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[DOCS] Adds Making dashboards interactive (#102815)
* [DOCS] M Adds interactive dashboard content * [DOCS] Adds Making dashboards interactive * Fixes drilldowns broken links * Update docs/user/dashboard/make-dashboards-interactive.asciidoc Co-authored-by: Wylie Conlon <wylieconlon@gmail.com> * Adds metadata * Update docs/user/dashboard/make-dashboards-interactive.asciidoc Co-authored-by: gchaps <33642766+gchaps@users.noreply.github.com> * Update docs/user/dashboard/make-dashboards-interactive.asciidoc Co-authored-by: gchaps <33642766+gchaps@users.noreply.github.com> * Update docs/user/dashboard/make-dashboards-interactive.asciidoc Co-authored-by: gchaps <33642766+gchaps@users.noreply.github.com> * Review comments Co-authored-by: Wylie Conlon <wylieconlon@gmail.com> Co-authored-by: gchaps <33642766+gchaps@users.noreply.github.com>
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@ -27,12 +27,12 @@ Panels display your data in charts, tables, maps, and more, which allow you to c
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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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| 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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| <<enhance-dashboards,Tools>>
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| <<add-controls,Tools>>
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| Add context to your panels with <<add-text,text>>, or add dynamic filters with <<add-controls,*Controls*>>.
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|===
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@ -131,6 +131,38 @@ If you change your mind and want to add the panel to the *Visualize 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.
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You create *Text* panels using GitHub-flavored Markdown text. For information about GitHub-flavored Markdown text, click *Help*.
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. From the dashboard, click *All types*, then select *Text*.
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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[]
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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[]
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Or when you enter:
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[role="screenshot"]
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image::images/markdown_example_3.png[]
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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[]
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[float]
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[[edit-panels]]
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== Edit panels
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@ -316,8 +348,6 @@ include::lens-advanced.asciidoc[]
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include::create-panels-with-editors.asciidoc[]
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include::enhance-dashboards.asciidoc[]
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include::drilldowns.asciidoc[]
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include::make-dashboards-interactive.asciidoc[]
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include::aggregation-reference.asciidoc[]
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docs/user/dashboard/images/drilldown_on_data_table.gif
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docs/user/dashboard/images/drilldown_on_data_table.gif
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docs/user/dashboard/make-dashboards-interactive.asciidoc
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docs/user/dashboard/make-dashboards-interactive.asciidoc
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@ -0,0 +1,241 @@
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[[role="xpack"]]
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[[drilldowns]]
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== Make dashboards interactive
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:keywords: administrator, analyst, concept, task, analyze, dashboard, controls, drilldowns
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:description: Add interactive capabilities to your dashboard, such as controls that allow \
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you to apply dashboard-level filters, and drilldowns that allow you to navigate to other \
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dashboards and external websites.
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Add interactive capabilities to your dashboard, such as controls that allow you to apply dashboard-level filters, and drilldowns that allow you to navigate to other dashboards and external websites.
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*Controls* panels allow you to apply dashboard-level filters based on values from a list, or a range of values.
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{kib} supports two types of *Controls*:
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* *Options list* — Filters content based on one or more specified options. The dropdown menu is dynamically populated with the results of a terms aggregation.
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For example, use the options list on the sample flight dashboard when you want to filter the data by origin city and destination city.
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* *Range slider* — Filters data within a specified range of numbers. The minimum and maximum values are dynamically populated with the results of a
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min and max aggregation. For example, use the range slider when you want to filter the sample flight dashboard by a specific average ticket price.
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+
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[role="screenshot"]
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image::images/dashboard-controls.png[]
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Panels have built-in interactive capabilities that apply filters to the dashboard data. For example, when you drag a time range or click a pie slice, a filter for the time range or pie slice is applied. Drilldowns let you customize the interactive behavior while keeping the context of the interaction.
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{kib} supports two types of drilldowns:
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* *Dashboard* — Navigates you from one dashboard to another dashboard. For example, when can create a drilldown for a *Lens* panel that navigates you from a summary dashboard to a dashboard with a filter for a specific host name.
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* *URL* — Navigates you from a dashboard to an external website. For example, a website with the specific host name as a parameter.
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++++
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<script type="text/javascript" async
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src="https://play.vidyard.com/embed/v4.js"></script>
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<img
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style="width: 100%; margin: auto; display: block;"
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class="vidyard-player-embed"
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src="https://play.vidyard.com/UhGkdJGC32HRn3oS5ZYJL1.jpg"
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data-uuid="UhGkdJGC32HRn3oS5ZYJL1"
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data-v="4"
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data-type="inline"
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/>
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</br>
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++++
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Third-party developers can create drilldowns. To learn how to code drilldowns, refer to {kib-repo}blob/{branch}/x-pack/examples/ui_actions_enhanced_examples[this example plugin].
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[float]
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[[add-controls]]
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=== Add Controls panels
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Add interactive dashboard-level filter panels to your dashboard.
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. On the dashboard, click *All types*, then select *Controls*.
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. Click *Options*, then configure the following options:
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* *Update {kib} filters on each change* — When selected, all interactive inputs create filters that refresh the dashboard. When unselected,
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{kib} filters are created only when you click *Apply changes*.
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* *Use time filter* — When selected, the aggregations that generate the options list and time range are connected to the <<set-time-filter,time filter>>.
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* *Pin filters for all applications* — When selected, all filters created by interacting with the inputs are automatically pinned.
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. Click *Update*
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[float]
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[[dashboard-drilldowns]]
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=== Create dashboard drilldowns
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Dashboard drilldowns enable you to open a dashboard from another dashboard, taking the time range, filters, and other parameters with you so the context remains the same. Dashboard drilldowns help you to continue your analysis from a new perspective.
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For example, if you have a dashboard that shows the logs and metrics for multiple data centers, you can create a drilldown that navigates from the dashboard that shows multiple data centers, to a dashboard that shows a single data center or server.
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[role="screenshot"]
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image:images/drilldown_on_data_table.gif[Drilldown on data table that navigates to another dashboard]
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The panels you create using the following editors support dashboard drilldowns:
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* *Lens*
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* *Maps*
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* *TSVB*
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* *Vega*
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* *Aggregation-based* area chart, data table, heat map, horitizontal bar chart, line chart, pie chart, tag cloud, and vertical bar chart
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* *Timelion*
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[float]
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==== Create and set up the dashboards you want to connect
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Use the <<gs-get-data-into-kibana,*Sample web logs*>> data to create a dashboard and add panels, then set a search and filter on the *[Logs] Web traffic* dashboard.
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. Add the *Sample web logs* data.
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. Create a new dashboard, click *Add from Library*, then add the following panels:
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* *[Logs] Heatmap*
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* *[Logs] Host, Visits, and Bytes Table*
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* *[Logs] Total Requests and Bytes*
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* *[Logs] Visitors by OS*
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. Set the <<set-time-filter,time filter>> to *Last 30 days*.
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. Save the dashboard. In the *Title* field, enter `Host Overview`.
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. Open the *[Logs] Web traffic* dashboard.
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. Create a data table.
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.. In the toolbar, click *Edit*.
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.. Click *Create visualization*.
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.. From the *Chart type* dropdown, select *Table*.
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.. From the *Available fields* list, drag and drop the following fields onto the visualization builder:
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* *agent.keyword*
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* *bytes*
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* *geo.src*
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* *ip*
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.. In the editor, remove *Count of records*, then click *Save and return*.
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. On the *[Logs] Web traffic* dashboard, set a search and filter.
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+
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[%hardbreaks]
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Search: `extension.keyword: ("gz" or "css" or "deb")`
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Filter: `geo.src: CN`
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[float]
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==== Create the drilldown
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Create a drilldown that opens the *Host Overview* dashboard from the *[Logs] Web traffic* dashboard.
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. Open the panel menu for the data table you created, then select *Create drilldown*.
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. Click *Go to dashboard*.
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.. Give the drilldown a name. For example, `My Drilldown`.
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.. From the *Choose a destination dashboard* dropdown, select *Host Overview*.
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.. To use the geo.src filter, KQL query, and time filter, select *Use filters and query from origin dashboard* and *Use date range from origin dashboard*.
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.. Click *Create drilldown*.
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. Save the dashboard.
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. In the data table panel, hover over a value, click *+*, then select `My Drilldown`.
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+
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[role="screenshot"]
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image::images/drilldown_on_panel.png[Drilldown on data table that navigates to another dashboard]
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[float]
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[[url-drilldowns]]
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=== Create URL drilldowns
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URL drilldowns enable you to navigate from a dashboard to external websites. Destination URLs can be dynamic, depending on the dashboard context or user interaction with a panel. To create URL drilldowns, you add <<variables,variables>> to a URL template, which configures the behavior of the drilldown.
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[role="screenshot"]
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image:images/url_drilldown_go_to_github.gif[Drilldown on pie chart that navigates to Github]
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Some panels support multiple interactions, also known as triggers.
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The <<url-template-variables,variables>> you use to create a <<url_templating-language, URL template>> depends on the trigger you choose. URL drilldowns support these types of triggers:
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* *Single click* — A single data point in the panel.
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* *Range selection* — A range of values in a panel.
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For example, *Single click* has `{{event.value}}` and *Range selection* has `{{event.from}}` and `{{event.to}}`.
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The panels you create using the following editors support dashboard drilldowns:
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* *Lens*
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* *Maps*
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* *TSVB*
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* *Aggregation-based* area chart, data table, heat map, horitizontal bar chart, line chart, pie chart, tag cloud, and vertical bar chart
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[float]
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==== Create a URL drilldown
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For example, if you have a dashboard that shows data from a Github repository, you can create a URL drilldown that opens Github from the dashboard panel.
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. Add the *Sample web logs* data.
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. Open the *[Logs] Web traffic* dashboard.
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. In the toolbar, click *Edit*.
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. Open the *[Logs] Visitors by OS* panel menu, then select *Create drilldown*.
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. Click *Go to URL*.
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.. Give the drilldown a name. For example, `Show on Github`.
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.. For the *Trigger*, select *Single click*.
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.. To navigate to the {kib} repository Github issues, enter the following in the *Enter URL* field:
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+
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[source, bash]
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----
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https://github.com/elastic/kibana/issues?q=is:issue+is:open+{{event.value}}
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----
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+
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{kib} substitutes `{{event.value}}` with a value associated with the selected pie slice.
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.. Click *Create drilldown*.
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. Save the dashboard.
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. On the *[Logs] Visitors by OS* panel, click any chart slice, then select *Show on Github*.
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+
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[role="screenshot"]
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image:images/url_drilldown_popup.png[URL drilldown popup]
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. In the list of {kib} repository issues, verify that the slice value appears.
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+
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[role="screenshot"]
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image:images/url_drilldown_github.png[Github]
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[float]
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[[manage-drilldowns]]
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=== Manage drilldowns
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Make changes to your drilldowns, make a copy of your drilldowns for another panel, and delete drilldowns.
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. Open the panel menu that includes the drilldown, then click *Manage drilldowns*.
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. On the *Manage* tab, use the following options:
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* To change drilldowns, click *Edit* next to the drilldown you want to change, make your changes, then click *Save*.
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* To make a copy, click *Copy* next to the drilldown you want to change, enter the drilldown name, then click *Create drilldown*.
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* To delete a drilldown, select the drilldown you want to delete, then click *Delete*.
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include::url-drilldown.asciidoc[]
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