Enhance your analytics embedding experience with generative BI capabilities

HAQM QuickSight is AWS’s AI-powered business intelligence (BI) service that helps customers get insights faster and make better decisions. With QuickSight Embedded, it is easy to add insightful analytics into any application with customized, interactive visuals and dashboards, scale to hundreds of thousands of users at a low cost and without the need to manage infrastructure.

HAQM Q in QuickSight brings generative AI to business intelligence, transforming how employees interact with data through natural language capabilities like AI-powered executive summaries, customizable data stories, multi-visual data Q&A experience, and scenarios capability for advanced data analysis without specialized skills.

We announced the general availability of HAQM Q in QuickSight in April 2024 and made it possible for developers to seamlessly embed the multi-visual data Q&A experience in their apps. However, we heard from customers the need to embed other advanced HAQM Q in QuickSight features in their apps and websites.

Today, we’re excited to announce that customers can embed advanced generative AI features of HAQM Q in QuickSight within their applications and websites using the GenerateEmbedUrlForRegisteredUser or GenerateEmbedUrlForRegisteredUserWithIdentity API. With this launch, customers can embed:

Executive summary for author pro and reader pro roles in embedded dashboard and console.
Data Stories for author pro and reader pro roles in embedded console.
Generative BI-based authoring and QuickSight topics management for author pros in embedded console.
Generative Q&A experience in embedded console.

In this post, we demonstrate how to enable these new features with example use cases.

Solution overview

To enable the generative BI capabilities, you need to use the GenerateEmbedUrlForRegisteredUser or GenerateEmbedUrlForRegisteredUserWithIdentity API. To make these visible to users in the embedded console and dashboard you need to use QuickSight Embedding SDK version 2.10 or higher.

Console Embedding

You can use the optional experience configuration parameter for the QuickSight console in the GenerateEmbedUrlForRegisteredUser or GenerateEmbedUrlForRegisteredUserWithIdentity API to enable generative BI features. These features are disabled by default if no configuration is provided.

ExperienceConfiguration: {
        QuickSightConsole: {
            InitialPath: "<initial path>",
            FeatureConfigurations: {
                HAQMQInQuickSight: { 
                    GenerativeAuthoring: {
                        Enabled: true
                    },
                    ExecutiveSummary: {
                        Enabled: true
                    },
                    DataStories: {
                        Enabled: true
                    },
                    DataQnA: {
                        Enabled: true
                    }
                }
            }
        }
    }
}

To enable these features on client side, specify the following in toolbar options under contentOptions from within the QuickSight Embedding JavaScript SDK for console embedding. If set to false, ingress to executive summaries, data Q&A, and build visuals will be hidden. You can trigger the flow from custom ingress using the function in the QuickSight Embedding JavaScript SDK.

const contentOptions = {
    toolbarOptions: {
        executiveSummary: true,
        dataQnA: true,
        buildVisual: true
    }
};

Dashboard embedding

Use the optional experience configuration parameter for dashboard embedding in the GenerateEmbedUrlForRegisteredUser API to enable executive summaries for the viewers of embedded dashboard with author pro or reader pro roles:

ExperienceConfiguration: {
        Dashboard: {
            InitialDashboardId: <dashboard_id>,
            FeatureConfigurations: {
                HAQMQInQuickSight: {
                    ExecutiveSummary: {
                        Enabled: true
                    }
                }
            }
        }
    }
}

To enable Executive summaries on client side, specify the following in toolbar options under contentOptions from within the QuickSight Embedding JavaScript SDK for dashboard embedding. If set to false, ingress to executive summaries will be hidden. You can trigger the flow from custom ingress using the function in the QuickSight Embedding JavaScript SDK.

const contentOptions = {
    toolbarOptions: {
        executiveSummary: true
    }
};

Use case examples

AnyCompany, Inc. is a fictitious independent software vendor (ISV) that operates in various regions and has customers in all industry segments such as enterprise, startups, and small to medium sized businesses (SMBs). AnyCompany has thousands of users from these various customers accessing their application portal. To add differentiating value to their product, AnyCompany wants to offer generative BI capabilities to their customers. They want to enable the following use cases:

Enable multi-visual data Q&A
Build dashboards faster
Get instant insights with executive summaries
Create compelling stories

Enable multi-visual data Q&A

AnyCompany wants to enable their customers with multi-visual Q&A in both the embedded console and dashboards. Multi-visual Q&A suggests AI-generated questions and provides data previews for a quick understanding of what’s in the data to help you see how to phrase questions and what types of answers a specific topic can give. The answers contain multiple visuals presenting related data, bringing additional context to build confidence and understanding in data. You can now ask vague questions like “What are the best products” or even very simple single-value queries like a single customer or product name, and HAQM Q will bring back data it can find related to your question, including alternative suggestions if multiple parts of data match the request.

They enable DataQnA in the experience configuration parameter on the QuickSight console in the GenerateEmbedUrlForRegisteredUser or GenerateEmbedUrlForRegisteredUserWithIdentity API. They also set dataQnA to true in the toolbar options under contentOptions from within the QuickSight Embedding JavaScript SDK.

Build dashboards faster

AnyCompany want to allow their customers to focus on the task at hand (for example, visualizing sales in monthly granularity for the year 2023) without having to think about what fields to pick, what filters to add, and what visual type to pick, removing a sequence of manual point-and-click steps in BI and replacing it with the natural language query. They want customers to build complex calculations with ease. Calculations can be the most complex and daunting part of BI training for most business analysts, requiring months or even years of experience. The new generative BI calculation editor in QuickSight allows business analysts to build QuickSight expressions by describing the outcomes they want using simple English, producing complex calculations in seconds.

They enable GenerativeAuthoring in the experience configuration parameter on the QuickSight console in the GenerateEmbedUrlForRegisteredUser or GenerateEmbedUrlForRegisteredUserWithIdentity API. They also set buildVisual to true in the toolbar options under contentOptions from within the QuickSight Embedding JavaScript SDK.

Instant insights with Executive Summaries

AnyCompany want to enable their customers with instant generation of insights from dashboards using executive summaries. Executive summaries allow them to compare trends and changes in data to quickly understand business performance and identify potential areas of further investigation using natural language.

They enable ExecutiveSummary in the experience configuration parameter on the QuickSight console and dashboard in the GenerateEmbedUrlForRegisteredUser or GenerateEmbedUrlForRegisteredUserWithIdentity API. They also set executiveSummary to true in the toolbar options under contentOptions from within the QuickSight Embedding JavaScript SDK.

Create compelling stories

AnyCompany wants to enable their customers to build simple-to-share documents or presentations with simple natural language prompts, saving time ideating on how to present insights to stakeholders to inform team decisions. They select specific visuals they want to examine, describe an overall narrative (for example, “examine current sales performance calling out key products and customers, and suggest strategies to grow sales next year”), and HAQM Q in QuickSight creates a draft story explaining findings from data and making recommendations about how to grow the business. They can customize the story with additional visuals, text, images, and themes, and use HAQM Q to summarize or rewrite text to get a refined document that’s ready to share.

They enable DataStories in the experience configuration parameter on the QuickSight console in the GenerateEmbedUrlForRegisteredUser or GenerateEmbedUrlForRegisteredUserWithIdentity API.

Conclusion

In this post, we demonstrated the new console and dashboard embedding features available in QuickSight, using HAQM Q. Get started with a free 30-day trial of QuickSight today.

About the authors

Mayank Agarwal is a product manager for HAQM QuickSight, AWS’ cloud-native, fully managed BI service. He focuses on embedded analytics and developer experience. He started his career as an embedded software engineer developing handheld devices. Prior to QuickSight he was leading engineering teams at Credence ID, developing custom mobile embedded device and web solutions using AWS services that make biometric enrollment and identification fast, intuitive, and cost-effective for Government sector, healthcare and transaction security applications.

Jackson Dowden is an Associate Specialist Solutions Architect for HAQM QuickSight based in Seattle WA. He started his career as a Partner Solutions Architect at AWS and now focuses on supporting independent software vendor (ISV) customers implement HAQM QuickSight use cases.

Sindhu Chandra is a Senior Product Marketing Manager for HAQM QuickSight at AWS, bringing over a decade of experience in marketing and technology. Prior to her current role, she held marketing positions across technology leaders including HAQM, Uber, and Google, where she led cross-channel marketing strategies. She is passionate about making B2B marketing more relatable and driving inclusive marketing initiatives. Outside of work, she enjoys playing with her dog, and brewing coffee from different origins.

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