QuickSight Visuals - Custom Insight Narratives

In today’s video, Dylan, our talented cloud developer at West Loop Strategy, takes you through the exciting world of AWS QuickSight. As part of our AWS Analytics Expert Series, Dylan will guide you on how to build and customize narratives to create powerful insights.

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Hello, I'm Dylan, a cloud developer at West Loop Strategy, an AWS Partner. As part of our AWS Analytics expert series, we will explore how to build narratives to create custom insights in QuickSight.

Understanding QuickSight Insights

QuickSight insights are a powerful tool for enhancing dashboards. Some insights populate automatically based on your visuals and data, making it easy to add comparison metrics.

However, when creating custom insights or modifying default ones, the syntax differs from standard QuickSight calculations, which can be challenging.

Editing Default Insights

To understand the syntax, let's start with a default insight. Add an insight for the top three customers by profit and open the editor. You'll see predefined computations that you can modify.

QuickSight allows you to use functions from calculated fields, parameter values, and additional computations based on existing or new fields.

Customizing Insights with Parameters

If your insight needs filtering by a specific category using a parameter, you can apply the parameter value to dynamically update the narrative text.

By default, insights return the top or bottom three values in a category. You can modify this to display the top five or highlight only the best-performing item.

Adding Multiple Values

To display additional fields in an insight, add them to the field wells. However, they won't automatically appear in the computations.

Click "Add Computation" and select the field you want from the drop-down menu. This allows you to incorporate multiple values within a single insight.

Advanced Techniques for Custom Narratives

QuickSight narratives use loops for displaying values, but you can't nest multiple loops. Instead, use inline if statements to refine calculations.

Experiment with calculated fields and logical statements to create more diverse insights. Even simple aggregate values can provide a broader perspective to your audience.

Conclusion

Custom insights in QuickSight enhance data storytelling and improve dashboard interactivity. Try experimenting with loops, parameters, and multiple computations to create dynamic narratives.

For more AWS analytics insights or to schedule a QuickSight training session, visit West Loop Strategy.

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F.A.Q.

Find answers to common questions about cloud migrations, Amazon Web Services (AWS) and working with West Loop Strategy.

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West Loop Strategy’s mission is to combine AWS technology with deep expertise to deliver best-in-class solutions to business problems, not technology for its own sake.  That means efficient, cost-effective solutions that add value to your business.

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Our team of AWS certified Solutions Architects at West Loop Strategy is here to guide you through this transition, ensuring it's tailored to your business and its unique requirements. From initial assessment to seamless execution, we'll help you navigate the complexities of cloud migration with confidence.

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AWS is the clear leader among the public cloud providers. They have the most advanced features & products, the highest uptime, the lowest prices, and the best customer support.  Whether you are moving a solution from on-prem to the cloud, modernizing an old stack of legacy products, changing business intelligence platforms, or leaving Azure/GCP, AWS has a solution for you.

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Achieving Advanced Tier Status within the AWS Partner Network (APN) is no easy feat.  It takes a years-long track record of successful customer projects to even qualify to apply.  West Loop Strategy achieved Advanced Tier status in 2022 and has earned more AWS Service Delivery designations than any other Advanced Tier partner along the way.  For customers, this means that if you work with West Loop Strategy, you’re working with a dedicated partner trusted by AWS themselves to deliver work that demonstrates the AWS pillars of success – operational excellence, security, reliability, performance and cost efficiency.

What services does West Loop Strategy provide?

West Loop Strategy is an Advanced Tier AWS Consulting Partner specializing in end-to-end cloud solutions. Our expertise spans application development and modernization, cloud migration, AI/ML and analytics, cloud security, and DevOps. Committed to delivering scalable, secure, and high-quality solutions, West Loop Strategy helps organizations make the most of the cloud on AWS.