From 18438c4c2c548c5e542fabff1c696d0e866d6561 Mon Sep 17 00:00:00 2001 From: Florent Le Borgne Date: Tue, 25 Nov 2025 18:38:46 +0100 Subject: [PATCH 01/16] Optimize page start for Dashboards docs files --- .gitignore | 2 +- explore-analyze/dashboards.md | 39 ++++++++++++++++--- explore-analyze/dashboards/add-controls.md | 13 ++++++- explore-analyze/dashboards/arrange-panels.md | 10 ++++- explore-analyze/dashboards/building.md | 24 +++++++----- ...dashboard-of-panels-with-ecommerce-data.md | 5 ++- ...ashboard-of-panels-with-web-server-data.md | 5 ++- .../dashboards/create-dashboard.md | 18 +++++++-- explore-analyze/dashboards/drilldowns.md | 14 ++++++- .../dashboards/duplicate-dashboards.md | 12 ++++++ .../dashboards/import-dashboards.md | 15 ++++++- explore-analyze/dashboards/managing.md | 6 +-- explore-analyze/dashboards/open-dashboard.md | 24 +++++++++--- explore-analyze/dashboards/sharing.md | 7 +++- explore-analyze/dashboards/tutorials.md | 5 ++- explore-analyze/dashboards/using.md | 4 +- 16 files changed, 162 insertions(+), 41 deletions(-) diff --git a/.gitignore b/.gitignore index 102aa91b50..21e919b767 100644 --- a/.gitignore +++ b/.gitignore @@ -9,7 +9,7 @@ # Add LLM/AI related files AGENTS.md .github/copilot-instructions.md -.github/instructions/**.instructions.md +.github/instructions/ CLAUDE.md GEMINI.md .cursor diff --git a/explore-analyze/dashboards.md b/explore-analyze/dashboards.md index 3ef973b662..46911773f5 100644 --- a/explore-analyze/dashboards.md +++ b/explore-analyze/dashboards.md @@ -1,5 +1,6 @@ --- navigation_title: Dashboards +description: Visualize and share insights from your Elasticsearch data using interactive panels, charts, maps, and custom filters. mapped_pages: - https://www.elastic.co/guide/en/kibana/current/dashboard.html applies_to: @@ -9,14 +10,42 @@ products: - id: kibana --- -# {{kib}} dashboards [dashboard] +# Dashboards [dashboard] -Dashboards are the best way to visualize and share insights from your {{es}} data. +**Dashboards** provide the primary way to visualize and share insights from your {{es}} data. Build interactive displays that combine multiple visualizations, metrics, and controls into a single view that helps you and your team monitor trends, investigate issues, and make data-driven decisions. -A **dashboard** is made of one or more **panels** that you can organize as you like. Each panel can display various types of content: **visualizations** such as charts, tables, metrics, and maps, **static annotations** like text or images, or even **specialized views** for Machine Learning or Observability data. +A dashboard is composed of one or more **panels** that you arrange to tell your data story. Each panel can display visualizations such as charts, tables, metrics, and maps, static annotations like text or images, or specialized views for Machine Learning or Observability data. ![Example dashboard](/explore-analyze/images/kibana-dashboard-overview.png "") -At any time, you can [share a dashboard](dashboards/sharing.md) you’ve created with your team, in {{kib}} or outside. +## Get started with dashboards [get-started] -Some dashboards are created and managed by the system, and are identified as `managed` in your list of dashboards. This generally happens when you set up an integration to add data. You can’t edit managed dashboards directly, but you can [duplicate](dashboards/duplicate-dashboards.md) them and edit these duplicates. +New to dashboards? Start with these hands-on tutorials that walk you through creating your first dashboards using sample data: + +- [Create a simple dashboard to monitor website logs](dashboards/create-dashboard-of-panels-with-web-server-data.md): Build a dashboard with charts, metrics, and filters to analyze web traffic patterns +- [Create a dashboard with time series charts](dashboards/create-dashboard-of-panels-with-ecommerce-data.md): Learn to visualize sales trends and patterns over time using ecommerce data + + +## Work with dashboards [work-with-dashboards] + +Once you understand the basics, explore these common tasks: + +**Build and customize dashboards**: +- [Building dashboards](dashboards/building.md): Learn the fundamentals of creating and configuring dashboards +- [Create a dashboard](dashboards/create-dashboard.md): Start with an empty dashboard and add your content +- [Add filter controls](dashboards/add-controls.md): Enable interactive filtering with options lists, range sliders, and time sliders +- [Add drilldowns](dashboards/drilldowns.md): Create interactive navigation between dashboards or to external URLs +- [Organize dashboard panels](dashboards/arrange-panels.md): Arrange panels using collapsible sections, resizing, and positioning + +**Explore and interact**: +- [Exploring dashboards](dashboards/using.md): Filter data, adjust time ranges, and interact with panels to uncover insights + +**Manage and share**: +- [Managing dashboards](dashboards/managing.md): Browse, search, organize, and track usage of your dashboards +- [Sharing dashboards](dashboards/sharing.md): Share with your team using links, embeds, or file exports +- [Duplicate a dashboard](dashboards/duplicate-dashboards.md): Create customizable copies of existing dashboards +- [Import a dashboard](dashboards/import-dashboards.md): Bring dashboards from other environments + +## About managed dashboards [managed-dashboards] + +Some dashboards are created and managed by the system, and are identified as `managed` in your list of dashboards. This generally happens when you set up an integration to add data. You can't edit managed dashboards directly, but you can [duplicate](dashboards/duplicate-dashboards.md) them and edit these duplicates. diff --git a/explore-analyze/dashboards/add-controls.md b/explore-analyze/dashboards/add-controls.md index 6f6d8da6d9..0834ebc2ec 100644 --- a/explore-analyze/dashboards/add-controls.md +++ b/explore-analyze/dashboards/add-controls.md @@ -1,6 +1,7 @@ --- mapped_pages: - https://www.elastic.co/guide/en/kibana/current/add-controls.html +description: Add interactive filter controls to your Kibana dashboards to help users explore data with options lists, range sliders, and time sliders. applies_to: stack: ga serverless: ga @@ -10,7 +11,17 @@ products: # Add filter controls [add-controls] -**Controls** are interactive panels that you add to your dashboards to help viewers filter and display only the data they want to explore quicker. Controls apply to all relevant panels in a dashboard. +**Controls** are interactive panels that you add to your dashboards to help viewers filter and display only the data they want to explore more quickly. Controls apply filtering conditions across all relevant panels in a dashboard, making it easier for users to focus on specific data segments without writing complex queries. + +## Requirements [add-controls-requirements] + +To add controls to a dashboard, you need: + +* **Edit** permissions for the **Dashboard** feature in {{product.kibana}} +* An existing dashboard open in **Edit** mode +* A [data view](../find-and-organize/data-views.md) configured with fields available for filtering + +## Control types [control-types] There are three types of controls: diff --git a/explore-analyze/dashboards/arrange-panels.md b/explore-analyze/dashboards/arrange-panels.md index bb0c24d804..89742684b0 100644 --- a/explore-analyze/dashboards/arrange-panels.md +++ b/explore-analyze/dashboards/arrange-panels.md @@ -1,6 +1,7 @@ --- mapped_pages: - https://www.elastic.co/guide/en/kibana/current/arrange-panels.html +description: Organize and arrange dashboard panels using collapsible sections, resizing, positioning, and duplication to improve readability and performance. applies_to: stack: ga serverless: ga @@ -10,7 +11,14 @@ products: # Organize dashboard panels [arrange-panels] -Customize your dashboard layout by arranging panels into logical groups and adjusting their size and position. When panels are well organized, it makes your dashboard easier to read, faster to load, and helps its viewers locate important information quicker. +Customize your dashboard layout by arranging panels into logical groups and adjusting their size and position. When panels are well organized, your dashboard becomes easier to read, faster to load, and helps viewers locate important information more quickly. + +## Requirements [arrange-panels-requirements] + +To organize dashboard panels, you need: + +* **Edit** permissions for the **Dashboard** feature in {{product.kibana}} +* An existing dashboard with at least one panel ## Arrange panels in collapsible sections [collapsible-sections] ```{applies_to} diff --git a/explore-analyze/dashboards/building.md b/explore-analyze/dashboards/building.md index 82ade8cdf6..8ec1433ec9 100644 --- a/explore-analyze/dashboards/building.md +++ b/explore-analyze/dashboards/building.md @@ -1,6 +1,7 @@ --- mapped_pages: - https://www.elastic.co/guide/en/kibana/current/create-dashboards.html +description: Build powerful Kibana dashboards using visualizations, metrics, text, images, and interactive controls to monitor and analyze your data. applies_to: stack: ga serverless: ga @@ -10,20 +11,23 @@ products: # Building dashboards [create-dashboards] -{{kib}} offers many ways to build powerful dashboards that will help you visualize and keep track of the most important information contained in your {{es}} data. +{{product.kibana}} offers many ways to build powerful dashboards that help you visualize and keep track of the most important information in your {{product.elasticsearch}} data. Combine multiple visualizations, metrics, and interactive elements into a cohesive view that tells your data story and enables rapid decision-making. -* Create and assemble visualizations such as charts or maps, and enrich them with helpful legends containing key data. -* Extract and show key indicators and metrics to keep them visible and highlighted at all times. -* Add text, images, and links to help viewers make the most of your dashboard. -* Include additional controls to facilitate filtering and browsing the data. +You can: -$$$dashboard-minimum-requirements$$$ -To create or edit dashboards, you first need to: +* Create and assemble visualizations such as charts or maps, and enrich them with helpful legends containing key data +* Extract and show key indicators and metrics to keep them visible and highlighted at all times +* Add text, images, and links to help viewers make the most of your dashboard +* Include additional controls to facilitate filtering and browsing the data -* have [data indexed into {{es}}](/manage-data/ingest.md) and a [data view](../find-and-organize/data-views.md). A data view is a subset of your {{es}} data, and allows you to load the right data when building a visualization or exploring it. +## Requirements [dashboard-minimum-requirements] + +To create or edit dashboards, you need: + +* [Data indexed into {{product.elasticsearch}}](/manage-data/ingest.md) and a [data view](../find-and-organize/data-views.md). A data view is a subset of your {{product.elasticsearch}} data, and allows you to load the right data when building a visualization or exploring it. ::::{tip} - If you don’t have data at hand and still want to explore dashboards, you can import one of the [sample data sets](../../manage-data/ingest/sample-data.md) available. + If you don't have data at hand and still want to explore dashboards, you can import one of the [sample data sets](../../manage-data/ingest/sample-data.md) available. :::: -* have sufficient permissions on the **Dashboard** feature. If that’s not the case, you might get a read-only indicator. A {{kib}} administrator can [grant you the required privileges](../../deploy-manage/users-roles/cluster-or-deployment-auth/kibana-privileges.md). +* Sufficient permissions on the **Dashboard** feature. If that's not the case, you might get a read-only indicator. A {{product.kibana}} administrator can [grant you the required privileges](../../deploy-manage/users-roles/cluster-or-deployment-auth/kibana-privileges.md). diff --git a/explore-analyze/dashboards/create-dashboard-of-panels-with-ecommerce-data.md b/explore-analyze/dashboards/create-dashboard-of-panels-with-ecommerce-data.md index b1cc51eaa7..ff3faf4af7 100644 --- a/explore-analyze/dashboards/create-dashboard-of-panels-with-ecommerce-data.md +++ b/explore-analyze/dashboards/create-dashboard-of-panels-with-ecommerce-data.md @@ -1,6 +1,7 @@ --- mapped_pages: - https://www.elastic.co/guide/en/kibana/current/create-a-dashboard-of-panels-with-ecommerce-data.html +description: Step-by-step tutorial for creating a Kibana dashboard with time series visualizations to analyze ecommerce sales trends and patterns. applies_to: stack: ga serverless: ga @@ -10,9 +11,9 @@ products: # Create a dashboard with time series charts [create-a-dashboard-of-panels-with-ecommerce-data] -In this tutorial, you’ll use the ecommerce sample data to analyze sales trends, but you can use any type of data to complete the tutorial. +Learn how to create time series visualizations and build a dashboard that tracks trends over time. This tutorial uses ecommerce sample data to analyze sales patterns, but you can apply these techniques to any time-based data. -When you’re done, you’ll have a complete overview of the sample web logs data. +When you're done, you'll have a complete dashboard showing sales trends, revenue patterns, and customer behavior over time. :::{image} /explore-analyze/images/kibana-lens_timeSeriesDataTutorialDashboard_8.3.png :alt: Final dashboard with eCommerce sample data diff --git a/explore-analyze/dashboards/create-dashboard-of-panels-with-web-server-data.md b/explore-analyze/dashboards/create-dashboard-of-panels-with-web-server-data.md index 13e0e4de0b..698626f924 100644 --- a/explore-analyze/dashboards/create-dashboard-of-panels-with-web-server-data.md +++ b/explore-analyze/dashboards/create-dashboard-of-panels-with-web-server-data.md @@ -1,6 +1,7 @@ --- mapped_pages: - https://www.elastic.co/guide/en/kibana/current/create-a-dashboard-of-panels-with-web-server-data.html +description: Step-by-step tutorial for creating a Kibana dashboard to monitor and analyze website log data using visualizations and panels. applies_to: stack: ga serverless: ga @@ -10,9 +11,9 @@ products: # Create a simple dashboard to monitor website logs [create-a-dashboard-of-panels-with-web-server-data] -Learn the most common ways to create a dashboard from your own data. The tutorial will use sample data from the perspective of an analyst looking at website logs, but this type of dashboard works on any type of data. +Learn the most common ways to create a dashboard from your own data. This tutorial uses sample web logs data from the perspective of an analyst monitoring website traffic, but you can apply these techniques to any type of data. -When you’re done, you’ll have a complete overview of the sample web logs data. +When you're done, you'll have a complete overview of the sample web logs data that tracks key metrics like visitor counts, traffic sources, response codes, and geographic distribution. :::{image} /explore-analyze/images/kibana-lens_logsDashboard_8.4.0.png :alt: Logs dashboard diff --git a/explore-analyze/dashboards/create-dashboard.md b/explore-analyze/dashboards/create-dashboard.md index 8b93bf5c02..522fe3a3a2 100644 --- a/explore-analyze/dashboards/create-dashboard.md +++ b/explore-analyze/dashboards/create-dashboard.md @@ -1,6 +1,7 @@ --- mapped_pages: - https://www.elastic.co/guide/en/kibana/current/create-dashboard.html +description: Create a new Kibana dashboard from scratch by adding visualizations, controls, and organizing panels to display your data insights. applies_to: stack: ga serverless: ga @@ -10,17 +11,28 @@ products: # Create a dashboard [create-dashboard] -1. Open the **Dashboards** page in {{kib}}. +Create a new dashboard in {{product.kibana}} to start visualizing and monitoring your data. Once created, you can add visualizations, configure interactive controls, and organize panels to build a comprehensive view of your data that meets your specific monitoring and analysis needs. + +## Requirements [create-dashboard-requirements] + +Before creating a dashboard, ensure you have: + +* [Data indexed into {{product.elasticsearch}}](/manage-data/ingest.md) and at least one [data view](../find-and-organize/data-views.md) configured +* **Edit** permissions for the **Dashboard** feature in {{product.kibana}} + +## Create a new dashboard [create-dashboard-steps] + +1. Open the **Dashboards** page in {{product.kibana}}. 2. 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. 3. Populate your dashboard with the content that you need. You can: - * [**Add new visualizations**](../visualize.md#panels-editors). Create a chart using [Lens](../visualize/lens.md), the default visualization editor in {{kib}}, or other visualizations such as [Maps](../visualize/maps.md). + * [**Add new visualizations**](../visualize.md#panels-editors). Create a chart using [Lens](../visualize/lens.md), the default visualization editor in {{product.kibana}}, or other visualizations such as [Maps](../visualize/maps.md). * [**Add existing content from the library**](../visualize/visualize-library.md). Select existing visualizations or Discover sessions that have already been configured and saved to the **Visualize Library**. * [**Add annotations or navigation panels**](../visualize.md#panels-editors). Make your dashboard more informative and easier to read with sections, text, and images. - * [**Add controls**](add-controls.md). Define a set of interactive filters (options lists, range or time sliders) that you and future users of this dashboard can use to explore its data. + * [**Add controls**](add-controls.md). Define a set of interactive filters (options lists, range or time sliders) that you and future users of this dashboard can use to explore its data. 4. Organize your dashboard by [organizing the various panels](arrange-panels.md). 5. Define the main settings of your dashboard from the **Settings** menu located in the toolbar. diff --git a/explore-analyze/dashboards/drilldowns.md b/explore-analyze/dashboards/drilldowns.md index 1bb4e5fca1..abdcd57344 100644 --- a/explore-analyze/dashboards/drilldowns.md +++ b/explore-analyze/dashboards/drilldowns.md @@ -1,6 +1,7 @@ --- mapped_pages: - https://www.elastic.co/guide/en/kibana/current/drilldowns.html +description: Add drilldowns to Kibana dashboard panels to navigate to other dashboards, external URLs, or Discover while preserving context and filters. applies_to: stack: ga serverless: ga @@ -10,7 +11,18 @@ products: # Add drilldowns [drilldowns] -Panels have built-in interactive capabilities that apply filters to the dashboard data. For example, when you drag a time range or click a pie slice, a filter for the time range or pie slice is applied. Drilldowns let you customize the interactive behavior while keeping the context of the interaction. +Panels have built-in interactive capabilities that apply filters to the dashboard data. For example, when you drag a time range or click a pie slice, a filter for the time range or pie slice is applied. **Drilldowns** let you customize and extend this interactive behavior by defining what happens when users click on data points, all while keeping the context of the interaction such as filters, time ranges, and selected values. + +## Requirements [drilldowns-requirements] + +To add drilldowns to dashboard panels, you need: + +* **Edit** permissions for the **Dashboard** feature in {{product.kibana}} +* An existing dashboard with at least one panel that supports drilldowns +* For dashboard drilldowns: A target dashboard to navigate to +* For URL drilldowns: A URL template that can include dynamic variables from the clicked data + +## Drilldown types [drilldown-types] There are three types of drilldowns you can add to dashboards: diff --git a/explore-analyze/dashboards/duplicate-dashboards.md b/explore-analyze/dashboards/duplicate-dashboards.md index dc687891e7..9d6638c60f 100644 --- a/explore-analyze/dashboards/duplicate-dashboards.md +++ b/explore-analyze/dashboards/duplicate-dashboards.md @@ -1,6 +1,7 @@ --- mapped_pages: - https://www.elastic.co/guide/en/kibana/current/duplicate-dashboards.html +description: Duplicate an existing Kibana dashboard to create a copy that you can customize independently without affecting the original. applies_to: stack: ga serverless: ga @@ -10,6 +11,17 @@ products: # Duplicate a dashboard [duplicate-dashboards] +Create a copy of an existing dashboard in {{product.kibana}} to customize it independently without affecting the original. This is particularly useful when you want to create variations of a dashboard for different teams or use cases, or when you need to edit a managed dashboard that comes from an integration. + +## Requirements [duplicate-dashboard-requirements] + +To duplicate a dashboard, you need: + +* **Read** permissions for the source dashboard +* **Create** permissions for the **Dashboard** feature in {{product.kibana}} + +## Duplicate a dashboard [duplicate-dashboard-steps] + 1. Open the dashboard you want to duplicate. 2. Exit the edit mode, and click **Duplicate** in the toolbar. 3. In the **Duplicate dashboard** window, enter a title and optional description and tags. diff --git a/explore-analyze/dashboards/import-dashboards.md b/explore-analyze/dashboards/import-dashboards.md index 75f587f5fe..f80450d443 100644 --- a/explore-analyze/dashboards/import-dashboards.md +++ b/explore-analyze/dashboards/import-dashboards.md @@ -1,6 +1,7 @@ --- mapped_pages: - https://www.elastic.co/guide/en/kibana/current/_import_dashboards.html +description: Import dashboards and their related objects into Kibana from NDJSON files using the Saved Objects interface. applies_to: stack: ga serverless: ga @@ -10,9 +11,21 @@ products: # Import a dashboard [_import_dashboards] +Import dashboards into {{product.kibana}} from NDJSON files exported from other {{product.kibana}} instances or spaces. When you import a dashboard, you also import its related objects such as data views and visualizations, making it easy to migrate dashboards between environments or share them with other teams. + +## Requirements [import-dashboard-requirements] + +To import dashboards, you need: + +* **Create** and **Edit** permissions for the **Dashboard** and **Saved Objects** features in {{product.kibana}} +* An NDJSON file containing the dashboard and its related objects +* Access to **Stack Management** in {{product.kibana}} + +## Import a dashboard [import-dashboard-steps] + You can import dashboards from the [Saved Objects](../find-and-organize/saved-objects.md) page under **Stack Management**. -When importing dashboards, you also import their related objects, such as data views and visualizations. Import options allow you to define how the import should behave with these related objects. +When importing dashboards, you also import their related objects, such as data views and visualizations. Import options allow you to define how the import should behave with these related objects: * **Check for existing objects**: When selected, objects are not imported when another object with the same ID already exists in this space or cluster. For example, if you import a dashboard that uses a data view which already exists, the data view is not imported and the dashboard uses the existing data view instead. You can also chose to select manually which of the imported or the existing objects are kept by selecting **Request action on conflict**. * **Create new objects with random IDs**: All related objects are imported and are assigned a new ID to avoid conflicts. diff --git a/explore-analyze/dashboards/managing.md b/explore-analyze/dashboards/managing.md index 78b9084ce7..12efb96b32 100644 --- a/explore-analyze/dashboards/managing.md +++ b/explore-analyze/dashboards/managing.md @@ -1,6 +1,7 @@ --- mapped_pages: - https://www.elastic.co/guide/en/kibana/current/_manage_dashboards.html +description: Browse, search, organize, and track usage of your Kibana dashboards using tags, favorites, filters, and sorting options. applies_to: stack: ga serverless: ga @@ -10,6 +11,8 @@ products: # Managing dashboards [_manage_dashboards] +Manage your collection of dashboards in {{product.kibana}} using search, filtering, and organization features that help you quickly find and track the dashboards you need. Whether you're working with a few dashboards or hundreds, these management tools help you stay organized and monitor dashboard usage across your team. + ## Browse dashboards [find-dashboards] @@ -31,9 +34,6 @@ The user who created or imported a dashboard is identified as the dashboard’s Similarly, managed dashboards created by integrations are identified as created by Elastic. -::::{note} -The creator information is only available for dashboards created on or after version 8.14. For dashboards from previous versions, the creator is empty. -:::: :::{image} /explore-analyze/images/kibana-dashboard-filter-by-creator.png diff --git a/explore-analyze/dashboards/open-dashboard.md b/explore-analyze/dashboards/open-dashboard.md index 731b3c14c6..62dfe0cfc4 100644 --- a/explore-analyze/dashboards/open-dashboard.md +++ b/explore-analyze/dashboards/open-dashboard.md @@ -1,6 +1,7 @@ --- mapped_pages: - https://www.elastic.co/guide/en/kibana/current/open-the-dashboard.html +description: Open and edit an existing Kibana dashboard to modify its panels, settings, and controls. applies_to: stack: ga serverless: ga @@ -10,11 +11,26 @@ products: # Edit a dashboard [open-the-dashboard] -1. Open the **Dashboards** page in {{kib}}. +Open an existing dashboard in {{product.kibana}} to modify its visualizations, add or remove panels, adjust settings, or change filtering controls. When you have the appropriate permissions, dashboards automatically open in **Edit** mode, allowing you to make changes immediately. + +## Requirements [edit-dashboard-requirements] + +To edit a dashboard, you need: + +* **Edit** permissions for the **Dashboard** feature in {{product.kibana}} +* An existing dashboard to modify + +::::{note} +Managed dashboards created by integrations can't be edited directly, but you can [duplicate](duplicate-dashboards.md) them and edit these duplicates. +:::: + +## Edit an existing dashboard [edit-dashboard-steps] + +1. Open the **Dashboards** page in {{product.kibana}}. 2. Locate the dashboard you want to edit. ::::{tip} - When looking for a specific dashboard, you can filter them by tag or by creator, or search the list based on their name and description. The creator information is only available for dashboards created on or after version 8.14. + When looking for a specific dashboard, you can filter them by tag or by creator, or search the list based on their name and description. :::: 3. Click the dashboard name you want to open. @@ -28,10 +44,6 @@ products: 6. **Save** the dashboard. -::::{note} -Managed dashboards can’t be edited directly, but you can [duplicate](duplicate-dashboards.md) them and edit these duplicates. -:::: - ## Reset dashboard changes [reset-the-dashboard] When editing a dashboard, you can revert any changes you’ve made since the last save using the **Reset** button in the toolbar. diff --git a/explore-analyze/dashboards/sharing.md b/explore-analyze/dashboards/sharing.md index 0011a4e396..8527f5aa08 100644 --- a/explore-analyze/dashboards/sharing.md +++ b/explore-analyze/dashboards/sharing.md @@ -1,6 +1,7 @@ --- mapped_pages: - https://www.elastic.co/guide/en/kibana/current/share-the-dashboard.html +description: Share Kibana dashboards with your team using links, embeds, or by exporting them as NDJSON files for import into other environments. applies_to: stack: ga serverless: ga @@ -10,6 +11,10 @@ products: # Sharing dashboards [share-the-dashboard] +Share your dashboards with team members and stakeholders using shareable links, embeds, or file exports. {{product.kibana}} provides multiple sharing options to fit different collaboration needs, from quick URL sharing to exporting complete dashboard configurations for migration between environments. + +## Share a dashboard with a link or embed [share-dashboard-link] + To share a dashboard with a larger audience, click {icon}`share` **Share** in the toolbar. For detailed information about the sharing options and time ranges, refer to [Reporting and sharing](../report-and-share.md). ![getting a shareable link for a dashboard](https://images.contentstack.io/v3/assets/bltefdd0b53724fa2ce/bltc45bb05c1fab3e60/68826ffb4f04ad6e224c2248/share-dashboard.gif) @@ -22,7 +27,7 @@ When sharing a dashboard with a link while a panel is in maximized view, the gen ## Export dashboards [export-dashboards] -You can export dashboards from **Stack Management** > **Saved Objects**. To configure and start the export: +Export dashboards as NDJSON files to migrate them to other {{product.kibana}} instances, back them up, or share them with other teams. You can export dashboards from **Stack Management** > **Saved Objects**. To configure and start the export: 1. Select the dashboard that you want, then click **Export**. 2. Enable **Include related objects** if you want that objects associated to the selected dashboard, such as data views and visualizations, also get exported. This option is enabled by default and recommended if you plan to import that dashboard again in a different space or cluster. diff --git a/explore-analyze/dashboards/tutorials.md b/explore-analyze/dashboards/tutorials.md index 243e753685..c41297c239 100644 --- a/explore-analyze/dashboards/tutorials.md +++ b/explore-analyze/dashboards/tutorials.md @@ -1,6 +1,7 @@ --- mapped_pages: - https://www.elastic.co/guide/en/kibana/current/_tutorials.html +description: Step-by-step tutorials for building Kibana dashboards and creating visualizations using sample data sets. applies_to: stack: ga serverless: ga @@ -10,9 +11,9 @@ products: # Tutorials [_tutorials] -Learn more about building dashboards and creating visualizations with the following tutorials. +Learn how to build dashboards and create visualizations with step-by-step tutorials that guide you through common scenarios. These tutorials use sample data sets to help you get started quickly, but you can adapt the techniques to work with your own data. -These tutorials use [sample data](../index.md#gs-get-data-into-kibana) available in {{kib}} as a way to get started more easily, but you can apply and adapt these instructions to your own data as well. +These tutorials use [sample data](../index.md#gs-get-data-into-kibana) available in {{product.kibana}} as a way to get started more easily, but you can apply and adapt these instructions to your own data as well. diff --git a/explore-analyze/dashboards/using.md b/explore-analyze/dashboards/using.md index 55337cb814..9d96270edf 100644 --- a/explore-analyze/dashboards/using.md +++ b/explore-analyze/dashboards/using.md @@ -11,9 +11,9 @@ products: # Exploring dashboards [_use_and_filter_dashboards] -Kibana dashboards support filtering, time range adjustments, and interactive controls that let you focus on specific data segments or time periods. +{{product.kibana}} dashboards support filtering, time range adjustments, and interactive controls that let you focus on specific data segments or time periods. Use these interactive features to drill into your data, compare metrics across different dimensions, and uncover insights that matter to your analysis. -This page covers the main ways to explore dashboard data: using KQL queries, filter pills, time ranges, and dashboard controls. You'll also learn how to view underlying data and switch between different display modes. +This page covers the main ways to explore dashboard data: using Kibana Query Language (KQL) queries, filter pills, time ranges, and dashboard controls. You'll also learn how to view underlying data and switch between different display modes. From 971034388ab7da22f9c4e0f6eae97ffe05bb369c Mon Sep 17 00:00:00 2001 From: Florent Le Borgne Date: Wed, 26 Nov 2025 10:42:36 +0100 Subject: [PATCH 02/16] update with revised guidelines for requirements section --- explore-analyze/dashboards/arrange-panels.md | 5 +---- explore-analyze/dashboards/open-dashboard.md | 5 +---- 2 files changed, 2 insertions(+), 8 deletions(-) diff --git a/explore-analyze/dashboards/arrange-panels.md b/explore-analyze/dashboards/arrange-panels.md index 89742684b0..df7081778e 100644 --- a/explore-analyze/dashboards/arrange-panels.md +++ b/explore-analyze/dashboards/arrange-panels.md @@ -15,10 +15,7 @@ Customize your dashboard layout by arranging panels into logical groups and adju ## Requirements [arrange-panels-requirements] -To organize dashboard panels, you need: - -* **Edit** permissions for the **Dashboard** feature in {{product.kibana}} -* An existing dashboard with at least one panel +To organize dashboard panels, you need **Edit** permissions for the **Dashboard** feature in {{product.kibana}}. ## Arrange panels in collapsible sections [collapsible-sections] ```{applies_to} diff --git a/explore-analyze/dashboards/open-dashboard.md b/explore-analyze/dashboards/open-dashboard.md index 62dfe0cfc4..a63c25d79c 100644 --- a/explore-analyze/dashboards/open-dashboard.md +++ b/explore-analyze/dashboards/open-dashboard.md @@ -15,10 +15,7 @@ Open an existing dashboard in {{product.kibana}} to modify its visualizations, a ## Requirements [edit-dashboard-requirements] -To edit a dashboard, you need: - -* **Edit** permissions for the **Dashboard** feature in {{product.kibana}} -* An existing dashboard to modify +To edit a dashboard, you need **Edit** permissions for the **Dashboard** feature in {{product.kibana}}. ::::{note} Managed dashboards created by integrations can't be edited directly, but you can [duplicate](duplicate-dashboards.md) them and edit these duplicates. From a68d542d1544f16953e0177daebe42d82033f147 Mon Sep 17 00:00:00 2001 From: florent-leborgne Date: Wed, 26 Nov 2025 12:41:52 +0100 Subject: [PATCH 03/16] Update explore-analyze/dashboards/building.md --- explore-analyze/dashboards/building.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/explore-analyze/dashboards/building.md b/explore-analyze/dashboards/building.md index 8ec1433ec9..b2b9fd8bc0 100644 --- a/explore-analyze/dashboards/building.md +++ b/explore-analyze/dashboards/building.md @@ -16,7 +16,7 @@ products: You can: * Create and assemble visualizations such as charts or maps, and enrich them with helpful legends containing key data -* Extract and show key indicators and metrics to keep them visible and highlighted at all times +* Extract and show key indicators and metrics to always keep them visible and highlighted * Add text, images, and links to help viewers make the most of your dashboard * Include additional controls to facilitate filtering and browsing the data From d3f2055895adffa48a4a1e7ce33023949dc4b28d Mon Sep 17 00:00:00 2001 From: florent-leborgne Date: Wed, 26 Nov 2025 12:49:06 +0100 Subject: [PATCH 04/16] @benironside's suggestions Co-authored-by: Benjamin Ironside Goldstein <91905639+benironside@users.noreply.github.com> --- explore-analyze/dashboards.md | 14 +++++++------- explore-analyze/dashboards/add-controls.md | 2 +- explore-analyze/dashboards/arrange-panels.md | 2 +- explore-analyze/dashboards/building.md | 2 +- explore-analyze/dashboards/drilldowns.md | 2 +- explore-analyze/dashboards/open-dashboard.md | 4 ++-- 6 files changed, 13 insertions(+), 13 deletions(-) diff --git a/explore-analyze/dashboards.md b/explore-analyze/dashboards.md index 46911773f5..d730192d59 100644 --- a/explore-analyze/dashboards.md +++ b/explore-analyze/dashboards.md @@ -12,9 +12,9 @@ products: # Dashboards [dashboard] -**Dashboards** provide the primary way to visualize and share insights from your {{es}} data. Build interactive displays that combine multiple visualizations, metrics, and controls into a single view that helps you and your team monitor trends, investigate issues, and make data-driven decisions. +**Dashboards** provide the primary way to visualize and share insights from your {{es}} data. They allow you to build interactive displays that combine multiple visualizations, metrics, and controls into a single view that helps you and your team monitor trends, investigate issues, and make data-driven decisions. -A dashboard is composed of one or more **panels** that you arrange to tell your data story. Each panel can display visualizations such as charts, tables, metrics, and maps, static annotations like text or images, or specialized views for Machine Learning or Observability data. +A dashboard is composed of one or more **panels** that you arrange to tell your data story. Each panel can display visualizations such as charts, tables, metrics, and maps, static annotations like text or images, or specialized views for {{ml}} or {{observability}} data. ![Example dashboard](/explore-analyze/images/kibana-dashboard-overview.png "") @@ -31,21 +31,21 @@ New to dashboards? Start with these hands-on tutorials that walk you through cre Once you understand the basics, explore these common tasks: **Build and customize dashboards**: -- [Building dashboards](dashboards/building.md): Learn the fundamentals of creating and configuring dashboards +- [Build dashboards](dashboards/building.md): Learn the fundamentals of creating and configuring dashboards - [Create a dashboard](dashboards/create-dashboard.md): Start with an empty dashboard and add your content - [Add filter controls](dashboards/add-controls.md): Enable interactive filtering with options lists, range sliders, and time sliders - [Add drilldowns](dashboards/drilldowns.md): Create interactive navigation between dashboards or to external URLs - [Organize dashboard panels](dashboards/arrange-panels.md): Arrange panels using collapsible sections, resizing, and positioning **Explore and interact**: -- [Exploring dashboards](dashboards/using.md): Filter data, adjust time ranges, and interact with panels to uncover insights +- [Explore dashboards](dashboards/using.md): Filter data, adjust time ranges, and interact with panels to uncover insights **Manage and share**: -- [Managing dashboards](dashboards/managing.md): Browse, search, organize, and track usage of your dashboards -- [Sharing dashboards](dashboards/sharing.md): Share with your team using links, embeds, or file exports +- [Manage dashboards](dashboards/managing.md): Browse, search, organize, and track usage of your dashboards +- [Share dashboards](dashboards/sharing.md): Share with your team using links, embeds, or file exports - [Duplicate a dashboard](dashboards/duplicate-dashboards.md): Create customizable copies of existing dashboards - [Import a dashboard](dashboards/import-dashboards.md): Bring dashboards from other environments ## About managed dashboards [managed-dashboards] -Some dashboards are created and managed by the system, and are identified as `managed` in your list of dashboards. This generally happens when you set up an integration to add data. You can't edit managed dashboards directly, but you can [duplicate](dashboards/duplicate-dashboards.md) them and edit these duplicates. +Some dashboards are created and managed by the system, and are identified as `managed` in your list of dashboards. This generally happens when you set up an integration to add data. You can't edit managed dashboards directly, but you can [duplicate](dashboards/duplicate-dashboards.md) them and edit the duplicates. diff --git a/explore-analyze/dashboards/add-controls.md b/explore-analyze/dashboards/add-controls.md index 0834ebc2ec..e1b157ff1f 100644 --- a/explore-analyze/dashboards/add-controls.md +++ b/explore-analyze/dashboards/add-controls.md @@ -11,7 +11,7 @@ products: # Add filter controls [add-controls] -**Controls** are interactive panels that you add to your dashboards to help viewers filter and display only the data they want to explore more quickly. Controls apply filtering conditions across all relevant panels in a dashboard, making it easier for users to focus on specific data segments without writing complex queries. +**Controls** are interactive options that you add to your dashboards to help future viewers filter and display only the data they want to explore more efficiently. Controls apply filters across all relevant panels in a dashboard to focus on specific data segments without writing filtering queries. ## Requirements [add-controls-requirements] diff --git a/explore-analyze/dashboards/arrange-panels.md b/explore-analyze/dashboards/arrange-panels.md index df7081778e..4e2951bce9 100644 --- a/explore-analyze/dashboards/arrange-panels.md +++ b/explore-analyze/dashboards/arrange-panels.md @@ -11,7 +11,7 @@ products: # Organize dashboard panels [arrange-panels] -Customize your dashboard layout by arranging panels into logical groups and adjusting their size and position. When panels are well organized, your dashboard becomes easier to read, faster to load, and helps viewers locate important information more quickly. +Customize your dashboard layout by arranging panels into logical groups and adjusting their size and position. When panels are well organized, your dashboard becomes easier to read, loads faster, and helps viewers locate important information more quickly. ## Requirements [arrange-panels-requirements] diff --git a/explore-analyze/dashboards/building.md b/explore-analyze/dashboards/building.md index b2b9fd8bc0..53bd774094 100644 --- a/explore-analyze/dashboards/building.md +++ b/explore-analyze/dashboards/building.md @@ -30,4 +30,4 @@ To create or edit dashboards, you need: If you don't have data at hand and still want to explore dashboards, you can import one of the [sample data sets](../../manage-data/ingest/sample-data.md) available. :::: -* Sufficient permissions on the **Dashboard** feature. If that's not the case, you might get a read-only indicator. A {{product.kibana}} administrator can [grant you the required privileges](../../deploy-manage/users-roles/cluster-or-deployment-auth/kibana-privileges.md). +* Sufficient privileges for the **Dashboard** feature. Without them, you might get a read-only indicator. A {{product.kibana}} administrator can [grant you the required privileges](../../deploy-manage/users-roles/cluster-or-deployment-auth/kibana-privileges.md). diff --git a/explore-analyze/dashboards/drilldowns.md b/explore-analyze/dashboards/drilldowns.md index abdcd57344..f07501c4a3 100644 --- a/explore-analyze/dashboards/drilldowns.md +++ b/explore-analyze/dashboards/drilldowns.md @@ -11,7 +11,7 @@ products: # Add drilldowns [drilldowns] -Panels have built-in interactive capabilities that apply filters to the dashboard data. For example, when you drag a time range or click a pie slice, a filter for the time range or pie slice is applied. **Drilldowns** let you customize and extend this interactive behavior by defining what happens when users click on data points, all while keeping the context of the interaction such as filters, time ranges, and selected values. +Panels have built-in interactive capabilities that apply filters to the dashboard data. For example, when you drag a time range slider or click a pie chart slice, this applies a filter for the time range or pie slice. **Drilldowns** let you customize and extend this interactive behavior by defining what happens when you click on data points, while keeping interaction context such as filters, time ranges, and selected values. ## Requirements [drilldowns-requirements] diff --git a/explore-analyze/dashboards/open-dashboard.md b/explore-analyze/dashboards/open-dashboard.md index a63c25d79c..6a53b38328 100644 --- a/explore-analyze/dashboards/open-dashboard.md +++ b/explore-analyze/dashboards/open-dashboard.md @@ -18,7 +18,7 @@ Open an existing dashboard in {{product.kibana}} to modify its visualizations, a To edit a dashboard, you need **Edit** permissions for the **Dashboard** feature in {{product.kibana}}. ::::{note} -Managed dashboards created by integrations can't be edited directly, but you can [duplicate](duplicate-dashboards.md) them and edit these duplicates. +Managed dashboards created by integrations can't be edited directly, but you can [duplicate](duplicate-dashboards.md) them and edit the duplicates. :::: ## Edit an existing dashboard [edit-dashboard-steps] @@ -27,7 +27,7 @@ Managed dashboards created by integrations can't be edited directly, but you can 2. Locate the dashboard you want to edit. ::::{tip} - When looking for a specific dashboard, you can filter them by tag or by creator, or search the list based on their name and description. + When looking for specific dashboards, you can filter them by tag or by creator, or search the list by name or description. :::: 3. Click the dashboard name you want to open. From d7132d4a11ece3b68ce1302e687f0f87d323ccf9 Mon Sep 17 00:00:00 2001 From: florent-leborgne Date: Thu, 27 Nov 2025 17:59:08 +0100 Subject: [PATCH 05/16] Update explore-analyze/dashboards/managing.md --- explore-analyze/dashboards/managing.md | 4 +++- 1 file changed, 3 insertions(+), 1 deletion(-) diff --git a/explore-analyze/dashboards/managing.md b/explore-analyze/dashboards/managing.md index 12efb96b32..4ea8781288 100644 --- a/explore-analyze/dashboards/managing.md +++ b/explore-analyze/dashboards/managing.md @@ -34,7 +34,9 @@ The user who created or imported a dashboard is identified as the dashboard’s Similarly, managed dashboards created by integrations are identified as created by Elastic. - +::::{note} +The creator information is only available for dashboards created on or after version 8.14. For dashboards from previous versions, the creator is empty. +:::: :::{image} /explore-analyze/images/kibana-dashboard-filter-by-creator.png :alt: Option to filter the list of dashboards by creator From 7858176a93f1e433ab75693b3e04c706d4988132 Mon Sep 17 00:00:00 2001 From: florent-leborgne Date: Thu, 27 Nov 2025 18:00:20 +0100 Subject: [PATCH 06/16] Update explore-analyze/dashboards/open-dashboard.md --- explore-analyze/dashboards/open-dashboard.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/explore-analyze/dashboards/open-dashboard.md b/explore-analyze/dashboards/open-dashboard.md index 6a53b38328..82089dce00 100644 --- a/explore-analyze/dashboards/open-dashboard.md +++ b/explore-analyze/dashboards/open-dashboard.md @@ -27,7 +27,7 @@ Managed dashboards created by integrations can't be edited directly, but you can 2. Locate the dashboard you want to edit. ::::{tip} - When looking for specific dashboards, you can filter them by tag or by creator, or search the list by name or description. + When looking for a specific dashboard, you can filter them by tag or by creator, or search the list based on their name and description. The creator information is only available for dashboards created on or after version 8.14. :::: 3. Click the dashboard name you want to open. From 226b35b7e2f3ff74ed03e1c9d1c98a0902423a58 Mon Sep 17 00:00:00 2001 From: florent-leborgne Date: Thu, 4 Dec 2025 18:01:24 +0100 Subject: [PATCH 07/16] Update explore-analyze/dashboards.md --- explore-analyze/dashboards.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/explore-analyze/dashboards.md b/explore-analyze/dashboards.md index d730192d59..7aca7bd272 100644 --- a/explore-analyze/dashboards.md +++ b/explore-analyze/dashboards.md @@ -18,7 +18,7 @@ A dashboard is composed of one or more **panels** that you arrange to tell your ![Example dashboard](/explore-analyze/images/kibana-dashboard-overview.png "") -## Get started with dashboards [get-started] +## Get started with dashboards [get-started-with-dashboards] New to dashboards? Start with these hands-on tutorials that walk you through creating your first dashboards using sample data: From d36e8f2a95e8eb75e78353a882615690e02b44e8 Mon Sep 17 00:00:00 2001 From: florent-leborgne Date: Thu, 4 Dec 2025 19:14:43 +0100 Subject: [PATCH 08/16] Update explore-analyze/dashboards/tutorials.md --- explore-analyze/dashboards/tutorials.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/explore-analyze/dashboards/tutorials.md b/explore-analyze/dashboards/tutorials.md index c41297c239..51f85cf412 100644 --- a/explore-analyze/dashboards/tutorials.md +++ b/explore-analyze/dashboards/tutorials.md @@ -11,7 +11,7 @@ products: # Tutorials [_tutorials] -Learn how to build dashboards and create visualizations with step-by-step tutorials that guide you through common scenarios. These tutorials use sample data sets to help you get started quickly, but you can adapt the techniques to work with your own data. +Learn how to build dashboards and create visualizations with step-by-step tutorials that guide you through common scenarios. These tutorials use [sample data](../index.md#gs-get-data-into-kibana) to help you get started quickly, but you can adapt the techniques to work with your own data. These tutorials use [sample data](../index.md#gs-get-data-into-kibana) available in {{product.kibana}} as a way to get started more easily, but you can apply and adapt these instructions to your own data as well. From 237e49bc47411b20c70a37796da871ee7144e23d Mon Sep 17 00:00:00 2001 From: florent-leborgne Date: Thu, 4 Dec 2025 19:15:08 +0100 Subject: [PATCH 09/16] Update explore-analyze/dashboards/tutorials.md --- explore-analyze/dashboards/tutorials.md | 1 - 1 file changed, 1 deletion(-) diff --git a/explore-analyze/dashboards/tutorials.md b/explore-analyze/dashboards/tutorials.md index 51f85cf412..e996c9ee40 100644 --- a/explore-analyze/dashboards/tutorials.md +++ b/explore-analyze/dashboards/tutorials.md @@ -13,7 +13,6 @@ products: Learn how to build dashboards and create visualizations with step-by-step tutorials that guide you through common scenarios. These tutorials use [sample data](../index.md#gs-get-data-into-kibana) to help you get started quickly, but you can adapt the techniques to work with your own data. -These tutorials use [sample data](../index.md#gs-get-data-into-kibana) available in {{product.kibana}} as a way to get started more easily, but you can apply and adapt these instructions to your own data as well. From e75c39c420733a540489779acac843679ff97795 Mon Sep 17 00:00:00 2001 From: florent-leborgne Date: Thu, 4 Dec 2025 19:21:22 +0100 Subject: [PATCH 10/16] Update explore-analyze/dashboards/create-dashboard.md --- explore-analyze/dashboards/create-dashboard.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/explore-analyze/dashboards/create-dashboard.md b/explore-analyze/dashboards/create-dashboard.md index 522fe3a3a2..b93a315bb5 100644 --- a/explore-analyze/dashboards/create-dashboard.md +++ b/explore-analyze/dashboards/create-dashboard.md @@ -18,7 +18,7 @@ Create a new dashboard in {{product.kibana}} to start visualizing and monitoring Before creating a dashboard, ensure you have: * [Data indexed into {{product.elasticsearch}}](/manage-data/ingest.md) and at least one [data view](../find-and-organize/data-views.md) configured -* **Edit** permissions for the **Dashboard** feature in {{product.kibana}} +* **All** privilege for the **Dashboard** feature in {{product.kibana}} ## Create a new dashboard [create-dashboard-steps] From 824c83e14e2b7e02cc76b6fdad0422f83a9f8c39 Mon Sep 17 00:00:00 2001 From: florent-leborgne Date: Thu, 4 Dec 2025 19:28:06 +0100 Subject: [PATCH 11/16] Apply suggestions from code review --- explore-analyze/dashboards.md | 24 +++++++++---------- explore-analyze/dashboards/add-controls.md | 2 +- explore-analyze/dashboards/arrange-panels.md | 2 +- explore-analyze/dashboards/drilldowns.md | 2 +- .../dashboards/import-dashboards.md | 2 +- explore-analyze/dashboards/open-dashboard.md | 2 +- 6 files changed, 17 insertions(+), 17 deletions(-) diff --git a/explore-analyze/dashboards.md b/explore-analyze/dashboards.md index 7aca7bd272..1bb23ab907 100644 --- a/explore-analyze/dashboards.md +++ b/explore-analyze/dashboards.md @@ -22,8 +22,8 @@ A dashboard is composed of one or more **panels** that you arrange to tell your New to dashboards? Start with these hands-on tutorials that walk you through creating your first dashboards using sample data: -- [Create a simple dashboard to monitor website logs](dashboards/create-dashboard-of-panels-with-web-server-data.md): Build a dashboard with charts, metrics, and filters to analyze web traffic patterns -- [Create a dashboard with time series charts](dashboards/create-dashboard-of-panels-with-ecommerce-data.md): Learn to visualize sales trends and patterns over time using ecommerce data +- [Create a simple dashboard to monitor website logs](dashboards/create-dashboard-of-panels-with-web-server-data.md): Build a dashboard with charts, metrics, and filters to analyze web traffic patterns. +- [Create a dashboard with time series charts](dashboards/create-dashboard-of-panels-with-ecommerce-data.md): Learn to visualize sales trends and patterns over time using ecommerce data. ## Work with dashboards [work-with-dashboards] @@ -31,20 +31,20 @@ New to dashboards? Start with these hands-on tutorials that walk you through cre Once you understand the basics, explore these common tasks: **Build and customize dashboards**: -- [Build dashboards](dashboards/building.md): Learn the fundamentals of creating and configuring dashboards -- [Create a dashboard](dashboards/create-dashboard.md): Start with an empty dashboard and add your content -- [Add filter controls](dashboards/add-controls.md): Enable interactive filtering with options lists, range sliders, and time sliders -- [Add drilldowns](dashboards/drilldowns.md): Create interactive navigation between dashboards or to external URLs -- [Organize dashboard panels](dashboards/arrange-panels.md): Arrange panels using collapsible sections, resizing, and positioning +- [Build dashboards](dashboards/building.md): Learn the fundamentals of creating and configuring dashboards. +- [Create a dashboard](dashboards/create-dashboard.md): Start with an empty dashboard and add your content. +- [Add filter controls](dashboards/add-controls.md): Enable interactive filtering with options lists, range sliders, and time sliders. +- [Add drilldowns](dashboards/drilldowns.md): Create interactive navigation between dashboards or to external URLs. +- [Organize dashboard panels](dashboards/arrange-panels.md): Arrange panels using collapsible sections, resizing, and positioning. **Explore and interact**: -- [Explore dashboards](dashboards/using.md): Filter data, adjust time ranges, and interact with panels to uncover insights +- [Explore dashboards](dashboards/using.md): Filter data, adjust time ranges, and interact with panels to uncover insights. **Manage and share**: -- [Manage dashboards](dashboards/managing.md): Browse, search, organize, and track usage of your dashboards -- [Share dashboards](dashboards/sharing.md): Share with your team using links, embeds, or file exports -- [Duplicate a dashboard](dashboards/duplicate-dashboards.md): Create customizable copies of existing dashboards -- [Import a dashboard](dashboards/import-dashboards.md): Bring dashboards from other environments +- [Manage dashboards](dashboards/managing.md): Browse, search, organize, and track usage of your dashboards. +- [Share dashboards](dashboards/sharing.md): Share with your team using links, embeds, or file exports. +- [Duplicate a dashboard](dashboards/duplicate-dashboards.md): Create customizable copies of existing dashboards. +- [Import a dashboard](dashboards/import-dashboards.md): Bring dashboards from other environments. ## About managed dashboards [managed-dashboards] diff --git a/explore-analyze/dashboards/add-controls.md b/explore-analyze/dashboards/add-controls.md index e1b157ff1f..619e8f709f 100644 --- a/explore-analyze/dashboards/add-controls.md +++ b/explore-analyze/dashboards/add-controls.md @@ -17,7 +17,7 @@ products: To add controls to a dashboard, you need: -* **Edit** permissions for the **Dashboard** feature in {{product.kibana}} +* **All** privilege for the **Dashboard** feature in {{product.kibana}} * An existing dashboard open in **Edit** mode * A [data view](../find-and-organize/data-views.md) configured with fields available for filtering diff --git a/explore-analyze/dashboards/arrange-panels.md b/explore-analyze/dashboards/arrange-panels.md index 4e2951bce9..67aca87bff 100644 --- a/explore-analyze/dashboards/arrange-panels.md +++ b/explore-analyze/dashboards/arrange-panels.md @@ -15,7 +15,7 @@ Customize your dashboard layout by arranging panels into logical groups and adju ## Requirements [arrange-panels-requirements] -To organize dashboard panels, you need **Edit** permissions for the **Dashboard** feature in {{product.kibana}}. +To organize dashboard panels, you need the **All** privilege for the **Dashboard** feature in {{product.kibana}}. ## Arrange panels in collapsible sections [collapsible-sections] ```{applies_to} diff --git a/explore-analyze/dashboards/drilldowns.md b/explore-analyze/dashboards/drilldowns.md index f07501c4a3..c72e630825 100644 --- a/explore-analyze/dashboards/drilldowns.md +++ b/explore-analyze/dashboards/drilldowns.md @@ -17,7 +17,7 @@ Panels have built-in interactive capabilities that apply filters to the dashboar To add drilldowns to dashboard panels, you need: -* **Edit** permissions for the **Dashboard** feature in {{product.kibana}} +* **All** privilege for the **Dashboard** feature in {{product.kibana}} * An existing dashboard with at least one panel that supports drilldowns * For dashboard drilldowns: A target dashboard to navigate to * For URL drilldowns: A URL template that can include dynamic variables from the clicked data diff --git a/explore-analyze/dashboards/import-dashboards.md b/explore-analyze/dashboards/import-dashboards.md index f80450d443..98335e33c7 100644 --- a/explore-analyze/dashboards/import-dashboards.md +++ b/explore-analyze/dashboards/import-dashboards.md @@ -17,7 +17,7 @@ Import dashboards into {{product.kibana}} from NDJSON files exported from other To import dashboards, you need: -* **Create** and **Edit** permissions for the **Dashboard** and **Saved Objects** features in {{product.kibana}} +* **All** privilege for the **Dashboard** and **Saved Objects Management** features in {{product.kibana}} * An NDJSON file containing the dashboard and its related objects * Access to **Stack Management** in {{product.kibana}} diff --git a/explore-analyze/dashboards/open-dashboard.md b/explore-analyze/dashboards/open-dashboard.md index 82089dce00..a785acba3e 100644 --- a/explore-analyze/dashboards/open-dashboard.md +++ b/explore-analyze/dashboards/open-dashboard.md @@ -15,7 +15,7 @@ Open an existing dashboard in {{product.kibana}} to modify its visualizations, a ## Requirements [edit-dashboard-requirements] -To edit a dashboard, you need **Edit** permissions for the **Dashboard** feature in {{product.kibana}}. +To edit a dashboard, you need the **All** privilege for the **Dashboard** feature in {{product.kibana}}. ::::{note} Managed dashboards created by integrations can't be edited directly, but you can [duplicate](duplicate-dashboards.md) them and edit the duplicates. From 6970ff633a615e960d54c0a4aa9eec4d2d3083c4 Mon Sep 17 00:00:00 2001 From: florent-leborgne Date: Thu, 4 Dec 2025 19:28:59 +0100 Subject: [PATCH 12/16] Update explore-analyze/dashboards/duplicate-dashboards.md --- explore-analyze/dashboards/duplicate-dashboards.md | 3 +-- 1 file changed, 1 insertion(+), 2 deletions(-) diff --git a/explore-analyze/dashboards/duplicate-dashboards.md b/explore-analyze/dashboards/duplicate-dashboards.md index 9d6638c60f..ceea6e80eb 100644 --- a/explore-analyze/dashboards/duplicate-dashboards.md +++ b/explore-analyze/dashboards/duplicate-dashboards.md @@ -17,8 +17,7 @@ Create a copy of an existing dashboard in {{product.kibana}} to customize it ind To duplicate a dashboard, you need: -* **Read** permissions for the source dashboard -* **Create** permissions for the **Dashboard** feature in {{product.kibana}} +* **All** privilege for the **Dashboard** feature in {{product.kibana}} ## Duplicate a dashboard [duplicate-dashboard-steps] From de6e7f9de8b023f948820becf036dff431026b1a Mon Sep 17 00:00:00 2001 From: florent-leborgne Date: Thu, 11 Dec 2025 12:03:55 +0100 Subject: [PATCH 13/16] Update explore-analyze/dashboards.md --- explore-analyze/dashboards.md | 10 +++++----- 1 file changed, 5 insertions(+), 5 deletions(-) diff --git a/explore-analyze/dashboards.md b/explore-analyze/dashboards.md index 1bb23ab907..8436f78a4e 100644 --- a/explore-analyze/dashboards.md +++ b/explore-analyze/dashboards.md @@ -30,17 +30,17 @@ New to dashboards? Start with these hands-on tutorials that walk you through cre Once you understand the basics, explore these common tasks: -**Build and customize dashboards**: +**Explore and interact** +- [Explore dashboards](dashboards/using.md): Filter data, adjust time ranges, and interact with panels to uncover insights. + +**Build and customize dashboards** - [Build dashboards](dashboards/building.md): Learn the fundamentals of creating and configuring dashboards. - [Create a dashboard](dashboards/create-dashboard.md): Start with an empty dashboard and add your content. - [Add filter controls](dashboards/add-controls.md): Enable interactive filtering with options lists, range sliders, and time sliders. - [Add drilldowns](dashboards/drilldowns.md): Create interactive navigation between dashboards or to external URLs. - [Organize dashboard panels](dashboards/arrange-panels.md): Arrange panels using collapsible sections, resizing, and positioning. -**Explore and interact**: -- [Explore dashboards](dashboards/using.md): Filter data, adjust time ranges, and interact with panels to uncover insights. - -**Manage and share**: +**Manage and share** - [Manage dashboards](dashboards/managing.md): Browse, search, organize, and track usage of your dashboards. - [Share dashboards](dashboards/sharing.md): Share with your team using links, embeds, or file exports. - [Duplicate a dashboard](dashboards/duplicate-dashboards.md): Create customizable copies of existing dashboards. From 6b9c8e582c61975c24b4eec4473b715355726b63 Mon Sep 17 00:00:00 2001 From: florent-leborgne Date: Thu, 11 Dec 2025 12:06:20 +0100 Subject: [PATCH 14/16] Update explore-analyze/dashboards.md --- explore-analyze/dashboards.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/explore-analyze/dashboards.md b/explore-analyze/dashboards.md index 8436f78a4e..4a67cbeb16 100644 --- a/explore-analyze/dashboards.md +++ b/explore-analyze/dashboards.md @@ -23,7 +23,7 @@ A dashboard is composed of one or more **panels** that you arrange to tell your New to dashboards? Start with these hands-on tutorials that walk you through creating your first dashboards using sample data: - [Create a simple dashboard to monitor website logs](dashboards/create-dashboard-of-panels-with-web-server-data.md): Build a dashboard with charts, metrics, and filters to analyze web traffic patterns. -- [Create a dashboard with time series charts](dashboards/create-dashboard-of-panels-with-ecommerce-data.md): Learn to visualize sales trends and patterns over time using ecommerce data. +- [Create a dashboard with time series charts](dashboards/create-dashboard-of-panels-with-ecommerce-data.md): Learn to visualize sales trends and patterns over time using eCommerce data. ## Work with dashboards [work-with-dashboards] From 291edd87a39e4a0c3ea91305b7d96081b9664119 Mon Sep 17 00:00:00 2001 From: florent-leborgne Date: Thu, 11 Dec 2025 12:06:38 +0100 Subject: [PATCH 15/16] Update explore-analyze/dashboards/create-dashboard-of-panels-with-ecommerce-data.md --- .../create-dashboard-of-panels-with-ecommerce-data.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/explore-analyze/dashboards/create-dashboard-of-panels-with-ecommerce-data.md b/explore-analyze/dashboards/create-dashboard-of-panels-with-ecommerce-data.md index ff3faf4af7..0b566798d2 100644 --- a/explore-analyze/dashboards/create-dashboard-of-panels-with-ecommerce-data.md +++ b/explore-analyze/dashboards/create-dashboard-of-panels-with-ecommerce-data.md @@ -11,7 +11,7 @@ products: # Create a dashboard with time series charts [create-a-dashboard-of-panels-with-ecommerce-data] -Learn how to create time series visualizations and build a dashboard that tracks trends over time. This tutorial uses ecommerce sample data to analyze sales patterns, but you can apply these techniques to any time-based data. +Learn how to create time series visualizations and build a dashboard that tracks trends over time. This tutorial uses eCommerce sample data to analyze sales patterns, but you can apply these techniques to any time-based data. When you're done, you'll have a complete dashboard showing sales trends, revenue patterns, and customer behavior over time. From 2364b5572682ccca51cf0d44399afbab70dcae55 Mon Sep 17 00:00:00 2001 From: florent-leborgne Date: Thu, 11 Dec 2025 12:07:15 +0100 Subject: [PATCH 16/16] Update explore-analyze/dashboards/create-dashboard-of-panels-with-ecommerce-data.md --- .../create-dashboard-of-panels-with-ecommerce-data.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/explore-analyze/dashboards/create-dashboard-of-panels-with-ecommerce-data.md b/explore-analyze/dashboards/create-dashboard-of-panels-with-ecommerce-data.md index 0b566798d2..aced3725d3 100644 --- a/explore-analyze/dashboards/create-dashboard-of-panels-with-ecommerce-data.md +++ b/explore-analyze/dashboards/create-dashboard-of-panels-with-ecommerce-data.md @@ -1,7 +1,7 @@ --- mapped_pages: - https://www.elastic.co/guide/en/kibana/current/create-a-dashboard-of-panels-with-ecommerce-data.html -description: Step-by-step tutorial for creating a Kibana dashboard with time series visualizations to analyze ecommerce sales trends and patterns. +description: Step-by-step tutorial for creating a Kibana dashboard with time series visualizations to analyze eCommerce sales trends and patterns. applies_to: stack: ga serverless: ga