397 lines
13 KiB
Text
397 lines
13 KiB
Text
[[dashboard]]
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= Dashboard and visualizations
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[partintro]
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--
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**_Visualize your data with dashboards._**
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The best way to understand your data is to visualize it. With dashboards, you can turn your data from one or more <<index-patterns, index patterns>> into a collection of panels
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that bring clarity to your data, tell a story about your data, and allow you to focus on only the data that's important to you.
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[role="screenshot"]
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image:images/dashboard_ecommerceRevenueDashboard_7.15.0.png[Example dashboard]
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Panels display your data in charts, tables, maps, and more, which allow you to compare your data side-by-side to identify patterns and connections. Dashboards support several types of panels to display your data, and several options to create panels.
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[cols="2"]
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|===
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| <<aggregation-reference,Editors>>
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| Use one of the editors to create visualizations of your data. Each editor varies in capabilities for all levels of analysts.
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| <<maps,Maps>>
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| Create beautiful displays of your geographical data.
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| <<xpack-ml-anomalies,Anomaly swim lane>>
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| Display the results from machine learning anomaly detection jobs.
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| <<xpack-ml-anomalies,Anomaly chart>>
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| Display an anomaly chart from the *Anomaly Explorer*.
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| <<logs-app,Log stream>>
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| Display a table of live streaming logs.
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| <<add-controls,Tools>>
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| Add interactive filters with *Controls* panels.
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| <<add-text,Text>>
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| Add context to your panels with *Text*.
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|===
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[float]
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[[create-dashboards]]
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== Create dashboards
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Dashboards provide you with the space where you add panels of your data.
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[float]
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[[dashboard-minimum-requirements]]
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=== Minimum requirements
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To create dashboards, you must meet the minimum requirements.
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* If you need to set up {kib}, use https://www.elastic.co/cloud/elasticsearch-service/signup?baymax=docs-body&elektra=docs[our free trial].
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* Make sure you have {ref}/getting-started-index.html[data indexed into {es}] and an <<index-patterns,index pattern>>.
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* When the read-only indicator appears, you have insufficient privileges
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to create or save dashboards, and the options to create and save dashboards are not visible. For more information,
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refer to <<xpack-security-authorization,Granting access to {kib}>>.
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[float]
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[[open-the-dashboard]]
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=== Open the dashboard
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Begin with an empty dashboard, or open an existing dashboard.
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. Open the main menu, then click *Dashboard*.
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. On the *Dashboards* page, choose one of the following options:
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* To start with an empty dashboard, click *Create dashboard*.
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+
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When you create a dashboard, you are automatically in edit mode and can make changes to the dashboard.
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* To open an existing dashboard, click the dashboard *Title* you want to open.
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+
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When you open an existing dashboard, you are in view mode. To make changes to the dashboard, click *Edit* in the toolbar.
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[float]
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[[create-panels-with-lens]]
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=== Create and add panels
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You create panels using the editors, which you can access from the dashboard toolbar or the *Visualize Library*, or add panels that are saved in the *Visualize Library*, or search results from <<save-your-search,*Discover*>>.
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To create panels from the dashboard toolbar, use one of the following options:
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* *Create visualization* — Opens the drag-and-drop editor, which is the recommended way to create visualization panels.
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* *All types* — Opens the menu for all of the editors and panel types.
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To create panels from the *Visualize Library*:
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. Open the main menu, then click *Visualize Library*.
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. Click *Create visualization*, then select an editor.
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To add existing panels from the *Visualize Library*:
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. In the dashboard toolbar, click *Add from library*.
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. Click the panel you want to add to the dashboard, then click *X*.
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+
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When a panel contains a saved query, both queries are applied.
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+
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When you add search results from *Discover* to dashboards, the results are not aggregated.
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[[tsvb]]
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[float]
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[[save-panels]]
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=== Save and add panels
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Consider where you want to save and add the panel in {kib}.
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[float]
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[[save-to-visualize-library]]
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==== Save to the Visualize Library
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To use the panel on other dashboards and *Canvas* workpads, save the panel to the *Visualize Library*. When panels are saved in the *Visualize Library*, image:dashboard/images/visualize-library-icon.png[Visualize Library icon] appears in the panel header.
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If you created the panel from the dashboard:
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. In the editor, click *Save to library*.
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. Enter the *Title* and add any applicable <<managing-tags,*Tags*>>.
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. Make sure that *Add to Dashboard after saving* is selected.
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. Click *Save and return*.
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If you created the panel from the *Visualize Library*:
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. In the editor, click *Save*.
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. On the *Save* window, enter the *Title*.
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. Choose one of the following options:
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* To save the panel to a dashboard and the *Visualize Library*, select *Add to library*, add any applicable <<managing-tags,*Tags*>>, then click *Save and go to Dashboard*.
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* To save the panel only to the *Visualize Library*, select *None*, add any applicable <<managing-tags,*Tags*>>, then click *Save and add to library*.
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[float]
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[[save-to-the-dashboard]]
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==== Save to the dashboard
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Return to the dashboard and add the panel without specifying the save options or adding the panel to the *Visualize Library*.
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If you created the panel from the dashboard:
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. In the editor, click *Save and return*.
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. Add an optional title to the panel.
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.. In the panel header, click *No Title*.
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.. On the *Customize panel* window, select *Show panel title*.
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.. Enter the *Panel title*, then click *Save*.
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If you created the panel from the *Visualize Library*:
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. Click *Save*.
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. On the *Save* window, enter the *Title*.
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. Choose one of the following options:
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* If you want to add the panel to an existing dashboard, select *Existing*, select the dashboard from the dropdown, then click *Save and go to Dashboard*.
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* If you want to add the panel to a new dashboard, select *New*, then click *Save and go to Dashboard*.
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To add unsaved dashboard panels to the *Visualize Library*:
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. Open the panel menu, then select *More > Save to library*.
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. Enter the panel title, then click *Save*.
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[float]
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[[add-text]]
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== Add context to panels
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To provide context to your dashboard panels, add *Text* panels that display important information, instructions, images, and more. You create *Text* panels using GitHub-flavored Markdown text.
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. On the dashboard, click image:images/dashboard_createNewTextButton_7.15.0.png[Create New Text button in dashboard toolbar].
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. In the *Markdown* field, enter the text, then click *Update*.
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For example, when you enter:
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[role="screenshot"]
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image::images/markdown_example_1.png[Markdown text with links]
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The following instructions are displayed:
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[role="screenshot"]
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image::images/markdown_example_2.png[Panel with markdown link text]
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Or when you enter:
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[role="screenshot"]
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image::images/markdown_example_3.png[Markdown text with image file]
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The following image is displayed:
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[role="screenshot"]
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image::images/markdown_example_4.png[Panel with markdown image]
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For detailed information about writing on GitHub, click *Help*.
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[float]
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[[save-the-markdown-panel]]
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=== Save and add the panel
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Save the panel to the *Visualize Library* and add it to the dashboard, or add it to the dashboard without saving.
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To save the panel to the *Visualize Library*:
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. Click *Save to library*.
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. Enter the *Title* and add any applicable <<managing-tags,*Tags*>>.
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. Make sure that *Add to Dashboard after saving* is selected.
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. Click *Save and return*.
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To save the panel to the dashboard:
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. Click *Save and return*.
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. Add an optional title to the panel.
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.. In the panel header, click *No Title*.
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.. On the *Customize panel* window, select *Show panel title*.
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.. Enter the *Panel title*, then click *Save*.
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[float]
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[[arrange-panels]]
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[[moving-containers]]
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[[resizing-containers]]
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== Arrange panels
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Compare the data in your panels side-by-side, organize panels by priority, resize the panels so they all appear immediately on the dashboard, and more.
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In the toolbar, click *Edit*, then use the following options:
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* To move, click and hold the panel header, then drag to the new location.
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* To resize, click the resize control, then drag to the new dimensions.
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* To maximize to fullscreen, open the panel menu, then click *More > Maximize panel*.
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[float]
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[[edit-panels]]
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== Edit panels
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To make changes to the panel, use the panel menu options.
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. In the toolbar, click *Edit*.
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. Open the panel menu, then use the following options:
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* *Edit lens* — Opens *Lens* so you can make changes to the visualization.
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* *Edit visualization* — Opens the editor so you can make changes to the panel.
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To make changes without changing the original version, open the panel menu, then click *More > Unlink from library*.
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* *Edit panel title* — Opens the *Customize panel* window to change the *Panel title*.
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* *More > Replace panel* — Opens the *Visualize Library* so you can select a new panel to replace the existing panel.
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* *More > Delete from dashboard* — Removes the panel from the dashboard.
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If you want to use the panel later, make sure that you save the panel to the *Visualize Library*.
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[float]
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[[duplicate-panels]]
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== Duplicate panels
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To duplicate a panel and the configured functionality, use the clone and copy panel options. Cloned and copied panels replicate all of the functionality from the original panel,
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including renaming, editing, and cloning.
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[float]
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[[clone-panels]]
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=== Clone panels
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Cloned panels appear next to the original panel, and move the other panels to provide a space on the dashboard.
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. In the toolbar, click *Edit*.
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. Open the panel menu, then select *Clone panel*.
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When cloned panels are saved in the *Visualize Library*, image:dashboard/images/visualize-library-icon.png[Visualize Library icon] appears in the header.
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[float]
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[[copy-to-dashboard]]
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=== Copy panels
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Copy panels from one dashboard to another dashboard.
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. Open the panel menu, then select *More > Copy to dashboard*.
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. On the *Copy to dashboard* window, select the dashboard, then click *Copy and go to dashboard*.
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[float]
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[[search-or-filter-your-data]]
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== Search and filter your data
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{kib} supports several ways to search your data and apply {es} filters. You can combine the filters with any panel
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filter to display the data want to you see.
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For more information about {kib} and {es} filters, refer to <<kibana-concepts-analysts,{kib} concepts>>.
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To apply a panel-level time filter:
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. Open the panel menu, then select *More > Customize time range*.
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. Enter the time range you want to view, then click *Add to panel*.
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[float]
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[[apply-design-options]]
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== Apply design options
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Apply a set of design options to the entire dashboard.
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. If you're in view mode, click *Edit* in the toolbar.
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. In the toolbar, *Options*, then use the following options:
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* *Use margins between panels* — Adds a margin of space between each panel.
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* *Show panel titles* — Displays the titles in the panels headers.
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* *Sync color pallettes across panels* — Applies the same color palette to all panels on the dashboard.
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[float]
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[[save-dashboards]]
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== Save dashboards
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When you've finished making changes to the dashboard, save it.
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If you are saving a new dashboard:
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. In the toolbar, click *Save*.
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. On the *Save dashboard* window, enter the *Title* and an optional *Description*.
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. Add any applicable <<managing-tags,*Tags*>>.
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. To save the time filter to the dashboard, select *Store time with dashboard*.
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. Click *Save*.
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If you are saving an existing dashboard, click *Save*.
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To exit *Edit* mode, click *Switch to view mode*.
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[float]
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[[download-csv]]
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== Download panel data
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Download panel data in a CSV file. When you download visualization panels with multiple layers, each layer produces a CSV file, and the file names contain the visualization and layer index names.
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. Open the panel menu, then select *Inspect*.
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. Click *Download CSV*, then select the format type from the dropdown:
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* *Formatted CSV* — Contains human-readable dates and numbers.
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* *Unformatted* — Best used for computer use.
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[float]
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[[share-the-dashboard]]
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== Share dashboards
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To share the dashboard with a larger audience, click *Share* in the toolbar. For detailed information about the sharing options, refer to <<reporting-getting-started,Reporting>>.
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[float]
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[[import-dashboards]]
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== Export dashboards
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To automate {kib}, you can export dashboards as NDJSON using the <<saved-objects-api-export, Export objects API>>. It is important to export dashboards with all necessary references.
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--
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include::tutorial-create-a-dashboard-of-lens-panels.asciidoc[]
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include::lens-advanced.asciidoc[]
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include::create-panels-with-editors.asciidoc[]
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include::make-dashboards-interactive.asciidoc[]
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include::dashboard-troubleshooting.asciidoc[]
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