Lab - Exploring the Generative Business Intelligence Features in Amazon QuickSight

Overview

In this lab, you assume the role of an Author (Analyst) at AnyCompany Banking & Financial company. You leverage QuickSight’s Generative Business Intelligence(BI) capabilities, including QuickSight datasets, analysis, and QuickSight Q, to analyze the loan portfolio data and create a comprehensive dashboard that provides valuable insights to support decision-making processes.

Additionally, you explore Generative BI capabilities to gain insights from the data and share presentation-ready stories with others.

Syllabus

• Introduction to Amazon QuickSight
Overview of Amazon QuickSight and its role in Business Intelligence
Key features and capabilities
• Setup and Initial Configuration
Connecting to AnyCompany Banking & Financial data sources
Creating and managing QuickSight datasets
• Data Preparation and Transformation
Data cleaning and transformation techniques
Creating calculated fields and derived metrics
• Exploring Generative BI Capabilities
Overview of Generative BI
Using QuickSight Q for natural language querying
Real-world examples of Generative BI in action
• Building Comprehensive Dashboards
Dashboard design principles
Adding visuals, charts, and widgets in QuickSight
Implementing interactivity with filters and controls
• Analyzing the Loan Portfolio Data
Key metrics and KPIs for loan portfolio analysis
Trend analysis and performance indicators
• Insights and Storytelling with QuickSight
Crafting a narrative with data
Sharing and presenting insights using Presentation Mode
• Collaboration and Sharing
Sharing dashboards and insights with stakeholders
Setting up access permissions and data security
• Best Practices and Advanced Tips
Optimizing performance and scalability
Tips for effective data storytelling
• Conclusion and Next Steps
Review of key concepts
Further resources and learning opportunities

Subjects

Programming