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