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[DOCS] Empty dashboard screen #55727

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132 changes: 71 additions & 61 deletions docs/user/dashboard.asciidoc
Original file line number Diff line number Diff line change
Expand Up @@ -4,25 +4,23 @@
[partintro]
--

A {kib} _dashboard_ is a collection of visualizations, searches, and
maps, typically in real-time. Dashboards provide
at-a-glance insights into your data and enable you to drill down into details.
A _dashboard_ is a collection of visualizations, searches, and
maps, typically in real-time. Dashboards provide
at-a-glance insights into your data and enable you to drill down into details.

To start working with dashboards, click *Dashboard* in the side navigation.
With *Dashboard*, you can:

* <<dashboard-create-new-dashboard, Create a dashboard>>
* <<customizing-your-dashboard, Arrange dashboard elements>>
* <<dashboard-customize-filter, Customize time ranges>>
* <<sharing-dashboards, Share a dashboard>>
* <<import-dashboards, Import and export dashboards>>
* <<viewing-detailed-information, Inspect and edit dashboard elements>>
* Add visualizations, saved searches, and maps for side-by-side analysis

* Arrange dashboard elements to display exactly how you want

* Customize time ranges to display only the data you want

* Inspect and edit dashboard elements to find out exactly what kind of data is displayed

[role="screenshot"]
image:images/Dashboard_example.png[Example dashboard]


[float]
[[dashboard-read-only-access]]
=== [xpack]#Read only access#
Expand All @@ -34,54 +32,60 @@ dashboards are not visible. For more information, see <<xpack-security-authoriza
[role="screenshot"]
image::images/dashboard-read-only-badge.png[Example of Dashboard's read only access indicator in Kibana's header]

[float]
[[dashboard-getting-started]]
=== Interact with dashboards

When you open *Dashboard*, you're presented an overview of your dashboards.
If you don't have any dashboards, you can add
<<add-sample-data, sample data sets>>,
which include pre-built dashboards.

Once you open a dashboard, you can filter the data
by entering a search query, changing the time filter, or clicking
in the visualizations, searches, and maps. If a dashboard element has a stored query,
both queries are applied.

--

[[dashboard-create-new-dashboard]]
== Create a dashboard

To create a dashboard, you must have data indexed into {es}, an index pattern
to retrieve the data from {es}, and
visualizations, saved searches, or maps. If these don't exist, you're prompted to
add them as you create the dashboard.
To create a dashboard, you must have data indexed into {es}, an index pattern
to retrieve the data from {es}, and
visualizations, saved searches, or maps. If these don't exist, you're prompted to
add them as you create the dashboard, or you can add
<<add-sample-data, sample data sets>>,
which include pre-built dashboards.

For an end-to-end example, see <<tutorial-build-dashboard, Building your own dashboard>>.
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. Open *Dashboard.*
. Click *Create new dashboard.*
. Click *Add*.
. Use *Add panels* to add elements to the dashboard.
+
To begin, open *Dashboard*, then click *Create new dashboard.*

[float]
[[dashboard-add-elements]]
=== Add elements

The visualizations, saved searches, and maps
are stored in panels that you can move and resize. A
menu in the upper right of the panel has options for customizing
the panel. You can add elements from
are stored as elements in panels that you can move and resize. The
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menu in the upper right of the panel includes customization options. You can add elements from
multiple indices, and the same element can appear in multiple dashboards.

To create an element:

. Click *Create new*.
. On the *New Visualization* window, click the visualization type.
+
[role="screenshot"]
image:images/Dashboard_add_visualization.png[Example add visualization to dashboard]
image:images/Dashboard_add_new_visualization.png[Example add new visualization to dashboard]
+
For information on how to create visualizations, see <<visualize,Visualize>>.
+
For information on how to create Maps, see <<maps,Elastic Maps>>.

To add an existing element:

. When you're finished adding and arranging the panels,
*Save* the dashboard.
. Click *Add*.

. On the *Add panels* flyout, select the panel.
+
[role="screenshot"]
image:images/Dashboard_add_visualization.png[Example add visualization to dashboard]
+
When a dashboard element has a stored query,
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both queries are applied.

[float]
[[customizing-your-dashboard]]
=== Arrange dashboard elements

In *Edit* mode, you can move, resize, customize, and delete panels to suit your needs.
In *Edit* mode, you can move, resize, customize, and delete panels to suit your needs.

[[moving-containers]]
* To move a panel, click and hold the panel header and drag to the new location.
Expand All @@ -101,31 +105,42 @@ dashboard does *not* delete the saved visualization or search.

You can configure each visualization, saved search, and map on your dashboard
for a specific time range. For example, you might want one visualization to show
the monthly trend for CPU usage and another to show the current CPU usage.
the monthly trend for CPU usage and another to show the current CPU usage.

From the panel menu, select *Customize time range* to expose a time filter
dedicated to that panel. Panels that are not restricted by a specific
From the panel menu, select *Customize time range* to expose a time filter
dedicated to that panel. Panels that are not restricted by a specific
time range are controlled by the
global time filter.

[role="screenshot"]
image:images/time_range_per_panel.gif[Time range per dashboard panel]

[float]
[[save-dashboards]]
=== Save a dashboard

When you're finished adding and arranging the panels, save the dashboard.

. In the {kib} toolbar, click *Save*.

. Enter the dashboard *Title* and optional *Description*, then *Save* the dashboard.

[float]
[[sharing-dashboards]]
=== Share a dashboard

[[embedding-dashboards]]
When you've finished your dashboard, you can share it with your teammates.
When you've finished your dashboard, you can share it with your teammates.
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From the *Share* menu, you can:

* Embed the code in a web page. Users must have Kibana access
* Embed the code in a web page. Users must have {kib} access
to view an embedded dashboard.
* Share a direct link to a {kib} dashboard
* Generate a PDF report
* Generate a PNG report

TIP: You can create a link to a dashboard by title by doing this: +
TIP: To create a link to a dashboard by title, use: +
`${domain}/${basepath?}/app/kibana#/dashboards?title=${yourdashboardtitle}`

TIP: When sharing a link to a dashboard snapshot, use the *Short URL*. Snapshot
Expand All @@ -137,26 +152,21 @@ tools. To create a short URL, you must have write access to {kib}.
=== Import and export dashboards
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To import and export dashboards, go to *Management > Saved Objects*. For details,
see <<managing-saved-objects, Managing saved objects>>.
see <<managing-saved-objects, Managing saved objects>>.

[float]
[[viewing-detailed-information]]
=== Inspect and edit elements
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This section feels like it belongs on a separate page. Also, it needs more information about why you would want to inspect and edit an element. Maybe a separate PR?

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I'm moving this section up. I inspect/edit elements as I'm arranging them on the dashboard, and I definitely do this before I save the dashboard.


Many dashboard elements allow you to drill down into the data and requests
behind the element. Open the menu in the upper right of the panel and select *Inspect*.
The views you see depend on the element that you inspect.
Many dashboard elements allow you to drill down into the data and requests
behind the element.

From the panel menu, select *Inspect*.
The data that displays depends on the element that you inspect.

[role="screenshot"]
image:images/Dashboard_inspect.png[Inspect in dashboard]

To open an element for editing, put the dashboard in *Edit* mode,
and then select *Edit* from the panel menu. The changes you make appear in
every dashboard that uses the element.







To open an element for editing, put the dashboard in *Edit* mode,
and then select *Edit visualization* from the panel menu. The changes you make appear in
every dashboard that uses the element.