Schedule e mail reviews and configure threshold based-email alerts utilizing Amazon QuickSight


Amazon QuickSight is a cloud-scale enterprise intelligence (BI) service that you should utilize to ship easy-to-understand insights to the folks you’re employed with, wherever they’re.

You’ll be able to construct dashboards utilizing combos of knowledge within the cloud, on premises, in different software program as a service (SaaS) apps, and in flat recordsdata. Though customers can all the time view and work together with dashboards on-demand of their browser or our native cell apps, generally customers favor to obtain notifications and report snapshots on a scheduled foundation or when a sure worth surpasses a user-defined threshold.

On this put up, we stroll you thru the options and means of scheduling e mail reviews and configuring threshold-based alerts.

Overview of resolution

In QuickSight Enterprise version, you possibly can e mail a report from every dashboard on a scheduled foundation or based mostly on a threshold set for KPI and gauge visuals. Scheduled reviews embody settings for when to ship them, the contents to incorporate, and who receives the e-mail.

Scheduled e mail reviews work with row-level safety so that every consumer receives reviews containing solely knowledge that’s related to them. Alert reviews embody threshold worth, alert situation, and the receiver’s e mail. To arrange or change the report despatched from a dashboard, just be sure you’re an proprietor or co-owner of the dashboard.

To obtain e mail reviews, the customers or group members have to be a part of your QuickSight account. They should have accomplished the sign-up course of to activate their subscription as QuickSight readers, authors, or admins.

On this put up, we configure the e-mail settings for a QuickSight dashboard for customers and assemble a customized e mail for every consumer or group based mostly on their knowledge permissions.

The answer contains the next high-level steps:

  1. Arrange scheduled e mail alerts on your present reviews.
  2. Arrange threshold-based e mail alerts for the prevailing reviews.
  3. View alert historical past.
  4. Arrange e mail alerts if the dataset refresh fails.

Conditions

For this walkthrough, you must have the next stipulations:

Arrange scheduled e mail alerts

To configure scheduled emails on your reviews, full the next steps:

  1. On the QuickSight console, select Dashboard within the navigation pane.
  2. Open a dashboard.
  3. On the Share menu, select E mail report.

  1. For Schedule, select the frequency for the report. For this put up, we select Repeat as soon as every week.

  1. For Ship first report on, select a date and time.
  2. For Time zone, select the time zone.
  3. For Report title, enter a customized title for the report.
  4. For (Optionally available) E-mail topic line, depart it clean to make use of the report title or enter a customized topic line.
  5. For (Optionally available) E-mail physique textual content, depart it clean or enter a customized message to show in the beginning of the e-mail.

  1. Choose Embrace PDF attachment to connect a PDF snapshot of the objects seen on the primary sheet of the dashboard.
  2. For Optimize report for, select a default structure possibility for brand new customers.
  3. Below Recipients, choose particular recipients from the record (advisable), or choose Ship e mail report back to all customers with entry to dashboard.
  4. To ship a pattern of the report earlier than you save adjustments, select Ship take a look at report.

This selection is displayed subsequent to the consumer title of the dashboard proprietor.

  1. To view an inventory of the datasets utilized by this report, select View dataset record.

  1. Select Save report or Replace report.

A “Report scheduled” message briefly seems to substantiate your entries.

  1. To instantly ship a report, select Replace & ship a report now.

The report is distributed instantly, even when your schedule’s begin date is sooner or later.

The next screenshot exhibits the PDF report seen to the consumer AlejandroRosalez. They’ve entry to knowledge the place the state is California or Texas, and town is Los Angeles or Fort Value.

The next screenshot exhibits the report seen to the consumer SaanviSarkar. They will see knowledge for any metropolis, however provided that the state is Texas.

The next screenshot exhibits the report seen to the consumer MarthaRivera. Martha can see the information for any metropolis or state.

The next screenshot exhibits that no knowledge is seen to the workshop consumer, which isn’t current within the permissions.csv file.

Arrange threshold-based e mail alerts

To create an alert based mostly on a threshold, full the next steps:

  1. On the QuickSight dashboard, select Dashboards, and navigate to the dashboard that you really want.

For extra details about viewing dashboards as a dashboard subscriber in QuickSight, see Exploring Dashboards.

  1. Within the dashboard, choose the KPI or gauge visible that you simply wish to create an alert for.
  2. On the choices menu at upper-right on the visible, select the Create alert icon.

  1. For Alert title, enter a reputation for the alert.
  2. For Alert worth, select a price that you simply wish to set the edge for.

The values which can be accessible for this feature are based mostly on the values the dashboard creator units within the visible. For instance, let’s say you might have a KPI visible that exhibits a p.c distinction between two dates. On condition that, you see two alert worth choices: p.c distinction and precise.

If the visible has just one worth, you possibly can’t change this feature. It’s the present worth and is displayed right here as a way to use it as a reference when you select a threshold. For instance, for those who’re setting an alert on precise, this worth exhibits you what the present precise value is (for instance, $5). With this reference worth, you can also make extra knowledgeable selections whereas setting your threshold.

  1. For Situation, select a situation for the edge.
    • Is above – The alert triggers if the alert worth goes above the edge.
    • Is beneath – The alert triggers if the alert worth goes beneath the edge.
    • Is the same as – The alert triggers if the alert worth is the same as the edge.
  1. For Threshold, enter a price to immediate the alert.
  2. Select Save.

A message seems indicating that the alert has been saved. In case your knowledge crosses the edge you set, you get a notification by e mail on the handle that’s related together with your QuickSight account.

View alert historical past

To view the historical past of when an alert was triggered, full the next steps:

  1. On the QuickSight console, select Dashboards, and navigate to the dashboard that you simply wish to view alert historical past for.
  2. Select Alerts.
  3. Within the Handle dashboard alerts part, discover the alert that you simply wish to view the historical past for, and develop Historical past beneath the alert title.

Arrange e mail alerts if the dataset refresh fails.

To configure emails alerts, if the your dataset refresh fails, full the next steps:

  1. On the QuickSight console, select Dataset, and select the dataset that you simply wish to set an alert for.
  2. Choose E mail house owners when a refresh fails.
  3. Shut the window.

Clear up

To keep away from incurring future fees, delete the QuickSight customers and Enterprise account.

Conclusion

This put up confirmed the way to arrange e mail scheduling of QuickSight dashboards for customers and teams, in addition to how end-users (readers) can configure alerts to be despatched to them when a price surpasses or drops beneath a given threshold.

You’ll be able to ship dashboard snapshots as emails to teams of readers, and every reader receives customized reviews as per the safety configurations set on the dataset. For extra data, see sending reviews by e mail and threshold alerts.

You’ll be able to do that resolution on your personal use instances. You probably have feedback or suggestions, please depart them within the feedback.


In regards to the Creator

Niyati Upadhyay is a Options Architect at AWS. She joined AWS in 2019 and focuses on constructing and supporting huge knowledge options that assist clients analyze and get worth out of their knowledge.

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