Using FL3XX BRIGHT: Editor Role

To access AWS QuickSight, please use the appropriate link based on your instance location:

- For instances hosted on app.fl3xx.com, click here: EU-Central-QS

- For instances hosted on app.fl3xx.us, click here: US-East-QS

As an Editor, you'll work directly with AWS QuickSight to create, customize, and manage analyses and visualizations. This role involves using QuickSight's powerful analytics to turn raw data into actionable insights displayed in BRIGHT. 

First, let's start with the following Walk-Through Tutorials: 

Editor Module - Part 1

Get started with Quicksight and learn how to create a simple analysis.

Editor Module - Part 2

Dive deeper into QuickSight features and learn how to enhance your content. 

Familiarization with BRIGHT and QuickSight

FL3XX BRIGHT comes with a pre-created sample Analysis and Dashboard. This sample is designed to help you familiarize yourself with the tool.

By exploring and interacting with this ready-made sample, you can quickly get comfortable with the features and capabilities of BRIGHT and Amazon QuickSight.

Rest assured, any modifications you make while creating visualizations, dashboards, or reports will not affect your underlying data or operational processes.
And, should you accidentally delete the sample analysis, our support team can swiftly replace it for you.

Sample Analysis

Here's what you can do with the sample analysis:

• Explore: Navigate through the various dashboards and visualizations to see how data is presented.
• Interact: Click on different elements, apply filters, and drill down into the data to understand the interactive capabilities.
• Customize: Make adjustments to the existing analysis to see how changes affect the visualizations and insights.

Key aspects to focus on include:

• Analysis Navigation: Learn how to move between different tabs and access various types of visualizations and different datasets.
• Data Interaction: Practice filtering data, drilling down into details, and manipulating visual elements to get the desired insights.
• Customization: Experiment with creating new visualizations or modifying existing ones to suit your specific needs.

Once you have familiarised yourself you can use the following tutorials to begin creating your own custom visualizations and dashboards. The best way to learn how to use BRIGHT is through hands-on experience, so don't hesitate to dive in to the following tutorials and start experimenting!

Tutorials and Further Information

1. Create an analysis
2. Modify visuals
3. Create a dashboard
4. Sharing Reports
5. Generating a Forecast
6. Email Report Scheduling

1. Creating An Analysis

An analysis in AWS QuickSight is an interactive workspace where users can explore data and create multiple visualizations. It allows for data manipulation, filtering, and detailed exploration, producing comprehensive insights that can be shared through dashboards.

Learn how to create an analysis here.

2. Modifying Visuals

In BRIGHT your graphs and tables are called visual types. You can create whatever suits best to you and your organization, and turn boring numbers or lists into dynamic and attractive visuals. From an AutoGraph that allows you to create a visual type based on the number and type of fields you select; to the famous pie chart, bar charts, and histogram; to a tree map, stacked bar combo chart, or a Sankey diagram for your most common routes. And not forgetting pivot tables, tables, and heat maps. 

In BRIGHT, merging data from separate datasets is currently restricted by our row-level security (RLS) framework, which prevents data fields from being joined across multiple datasets in one visual. To work with fields from multiple datasets, you will need to create a separate visual for each dataset within a single tab.

Note: FL3XX is actively working on a “single dataset per customer” model to enhance data handling capabilities and facilitate the creation of joined datasets. We are currently conducting tests to ensure that updates are seamless and that data security is maintained. We will provide updates as soon as a stable solution becomes available for customer use.

Learn more about modifying visuals here.

3. Creating A Dashboard

After completing your analysis and visualizations, the next step is to create a dashboard. A dashboard is a collection of visualizations from one or more analyses, organized into a single, interactive interface. It allows you to present and share your insights with others in a clear and cohesive manner. Dashboards enable users to view and interact with multiple visualizations simultaneously, making it easier to monitor key metrics and make data-driven decisions.

Learn more about creating a dashboard here.

4. Sharing Reports

Start creating and sharing customized and paginated visuals with a specific group of users by utilizing a single BI solution. The process of dashboard publishing is streamlined and overseen by the IAM user. By selecting "Publish" dashboard from the respective Analysis, IAM users can share dashboards with Reader users. All dashboards within the Dashboards page will be made available on the Web App for all Reader users to access.

If you are not the IAM user, you can share your Dashboard with the IAM user to have it automatically shared on the Web App. Simply complete one more step after publishing the Dashboard by sharing it with a specific user - the IAM user.

5. Generating a Forecast

The forecasting feature is designed for visuals that incorporate a single date field (serving as the x-axis or dimension) and up to three metrics (such as sales or revenue).
Visual types that support this feature include line charts, bar charts, and other time-series visuals. For instance, you can construct a line chart using a date field (like Booking Date) and a metric (such as Net Price). If your visual contains multiple metrics, the forecast will apply to all metrics collectively. To forecast individual metrics, create separate visuals for each one.
To access the Forecast Option:

1. Open an analysis in QuickSight (note that forecasts can only be added in analysis mode, not in a dashboard).
2. Select the visual you wish to forecast. In the upper-right corner of the visual, click the Menu options icon (three dots).
3. Choose Add forecast. If this option is unavailable, use the "Search" function in the top menu bar to find the forecast option.

If the “Add forecast” option is not visible in the visual’s menu (three dots), it might be due to an incompatible Visual Type. Ensure the visual is a time-series chart (such as a line chart) with a single date field as the dimension and at least one numeric metric.

6. Email Report Scheduling

QuickSight mandates that recipients of scheduled reports possess active EDITOR accounts within the same subscription. 

Recommended Approach:

1. Schedule Reports to Your Account: Arrange for the report schedule to be sent to your user account.
2. Automate Email Forwarding: Set up your email client (e.g., Outlook, Gmail) to automatically forward these email reports to the recipients' email address(es). You can configure a specific subject to facilitate automatic forwarding.