After careful consideration, we decided to end support for Amazon FinSpace, effective October 7, 2026. Amazon FinSpace will no longer accept new customers beginning October 7, 2025. As an existing customer with an Amazon FinSpace environment created before October 7, 2025, you can continue to use the service as normal. After October 7, 2026, you will no longer be able to use Amazon FinSpace. For more information, see [Amazon FinSpace end of support](https://docs.aws.amazon.com/finspace/latest/userguide/amazon-finspace-end-of-support.html).
# Understanding datasets in Amazon FinSpace
**Important**
Amazon FinSpace Dataset Browser will be discontinued on *March 26, 2025*. Starting *November 29, 2023*, FinSpace will no longer accept the creation of new Dataset Browser environments. Customers using [Amazon FinSpace with Managed Kdb Insights](https://aws.amazon.com/finspace/features/managed-kdb-insights/) will not be affected. For more information, review the [FAQ](https://aws.amazon.com/finspace/faqs/) or contact [AWS Support](https://aws.amazon.com/contact-us/) to assist with your transition.
Datasets are described, organized, and made browsable and searchable in Amazon FinSpace with three constructs:
+ **Categories** – Categories allow for cataloging of datasets by commonly used business terms. Categories are hierarchical in nature, allowing for each node of the hierarchy to have a name and a description. The order of the nodes within a level are defined when you define categories. The **Categories** are displayed in the data browser when you choose **Catalog** on the left navigation bar.
+ **Controlled Vocabularies** – Controlled Vocabularies are enumeration lists of attributes to describe datasets.
+ **Attribute Sets** – Attribute Sets are lists of attributes that can be applied to datasets. Attributes are metadata fields used to capture additional business context for each dataset. You can then browse and search attributes to find a dataset based on the values assigned to the attributes.
For information on how to configure your business catalog see [Tutorial: Configuring a business data catalog in Amazon FinSpace](tutorial-build-business-catalog.md).
** **Topics** **
+ [Configuring categories in Amazon FinSpace](categories.md)
+ [Configuring controlled vocabularies in Amazon FinSpace](controlled-vocabularies.md)
+ [Configuring attribute sets in Amazon FinSpace](attribute-sets.md)
+ [Tutorial: Configuring a business data catalog in Amazon FinSpace](tutorial-build-business-catalog.md)
# Configuring categories in Amazon FinSpace
**Important**
Amazon FinSpace Dataset Browser will be discontinued on *March 26, 2025*. Starting *November 29, 2023*, FinSpace will no longer accept the creation of new Dataset Browser environments. Customers using [Amazon FinSpace with Managed Kdb Insights](https://aws.amazon.com/finspace/features/managed-kdb-insights/) will not be affected. For more information, review the [FAQ](https://aws.amazon.com/finspace/faqs/) or contact [AWS Support](https://aws.amazon.com/contact-us/) to assist with your transition.
**Categories** – Categories allow for cataloging of datasets by commonly used business terms. Categories are hierarchical in nature, allowing for each node of the hierarchy to have a name and a description. The order of the nodes within a level are defined when you define categories. The **Categories** are displayed in the data browser when you choose **Catalog** on the left navigation bar.
**Note**
In order to create and manage categories, you must be a superuser or a member of a group with necessary permissions - **Manage Categories and Controlled Vocabularies**.
## Create a category
**To create a new category**
1. Sign in to the FinSpace web application. For more information, see [Signing in to the Amazon FinSpace web application](signing-into-amazon-finspace.md).
1. On the left navigation bar of the home page, choose **Manage Data**.
1. On the **Manage Data** page, choose **Manage Categories**.
1. Choose **Add New Top Level Category**.
1. Enter a name for the category. For example, `Asset Class`.
1. (Optional) Add a description for the category.
1. Choose **Add Sub-Category** to add one or more sub-categories. An addition of one category is required. You can add as many sub-categories as you like.
1. (Optional) Add a description for the sub-category.
1. Choose **Done** to add the sub-category.
1. Choose **Save**.
## Display category in the data browser
**To display a category in the data browser**
1. Sign in to the FinSpace web application. For more information, see [Signing in to the Amazon FinSpace web application](signing-into-amazon-finspace.md).
1. On the left navigation bar of the home page, choose **Manage Data**.
1. On the **Manage Data** page, choose **Manage Categories**.
1. Identify the top level category that you want to make visible in the data browser.
1. Uncheck the eye (![\[An image of the uncheck eye icon.\]](http://docs.aws.amazon.com/finspace/latest/userguide/images/04a-configuring-the-catalog/uncheck-eye-icon.png)) icon.
1. On the left navigation bar, choose **Catalog** and verify if the category is now visible in the data browser.
## Editing categories
**To edit a category**
1. Sign in to the FinSpace web application. For more information, see [Signing in to the Amazon FinSpace web application](signing-into-amazon-finspace.md).
1. On the left navigation bar of the home page, choose **Manage Data**.
1. On the **Manage Data** page, choose **Manage Categories**.
1. From the list of categories, select a category to edit.
1. Choose **Edit**.
1. In the **Edit Category** section, make the required changes.
1. Choose **Save**.
## Deleting categories
**To delete a category**
1. Sign in to the FinSpace web application. For more information, see [Signing in to the Amazon FinSpace web application](signing-into-amazon-finspace.md).
1. On the left navigation bar of the home page, choose **Manage Data**.
1. On the **Manage Data** page, choose **Manage Categories**.
1. From the list of categories, select a category that you want to delete.
1. Choose **Edit**.
1. Choose **Delete**.
1. On the dialog box that appears, choose **Remove** to confirm deletion.
# Configuring controlled vocabularies in Amazon FinSpace
**Important**
Amazon FinSpace Dataset Browser will be discontinued on *March 26, 2025*. Starting *November 29, 2023*, FinSpace will no longer accept the creation of new Dataset Browser environments. Customers using [Amazon FinSpace with Managed Kdb Insights](https://aws.amazon.com/finspace/features/managed-kdb-insights/) will not be affected. For more information, review the [FAQ](https://aws.amazon.com/finspace/faqs/) or contact [AWS Support](https://aws.amazon.com/contact-us/) to assist with your transition.
Controlled Vocabularies are enumeration lists of attributes to describe datasets.
**Note**
In order to create and manage controlled vocabularies, you must be a superuser or a member of a group with necessary permissions - **Manage Categories and Controlled Vocabularies**.
## List all controlled vocabularies
**To list all controlled vocabularies**
1. Sign in to the FinSpace web application. For more information, see [Signing in to the Amazon FinSpace web application](signing-into-amazon-finspace.md).
1. On the left navigation bar of the home page, choose **Manage Data**.
1. On the **Manage Data** page, choose **Manage Controlled Vocabularies**. All the available controlled vocabularies are listed in a table from where you can edit or duplicate them.
## Create controlled vocabularies
**To create controlled vocabularies**
1. Sign in to the FinSpace web application. For more information, see [Signing in to the Amazon FinSpace web application](signing-into-amazon-finspace.md).
1. On the left navigation bar of the home page, choose **Manage Data**.
1. On the **Manage Data** page, choose **Manage Controlled Vocabularies**.
1. On the **Controlled Vocabularies** page, choose **Create Controlled Vocabulary**.
1. Enter a name for the controlled vocabulary. For example, `US States`.
1. Choose **Add Field** to add different values for your controlled vocabulary. For example, you can add `Arizona`, `Alaska` etc. as the field names for the controlled vocabulary `US States`.
1. Choose **Save**.
## Edit controlled vocabularies
**To edit controlled vocabularies**
1. Sign in to the FinSpace web application. For more information, see [Signing in to the Amazon FinSpace web application](signing-into-amazon-finspace.md).
1. On the left navigation bar of the home page, choose **Manage Data**.
1. On the **Manage Data** page, choose **Manage Controlled Vocabularies**.
1. On the **Controlled Vocabularies** page, select a controlled vocabulary to edit.
1. Choose **Edit**.
1. In the **Edit Controlled Vocabulary** section, make the required changes.
1. Choose **Save**.
## Delete controlled vocabularies
**To delete controlled vocabularies**
1. Sign in to the FinSpace web application. For more information, see [Signing in to the Amazon FinSpace web application](signing-into-amazon-finspace.md).
1. On the left navigation bar of the home page, choose **Manage Data**.
1. On the **Manage Data** page, choose **Manage Controlled Vocabularies**.
1. From the list of controlled vocabularies, select the one that you want to delete.
1. Choose **Edit** and then choose **Delete**.
1. On the dialog box that appears, choose **Remove** to confirm deletion.
# Configuring attribute sets in Amazon FinSpace
**Important**
Amazon FinSpace Dataset Browser will be discontinued on *March 26, 2025*. Starting *November 29, 2023*, FinSpace will no longer accept the creation of new Dataset Browser environments. Customers using [Amazon FinSpace with Managed Kdb Insights](https://aws.amazon.com/finspace/features/managed-kdb-insights/) will not be affected. For more information, review the [FAQ](https://aws.amazon.com/finspace/faqs/) or contact [AWS Support](https://aws.amazon.com/contact-us/) to assist with your transition.
Attribute sets are lists of attributes that can be applied to describe datasets. Attributes are metadata fields used to capture additional business context for each dataset. You can browse and search attributes to find datasets based on the values assigned to them.
**Note**
In order to create attribute sets, you must be a superuser or a member of a group with necessary permissions - **Manage Attribute Sets**.
## List all attribute sets
**To list attribute sets**
1. Sign in to the FinSpace web application. For more information, see [Signing in to the Amazon FinSpace web application](signing-into-amazon-finspace.md).
1. On the left navigation bar of the home page, choose **Manage Data**.
1. On the **Manage Data** page, choose **Manage Attribute Sets**. All the available attributes are listed in a table. You can also choose the more (![\[An image of the More icon.\]](http://docs.aws.amazon.com/finspace/latest/userguide/images/04a-configuring-the-catalog/kebab-menu.png)) icon for options to duplicate, disable, or remove an attribute set.
## Create attribute sets
**To create an attribute set**
1. Sign in to the FinSpace web application. For more information, see [Signing in to the Amazon FinSpace web application](signing-into-amazon-finspace.md).
1. On the left navigation bar of the home page, choose **Manage Data**.
1. On the **Manage Data** page, choose **Manage Attribute Sets**.
1. On the **Attribute Sets** page, choose **Create Attribute Set**.
1. Enter a name for the attribute set. For example, `Data source and Vendor Information`.
1. (Optional) Add a description for the attribute.
1. Choose the type of fields to the attribute set.
+ **Data** – A field of type Number, String, or Boolean.
+ **Categorization** – A field that is a type of an already defined category. For example, an `Asset class`.
+ **Controlled Vocabulary** – A field that is a type of an already defined controlled vocabulary. For example, `Data Sensitivity Classification`.
![\[A screenshot that shows how to create attribute sets in FinSpace.\]](http://docs.aws.amazon.com/finspace/latest/userguide/images/04a-configuring-the-catalog/create-attribute-sets.png)
1. Choose **Save**.
## Edit attribute sets
**To edit an attribute set**
1. Sign in to the FinSpace web application. For more information, see [Signing in to the Amazon FinSpace web application](signing-into-amazon-finspace.md).
1. On the left navigation bar of the home page, choose **Manage Data**.
1. On the **Manage Data** page, choose **Manage Attribute Sets**.
1. On the **Attribute Sets** page, select an attribute set from the list to edit.
1. Choose **Edit This Attribute Set**.
1. Select an existing field to edit and remove it. You cannot change the data type for a field.
1. Choose **Save**.
## Delete an attribute set
**To delete an attribute set**
1. Sign in to the FinSpace web application. For more information, see [Signing in to the Amazon FinSpace web application](signing-into-amazon-finspace.md).
1. On the left navigation bar of the home page, choose **Manage Data**.
1. On the **Manage Data** page, choose **Manage Attribute Sets**.
1. From the list of attribute sets in the table, select the one that you want to delete.
1. Choose the more (![\[An image of the More icon.\]](http://docs.aws.amazon.com/finspace/latest/userguide/images/04a-configuring-the-catalog/kebab-menu.png)) icon and then choose **Remove**.
1. On the dialog box that appears, choose **Remove** to confirm deletion.
## Associate an attribute set with a dataset
**To associate an attribute set to a dataset**
1. Sign in to the FinSpace web application. For more information, see [Signing in to the Amazon FinSpace web application](signing-into-amazon-finspace.md).
1. On the homepage, search for a dataset using the search box.
1. On the **Catalog** page, choose the dataset name to view the dataset details page.
1. On the **Data Overview** tab, under **Details About This Dataset** section, choose the **Add Attribute Set** button.
1. From the drop down menu, select one or more attribute set to add.
1. Choose **Add Attribute Set**. The selected attribute sets get added to the dataset. You can set values for each of the attribute set you selected and choose **Save** to finish.
**Note**
Under the **Details About This Dataset** section, you can also choose **Edit** to edit the associated attribute or choose **Remove Attribute Set** to remove it from the dataset.
# Tutorial: Configuring a business data catalog in Amazon FinSpace
**Important**
Amazon FinSpace Dataset Browser will be discontinued on *March 26, 2025*. Starting *November 29, 2023*, FinSpace will no longer accept the creation of new Dataset Browser environments. Customers using [Amazon FinSpace with Managed Kdb Insights](https://aws.amazon.com/finspace/features/managed-kdb-insights/) will not be affected. For more information, review the [FAQ](https://aws.amazon.com/finspace/faqs/) or contact [AWS Support](https://aws.amazon.com/contact-us/) to assist with your transition.
The section outlines the procedures to configure a business data catalog for browsing datasets by using categories, controlled vocabularies, and attribute sets. You will take following steps in this tutorial:
+ Create categories – `Data Types` and `Data Source`.
+ Create controlled vocabulary – `Data Classification`.
+ Create attribute set with attributes of type category and controlled vocabulary – `Data and Source Information`.
+ Create a dataset – `Industrial production total index`.
+ Associate attribute set with the newly created Dataset.
+ Verify if the dataset is accessible from business data catalog via categories menu.
## Prerequisites
Before you begin, learn about the concepts that are used for configuring a business data catalog by referring to [Core concepts and terms](concepts-terms.md).
**Note**
In order to use this tutorial, you must be a member of a group with the necessary permissions - **Create Datasets**, **Manage Categories and Controlled Vocabularies**, **Manage Attribute Sets**.
## Step 1: Create categories in Amazon FinSpace
Use the following procedures to create the `Data Types` and `Data Source` categories.
**To create the `Data Types` Category**
1. Sign in to the FinSpace web application. For more information, see [Signing in to the Amazon FinSpace web application](signing-into-amazon-finspace.md).
1. On the left navigation bar of the home page, choose **Manage Data**.
1. On the **Manage Data** page, choose **Manage Categories**.
1. Choose **Add New Top Level Category**.
1. For category name, enter `Data Types`.
1. (Optional) Add a description for the category. For example, you can enter `Type of data`. This will show up as a tool tip when hovering over the menu.
1. Choose **Add Sub-Category** to add one or more sub-categories. You can add as many sub-categories as you like. In this example, for sub-category names enter `Economic Data`, `Commodities Data`, and `Alternative Data`.
1. Choose **Done** to add the sub-category.
1. Choose **Save**.
**To create the `Data Source` category**
1. Sign in to the FinSpace web application. For more information, see [Signing in to the Amazon FinSpace web application](signing-into-amazon-finspace.md).
1. On the left navigation bar of the home page, choose **Manage Data**.
1. On the **Manage Data** page, choose **Manage Categories**.
1. Choose **Add New Top Level Category**.
1. For category name, enter `Data Source`.
1. (Optional) Add a description for the category. For example, you can enter `Source of data`. This will show up as a tool tip when hovering over the menu.
1. Choose **Add Sub-Category** to add one or more sub-categories. You can add as many sub-categories as you like. In this example, for sub-category names enter `Central Bank`, `Vendor`, and `Exchange`.
1. Choose **Done** to add the sub-category.
1. Choose **Save**.
**Change visibility of the categories in data browser**
On the **Categories** page, uncheck the eye (![\[Icon of a crossed-out eye, representing a hidden or invisible state.\]](http://docs.aws.amazon.com/finspace/latest/userguide/images/04a-configuring-the-catalog/uncheck-eye-icon.png)) icon for both categories that you created in above procedures to make them visible in the data browser.
![\[A screenshot that shows how to make categories visible in FinSpace\]](http://docs.aws.amazon.com/finspace/latest/userguide/images/02b-tutorial-build-a-businessa-data-catalog/make-categories-visible.png)
## Step 2: Create controlled vocabulary in Amazon FinSpace
**To create the `Data Classification` controlled vocabulary**
1. On the left navigation bar of the home page, choose **Manage Data**.
1. On the **Manage Data** page, choose **Manage Controlled Vocabularies**.
1. Choose **Create Controlled Vocabulary**.
1. For vocabulary name, enter `Data Classification`.
1. (Optional) Add a description for the vocabulary. For example, you can enter `Data Classification scheme`.
1. Choose **Add Field** to add one or more fields under a vocabulary. You can add as many fields as you like. In this example, for field names enter `Public Data`, `Internal Data`, and `Restricted Data`.
1. Choose **Save**.
## Step 3: Create attribute sets in Amazon FinSpace
**To create the attribute set for `Data and Source Information`**
1. On the left navigation bar of the home page, choose **Manage Data**.
1. On the **Manage Data** page, choose **Manage Attribute Sets**.
1. Choose **Create Attribute Set**.
1. For attribute name, enter `Data and Source Information`.
1. Choose **Categorization** to add a categorization field type.
1. On the **Add Categorization Field** page, do the following:
1. Choose **Data Types** as the categorization field type.
1. Choose **Add Field**.
Repeat these steps again and choose **Data Source** as the as the categorization field type.
1. Choose **Controlled Vocabulary** to add a controlled vocabulary field type.
1. On the **Add Controlled Vocabulary Field** page, do the following:
1. Choose **Data Classification** as the controlled vocabulary field type.
1. Choose **Add Field**.
1. Choose **Save**.
## Step 4: Create a dataset in Amazon FinSpace
**To create a dataset**
1. On the left navigation bar of the home page, choose **Add Data**. The source of the data is [Federal reserve bank of St.Louis.](https://fred.stlouisfed.org/series/INDPRO) Download the `Industrial production total index.csv` file.
1. Drag and drop the `Industrial production total index.csv` file on the page or choose **Browse Files** to select a new file.
1. On the **Add Data** page, verify if the derived schema is correct.
1. If the derived schema is incorrect, choose **Edit Derived Schema** to edit it.
For example, in this sample file, the inferred data type for the column **date** is **String**, change it to **Date**.
1. After editing the schema, choose **Save Schema**.
1. Choose an appropriate perimission group that should be associated to the dataset when it gets created. You can add additional permission groups after the dataset creation is complete.
1. Choose **Confirm Schema & Upload File**.
This action creates a dataset with name `Industrial production total index` and takes you to the [Dataset details page](dataset-details-page.md).
**Note**
For small files of up to 100 megabytes, data view creation takes approximately 2 minutes. For larger files of around 1 gigabyte, expect data view creation to take approximately 3-4 minutes. Views with partitioning and sorting schemes may take longer.
Once the upload of the sample data file is complete, a process is kicked off to create a data view that can be analyzed in a notebook.
## Step 5: Associate an attribute set with a dataset in Amazon FinSpace
**To associate `Data and Source Information` attribute set with `Industrial production total index dataset`**
1. On the homepage, search for `Industrial production total index` dataset in the search box.
1. On the **Catalog** page, choose **Industrial production total index** from the results, to go to the [Dataset details page](dataset-details-page.md).
1. On the dataset details page for `Industrial production total index`, under **Details About This Dataset**, choose **Add Attribute Set**.
1. On **Add Attribute Set** page, do the following
1. From the drop down menu, choose `Data and Source Information`.
1. Choose **Add Attribute Set**.
1. Edit the values for `Data and Source Information` as following:
1. For **Data Types**, enter `Economic Data`.
1. For **Data Source**, enter `Central Bank`.
1. For **Data Classification**, enter `Public Data`.
1. Choose **Save**.
## Step 6: Search the dataset from data browser in Amazon FinSpace
**To search dataset `Industrial production total index` using the data browser**
1. On the left navigation bar of the home page, choose **Catalog**.
1. On the **Catalog** page, under **CATEGORIES** on the data browser, choose the **Data Types** drop down.
1. Choose **Economic Data**. You should see **Industrial production total index** on the right.
Your business data catalog is now ready. The `Industrial production total index` dataset is now discoverable from the data browser.