QuickSight Datasets: A Step-by-Step Guide to Importing Data

Learn how to import and manage datasets in QuickSight. Follow this step-by-step guide to connect data sources and prepare your insights.

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Accessing QuickSight Datasets

To start working with datasets in QuickSight, navigate to the Datasets tab on the left menu.

If it's your first time, you won't see any datasets yet. Click the New Dataset button in the top right corner to begin.

Importing Datasets in QuickSight

QuickSight offers multiple data source options, including:

  • AWS databases
  • Postgres
  • Salesforce
  • Snowflake
  • CSV file uploads

For this guide, we’ll use Postgres. Select Postgres, enter your credentials, and click Create Data Source.

After that, choose your schema, pick your dataset, and proceed to the next step.

Previewing and Saving Your Dataset

Before saving, click Edit/Preview Data to ensure all necessary fields are included.

Check the table, verify column accuracy, and confirm the dataset is correct.

Once everything looks good, click Save & Publish or Visualize to move into analysis mode.

Remember, if you make changes, always hit Save & Publish to avoid losing data.

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