Using the Amazon FinSpace homepage
Important
Amazon FinSpace Dataset Browser will be discontinued on March 26,
2025. Starting November 29, 2023, FinSpace will no longer accept the creation of new Dataset Browser
environments. Customers using Amazon FinSpace with Managed Kdb Insights
When you sign in to the Amazon FinSpace web application, you see the FinSpace homepage. For details on how to sign in, see Signing in to the Amazon FinSpace web application. This section walks you through the various parts of the homepage. Note that most features are enabled by permissions and if your user is not a member of a permission group with permissions, such as Access Notebooks, you will not see the Go to Notebook button at the left side of the homepage. For more information on permissions, see Managing user permissions with permission groups.
Left navigation bar
The navigation bar on the left consists of the following controls:
Amazon FinSpace icon – Is located in the top left corner and functions as a home link. Choosing this icon from anywhere in the application returns you to the homepage.
Dashboard – Opens a dashboard view of the homepage.
Catalog – Opens the data browser and the browse results page.
Go to Notebook – Opens a FinSpace notebook in a new tab of your browser. This control is visible only if your user is a member of a permission group with necessary permissions.
Administrative controls – The left navigation consists of the following controls that provide access to the administrative functions in FinSpace. Each menu item will take you to the function for that feature. These functions will be visible on the menu only if your user is a member of a permission group with necessary permissions.
Add Data – Opens the Add Data page, where you can quickly upload a data file and create a new dataset to store the data file. For more information, see Adding and managing data in Amazon FinSpace.
Manage Data – Opens the Manage Data page, where you can configure a business data catalog for browsing datasets by using categories, controlled vocabularies, and attribute sets. You can also add data from this page.
Users and Groups – Opens the Users and Permission Groups page, where you can create permission groups and assign users. For more information, see Managing user permissions with permission groups.
API Credentials – Opens the API Credentials page, from where you can get the credentials to access the FinSpace data API operations. These credentials are only valid for 60 minutes. After the credentials expire, you need to choose the refresh icon to generate new credentials.
Audit Report – Opens the Generate Audit Report page, from where you can generate audit reports to identify the type of user activity that has occurred within FinSpace for a period of time.
Top navigation bar
The top navigation bar consists of the following controls:
Keyword search box – This search box enables you to enter text to search for datasets in FinSpace.
User profile menu – The user profile menu on the far right of the navigation bar that shows your user initials provides access to your user profile, links to the documentation, tutorial videos about using FinSpace, and the ability to log out of FinSpace. If you select your name you can see what permission groups you are a member of.
Catalog
Choosing this button takes you to the browse results page that contains the data browser, where you can browse datasets with categories that you can configure yourself. Selecting any of these nodes will take you to a results page that will find you all the datasets in FinSpace that are associated with that selected category.
Action cards
In the bottom section of the homepage you will find action cards titled Add Data, Find Data, Analyze Data, Add users, and Configure Catalog. Each card provides guidance to help you get started with FinSpace.
Status of data views
This section shows your most recently created data views of datasets including the status of processing when you create a new view. You can also display views with partitions and sorting by choosing schema columns at the time of creating a data view. You can choose the dataset name to go to the dataset details page. The Analyze button at the bottom of the card allows you to access a notebook with a sample code to access the view.
If you select to access the data view externally using the FinSpace API while creating the data view, you will see the External API Access button at the bottom of the card. Choose this button to access the data view using your FinSpace API credentials.
