Prerequisites & Data

Step 1: Sign up for Amazon QuickSight

  1. Log in to the AWS Management Console.
  2. Search for QuickSight.
  3. If you have not signed up yet, you will be prompted to do so.
  4. Choose Sign up for QuickSight.
  5. Select the Enterprise edition (it offers a free trial).
  6. Follow the on-screen instructions:
    • Authentication method: Use IAM federated identity & QuickSight-managed users (default).
    • Region: Select US East (N. Virginia).
    • QuickSight account name: Enter a unique name.
    • Notification email: Enter your email.
    • Allow access: You can leave the defaults or uncheck them if we are only uploading a file. For this workshop, we don’t strictly need S3 access, but it’s good practice to leave S3 checked if you plan to use it later.
  7. Click Finish.

Step 2: Prepare Sample Data

We will use a simple CSV file for this workshop.

  1. Copy the following data and save it as a file named sales_data.csv on your computer.
Date,Region,Product,Sales,Quantity
2023-01-01,North,Laptop,1200,2
2023-01-02,South,Phone,800,5
2023-01-03,East,Tablet,400,3
2023-01-04,West,Laptop,1200,1
2023-01-05,North,Phone,800,2
2023-01-06,South,Tablet,400,4
2023-01-07,East,Laptop,1200,3
2023-01-08,West,Phone,800,6
2023-01-09,North,Tablet,400,2
2023-01-10,South,Laptop,1200,4

Alternatively, you can use any CSV file you have, but the instructions will follow this structure.