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* [DOCS] Adds concepts section for analysts * [DOCS] Minor tweaks to concepts doc * Update docs/concepts/index.asciidoc Co-authored-by: Wylie Conlon <wylieconlon@gmail.com> * Update docs/concepts/save-query.asciidoc Co-authored-by: Wylie Conlon <wylieconlon@gmail.com> Co-authored-by: Wylie Conlon <wylieconlon@gmail.com> Co-authored-by: Wylie Conlon <wylieconlon@gmail.com>
149 lines
6.2 KiB
Text
149 lines
6.2 KiB
Text
[[kibana-concepts-analysts]]
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== {kib} concepts for analysts
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**_Learn the shared concepts for analyzing and visualizing your data_**
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As an analyst, you will use a combination of {kib} apps to analyze and
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visualize your data. {kib} contains both general-purpose apps and apps for the
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https://www.elastic.co/guide/en/enterprise-search/current/index.html[*Enterprise Search*],
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{observability-guide}/observability-introduction.html[*Elastic Observability*],
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and {security-guide}/es-overview.html[*Elastic Security*] solutions.
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These apps share a common set of concepts.
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[float]
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=== Three things to know about {es}
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You don't need to know everything about {es} to use {kib}, but the most important concepts follow:
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* *{es} makes JSON documents searchable and aggregatable.* The documents are
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stored in an {ref}/documents-indices.html[index] or {ref}/data-streams.html[data stream], which represent one type of data.
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* **_Searchable_ means that you can filter the documents for conditions.**
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For example, you can filter for data "within the last 7 days" or data that "contains the word {kib}".
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{kib} provides many ways for you to construct filters, which are also called queries or search terms.
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* **_Aggregatable_ means that you can extract summaries from matching documents.**
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The simplest aggregation is *count*, and it is frequently used in combination
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with the *date histogram*, to see count over time. The *terms* aggregation shows the most frequent values.
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[float]
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=== Finding your apps and objects
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{kib} offers a <<kibana-navigation-search,global search bar>> on every page that you can use to find any app or saved object.
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Open the search bar using the keyboard shortcut Ctrl+/ on Windows and Linux, Command+/ on MacOS.
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[role="screenshot"]
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image:concepts/images/global-search.png["Global search showing matches to apps and saved objects for the word visualize"]
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[float]
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=== Accessing data with index patterns
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{kib} requires an index pattern to tell it which {es} data you want to access,
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and whether the data is time-based. An index pattern can point to one or more {es}
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data streams, indices, or index aliases by name.
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For example, `logs-elasticsearch-prod-*` is an index pattern,
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and it is time-based with a time field of `@timestamp`. The time field is not editable.
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Index patterns are typically created by an administrator when sending data to {es}.
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You can <<index-patterns,create or update index patterns>> in *Stack Management*, or by using a script
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that accesses the {kib} API.
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{kib} uses the index pattern to show you a list of fields, such as
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`event.duration`. You can customize the display name and format for each field.
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For example, you can tell Kibana to display `event.duration` in seconds.
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{kib} has <<managing-fields,field formatters>> for strings,
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dates, geopoints,
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and numbers.
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[float]
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=== Searching your data
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{kib} provides you several ways to build search queries,
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which will reduce the number of document matches that you get from {es}.
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Each app in {kib} provides a time filter, and most apps also include semi-structured search and extra filters.
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[role="screenshot"]
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image:concepts/images/top-bar.png["Time filter, semi-structured search, and filters in a {kib} app"]
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If you frequently use any of the search options, you can click the
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save icon
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image:concepts/images/save-icon.png["save icon"] next to the
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semi-structured search to save or load a previously saved query.
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The saved query will always contain the semi-structured search query,
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and can optionally contain the time filter and extra filters.
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[float]
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==== Time filter
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The <<set-time-filter, global time filter>> limits the time range of data displayed.
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In most cases, the time filter applies to the time field in the index pattern,
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but some apps allow you to use a different time field.
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Using the time filter, you can configure a refresh rate to periodically
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resubmit your searches. You can also click *Refresh* to resubmit the search.
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This might be useful if you use {kib} to monitor the underlying data.
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[role="screenshot"]
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image:concepts/images/refresh-every.png["section of time filter where you can configure a refresh rate"]
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[float]
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==== Semi-structured search
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Combine free text search with field-based search using the Kibana Query Language (KQL).
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Type a search term to match across all fields, or start typing a field name to
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get suggestions for field names and operators that you can use to build a structured query.
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The semi-structured search will filter documents for matches, and only return matching documents.
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Following are some example KQL queries. For more detailed examples, refer to <<kuery-query,Kibana Query Language>>.
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[cols=2*]
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|===
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| Exact phrase query
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| `http.response.body.content.text:"quick brown fox"`
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| Terms query
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| http.response.status_code:400 401 404
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| Boolean query
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| `response:200 or extension:php`
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| Range query
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| `account_number >= 100 and items_sold <= 200`
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| Wildcard query
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| `machine.os:win*`
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|===
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[float]
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==== Additional filters with AND
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Structured filters are a more interactive way to create {es} queries,
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and are commonly used when building dashboards that are shared by multiple analysts.
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Each filter can be disabled, inverted, or pinned across all apps.
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The structured filters are the only way to use the {es} Query DSL in JSON form,
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or to target a specific index pattern for filtering. Each of the structured
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filters is combined with AND logic on the rest of the query.
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[role="screenshot"]
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image:concepts/images/add-filter-popup.png["Add filter popup"]
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[float]
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=== Saving objects
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{kib} lets you save objects for your own future use or for sharing with others.
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Each <<managing-saved-objects,saved object>> type has different abilities. For example, you can save
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your search queries made with *Discover*, which lets you:
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* Share a link to your search
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* Download the full search results in CSV form
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* Start an aggregated visualization using the same search query
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* Embed the *Discover* search results into a dashboard
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* Embed the *Discover* search results into a Canvas workpad
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For organization, every saved object can have a name, <<kibana-navigation-search,tags>>, and type.
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Use the global search to quickly open a saved object.
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[float]
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=== What's next?
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* Try the {kib} <<get-started,Quick start>>, which shows you how to put these concepts into action.
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* Go to <<discover, Discover>> for instructions on searching your data.
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