[8.x] [Docs] Add visuals to the Build dashboard pages (#194234) (#194340)

# Backport

This will backport the following commits from `main` to `8.x`:
- [[Docs] Add visuals to the Build dashboard pages
(#194234)](https://github.com/elastic/kibana/pull/194234)

<!--- Backport version: 9.4.3 -->

### Questions ?
Please refer to the [Backport tool
documentation](https://github.com/sqren/backport)

<!--BACKPORT
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Add visuals to the Build dashboard pages (#194234)\n\n##
Summary\r\n\r\nAdded screenshots and gifs to the
[Build\r\nDashboards](https://www.elastic.co/guide/en/kibana/master/create-dashboards.html)\r\npages
as part of the ongoing project to add more visuals to the\r\nDashboards
docs.\r\n\r\nRel:https://github.com/elastic/platform-docs-team/issues/457
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Add visuals to the Build dashboard
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Add visuals to the Build dashboard pages (#194234)\n\n##
Summary\r\n\r\nAdded screenshots and gifs to the
[Build\r\nDashboards](https://www.elastic.co/guide/en/kibana/master/create-dashboards.html)\r\npages
as part of the ongoing project to add more visuals to the\r\nDashboards
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Add visuals to the Build dashboard pages (#194234)\n\n##
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Co-authored-by: wajihaparvez <wajiha.parvez@elastic.co>
This commit is contained in:
Kibana Machine 2024-09-28 04:53:18 +10:00 committed by GitHub
parent d282c328f9
commit 9a0cf13384
No known key found for this signature in database
GPG key ID: B5690EEEBB952194
7 changed files with 45 additions and 19 deletions

View file

@ -26,22 +26,24 @@ TIP: If you don't have data at hand and still want to explore dashboards, you ca
//To make your dashboard experience as good as possible for you and users who will view it, check the <<dashboard-best-practices,dashboard best practices>>.
. Open the *Dashboard* page in {kib}.
. Open the *Dashboards* page in {kib}.
. Select *Create dashboard* to start with an empty dashboard.
+
When you create a dashboard, you are automatically in edit mode and can make changes to the dashboard.
[[create-panels-with-lens]]
. Add content to the dashboard. You have several options covered in more details in the <<panels-editors,Visualizations section>>:
. Add content to the dashboard. You have several options covered in more detail in the <<panels-editors,Visualizations section>>:
** <<lens,**Create visualization**>>. This option is a shortcut to create a chart using **Lens**, the default visualization editor in {kib}.
** <<panels-editors,**Add panel**>>. Choose one of the available panels to add and configure content to your dashboard.
** **Add from library**. Select existing content that has already been configured and saved to the **Visualize Library**.
** <<add-controls,**Controls**>>. Add controls to help filter the content of your dashboard.
+
[role="screenshot"]
image::images/add_content_to_dashboard_8.15.0.png[Options to add content to your dashboard, width=70%]
. Organize your dashboard by <<arrange-panels,organizing the various panels>>.
[[add-dashboard-settings]]
. Define the main settings of your dashboard from the *Settings* menu located in the toolbar.
.. Meaningful title, description, and <<managing-tags,tags>> allow you to find the dashboard quickly later when browsing your list of dashboard or using the {kib} search bar.
.. A meaningful title, description, and <<managing-tags,tags>> allow you to find the dashboard quickly later when browsing your list of dashboards or using the {kib} search bar.
.. Additional display options allow you unify the look and feel of the dashboard's panels:
*** *Store time with dashboard* &mdash; Saves the specified time filter.
@ -49,16 +51,19 @@ When you create a dashboard, you are automatically in edit mode and can make cha
*** *Show panel titles* &mdash; Displays the titles in the panel headers.
*** *Sync color palettes across panels* &mdash; Applies the same color palette to all panels on the dashboard.
*** *Sync cursor across panels* &mdash; When you hover your cursor over a time series chart or a heatmap, the cursor on all other related dashboard charts automatically appears.
*** *Sync tooltips across panels* &mdash; When you hover your cursor over a *Lens* chart, the tooltips on all other related dashboard charts automatically appears.
*** *Sync tooltips across panels* &mdash; When you hover your cursor over a *Lens* chart, the tooltips on all other related dashboard charts automatically appear.
.. Click *Apply*.
.. Click *Apply*.
+
[role="screenshot"]
image::https://images.contentstack.io/v3/assets/bltefdd0b53724fa2ce/blt532d6c9ca72817d6/66f31b1f80b55f3a20e1a329/dashboard_settings_8.15.0.gif[Change and apply dashboard settings, width 30%]
. **Save** Save the dashboard.
. Click **Save** to save the dashboard.
[[open-the-dashboard]]
== Edit a dashboard
. Open the *Dashboard* page in {kib}.
. Open the *Dashboards* page in {kib}.
. Locate the dashboard you want to edit.
+
@ -67,7 +72,9 @@ TIP: When looking for a specific dashboard, you can filter them by tag or by cre
. Click the dashboard *Title* you want to open.
. Make sure that you are in **Edit** mode to be able to make changes to the dashboard. You can switch between **Edit** and **View** modes from the toolbar.
+
[role="screenshot"]
image::https://images.contentstack.io/v3/assets/bltefdd0b53724fa2ce/bltf75cdb828cef8b5a/66f5cfcfad4f59f38b73ba64/switch-to-view-mode-8.15.0.gif[Switch between Edit and View modes, width 30%]
. Make the changes that you need to the dashboard:
** Adjust the dashboard's settings
@ -86,7 +93,11 @@ NOTE: Once changes are saved, you can no longer revert them in one click, and in
. In the toolbar, click *Reset*.
. On the *Reset dashboard* window, click *Reset dashboard*.
. On the *Reset dashboard?* window, click *Reset dashboard*.
+
[role="screenshot"]
image::https://images.contentstack.io/v3/assets/bltefdd0b53724fa2ce/bltcd3dbda9caf48a9b/66f4957fc9f9c71ce7533774/reset-dashboard-8.15.0.gif[Reset dashboard to revert unsaved changes, width 30%]
include::dashboard-controls.asciidoc[leveloffset=-1]
@ -108,7 +119,7 @@ In the toolbar, click *Edit*, then use the following options:
* To resize, click the resize control, then drag to the new dimensions.
* To maximize to full screen, open the panel menu, then click *More > Maximize panel*.
* To maximize to full screen, open the panel menu, then click *More > Maximize*.
+
TIP: If you <<share-the-dashboard,share>> a dashboard while viewing a full screen panel, the generated link will directly open the same panel in full screen mode.
@ -126,7 +137,10 @@ Duplicated panels appear next to the original panel, and move the other panels t
. In the toolbar, click *Edit*.
. Open the panel menu, then select *Duplicate panel*.
. Open the panel menu, then select *Duplicate*.
+
[role="screenshot"]
image::images/duplicate-panels-8.15.0.png[Duplicate a panel, width=50%]
[float]
[[copy-to-dashboard]]
@ -137,6 +151,9 @@ Copy panels from one dashboard to another dashboard.
. Open the panel menu, then select *More > Copy to dashboard*.
. On the *Copy to dashboard* window, select the dashboard, then click *Copy and go to dashboard*.
+
[role="screenshot"]
image:https://images.contentstack.io/v3/assets/bltefdd0b53724fa2ce/blt64206db263cf5514/66f49286833cffb09bebd18d/copy-to-dashboard-8.15.0.gif[Copy a panel to another dashboard, width 30%]
== Import dashboards

View file

@ -33,9 +33,12 @@ To add interactive Options list and Range slider controls, create the controls,
. Open or create a new dashboard.
. Make sure you are in *Edit* mode, and select *Controls* > *Add control* in the dashboard toolbar.
. In *Edit* mode, select *Controls* > *Add control* in the dashboard toolbar.
+
[role="screenshot"]
image::images/dashboard-add-control-8.15.0.png[Controls button in the toolbar with the Add Control option selected, width=60%]
. From the *Data view* dropdown, select the data view that contains the field you want to use for the *Control*.
. On the *Create control* flyout, from the *Data view* dropdown, select the data view that contains the field you want to use for the *Control*.
. In the *Field* list, select the field you want to filter on.
@ -80,7 +83,10 @@ You can add one interactive time slider control to a dashboard.
. Open or create a new dashboard.
. In the dashboard toolbar, click *Controls* > *Add time slider control*.
. In *Edit* mode, select *Controls* > *Add time slider control*.
+
[role="screenshot"]
image::images/dashboard-add-time-slider-control-8.15.0.png[Controls button in the toolbar with the Add a time slider option selected, width=60%]
. The time slider control uses the time range from the global time filter. To change the time range in the time slider control, <<set-time-filter,change the global time filter>>.
@ -92,11 +98,14 @@ You can add one interactive time slider control to a dashboard.
[[configure-controls-settings]]
==== Configure the controls settings
Several settings that apply to all controls of a same dashboard are available.
Several settings that apply to all controls of the same dashboard are available.
. In the dashboard toolbar, click *Controls*, then select *Settings*.
. In *Edit* mode, select *Controls* > *Settings*.
+
[role="screenshot"]
image::images/dashboard-controls-settings-8.15.0.png[Controls button in the toolbar with the Settings option selected, width=60%]
. On the *Control settings* flyout, configure the settings:
. On the *Control settings* flyout, configure the following settings:
* *Label position* &mdash; Specify where the control label appears.
@ -105,7 +114,7 @@ Several settings that apply to all controls of a same dashboard are available.
** **Apply global filters to controls** &mdash; Define whether controls should ignore or apply any filter specified in the main filter bar of the dashboard.
** **Apply global time range to controls** &mdash; Define whether controls should ignore or apply the main time range specified for the dashboard. Note that <<add-time-slider-controls,time slider controls>> rely on the global time range and don't work properly when this option is disabled.
* *Selection* settings:
* *Selections* settings:
** *Validate user selections* &mdash; When selected, any selected option that results in no data is ignored.
** *Chain controls* &mdash; When selected, controls are applied sequentially from left to right, and line by line. Any selected options in one control narrows the available options in the next control.

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