I’m currently building reports using the Pixel-Perfect plugin in QuickSight and have come across several challenges. I would greatly appreciate any guidance or solutions you might have for the following issues:
Generating Reports via API Calls for Integration into Other Systems
Is there a way to generate reports through API calls in QuickSight? I need to incorporate these reports into other workflows or systems and automate the process.
Combining Multiple Datasets in a Single Visual
I want to combine more than one dataset within a single visual in my report. Is this possible with the Pixel-Perfect plugin, and if so, how can I achieve it?
Creating a Datetime Parameter with HH:MM to Log Report Generation Time
How can I create a datetime parameter that includes hours and minutes (HH:MM) to log the exact time when the report is generated?
Previewing Reports Before Exporting to PDF
Is there an option to preview the report in its final format before exporting it to PDF? This feature would be incredibly helpful for verifying the report layout and content.
Inserting Text with a Parameter Referencing the Dashboard/Report Name (Like =Globals!ReportName in Report Server)
I need to insert text that dynamically references the name of the dashboard or report, similar to how it’s done with =Globals!ReportName in Report Server. Does QuickSight offer a similar functionality?
Thank you in advance for your assistance. Any help or suggestions on these issues would be highly appreciated!
Hello @ethan, welcome to the QuickSight community!
QuickSight visuals can only support data from one dataset. For your datetime parameter, I would actually suggest creating that field on your dataset via SQL if possible. You could also create a parameter that defaults to now() or Today, but it will default to dd/mm/yyyy.
You can preview a report by sending a test to yourself prior to the report being sent out to your team, but that is a manual process. To do this automatically, I would recommend creating second schedule that only goes to your email and scheduling it to be delivered prior to when the final report is sent out.
For your last question, do you want the report to be dynamic in some way that the name or title would change? You can add parameters to your sheet names and Titles.
For automating the delivery process I recommend checking out this video from AWS:
Regarding the dataset issue, the project I’m working on is for a financial institution that relies heavily on stored procedures to generate their report datasets. Since QuickSight doesn’t support executing stored procedures or using CTEs/WITH statements, refactoring our existing processes would be a significant undertaking. We’re trying to avoid adding additional complexity with new data fields or calculations.
As for the preview option, while sending a test report to myself might work, it seems like a workaround that isn’t ideal for a large financial institution with strict processes and compliance requirements. An integrated preview feature would be more suitable for our needs to ensure accuracy before reports are disseminated.
For the report title, I’ll try using the sheet name as you suggested to see if it meets our requirements. However, given the challenges mentioned above, QuickSight might not be the most feasible tool for this particular project.
Thank you again for your assistance. I appreciate your help.