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Asset Management

Asset Management allows you to oversee the lifecycle of your analytical content within Amorphic BI. While Data Entities provide the foundation, Assets represent the interactive and visual layer where data is transformed into actionable insights. Through the native interface, you can manage the creation and distribution of Analyses, Dashboards, and Topics, ensuring your team has access to the most relevant business intelligence.

WARNING

If an Amorphic account has a high volume of datasets (approximately 180 or more), the associated IAM policy may exceed its character limit, resulting in an error. To resolve this, you must manually grant dataset-level access (DLA) to the specific user encountering this issue to ensure they can continue managing assets without interruption.

Analyses​

Analyses serve as the primary interactive workspace where you transform raw data into visual stories. This environment allows you to perform deep-dive data exploration, apply filters, and build complex visualizations to identify trends and patterns. Once your insights are refined, an analysis acts as the definitive draft that can be published as a static dashboard for broader organizational consumption.

Create an Analysis​

To create an analysis in the new BI application, follow these steps:

  1. From the Homepage or the Analysis page, click the Create Analysis button.
  2. Enter a name and an optional description for your analysis.
  3. Select the Amorphic datasets you wish to use for the analysis.
  4. Click Create to launch the analysis interface.

Update an Analysis​

To modify an existing analysis, click the 'Edit' () icon next to the asset. Within the editor pane, you can manage your analysis data by selecting more or replacing datasets to adjust the underlying information powering your visuals.

Danger

The BI application currently does NOT support changing the name of an analysis. Renaming an analysis directly within the Amazon Quick console or the analysis embedding interface will not reflect the change in the BI app.

Delete an Analysis​

To permanently remove an analysis, click the Delete () icon next to the asset name, and click on the Yes, Delete button to proceed with the deletion.

Dashboards​

Dashboards act as the secure, read-only distribution layer for your insights, providing a finalized view of your data for stakeholders and decision-makers. Unlike the interactive exploration found in Analyses, Dashboards are optimized for high-performance consumption, allowing users to view pre-configured visualizations without the risk of altering the underlying logic. They serve as the "single source of truth" for your business metrics, ensuring that everyone in the organization is aligned on the same data-driven conclusions.

Create a Dashboard​

Creating a dashboard in Amorphic BI is simple. You can create a dashboard by following the below steps:

  1. Open the analysis you wish to share.
  2. Click the Publish button in the top navigation bar.
  3. Provide a name for the dashboard and an optional description.
  4. Click Publish again to create the read-only view. Users can access dashboards from the "Dashboards" page.
Info

Dashboards are designed as static snapshots of your data and cannot be directly updated or edited. To reflect changes made to the underlying analysis, you must publish it or create a new dashboard.

Delete a Dashboard​

To remove a published view, click the 'Delete' () icon next to the dashboard in your assets list.

Sync Dashboards Deprecated​

Registered users can synchronize their Amorphic BI Dashboards, along with any dashboards they have been granted access to within QuickSight, by selecting the Sync Dashboards button in the BI App Center in Amorphic.

Note

Dashboards synchronization is an asynchronous process. Once the synchronization is complete, the user will receive a notification via email.

Info

Legacy Feature: Previously, registered users were required to interact with the Sync Dashboards button to import their QuickSight dashboards or those shared with them into the application. This was because the application lacked a native interface, and users had to manually sync their assets using this feature. While the button remains visible for backward compatibility, it is now deprecated as the native UI handles asset visibility automatically.

Topics​

Topics serve as the intelligent interface for natural language discovery, empowering users to extract insights by asking plain-English questions about their data. By utilizing machine learning to map your datasets to common business terms, topics remove the technical barrier of traditional query languages, allowing stakeholders to gain immediate answers through a conversational interface.

Info

Topics are a premium feature and are only available to users with Pro roles and Amazon Q enabled for their environments.

Create a Topic​

To enable natural language queries for your datasets, follow these steps to create a new topic:

  1. From the Homepage or the Topics page, click the Create Topic button.
  2. Enter a name and an optional description to help the AI understand the context of the data.
  3. Select the specific Amorphic datasets that will serve as the knowledge base for this topic.
  4. Click Create Topic again to create the topic.
Note

Users can only access topics that are in a "Completed" or "Unknown" state.

Caution

If a topic is created using Amorphic datasets that do not yet have an equivalent QuickSight representation, the system will initiate a background data ingestion process. During this period, the topic status may temporarily be marked as "Failed". If this occurs:

  1. Monitor Ingestion: Track the data ingestion progress in the Quick console until completion.
  2. Recreate Topic: Once the dataset is fully indexed and available, delete and recreate the topic to establish the connection.
danger

While it is possible to navigate to the Quick console to manually refresh a topic in this case, we strongly discourage this. It is often confused with the "Retry" button, which recreates the topic outside of the BI application's scope. Clicking the "Retry" button will BREAK the synchronization between QuickSight and the BI app, rendering the topic orphaned and undeleteable.

Update a Topic​

You can refine a topic by clicking the 'Edit' () icon and selecting more datasets to expand the scope of questions the AI can answer. After successfully updating, go to the topic in the Quick console and refresh it to update the topic with the new data.

Info

The current Amorphic BI version does not support the removal of datasets used to create the topic. This feature will be supported in a future release.

Caution

Before refreshing the topic from the Quick console, ensure that the ingestion process for all newly added datasets is completed.

Danger

The BI application currently does NOT support changing the name of a topic. Renaming a topic directly within the Quick console or the topic embedding interface will not reflect the change in the BI app.

Delete a Topic​

To remove a topic, click the Delete () icon next to the topic to remove it from your workspace.

Asset Sharing​

Asset sharing facilitates seamless collaboration by allowing you to distribute access to your created assets among authorized team members. By managing permissions at the individual user level, you can ensure that stakeholders have the appropriate visibility—whether they need to simply view insights or co-author the underlying logic—thereby fostering a shared, data-driven decision-making environment across the organization.

You can collaborate with other users by sharing access. Follow the below steps to share access of an asset:

  1. Click the 'Share' () button on the asset you wish to distribute.
  2. Select a user from the authorized list.
  3. Grant an Access-Level (e.g., Viewer or Co-owner) to define their permissions.
  4. Click on the Share button to finalize the changes.
Info

Permissions and access levels vary depending on the asset type and user role:

  • Analyses: Can only be shared with Admins and Authors. Readers cannot access analyses as these are active development spaces. Co-owners can edit, view, and share the analysis.
  • Dashboards: Can be shared with all roles (Admins, Authors, and Readers). Co-owners can share the dashboard and save it as a new analysis, while Viewers can export data.
  • Topics: Can be shared with all roles. Co-owners can edit and share the topic, while Viewers can use it to ask natural language questions.
  • Reader Restrictions: Users with the Reader role can only be granted Viewer access. The Co-owner option is restricted to Admin and Author roles.

Next Steps​