Incorporates feedback from D.Adair and T.Bragin
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[float]
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[[dashboard]]
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== Dashboard
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A Kibana _dashboard_ displays saved visualizations in groups that you can arrange. You can save a dashboard to share or
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reload at a later time.
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A Kibana _dashboard_ displays a set of saved visualizations in groups that you can arrange freely. You can save a
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dashboard to share or reload at a later time.
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.Sample dashboard
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image:images/tfl-dashboard.png[Example dashboard]
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[float]
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[[getting-started]]
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@ -13,13 +15,13 @@ You need at least one saved <<visualize, visualization>> to use a dashboard.
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[float]
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[[creating-a-new-dashboard]]
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==== Creating a New Dashboard
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==== Building a New Dashboard
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The first time you click the *Dashboard* tab, Kibana displays an empty dashboard.
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image:images/NewDashboard.png[New Dashboard screen]
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Add visualizations to start creating your dashboard.
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Build your dashboard by adding visualizations.
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[float]
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[[adding-visualizations-to-a-dashboard]]
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@ -31,27 +33,36 @@ string into the *Visualization Filter* field.
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The visualization you select appears in a _container_ on your dashboard.
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*NOTE:* If you see a message about the container's height or width being too small, <<resizing-containers,resize the
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NOTE: If you see a message about the container's height or width being too small, <<resizing-containers,resize the
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container>>.
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[float]
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[[saving-dashboards]]
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==== Saving Dashboards
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To save the dashboard, click the *Save Dashboard* button in the toolbar panel, enter a name for the dashboard in the *Save As* field, and click the *Save* button.
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To save the dashboard, click the *Save Dashboard* button in the toolbar panel, enter a name for the dashboard in the
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*Save As* field, and click the *Save* button.
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[float]
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[[loading-a-saved-dashboard]]
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==== Loading a Saved Dashboard
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Click the *Load Saved Dashboard* button to display a list of existing dashboards. The saved dashboard selector includes a text field to filter by dashboard name and a link to the Object Editor, accessible through *Settings > Edit Saved
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Objects*, to manage your saved dashboards.
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Click the *Load Saved Dashboard* button to display a list of existing dashboards. The saved dashboard selector includes
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a text field to filter by dashboard name and a link to the Object Editor for managing your saved dashboards. You can
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also access the Object Editor by clicking *Settings > Edit Saved Objects*.
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[float]
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[[sharing-dashboards]]
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==== Sharing Dashboards
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Click the *Share* button to display HTML code to embed the dashboard in another Web page, along with a direct link to the dashboard. Click the copy button image:images/Clipboard.png[Copy to Clipboard button] next to either option to copy the code or the link to your clipboard.
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You can share dashboards with other users. You can share a direct link to the Kibana dashboard or embed the dashboard
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in your Web page.
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NOTE: A user must have Kibana access in order to view embedded dashboards.
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Click the *Share* button to display HTML code to embed the dashboard in another Web page, along with a direct link to
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the dashboard. Click the copy button image:images/Clipboard.png[Copy to Clipboard button] next to either option to copy
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the code or the link to your clipboard.
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[float]
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[[embedding-dashboards]]
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@ -59,13 +70,12 @@ Click the *Share* button to display HTML code to embed the dashboard in another
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To embed a dashboard, copy the embed code from the _Share_ display into your external web application.
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NOTE: A user must have Kibana access in order to view embedded dashboards.
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[float]
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[[customizing-your-dashboard]]
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=== Customizing Dashboard Elements
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The visualizations in your dashboard are stored in _containers_. This section discusses customizing these containers.
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The visualizations in your dashboard are stored in resizable _containers_ that you can arrange on the dashboard. This
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section discusses customizing these containers.
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[float]
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[[moving-containers]]
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@ -88,14 +98,15 @@ confirm the new container size.
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[[removing-containers]]
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==== Removing Containers
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Click the *x* icon at the top right corner of a container to remove that container from the dashboard. Removing a container from a dashboard does not affect the saved visualization in that container.
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Click the *x* icon at the top right corner of a container to remove that container from the dashboard. Removing a
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container from a dashboard does not delete the saved visualization in that container.
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[float]
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[[viewing-detailed-information]]
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==== Viewing Detailed Information
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To display the data that creates the visualization, click the bar at the bottom of the container. The raw data
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replaces the visualization with four tabs with detailed information about the data, as in this example:
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To display the raw data behind the visualization, click the bar at the bottom of the container. Tabs with detailed
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information about the raw data replace the visualization, as in this example:
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[horizontal]
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*Table*:: A representation of the underlying data, presented as a paginated data grid. You can sort the items
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@ -114,4 +125,5 @@ image:images/NYCTA-Statistics.png[]
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[[changing-the-visualization]]
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=== Changing the Visualization
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Click the _Edit_ button image:images/EditVis.png[Pencil button] at the top right of a container to open the visualization in the <<visualize,Visualize>> app.
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Click the _Edit_ button image:images/EditVis.png[Pencil button] at the top right of a container to open the
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visualization in the <<visualize,Visualize>> page.
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[[visualize]]
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== Visualize
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You can use Kibana's _Visualize_ app to design and create data visualizations. You can save these visualizations, use
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You can use the _Visualize_ page to design data visualizations. You can save these visualizations, use
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them individually, or combine visualizations into a _dashboard_. A visualization can be based on one of the following
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data source types:
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* A saved search
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* An existing saved visualization
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Visualizations are based on the {ref}/search-aggregations.html[aggregation] feature introduced in Elasticsearch 1.
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Visualizations rely on the {ref}/search-aggregations.html[aggregation] feature introduced in Elasticsearch 1.
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[float]
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[[getting-started]]
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=== Creating a New Visualization
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To start the New Visualization wizard, click on the *Visualize* tab at the top left of the screen. Alternately, you can
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click the *New Visualization* button image:images/K4NewDocument.png[New Document button] in the toolbar panel to the
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right of the search bar. The wizard guides you through the following steps:
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To start the New Visualization wizard, click on the *Visualize* tab at the top left of the page. If you are already
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creating a visualization, you can click the *New Visualization* button image:images/K4NewDocument.png[New Document
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button] in the toolbar to the right of the search bar. The wizard guides you through the following steps:
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[float]
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[[newvis01]]
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==== Step 1: Choose the Visualization Type
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The New Visualization wizard starts with the following screen:
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The New Visualization wizard starts with the following page:
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image:images/NewViz01.png[]
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The data table, Markdown, and metric elements aren't visualizations, but all the elements on the list can be included
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in a <<dashboard,Dashboard>>.
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You can also open a saved visualization that you created earlier. The saved visualization selector includes a text
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You can also load a saved visualization that you created earlier. The saved visualization selector includes a text
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field to filter by visualization name and a link to the Object Editor, accessible through *Settings > Edit Saved
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Objects*, to manage your saved visualizations.
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[[newvis02]]
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==== Step 2: Choose a Data Source
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You can choose a new or saved search to serve as the data source for your visualization. Searches are based on an
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_index pattern_, which is a regular expression that matches the indices you want to visualize. After selecting _new
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search_, select an index pattern from the drop-down to bring up the visualization editor.
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You can choose a new or saved search to serve as the data source for your visualization. Searches are associated with
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an index or a set of indexes. When you select _new search_ on a system with multiple indices configured, select an
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index pattern from the drop-down to bring up the visualization editor.
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// How is this drop-down populated? Is it just a list of all indices in the cluster? Can I configure the contents?
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The visualization editor enables you to configure and edit visualizations. The visualization editor has the following
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main elements:
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image:images/VizEditor.png[]
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1. <<toolbar-panel,Toolbar Panel>>
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1. <<toolbar-panel,Toolbar>>
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2. <<aggregation-builder,Aggregation Builder>>
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3. <<preview-canvas,Preview Canvas>>
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image:images/VizEditor.png[]
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[float]
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[[toolbar-panel]]
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===== Toolbar Panel
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===== Toolbar
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The toolbar panel has a search field for interactive data searches, as well as toolbars to manage saving and loading
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visualizations. For visualizations based on saved searches, the search bar is initially disabled. Double-click the
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grayed-out search field to enable interactive searching.
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The toolbar has a search field for interactive data searches, as well as controls to manage saving and loading
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visualizations. For visualizations based on saved searches, the search bar is grayed out. To edit the search, replacing
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the saved search with the edited version, double-click the search field.
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// Why does it behave this way? I'd like to be able to say 'for saved searches interactive searches are disabled
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// because $REASONS'.
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[[aggregation-builder]]
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===== Aggregation Builder
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Use the aggregation builder on the left of the screen to configure the
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Use the aggregation builder on the left of the page to configure the
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{ref}/search-aggregations.html#\_metrics_aggregations[metric] and
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{ref}/search-aggregations.html#\_bucket_aggregations[bucket] aggregations used in your visualization. Buckets are
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analogous to SQL `GROUP BY` statements. For more information on aggregations, see the main
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{ref}/search-aggregations.html[Elasticsearch documentation].
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{ref}/search-aggregations.html[Elasticsearch aggregations reference].
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In bar or line chart visualizations, use _metric_ for the y-axis and _buckets_ are used for the x-axis, segment bar
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In bar or line chart visualizations, use _metrics_ for the y-axis and _buckets_ are used for the x-axis, segment bar
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colors, and row/column splits. For pie charts, use the metric for the slice size and the bucket for the number of
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slices.
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// "Other visualizations may use these in new and different ways." < Such as? Would it be useful to add an appendix
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// on advanced visualizations or a cookbook of neat nonintuitive vis tricks?
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Choose the metric aggregation for your visualization's Y axis, such as count, average, sum, min, max, or cardinality
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Choose the metric aggregation for your visualization's Y axis, such as
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{ref}/search-aggregations-metrics-valuecount-aggregation.html[count],
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{ref}/search-aggregations-metrics-avg-aggregation.html[average],
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{ref}/search-aggregations-metrics-sum-aggregation.html[sum],
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{ref}/search-aggregations-metrics-min-aggregation.html[min],
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{ref}/search-aggregations-metrics-max-aggregation.html[max], or
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{ref}/search-aggregations-metrics-cardinality-aggregation.html[cardinality]
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(unique count). Use bucket aggregations for the visualization's X axis, color slices, and row/column splits. Common
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bucket aggregations include date histogram, range, terms, filters, and significant terms.
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