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* Adds advanced settings for data views
* Update docs/concepts/data-views.asciidoc
Co-authored-by: gchaps <33642766+gchaps@users.noreply.github.com>
Co-authored-by: gchaps <33642766+gchaps@users.noreply.github.com>
Co-authored-by: Kibana Machine <42973632+kibanamachine@users.noreply.github.com>
(cherry picked from commit 1dcdc7b0de
)
Co-authored-by: Kaarina Tungseth <kaarina.tungseth@elastic.co>
153 lines
5.4 KiB
Text
153 lines
5.4 KiB
Text
[[data-views]]
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=== Create a {data-source}
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{kib} requires a {data-source} to access the {es} data that you want to explore.
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A {data-source} selects the data to use and allows you to define properties of the fields.
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A {data-source} can point to one or more indices, {ref}/data-streams.html[data streams], or {ref}/alias.html[index aliases].
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For example, a {data-source} can point to your log data from yesterday,
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or all indices that contain your data.
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[float]
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[[data-views-read-only-access]]
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=== Required permissions
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* Access to *Data Views* requires the <<kibana-role-management, {kib} privilege>>
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`Data View Management`.
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* To create a {data-source}, you must have the <<kibana-role-management,{es} privilege>>
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`view_index_metadata`.
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* If a read-only indicator appears in {kib}, you have insufficient privileges
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to create or save {data-sources}. The buttons to create {data-sources} or
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save existing {data-sources} are not visible. For more information,
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refer to <<xpack-security-authorization,Granting access to {kib}>>.
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[float]
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[[settings-create-pattern]]
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=== Create a data view
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If you collected data using one of the {kib} <<connect-to-elasticsearch,ingest options>>,
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uploaded a file, or added sample data,
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you get a {data-source} for free, and can start exploring your data.
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If you loaded your own data, follow these steps to create a {data-source}.
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. Open the main menu, then click *Stack Management > Data Views*.
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. Click *Create {data-source}*.
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. Start typing in the *name* field, and {kib} looks for the names of
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indices, data streams, and aliases that match your input.
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+
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[role="screenshot"]
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image:management/index-patterns/images/create-data-view.png["Create data view"]
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+
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** To match multiple sources, use a wildcard (*). For example, `filebeat-*` matches
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`filebeat-apache-a`, `filebeat-apache-b`, and so on.
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+
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** To match multiple single sources, enter their names,
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separated with a comma. Do not include a space after the comma.
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`filebeat-a,filebeat-b` matches two indices, but not match `filebeat-c`.
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+
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** To exclude a source, use a minus sign (-), for example, `-test3`.
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. If {kib} detects an index with a timestamp, expand the *Timestamp field* menu,
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and then select the default field for filtering your data by time.
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+
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** If your index doesn’t have time-based data, choose *I don’t want to use the time filter*.
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+
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** If you don’t set a default time field, you can't use
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global time filters on your dashboards. This is useful if
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you have multiple time fields and want to create dashboards that combine visualizations
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based on different timestamps.
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. To display all indices, click *Show advanced settings*, then select *Allow hidden and system indices*.
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. To specify your own {data-source} name, click *Show advanced settings*, then enter the name in the *Custom {data-source} ID* field. For example, enter your {es} index alias name.
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. Click *Create {data-source}*.
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+
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[[reload-fields]] {kib} is now configured to use your {es} data. When a new field is added to an index,
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the {data-source} field list is updated
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the next time the {data-source} is loaded, for example, when you load the page or
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move between {kib} apps.
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. Select this {data-source} when you search and visualize your data.
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[float]
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[[rollup-data-view]]
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==== Create a data view for rolled up data
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A {data-source} can match one rollup index. For a combination rollup
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{data-source} with both raw and rolled up data, use the standard notation:
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```ts
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rollup_logstash,kibana_sample_data_logs
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```
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For an example, refer to <<rollup-data-tutorial,Create and visualize rolled up data>>.
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[float]
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[[management-cross-cluster-search]]
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==== Create a data view that searches across clusters
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If your {es} clusters are configured for {ref}/modules-cross-cluster-search.html[{ccs}],
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you can create a {data-source} to search across the clusters of your choosing.
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You specify data streams, indices, and aliases in a remote cluster using the
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following syntax:
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```ts
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<remote_cluster_name>:<target>
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```
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To query {ls} indices across two {es} clusters
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that you set up for {ccs}, named `cluster_one` and `cluster_two`:
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```ts
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cluster_one:logstash-*,cluster_two:logstash-*
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```
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Use wildcards in your cluster names
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to match any number of clusters. To search {ls} indices across
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clusters named `cluster_foo`, `cluster_bar`, and so on:
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```ts
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cluster_*:logstash-*
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```
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To query across all {es} clusters that have been configured for {ccs},
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use a standalone wildcard for your cluster name:
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```ts
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*:logstash-*
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```
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To match indices starting with `logstash-`, but exclude those starting with `logstash-old`, from
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all clusters having a name starting with `cluster_`:
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```ts
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`cluster_*:logstash-*,cluster_*:-logstash-old*`
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```
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To exclude a cluster having a name starting with `cluster_`:
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```ts
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`cluster_*:logstash-*,cluster_one:-*`
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```
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Once you configure a {data-source} to use the {ccs} syntax, all searches and
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aggregations using that {data-source} in {kib} take advantage of {ccs}.
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[float]
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[[delete-data-view]]
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=== Delete {data-sources}
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When you delete a {data-source}, you cannot recover the associated field formatters, runtime fields, source filters,
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and field popularity data. Deleting a {data-source} does not remove any indices or data documents from {es}.
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WARNING: Deleting a {data-source} breaks all visualizations, saved searches, and other saved objects that reference the data view.
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. Open the main menu, then click *Stack Management > Data Views*.
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. Click the {data-source} to delete.
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. Delete (image:management/index-patterns/images/delete.png[Delete icon]) the {data-source}.
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