Optional Steps

Optional Step 1: Update dashboard template

  1. Pull latest dashboard version from template:

    aws quicksight update-dashboard --aws-account-id {account} --region {region} --cli-input-json file://update-dashboard-input.json
  2. Update published version of dashboard:

    aws quicksight list-dashboard-versions --aws-account-id {account} --region {region} --dashboard-id ta-organizational-view --query 'DashboardVersionSummaryList[-1].VersionNumber' | xargs -I {} aws quicksight update-dashboard-published-version --aws-account-id {account} --dashboard-id ta-organizational-view --version-number {}
  3. Apply the latest pulled changes to the deployed dashboard with this CLI command:

    aws quicksight update-dashboard-published-version --region {region} --aws-account-id {account} --dashboard-id ta-organizational-view --version-number {version}

Alternatively automation script can be used for update

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.

Follow the How to use steps for installation and dashboard deployment. We recommend to use AWS CloudShell for automated deployment

Optional Step 2: Add new TA Organizational view report

By default Trusted Advisor (TA) refreshes checks on weekly basis. To get historical progress and trends visualized on TAO Dashboard we recommend to upload new TA Organizational View reports regularly, for example bi-weekly or monthly

  1. Create Organizational View report

    For the step by step guide please follow the documentation


    • Please choose JSON format for report
    • You can select either all accounts and Trusted Advisor checks or filter by particular checks or Organizational Unit (OU). There is no limitation from dashboard deployment point of view

You can select certain accounts but please ensure you maintain consistency in following reports for periodic refreshes to avoid data mismatch.

  1. Download Organizational View report


  2. Unzip downloaded report

  3. Upload downloaded report to the reports folder in the S3 bucket

    Make sure you upload unzipped folder to S3 bucket ImageImage

  4. Open and Refresh ta-organizational-view dataset in QuickSight Image

Optional Step 3: Switch data collection method

There are 2 supported data collection methods:

  1. Trusted Advisor Organizational View - provides an easy way to collect Trusted Advisor checks for all accounts in your AWS Organizations without need to provision any additional resources. Only manual data refresh is supported.
  2. Trusted Advisor API via deployment of Optimization Data Collection lab - provides an automated way to collect Trusted Advisor checks for all accounts in your AWS Organizations via deployment of required AWS resources from provided AWS CloudFormation templates. Supports automated data refresh.

If you deployed TAO Dashboard with Trusted Advisor Organizational View as data collection method you can switch at any time to Trusted Advisor API via deployment of Optimization Data Collection lab . For that:

  1. Makes sure you’ve deployed Optimization Data Collection lab as prerequisite step
  2. Depending on which deployment option you used during initial deployment of TAO Dashboard follow the steps below:
    Automated or CloudFormation deployment
    Manual deployment