Prerequisites & Initial Setup

You will need author access to a QuickSight Enterprise + Q Account for this workshop.

If you don’t have a QuickSight account already, steps to create one are given below. Steps to upgrade existing QuickSight Enterprise accounts are given further below.

When enabling Q, you have the choice of attending a One day Q workshop (fixed price) or an Advanced Q workshop (priced according to use case).
With the one day option, Q is enabled on your account straight away.
With Advanced option, you get to try out a sample topic straight away. Q will be enabled after use case discussion with a QuickSight representative.
Once Q is enabled, you can leverage this workshop to get a head start ahead of scheduled training / to train extended team later on.

Setup QuickSight Enterprise + Q Edition

  1. Launch AWS Console (https://console.aws.amazon.com), search for QuickSight and launch it.
  2. On QuickSight page, click Sign up for QuickSight button.
  3. Change the edition to Enterprise + Q, scroll down and click Continue button.
  4. In Personalized Q authoring workshop page, make a selection that suits your use case and click Continue button.
  5. Select the desired authentication method and QuickSight region.
    The QuickSight region selection determines where all you free SPICE (Internal data cache) capacity is assigned. This selection also determines where your QuickSight users & groups will be managed (Region equipped to manage identities closest to the one selected will be used as the identity region.)
    Note - These selections are not changeable after account creation.
    If Q is not available in the region selected above, you will be able to continue to setup QuickSight Enterprise edition and can then add on Q afterwards. (see upgrade section below.)
  6. Enter QuickSight account name & Notification email address. Be sure to choose a name that is relevant and applicable to your entire user pool. Enter your official email as the notification email.
  7. Scroll down and click Finish button. (It can take 15-30 secs to set up the account)
  8. Once account creation is complete, Click Go to Amazon QuickSight button. You will now be taken to QuickSight console.
  9. Close the What’s new dialog and click on Topics in left panel.
  10. It will take 10-15 mins for Q to be enabled. Once it is ready, you will see the Status change to Subscribed.
QWorkshop-Prerequisites-Exercise

Upgrade QuickSight Enterprise Edition with Q add-on

  1. Launch QuickSight and click Manage QuickSight from user menu. Only admin users will see this option*.
  2. In management console, click Your subscriptions from left panel.
  3. Click Get Q add-on button.
  4. Select the regions wherein you want Q enabled and click Continue button.
  5. In Personalized Q authoring workshop page, make a selection that suits your use case and click Continue button.
  6. Review the info and click Confirm subscription.
  7. Click on QuickSight icon on top left to exit management console and then click on Topics in left panel.
  8. It will take 10-15 mins for Q to be enabled. Once it is ready, you will see the Status change to Subscribed.
QWorkshop-Prerequisites-Exercise