diff --git a/docs/user/dashboard/images/formula_reference.png b/docs/user/dashboard/images/formula_reference.png index dff574120c2a16..7b385e77498801 100644 Binary files a/docs/user/dashboard/images/formula_reference.png and b/docs/user/dashboard/images/formula_reference.png differ diff --git a/docs/user/dashboard/images/lens_visualizationModifierPopup_8.8.0.png b/docs/user/dashboard/images/lens_visualizationModifierPopup_8.8.0.png new file mode 100644 index 00000000000000..d3252fa9c16f03 Binary files /dev/null and b/docs/user/dashboard/images/lens_visualizationModifierPopup_8.8.0.png differ diff --git a/docs/user/dashboard/lens.asciidoc b/docs/user/dashboard/lens.asciidoc index eafe5cbf076c32..38a21cf3e97c86 100644 --- a/docs/user/dashboard/lens.asciidoc +++ b/docs/user/dashboard/lens.asciidoc @@ -175,18 +175,35 @@ Compare your real-time data to the results that are offset by a time increment. For a time shift example, refer to <>. [float] -[[multi-metric-partition-chart]] -==== Build a partition chart from multiple metrics +[[create-partition-charts-with-multiple-metrics]] +==== Create partition charts with multiple metrics -By default, partition charts (e.g. pie) are built from one or more "slice-by" dimensions to define the partitions and a single metric dimension to define their size. However, you can also build a partition chart from multiple metric dimensions. +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. +To create partition charts with multiple metrics, use the layer settings. Multiple metrics are unsupported for mosaic visualizations. -. Open the layer context menu at the top right of the layer panel. +. 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*. -. Click *Layer settings*. +. Select *Multiple metrics*. -. Click the switch labeled *Multiple metrics*. +. Click *X*. -Note: this option is not available for mosaic charts. +[float] +[[improve-visualization-loading-time]] +=== Improve visualization loading time + +preview::[] + +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. +Use low sampling percentages on large datasets. + +. 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*. + +. To select the *Sampling* percentage, use the slider. + +. Click *X*. ++ +When you add the visualization to dashboards, image:dashboard/images/lens_visualizationModifierPopup_8.8.0.png[Visualization modifier popup] appears, +which allows you to view settings changes to the visualization. [float] [[add-annotations]] @@ -214,6 +231,9 @@ Create the annotation layer. . From the fields list, drag a field to the *Add an annotation* field. . 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. ++ +When you add the visualization to dashboards, image:dashboard/images/lens_visualizationModifierPopup_8.8.0.png[Visualization modifier popup] appears, +which allows you to view settings changes to the visualization. Create static annotations. diff --git a/docs/user/reporting/index.asciidoc b/docs/user/reporting/index.asciidoc index e85c46d04ed383..6529352f7bc1e1 100644 --- a/docs/user/reporting/index.asciidoc +++ b/docs/user/reporting/index.asciidoc @@ -13,19 +13,21 @@ You access the options from the *Share* menu in the toolbar. The sharing options include the following: -* *PDF Reports* — Generate and download a PDF file of a dashboard, visualization, or *Canvas* workpad. PDF reports are a link:https://www.elastic.co/subscriptions[subscription feature]. +* *PDF Reports* — Generate and download PDF files of dashboards, visualizations, and *Canvas* workpads. PDF reports are a link:https://www.elastic.co/subscriptions[subscription feature]. -* *PNG Reports* — Generate and download a PNG file of a dashboard or visualization. PNG reports are a link:https://www.elastic.co/subscriptions[subscription feature]. +* *PNG Reports* — Generate and download PNG files of dashboards and visualizations. PNG reports are a link:https://www.elastic.co/subscriptions[subscription feature]. -* *CSV Reports* — Generate and download a CSV file of a *Discover* saved search. +* *CSV Reports* — Generate and download CSV files of saved searches. -* *Get links* — Share a direct link to a *Discover* saved search, dashboard, or visualization. +* *CSV Download* — Generate and download CSV files of *Lens* visualizations. -* *Download as JSON* — Generate and download a JSON file of a *Canvas* workpad. +* *Get links* — Share direct links to saved searches, dashboards, and visualizations. + +* *Download as JSON* — Generate and download JSON files of *Canvas* workpads. * beta[] *Share on a website* — Download and securely share *Canvas* workpads on any website. -* *Embed code* — Embed a fully interactive dashboard as an iframe on a web page. +* *Embed code* — Embed fully interactive dashboards as an iframe on web pages. [[reporting-on-cloud-resource-requirements]] NOTE: For Elastic Cloud deployments, {kib} instances require a minimum of 2GB RAM to generate PDF or PNG reports. To @@ -51,19 +53,13 @@ image::user/reporting/images/shareable-container.png["Shareable Container"] . Open the main menu, then open the saved search, dashboard, visualization, or workpad you want to share. -. From the toolbar, click *Share*, then select one of the following options: - -** **PDF Reports** — Generates a PDF file of the dashboard, visualization, or workpad. - -** **PNG Reports** — Generates a PNG file of the dashboard or visualization. +. From the toolbar, click *Share*, then select the report option. -** **CSV Reports** — Generates a CSV report of the saved search. - -. If you are creating a PDF report of a dashboard, select *Optimize for printing* to create a printer-friendly PDF with multiple A4 portrait pages and two visualizations per page. +* If you are creating dashboard PDFs, select *Optimize for printing* to create printer-friendly PDFs with multiple A4 portrait pages and two visualizations per page. + NOTE: When you create a dashboard report that includes a data table or saved search, the PDF includes only the visible data. -. If you are creating a PDF report of a workpad, select *Full page layout* to create a PDF without margins that surround the workpad. +* If you are creating workpad PDFs, select *Full page layout* to create PDFs without margins that surround the workpad. . Generate the report. @@ -78,9 +74,9 @@ more about {ilm-init} policies, refer to the {es} [float] [[share-a-direct-link]] -== Share a direct link +== Share direct links -Share a direct link to a saved search, dashboard, or visualization. To access the shared object, authentication is required. +Create and share direct links to saved searches, dashboards, and visualizations. To access the shared object, authentication is required. . Open the main menu, then open the saved search, dashboard, or visualization you want to share. @@ -105,9 +101,9 @@ NOTE: *Public URL* is available only when anonymous access is configured and you [float] [[download-as-json]] -== Create a JSON file +== Create JSON files -Create a JSON file for a workpad. +Create and share JSON files for workpads. . Open the main menu, then click *Canvas*. @@ -119,8 +115,7 @@ Create a JSON file for a workpad. [[add-workpad-website]] == Share workpads on a website -beta[] *Canvas* allows you to create _shareables_, which are workpads that you download and securely share on a website. -To customize the behavior of the workpad on your website, you can choose to autoplay the pages or hide the workpad toolbar. +beta[] Create and securely share static *Canvas* workpads on a website. To customize the behavior of the workpad on your website, you can choose to autoplay the pages or hide the workpad toolbar. . Open the main menu, then click *Canvas*. @@ -128,8 +123,6 @@ To customize the behavior of the workpad on your website, you can choose to auto . Click *Share > Share on a website*. -. Follow the instructions. - . To customize the workpad behavior to autoplay the pages or hide the toolbar, use the inline parameters. + To make sure that your data remains secure, the data in the JSON file is not connected to {kib}. *Canvas* does not display elements that manipulate the data on the workpad. @@ -142,9 +135,9 @@ NOTE: Shareable workpads encode the current state of the workpad in a JSON file. [[embed-code]] == Embed code -Display your dashboard on an internal company website or personal web page with an iframe. Embedding other {kib} objects is generally supported, but you might need to manually craft the proper HTML code. +Display your dashboards on an internal company website or personal web page with an iframe. To embed other {kib} objects, manually create the HTML code. -Some users might not have access to the dashboard or visualization. For more information, refer to <> and <>. +For information about granting access to embedded dashboards, refer to <>. . Open the main menu, then open the dashboard you want to share. @@ -152,11 +145,11 @@ Some users might not have access to the dashboard or visualization. For more inf . Specify how you want to generate the code: -* To display only the current state, select *Snapshot*. +* To display the current state, select *Snapshot*. * To display up-to-date changes, select *Saved object*. -* Select the dashboard components you want to include. +* Select the dashboard components you want to share. * To generate a shortened link, select *Short URL*.