# Step 10: (Optional) Build a migration tracker dashboard
If you deployed the optional migration tracker component, you can set up an Amazon QuickSight dashboard that will visualize the migration metadata stored in the Amazon DynamoDB table.
Use the following procedures to:
1. [Set the QuickSight permissions and connections](#set-the-permission-and-connections)
1. [Create a dashboard](#create-a-dashboard)
**Note**
If the Migration Factory is empty and there is no wave, application, and server data, then there will not be any data to build a QuickSight dashboard.
## Set the QuickSight permission and connections
If you have not set up Amazon QuickSight in your AWS account, refer to [Setting Up for Amazon QuickSight](https://docs.aws.amazon.com/quicksight/latest/user/setup-new-quicksight-account.html) in the *Amazon QuickSight User Guide*. After you have set up a QuickSight subscription, use the following procedure to set the permissions and connections between QuickSight and this solution.
**Note**
This solution uses Amazon QuickSight enterprise license. However, if you don’t want the email reporting, insights, and the hourly data refresh, you can opt for a standard license, which can also be used with migration tracker.
First, connect QuickSight with the Amazon S3 bucket:
1. Navigate to the [QuickSight console](https://quicksight.aws.amazon.com/sn/start).
1. On the **QuickSight** page, choose the icon displaying a person in the upper-right corner and **Manage QuickSight**.
1. On the **Account name** page, from the left menu pane, select **Security & permissions**.
1. On the **Security & permissions** page, under the **QuickSight access to**\*AWS services** section, select \*Manage**.
1. From the **QuickSight access to** **AWS services** page, select the checkbox for **Amazon S3**.
1. On the **Select Amazon S3 buckets** dialog box, verify that you are in the **S3 Buckets Linked to QuickSight Account** tab and tick both the right and left checkboxes for the **athena-results** and \*migration-tracker \* S3 buckets.
**QuickSight S3 bucket selection dialog with options for Athena Workgroup write permissions.**
**Note**
If you are already using QuickSight for other S3 data analysis, clear and reselect the Amazon S3 option to display the bucket selection dialog box.
1. Choose **Finish**.
Next, set up permissions for Amazon Athena:
1. From the **QuickSight access to** **AWS services** page, tick the checkbox for **Amazon Athena**.
1. On the **Amazon Athena permissions** dialog box, choose **Next**.
1. On the **Amazon Athena resources** dialog box, verify that you are in the **S3 Buckets Linked to QuickSight Account** tab and verify that the same S3 buckets are checked - **athena-results** and **migration-tracker**.
**QuickSight Amazon Athena resources dialog box**
1. Choose **Finish**.
1. From the \*QuickSight access to**\*AWS services** page, choose **Save**.
Next, set up a new analysis:
1. Select the QuickSight logo to return to the QuickSight homepage.
1. On the **Analysis** page, choose **New Analysis**.
1. Choose **New dataset**.
1. On the **Create a Data Set** page, choose **Athena**.
1. In the **New Athena data source** dialog box, take the following actions:
1. In the **Data source name** field, enter a name for the data source
1. In the **Athena workgroup** field, select the appropriate {{}}-workgroup.
**Note**
If you have deployed this solution multiple times, there will be more than one workgroup. Select the one that was created for your current deployment.
**New Athena data source dialog box**
1. Choose **Validate connection** to ensure that QuickSight can communicate with Athena.
1. After the connection is validated, choose **Create data source**.
1. In the next dialog box, **Choose your table**, take the following actions:
1. From the **Catalog** list, choose **AwsDataCatalog**.
1. From the **Database** list, choose {{}}-tracker.
1. From the **Tables** list, choose {{}}-general-view.
1. Choose **Select**.
**Choose your table dialog box**
1. In the next dialog box, **Finish data set creation**, choose **Visualize**.
**Finish data set creation dialog box**
1. In **New sheet**, choose **Interactive sheet**, then choose **Create**.
After the data is imported, you will be redirected to the Analysis page. However, before creating your visuals, set up a schedule to refresh your dataset.
1. Navigate to the QuickSight homepage.
1. In the navigation pane, choose **Datasets**.
1. On the **Datasets** page, select the {{}}-general-view dataset.
**QuickSight Datasets page**
1. On the {{}}-general-view **Datasets** page, choose the **Refresh** tab.
**Migration tracker general view dialog box**
1. Choose **Add new schedule**.
1. On the **Create a refresh schedule** page, select **Full refresh**, select the appropriate **Time zone**, enter a **Start time**, and select the Frequency.
1. Choose **Save**.
**Create a schedule dialog box**
## Create a dashboard
Amazon QuickSight offers the flexibility of building a custom dashboard that helps you to visualize your migration metadata. The following tutorial creates a dashboard containing a count visual that shows the server count by waves and bar charts showing the migration status. You can customize this dashboard to meet your business needs.
**Example QuickSight dashboard**
Use the following steps to create a count overview by migration waves. This view counts all the servers in the dataset that are grouped per wave, providing a granular view of the total number of servers in a wave. To create this view, you will convert the **server\_name** into a measure, which allows you to count distinct servers names. Then you will create a wave-by-wave filter.
1. Navigate to the QuickSight homepage.
1. In the navigation pane, choose **Analyses**.
1. Select {{}}-general-view.
1. On the **Visualize** page, hover over the **server\_name** and choose the ellipsis to the right.
**QuickSight Visualize a data set page**
1. Select **Convert to measure** to convert the dataset from a dimension to a measure. The **server\_name** text turns green to indicate that the dataset has been converted to a measure.
1. Select **server\_name** to visualize the image. The visual will contain an error message indicating that the field data types must be updated.
1. On the **Visuals** pane, select the **server\_name (Sum)**, under **Value**, select **Aggregate: Sum**, then select **Count distinct**.
**Field wells page**
A count of the number of unique server names you have in your dataset is displayed. You can resize the visualization as needed to ensure it displays the information clearly on your monitor.
**Note**
You may need to convert your dataset back to dimension when you create another visual.
Next, add filters to the visualization to identify the server count for each migration wave. The following steps will apply a **wave\_id** filter to your visualization.
1. Verify that the visualization is selected. In the top navigation pane, select **Filter**.
1. From the left Filters pane, choose **ADD** and select **wave\_id** from the list.
**Filters pane drop-down list**
1. Choose **wave\_id** from the filters list.
1. In the **Filter** pane, under **Search values** select the checkbox next to the value **1**.
1. Choose **Apply**.
1. In the visualization, change the title to **Wave 1 Server Count** by double clicking on the current title.
Repeat these steps for the other waves that are visualized in your dashboard.
The next visualization we will add in the dashboard is a doughnut graph showing servers that are in progress of being migrated versus ones that have completed the migration. This chart uses Super-fast, Parallel, In-memory Calculation Engine (SPICE) Queries by creating a new column in the dataset that determines that an incomplete status will be identified as *in progress*. All values in the dataset that are not completed are combined and categorized as *in progress*.
**Doughnut graph and bar chart visualizing migration progress**
**Note**
By default, when there is no custom query applied to the dataset, up to five migration/replication statuses can be shown. For this solution, a **MigrationStatusSummary** query is created in a new column: `ifelse(migration_status ='Cutover instance launched', 'Completed', 'InProgress')`
This query combines the values of the statuses to create one column that is used for the visualization. For information about creating a query, refer to [Using the Query Editor](https://docs.aws.amazon.com/quicksight/latest/user/adding-a-SQL-query.html) in the *Amazon QuickSight User Guide*.
Use the following steps to create the **MigrationStatusSummary** column:
1. Navigate to the QuickSight homepage.
1. In the navigation pane, select **Datasets**.
1. On the **Datasets** page, select the {{}}-general-view dataset.
1. On the dataset page, choose **Edit dataset**.
**Migration factory dataset dialog box**
1. In the **Fields** pane, choose **\\\+**, then choose **Add calculated field**.
1. On the **Add calculated field** page, enter a name for your SQL query, for example, **MigrationStatusSummary**.
1. Enter the following SQL query into the SQL editor:
```
ifelse(migration_status ='Cutover instance launched', 'Completed', 'InProgress')
```
1. Choose **Save**.
**Add calculated field dialog box**
1. On the **Dataset** page, choose **Save & publish**.
Your newly added query will be listed in the **Data set Fields list**.
**Dataset Fields list**
Next, build the dashboard.
1. Navigate to the QuickSight homepage.
1. Choose **Analyses**, and then choose the migration\_factory analyses created earlier.
1. Ensure that no charts are selected in **Sheet 1.**
1. From the Data set pane, hover over the **MigrationStatusSummary** and choose the ellipsis to the right.
1. Choose **Add to visual**.
1. Then, choose **wave\_id**.
1. In the **Visuals** pane, select and move the **MigrationStatusSummary** to the x-axis dimension and select **wave\_name** as the\* GROUP/COLOR. \*
If you have an enterprise license for Amazon QuickSight, insights will be generated after the custom columns are created. You can customize your narratives for each insight. For example:
**Example dashboard insights**
You can also customize the data by breaking down the metadata into waves. For example:
**Example wave 1 server breakdown**
### (Optional) View Insights on the Amazon QuickSight dashboard
**Note**
You can use the following procedure if you have an enterprise license for Amazon QuickSight.
Use the following steps to add an insight to your dashboard which shows a breakdown of completed and in progress migrations.
1. In the top navigation pane, choose **Insights**.
1. On the **Insights** page, in the **Count of Records BY MIGRATIONSTATUSSUMMARY** section, hover over **Top 2 MigrationSummarys** item and choose the **\\\+** to add an insight to the visual.
**Add an insight to a visual**
1. Customize the insight for your analysis by choosing **Customize Narrative** on the visual.
**Add an Insight to your dashboard**
**Customize narrative option**
1. Edit the narrative to fit your use case and choose **Save**. For example:
**Edit your narrative**
Return to the dashboard and filter it to show each wave:
1. On the left menu pane, choose **Filter**.
1. Choose the **\+** button and select **wave\_id**.
1. Select a wave to visualize and choose **Apply**.
1. To visualize all the migration waves, duplicate the visuals by choosing the ellipsis to the left side of the visual and selecting **Duplicate visual**.
**Visualize the migration waves**
1. Modify the filter for each visual to show a breakdown for each migration wave.
This insight is customized summarize the total count of servers across all waves. For more information and guide on how to customize insights, refer to [Working with Insights](https://docs.aws.amazon.com/quicksight/latest/user/computational-insights.html) in the *QuickSight User Guide*. You can access this QuickSight dashboard from any device and seamlessly embed it into your applications, portals, and websites. For more information about QuickSight dashboards, refer to [Working with Dashboards](https://docs.aws.amazon.com/quicksight/latest/user/working-with-dashboards.html) in the *Amazon QuickSight User Guide*.