Exercises

Exercise 1 – Duplicate your analysis (optional but recommended if you plan to jump around to other modules)

  1. Return to the QuickSight home page by clicking the logo in the upper left.
  2. Select Analyses on the left and open your analysis.
  3. Rename this analysis as Module 1.
  4. Click Save As towards the upper right of the analysis screen.
  5. Name this analysis copy as Module 2.
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Exercise 2 – Apply a theme

  1. Select the Themes menu on the left of your analysis.
  2. Expand Starter themes if not already expanded. Click on Seaside to apply that theme.
    Can also click on ‘Midnight’ to see what it looks like.
  3. Click the vertical ellipsis icon next to Seaside and choose Save as.
  4. Name your theme Custom Theme.
  5. Change the font to Inter.
  6. On the Data menu, click on the first color and enter a custom color using this HEX (or choose whatever color you like!): #0EA7AF
  7. Add another color to the color palette.
  8. On the Layout menu, uncheck the box for Border.
  9. Save your Theme.
  10. Under the Custom themes section, click on your new theme to apply it.
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Exercise 3 - Field formatting

  1. Select the Visualize menu on the left of your analysis.
  2. In your Fields List, hover over the Discount field and click the vertical ellipsis icon, then select Show as→Percent.
  3. In your Fields List, hover over the Sales field and click the vertical ellipsis icon, then select Format→More formatting options.
  4. In the first dropdown, Data Type, choose Currency.
  5. Expand the Decimal Places section and reduce the number of decimals to 0.
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Exercise 4 - Add a sankey diagram

  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 Sankey diagram.
  3. In the Fields list, select Region, Segment and Sales.
  4. Rename visual title to Sales Sankey.
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Exercise 5 - Add a map

  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 Points on map.
  3. In the Fields list, select Country and Sales.
  4. Rename visual title to Sales by Country.
  5. Use your mouse reposition and scroll to zoom in or out of the map.
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Exercise 6 – Customize the tooltip

  1. Click on the Format visual pencil icon in the upper right of the map visual.
  2. Expand the Tooltip section. Make sure Type is set to Detailed tooltip.
  3. Click the Add field button on the bottom.
  4. Select the Contact Name field.
  5. Change the Label to # of Users.
  6. Change Aggregation to Count Distinct.
  7. Click Save.
  8. Hover over some points on your map and see the new field is included in the tooltip.
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Exercise 7 – Create a new sheet

  1. Rename Sheet 1 to Summary.
    It helps to click Enter on your keyboard after typing the new name to save it.
  2. Click the + next to Summary to add a new sheet.
  3. Rename Sheet 2 to Details.
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Exercise 8 – Add a detailed table

  1. Change the visual type to Table.
  2. Select these fields from the Fields list: Order ID, Order Date, Contact Name, Country, Customer, Industry, Product, Discount and Sales.
    Don’t be too concerned with getting the fields in the exact same order.
  3. Resize the visual so it fits the width of your analysis.
  4. In the Field Wells, use the pull-down menu on the Discount field and change the aggregation from Sum to Average.
  5. Click the header on the Sales column and choose to sort descending.
  6. Rename the visual to Order Details.
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Exercise 9 – Formatting your table

  1. Expand the Field Wells on the top of the screen, use the pull-down menu on the Sales field and choose Format→More formatting options. Increase the number of Decimal Places to 2. You may need to change the Data Type back to Currency too.
    Notice how field formatting applies to a specific visual will override the default field formatting we applied in Exercise 3.
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  1. Select the Table by clicking on it, then use the menu in the upper right of the visual, click on the vertical ellipsis icon, and select Conditional formatting.
  2. Use the Select a column dropdown, select the Discount column and then choose Add background color.
  3. Change the first condition to be Greater than or equal to, set the value to 0.5, and set the color to red.
  4. Add another condition for Greater than or equal to, set the value to 0.2, and set the color to yellow.
  5. Add another condition for Less than, set the value to 0.2, and set the color to green.
  6. Click Apply and then Close.
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  1. Use the Select a column dropdown menu again and choose [Entire Row]. Then select Add background color.
  2. Choose to format based on the Order Date field.
  3. Change the condition to After, set the value to Jan 1, 2021, and set the color to blue.
  4. Click Apply, then Close.
  5. (optional) Use the checkbox on the [Entire Row] section that says Apply on top. Notice how this makes the blue row coloring to bee painted on top of the cell formatting we did on the Discount field.
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  1. Close the Conditional Formatting menu.
  2. Click on the Format visual pencil icon in the upper right of the table visual.
  3. Expand the Group-by column names section and edit the display name for Contact Name to be Contact.
  4. Expand the Value column names section and edit the display name for Discount to be Avg Discount.
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Exercise 10 – Add a logo

  1. Return to your Summary sheet.
  2. In the upper left of your screen, click + Add and then Add visual.
  3. In the bottom left of the screen, change the Visual Type to Custom visual content.
  4. Click on the Customize visual button.
  5. Paste this URL into the URL box: https://ee-assets-prod-us-east-1.s3.amazonaws.com/modules/4b94bbf2c95844e69d8222c8e5252d1f/v1/quicksight_logo.png
    Or use any image URL you would like.
  6. Check box for Show as image.
  7. Resize the visual and move to the upper left corner of the analysis.
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Exercise 11 – Add a text comment using insights

  1. In the upper left of your screen, click + Add and then Add insight.
  2. Close the Computation screen that pops up.
  3. Locate the new insight which was added at the bottom of your analysis and click the Customize insight button.
  4. Paste this text into the narrative editor:
    This dashboard contains information around our sales performance globally. Please contact abc@xyz.com for feedback and related requests.
  5. Highlight the text abc@xyz.com and click on the link icon on the right of the toolbar to add a URL/hyperlink to this.
  6. For the Link type mailto:abc@xyz.com and then click Save:
  7. Save the narrative.
  8. Click on the Format visual pencil icon in the upper right of the insight.
  9. Uncheck the box for Show title.
  10. Resize the visual to be smaller and move to the top of the analysis, just to the right of the logo you added in Exercise 10.
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Exercise 12 – Optimize size and layout of our dashboard

  1. Optional - Duplicate the Summary sheet so you can refer or revert back to this layout if you choose to.
  2. Go to the Settings menu on the left and set Dashboard layout to Free-form.
  3. Set Optimize for viewing on to 1366px.
    Note throughout the exercises I have already been using this 1366px setting in order to make it easier to see all the text and visuals. Proportionally, everything will be a bit more zoomed in, and will proportionally size up and down depending on the users’ screen size.
  4. In the upper right of the screen click on View and make sure the Fit to window box is checked.
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Now notice how we can drag and drop visuals wherever we want them to go, including on top of one another.

  1. Resize the bottom of the line chart to move higher up, roughly to the bottom of the Forecast insight.
  2. Take your Forecast insight and drag it into the upper left of the white space in your line chart.
  3. Take your Period over period insight and drag it into the upper right of the white space in your line chart.
  4. Click the Format visual pencil icon on your Forecast insight, expand the Style section, turn off the options for Background color, Border color, Selection color and Loading animation.
  5. Expand Interactions section and turn off the options for Context menu and On-visual menu.
  6. Apply same Style and Interactions settings for the Period over period insight.
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  1. Open the Format visual panel for your line chart.
    (If Format visual panel for the Period over period visual is still open, you can just click on the line chart to select it and the panel will switch to show line chart controls. Else, launch the panel by clicking the pencil icon on line chart’s visual menu.)
  2. Uncheck the Show title box.
  3. Expand the X-axis section, and uncheck the boxes for Show data zoom tool and Show axis line.
  4. Expand the Y-axis section, and uncheck the box for Show grid lines.
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  1. Resize the YoY Sales KPI visual to be skinnier and taller (height should be roughly the same size and your line chart).
  2. Resize the right edge of your line chart to be wider (to meet up with the KPI visual).
  3. Move all the other visuals below upward to they are even with the line and KPI visuals.
  4. Make final adjustments to all visual sizes and placement so everything looks good. You can use XY coordinates in Style section for finer adjustments. Visuals can be send backward or brought forward in terms of layering by using the visual menu.
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Exercise 13 – Publish our dashboard

  1. In the upper right, click Share and then Publish dashboard.
  2. Give your dashboard a name (for example, Module 2 or My beautiful dashboard).
  3. Admire your work.
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