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Effective Business Intelligence with QuickSight
Effective Business Intelligence with QuickSight
Effective Business Intelligence with QuickSight
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Effective Business Intelligence with QuickSight

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About This Book
  • A practical hands-on guide to improving your business with the power of BI and Quicksight
  • Immerse yourself with an end-to-end journey for effective analytics using QuickSight and related services
  • Packed with real-world examples with Solution Architectures needed for a cloud-powered Business Intelligence service
Who This Book Is For

This book is for Business Intelligence architects, BI developers, Big Data architects, and IT executives who are looking to modernize their business intelligence architecture and deliver a fast, easy-to-use, cloud powered business intelligence service.

LanguageEnglish
Release dateMar 10, 2017
ISBN9781786465009
Effective Business Intelligence with QuickSight

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    Book preview

    Effective Business Intelligence with QuickSight - Rajesh Nadipalli

    Table of Contents

    Effective Business Intelligence with QuickSight

    Credits

    About the Author

    About the Reviewer

    www.PacktPub.com

    Why subscribe?

    Customer Feedback

    Preface

    What this book covers

    What you need for this book

    Who this book is for

    Conventions

    Reader feedback

    Customer support

    Downloading the example code

    Downloading the color images of this book

    Errata

    Piracy

    Questions

    1. A Quick Start to QuickSight

    Era of big data

    Current BI landscape

    Key features provided by BI tools

    Typical process to build visualizations

    Key issues with traditional BI tools

    Rise of cloud BI services

    Overview of QuickSight

    How is QuickSight different to other BI tools?

    High level BI solution architecture with QuickSight

    Getting started with QuickSight

    Registering for QuickSight

    Signing up to QuickSight with a new AWS account

    Signing up to QuickSight with an existing AWS account

    Building your first analysis under 60 seconds

    Downloading data

    Preparing data

    QuickSight navigation

    Loading data to QuickSight

    Starting your visualizations

    Building multiple visualizations

    Summary

    2. Exploring Any Data

    AWS big data ecosystem

    Collect

    Store

    Analyze

    Orchestrate

    Supported data sources

    Supported data types

    Supported data sizes

    File limits

    Table limits

    Use case review

    Permissions on AWS resources

    Loading text files to QuickSight

    Uploading a data file to S3

    Building the manifest file

    Creating a new QuickSight dataset from S3

    Loading MySQL data to QuickSight using the AWS pipeline

    Pre-requisites

    Uploading data to S3

    Creating and executing the AWS Data Pipeline

    Creating a new QuickSight dataset from MySQL

    Loading Redshift data to QuickSight

    Pre-requisites

    Uploading data to S3

    Creating and executing an AWS Data Pipeline

    Creating a new QuickSight dataset from Redshift

    Loading data from Athena to QuickSight

    Uploading data to S3

    Creating a table in Athena

    Creating a new QuickSight dataset from Athena

    Loading data from Salesforce to QuickSight

    Pre-requisites

    Creating a dataset from Salesforce

    Editing existing datasets

    Summary

    3. SPICE up Your Data

    SPICE - overview and architecture

    Importing data into SPICE

    Joining data in SPICE

    Loading data to Redshift

    Creating a new joined dataset

    Enriching your data

    Arithmetic and comparison operators

    Conditional functions

    ifelse

    coalesce

    isNotNull

    isNull

    nullIf

    Date functions

    epochDate

    formatDate

    now

    dateDiff

    extract and truncDate

    Numeric functions

    ceil

    decimalToInt

    floor

    intToDecimal

    round

    String functions

    concat

    left

    locate

    ltrim

    parseDate

    parseDecimal

    parseInt

    replace

    right

    rtrim

    strlen

    substring

    toLower

    toString

    toUpper

    trim

    Filtering data using SPICE

    Adding new filters

    Filter on medianincome

    Filter on statecode

    Editing existing filters

    Changing existing filter criteria

    Enable, disable, or delete a filter

    Summary

    4. Intuitive Visualizations

    From data to visualization using QuickSight

    Building analyses from datasets

    Creating a new dataset

    Creating a new analysis

    Adding a visual to an analysis

    Renaming and adding descriptions to an existing analysis

    Deleting an existing analysis

    Building effective visuals

    Changing visual type

    Bar charts

    Simple bar charts

    Stacked bar charts

    Line charts

    Simple line chart

    Area line chart

    Pivot tables

    Adding statistical functions

    Scatter plot

    Tree map

    Pie chart

    Heat map

    Autograph

    General options

    Configuring the visual title

    Configuring legends

    Configuring the axis range

    Changing visual colors

    Adding drill down to charts

    Selecting the right visualizations

    Does the business want to compare values?

    Do you need to compare compositions of a measure?

    Do you need to see distributions and relationship between two measures?

    Do you want to see trends with multiple measures?

    Do you want to slice and dice multiple measures over different dimensions?

    Deleting a visual

    Telling a story

    Creating a story

    Playing a Story

    Deleting a Story

    Sharing dashboards

    Deleting a dashboard

    Summary

    5. Secure Your Environment

    Managing users and access

    Adding new users

    Reactivate a user

    View existing User

    Deleting a user

    Enterprise account user management

    Prerequisites

    Adding AD user accounts to QuickSight

    Deactivating AD accounts with QuickSight

    Managing QuickSight permissions on AWS resources

    Authorizing connections from QuickSight to AWS data sources

    Creating a new security group for QuickSight

    Authorizing connections to RDS instances

    Authorizing connections to Redshift cluster

    Authorizing connections to EC2 instance

    Closing a QuickSight account

    Summary

    6. QuickSight Mobile

    Installing QuickSight

    Dashboards on the go

    Dashboard detailed view

    Find your dashboard

    Favorite a dashboard

    Limitations of the mobile app

    Analyses on the go

    View details of your analysis

    Share your analysis

    Stories related to analysis

    Search for analysis

    Favorite your analysis

    Limitations of the mobile app

    Stories on the go

    Story detailed view

    Search your stories

    Favorite a story

    Advanced options for the QuickSight mobile app

    Summary

    7. Big Data Analytics Mini Project

    Overview of AWS Data Lake solution

    Data lake core concept - package

    AWS Data Lake architecture

    Managed data ingestion to AWS Data Lake

    Centralized data storage for AWS Data Lake

    Processing and analyzing data within the AWS Data Lake

    Governing and securing the AWS Data Lake

    A mini project on AWS Data Lake

    Mini use case business context

    Air quality index

    Census population

    Deploying AWS Data Lake using CloudFormation

    Creating a new stack

    Access your data lake stack

    Acquiring the data for the mini project

    Hydrating the data lake

    Air quality index data in S3

    US population data in S3

    Cataloging data assets

    Creating governance tags

    Registering data packages

    EPA AQI data package

    USA population history package

    Searching the data catalog

    Extracting packages using manifest

    Processing data in the AWS Data Lake

    Creating Athena tables

    Analyzing using QuickSight

    Population analysis

    Creating the population dataset

    Insights from population dataset

    Combining population and EPA datasets

    EPA Trend with population impact

    Additional data lake features

    User management for the AWS Data Lake

    Inviting a new user

    Updating an existing user

    General system settings for AWS Data Lake

    Summary

    8. QuickSight Product Shortcomings

    QuickSight product features

    Easy ad hoc analysis and visualizations

    Wide range of data connectivity

    Fast and visual data preparation

    Sharing and collaboration

    Security and access

    Easy operations

    Features lacking in QuickSight

    Lack of integration with the visualization layer

    Only basic visualizations

    Limited mobile and sharing

    Lack of advanced data management

    Advanced data preparation features

    Lack of fine grain access

    General

    Accessing the user guide

    Providing feedback

    Summary

    Effective Business Intelligence with QuickSight


    Effective Business Intelligence with QuickSight

    Copyright © 2017 Packt Publishing

    All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted 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.

    Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, nor Packt Publishing, and its dealers and distributors will be held liable for any damages caused or alleged to be 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.

    First published: March 2017

    Production reference: 1030317

    Published by Packt Publishing Ltd.

    Livery Place

    35 Livery Street

    Birmingham 

    B3 2PB, UK.

    ISBN 978-1-78646-636-5

    www.packtpub.com

    Credits

    About the Author

    Rajesh Nadipalli is currently Director, Professional Services and Support at Zaloni, an award-wining provider of enterprise data lake management solutions that enables global clients to innovate and leverage big data for business impact. Rajesh leads Hadoop-based technical proof-of-concepts, strategy, solution architectures, and post-sales product support for his clients. His clientele includes AIG, NBCU, Verizon, Du, American Express, Netapp, Dell-EMC, United Health Group, and Cisco. In his previous role as the director of product management, he was leading the product strategy, roadmap, and feature definitions for Zaloni's Hadoop data management platform.

    Throughout his 20 plus years in IT, Rajesh has had a passion for data and held various roles as big data architect, solutions architect, database administrator (DBA), business intelligence architect, and ETL developer. He believes in using technology as a strategic advantage for his clients by improving productivity, performance, and real-time insight to relevant data.

    Rajesh is also the author of HDInsight Essentials, by Packt publishing, which takes you through the journey of building a modern data lake architecture using HDInsight, a Hadoop-based service that allows you to successfully manage high volume and velocity data in Azure Cloud.

    He is a regular blogger and his articles are published in Zaloni blog, Datafloq, and Dzone sites.

    He holds a MBA from North Carolina State University and a BS in EE from University of Mumbai, India.

    I would like to thank my family and friends for their love, support, and encouragement; and special thanks to my wife, Manasa, and daughter, Geetika, who were always there for support and inspiration.

    About the Reviewer

    Arthur Zubarev is a data platform engineer who specializes in developing fast data pipelines, data acquisition, analysis, validation, performance tuning, data warehousing, and visualizations. His skills and passion include relational and NoSQL database engines, big data, cloud technologies, streaming data, IoT, social web, and general programming.

    Arthur is a data platform MVP for the sixth year, a member of the Data Advisors group for Microsoft, R for Visual Studio beta tester, MCDBA, MCAD, and MCITP. He strives to be an early adopter of new technologies and likes to embrace technical challenges. In addition, he is a frequent presenter and event organizer. 

    I would like to thank my wonderful family for always understanding the importance of my contributions to the technical community, even if that occurred at the expense of our spare time. This has allowed me to effectively deliver as much timely feedback as I could to produce this fantastic book.

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    Preface

    We live in an era

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