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[Docs] Add visuals to the Build dashboard pages (elastic#194234)
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## Summary

Added screenshots and gifs to the [Build
Dashboards](https://www.elastic.co/guide/en/kibana/master/create-dashboards.html)
pages as part of the ongoing project to add more visuals to the
Dashboards docs.

Rel:elastic/platform-docs-team#457 and
elastic/platform-docs-team#466
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wajihaparvez committed Sep 27, 2024
1 parent 8b4a82b commit dab2786
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41 changes: 29 additions & 12 deletions docs/user/dashboard/create-dashboards.asciidoc
Original file line number Diff line number Diff line change
Expand Up @@ -26,39 +26,44 @@ TIP: If you don't have data at hand and still want to explore dashboards, you ca

//To make your dashboard experience as good as possible for you and users who will view it, check the <<dashboard-best-practices,dashboard best practices>>.

. Open the *Dashboard* page in {kib}.
. Open the *Dashboards* page in {kib}.

. 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.
[[create-panels-with-lens]]
. Add content to the dashboard. You have several options covered in more details in the <<panels-editors,Visualizations section>>:
. Add content to the dashboard. You have several options covered in more detail in the <<panels-editors,Visualizations section>>:
** <<lens,**Create visualization**>>. This option is a shortcut to create a chart using **Lens**, the default visualization editor in {kib}.
** <<panels-editors,**Add panel**>>. Choose one of the available panels to add and configure content to your dashboard.
** **Add from library**. Select existing content that has already been configured and saved to the **Visualize Library**.
** <<add-controls,**Controls**>>. Add controls to help filter the content of your dashboard.

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[role="screenshot"]
image::images/add_content_to_dashboard_8.15.0.png[Options to add content to your dashboard, width=70%]
. Organize your dashboard by <<arrange-panels,organizing the various panels>>.
[[add-dashboard-settings]]
. Define the main settings of your dashboard from the *Settings* menu located in the toolbar.
.. Meaningful title, description, and <<managing-tags,tags>> allow you to find the dashboard quickly later when browsing your list of dashboard or using the {kib} search bar.
.. A meaningful title, description, and <<managing-tags,tags>> allow you to find the dashboard quickly later when browsing your list of dashboards or using the {kib} search bar.
.. Additional display options allow you unify the look and feel of the dashboard's panels:

*** *Store time with dashboard* &mdash; Saves the specified time filter.
*** *Use margins between panels* &mdash; Adds a margin of space between each panel.
*** *Show panel titles* &mdash; Displays the titles in the panel headers.
*** *Sync color palettes across panels* &mdash; Applies the same color palette to all panels on the dashboard.
*** *Sync cursor across panels* &mdash; When you hover your cursor over a time series chart or a heatmap, the cursor on all other related dashboard charts automatically appears.
*** *Sync tooltips across panels* &mdash; When you hover your cursor over a *Lens* chart, the tooltips on all other related dashboard charts automatically appears.
*** *Sync tooltips across panels* &mdash; When you hover your cursor over a *Lens* chart, the tooltips on all other related dashboard charts automatically appear.

.. Click *Apply*.
.. Click *Apply*.
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[role="screenshot"]
image::https://images.contentstack.io/v3/assets/bltefdd0b53724fa2ce/blt532d6c9ca72817d6/66f31b1f80b55f3a20e1a329/dashboard_settings_8.15.0.gif[Change and apply dashboard settings, width 30%]

. **Save** Save the dashboard.
. Click **Save** to save the dashboard.

[[open-the-dashboard]]
== Edit a dashboard

. Open the *Dashboard* page in {kib}.
. Open the *Dashboards* page in {kib}.

. Locate the dashboard you want to edit.
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Expand All @@ -67,7 +72,9 @@ TIP: When looking for a specific dashboard, you can filter them by tag or by cre
. Click the dashboard *Title* you want to open.

. Make sure that you are in **Edit** mode to be able to make changes to the dashboard. You can switch between **Edit** and **View** modes from the toolbar.

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[role="screenshot"]
image::https://images.contentstack.io/v3/assets/bltefdd0b53724fa2ce/bltf75cdb828cef8b5a/66f5cfcfad4f59f38b73ba64/switch-to-view-mode-8.15.0.gif[Switch between Edit and View modes, width 30%]
. Make the changes that you need to the dashboard:

** Adjust the dashboard's settings
Expand All @@ -86,7 +93,11 @@ NOTE: Once changes are saved, you can no longer revert them in one click, and in

. In the toolbar, click *Reset*.

. On the *Reset dashboard* window, click *Reset dashboard*.
. On the *Reset dashboard?* window, click *Reset dashboard*.

+
[role="screenshot"]
image::https://images.contentstack.io/v3/assets/bltefdd0b53724fa2ce/bltcd3dbda9caf48a9b/66f4957fc9f9c71ce7533774/reset-dashboard-8.15.0.gif[Reset dashboard to revert unsaved changes, width 30%]

include::dashboard-controls.asciidoc[leveloffset=-1]

Expand All @@ -108,7 +119,7 @@ In the toolbar, click *Edit*, then use the following options:

* To resize, click the resize control, then drag to the new dimensions.

* To maximize to full screen, open the panel menu, then click *More > Maximize panel*.
* To maximize to full screen, open the panel menu, then click *More > Maximize*.
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TIP: If you <<share-the-dashboard,share>> a dashboard while viewing a full screen panel, the generated link will directly open the same panel in full screen mode.

Expand All @@ -126,7 +137,10 @@ Duplicated panels appear next to the original panel, and move the other panels t

. In the toolbar, click *Edit*.

. Open the panel menu, then select *Duplicate panel*.
. Open the panel menu, then select *Duplicate*.
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[role="screenshot"]
image::images/duplicate-panels-8.15.0.png[Duplicate a panel, width=50%]

[float]
[[copy-to-dashboard]]
Expand All @@ -137,6 +151,9 @@ Copy panels from one dashboard to another dashboard.
. Open the panel menu, then select *More > Copy to dashboard*.

. On the *Copy to dashboard* window, select the dashboard, then click *Copy and go to dashboard*.
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[role="screenshot"]
image:https://images.contentstack.io/v3/assets/bltefdd0b53724fa2ce/blt64206db263cf5514/66f49286833cffb09bebd18d/copy-to-dashboard-8.15.0.gif[Copy a panel to another dashboard, width 30%]

== Import dashboards

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23 changes: 16 additions & 7 deletions docs/user/dashboard/dashboard-controls.asciidoc
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Expand Up @@ -33,9 +33,12 @@ To add interactive Options list and Range slider controls, create the controls,

. Open or create a new dashboard.

. Make sure you are in *Edit* mode, and select *Controls* > *Add control* in the dashboard toolbar.
. In *Edit* mode, select *Controls* > *Add control* in the dashboard toolbar.
+
[role="screenshot"]
image::images/dashboard-add-control-8.15.0.png[Controls button in the toolbar with the Add Control option selected, width=60%]

. From the *Data view* dropdown, select the data view that contains the field you want to use for the *Control*.
. On the *Create control* flyout, from the *Data view* dropdown, select the data view that contains the field you want to use for the *Control*.

. In the *Field* list, select the field you want to filter on.

Expand Down Expand Up @@ -80,7 +83,10 @@ You can add one interactive time slider control to a dashboard.

. Open or create a new dashboard.

. In the dashboard toolbar, click *Controls* > *Add time slider control*.
. In *Edit* mode, select *Controls* > *Add time slider control*.
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[role="screenshot"]
image::images/dashboard-add-time-slider-control-8.15.0.png[Controls button in the toolbar with the Add a time slider option selected, width=60%]

. The time slider control uses the time range from the global time filter. To change the time range in the time slider control, <<set-time-filter,change the global time filter>>.

Expand All @@ -92,11 +98,14 @@ You can add one interactive time slider control to a dashboard.
[[configure-controls-settings]]
==== Configure the controls settings

Several settings that apply to all controls of a same dashboard are available.
Several settings that apply to all controls of the same dashboard are available.

. In the dashboard toolbar, click *Controls*, then select *Settings*.
. In *Edit* mode, select *Controls* > *Settings*.
+
[role="screenshot"]
image::images/dashboard-controls-settings-8.15.0.png[Controls button in the toolbar with the Settings option selected, width=60%]

. On the *Control settings* flyout, configure the settings:
. On the *Control settings* flyout, configure the following settings:

* *Label position* &mdash; Specify where the control label appears.

Expand All @@ -105,7 +114,7 @@ Several settings that apply to all controls of a same dashboard are available.
** **Apply global filters to controls** &mdash; Define whether controls should ignore or apply any filter specified in the main filter bar of the dashboard.
** **Apply global time range to controls** &mdash; Define whether controls should ignore or apply the main time range specified for the dashboard. Note that <<add-time-slider-controls,time slider controls>> rely on the global time range and don't work properly when this option is disabled.

* *Selection* settings:
* *Selections* settings:

** *Validate user selections* &mdash; When selected, any selected option that results in no data is ignored.
** *Chain controls* &mdash; When selected, controls are applied sequentially from left to right, and line by line. Any selected options in one control narrows the available options in the next control.
Expand Down
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