Incorporates feedback from D.Adair and T.Bragin

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Paul Echeverri 2015-02-12 20:10:47 -08:00 committed by debadair
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[float]
[[dashboard]]
== Dashboard
A Kibana _dashboard_ displays saved visualizations in groups that you can arrange. You can save a dashboard to share or
reload at a later time.
A Kibana _dashboard_ displays a set of saved visualizations in groups that you can arrange freely. You can save a
dashboard to share or reload at a later time.
.Sample dashboard
image:images/tfl-dashboard.png[Example dashboard]
[float]
[[getting-started]]
@ -13,13 +15,13 @@ You need at least one saved <<visualize, visualization>> to use a dashboard.
[float]
[[creating-a-new-dashboard]]
==== Creating a New Dashboard
==== Building a New Dashboard
The first time you click the *Dashboard* tab, Kibana displays an empty dashboard.
image:images/NewDashboard.png[New Dashboard screen]
Add visualizations to start creating your dashboard.
Build your dashboard by adding visualizations.
[float]
[[adding-visualizations-to-a-dashboard]]
@ -31,27 +33,36 @@ string into the *Visualization Filter* field.
The visualization you select appears in a _container_ on your dashboard.
*NOTE:* If you see a message about the container's height or width being too small, <<resizing-containers,resize the
NOTE: If you see a message about the container's height or width being too small, <<resizing-containers,resize the
container>>.
[float]
[[saving-dashboards]]
==== Saving Dashboards
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.
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.
[float]
[[loading-a-saved-dashboard]]
==== Loading a Saved Dashboard
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
Objects*, to manage your saved dashboards.
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 for managing your saved dashboards. You can
also access the Object Editor by clicking *Settings > Edit Saved Objects*.
[float]
[[sharing-dashboards]]
==== Sharing Dashboards
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.
You can share dashboards with other users. You can share a direct link to the Kibana dashboard or embed the dashboard
in your Web page.
NOTE: A user must have Kibana access in order to view embedded dashboards.
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.
[float]
[[embedding-dashboards]]
@ -59,13 +70,12 @@ Click the *Share* button to display HTML code to embed the dashboard in another
To embed a dashboard, copy the embed code from the _Share_ display into your external web application.
NOTE: A user must have Kibana access in order to view embedded dashboards.
[float]
[[customizing-your-dashboard]]
=== Customizing Dashboard Elements
The visualizations in your dashboard are stored in _containers_. This section discusses customizing these containers.
The visualizations in your dashboard are stored in resizable _containers_ that you can arrange on the dashboard. This
section discusses customizing these containers.
[float]
[[moving-containers]]
@ -88,14 +98,15 @@ confirm the new container size.
[[removing-containers]]
==== Removing Containers
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.
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 delete the saved visualization in that container.
[float]
[[viewing-detailed-information]]
==== Viewing Detailed Information
To display the data that creates the visualization, click the bar at the bottom of the container. The raw data
replaces the visualization with four tabs with detailed information about the data, as in this example:
To display the raw data behind the visualization, click the bar at the bottom of the container. Tabs with detailed
information about the raw data replace the visualization, as in this example:
[horizontal]
*Table*:: A representation of the underlying data, presented as a paginated data grid. You can sort the items
@ -114,4 +125,5 @@ image:images/NYCTA-Statistics.png[]
[[changing-the-visualization]]
=== Changing the Visualization
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.
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>> page.

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[[visualize]]
== Visualize
You can use Kibana's _Visualize_ app to design and create data visualizations. You can save these visualizations, use
You can use the _Visualize_ page to design data visualizations. You can save these visualizations, use
them individually, or combine visualizations into a _dashboard_. A visualization can be based on one of the following
data source types:
@ -9,28 +9,25 @@ data source types:
* A saved search
* An existing saved visualization
Visualizations are based on the {ref}/search-aggregations.html[aggregation] feature introduced in Elasticsearch 1.
Visualizations rely on the {ref}/search-aggregations.html[aggregation] feature introduced in Elasticsearch 1.
[float]
[[getting-started]]
=== Creating a New Visualization
To start the New Visualization wizard, click on the *Visualize* tab at the top left of the screen. Alternately, you can
click the *New Visualization* button image:images/K4NewDocument.png[New Document button] in the toolbar panel to the
right of the search bar. The wizard guides you through the following steps:
To start the New Visualization wizard, click on the *Visualize* tab at the top left of the page. If you are already
creating a visualization, you can click the *New Visualization* button image:images/K4NewDocument.png[New Document
button] in the toolbar to the right of the search bar. The wizard guides you through the following steps:
[float]
[[newvis01]]
==== Step 1: Choose the Visualization Type
The New Visualization wizard starts with the following screen:
The New Visualization wizard starts with the following page:
image:images/NewViz01.png[]
The data table, Markdown, and metric elements aren't visualizations, but all the elements on the list can be included
in a <<dashboard,Dashboard>>.
You can also open a saved visualization that you created earlier. The saved visualization selector includes a text
You can also load a saved visualization that you created earlier. The saved visualization selector includes a text
field to filter by visualization name and a link to the Object Editor, accessible through *Settings > Edit Saved
Objects*, to manage your saved visualizations.
@ -42,9 +39,9 @@ selection.
[[newvis02]]
==== Step 2: Choose a Data Source
You can choose a new or saved search to serve as the data source for your visualization. Searches are based on an
_index pattern_, which is a regular expression that matches the indices you want to visualize. After selecting _new
search_, select an index pattern from the drop-down to bring up the visualization editor.
You can choose a new or saved search to serve as the data source for your visualization. Searches are associated with
an index or a set of indexes. When you select _new search_ on a system with multiple indices configured, select an
index pattern from the drop-down to bring up the visualization editor.
// How is this drop-down populated? Is it just a list of all indices in the cluster? Can I configure the contents?
@ -58,19 +55,19 @@ When you make changes to the search that is linked to the visualization, the vis
The visualization editor enables you to configure and edit visualizations. The visualization editor has the following
main elements:
image:images/VizEditor.png[]
1. <<toolbar-panel,Toolbar Panel>>
1. <<toolbar-panel,Toolbar>>
2. <<aggregation-builder,Aggregation Builder>>
3. <<preview-canvas,Preview Canvas>>
image:images/VizEditor.png[]
[float]
[[toolbar-panel]]
===== Toolbar Panel
===== Toolbar
The toolbar panel has a search field for interactive data searches, as well as toolbars to manage saving and loading
visualizations. For visualizations based on saved searches, the search bar is initially disabled. Double-click the
grayed-out search field to enable interactive searching.
The toolbar has a search field for interactive data searches, as well as controls to manage saving and loading
visualizations. For visualizations based on saved searches, the search bar is grayed out. To edit the search, replacing
the saved search with the edited version, double-click the search field.
// Why does it behave this way? I'd like to be able to say 'for saved searches interactive searches are disabled
// because $REASONS'.
@ -83,20 +80,26 @@ the current visualization.
[[aggregation-builder]]
===== Aggregation Builder
Use the aggregation builder on the left of the screen to configure the
Use the aggregation builder on the left of the page to configure the
{ref}/search-aggregations.html#\_metrics_aggregations[metric] and
{ref}/search-aggregations.html#\_bucket_aggregations[bucket] aggregations used in your visualization. Buckets are
analogous to SQL `GROUP BY` statements. For more information on aggregations, see the main
{ref}/search-aggregations.html[Elasticsearch documentation].
{ref}/search-aggregations.html[Elasticsearch aggregations reference].
In bar or line chart visualizations, use _metric_ for the y-axis and _buckets_ are used for the x-axis, segment bar
In bar or line chart visualizations, use _metrics_ for the y-axis and _buckets_ are used for the x-axis, segment bar
colors, and row/column splits. For pie charts, use the metric for the slice size and the bucket for the number of
slices.
// "Other visualizations may use these in new and different ways." < Such as? Would it be useful to add an appendix
// on advanced visualizations or a cookbook of neat nonintuitive vis tricks?
Choose the metric aggregation for your visualization's Y axis, such as count, average, sum, min, max, or cardinality
Choose the metric aggregation for your visualization's Y axis, such as
{ref}/search-aggregations-metrics-valuecount-aggregation.html[count],
{ref}/search-aggregations-metrics-avg-aggregation.html[average],
{ref}/search-aggregations-metrics-sum-aggregation.html[sum],
{ref}/search-aggregations-metrics-min-aggregation.html[min],
{ref}/search-aggregations-metrics-max-aggregation.html[max], or
{ref}/search-aggregations-metrics-cardinality-aggregation.html[cardinality]
(unique count). Use bucket aggregations for the visualization's X axis, color slices, and row/column splits. Common
bucket aggregations include date histogram, range, terms, filters, and significant terms.