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How to View Amazon QuickSight Charts in Sugar

by Roxana Rangu on October 8, 2019

3 minute read

Typically used for more straightforward querying and reporting of business data, business intelligence (BI) tools can combine a broad set of data analysis applications including ad-hoc analysis and querying, enterprise reporting, and much more.

You can also process more information quicker than you can in a standard reporting tool.  Sometimes when people try to do reporting inside of Sugar with big databases - maybe millions of rows - it can bog a Sugar instance down as it tries to process all that information.

That is the point where you want to move on to a BI tool and a data warehouse to accomplish the same task.

What Does a BI Tool Look Like?

In QuickSight, you have access to all of your data fields (in this case, we are looking at Sugar fields).

Note that simply connecting your CRM database to QuickSight will display your exactly as it appears in the backend of your database — using record IDs and field names (as opposed to labels). Part of the data transformation we do at W-Systems is that we can take your database tables and make them easier to understand and use. If you are interested in this service, make sure to contact us.

Amazon QuickSight BI Dashboard

QuickSight’s interface lets you easily drag-and-drop dashlets and move them around as you see fit, you can easily adjust their size, or drill down on them to see more specific information. You can also duplicate them with a single click and then update the filtering options to personalize them for your own needs.

If you are looking for more information on Amazon QuickSight and how easy it is to set up dashboards, give our blog post on getting more out of CRM with business intelligence a read.

Meet the Sugar Integration for Amazon QuickSight 

As our customers are searching for more complex data analysis and reporting, we started looking into connecting a BI tool to Sugar. Since we use it ourselves and it comes with a very competitive pricing model (pay-per-session), we built the Sugar Connector to Amazon QuickSight. The connector enables Sugar users to add QuickSight dashlets directly within the CRM.

SugarCRM connector to Amazon QuickSight

You will have the ability to see any dashboards published from QuickSight inside of Sugar, you have the possibility to set security on it, so only certain teams could possibly get into a specific dashboard. 

 Concluding Thoughts

A BI tool offers a whole design environment for business intelligence and that’s what QuickSight provides. If you are interested in Amazon QuickSight and its integration to Sugar, send us an email and we’re happy to talk to you.

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