---
title: QuickSight
slug: hyper-portal/quicksight
docTags: 
createdAt: 2021-04-07T07:05:28.000Z
---

We can create dataset | analysis from two ways:

1.  Left main menu Dashboards and Analyses
2. You can create folder and choose `New` menu.

I recomended to create folder in the `Shared folders` with tenant name and create all items in this area. Because in this case you can share you dataset or analysis for you calleagues or partners that they can improve your analytics too. And of course, in the future **you will not be confused** to which tenant belongs to which item when will be distributed into folders.

For example, hypercharge shared folder for hypercharge tenant

![](https://archbee-doc-uploads.s3.amazonaws.com/5goaGPkGyPYxtK7K75CEC/wQ66GgMyvP6RwmFuihKz-_image.png)

That create analysis or dataset you should open folder and find `New` button.



![](https://archbee-doc-uploads.s3.amazonaws.com/5goaGPkGyPYxtK7K75CEC/cH_nZct7FPxyVg0rZ2WGT_image.png)



## Create dataset

Click Dataset item in the menu. For our case we can create dataset from `RDS` or `Aurora` sourse

![](https://archbee-doc-uploads.s3.amazonaws.com/5goaGPkGyPYxtK7K75CEC/9Zn_rmwY-9Ot5mD1T8qej_image.png)

Also you can scroll bottom and choose extising data sourse



![](https://archbee-doc-uploads.s3.amazonaws.com/5goaGPkGyPYxtK7K75CEC/peQkpza9gZpIs403t5H_f_image.png)

After you prepare new dataset don't forget click `Save` or `Save & visualize`. The second button will immediately propose to create analysis.

After click to a dataset in the your folder you can see few opportunities:

- `Refresh Now`  - refersh data from your source
- `Schedule (refresh)`  - you can set shedules when QuickSight will load data from you sorce
- `Create analysis` 



![](https://archbee-doc-uploads.s3.amazonaws.com/5goaGPkGyPYxtK7K75CEC/4u5E-kH6YDzGZa84nvGD0_image.png)

## Create analysis

You can create analysis from `New` menu in the folder or button in the window of dataset, first way ask you to choose dataset on the second step.

***Need rember that dashbord is still not dashboard for page on the portal.***

## Create dashboard

*You can only create dashboard from analyses.* 

*All changes need to do in analysis, dashboard isn't open for it. Dashboard has only sharing functionality.*

After create analysis need to publish it to dashboard that your changes will visualize on the portal page. Click `Share` -> `Publish dashboard` 



![](https://archbee-doc-uploads.s3.amazonaws.com/5goaGPkGyPYxtK7K75CEC/KUU821B2poN7gz2Gr-7lh_image.png)



You can choose existing dashboard. This makes it clear that we can publish one analysis, possibly with different modifications, to different dashboards.


![](https://archbee-doc-uploads.s3.amazonaws.com/5goaGPkGyPYxtK7K75CEC/KzWAGe_rq5RZS6W59weYR_image.png)



So, when we publish dashboard we can share it for tenant or user from this tenant.

## Share for user or group

When dashboard is openning you can click `Share` -> `Share dashboard` (this menu is positioned as in the analysis)



![](https://archbee-doc-uploads.s3.amazonaws.com/5goaGPkGyPYxtK7K75CEC/GB99NV6YcbOrD76MAtKTD_image.png)

You can share for one user, like `Devs admin`  or `Hyper Coaches`  in the picture or for all users in the tenant by choosing group, like `hypercharge-prod` in the picture.