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## Summary With the arrival of inline editing to Lens panels the [Create visualizations](https://www.elastic.co/guide/en/kibana/current/lens.html#create-the-visualization-panel) 'Edit and delete' section has been updated. Users can now use the option **Edit visualization** to make edits to Lens visualizations using a flyout panel, without having to leave the dashboard and go into the Lens application. The [Edit panels](https://www.elastic.co/guide/en/kibana/current/dashboard.html#edit-panels) section on the 'Dashboards and visualizations' page has been edited as the **Edit Lens** option has been removed from the UI. Relates to: #166169 & [#243](https://github.com/elastic/platform-docs-team/issues/243)
619 lines
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619 lines
23 KiB
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[[lens]]
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=== Create visualizations with Lens
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++++
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<titleabbrev>Lens</titleabbrev>
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++++
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To create a visualization, drag the data fields you want to visualize to the workspace, then *Lens* uses visualization best practices to apply the fields and create a visualization that best displays the data.
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With *Lens*, you can:
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* Create area, line, and bar charts with layers to display multiple indices and chart types.
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* Change the aggregation function to change the data in the visualization.
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* Create custom tables.
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* Perform math on aggregations using *Formula*.
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* Use time shifts to compare the data in two time intervals, such as month over month.
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* Add annotations and reference lines.
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[float]
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[[create-the-visualization-panel]]
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==== Create visualizations
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If you're unsure about the visualization type you want to use, or how you want to display the data, drag the fields you want to visualize onto the workspace, then let *Lens* choose for you.
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If you already know the visualization type you want to use, and how you want to display the data, use the following process.
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Choose the visualization type.
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. Before you drag fields to the workspace, open the *Visualization type* dropdown, then select the visualization you want to use.
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. To view more visualizations that *Lens* automatically created for the fields, click *Suggestions*. If one of the *Suggestions* meets your visualization needs, click *Save and return* to add it to the dashboard.
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Choose the data you want to visualize.
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. Drag the fields directly to the layer pane. *Lens* automatically selects the aggregation function.
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. If you want to learn more about the data a field contains, click the field.
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. To visualize more than one {data-source}, click *Add layer*, select the layer type, then select the {data-source}.
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Edit and delete.
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. Click image:dashboard/images/lens_layerActions_8.5.0.png[Actions menu to clear Lens visualization layers] on the panel, then **Edit visualization**.
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. To change the aggregation *Quick function* and, click the field in the flyout.
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. To delete a field, click image:dashboard/images/trash_can.png[Actions menu icon to delete a field, width=5%] next to the field.
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. To duplicate a layer, click image:dashboard/images/lens_layerActions_8.5.0.png[Actions menu to duplicate Lens visualization layers] in the flyout, then select *Duplicate layer*.
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. To clear the layer configuration, click image:dashboard/images/lens_layerActions_8.5.0.png[Actions menu to clear Lens visualization layers] in the flyout, then select *Clear layer*.
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. Click **Apply and close**.
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TIP: Use the **Edit visualization** flyout to make edits without having to leave the dashboard, or click **Edit in Lens** to make edits using the Lens application.
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[float]
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[[change-the-fields]]
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==== Change the fields list
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Change the fields list to display a different {data-source}, different time range, or add your own fields.
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* To create a visualization with fields in a different {data-source}, open the {data-source} dropdown, then select the {data-source}.
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For more information about {data-sources}, refer to <<data-views>>.
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* If the fields list is empty, change the <<set-time-filter,time filter>>.
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* To add fields, open the {data-source} dropdown, then select *Add a field to this {data-source}*.
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[role="screenshot"]
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image:images/lens_dataViewDropDown_8.4.0.png[Dropdown menu located next to {data-source} field with items for adding and managing fields]
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For more information about adding fields to {data-sources} and examples, refer to <<runtime-fields>>.
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[float]
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[[create-custom-tables]]
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==== Create custom tables
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Tables are highly customizable, and provide you with text alignment, value formatting, coloring options, and more.
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. From the *Visualization type* dropdown, select *Table*.
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. Drag the fields you want to visualize to the workspace.
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. To sort or hide the columns, click the arrow next to the column heading, then select an option.
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All columns that belong to the same layer pane group are sorted in the table.
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. To change the display options, click a *Metrics* field in the layer pane, then configure the following options:
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* *Name* — Specifies the field display name.
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* *Collapse by* — Aggregates all metric values with the same value into a single number.
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* *Value format* — Specifies how the field value displays in the table.
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* *Text alignment* — Aligns the values in the cell to the *Left*, *Center*, or *Right*.
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* *Hide column* — Hides the column for the field.
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* *Directly filter on click* — Turns column values into clickable links that allow you to filter or drill down into the data.
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* *Summary row* — Adds a row that displays the summary value. When specified, allows you to enter a *Summary label*.
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* *Color by value* — Applies color to the cell or text values. To change the color, click *Edit*.
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[float]
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[[drag-and-drop-keyboard-navigation]]
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==== Create visualizations with keyboard navigation
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To use a keyboard instead of a mouse, use the *Lens* fully accessible and continuously improved drag system.
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. Select the field in the fields list or layer pane. Most fields have an inner and outer select state. The inner state opens a panel with detailed information or options.
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The outer state allows you to drag the field. Tab through the fields until you get the outer state on the field.
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[role="screenshot"]
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image::images/lens_drag_drop_2.png[Lens drag and drop focus state]
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. Complete the following actions:
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* To select a field, press Space bar.
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* To select where you want to drop the field, use the Left and Right arrows.
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* To reorder the fields on the layer pane, use the Up and Down arrows.
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* To duplicate an action, use the Left and Right arrows, then select the *Drop a field or click to add* field you want to use.
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[role="screenshot"]
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image::images/lens_drag_drop_3.gif[Using drag and drop to reorder]
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. To confirm the action, press Space bar. To cancel, press Esc.
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[float]
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[[lens-formulas]]
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==== Use formulas to perform math
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Formulas allow you to perform math on aggregated data. The most common formulas divide two values to produce a percent.
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. In the layer pane, click a field.
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. Click *Formula*, then enter the formula.
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Filter ratio example:: To filter a document set, use `kql=''`, then compare to other documents within the same grouping:
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```
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count(kql='response.status_code > 400') / count()
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```
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Week over week example:: To get the value for each grouping from the previous week, use `shift='1w'`.
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```
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percentile(system.network.in.bytes, percentile=99) /
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percentile(system.network.in.bytes, percentile=99, shift='1w')
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```
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You are unable to combine different time shifts, such as `count(shift="1w") - count()` and `count(shift="1w") - count(shift="1m")`, with the *Top values* function.
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Percent of total example:: To convert each grouping into a percent of the total, formulas calculate `overall_sum` for all groupings:
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```
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sum(products.base_price) / overall_sum(sum(products.base_price))
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```
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TIP: For detailed information on formulas, click image:dashboard/images/formula_reference.png[Formula reference icon].
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. To accurately display the formula, select *Percent* from the *Value format* dropdown.
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[float]
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[[compare-data-with-time-offsets]]
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==== Compare differences over time
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Compare your real-time data to the results that are offset by a time increment. For example, you can compare the real-time percentage of a user CPU time spent to the results offset by one hour.
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. In the layer pane, click the field you want to offset.
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. Click *Advanced*.
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. In the *Time shift* field, enter the time offset increment.
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For a time shift example, refer to <<compare-time-ranges>>.
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[float]
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[[create-partition-charts-with-multiple-metrics]]
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==== Create partition charts with multiple metrics
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To create partition charts, such as pie charts, configure one or more *Slice by* dimensions to define the partitions, and a *Metric* dimension to define the size.
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To create partition charts with multiple metrics, use the layer settings. Multiple metrics are unsupported for mosaic visualizations.
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. In the layer pane, click image:dashboard/images/lens_layerActions_8.5.0.png[Actions menu for the partition visualization layer], then select *Layer settings*.
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. Select *Multiple metrics*.
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. Click *X*.
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[float]
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[[improve-visualization-loading-time]]
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==== Improve visualization loading time
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preview::[]
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Data sampling allows you to improve the visualization loading time. To decrease the loading time, use a lower sampling percentage, which also decreases the accuracy.
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Use low sampling percentages on large datasets.
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. In the **Edit visualization** flyout, click image:dashboard/images/lens_layerActions_8.5.0.png[Actions menu for the partition visualization layer], then select *Layer settings*.
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. To select the *Sampling* percentage, use the slider.
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. Click *Apply and close*.
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. Click **Save**.
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[float]
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[[add-annotations]]
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==== Add annotations
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preview::[]
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Annotations allow you to call out specific points in your visualizations that are important, such as significant changes in the data. You can add annotations for any {data-source}, add text and icons, specify the line format and color, and more.
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[role="screenshot"]
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image::images/lens_annotations_8.2.0.png[Lens annotations]
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Annotations support two placement types:
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* *Static date* — Displays annotations for specific times or time ranges.
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* *Custom query* — Displays annotations based on custom {es} queries. For detailed information about queries, check <<semi-structured-search>>.
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Any annotation layer can be saved as an annotation group to the *Visualize Library* in order to reuse it in other visualizations. Any changes made to the annotation group will be reflected in all visualizations to which it is added.
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Create a new annotation layer.
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. In the layer pane, click *Add layer > Annotations > New annotation*.
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. Select the {data-source} for the annotation.
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. From the fields list, drag a field to the *Add an annotation* field.
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. To use global filters in the annotation, click image:dashboard/images/lens_layerActions_8.5.0.png[Actions menu for the annotations layer], then select *Keep global filters* from the dropdown.
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When you add the visualization to dashboards, image:dashboard/images/lens_visualizationModifierPopup_8.8.0.png[Visualization modifier popup] appears,
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which allows you to view settings changes to the visualization.
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Create static annotations.
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. Select *Static date*.
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. In the *Annotation date* field, click image:images/lens_annotationDateIcon_8.6.0.png[Annodation date icon in Lens], then select the date.
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. To display the annotation as a time range, select *Apply as range*, then specify the *From* and *To* dates.
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Create custom query annotations.
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. Select *Custom query*.
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. Enter the *Annotation query* for the data you want to display.
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For detailed information about queries and examples, check <<semi-structured-search>>.
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. Select the *Target date field*.
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Specify the annotation appearance.
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. Enter the annotation *Name*.
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. Change the *Appearance* options for how you want the annotation to display on the visualization.
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. If you created a custom query annotation, click *Add field* to add a field to the annotation tooltip.
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. To close, click *X*.
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Save the annotation group to the library.
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. In the layer pane, on your annotation layer, click image:images/lens_saveAnnotationLayerButton_8.9.0.png[Save button on annotations layer].
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. Enter the *Title*, *Description*, and add any applicable <<managing-tags,*Tags*>>.
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. Click *Save group*.
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Add a library annotation group to a visualization.
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. In the layer pane, click *Add layer > Annotations > Load from library*.
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. Select the annotation group you want to use.
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[float]
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[[add-reference-lines]]
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==== Add reference lines
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With reference lines, you can identify specific values in your visualizations with icons, colors, and other display options. You can add reference lines to any visualization type that displays axes.
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For example, to track the number of bytes in the 75th percentile, add a shaded *Percentile* reference line to your time series visualization.
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[role="screenshot"]
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image::images/lens_referenceLine_7.16.png[Lens drag and drop focus state]
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. In the layer pane, click *Add layer > Reference lines*.
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. Click the reference line value, then specify the reference line you want to use:
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* To add a static reference line, click *Static*, then enter the reference line value you want to use.
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* To add a dynamic reference line, click *Quick functions*, then click and configure the functions you want to use.
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* To calculate the reference line value with math, click *Formula*, then enter the formula.
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. Specify the display options, such as *Display name* and *Icon*, then click *Close*.
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[float]
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[[filter-the-data]]
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==== Apply filters
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You can use the <<semi-structured-search, query bar>> to create queries that filter all the data in a visualization, or use the layer pane and legend filters to apply filters based on field values.
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[float]
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[[filter-with-the-function]]
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===== Apply multiple KQL filters
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With the *Filters* function, you can apply more than one KQL filter, and apply a KQL filter to a single layer so you can visualize filtered and unfiltered data at the same time.
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. In the layer pane, click a field.
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. Click the *Filters* function.
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. Click *Add a filter*, then enter the KQL filter you want to apply.
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To try the *Filters* function on your own, refer to <<custom-ranges,Compare a subset of documents to all documents>>.
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[float]
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[[filter-with-the-advanced-option]]
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===== Apply a single KQL filter
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With the *Filter by* advanced option, you can assign a color to each filter group in *Bar* and *Line and area* visualizations, and build complex tables. For example, to display failure rate and the overall data.
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. In the layer pane, click a field.
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. Click *Add advanced options*, then select *Filter by*.
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. Enter the KQL filter you want to apply.
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[float]
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[[filter-with-legend-filters]]
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===== Apply legend filters
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Apply filters to visualizations directly from the values in the legend. *Bar*, *Line and area*, and *Proportion* visualizations support legend filters.
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In the legend, click the field, then choose one of the following options:
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* *Filter for value* — Applies a filter that displays only the field data in the visualization.
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* *Filter out value* — Applies a filter that removes the field data from the visualization.
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[float]
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[[configure-the-visualization-components]]
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==== Configure the visualization components
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Each visualization type comes with a set of components that you access from the editor toolbar.
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The following component menus are available:
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* *Visual options* — Specifies how to display area, line, and bar chart options. For example, you can specify how to display the labels in bar charts.
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* *Labels* — Specifies how to display the labels for donut charts, pie charts, and treemaps.
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* *Legend* — Specifies how to display the legend. For example, you can display the legend inside the visualization and truncate the legend values.
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* *Left axis*, *Bottom axis*, and *Right axis* — Specify how you want to display the chart axes. For example, add axis labels and change the orientation and bounds.
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[float]
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[[explore-lens-data-in-discover]]
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=== Explore the data in Discover
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When your visualization includes one data view, you can open and explore the visualization data in *Discover*.
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To get started, click *Explore data in Discover* in the toolbar.
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For more information about exploring your data with *Discover*, check out <<discover,Discover>>.
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[float]
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[[view-data-and-requests]]
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==== View the visualization data and requests
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To view the data included in the visualization and the requests that collected the data, use the *Inspector*.
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. In the toolbar, click *Inspect*.
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. Open the *View* dropdown, then click *Data*.
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.. From the dropdown, select the table that contains the data you want to view.
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.. To download the data, click *Download CSV*, then select the format type.
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. Open the *View* dropdown, then click *Requests*.
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.. From the dropdown, select the requests you want to view.
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.. To view the requests in *Console*, click *Request*, then click *Open in Console*.
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[float]
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[[save-the-lens-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 *Panel settings* window, select *Show title*.
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.. Enter the *Title*, then click *Save*.
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[float]
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[[lens-faq]]
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=== Frequently asked questions
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For answers to common *Lens* questions, review the following.
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[discrete]
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[[when-should-i-normalize-the-data-by-unit-or-use-a-custom-interval]]
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.*When should I normalize the data by unit or use a custom interval?*
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[%collapsible]
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====
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* *Normalize by unit* — Calculates the average for the interval. When you normalize the data by unit, the data appears less granular, but *Lens* is able to calculate the data faster.
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* *Customize time interval* — Creates a bucket for each interval. When you customize the time interval, you can use a large time range, but *Lens* calculates the data slower.
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To normalize the interval:
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. In the layer pane, click a field.
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. Click *Add advanced options > Normalize by unit*.
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. From the *Normalize by unit* dropdown, select an option, then click *Close*.
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To create a custom interval:
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. In the layer pane, click a field.
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. Select *Customize time interval*.
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. Change the *Minimum interval*, then click *Close*.
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====
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[discrete]
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[[what-is-the-other-category]]
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.*What data is categorized as Other?*
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[%collapsible]
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====
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The *Other* category contains all of the documents that do not match the specified criteria or filters.
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Use *Other* when you want to compare a value, or multiple values, to a whole.
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By default, *Group other values as "Other"* is enabled when you use the *Top values* function.
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To disable *Group other values as "Other"*, click a field in the layer pane, click *Advanced*, then deselect *Group other values as "Other"*.
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====
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[discrete]
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[[how-can-i-include-documents-without-the-field-in-the-operation]]
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.*How do I add documents without a field?*
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[%collapsible]
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====
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By default, *Lens* retrieves only the documents from the fields.
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For bucket aggregations, such as *Top values*, you can add documents that do not contain the fields,
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which is helpful when you want to make a comparison to the whole documentation set.
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. In the layer pane, click a field.
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. Click *Advanced*, then select *Include documents without this field*.
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|
====
|
|
|
|
[discrete]
|
|
[[when-do-i-use-runtime-fields-vs-formula]]
|
|
.*When do I use runtime fields vs. formula?*
|
|
[%collapsible]
|
|
====
|
|
Use runtime fields to format, concatenate, and extract document-level fields. Runtime fields work across all of {kib} and are best used for smaller computations without compromising performance.
|
|
|
|
Use formulas to compare multiple {es} aggregations that can be filtered or shifted in time. Formulas apply only to *Lens* panels and are computationally intensive.
|
|
====
|
|
|
|
[discrete]
|
|
[[is-it-possible-to-have-more-than-one-Y-axis-scale]]
|
|
.*Can I add more than one y-axis scale?*
|
|
[%collapsible]
|
|
====
|
|
For each y-axis, you can select *Left* and *Right*, and configure a different scale.
|
|
====
|
|
|
|
[discrete]
|
|
[[why-is-my-value-with-the-right-color-using-value-based-coloring]]
|
|
.*Why is my value the incorrect color when I use value-based coloring?*
|
|
[%collapsible]
|
|
====
|
|
Here's a short list of few different aspects to check:
|
|
|
|
* Make sure the value falls within the desired color stop value defined in the panel. Color stop values are "inclusive".
|
|
|
|
* Make sure you have the correct value precision setup. Value formatters could round the numeric values up or down.
|
|
|
|
* Make sure the correct color continuity option is selected. If the number is below the first color stop value, a continuity of type `Below` or `Above and below range` is required.
|
|
|
|
* The default values set by the Value type are based on the current data range displayed in the data table.
|
|
|
|
** If a custom `Number` configuration is used, check that the color stop values are covering the current data range.
|
|
|
|
** If a `Percent` configuration is used, and the data range changes, the colors displayed are affected.
|
|
====
|
|
|
|
[discrete]
|
|
[[can-i-sort-by-multiple-columns]]
|
|
.*How do I sort by multiple columns?*
|
|
[%collapsible]
|
|
====
|
|
Multiple column sorting is unsupported, but is supported in *Discover*. For information on how to sort multiple columns in *Discover*,
|
|
refer to <<explore-fields-in-your-data,Explore the fields in your data>>.
|
|
====
|
|
|
|
[float]
|
|
[[why-my-field-is-missing-from-the-fields-list]]
|
|
.*Why is my field missing from the fields list?*
|
|
[%collapsible]
|
|
====
|
|
The following field types do not appear in the *Available fields* list:
|
|
|
|
* Full-text
|
|
* geo_point
|
|
* flattened
|
|
* object
|
|
|
|
Verify if the field appears in the *Empty fields* list. *Lens* uses heuristics to determine if the fields contain values. For sparse data sets, the heuristics are less precise.
|
|
====
|
|
|
|
[float]
|
|
[[how-to-handle-gaps-in-time-series-visualizations]]
|
|
.*What do I do with gaps in time series visualizations?*
|
|
[%collapsible]
|
|
====
|
|
When you create *Area* and *Line* charts with sparse time series data, open *Visual options* in the editor toolbar, then select a *Missing values* option.
|
|
====
|
|
|
|
[discrete]
|
|
[[is-it-possible-to-change-the-scale-of-Y-axis]]
|
|
.*Can I statically define the y-axis scale?*
|
|
[%collapsible]
|
|
====
|
|
You can set the scale, or _bounds_, for area, bar, and line charts. You can configure the bounds for all functions, except *Percentile*. Logarithmic scales are unsupported.
|
|
|
|
To configure the bounds, use the menus in the editor toolbar. Bar and area charts required 0 in the scale between *Lower bound* and *Upper bound*.
|
|
====
|
|
|
|
[discrete]
|
|
[[is-it-possible-to-show-icons-in-datatable]]
|
|
.*Is it possible to display icons in data tables?*
|
|
[%collapsible]
|
|
====
|
|
You can display icons with <<managing-data-views, field formatters>> in data tables.
|
|
====
|
|
|
|
[discrete]
|
|
[[is-it-possible-to-inspect-the-elasticsearch-queries-in-Lens]]
|
|
.*How do I inspect {es} queries in visualizations?*
|
|
[%collapsible]
|
|
====
|
|
You can inspect the requests sent by the visualization to {es} using the Inspector. It can be accessed within the editor or in the dashboard.
|
|
====
|
|
|
|
[discrete]
|
|
[[how-to-isolate-a-single-series-in-a-chart]]
|
|
.*How do I isolate a single series in a chart?*
|
|
[%collapsible]
|
|
====
|
|
For area, line, and bar charts, press Shift, then click the series in the legend. All other series are automatically deselected.
|
|
====
|
|
|
|
[discrete]
|
|
[[is-it-possible-to-use-saved-serches-in-lens]]
|
|
.*How do I visualize saved searches?*
|
|
[%collapsible]
|
|
====
|
|
Visualizing saved searches in unsupported.
|
|
====
|
|
|
|
[discrete]
|
|
[[is-it-possible-to-decrease-or-increase-the-number-of-suggestions]]
|
|
.*How do I change the number of suggestions?*
|
|
[%collapsible]
|
|
====
|
|
Configuring the *Suggestions* is unsupported.
|
|
====
|
|
|
|
[discrete]
|
|
[[is-it-possible-to-have-pagination-for-datatable]]
|
|
.*Is it possible to have pagination in a data table?*
|
|
[%collapsible]
|
|
====
|
|
Pagination in a data table is unsupported. To use pagination in data tables, create an <<types-of-visualizations,aggregation-based data table>>.
|
|
====
|
|
|
|
[discrete]
|
|
[[is-it-possible-to-select-color-for-specific-bar-or-point]]
|
|
.*How do I change the color for a single data point?*
|
|
[%collapsible]
|
|
====
|
|
Specifying the color for a single data point, such as a single bar or line, is unsupported.
|
|
====
|