Prerequisites

Install or Update the AWS CLI

CLI commands are required to complete the dashboard setup. If you need to enable your AWS CLI, follow the steps below.

Click here - to use AWS Cloudshell (recommended)
Click here - if you are using Docker
Click here - if you are using Linux x86 (64-bit)
Click here - if you are using Linux ARM
Click here - if you are using MacOS
Click here - if you are using Windows

Full details on installing, updating and uninstalling AWS CLI from supported operating systems is available here .

Enable Trusted Advisor Data Collection

There are 2 supported data collection methods:

  1. Trusted Advisor Organizational View - provides an easy way to collect Trusted Advisor checks for all accounts in your AWS Organizations without need to provision any additional resources. Only manual data refresh is supported.
  2. Trusted Advisor API via deployment of Optimization Data Collection lab - provides an automated way to collect Trusted Advisor checks for all accounts in your AWS Organizations via deployment of required AWS resources from provided AWS CloudFormation templates. Supports automated data refresh.

Please choose preferred data collection method and expand respective section below to proceed:

Trusted Advisor Organizational View
Trusted Advisor API via deployment of Optimization Data Collection lab

Prepare Athena

If this is the first time you will be using Athena you will need to complete a few setup steps before you are able to create the views needed. If you are already a regular Athena user you can skip these steps and move on to the Prepare Trusted Advisor Organizational View .

To get Athena warmed up:

  1. From the services list, choose S3

  2. Create a new S3 bucket for Athena queries to be logged to. Keep to the same region as the S3 bucket created for your Trusted Advisor Organizational View reports.

  3. From the services list, choose Athena

  4. Select Get Started to enable Athena and start the basic configuration Image of Athena Query Editor

  5. At the top of this screen select Before you run your first query, you need to set up a query result location in Amazon S3.

    Image of Athena Query Editor

  6. Enter the path of the bucket created for Athena queries, it is recommended that you also select the AutoComplete option NOTE: The trailing “/” in the folder path is required!

Configuration MUST be performed at the Athena workgroup level.

Enable QuickSight

QuickSight is the AWS Business Intelligence tool that will allow you to not only view the Standard AWS provided insights into all of your accounts, but will also allow to produce new versions of the Dashboards we provide or create something entirely customized to you. If you are already a regular QuickSight user you can skip these steps.

  1. Log into your AWS Account and search for QuickSight in the list of Services

  2. You will be asked to sign up before you will be able to use it

    QuickSight Sign up Workflow Image

  3. After pressing the Sign up button you will be presented with 2 options, please ensure you select the Enterprise Edition during this step

  4. Select continue and you will need to fill in a series of options in order to finish creating your account.

    • Ensure you select the region that is most appropriate based on where your S3 Bucket is located containing your TA report files.

      Select Region and Amazon S3 Discovery

    • Enable the Amazon S3 option and select the bucket where your Trusted Advisor Organizational View reports are located

      Image of s3 buckets that are linked to the QuickSight account. Enable bucket and give Athena Write permission to it.

  5. Click Finish & wait for the congratulations screen to display

  6. Click Go to Amazon QuickSight

    Image

  7. Check you have Amazon QuickSight Enterprise Edition

    Image