Getting started with the Amazon QuickSight API - Amazon QuickSight

Getting started with the Amazon QuickSight API

Use the topics in this section to get started using the QuickSight API.

Prerequisites

If you plan to access Amazon QuickSight through its API, make sure you're familiar with the following:

  • JSON

  • Web services

  • HTTP requests

  • One or more programming languages, such as JavaScript, Java, Python, or C#

We recommend visiting the AWS Getting Started Resource Center for a tour of what AWS SDKs and toolkits have to offer.

Although you can use a terminal and your favorite text editor, you might benefit from the more visual UI experience you get in an integrated development environment (IDE). We provide a list of IDEs in the AWS Getting Started Resource Center in the IDE and IDE Toolkits section. This site provides AWS toolkits that you can download for your preferred IDE. Some IDEs also offer tutorials to help you learn more about programming languages.

Using the Amazon QuickSight Dev Portal

The QuickSight Dev Portal helps you learn by example how to use the QuickSight API in your website or application. Currently, the Dev Portal focuses on API operations for embedded analytics.

The portal provides easy-to-use code samples to get you started. You can choose from the following three different use cases:

  • Displaying embedded dashboards to everyone (nonauthenticated users)

  • Personalizing dashboards for your users

  • Embedding dashboard authoring

The portal itself displays dashboards by using embedding for everyone.

To get started with the Dev Portal
  1. Open QuickSight Dev Portal and choose Try it on the use case that you want to view.

  2. View code examples by choosing How to embed it in the menu bar. Then choose each of the following from the navigation pane at left:

    • Configure permissions

    • Get embedding URL (code samples in Java, JavaScript, and Python)

    • Embed URL in your application

  3. Choose Download all code to download all of the code in a .zip file.

  4. Choose How to customize it to customize the dashboard, This screen is interactive, so you can choose any item in the navigation pane to view the changes live.

  5. View and download the HTML code at bottom left.

  6. Choose the QuickSight icon at upper left to return to the start page.

Developing applications with the Amazon QuickSight API

You can manage most aspects of your deployment by using the AWS SDKs to access an API that's tailored to the programming language or platform that you're using. For more information, see AWS SDKs. For more information about specific API operations, see Amazon QuickSight API Reference.

Before you can call the Amazon QuickSight API operations, make sure that you have the quicksight:operation-name permission in an IAM policy attached to your IAM identity. For example, to call list-users, you need the permission quicksight:ListUsers. The same pattern applies to all operations.

If you’re not sure what the necessary permission is, you can attempt to make a call. The client then tells you what the missing permission is. You can use asterisk (*) in the Resource field of your permission policy instead of specifying explicit resources. However, we recommend that you restrict each permission as much as possible. You can restrict user access by specifying or excluding resources in the policy, using their Amazon QuickSight Amazon Resource Name (ARN) identifier.

For more information, see the following:

To retrieve the ARN of a user or a group, use the Describe operation on the relevant resource. You can also add conditions in IAM to further restrict access to an API in some scenarios. For instance, when adding User1 to Group1, the main resource is Group1, so you can allow or deny access to certain groups. However, you can also add a condition by using the QuickSight IAM key quicksight:UserName to allow or prevent certain users from being added to that group.

Following is an example policy. It means that the caller with this policy attached can invoke the CreateGroupMembership operation for any group, if the user name they are adding to the group isn't user1.

{ "Effect": "Allow", "Action": "quicksight:CreateGroupMembership", "Resource": "arn:aws:quicksight:us-east-1:aws-account-id:group/default/*", "Condition": { "StringNotEquals": { "quicksight:UserName": "user1" } } }
AWS CLI

The following procedure explains how to interact with Amazon QuickSight API operations through the AWS Command Line Interface (AWS CLI). The following instructions have been tested in Bash but should be identical or similar in other command-line environments.

To use Amazon QuickSight API operations through the AWS CLI
  1. Install AWS SDK in your environment. For instructions, see AWS Command line Interface.

  2. Set up your AWS CLI identity and AWS Region using the following command and follow-up instructions. Use the credentials for an IAM identity or role that has the proper permissions.

    aws configure
  3. Look at Amazon QuickSight SDK help by running the following command.

    aws quicksight help
  4. To get detailed instructions on how to use an API, enter its name followed by help, as follows.

    aws quicksight list-users help
  5. Call an Amazon QuickSight API operation. The following example returns a list of Amazon QuickSight users in your account.

    aws quicksight list-users --aws-account-id aws-account-id --namespace default --region us-east-1
Java SDK

Use the following procedure to set up a Java app that interacts with Amazon QuickSight.

To set up a Java app that works with Amazon QuickSight
  1. Create a Java project in your IDE.

  2. Import the Amazon QuickSight SDK into your new project, for example: AWSQuickSightJavaClient-1.11.x.jar

  3. After your IDE indexes the Amazon QuickSight SDK, add an import line as follows.

    import com.amazonaws.services.quicksight.AmazonQuickSight;

    If your IDE doesn't recognize line this as valid, verify that you imported the SDK.

  4. Download and import external dependencies for the Amazon QuickSight SDK.

    Like other AWS SDKs, Amazon QuickSight SDK requires external dependencies to perform many of its functions. Make sure to download and import those into the same project. The following dependencies are required:

  5. Create an Amazon QuickSight client.

    You can use a default public endpoint that the client can communicate with, or you can reference the endpoint explicitly. There are multiple ways to provide your AWS credentials. In the following example, we provide a direct, simple approach.

    The following client method is used to make all the API calls that follow.

    private static AmazonQuickSight getClient() { final AWSCredentialsProvider credsProvider = new AWSCredentialsProvider() { @Override public AWSCredentials getCredentials() { // provide actual IAM access key and secret key here return new BasicAWSCredentials("access-key", "secret-key"); } @Override public void refresh() {} }; return AmazonQuickSightClientBuilder .standard() .withRegion(Regions.US_EAST_1.getName()) .withCredentials(credsProvider) .build(); }
  6. Use the client that you just created to list all the users in our Amazon QuickSight account.

    Provide the AWS account ID that you used to subscribe to Amazon QuickSight. This ID must match the AWS account ID of the caller's identity. Cross-account calls aren't supported at this time. Also, make sure that the required parameter namespace is set to default.

    getClient().listUsers(new ListUsersRequest() .withAwsAccountId("relevant_AWS_account_ID") .withNamespace("default")) .getUserList().forEach(user -> { System.out.println(user.getArn()); });
  7. See a list of all possible API operations and the request objects they use by choosing the CTRL key and clicking the client object in your IDE view of the Amazon QuickSight interface. Or find this list in the com.amazonaws.services.quicksight package in the Amazon QuickSight JavaClient .jar file.

JavaScript (Node.js) SDK

Use the following procedure to interact with Amazon QuickSight using Node.js.

To work with Amazon QuickSight using Node.js
  1. Set up your node environment using the following commands:

    • npm install aws-sdk

    • npm install aws4

    • npm install request

    • npm install url

    For information on configuring the Node.js with AWS SDK and setting your credentials, see the AWS SDK for JavaScript Developer Guide for SDK v2.

  2. Use the following code example to test your setup. HTTPS is required. The example displays a full listing of Amazon QuickSight operations along with their URL request parameters, followed by a list of Amazon QuickSight users in your account.

    const AWS = require('aws-sdk'); const https = require('https'); var quicksight = new AWS.Service({ apiConfig: require('./quicksight-2018-04-01.min.json'), region: 'us-east-1', }); console.log(quicksight.config.apiConfig.operations); quicksight.listUsers({ // Enter your actual AWS account ID 'AwsAccountId': 'relevant_AWS_account_ID', 'Namespace': 'default', }, function(err, data) { console.log('---'); console.log('Errors: '); console.log(err); console.log('---'); console.log('Response: '); console.log(data); });
Python3 SDK

Use the following procedure to create a custom-built botocore package to interact with Amazon QuickSight.

To create a custom botocore package to work with Amazon QuickSight
  1. Create a credentials file in the AWS directory for your environment. In a Linux- or macOS-based environment, that file is called ~/.aws/credentials and looks like the following.

    [default] aws_access_key_id = Your_IAM_access_key aws_secret_access_key = Your_IAM_secret_key
  2. Unzip the folder botocore-1.12.10. Change directory into botocore-1.12.10 and enter the Python3 interpreter environment.

    Each response comes back as a dictionary object. They each have a ResponseMetadata entry that contains request IDs and response status. Other entries are based on what type of operation you run.

  3. As a test, use the following example code, a sample app that first creates, deletes, and lists groups. Then it lists users in a QuickSight account.

    import botocore.session default_namespace = 'default' account_id = 'relevant_AWS_Account' session = botocore.session.get_session() client = session.create_client("quicksight", region_name='us-east-1') print('Creating three groups: ') client.create_group(AwsAccountId = account_id, Namespace=default_namespace, GroupName='MyGroup1') client.create_group(AwsAccountId = account_id, Namespace=default_namespace, GroupName='MyGroup2') client.create_group(AwsAccountId = account_id, Namespace=default_namespace, GroupName='MyGroup3') print('Retrieving the groups and listing them: ') response = client.list_groups(AwsAccountId = account_id, Namespace=default_namespace) for group in response['GroupList']: print(group) print('Deleting our groups: ') client.delete_group(AwsAccountId = account_id, Namespace=default_namespace, GroupName='MyGroup1') client.delete_group(AwsAccountId = account_id, Namespace=default_namespace, GroupName='MyGroup2') client.delete_group(AwsAccountId = account_id, Namespace=default_namespace, GroupName='MyGroup3') response = client.list_users(AwsAccountId = account_id, Namespace=default_namespace) for user in response['UserList']: print(user)
.NET/C# SDK

Use the following procedure to interact with Amazon QuickSight using C#.NET. This example is constructed on Microsoft Visual for Mac; the instructions can vary slightly based on your IDE and platform.

To work with Amazon QuickSight using C#.NET
  1. Unzip the nuget.zip file into a folder called nuget.

  2. Create a new Console app project in Visual Studio.

  3. Under your solution, locate app Dependencies, then open the context (right-click) menu and choose Add Packages.

  4. In the sources list, choose Configure Sources.

  5. Choose Add, and name the source QuickSightSDK. Browse to the nuget folder and choose Add Source.

  6. Choose OK. Then, with QuickSightSDK selected, select all three Amazon QuickSight packages:

    • AWSSDK.QuickSight

    • AWSSDK.Extensions.NETCore.Setup

    • AWSSDK.Extensions.CognitoAuthentication

  7. Choose Add Package.

  8. Copy and paste the following sample app into your console app editor.

    using System; using Amazon.QuickSight.Model; using Amazon.QuickSight; namespace DotNetQuickSightSDKTest { class Program { private static readonly string AccessKey = "insert_your_access_key"; private static readonly string SecretAccessKey = "insert_your_secret_key"; private static readonly string AccountID = "AWS_account_ID"; private static readonly string Namespace = "default"; // leave this as default static void Main(string[] args) { var client = new AmazonQuickSightClient( AccessKey, SecretAccessKey, Amazon.RegionEndpoint.USEast1); var listUsersRequest = new ListUsersRequest { AwsAccountId = AccountID, Namespace = Namespace }; client.ListUsersAsync(listUsersRequest).Result.UserList.ForEach( user => Console.WriteLine(user.Arn) ); var listGroupsRequest = new ListGroupsRequest { AwsAccountId = AccountID, Namespace = Namespace }; client.ListGroupsAsync(listGroupsRequest).Result.GroupList.ForEach( group => Console.WriteLine(group.Arn) ); } } }

Making API requests

By using the API operations for Amazon QuickSight and AWS SDKs, you can access Amazon QuickSight from your preferred programming language. Currently, you can use the Amazon QuickSight API to manage users and groups. In Enterprise Edition, you can also use the API to embed dashboards in your webpage or app.

To monitor the calls made to the Amazon QuickSight API for your account, including calls made by the AWS Management Console, command line tools, and other services, use AWS CloudTrail. For more information, see the AWS CloudTrail User Guide.

AWS provides libraries, sample code, tutorials, and other resources for software developers who prefer to build applications using language-specific API operations instead of submitting a request over HTTPS. These libraries provide basic functions that automatically take care of tasks such as cryptographically signing your requests, retrying requests, and handling error responses. These libraries help make it easier for you to get started.

For more information about downloading the AWS SDKs, see AWS SDKs and Tools. The following links are a sample of the language-specific API documentation available.

AWS SDK for Go
AWS SDK for JavaScript
AWS SDK for PHP
AWS SDK for Python (Boto3)
AWS SDK for Ruby