129 lines
4.2 KiB
Plaintext
129 lines
4.2 KiB
Plaintext
[role="xpack"]
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[[canvas-tutorial]]
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== Tutorial: Create a workpad for monitoring sales
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To familiarize yourself with *Canvas*, add the Sample eCommerce orders data, then use the data to create a workpad for monitoring sales at an eCommerce store.
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[float]
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=== Open and set up Canvas
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To create a workpad of the eCommerce store data, add the data set, then create the workpad.
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. Go to the {kib} *Home* page, then click *Try our sample data*.
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. On the *Sample eCommerce orders data* card, click *Add data*.
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. Open the main menu, then click *Canvas*.
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. On the *Canvas workpads* page, click *Create workpad*.
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[float]
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=== Customize your workpad with images
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To customize your workpad to look the way you want, add your own images.
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. Click *Add element > Image > Image*.
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+
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The default Elastic logo image appears on the page.
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. To add your own image, click the Elastic logo, then drag the image file to the *Select or drag and drop an image* field.
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[role="screenshot"]
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image::images/canvas-image-element.png[Image showing how to add the image element]
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[float]
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=== Customize your data with metrics
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Customize your data by connecting it to the Sample eCommerce orders data.
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. Click *Add element > Chart > Metric*.
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By default, the element is connected to the demo data, which enables you to experiment with the element before you connect it to your own data source.
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. To connect the element to your own data source, make sure that the element is selected, click *Data > Demo data > Elasticsearch SQL*.
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.. In the *Query* field, enter the following:
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`SELECT sum(taxless_total_price) AS sum_total_price FROM "kibana_sample_data_ecommerce"`
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.. Click *Save*.
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The query selects the total price field and sets it to the sum_total_price field. All fields are pulled from the kibana_sample_data_ecommerce index.
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. At this point, the element appears as an error, so you need to change the element display options.
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.. Click *Display*
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.. From the *Value* drop-down lists, make sure that *Unique* is selected, then select *sum_total_price*.
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.. Change the *Label* to `Total sales`.
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. The error is gone, but the element could use some formatting. To format the number, use the *Canvas* expression language.
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.. Click *Expression editor*.
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You're now looking at the raw data syntax that Canvas uses to display the element.
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.. Change `metricFormat="0,0.[000]"` to `metricFormat="$0a"`.
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.. Click *Run*.
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[role="screenshot"]
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image::images/canvas-metric-element.png[Image showing changes to the Canvas workpad]
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[float]
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=== Show off your data with charts
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To show what your data can do, add charts, graphs, progress monitors, and more to your workpad.
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. Click *Add element > Chart > Area*.
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. Make sure that the element is selected, then click *Data > Demo data > Elasticsearch SQL*.
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.. To obtain the taxless total price by date, enter the following in the *Query* field:
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`SELECT order_date, taxless_total_price FROM "kibana_sample_data_ecommerce" ORDER BY order_date`
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.. Click *Save*.
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. Change the display options.
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.. Click *Display*
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.. From the *X-axis* drop-down lists, select *Value*, then select *order_date*.
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.. From the *Y-axis* drop-down lists, select *Value*, then select *taxless_total_price*.
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[role="screenshot"]
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image::images/canvas-chart-element.png[Image showing Canvas workpad with sample data graph]
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[float]
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=== Show how your data changes over time
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To focus your data on a specific time range, add the time filter.
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. Click *Add element > Filter > Time filter*.
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. Click *Display*
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. To use the date time field from the sample data, enter `order_date` in the *Column* field, then click *Set*.
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[role="screenshot"]
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image::images/canvas-timefilter-element.png[Image showing Canvas workpad with filtered sample data graph]
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To see how the data changes, set the time filter to *Last 7 days*. As you change the time filter options, the elements automatically update.
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Your workpad is complete!
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[float]
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=== What's next?
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Now that you know the basics, you're ready to explore on your own.
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Here are some things to try:
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* Play with the {kibana-ref}/add-sample-data.html[sample Canvas workpads].
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* Build presentations of your own data with <<create-workpads,workpads>>.
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* Deep dive into the {kibana-ref}/canvas-function-reference.html[expression language and functions] that drive *Canvas*.
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