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1.0 How to Sign In to QuickSight
Use the following links to access QuickSight:
- Production (Waves 1-3): https://ds.calstate.edu/?svc=quicksight&env=prod
- Stage (Wave 4): https://ds.calstate.edu/?svc=quicksight&env=stage
***Please bookmark the link above.
2.0 Create a New Analysis
- On the QuickSight homepage, click 'Analyses' in the left-hand menu.
- Click the 'New analysis' button.
- Choose a dataset from the list, or click 'New dataset' to upload or connect to new data.
Note: You can also use the QuickSight search feature in the upper left corner to search for the dataset.
- After you select a dataset, click the “Use in Analysis” button.
- Click the ‘Create’ button.
3.0 Build Your Visuals
- A blank visual is created on the ad hoc canvas.
Visualize Panel
- Create a visual by choosing a visual type from the ‘Visualize’ panel in the top menu.
Dataset Panel
- To add fields to the visual, use the field list in under the ‘Dataset’ Panel in the top menu:
3.1 Creating a Bar Chart
- Bar charts are ideal for comparing categorical data across different groups.
- In the ‘Visualize’ panel, click on 'Add'. Select the 'Vertical bar chart' or 'Horizontal bar chart' icon.
- Drag a dimension (e.g., 'Union Code') to the Y-axis and a measure (e.g., 'FTE') to the Value field well.
- Use the format options to customize the chart layout.
3.2 Creating a Pie Chart
- Pie charts are useful for showing proportions of a whole.
- In the ‘Visualize’ panel, click on 'Add'. Select the 'Pie chart' icon.
- Drag a dimension (e.g., 'Job Code') to Group/Color and a measure (e.g., 'Employee ID') to the Value field well.
- Customize slices and legend display in the format panel.
3.3 Creating a Table
- Tables are effective for displaying detailed data in rows and columns.
- Click on 'Add'. Select the 'Table' icon.
- Drag desired fields into the Values section.
- Format column headers, enable wrap text, and add totals as needed.
4.0 Set Filters
- Click 'Filter' in the top menu, then 'Add'.
- Choose a field, and define the filter conditions.
- Click ‘Apply’.
5.0 Save the Analysis
- Click ‘File’ → ‘Save as Analysis’.
- Enter a name for your analysis and select a folder.
- Click ‘Save’.
6.0 Publish as a Dashboard
- In the upper right corner of the analysis, click ‘Publish’.
- Enter a dashboard name.
- Choose access permissions and click ‘Publish Dashboard’.
7.0 QuickSight Resource
The following QuickSight resources are available online:
| Resource | Web Link |
| Amazon QuickSight User Guide | |
| Amazon QuickSight YouTube Tutorials | |
| Amazon QuickSight Community | |
| QuickSight Workshops | |
| 100 Level Learning Series Guided Videos |
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| 200 Level Learning Series Guided Videos |
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| 300 Level Learning Series Guided Videos |
For questions, please contact the Business Intelligence / Data Operations team at [email protected].
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