TAO Dashboard Deployment
Deployment Options
There are 3 options to deploy the TAO Dashboard. If you are unsure what option to select, we recommend using the Manual deployment
Option 1: Manual Deployment
This option is the manual deployment and will walk you through all steps required to create this dashboard without any automation. We recommend this option users new to Athena and QuickSight.
Click here to continue with the manual deployment
Stage 1 - Prepare config files
Collect information to create config files
{account}
- AWS Account in which Dashboard is deployed{region}
- AWS region for dashboard deployment{user_arn}
- QuickSight user arn with admin permissions.
Can be retrieved with following command:
aws quicksight list-users --aws-account-id {account} --namespace default --region {region} --query 'UserList[*].Arn'
{s3FolderPath}
- path to S3 folder created in Stage 1 in following format s3://{bucket_name}/reports/
{databaseName}
- AWS glue data catalog database name. You can use any existing database or create new
Create AWS Glue database

Download following files and replace placeholders with respective values
OR
download all templates in one click
Stage 2 - Create required resources and deploy dashboard
We recommend to use AWS CloudShell for workshop

Verify AWS CLI is v2.1.16 and above. Check the version by issuing the aws --version
command at the shell prompt. To upgrade AWS CLI, find the instructions here
Upload all 5 config files to CloudShell
Using CloudShell change a directory to where you’ve uploaded files in the previous step
Create resources
- Create Glue table is the metadata definition:
aws glue create-table --region {region} --cli-input-json file://athena-table.json
- Create QuickSight datasource:
aws quicksight create-data-source --aws-account-id {account} --region {region} --cli-input-json file://data-source-input.json
- Create QuickSight dataset:
aws quicksight create-data-set --aws-account-id {account} --region {region} --cli-input-json file://data-set-input.json
- Create QuickSight dashboard:
aws quicksight create-dashboard --aws-account-id {account} --region {region} --cli-input-json file://dashboard-input.json
- Get status of dashboard deployment:
aws quicksight describe-dashboard --aws-account-id {account} --region {region} --dashboard-id ta-organizational-view
NOTE: Congratulations dashboard is deployed! Please log in to QuickSight and open https://{region}.quicksight.aws.amazon.com/sn/dashboards/ta-organizational-view/ | |
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Option 2: Automation Scripts Deployment
The Cloud Intelligence Dashboards automation repo
is an optional way to create the Cloud Intelligence Dashboards using a collection of setup automation scripts. The supplied scripts allow you to complete the workshops in less than half the time as the standard manual setup.
Click here to continue with the Automation Scripts Deployment
- Follow the How to use steps
for installation and dashboard deployment. We recommend to use AWS CloudShell for automated deployment
This section is optional way to deploy TAO Dashboard using a CloudFormation template. The CloudFormation template allows you to complete the lab in less than half the time as the standard setup. You will require permissions to modify CloudFormation templates and create an IAM role. If you do not have the required permissions use the Manual or Automation Scripts Deployment.
Click here to continue with the CloudFormation Deployment
NOTE: An IAM role will be created when you create the CloudFormation stack. Please review the CloudFormation template with your security team and switch to the manual setup if required | |
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Login via SSO in your Cost Optimization account
Click the Launch CloudFormation button below to open the pre-populated stack template in your CloudFormation console and select Next

Enter a Stack name for your template such as TAO-Dashboard-QuickSight

Review Information parameter to confirm prerequisites before specifying the other parameters

Update your S3 Bucket Path to the TA Reports with the S3 path where your Trusted Advisor reports are stored. Path should look like s3://{bucketname}/reports
or s3://costoptimizationdata{account_id}/optics-data-collector/ta-data/
depending on data collection method used in Create and Upload Trusted Advisor Report
step before.

Update your Athena Database Name with the name of the CUR Athena Database where you want to deploy table for TA reports. Leave default if you are not sure which database name provide:

Update QuickSight Username parameter with your QuickSight username
To validate your QuickSight username complete the tasks below:
- Open a new tab or window and navigate to the QuickSight console
- Find your username in the top right navigation bar

- Add the identified username to the CloudFormation parameter
Update Quicksight Identity Region parameter with your QuickSight region

- Optional add a Suffix if you want to create multiple instances of the same account.
- Optional specify a Preferred Refresh Schedule for QuickSight dataset refresh. Leave empty if no automated refresh is needed.
Select Next at the bottom of Specify stack details and then select Next again on the Configure stack options page
Review the configuration, click I acknowledge that AWS CloudFormation might create IAM resources, and click Create stack.

You will see the stack will start in CREATE_IN_PROGRESS

NOTE: This step can take 5-15mins | |
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Once complete, the stack will show CREATE_COMPLETE

Navigate to Dashboards page in your QuickSight console, click on Trusted Advisor Organizational View dashboard to open it

Saving and Sharing your Dashboard in QuickSight
Now that you have your dashboard created you will need want to share your dashboard with users or customize your own version of this dashboard
- Click to navigate QuickSight steps