Organizing assets into folders for Amazon QuickSight - Amazon QuickSight
Services or capabilities described in Amazon Web Services documentation might vary by Region. To see the differences applicable to the China Regions, see Getting Started with Amazon Web Services in China (PDF).

Organizing assets into folders for Amazon QuickSight

 Applies to: Enterprise Edition 

In Amazon QuickSight Enterprise edition, your team members can create personal and shared folders to add hierarchical structure to QuickSight asset management. Using folders, people can more easily organize, navigate through, and discover dashboards, analyses, datasets, data sources, and topics. Within a folder, you can still use your usual tools to search for assets or to add assets to your favorites list.

You can use the following types of folders with QuickSight:

  • Personal folders to organize work for yourself.

    Personal folders are visible only to the person who owns them. You can't transfer ownership of personal folders to anyone else.

  • Shared folders:

    • Shared folders organize work and simplify sharing among multiple people. To create and manage shared folders, you need to be a QuickSight administrator.

    • Shared restricted folders are a type of shared folder in QuickSight that ensure that assets remain in the shared folder. Assets that are created from assets that exist within a shared restricted folder must also stay in the restricted folder. Assets that are located in restricted folders can't be moved or shared outside of the restricted folder. For example, if you create a dataset that uses a data source that's located in a shared restricted folder, the new dataset can't be moved outside of that shared restricted folder.

      Assets that are located in a restricted folder can be moved within the restricted folder tree into one or more subfolders. Subfolders of restricted folders behave like restricted folders, but dependent assets can exist in different subfolders under the same root restricted folder. The root restricted folder acts as a boundary that all assets in all subfolders can exist in as long as they remain within the root folder tree. For example, a dataset that is located in one subfolder can use a data source that is located either another subfolder in the same folder tree or in the root folder. Any supported asset type can be created in a root folder or in any of its subfolders. Users can have different roles in different subfolders. Subfolder permissions are inherited from the parent folders of that subfolder.

      Restricted folders can only be created with the QuickSight CreateFolder API operation.

    • Users that are viewers on a folder and have the Author or Admin role in QuickSight can view all asset types that are in the folder. Users that are viewers on a folder and have the Reader role in QuickSight can only see dashboards and stories that are in the folder.

    All shared folders are visible to people who have access to them.

Use the following topics to learn more about creating and configuring a folder or subfolder in QuickSight.

Topics