Effective Business Intelligence with QuickSight
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About this ebook
- 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
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.
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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