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[DOCS] Adds documentation for drilldowns #68122

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103 changes: 103 additions & 0 deletions docs/drilldowns/drilldowns.asciidoc
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[[drilldowns]]
== Use drilldowns for dashboard actions

Drilldowns, also known as custom actions, allow you to configure a
workflow for analyzing and troubleshooting your data.
Using a drilldown, you can navigate from one dashboard to another,
taking the current time range, filters, and other parameters with you.
Although the destination dashboard shows the data in a different structure,
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the context is the same. You can continue your investigation from a new perspective.
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For example, you might have a dashboard that shows the overall status of multiple data centers.
You can create a drilldown that navigates from this dashboard to a dashboard
that shows a specific data center or server.
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[float]
[[how-drilldowns-work]]
=== How drilldowns work

Drilldowns are Kibana actions configured by the user and stored
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in the dashboard saved object. Drilldowns are specific to the dashboard panel
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for which they are created—they are not shared across panels.
A panel can have multiple drilldowns.

This example shows a dashboard panel that contains a pie chart.
Typically, clicking a pie slice applies the current filter.
When a panel has a drilldown, clicking a pie slice opens a menu with
the default action and your drilldowns. See the <<drilldowns-example, Try it section>> of this doc
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for instructions on how to create this drilldown.

[role="screenshot"]
image::images/drilldown_on_piechart.png[Drilldown on pie chart that navigates to another dashboard]
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Third-party developers can create drilldowns.
See https://github.com/elastic/kibana/tree/master/x-pack/examples/ui_actions_enhanced_examples[this example plugin]
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to learn how to code drilldowns.
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[float]
[[create-manage-drilldowns]]
=== Create and manage drilldowns

To create and manage drilldowns, your dashboard must be in *Edit* mode.
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The panel menu will then include a *Create drilldown* action.
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Once a panel has at least one drilldown, the menu also includes a *Manage drilldowns* action
for editing and deleting drilldowns.

[role="screenshot"]
image::images/drilldown_menu.png[Panel menu with Create drilldown and Manage drilldown actions]
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[float]
[[drilldowns-example]]
=== Try it: Create a drilldown
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This example shows how to create the drilldown shown previously in this doc.
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[float]
==== Set up the dashboards

. Add the <<get-data-in, sample web logs>> data set.

. Create a new dashboard, called *Host Overview*, and include these visualizations
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from the sample data set:
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[%hardbreaks]
*[Logs] Heatmap*
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*[Logs] Visitors by OS*
*[Logs] Host, Visits, and Bytes Table*
*[Logs] Total Requests and Bytes*
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TIP: If you don’t see data for a panel, try changing the time range.

. Open the prebuilt *[Logs] Web traffic* dashboard.
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. Set a search and filter.
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[%hardbreaks]
Search: `extension.keyword:( “gz” or “css” or “deb”)`
Filter: `geo.src : CN`

[float]
==== Create the drilldown


. In the dashboard menu bar, click *Edit*.

. In *[Logs] Visitors by OS*, open the panel menu, and then select *Create drilldown*.

. Give the drilldown a name.

. Select *Host Overview* as the destination dashboard.

. Keep both filters enabled so that the drilldown carries over the global filters and date range.
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[role="screenshot"]
image::images/drilldown_create.png[Create drilldown with entries for drilldown name and destination]

. Save the dashboard.
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If you don’t save the drilldown, and then navigate away, the drilldown is lost.

. In *[Logs] Visitors by OS*, click the “win 8” slice of the pie, and then click the name of your drilldown.
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You are navigated to your destination dashboard. Verify that the search query, filters,
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and time range are carried over.
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2 changes: 2 additions & 0 deletions docs/user/dashboard.asciidoc
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Expand Up @@ -186,3 +186,5 @@ tools. To create a short URL, you must have write access to {kib}.

To export the dashboard, go to *Management > Saved Objects*. For more information,
see <<managing-saved-objects, Managing saved objects>>.

include::{kib-repo-dir}/drilldowns/drilldowns.asciidoc[]
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