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Dashboards first 20 lines optimization (elastic#4084)
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## Summary
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Describe what your PR changes or improves.
If your PR fixes an issue, link it here. If your PR does not fix an
issue, describe the reason you are making the change.
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This PR updates the page opening of all Dashboards docs pages. In
particular:
- Check that the frontmatter is correct and contains the right metadata
- More generally, frontmatter is often missing an intentional
description in many docs files
- Optimized H1
- Optimized page intro based on basic content types
(tutorial/explanation/guide/reference) that provides better context and
sets better expectations
These changes follow instructions provided to AI following an onweek
project: https://github.com/florent-leborgne/mi-instructions
## Generative AI disclosure
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documentation guidelines, please answer the following:
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1. Did you use a generative AI (GenAI) tool to assist in creating this
contribution?
- [x] Yes
- [ ] No
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Tool(s) and model(s) used: Cursor with Claude Sonnet 4.5
---------
Co-authored-by: Benjamin Ironside Goldstein <[email protected]>
Dashboards are the best way to visualize and share insights from your {{es}} data.
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**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.
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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.
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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.
At any time, you can [share a dashboard](dashboards/sharing.md) you’ve created with your team, in {{kib}} or outside.
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## Get started with dashboards[get-started-with-dashboards]
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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.
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New to dashboards? Start with these hands-on tutorials that walk you through creating your first dashboards using sample data:
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-[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.
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-[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.
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## Work with dashboards [work-with-dashboards]
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Once you understand the basics, explore these common tasks:
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**Explore and interact**
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-[Explore dashboards](dashboards/using.md): Filter data, adjust time ranges, and interact with panels to uncover insights.
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**Build and customize dashboards**
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-[Build dashboards](dashboards/building.md): Learn the fundamentals of creating and configuring dashboards.
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-[Create a dashboard](dashboards/create-dashboard.md): Start with an empty dashboard and add your content.
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-[Add filter controls](dashboards/add-controls.md): Enable interactive filtering with options lists, range sliders, and time sliders.
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-[Add drilldowns](dashboards/drilldowns.md): Create interactive navigation between dashboards or to external URLs.
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-[Organize dashboard panels](dashboards/arrange-panels.md): Arrange panels using collapsible sections, resizing, and positioning.
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**Manage and share**
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-[Manage dashboards](dashboards/managing.md): Browse, search, organize, and track usage of your dashboards.
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-[Share dashboards](dashboards/sharing.md): Share with your team using links, embeds, or file exports.
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-[Duplicate a dashboard](dashboards/duplicate-dashboards.md): Create customizable copies of existing dashboards.
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-[Import a dashboard](dashboards/import-dashboards.md): Bring dashboards from other environments.
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## About managed dashboards [managed-dashboards]
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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.
description: Add interactive filter controls to your Kibana dashboards to help users explore data with options lists, range sliders, and time sliders.
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# Add filter controls [add-controls]
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**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.
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**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.
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## Requirements [add-controls-requirements]
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To add controls to a dashboard, you need:
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***All** privilege for the **Dashboard** feature in {{product.kibana}}
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* An existing dashboard open in **Edit** mode
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* A [data view](../find-and-organize/data-views.md) configured with fields available for filtering
description: Organize and arrange dashboard panels using collapsible sections, resizing, positioning, and duplication to improve readability and performance.
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# Organize dashboard panels [arrange-panels]
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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.
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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.
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## Requirements [arrange-panels-requirements]
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To organize dashboard panels, you need the **All** privilege for the **Dashboard** feature in {{product.kibana}}.
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## Arrange panels in collapsible sections [collapsible-sections]
description: Build powerful Kibana dashboards using visualizations, metrics, text, images, and interactive controls to monitor and analyze your data.
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# Building dashboards [create-dashboards]
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{{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.
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{{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.
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* Create and assemble visualizations such as charts or maps, and enrich them with helpful legends containing key data.
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* Extract and show key indicators and metrics to keep them visible and highlighted at all times.
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* Add text, images, and links to help viewers make the most of your dashboard.
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* Include additional controls to facilitate filtering and browsing the data.
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You can:
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$$$dashboard-minimum-requirements$$$
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To create or edit dashboards, you first need to:
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* Create and assemble visualizations such as charts or maps, and enrich them with helpful legends containing key data
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* Extract and show key indicators and metrics to always keep them visible and highlighted
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* Add text, images, and links to help viewers make the most of your dashboard
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* Include additional controls to facilitate filtering and browsing the data
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* 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.
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## Requirements [dashboard-minimum-requirements]
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To create or edit dashboards, you need:
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*[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.
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::::{tip}
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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.
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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.
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*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).
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*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).
description: Step-by-step tutorial for creating a Kibana dashboard with time series visualizations to analyze eCommerce sales trends and patterns.
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# Create a dashboard with time series charts [create-a-dashboard-of-panels-with-ecommerce-data]
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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.
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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.
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When you’re done, you’ll have a complete overview of the sample web logs data.
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When you're done, you'll have a complete dashboard showing sales trends, revenue patterns, and customer behavior over time.
description: Step-by-step tutorial for creating a Kibana dashboard to monitor and analyze website log data using visualizations and panels.
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# Create a simple dashboard to monitor website logs [create-a-dashboard-of-panels-with-web-server-data]
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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.
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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.
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When you’re done, you’ll have a complete overview of the sample web logs data.
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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.
description: Create a new Kibana dashboard from scratch by adding visualizations, controls, and organizing panels to display your data insights.
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# Create a dashboard [create-dashboard]
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1. Open the **Dashboards** page in {{kib}}.
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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.
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## Requirements [create-dashboard-requirements]
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Before creating a dashboard, ensure you have:
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*[Data indexed into {{product.elasticsearch}}](/manage-data/ingest.md) and at least one [data view](../find-and-organize/data-views.md) configured
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***All** privilege for the **Dashboard** feature in {{product.kibana}}
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## Create a new dashboard [create-dashboard-steps]
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1. Open the **Dashboards** page in {{product.kibana}}.
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2. Select **Create dashboard** to start with an empty dashboard.
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When you create a dashboard, you are automatically in edit mode and can make changes to the dashboard.
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3. Populate your dashboard with the content that you need. You can:
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*[**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).
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*[**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).
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*[**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**.
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*[**Add annotations or navigation panels**](../visualize.md#panels-editors). Make your dashboard more informative and easier to read with sections, text, and images.
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*[**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.
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*[**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.
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4. Organize your dashboard by [organizing the various panels](arrange-panels.md).
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5. Define the main settings of your dashboard from the **Settings** menu located in the toolbar.
description: Add drilldowns to Kibana dashboard panels to navigate to other dashboards, external URLs, or Discover while preserving context and filters.
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# Add drilldowns [drilldowns]
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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.
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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.
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## Requirements [drilldowns-requirements]
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To add drilldowns to dashboard panels, you need:
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***All** privilege for the **Dashboard** feature in {{product.kibana}}
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* An existing dashboard with at least one panel that supports drilldowns
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* For dashboard drilldowns: A target dashboard to navigate to
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* For URL drilldowns: A URL template that can include dynamic variables from the clicked data
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## Drilldown types [drilldown-types]
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There are three types of drilldowns you can add to dashboards:
description: Duplicate an existing Kibana dashboard to create a copy that you can customize independently without affecting the original.
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# Duplicate a dashboard [duplicate-dashboards]
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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.
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