# Adding visuals to Quick Sight analyses Adding visuals A *visual* is a graphical representation of your data. You can create a wide variety of visuals in an analysis, using different datasets and visual types. After you have created a visual, you can modify it in a range of ways to customize it to your needs. Possible customizations include changing what fields map to visual elements, changing the visual type, sorting visual data, or applying a filter. Quick Sight supports up to 50 datasets in a single analysis, and up to 50 visuals in a single sheet, and a limit of 20 sheets per analysis. You can create a visual in several ways. You can select the fields that you want and use AutoGraph to let Amazon Quick Sight determine the most appropriate visual type. Or you can choose a specific visual type and choose fields to populate it. If you aren't sure what questions your data can answer for you, you can choose **Suggested** on the tool bar and choose a visual that Amazon Quick Sight suggests. Suggested visuals are ones that we think are of interest, based on a preliminary examination of your data. For more information about AutoGraph, see [Using AutoGraph](autograph.md). You can add more visuals to the workspace by choosing **Add**, then **Add visual**. Visuals created after June 21, 2018, are smaller in size, fitting two on each row. You can resize the visuals and drag them to rearrange them. To create a useful visual, it helps to know what question you are trying to answer as specifically as possible. It also helps to use the smallest dataset that can answer that question. Doing so helps you create simpler visuals that are easier to analyze. ## Fields as dimensions and measures In the **Visuals** pane, dimension fields have blue icons and measure fields have orange icons. *Dimensions* are text or date fields that can be items, like products. Or they can be attributes that are related to measures and can be used to partition them, like sales date for sales figures. *Measures* are numeric values that you use for measurement, comparison, and aggregation. You typically use a combination of dimension and measure fields to produce a visual, for example sales totals (a measure) by sales date (a dimension). For more information about the types of fields expected by the different visual types, see the specific visual type topics in the [Visual types in Amazon Quick Sight](working-with-visual-types.md) section. For more information about changing a field's measure or dimension setting, see [Setting fields as a dimensions or measures](setting-dimension-or-measure.md). ## Field limitations You can only use one date field per visual. This limitation applies to all visual types. You can't use the same field for more than one dimension field well or drop target on a visual. For more information about how expected field type is indicated by field wells and drop targets, see [Using visual field controls](using-visual-field-controls.md). ## Searching for fields If you have a long field list in the **Fields list** pane, you can search to locate a specific field. To do so, choose the search icon at the top of the **Data** pane and then enter a search term into the search box. Any field whose name contains the search term is shown. Search is case-insensitive and wildcards aren't supported. Choose the cancel icon (**X**) to the right of the search box to return to viewing all fields. ## Adding a visual Use the following procedure to create a new visual. **To create a new visual** 1. Open the [Quick console](https://quicksight.aws.amazon.com/). 1. On the Quick homepage, choose the analysis that you want to add a visual to. 1. On the analysis page, choose the dataset that you want to use from the dataset list at the top of the **Data** pane. For more information, see [Adding a dataset to an analysis](adding-a-data-set-to-an-analysis.md). 1. Open the **Visualize** pane, choose **Add**, and then choose **Add visual**. A new, blank visual is created and receives focus. 1. Use one of the following options: + Choose the fields to use from the **Data** pane at left. If the fields aren't visible, choose **Visualize** to display it. Amazon Quick Sight creates the visual, using the visual type it determines is most compatible with the data you selected. + Choose the dropdown arrow next to the **ADD** button to choose a visual type. After the visual is created, choose the fields that you want to populate it. 1. Choose the icon of a visual type from the **Visual types** pane. ![\[alt text not found\]](http://docs.amazonaws.cn/en_us/quick/latest/userguide/images/visual-types.png) The field wells display the fields that are visualized. ![\[alt text not found\]](http://docs.amazonaws.cn/en_us/quick/latest/userguide/images/field-wells.png) 1. From the **Data** pane, drag the fields that you want to use to the appropriate field wells. Typically, you want to use dimension or measure fields as indicated by the color of the target field well. If you choose to use a dimension field to populate a **Value** field well, the **Count** aggregate function is automatically applied to it to create a numeric value. Amazon Quick Sight creates the visual using the visual type you selected. + Create a visual using a suggestion. On the tool bar, choose **Suggested**, then choose a suggested visual. # Importing Amazon Quick Sight visuals to an analysis Importing visuals Quick Sight authors can import Quick Sight visuals from one analysis or dashboard to a new analysis that has access privileges. When you import a visual from a Quick Sight analysis or dashboard to another Quick Sight analysis, the following dependencies are imported along with the visual. + Datasets associated with the visual + All parameters that are configured to the visual + Calculated fields that are configured to the visual + Filter definitions + Visual properties + Conditional formatting rules Use the following sections to learn more about importing Quick Sight visuals. **Topics** + [ ## Considerations ](#import-visuals-considerations) + [ ## Import a visual ](#import-visual-procedure) ## Considerations Before you import a visual, review the following limitations. + The Quick Sight author that wants to import a visual must have ownership privileges to the analysis that they want to import the visual to + Filter controls can't be imported + Importing visuals from multiple sheets at a time is not supported + Some user configurations including filter configurations that are maintained against bookmarks and alerts are not supported ## Import a visual Use the following procedure to import a visual from a source dashboard or analysis to a different analysis. 1. Open the [Quick console](https://quicksight.aws.amazon.com/). 1. Open the analysis that you want to import a visual to. 1. Choose **File**, and then choose **Import**. Alternatively, you can choose the **Import** icon in the **ADD** toolbar. 1. The **Asset explorer** modal opens. A list of all eligible source analyses and dashboards that you can access are displayed. Choose the artifact that you want to import a visual from, and then choose **LOAD**. Alternatively, enter the name of the source artifact that contains the visual that you want to import in the **Find source to insert** search bar. Choose the artifact that you want, and then choose **LOAD**. 1. In the **Select visuals to import** page that opens, choose the sheet that contains the visuals that you want to import, and then choose the visuals that you want to import. You can only import visuals from one sheet at a time. When you have chosen all visuals that you want to import, choose **IMPORT**. After a successful import job, the imported visuals are added to the destination analysis. The imported visuals retain the original properties that were configured to them in the source dashboard or analysis. Imported visuals inherit the theme-level properties from the theme that is applied to the destination analysis. # Duplicating Quick Sight visuals Duplicating visuals You can duplicate a visual to make a new copy of it on the same sheet or on a different sheet. To duplicate a visual, on the **v**-shaped on-visual menu, choose **Duplicate visual to**, then choose the sheet where you want the visual to appear. The display automatically shows you the duplicated visual. Duplicated visuals keep all the same filters and settings as the source visual. However, if you duplicate a visual onto a different sheet, all of its copied filters apply to the duplicate only. All copied filters are scoped down to apply only to that visual. If you want the filters to apply to more visuals on the new sheet, edit the filter and change the setting. Parameters and controls apply to all sheets. To make parameter controls work with a visual that you duplicate to a different sheet, add filters on the target sheet and connect them to the parameter. To do this, choose **Custom filter** as the filter type. # Renaming Amazon Quick Sight visuals Renaming visuals Use the following procedure to rename a visual. **To rename a visual** 1. On the analysis page, choose the visual that you want to rename. 1. Select the visual name at the top left of the visual and enter a new name. 1. Press **Enter** or click outside of the visual name field to save the new name. # Viewing visual data in Amazon Quick Sight Viewing visual data Amazon Quick Sight offers a variety of ways to see the details of the data being displayed in a visual. The axes or rows and columns of the visual (depending on the visual type) have labels. Hovering over any graphical element in a visual displays the data associated with that element. Some visual types use visual cues to emphasize the element that you are hovering over and make it easier to differentiate. For example, the visual type might change the color of the element or highlight it. Use the following sections to learn more about viewing data in visuals. **Topics** + [ # Viewing visual details ](viewing-visual-details.md) + [ # Scrolling through visual data ](scrolling-through-visual-data.md) + [ # Focusing on visual elements ](focusing-on-visual-elements.md) + [ # Excluding visual elements ](excluding-visual-elements.md) + [ # Searching for specific values in your data in Quick Sight ](search-filter.md) # Viewing visual details When viewing a visual, you can hover your cursor over any graphical element to get details on that element. For example, when you hover over a single bar on a bar chart, information about that specific bar displays in a tooltip. ![\[alt text not found\]](http://docs.amazonaws.cn/en_us/quick/latest/userguide/images/bar-detail.png) Hovering your cursor over a single data point on a scatter plot also displays information about that specific data point. ![\[alt text not found\]](http://docs.amazonaws.cn/en_us/quick/latest/userguide/images/scatter-plot-detail.png) You can customize the information that appears when you hover your cursor over data in a chart. For more information, see [Tooltips](customizing-visual-tooltips.md). # Scrolling through visual data For bar charts, line charts, and pivot tables, the content of the visual can be larger than the size that you want the visual to be. In these cases, scrub bars appear so you can either reduce the data that is displayed or scrub through it. This process is similar to the way that you can scrub through a video. To reduce the length of the scrub bar, hover over one end of it until the cursor changes shape. Then drag the widget to make the scrub bar larger or smaller. To scroll through the data, click and hold the scrub bar and slide it toward the end that you want to see. # Focusing on visual elements When viewing visuals, you can choose data that you want to focus on or exclude. To perform this choice, choose an element such as a bar or bubble, or a row or column header. Focusing on or excluding data causes Quick Sight to create a filter and show only the data that you selected. To remove the filter, choose **Filters** at left and then disable or delete the filter. You can also use **Undo** to remove a filter. If your visual has a legend that shows categories (dimensions), you can click on the values in the legend to see a menu of available actions. For example, suppose that your bar chart has a field in the **Color** or **Group/Color** field well. The bar chart menu displays the actions that you can choose by clicking or right-clicking on a bar, such as the following: + Focusing on, or excluding, visual elements + Changing colors of visual elements + Drilling down into a hierarchy + Custom actions activated from the menu, including filtering or URL actions # Excluding visual elements When viewing visuals, you can choose an element on the visual, and then choose to focus on the element. Elements to focus on can include, for example, a bar or bubble, or a row or column header in the case of a pivot table. The exception is that you can't exclude elements that are mapped to date fields. You can exclude multiple elements on a single chart. Excluding the element creates a filter that removes only that element from the visual. To see the excluded element again, you can either choose **Undo** on the application bar, or you can disable or delete the filter. For more information about filters, see [Filtering data in Amazon Quick Sight](adding-a-filter.md). # Searching for specific values in your data in Quick Sight Searching for specific values When filtering your visual data, previewing anomalies, or using list or dropdown controls in a dashboard, you can quickly search for values that interest you. You can search for specific values or all values that contain a specific search query. For example, searching for *al* in a list of U.S. states returns **Al**abama, **Al**aska, and C**al**ifornia. You can also use wildcard search to search for all values that match a specific character pattern. For example, you can search for all U.S. states that end with the letters *ia* and narrow the results down to California, Georgia, Pennsylvania, Virginia, and West Virginia. **To search for values in a filter or control**, enter a search query in the search bar. ## Using wildcard search The following wildcard characters can be used to find values in Quick Sight filters, list and dropdown controls, and anomaly previews. + **\$1** - Use an asterisk symbol to search for values that match zero to many characters in a specific position. + **?** - Use a question mark to match a single character in a specific position. + **\$1** - Use a backslash to escape the **\$1**, **?**, or **\$1** wildcard characters and search for them in your query. For example, you can search for phrases that end with a question mark. Following are examples of how supported wildcard characters can be used in a Quick Sight search query. + **al** - This query searches for all values with **al** and returns Alabama, Alaska, and California. + **al\$1** - This query searches for all values that begin with **al** and end with zero to multiple characters. It returns Alabama, and Alaska in a list of U.S. states. + **\$1ia** - This query searches for all values that begin with zero to multiple characters and end with letters **ia**. It returns California, Georgia, Pennsylvania, Virginia, and West Virginia. + **\$1al\$1** - This query searches for all values with zero to multiple characters before and after the letters **al**. It returns Alabama, Alaska, and California. + **a?a?a?a** - This query searches for all values with a single character in the exact positions between the **a** letters. It returns Alabama. + **a?a\$1a** - This query searches for all values with a single character between the first two **a** letters and multiple characters between the second two **a** letters. It returns Alabama and Alaska. + **How\$1\$1?** - This query searches for values that begin with **How**, followed by zero to multiple characters, and end with a question mark. The backslash (\$1) in this query informs Quick Sight to search for question marks in each value, rather than use the question mark symbol as a wildcard character. This query returns the questions, How are you? and, How is this possible? + **\$1\$1\$1** - This query searches for values that begin with an asterisk and are followed by zero to multiple characters. The backslash (\$1) in this query informs Quick Sight to search for an actual asterisk in the values, rather than use the asterisk symbol as a wildcard character. This query returns values such as \$1all, \$1above, and \$1below. + **\$1\$1\$1** - This query searches for values with a backslash, followed by zero to multiple characters. The first backslash (\$1) in this query informs Quick Sight to search for the second backslash (\$1) in each value, rather than use the backslash symbol as a wildcard character. This query returns results such as \$1Home. + **???** - This query searches for values that contain three characters. It returns values such as ant, bug, and car. # Exporting data from visuals **Note** Export files can directly return information from the dataset import. This makes the files vulnerable to CSV injection if the imported data contains formulas or commands. For this reason, export files can prompt security warnings. To avoid malicious activity, turn off links and macros when reading exported files. Using the Amazon Quick console, you can export data from any type of chart or graph. The export contains only the data in the fields that are currently visible in the selected visualization. Any data that is filtered out is excluded from the export file. You can export data into the following formats: + A text file containing comma-separated values (CSV), available for all visual types. + A Microsoft Excel workbook file (.xslx), available for pivot tables and table charts only. The following rules apply: + Exported files are downloaded to the default download directory configured in the browser that you're currently using. + The downloaded file is named for the visualization that you exported it from. To make the file name unique, it has a sequential timestamp (a Unix epoch data type). + Default limit for export to CSV format: 500 MB or 1M rows whichever comes first + Default limit for export to Excel format: + from Pivot Table visual 400K cells or 50K rows + from Table visual 800K cells or 100K rows **Note** With a subscription to Paginated Reporting, you are able to [schedule the export of visuals in CSV and Excel formats](https://docs.amazonaws.cn/quicksight/latest/user/sending-reports.html) and export up to 3M rows (CSV) and 16M cells (Excel). + You can't export data from an insight, because insights consume the data, but don't contain the data. + Quick Sight doesn't support exporting data from more than a single visualization at a time. To export data from additional visuals in the same analysis or dashboard, repeat this process for each visual. To export all the data from a dashboard or analysis, you need to connect to the original data source using valid credentials and a tool that you can use to extract data. Use the following procedure to export data from a visualization in Amazon Quick Sight. Before you begin, open the analysis or dashboard that contains the data that you want to export. **To export data from a visualization** 1. Choose the visualization that you want to export. Make sure that it is selected and highlighted. 1. At top right on the visual, open the menu and choose one of the following: + To export to CSV, choose **Export to CSV**. + To export to XSLX, choose **Export to Excel**. This option is available only for pivot tables and table charts. 1. Depending on your browser settings, one of the following happens: + The file automatically goes to your default **Download** location. + A dialog box appears so you can choose a file name and location. + A dialog box appears so you can choose to open the file with the default software or to save to. # Refreshing visuals in Quick Sight Refreshing visuals When you work in an Quick Sight analysis or dashboard, visuals refresh and reload when you change something that affects them, such as updating a parameter or filter control. If you switch to a new sheet after a parameter or filter changes, only the visuals affected by the change refresh on the new sheet. Otherwise, visuals update every 30 minutes when you switch sheets. This is the default behavior for all analyses and dashboards. If you want to refresh all visuals when you switch sheets, regardless of a change, you can do so for each analysis that you create. **To refresh all visuals each time that you switch sheets in an analysis** 1. In Amazon Quick, open the analysis. 1. In the analysis, choose **Edit > Analysis Settings**. 1. In the **Analysis Settings** pane that opens, for **Refresh Options**, toggle on **Reload visuals each time I switch sheets**. 1. Choose **Apply**. # Deleting Amazon Quick Sight visuals Deleting visuals Use the following procedure to delete a visual. **To delete a visual** 1. On the analysis page, choose the visual that you want to delete. 1. Choose the on-visual menu at the upper-right corner of the visual, and then choose **Delete**.