Post Syndicated from Kareem Syed-Mohammed original https://aws.amazon.com/blogs/big-data/amazon-quicksight-1-click-public-embedding-available-in-preview/

Amazon QuickSight is a fully managed, cloud-native business intelligence (BI) service that makes it easy to connect to your data, create interactive dashboards, and share these with tens of thousands of users, either directly within a QuickSight application, or embedded in web apps and portals.

QuickSight Enterprise Edition now supports 1-click public embedding, a feature that allows you to embed your dashboards into public applications, wikis, and portals without any coding or development needed. Anyone on the internet can start accessing these embedded dashboards with up-to-date information instantly, without any server deployments or infrastructure licensing needed! 1-click public embedding allows you to empower your end-users with access to insights.

In this post, we walk you through the steps to use this feature, demonstrate the end-user experience, and share sample use cases.

Solution overview

1-click public embedding requires an administrator of the QuickSight account to enable this feature and use session-based pricing. After you complete the prerequisites (see the following section), the 1-click embedding process involves three simple steps:

1. Enable public access on the dashboard
2. Allow list the domain where you want to embed the dashboard in QuickSight
3. Embed the dashboard

Prerequisites

1. The account needs to have session capacity pricing enabled
2. As a prerequisite, make sure your QuickSight account is enabled for dashboards to be shared by the public. Because this feature allows dashboards to be enabled for any user, the usability of this feature must be enabled by an administrator of your QuickSight account with the following AWS Identity and Administration (IAM) permissions:

   {
       "Version": "2012-10-17",
       "Statement": [
           {
               "Action": "quicksight:UpdatePublicSharingSettings",
               "Resource": "*",
               "Effect": "Allow"
           }
        ]
   }

After you enable this policy, you can activate the account-level settings.

1. Sign in to your QuickSight account.
2. On the user name drop-down menu, choose Manage QuickSight.
   
3. Choose Security & permissions in the navigation pane.
4. Under Public access to dashboards, choose Manage.
   
5. Enable the setting Everyone on the internet to allow public access.
   
6. Confirm this setting and choose Accept.
   

Enabling this setting doesn’t automatically enable all the dashboards to be accessed by anyone on the internet. It gives the ability for authors of the dashboards to individually enable the dashboard to be accessed by anyone on the internet via the share link or when embedded.

Enable public access permissions on the dashboard

After you create a QuickSight dashboard, to enable public access, complete the following steps:

1. On the QuickSight dashboard, on the Share menu, choose Share dashboard.

Only owners and co-owners of the dashboard can perform this action.

2. Under Enable access for, turn on Anyone on the internet (public).
   

This setting allows you to share this dashboard with anyone on the internet via the share link or when embedded.

3. Accept this setting and choose Confirm.
   

You now have the option to copy the link or the embed code to share the dashboard. Note that when this setting is enabled, the dashboard can only be accessed using the link or when embedded using the embed code.

After you enable the dashboard for public access, you can see badges on the dashboard as follows.

The dashboard toolbar has a PUBLIC badge.

The dashboards grid view has an eye icon for each dashboard.

The dashboards list view has an eye icon for each dashboard.

Disable the public access

You can disable the public access of your dashboards in two ways:

1. Disable the Anyone on the internet setting for the dashboard (to be done by the owners and co-owners of the dashboard).
2. Disable the Public access to dashboard setting at the account level (to be done by the IAM admin). You can disable the account-level settings even if the dashboard-level setting is enabled. This still prevents the dashboards from being accessed publicly.

Allow list the domain where you want to embed the dashboard in QuickSight

The domain where the dashboard is to be embedded must be allow listed in QuickSight. For instructions, see Adding domains for embedded users.

Embed the dashboard

After you set your desired access to the dashboard, you can choose Copy embed code, which copies the embed code for that dashboard. This code embeds the dashboard when added to an internal application.

The copied embed code is similar to the following code:

    <iframe
        width="960"
        height="720"
        src="https://quicksight.aws.amazon.com/sn/
        embed/share/accounts/accountid/dashboards/dashboardid">
    </iframe>

To embed the dashboard in an HTML page, open the HTML of the page where you want to embed the dashboard and enter the copied embed code into the HTML code.

If your public-facing applications are built on Google Sites, to embed your dashboard, open the page on Google Sites, then choose Insert and Embed. A pop-up window appears with a prompt to enter a URL or embed code. Choose Embed code and enter the copied embed code in the text box.

Make sure to allow list the following domains in QuickSight when embedding in Google Sites: https://googleusercontent.com (enable subdomains), https://www.gstatic.com, and https://sites.google.com.

After you embed the dashboard in your application, anyone who can access your application can now access the embedded dashboard.

Sample use cases

1-click public embedding enables you to embed your dashboards into public applications, wikis, and portals without any coding or development needed. In this section, we present two sample use cases.

For our first use case, a fictitious school district uses 1-click public embedding to report on the teachers’ enrollment in the district. They built a dashboard and used this feature to embed it on their public-facing site.

For our second use case, a fictitious fintech that provides investment solutions is using 1-click public embedding to show how their investment compares against other well-known indexes and commodities. They used this feature to add this comparison dashboard on their public-facing marketing pages.

Try out 1-click public embedding

To try out this feature, see Embed Amazon QuickSight dashboard in seconds. In this demo, you can change the dashboard between a logistics or sales dashboard by choosing Change Dashboard and entering the embed code for the dashboard you want to render on the site.

Conclusion

With 1-click public embedding, you can now embed rich and interactive QuickSight dashboards quickly and easily. Enable your end-users to dive deeper into their data through embedded dashboard with the click of a button—and with no infrastructure setup or management, scale to millions of users. 1-click public embedding is now in preview; to access this feature, please contact [email protected].

QuickSight also supports embedding in SaaS apps without any user management needed. For more information, refer to Embed multi-tenant dashboards in SaaS apps using Amazon QuickSight without provisioning or managing users.

To stay up to date on QuickSight embedded analytics, check out what’s new with the QuickSight User Guide.

About the Authors

Kareem Syed-Mohammed is a Product Manager at Amazon QuickSight. He focuses on embedded analytics, APIs, and developer experience. Prior to QuickSight he has been with AWS Marketplace and Amazon retail as a PM. Kareem started his career as a developer and then PM for call center technologies, Local Expert and Ads for Expedia. He worked as a consultant with McKinsey and Company for a short while.

Srikanth Baheti is a Specialized World Wide Sr. Solution Architect for Amazon QuickSight. He started his career as a consultant and worked for multiple private and government organizations. Later he worked for PerkinElmer Health and Sciences & eResearch Technology Inc, where he was responsible for designing and developing high traffic web applications, highly scalable and maintainable data pipelines for reporting platforms using AWS services and Serverless computing.-

Post Syndicated from Kareem Syed-Mohammed original https://aws.amazon.com/blogs/big-data/send-custom-branded-email-reports-from-amazon-quicksight/

Amazon QuickSight is a fully-managed, cloud-native business intelligence (BI) service that makes it easy to connect to your data, create interactive dashboards, and share these with tens of thousands of users, either directly within QuickSight application, or embedded in web apps and portals.

QuickSight Enterprise Edition now supports the ability to send custom branded email reports. You can customize the email sender domain for email reports sent from QuickSight, along with the logo and header color of the email, as well as footer text of the email. If you have your dashboard embedded in your own application, you can also customize the URL to open the dashboard from the email to the URL of your application. This lets you customize emails to reflect your corporate branding, whether you want to send these reports to 1000s of your internal users or external customers.

In this post, we will go through the following:

1. Steps to implement the solution
   1. Create a customized email template
   2. Create an email schedule and subscribe email recipients
2. End user experience
3. Sample use case

Solution overview

Step 1: Create a customized email template

This new feature lets you customize your email with the following customization options:

1. Custom sender email address
2. Custom logo in the email header and custom header color
3. Custom link to open the dashboard (if your dashboard is embedded in your own application)
4. Custom footer

You can customize all or any of these options. To customize, create an email template in your QuickSight account, which will be used when sending email reports for any dashboard to any user. This email template is specific to the AWS region and account it is created in.

Log in to QuickSight as an admin, and select your name in the top right, then in the menu select “Manage QuickSight” as shown in the following screenshot:

In the next screen, select “Account Customization”, and you will see the available account customization options. Under the “Email report template” section, select “Update” as shown in the following screenshot. You must have the right IAM Identity-Based Policies assigned to you to create or edit the template.

In the next screen, you can set customizations that we will see one by one.

Customize sender email address

This option lets you set a custom email address or use QuickSight’s email address <[email protected]> to send email reports. To select sending via QuickSight email address, select the radio button for QuickSight.

To send a custom email, select the radio button for custom email setting. At this time, only verified email addresses can be used for a custom email address. SES and QuickSight must be in the same AWS account and region. If you do not have an SES account, then you can get started <HERE> with SES’ free tier of XX. Steps to add a custom email address.

1. Add a verified SES email address and click “Verify email”. If you get an error, then refer here for creating a verified SES email address.
   
2. Once the email address is verified, you must authorize QuickSight to send emails on your behalf. To do this, copy the given “Authorization Policy”, and add it as a “Sending authorization policy” for your verified email address in SES. Refer here to learn about SES sending authorization policy.
   
   As we can see in the screenshot above, once the authorization policy is verified, QuickSight is authorized to send email using the SES email address.
3. You can set a friendly name for the email address as shown in the following screenshot.
   

Customize logo

Email reports from QuickSight have a QuickSight logo in the header of the email body. You can choose to select a custom logo, use QuickSight logo, or have no logo by selecting the corresponding radio button.

When you select the “Custom logo” option, you can select your own logo (for format jpg, jpeg, or png) and a maximum file size of 1MB. Your logo will be scaled to a height of 32px, maintaining the aspect ratio. When you upload the logo image, you get an option to set the background color (as a HEX code) of the header in the email report.

Select where the dashboard opens

Email reports have an image of the first sheet of the QuickSight dashboards. In order for the recipient to interact with the dashboard, email reports also provide a link to open the dashboard. By default, this link opens the dashboard in the QuickSight application. Now you can select where the dashboard opens. If you have embedded the dashboard in your application, then you can provide the URL of your application. Moreover, you can choose to hide the option to disable opening the dashboard from the email entirely. Please see the following screenshot for reference.

If you want to add your custom link, then you will have to add the following query parameters – account-id, dashboard-id, and region – to your link. QuickSight will populate these parameters at runtime, and when your customers select the open dashboard link from the email, they will be taken to the link you have provided. With the account-id, dashboard-id, and region now available with the link, you can provide logic to take your customers to where you have embedded the dashboard in your application.

Custom footer

Email reports default QuickSight footers have content and a link related to QuickSight and QuickSight application. You have an option to customize the footer or hide the entire footer. Please refer to the following screenshot for reference.

If you select the option to set a custom footer, then you can provide custom text and hyperlink content in the textbox. At this time, we only allow plain text.

Step 2: Create an email schedule and subscribe recipients

Once your QuickSight account has an email template saved, any email report sent in the same AWS region will use this template. To send an email report, the author of the dashboard should create an email schedule for the dashboard and assign recipients to that schedule.

To set a schedule, the  dashboard author should open the dashboard in QuickSight application, select “Share” in the top right, and select “Email report” in the menu. Please refer to the following screenshot for reference.

You will be taken to the “Edit email report” screen, where you can create a schedule for the email to be sent and add email recipients. Please refer to this documentation on sending reports by email and this post for sending personalized email reports.

If you are embedding dashboards in your application, then your readers cannot subscribe to the schedule from the embedded dashboard. Authors must add those readers to the recipient list through the steps stated above. Therefore, your readers must be provisioned in QuickSight.

End user experience

The end user gets the email as per the schedule set. If the email template has been set, then recipients get the look and feel of the email based on the customization done on the template. The following screenshot shows the email with a custom look and feel.

As you can see, this email has the following:

1. From address customized to [email protected] with a friendly name, “data-insights-team”
2. Logo customized to a brand logo, and header customized to the brand green shade
3. Dashboard open link customized to take customers to your app if the dashboard is embedded in that app
4. Footer customized with a custom message

Use case

ShipPronto is a logistics service provider for heavy machinery. It has many customers that store their heavy machinery at ShipPronto’s warehouse. When customers get purchase orders on these machineries, they have ShipPronto fulfill those orders on their behalf from its warehouse. ShipPronto has an application where each customer can login and see rich data on their order shipment and machinery quantity at the warehouse. ShipPronto uses QuickSight dashboard embedded in its application to provide the insights. Furthermore, it sends daily emails to its customers on this dashboard. It’s using the email customization feature of QuickSight to customize the look and feel of the email so that customers receiving the email get a seamless experience.

Below is the customized email that their customers receive daily with the sender email address, logo, header color, and footer customized.

When customers click on the “Open Dashboard” link in the email, they are taken to ShipPronto’s app, on which they must log in, as shown in the following screenshot.

Once the customers log in, based on the query string parameters that were passed along with the custom URL (which was set as part of the URL, to open the dashboard in the email template), ShipPronto can take its customers to the page where they have this dashboard embedded.

This experience means that ShipPronto’s end users see the ShipPronto branded email and get a seamless experience where they access the embedded dashboard, in the application, from the email.

Conclusion

Email customizations let you send branded email reports to your customers, thereby enabling a seamless experience when customers are accessing the email or the application where the dashboard is embedded. And all of this is done without any infrastructure setup or management, while scaling to millions of users. For more updates from QuickSight embedded analytics, see What’s New in the Amazon QuickSight User Guide.

About the Author

Kareem Syed-Mohammed is a Product Manager at Amazon QuickSight. He focuses on embedded analytics, APIs, and developer experience. Prior to QuickSight he has been with AWS Marketplace and Amazon retail as a PM. Kareem started his career as a developer and then PM for call center technologies, Local Expert and Ads for Expedia. He worked as a consultant with McKinsey and Company for a short while.

Kenz Shane is a UI Designer for Amazon QuickSight. As part of the product’s Business Intelligence User Experience (BIUX) team, she specializes in creating customer-focused visual interfaces. Previously, she worked with the Experience Innovation Group at Dell, serving as a subject matter expert in enterprise-grade user interface (UI) design, accessible data visualization, and design systems. Kenz has provided art direction and design for clients across multiple industries, including Nordstrom, Columbia Hospitality, AIGA, and Warner Bros.

Raji Sivasubramaniam is a Specialist Solutions Architect at AWS, focusing on Analytics. Raji has 20 years of experience in architecting end-to-end Enterprise Data Management, Business Intelligence and Analytics solutions for Fortune 500 and Fortune 100 companies across the globe. She has in-depth experience in integrated healthcare data and analytics with wide variety of healthcare datasets including managed market, physician targeting and patient analytics. In her spare time, Raji enjoys hiking, yoga and gardening.

Srikanth Baheti is a Specialized World Wide Sr. Solution Architect for Amazon QuickSight. He started his career as a consultant and worked for multiple private and government organizations. Later he worked for PerkinElmer Health and Sciences & eResearch Technology Inc, where he was responsible for designing and developing high traffic web applications, highly scalable and maintainable data pipelines for reporting platforms using AWS services and Serverless computing.-