Publishing dashboards
When you publish an analysis, that analysis becomes a dashboard that can be shared and intracted with by users of your Amazon QuickSight account or, in some cases, with anonymous users that aren't on your account. You can choose to publish one sheet of an analysis, all sheets in the analysis, or any other combination of sheets that you want. When you publish an interactive sheet, that sheet becomes an interactive dashboard that users can interact with. When you publish a paginated report sheet, the sheet becomes a paginated report that generates and saves a snapshot of the report's data when you schedule a report in Amazon QuickSight. You can publish a dashboard that contains any combination of interactive sheets and paginated reports from the same analysis.
For more information about scheduling a report, see Scheduling and sending QuickSight reports by email .
For more information about viewing a report's snapshots, see Consuming paginated reports in Amazon QuickSight.
Use the following procedure to publish and optionally share a dashboard. You can also use this procedure to rename a published dashboard. A renamed dashboard retains its security and emailed report settings.
-
Open the analysis that you want to use. Choose Publish.
-
Do one of the following:
-
To create a new dashboard, choose Publish new dashboard as, and then type a dashboard name.
-
To replace an existing dashboard, do one of the following. Replacing a dashboard updates it without altering security or emailed report settings.
-
To update it with your changes, choose Replace an existing dashboard and then choose a dashboard from the list.
-
To rename it, choose Replace an existing dashboard, choose a dashboard from the list, and then choose Rename. Enter a new name to rename the existing dashboard. When you rename a dashboard, it also saves any changes you made to the analysis.
-
-
-
(Optional) Choose the sheets that you want to publish in the SHEETS dropdown. When you select sheets to add to the new dashboard, the dropdown shows how many sheets are selected for publishing. The default option is ALL SHEETS SELECTED.
If you are replacing an existing dashboard, the sheets that are already published to the existing dashboard are pre-selected in the dropdown. You can make changes to this by selecting or de-selecting sheets from the dropdown list.
-
(Optional) To allow dashboard readers to share data stories, choose Allow sharing data stories. For more information about data stories, see Working with data stories in Amazon QuickSight.
-
(Optional) Open the Advanced publish options. These options are only available if at least one sheet in the new dashboard is an interactive sheet.
Note
This is a scrollable window. Scroll down in the Publish a dashboard window to view all available options.
There are some options that you can turn off to simplify the experience for this dashboard, as follows:
-
For Dashboard options:
-
Leave Expand on-sheet controls by default cleared to show a simplified view. This is disabled by default. To show the controls by default, turn on this option.
-
Clear Enable advanced filtering on the left pane to remove the ability for dashboard viewers to filter the data themselves. If they create their own filters, the filters exist only while the user is viewing the dashboard. Filters can't be saved or reused.
-
Clear Enable on-hover tooltip to turn off tooltips.
-
-
For Visual options:
-
Clear Enable visual menu, to turn off the on-visual menu entirely.
-
Clear Enable download options if your dashboard viewers don't need to be able to download data from the visuals in the dashboard. The CSV file includes only what is currently visible in the visual at the time they download it. The viewer downloads data by using the on-visual menu on each individual visual.
-
Clear Enable maximize visual option to turn off the ability to enlarge visuals to fill the screen.
-
-
For Data point options:
-
Clear Enable drill up/down if your dashboard doesn't offer drillable field hierarchies.
-
Clear Enable on-click tooltip to turn off tooltips that appear when the reader chooses (clicks on) a data point.
-
Clear Enable sort options to turn off sorting controls.
-
-
-
Choose Publish dashboard.
If you renamed the existing dashboard, the top of the screen refreshes to show the new name.
-
(Optional) Do one of the following:
-
To publish a dashboard without sharing, choose x at the upper right of the Share dashboard with users screen when it appears. You can always share the dashboard later by choosing File>Share from the application bar.
-
To share the dashboard, follow the procedure in Sharing Amazon QuickSight dashboards.
After you complete these steps, you complete creating and sharing the dashboard. Subscribers of the dashboard receive email that contains a link to the dashboard. Groups don't receive invitation emails.
-
