--- title: Accessing Datasets in QuickSight description: Learn how to locate, open, and manage datasets in Amazon QuickSight using preloaded data from Accountability or custom datasets created by users. Includes steps for dataset creation, refresh scheduling, and access control. --- [Skip to content](https://knowledgebase.counta.com/knowledge/accessing-datasets-in-quicksight#main-content) English Show submenu for translations ![AccountAbility\_logo\_primary\_fullcolor-1.png\]](https://knowledgebase.counta.com/hs-fs/hubfs/AccountAbility_logo_primary_fullcolor-1.png?height=40&name=AccountAbility_logo_primary_fullcolor-1.png) - [COUNTA by Accountability](https://8829720.hs-sites.com/counta-by-accountability) Open main navigation Close main navigation - [COUNTA by Accountability](https://8829720.hs-sites.com/counta-by-accountability) - English Show submenu for translations How can we help you? - There are no suggestions because the search field is empty. 1. [COUNTA Help Center](https://knowledgebase.counta.com/knowledge?hsLang=en) 2. [Data Analysis](https://knowledgebase.counta.com/knowledge/data-analysis?hsLang=en) December 3, 2025 # Accessing Datasets in QuickSight #### **Overview** QuickSight dashboards are powered by datasets that contain structured data from Accountability. These datasets allow users to build custom analyses, visualizations, and reports. Accountability preloads standard datasets for each agency, and users with Author access can also create their own datasets for more tailored reporting.   This article explains how to locate, open, and manage datasets in QuickSight, including both preloaded and user-created options.   --- #### **Preloaded Datasets from Accountability** When QuickSight is enabled for your agency, Accountability automatically provisions a set of standard datasets. These datasets are refreshed regularly and include core operational data.   ### Common Preloaded Datasets | Dataset Name | Description | | --- | --- | | **General Ledger** | Financial data including revenue, expenses, and balances. | | **Jobs** | Project-level data including estimates, costs, and billing. | | **Timesheets** | Employee time tracking and job allocations. | | **Media** | Vendor and media spend data. | These datasets are available to all registered QuickSight users and are updated on a recurring schedule to ensure data accuracy.   --- #### **How to Locate and Open a Dataset** To access datasets in QuickSight: 1. Navigate **QuickSight** via your menu under **Data Analysis \> AWS Quicksight**. 2. From the **QuickSight home screen**, click on **Datasets** in the left-hand navigation. 3. Use the search bar to locate a dataset by name (e.g., “General Ledger”). 4. Click on the dataset name to view its schema and preview the data. 5. From here, you can: - Create a new analysis using the dataset. - View field types and data structure. - Refresh the dataset manually (if permissions allow).   **Note:** Preloaded datasets are managed by Accountability and cannot be deleted by users.   --- #### **Creating a New Dataset** Users with **Author access** can create custom datasets to support specialized reporting needs.   ### Steps to Create a Dataset 1. From the QuickSight home screen, you can click **Datasets** in the sidebar, then select **New dataset** in the top-right corner. Alternatively, you can click **New analysis** and select **New dataset** in the top-left corner. 2. Choose your data source: - **Accountability** (for preloaded data) - **Upload a file** (CSV, Excel) - **Connect to a database** (if enabled) 3. Select the relevant table or file. 4. Apply filters, calculated fields, or joins as needed. 5. Name your dataset and click **Save**. Once saved, the dataset will appear in your **Datasets** list and can be used to build analyses and dashboards. --- #### **Dataset Refresh** Preloaded datasets are refreshed automatically by Accountability. For custom datasets, users can: - Set a **refresh schedule** (daily, weekly, monthly). - Trigger a **manual refresh** from the menu **DATA ANALYSIS \> Dataset Options**, dataset settings. - Click on **Refresh QuickSight** --- #### **Security and Access Notes** - Only users with **Author access** can create or modify datasets. - Dataset visibility is controlled via **User Access Groups** in Accountability. - Sensitive data fields may be restricted based on user permissions. --- #### **Related Articles** | **Article Title** | **Description** | | --- | --- | | [**Setting Up QuickSight**](https://knowledgebase.counta.com/knowledge/setting-up-quicksight?hsLang=en) | Steps to enable QuickSight for your agency and submit a setup request. | | [**Managing QuickSight User Access**](https://knowledgebase.counta.com/knowledge/managing-quicksight-user-access?hsLang=en) | How to grant, modify, or revoke QuickSight permissions for users. | | [**Creating and Publishing Dashboards in QuickSight**](https://knowledgebase.counta.com/knowledge/creating-and-publishing-dashboards-in-quicksight?hsLang=en) | How to build, customize, and share dashboards with other users. | | [**Creating Recurring Datasets in QuickSight**](https://knowledgebase.counta.com/knowledge/creating-recurring-datasets-in-quicksight?hsLang=en) | Set up automated dataset refresh or scheduled dataset creation. | - 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