* [DOCS] New Lens docs * Reformatting * Images * Updated images * Updated beta tag * Comments from Gail pt 1 * Comments from Gail pt 2 * Fixes * [DOCS] New Lens docs * Final clean up * Remove reference and provide more task documentation for Lens * Reformatting and style guuide changes * Comments from Gail
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@ -24,9 +24,10 @@ To create a visualization:
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. Click on *Visualize* in the side navigation.
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. Click the *Create new visualization* button or the **+** button.
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. Choose the visualization type:
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+
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* *Basic charts*
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[horizontal]
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<<lens,Lens>>:: Quickly build several types of basic visualizations by simply dragging and dropping the data fields you want to display.
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<<xy-chart,Line, Area and Bar charts>>:: Compare different series in X/Y charts.
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<<heatmap-chart,Heat maps>>:: Shade cells within a matrix.
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<<pie-chart,Pie chart>>:: Display each source's contribution to a total.
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@ -142,6 +143,8 @@ include::{kib-repo-dir}/visualize/saving.asciidoc[]
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include::{kib-repo-dir}/visualize/visualize_rollup_data.asciidoc[]
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include::{kib-repo-dir}/visualize/lens.asciidoc[]
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include::{kib-repo-dir}/visualize/xychart.asciidoc[]
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include::{kib-repo-dir}/visualize/controls.asciidoc[]
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186
docs/visualize/lens.asciidoc
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@ -0,0 +1,186 @@
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[role="xpack"]
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[[lens]]
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== Lens
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beta[]
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|
||||
*Lens* provides you with a simple and fast way to create visualizations from your Elasticsearch data. With Lens, you can:
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* Quickly build visualizations by dragging and dropping data fields.
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|
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* Understand your data with a summary view on each field.
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|
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* Easily change the visualization type by selecting the automatically generated visualization suggestions.
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|
||||
* Save your visualization for use in a dashboard.
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|
||||
[float]
|
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[[drag-drop]]
|
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=== Drag and drop
|
||||
|
||||
The data panel in the left column shows the data fields for the selected time period. When
|
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you drag a field from the data panel, Lens highlights where you can drop that field. The first time you drag a data field,
|
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you'll see two places highlighted in green:
|
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|
||||
* The visualization builder pane
|
||||
|
||||
* The *X-axis* or *Y-axis* fields in the right column
|
||||
|
||||
You can incorporate many fields into your visualization, and Lens uses heuristics to decide how
|
||||
to apply each one to the visualization.
|
||||
|
||||
[role="screenshot"]
|
||||
image::images/lens_drag_drop.gif[]
|
||||
|
||||
TIP: Drag-and-drop capabilities are available only when Lens knows how to use the data. You can still customize
|
||||
your visualization if Lens is unable to make a suggestion.
|
||||
|
||||
[float]
|
||||
[[apply-lens-filters]]
|
||||
==== Find the right data
|
||||
|
||||
Lens shows you fields based on the <<index-patterns, index patterns>> you have defined in
|
||||
{kib}, and the current time range. When you change the index pattern or time filter,
|
||||
the list of fields are updated.
|
||||
|
||||
To narrow the list of fields you see in the left panel, you can:
|
||||
|
||||
* Enter the field name in *Search field names*.
|
||||
|
||||
* Click *Filter by type*, then select the filter. You can also select *Only show fields with data*
|
||||
to show the full list of fields from the index pattern.
|
||||
|
||||
[float]
|
||||
[[view-data-summaries]]
|
||||
==== Data summaries
|
||||
|
||||
To help you decide exactly the data you want to display, get a quick summary of each data field.
|
||||
The summary shows the distribution of values in the time range.
|
||||
|
||||
To view the data information, navigate to a data field, then click *i*.
|
||||
|
||||
[role="screenshot"]
|
||||
image::images/lens_data_info.gif[]
|
||||
|
||||
[float]
|
||||
[[change-the-visualization-type]]
|
||||
==== Change the visualization type
|
||||
|
||||
With Lens, you are no longer required to build each visualization from scratch. Lens allows
|
||||
you to switch between any supported chart type at any time. Lens also provides
|
||||
suggestions, which are shortcuts to alternate visualizations based on the data you have.
|
||||
|
||||
You can switch between suggestions without losing your previous state:
|
||||
|
||||
[role="screenshot"]
|
||||
image::images/lens_suggestions.gif[]
|
||||
|
||||
If you want to switch to a chart type that is not suggested, click the chart type in the
|
||||
top right, then select a chart type. When there is an exclamation point (!)
|
||||
next to a chart type, Lens is unable to transfer your current data, but
|
||||
still allows you to make the change.
|
||||
|
||||
[float]
|
||||
[[customize-operation]]
|
||||
==== Customize the data for your visualization
|
||||
|
||||
Lens allows some customizations of the data for each visualization.
|
||||
|
||||
. Change the index pattern.
|
||||
|
||||
.. In the left column, click the index pattern name.
|
||||
|
||||
.. Select the new index pattern.
|
||||
+
|
||||
If there is a match, Lens displays the new data. All fields that do not match the index pattern are removed.
|
||||
|
||||
. Change the data field options, such as the aggregation or label.
|
||||
|
||||
.. Click *Drop a field here* or the field name in the right column.
|
||||
|
||||
.. Change the options that appear depending on the type of field.
|
||||
|
||||
[float]
|
||||
[[layers]]
|
||||
==== Layers in bar, line, and area charts
|
||||
|
||||
The bar, line, and area charts allow you to layer two different series. To add a layer, click *+*.
|
||||
|
||||
To remove a layer, click the chart icon next to the index name:
|
||||
|
||||
[role="screenshot"]
|
||||
image::images/lens_remove_layer.png[]
|
||||
|
||||
[float]
|
||||
[[lens-tutorial]]
|
||||
=== Lens tutorial
|
||||
|
||||
Ready to create your own visualization with Lens? Use the following tutorial to create a visualization that
|
||||
lets you compare sales over time.
|
||||
|
||||
[float]
|
||||
[[lens-before-begin]]
|
||||
==== Before you begin
|
||||
|
||||
To start, you'll need to add the <<add-sample-data, sample ecommerce data>>.
|
||||
|
||||
[float]
|
||||
==== Build the visualization
|
||||
|
||||
Drag and drop your data onto the visualization builder pane.
|
||||
|
||||
. Open *Visualize*, then click *Create visualization*.
|
||||
|
||||
. On the *New Visualization* window, click *Lens*.
|
||||
|
||||
. In the left column, select the *kibana_sample_data_ecommerce* index.
|
||||
|
||||
. Click image:images/time-filter-calendar.png[], then click *Last 7 days*. The list of data fields are updated.
|
||||
|
||||
. Drag and drop the *taxful_total_price* data field to the visualization builder pane.
|
||||
+
|
||||
[role="screenshot"]
|
||||
image::images/lens_tutorial_1.png[Lens tutorial]
|
||||
|
||||
Lens has taken your intent to see *taxful_total_price* and added in the *order_date* field to show
|
||||
average order prices over time.
|
||||
|
||||
To break down your data, drag the *category.keyword* field to the visualization builder pane. Lens
|
||||
understands that you want to show the top categories and compare them across the dates,
|
||||
and creates a chart that compares the sales for each of the top 3 categories:
|
||||
|
||||
[role="screenshot"]
|
||||
image::images/lens_tutorial_2.png[Lens tutorial]
|
||||
|
||||
[float]
|
||||
[[customize-lens-visualization]]
|
||||
==== Further customization
|
||||
|
||||
Customize your visualization to look exactly how you want.
|
||||
|
||||
. In the right column, click *Average of taxful_total_price*.
|
||||
|
||||
.. Change the *Label* to `Sales`, or a name that you prefer for the data.
|
||||
|
||||
. Click *Top values of category.keyword*.
|
||||
|
||||
.. Increase *Number of values* to `10`. The visualization updates in the background to show there are only
|
||||
six available categories.
|
||||
|
||||
. Look at the suggestions. None of them show an area chart, but for sales data, a stacked area chart
|
||||
might make sense. To switch the chart type:
|
||||
|
||||
.. Click *Stacked bar chart* in the right column.
|
||||
|
||||
.. Click *Stacked area*.
|
||||
+
|
||||
[role="screenshot"]
|
||||
image::images/lens_tutorial_3.png[Lens tutorial]
|
||||
|
||||
[float]
|
||||
[[lens-tutorial-next-steps]]
|
||||
==== Next steps
|
||||
|
||||
Now that you've created your visualization in Lens, you can add it to a Dashboard.
|
||||
|
||||
For more information, see <<dashboard,Dashboard>>.
|