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Effective Business Intelligence with QuickSight

You're reading from Effective Business Intelligence with QuickSight

Product type Book

Published in Mar 2017

Publisher

ISBN-13 9781786466365

Pages 262 pages

Edition 1st Edition

Languages

Concepts

Business Intelligence

Author (1):

Rajesh Nadipalli

Table of Contents (15) Chapters

Effective Business Intelligence with QuickSight

Credits

About the Author

About the Reviewer

www.PacktPub.com

Customer Feedback

Preface

1. A Quick Start to QuickSight

2. Exploring Any Data

3. SPICE up Your Data

4. Intuitive Visualizations

5. Secure Your Environment

6. QuickSight Mobile

7. Big Data Analytics Mini Project

8. QuickSight Product Shortcomings

Loading data from Salesforce to QuickSight

In this section, we will review how QuickSight can connect to your Salesforce account and visualize data.

Pre-requisites

You must have valid Salesforce credentials and objects or reports that you have access to in Salesforce. QuickSight supports the enterprise edition, unlimited edition, and developer edition of Salesforce.

Note

Currently Salesforce joined reports are not supported by QuickSight.

Creating a dataset from Salesforce

In this section, we will review how to connect to your Salesforce account and report customer accounts. Follow these steps:

From the QuickSight home page, click on Manage data.
Next, select New data set and then select Salesforce option.
Type a name for this data source as SalesforceCustomers and click on the Create data source button, as shown in the following screenshot:

Figure 2.34: Salesforce new source
You will be redirected to the Salesforce login page, enter your username and password.
Now that QuickSight is connected to...

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Authors (1)

Rajesh Nadipalli

Rajesh Nadipalli is currently a Sr. Director at PPD Enterprise data group and is responsible for empowering data and analytics-driven insights for clinical research and life science use cases. He is leading the next generation cloud data lake with governance, Machine Learning, AI and advanced analytics. In his previous role, he was Director of Professional Services and Support at Zaloni; an award-winning provider of enterprise Data Lake management solutions that enables global clients to innovate and leverage big data for business impact. Raj led big data technical proof-of-concept, solution architecture and post-sales product support for clients that included AIG, NBCU, Verizon, Du, American Express, Netapp and Dell EMC. Throughout his 20+ years of IT experience, Raj has had a passion for data and held various roles as Big Data Architect, DBA, business intelligence architect, and ETL developer. He is also the author of Effective Business Intelligence with QuickSight and HDInsight Essentials. Raj is also a regular blogger and his articles are published in Zaloni blog, Youtube, Dataflow and DBZone. Raj holds an MBA from North Carolina State University and a BS in EE from the University of Mumbai. https://www.linkedin.com/in/nadipalli/

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