Exercises

Exercise 1 – Create your dataset

  1. On the left of your screen, choose Datasets.
  2. In the upper right of your screen, click New dataset button.
  3. Choose the first option called Upload a file.
  4. Browse to the SaaS-Sales.csv file.
    Download it now if not already done from front page link : Download SaaS-Sales.csv
  5. Choose Next.
  6. Choose Visualize.
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Exercise 2 – Visualize Sales by Month

  1. In the Fields list, select Sales and Order Date.
  2. Click the arrow next to the Order Date label on your X-axis and choose the Aggregate->Month. Alternatively, you can expand the Field Wells section towards the top of the screen, use the arrow on the Order Date field and change the aggregation to Month from there.
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Exercise 3 – Add Forecast to Line Chart

  1. Use the menu in the upper right of the visual, click the vertical ellipsis icon (⋮), and choose Add forecast, then close the menu on the left.
  2. Optional - when adding/editing the forecast, choose to apply the forecast 6 periods backwards too. Now you can see how close the forecast was to the actuals for the previous 6 months.
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Exercise 4 – Visualize Sales Year over Year

  1. In the upper left of your screen, click + Add and then Add visual.
  2. In the bottom left of the screen, change the Visual Type to Key Performance Indicator (KPI).
  3. In the Fields list, select Sales and Order Date.
  4. Expand the Field Wells section towards the top of the screen, then use the arrow on the Order Date field and change the aggregation to Year.
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Exercise 5 – Add Suggested Insights

  1. Navigate to the Insights menu on the left of your screen.
  2. Click the + button on the MONTH OVER MONTH CHANGE suggested insight to add it to the Analysis.
  3. Navigate to the Insights menu again.
  4. Click the + button on the FORECAST suggested insight to add it to the Analysis.
  5. Resize the insights to be smaller, and move them to the right, just beneath your KPI visual.
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Exercise 6 – Visualize Sales by Industry

  1. In the upper left of your screen, click + Add and then Add visual.
  2. In the bottom left of the screen, change the Visual Type to Donut chart.
  3. In the Fields list, select Sales and Industry.
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Exercise 6a – Add Drill Down from Industry to Customer

  1. From the Fields list, drag the Customer field just beneath the Industry field in the field wells (make sure they are expanded before you drag and drop). You need to drag it inside the blue box of the field well, but just beneath the other field in there. You should see a message saying Add drill-down layer.
  2. Now you can click on Industry slices and you will see an option to Drill down to Customer, and it will show just customers from that industry. (You can drill back up by clicking on a slice, or by using the Drill arrows in the visual menu)
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Exercise 6b – Add Data Labels

  1. Click the Format visual pencil icon in the visual menu of your Donut chart.
  2. Expand the Data labels section.
  3. Check the box for Show metric.
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Exercise 7 – Create a Pivot Table

  1. In the upper left of your screen, click + Add and then Add visual.
  2. In the bottom left of the screen, change the Visual Type to Pivot table.
  3. From the Fields list, select Sales, Region and Subregion.
  4. From the Fields list, drag Order Date to the Columns field well.
  5. Change the aggregation of the Order Date to Year.
  6. Click the Region header and choose Collapse all. Notice how you can use this to collapse an entire column. You can also expand/collapse individual grouping in the visual.
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Exercise 7a – Format the Pivot Table

  1. Click the Format visual pencil icon in the visual menu of your Pivot Table.
  2. Expand the Styling section.
  3. Check the box for Hide single metric. This will remove the repetitive Sales headers on each column.
  4. Expand the Subtotals section.
  5. Check the box for Show subtotals for rows.
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Exercise 8 – Add a Filter Control

  1. Navigate to the Filter menu on the left of your screen.
  2. Choose Create one.
  3. Select the Segment field.
  4. Click on the filter to expand it.
  5. Change the Applied to dropdown to All applicable visuals.
  6. Click the vertical ellipsis icon and choose Add to sheet.
  7. Move the filter control from the bottom of your analysis to the upper right corner and adjust the width.
  8. Resize the other visuals so they fit nicely.
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Exercise 9 – Add a Filter Action

  1. Select the Donut chart (so it has a blue border around it) and navigate to the Actions menu on the left of your screen.
  2. Click the Filter same-sheet visuals. This is a shortcut to create a Filter Action which will filter all other visuals on the dashboard using all the dimensions used in this visual as filters.
  3. Select a slice in the Donut chart and you will notice that everything on the dashboard will filter just to that Industry.
    To deselect you can click the same slice again, or click in the empty space just inside or outside of the donut.
  4. Note the drill down we built before is now accessible via a right-click rather than a left-click.
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Exercise 10 - Add a Dashboard Title

  1. In the upper left of your screen, click + Add and then Add title.
  2. Type Sales Overview Dashboard.
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Exercise 11 - Rename Visual Titles

  1. Click on the title of the Line chart and rename it to Monthly Trend and Forecast.
    Press Enter on your keyboard after you enter the text to save it. You can also edit titles from the Format visual menu.
  2. Click on the title of the KPI and rename it to YoY Sales.
  3. Click on the title of the Donut chart and rename it to Sales by Industry (click to filter dashboard, right-click to drill down to Customer).
    Alternatively you can open the Format visual menu and add the text Click to filter dashboard, right-click to drill down to Customer into the Subtitle rather than in the Title.
  4. Click on the title of the Pivot Table and rename it to Regional Details.
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Exercise 12 - Publish a Dashboard

  1. In the upper right of your screen, click Share and then Publish dashboard.
  2. Name it something like Sales Overview.
  3. Choose Publish dashboard.
  4. Close the Share dashboard window that pops up. This is where you would add other users and/or groups you want to share with, but for now we will skip this.
  5. You have created your first dashboard! Notice the interactivity we added using the filter control, filter action, and drill down are all available on the dashboard and can be used by anyone you share this with.
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Exercise 13 - Send an Email Report

  1. While still on the dashboard, click the Share button in the upper right of your screen and then choose Email report.
  2. In the first section of this window you will see how you can choose a schedule at which QuickSight will email this dashboard to any users who have access to this dashboard.
  3. In the second section of the window, check the box to Include PDF attachment.
  4. In the third section of the window, click the Send test report button next to your username. This will trigger an email report to be send to you one time.
  5. Click Cancel.
    If you clicked Save report that is fine, it will just be configured to send to the report to you on the schedule you selected in the first section.
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Exercise 13a - Open the Email Report

  1. It may take a few minutes to receive the email, but open it once it arrives and you will see a screenshot of the dashboard in the email body, along with a PDF attachment of the dashboard.
  2. Click View dashboard to open it directly in your web browser.
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