# Tutorial: Create an Amazon Quick Sight dashboard using sample data
Create a dashboard using sample data

Use the procedures in the following sections to complete these tasks:
+ Create and prepare a Marketing dataset using the Web and Social Media Analytics sample data.
+ Create a Marketing analysis and add several visuals to it.
+ Modify the visuals in the analysis, including the following:
  + Adding another measure to an existing visual
  + Changing chart colors
  + Changing date granularity
  + Changing the size and layout of the visuals
  + Applying a filter
+ Publish a dashboard based on the analysis.

**Topics**
+ [

# Tutorial: Create a prepared Amazon Quick Sight dataset
](example-prepared-data-set.md)
+ [

# Tutorial: Create an Amazon Quick Sight analysis
](example-create-an-analysis.md)
+ [

# Tutorial: Modify Amazon Quick Sight visuals
](example-modify-visuals.md)
+ [

# Tutorial: Create an Amazon Quick Sight dashboard
](example-create-a-dashboard.md)

# Tutorial: Create a prepared Amazon Quick Sight dataset
Tutorial: Create a prepared dataset

Use the following procedure to prepare the Marketing dataset and create an analysis. If you don't see the Web and Social Media Analytics sample data already in Amazon Quick Sight, you can download it: [web-and-social-analytics.csv.zip](samples/web-and-social-analytics.csv.zip).

**To prepare the Marketing dataset and create an analysis**

1. From the Amazon Quick homepage, choose **Data** at left.

1. In the **Datasets** tab, choose **New** then **Dataset**.

1. From the exisitng data sources, choose the **Web and Social Media Analytics** Amazon S3 data source. Choose your table and then choose **Edit/Preview data**.

   Amazon Quick opens the data preparation page.

1. For **Dataset Name**, enter **Marketing Sample** to replace *Web and Social Media Analytics* for the dataset name.

1. Exclude some fields from the dataset.

   In the **Fields** pane, choose the three-dot menu for the **Twitter followers cumulative** and **Mailing list cumulative** fields, and then choose **Exclude field**. To select more than one field at a time, press the Ctrl key while you select (Command key on Mac).

1. Rename a field.

   In the **Dataset** preview pane, scroll to the **Website Pageviews** field and choose the pencil icon to edit.

   In the **Edit field** page that opens, for **Name**, enter **Website page views**, and then choose **Apply**.

1. Add a calculated field that substitutes a text string for any 0-length string value in the **Events** field:

   1. On the data preparation page, scroll to the top of the **Fields** pane, and then choose **Add calculated field**.

   1. In the **Add calculated field** page that opens, for **Add name**, enter **populated\$1event**.

   1. In the **Functions** pane at right, double-click the **ifelse** function from the list of functions. This adds the function to the calculated field formula.

   1. Expand the **Field list** pane by choosing the drop-down arrow, and then double-click the **Events** field. This adds the field to the calculated field formula.

   1. In formula editor, enter the following additional functions and parameters required, in bold in the following: ifelse(**strlen(**\$1Events\$1**)=0, 'Unknown', \$1Events\$1**).

      The final formula should be as follows: `ifelse(strlen({Events})=0, 'Unknown', {Events})`.

   1. Choose **Save**.

      The new calculated field is created, and appears at the top of the **Fields** pane.

1. Choose **Save**.

## Next steps


Create an analysis by using the procedure in [Tutorial: Create an Amazon Quick Sight analysis](example-create-an-analysis.md).

# Tutorial: Create an Amazon Quick Sight analysis
Tutorial: Create an analysis

In the following short tutorial, you create an analysis, add a visual using AutoGraph, and add another visual by choosing a specific visual type. This procedure builds on the dataset that you create and prepare in [Tutorial: Create a prepared Amazon Quick Sight dataset](example-prepared-data-set.md).

## Create your analysis


Use the following procedure to create your analysis.

**To create your analysis**

1. On the Amazon Quick Sight homepage, choose **Analyses**.

1. Choose **Create analysis** and select the dataset to use.

## Create a visual by using AutoGraph


Create a visual by using AutoGraph, which is selected by default.

On the analysis page, choose **Date** and **Return visitors** in the **Fields list** pane.

Amazon Quick Sight creates a line chart using this data.

## Create a scatter plot visual


Create a visual by choosing a visual type and dragging fields to the field wells.

**To create a scatter plot visual**

1. On the analysis page, choose **Insert** and then **Add visual** on the application bar. A new, blank visual is created, and AutoGraph is selected by default.

1. In the **Visual types** pane, choose the scatter plot icon.

1. Choose fields in the **Fields list** pane to add to the **Field wells** pane:
   + Choose **Desktop Uniques** to populate the **X axis** field well.
   + Choose **Mobile Uniques** to populate the **Y axis** field well. 
   + Choose **Date** to populate the **Group/Color** field well. 

   A scatter plot is created using these fields.

## Next steps


Modify the visuals in your analysis by using the procedure in [Tutorial: Modify Amazon Quick Sight visuals](example-modify-visuals.md).

# Tutorial: Modify Amazon Quick Sight visuals
Tutorial: Modify visuals

Use the following procedures to modify the visuals that you created using the procedures in [Tutorial: Create an Amazon Quick Sight analysis](example-create-an-analysis.md). 

## Modify the line chart visual


Modify your line chart visual by making it show an additional measure by date, and also by changing the chart color.

**To modify your line chart visual**

1. In your analysis, select the line chart visual.

1. Add another measure to the visual.

   Select the **New visitors SEO** field in the **Fields list** pane. This measure is added to the **Value** field well, and the line chart updates with a line to represent it. The visual title also updates.

1. Change the color of the line used to represent the **Return visitors** measure.

   Choose the line on the chart that represents **Return visitors**. To do this, choose the end of the line, not the middle of the line. 

   Choose **Color Return visitors**, and then choose the red icon from the color selector.

1. Choose the **Date** field in the **X axis** field well, choose **Aggregate**, and then choose **Month**.

## Modify the scatter plot visual


Modify your scatter plot visual by changing the data granularity.

**To modify your scatter chart visual**

1. In the analysis, select the scatter plot visual.

1. Choose the **Group/Color** field well, choose **Aggregate**, and then choose **Month**.

   The scatter plot updates to show the measures by month, rather than by the default of by year.

## Modify both visuals by changing visual layout and adding a filter


Modify both visuals by changing visual size and location, and by adding a filter and applying it to both of them.

### Change the visual layout


Modify both visuals by changing visual size and location.

**To modify both visuals**

1. In your analysis, select the line chart visual.

1. Choose the resize handle in the lower right corner of the visual and drag up and to the left, until the visual is half its former size both horizontally and vertically.

1. Repeat this procedure on the scatter plot visual.

1. Choose the move handle on the scatter plot visual, and drag it up to the right of the line chart visual so that they are side by side.

### Modify both visuals by adding a filter


Modify both visuals by adding a filter and applying it to both of them.

**To add a filter to both visuals**

1. In the analysis, choose the scatter plot visual.

1. Choose **Insert** then **Add Filter** on the application bar.

1. Choose the **Date** field to filter on.

1. Select the new filter to expand it.

1. In the **Edit filter** pane, for **Condition**, choose the **After** comparison type.

1. Enter a start date value of 1/1/2014.

   Choose **Date**, choose **2014** for the year, **January** for the month, and then choose **1** on the calendar.

1. In the **Edit filter** pane, choose **Apply** to apply the filter to the visual.

   The filter is applied to the scatter plot visual. This is indicated with a filter icon on the visual drop-down menu.

1. Apply the filter to the line chart visual.

   In the **Filter** pane at left, choose the **Date** filter again and choose **Single visual**, and then choose **All visuals of this dataset**. 

   The filter is applied to the line chart visual as well.

## Next steps


Create a dashboard from your analysis by using the procedure in [Tutorial: Create an Amazon Quick Sight dashboard](example-create-a-dashboard.md).

# Tutorial: Create an Amazon Quick Sight dashboard
Tutorial: Create a dashboard

Use the following procedure to create a dashboard from the analysis that you created using the procedure in [Tutorial: Create an Amazon Quick Sight analysis](example-create-an-analysis.md).

**To create a dashboard from your analysis**

1. In your analysis, choose **Publish**, then choose **Publish dashboard**.

1. Choose **Publish as a new dashboard** or **Replace existing dashboard**.

1. For a new dashboard, enter **Marketing Dashboard** in **Dashboard name**. Optionally, add notes.

1. Under **Select sheets**, choose **All sheets** or **Specific sheets**.

1. Configure the following options as needed:
   + **Dashboard options** - **Enable Quick Actions** to allow dashboard users to take actions in connected services from visuals and alerts.
   + **Generative capabilities** - **Allow executive summary** to leverage generative capabilities to build precise summary for each sheet of the dashboard.
   + **Allow Data Q&A** to enable generative Q&A for this dashboard. This setting enables Amazon Q in QuickSight.
   + **Allow sharing data stories** to allow viewers of this dashboard to share data stories, that include snapshots of the dashboards visuals, with other users.
   + **Data snapshot options** - **Allow sharing scenarios** to allow viewers of this dashboard to share scenarios, that include snapshots of the dashboard's visuals, with other users.

1. Choose **Publish**.

   The dashboard is now published.

1. On the **Share dashboard** page that opens, choose the **X** icon to close it. You can share the dashboard later by using the sharing option on the dashboard page.