Finally, youll learn advanced topics such as embedded dashboards and multitenancy.

By the end of this book, youll be well-versed with QuickSights BI and analytics functionalities that will help you create BI apps with ML capabilities.

What you will learn
  • Understand the wider AWS analytics ecosystem and how QuickSight fits within it
  • Set up and configure data sources with Amazon QuickSight
  • Include custom controls and add interactivity to your BI application using parameters
  • Add ML insights such as forecasting, anomaly detection, and narratives
  • Explore patterns to automate operations using QuickSight APIs
  • Create interactive dashboards and storytelling with Amazon QuickSight
  • Design an embedded multi-tenant analytics architecture
  • Focus on data permissions and how to manage Amazon QuickSight operations
Who this book is for

This book is for business intelligence (BI) developers and data analysts who are looking to create interactive dashboards using data from Lake House on AWS with Amazon QuickSight. This book will also be useful for anyone who wants to learn Amazon QuickSight in depth using practical examples. You will need to be familiar with general data visualization concepts, however, no prior experience with Amazon QuickSight is required.

Table of Contents
  1. Introducing the AWS Analytics Ecosystem
  2. Introduction to Amazon QuickSight
  3. Preparing Data with Amazon QuickSight
  4. Developing Visuals and Dashboards
  5. Building Interactive Dashboards
  6. Working with ML Capabilities and Insights
  7. Understanding Embedded Analytics
  8. Understanding the QuickSight API
  9. Managing QuickSight Permissions and Usage
  10. Multitenancy in Amazon QuickSight

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Actionable Insights with Amazon QuickSight Copyright 2021 Packt Publishing This - photo 1
Actionable Insights with Amazon QuickSight

Copyright 2021 Packt Publishing

This is an Early Access product. Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the content and extracts of this book may evolve as it is being developed to ensure it is up-to-date.

All rights reserved. No part of this book may be reproduced, stored in a retrieval system, ortransmitted in any form or by any means, without the prior written permission of the publisher,except in the case of brief quotations embedded in critical articles or reviews.

The information contained in this book is sold without warranty, either express or implied. Neither the author nor Packt Publishing or its dealers and distributors will be held liable for any damages caused or alleged to have been caused directly or indirectly by this book.

Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.

Early Access Publication: Actionable Insights with Amazon QuickSight

Early Access Production Reference: B17049

Published by Packt Publishing Ltd.

Livery Place

35 Livery Street

Birmingham

B3 2PB, UK

ISBN: 978-1-80107-929-7

www.packt.com
Actionable Insights with Amazon QuickSight: Develop stunning data visualizations and machine learning-driven insights with Amazon QuickSight

Welcome to Packt Early Access. Were giving you an exclusive preview of this book before it goes on sale. It can take many months to write a book, but our authors have cutting-edge information to share with you today. Early Access gives you an insight into the latest developments by making chapter drafts available. The chapters may be a little rough around the edges right now, but our authors will update them over time. Youll be notified when a new version is ready.

This title is in development, with more chapters still to be written, which means you have the opportunity to have your say about the content. We want to publish books that provide useful information to you and other customers, so well send questionnaires out to you regularly. All feedback is helpful, so please be open about your thoughts and opinions. Our editors will work their magic on the text of the book, so wed like your input on the technical elements and your experience as a reader. Well also provide frequent updates on how our authors have changed their chapters based on your feedback.

You can dip in and out of this book or follow along from start to finish; Early Access is designed to be flexible. We hope you enjoy getting to know more about the process of writing a Packt book. Join the exploration of new topics by contributing your ideas and see them come to life in print.

  1. Introducing the AWS Analytics Ecosystem
  2. An Introduction to Amazon QuickSight
  3. Data Preparation with Amazon QuickSight
  4. Developing Visuals and Dashboards
  5. Building Interactive Dashboards
  6. Working with Insights
  7. Embedded Dashboarding
  8. Automation using the QuickSight API
  9. Data Permissions and Managing Operations
  10. Multitenancy with Amazon QuickSight
1 Introducing the AWS Analytics Ecosystem

As data increases in both volume and variety, organizations from all verticals are adopting cloud analytics services for their data analytics. AWS offers a number of analytics services covering data lakes, data warehousing, big data processing, Extract, Transform, Load (ETL), and data visualization. In this chapter, we will introduce the AWS analytics ecosystem. Some of the services we discuss here will be mentioned again later in the book.

First, we will map the AWS services into categories. Then, we will discuss how Amazon QuickSight fits into the wider AWS analytics ecosystem. We will look more closely at a modern Lake House architecture and we will discuss its benefits and its components. Finally, we will provide a step-by-step guide to set up a Data Lake House architecture on AWS and load and query a demo data sample. Some of this information may already be familiar to you, but lets go back over the basics.

In this chapter, we will cover the following topics:

  • Discovering the AWS analytics ecosystem
  • Exploring the Data Lake House architecture on AWS
  • Creating a basic Lake House architecture
Technical requirements

To follow along with this chapter, you will need the following pre-requisites:

  • An AWS account with Console access
  • AWS CLI access

The code sample for this chapter can be accessed on the GitHub repository for this book at https://github.com/PacktPublishing/Actionable-Insights-with-Amazon-QuickSight/tree/main/chapter_1.

Discovering the AWS analytics ecosystem

AWS provides a large number of analytics services. In addition to that, AWS has a number of partners who specialize in data analytics and offer analytics solutions that run on the AWS infrastructure. Partner solutions are not in the scope of this section, however. This section focuses on the AWS fully managed analytics services. In order to list the services, we will first define the specific categories related to analytics functions. Machine learning and predictive analytics are also out of the scope of this chapter. For every service category, we will then list the AWS services available, and for each service, we will provide a high-level description. Figure 1.1 depicts the commonly used AWS analytics services.

Figure 11 AWS analytics servicesBusiness intelligence More and more - photo 2Figure 1.1 AWS analytics services
Business intelligence

More and more organizations aspire to be data-driven and use data to drive their strategic decisions. Business intelligence (BI) tools help organizations to transform data into actionable insights. With the use of BI tools, users can analyze data and then present their findings in reports or dashboards. These reports or dashboards can then be consumed by business users who are interested in getting a picture of the state of the business.

In 2015, AWS launched Amazon QuickSight, a cloud-native BI tool. Since then, AWS has added new features to QuickSight, enriching the standard dashboard functionality with machine learning capabilities and offering embedded dashboard functionality. Amazon QuickSight is the main technology we will be covering in this book. Over the next few chapters, we will start with the basic functionality of Amazon QuickSight, and then we will explore more advanced features. Where possible, we will use practical examples that can be repeated in your own development environment, to give you hands-on experience with Amazon QuickSight.

Data warehousing

Data warehouses are repositories of data; they are important components of the BI process. Data stored in data warehouses is typically structured. Traditionally, data is ingested and centralized into data warehouses from different operational data stores. Data warehouses are optimized to run analytical queries over large amounts of data. The results of analytical queries are usually calculated after an aggregation over multiple rows from one or more tables. BI applications use analytical queries to aggregate data and visualize it. It is a common architectural approach to use a data warehouse to serve data to a BI application.

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