Welcome to Quicksight

 

Table of Contents

What is Quicksight?

How to Create an Account

Logging in and Accessing your Dashboard

Navigating your visuals

 Right Side Menu on your Visual

Additional options on your Visual

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What is Quicksight?

Quicksight is Approach's data collection and analysis tool. It is where you go to see all data not in the main app. Here you can see all of your data from membership counts, tickets and passes sold, check ins, important tax information, product inventory and more. All data in Quicksight can be exported as a csv file or directly into excel format. Quicksight is where you go for all of your data and data analysis work. 

Standard Accounts get one login per location with access to the standard dashboard. Additional logins can be purchased on a recurring monthly basis. Most clients have one login shared between all managers that need access, but this may vary depending on your gym's needs. 

Author access accounts come with an additional monthly cost. This can be navigated through your sales rep. A QuickSight Author is a user who can connect to data sources, create visuals, and analyze data. They can create interactive dashboards using advanced QuickSight capabilities such as parameters and calculated fields, and publish dashboards with other users in the account. With Author access with Approach, we can gladly provide you 

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How to Create an Account

1. Create QuickSight User 
   
   1. First we will need to know which email you would like to use for your QuickSight user. By default, you will be provided with a single read only user to the email of your choice. If we do not already have this information from you, please reach out via the Main App chat bubble.
      1. For additional users or to upgrade your user to Author Access, please reach out via the Main App chat bubble to request access.
2. Accept QuickSight Email Invite
   
   1. Once we have the email you would like to use, we will send out an invite to join QuickSight sent to the email that you provided. Note: The invite will expire after 7 days. If you need the invite resent, please reach out via the Main App chat bubble and we will resend an invite.
   2. Please check your spam folder if you are not seeing the QuickSight email invite in your inbox.
      

       

      
3. Setup your password
   1. After you click to accept invitation you will then select your password. After you set your new password you will then be able to log in.

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Logging in and Accessing your Dashboard

1. Go to the login page
   
   1. https://quicksight.aws.amazon.com
      
      Please Note: Anytime Approach pushes a new Quicksight Update, any direct links to the dashboard you may have saved to your Browser will NOT work. You will see this screen:
      
      Please save https://quicksight.aws.amazon.com to your Browser to avoid running into this issue when attempting to log in.
   
   
   
2. QuickSight account name
   1. Here you will type in "tilefive-production" in all lowercase.
      1. Note: the account name is not the same as your gym name or main app login credentials. For all users, you will use the same QuickSight account name.
         
3. Username
   1. Type in the email that was used when creating the QuickSight account.
      1. Note: Username is case sensitive, please type in all lowercase. This username is not the same as your Main App user. If you have issues logging in, please reach out via the Main App chat bubble and provide us with the email that you are logging in with along with the gym name you are associated with.
         
4. Password
   1. Type in the password that you used when setting up the account.
      1. Note: This password is not the same as your Main App password. If you have never logged into your account and you forgot the password you used when setting up your account, please reach out via the Main App chat bubble and we can resend the invite.
         
5. Access your Dashboard
   1. Once logged in, Click on the "Dashboards" option on the left menu.
   2. Then click on "Standard Dashboard" 

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Navigating your Visuals

A "visual" is a representation of data. This can be a bar graph, pie graph, or standard table.

Adjusting your filters

You will notice at the top of the visual that there is a list of filters.

If you click on the filters they will maximize. This will allow the user to select or type in the values they are looking for. (See screenshot below)

In order to clear a filter, make sure to click on the hamburger menu. Once there you are going to click on the "Reset" button.

Note: You are able to expand the tables for more detailed information.

Click on the plus (located on the left) to expand it for more information. For example:

Now, the bottom three rows will display how much each location made on that date.

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Accessing the right side menu

After you click on a visual, you will see a menu appear in the top right corner. The right side menu has 4 options.

To click out of a visual press the escape key.

 

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Right Side Menu Breakdown

1: This collapses the right side menu to hide the options.

2: Expands the visual to full screen

3: Displays the filter used to pull information for the visual. You are able to customize this.

Note: Any changes that are done to the filter are temporary. Once the page is refreshed it will return back to its default setup.

4: A hamburger menu that provides additional options:

 

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Additional Options

There are additional visual options within the hamburger button located in the top right corner of each visual.

1: Hides the + and - buttons that are located on the expanding tables.

2: Pins the column totals at the bottom of the visual. Below is an example of what this looks like while it is pinned.

3: This option will allow you to export the current visual as a CSV

4: This option will allow you to export the current visual into an Excel Sheet