diff --git a/docs/canvas/canvas-edit-workpads.asciidoc b/docs/canvas/canvas-edit-workpads.asciidoc new file mode 100644 index 0000000000000..6558def8a7474 --- /dev/null +++ b/docs/canvas/canvas-edit-workpads.asciidoc @@ -0,0 +1,136 @@ +[role="xpack"] +[[edit-workpads]] +== Edit workpads + +To create the look and feel that you want, apply format settings to the entire workpad, or individual elements. + +[float] +[[create-variables]] +=== Create variables + +When you frequently use copy and paste, create variables to easily reuse strings and patterns. For example, when you clone a large workpad and need to connect your elements to a new index, use variables to update +each element instead of updating them manually. + +. Create the variables. +.. Click *Add a variable*. +.. Specify the variable options, then click *Save changes*. + +. Apply the variable. +.. Copy the variable. +.. Select the element you want to change, then open the expression editor. +.. Paste the variable. + +For example, to change the index pattern for a set of charts: + +Specify the variable options. + +[role="screenshot"] +image::images/specify_variable_syntax.png[Specify the variable syntax] + +Copy the variable, then apply it to each element you want to update in the *Expression editor*. + +[role="screenshot"] +image::images/copy_variable_syntax.png[Copy the variable syntax] + +[float] +[[apply-changes-to-the-entire-workpad]] +=== Apply changes to the entire workpad + +With stylesheets, you can change the look of the entire workpad, including fonts, colors, layout, and more. + +To get started, enter the changes you want to make in the *Global CSS overrides* text editor, then click *Apply stylesheet*. + +For example, to change the background for the entire workpad, enter: + +[source,text] +-------------------------------------------------- +.canvasPage { +background-color: #3990e6; +} +-------------------------------------------------- + +[float] +[[change-the-element-settings]] +=== Change the element settings + +Element settings enable you to change the display options at the element level. For example, use the element settings to change the dimensions, style, or location of an element. + +[float] +[[change-the-display-options]] +==== Change the display options + +Choose the display options for your elements. The options available depend on the element you select. + +To change the element display options, click *Display*, then make your changes in the editor. + +To use CSS overrides: + +. Click *+* next to *Element style*, then select *CSS*. +. In the *CSS* text editor, enter the changes you want to make, then click *Apply stylesheet*. + +For example, to center an element, enter: + +[source,text] +-------------------------------------------------- +.canvasRenderEl h1 { +text.align: center; +} +-------------------------------------------------- + +[float] +[[clone-elements]] +==== Clone elements +To use an element with the same functionality and appearance in multiple places, clone the element. + +Select the element, then click *Edit > Clone*. + +[role="screenshot"] +image::images/clone_element.gif[Clone elements] + +[float] +[[move-and-resize-elements]] +==== Move and resize elements + +Canvas provides you with many options to move and resize the elements on your workpad. + +* To move elements, click and hold the element, then drag to the new location. + +* To move elements by 1 pixel, select the element, press and hold Shift, then use your arrow keys. + +* To move elements by 10 pixels, select the element, then use your arrow keys. + +* To resize elements, click and drag the resize handles to the new dimensions. + +[float] +[[edit-elements]] +==== Edit elements + +The element editing options allow you to arrange and organize the elements on your workpad page. + +To align two or more elements: + +. Press and hold Shift, then select the elements you want to align. + +. Click *Edit > Alignment*, then select the alignment option. + +To distribute three or more elements: + +. Press and hold Shift, then select the elements you want to distribute. + +. Click *Edit > Distribution*, then select the distribution option. + +To reorder elements: + +. Select the element you want to reorder. + +. Click *Edit > Order*, then select the order option. + +[float] +[[delete-elements]] +==== Delete elements + +When you no longer need an element, delete it from your workpad. + +. Select the element you want to delete. + +. Click *Edit > Delete*. diff --git a/docs/canvas/canvas-elements.asciidoc b/docs/canvas/canvas-elements.asciidoc deleted file mode 100644 index 9c7467bb452fd..0000000000000 --- a/docs/canvas/canvas-elements.asciidoc +++ /dev/null @@ -1,167 +0,0 @@ -[role="xpack"] -[[add-canvas-elements]] -=== Add elements - -Create a story about your data by adding elements to your workpad that include images, text, charts, and more. You can create your own elements and connect them to your data sources, add saved objects, and add your own images. - -[float] -[[create-canvas-element]] -==== Create an element - -Choose the type of element you want to use, then connect it to your own data. - -. Click *Add element*, then select the element you want to use. -+ -[role="screenshot"] -image::images/canvas-element-select.gif[Canvas elements] - -. To familiarize yourself with the element, use the preconfigured data demo data. -+ -By default, most of the elements you create use demo data until you change the data source. The demo data includes a small data set that you can use to experiment with your element. - -. To connect the element to your data, select *Data*, then select one of the following data sources: - -* *{es} SQL* — Access your data in {es} using SQL syntax. For information about SQL syntax, refer to {ref}/sql-spec.html[SQL language]. - -* *{es} documents* — Access your data in {es} without using aggregations. To use, select an index and fields, and optionally enter a query using the <>. Use the *{es} documents* data source when you have low volume datasets, to view raw documents, or to plot exact, non-aggregated values on a chart. - -* *Timelion* — Access your time series data using <> queries. To use Timelion queries, you can enter a query using the <>. - -Each element can display a different data source. Pages and workpads often contain multiple data sources. - -[float] -[[canvas-add-object]] -==== Add a saved object - -Add <> to your workpad, such as maps and visualizations. - -. Click *Add element > Add from Visualize Library*. - -. Select the saved object you want to add. -+ -[role="screenshot"] -image::images/canvas-map-embed.gif[] - -. To use the customization options, click the panel menu, then select one of the following options: - -* *Edit map* — Opens <> or <> so that you can edit the original saved object. - -* *Edit panel title* — Adds a title to the saved object. - -* *Customize time range* — Exposes a time filter dedicated to the saved object. - -* *Inspect* — Allows you to drill down into the element data. - -[float] -[[canvas-add-image]] -==== Add your own image - -To personalize your workpad, add your own logos and graphics. - -. Click *Add element > Manage assets*. - -. On the *Manage workpad assets* window, drag and drop your images. - -. To add the image to the workpad, click the *Create image element* icon. -+ -[role="screenshot"] -image::images/canvas-add-image.gif[] - -[float] -[[move-canvas-elements]] -==== Organize elements - -Move and resize your elements to meet your design needs. - -* To move, click and hold the element, then drag to the new location. - -* To move by 1 pixel, select the element, press and hold Shift, then use your arrow keys. - -* To move by 10 pixels, select the element, then use your arrow keys. - -* To resize, click and drag the resize handles to the new dimensions. - -[float] -[[format-canvas-elements]] -==== Format elements - -For consistency and readability across your workpad pages, align, distribute, and reorder elements. - -To align two or more elements: - -. Press and hold Shift, then select the elements you want to align. - -. Click *Edit > Alignment*, then select the alignment option. - -To distribute three or more elements: - -. Press and hold Shift, then select the elements you want to distribute. - -. Click *Edit > Distribution*, then select the distribution option. - -To reorder elements: - -. Select the element you want to reorder. - -. Click *Edit > Order*, then select the order option. - -[float] -[[data-display]] -==== Change the element display options - -Each element has its own display options to fit your design needs. - -To choose the display options, click *Display*, then make your changes. - -To define the appearance of the container and border: - -. Next to *Element style*, click *+*, then select *Container style*. - -. Expand *Container style*. - -. Change the *Appearance* and *Border* options. - -To apply CSS overrides: - -. Next to *Element style*, click *+*, then select *CSS*. - -. Enter the *CSS*. -+ -For example, to center the Markdown element, enter: -+ -[source,text] --------------------------------------------------- -.canvasRenderEl h1 { -text.align: center; -} --------------------------------------------------- - -. Click *Apply stylesheet*. - -[float] -[[save-elements]] -==== Save elements - -To use the elements across all workpads, save the elements. - -When you're ready to save your element, select the element, then click *Edit > Save as new element*. - -[role="screenshot"] -image::images/canvas_save_element.png[] - -To save a group of elements, press and hold Shift, select the elements you want to save, then click *Edit > Save as new element*. - -To access your saved elements, click *Add element > My elements*. - -[float] -[[delete-elements]] -==== Delete elements - -When you no longer need an element, delete it from your workpad. - -. Select the element you want to delete. - -. Click *Edit > Delete*. -+ -[role="screenshot"] -image::images/canvas_element_options.png[] diff --git a/docs/canvas/canvas-present-workpad.asciidoc b/docs/canvas/canvas-present-workpad.asciidoc index e0139ab943104..a6d801b74fce1 100644 --- a/docs/canvas/canvas-present-workpad.asciidoc +++ b/docs/canvas/canvas-present-workpad.asciidoc @@ -1,6 +1,6 @@ [role="xpack"] [[canvas-present-workpad]] -=== Present your workpad +== Present your workpad When you are ready to present your workpad, use and enable the presentation options. @@ -21,3 +21,31 @@ image::images/canvas-autoplay-interval.png[Element autoplay interval] image::images/canvas-fullscreen.png[Fullscreen mode] . When you are ready to exit fullscreen mode, press the Esc (Escape) key. + +[float] +[[zoom-in-out]] +=== Use the zoom options + +To get a closer look at a portion of your workpad, use the zoom options. + +. Click *View > Zoom*. + +. Select the zoom option. ++ +[role="screenshot"] +image::images/canvas-zoom-controls.png[Zoom controls] + +[float] +[[configure-auto-refresh-interval]] +=== Change the auto-refresh interval + +Change how often the data refreshes on your workpad. + +. Click *View > Auto refresh settings*. + +. Select the interval you want to use, or *Set a custom interval*. ++ +[role="screenshot"] +image::images/canvas-refresh-interval.png[Element data refresh interval] ++ +To manually refresh the data, click image:canvas/images/canvas-refresh-data.png[]. diff --git a/docs/canvas/canvas-share-workpad.asciidoc b/docs/canvas/canvas-share-workpad.asciidoc index a095253c6cff3..f6cd2d93a9372 100644 --- a/docs/canvas/canvas-share-workpad.asciidoc +++ b/docs/canvas/canvas-share-workpad.asciidoc @@ -1,12 +1,12 @@ [role="xpack"] [[workpad-share-options]] -=== Share your workpad +== Share your workpad When you've finished your workpad, you can share it outside of {kib}. [float] [[export-single-workpad]] -==== Export workpads +=== Export workpads Create a JSON file of your workpad that you can export outside of {kib}. @@ -19,9 +19,9 @@ Want to export multiple workpads? Go to the *Canvas* home page, select the workp [float] [[create-workpad-pdf]] -==== Create a PDF +=== Create a PDF -If you have a license that supports the {report-features}, you can create a PDF copy of your workpad that you can save and share outside {kib}. +If you have a subscription that supports the {report-features}, you can create a PDF copy of your workpad that you can save and share outside {kib}. Click *Share > PDF reports > Generate PDF*. @@ -32,9 +32,9 @@ For more information, refer to <> or a script. Click *Share > PDF reports > Copy POST URL*. @@ -45,7 +45,7 @@ For more information, refer to <>. +* Build presentations of your own live data with <>. * Learn more about <> — the building blocks of your workpad. diff --git a/docs/canvas/canvas-workpad.asciidoc b/docs/canvas/canvas-workpad.asciidoc deleted file mode 100644 index 9d49c5f492bbb..0000000000000 --- a/docs/canvas/canvas-workpad.asciidoc +++ /dev/null @@ -1,140 +0,0 @@ -[role="xpack"] -[[create-canvas-workpad]] -== Create a workpad - -A Canvas _workpad_ provides you with a workspace where you can build presentations of your live data. - -To create a workpad, choose one of the following options: - -* <> - -* <> - -* <> - -* <> - -[float] -[[blank-canvas-workpad]] -=== Start with a blank workpad - -To use the background colors, images, and data of your choice, start with a blank workpad. - -. Open the menu, then go to *Canvas*. - -. On the *Canvas workpads* view, click *Create workpad*. - -. Add a *Name* to your workpad. - -. In the *Width* and *Height* fields, specify the size. - -. Select the layout. -+ -For example, click *720p* for a traditional presentation layout. - -. Click the *Background color* picker, then select the background color for your workpad. -+ -[role="screenshot"] -image::images/canvas-background-color-picker.png[Canvas color picker] - -[float] -[[canvas-template-workpad]] -=== Create a workpad from a template - -If you're unsure about where to start, you can use one of the preconfigured templates that come with Canvas. - -. Open the menu, then go to *Canvas*. - -. On the *Canvas workpads* view, select *Templates*. - -. Click the preconfigured template that you want to use. - -. Add your own *Name* to the workpad. - -[float] -[[import-canvas-workpad]] -=== Import an existing workpad - -When you want to use a workpad that someone else has already started, import the JSON file into Canvas. - -. Open the menu, then go to *Canvas*. - -. On the *Canvas workpads* view, click and drag the file to the *Import workpad JSON file* field. - -[float] -[[sample-data-workpad]] -=== Use a sample data workpad - -Each of the sample data sets comes with a Canvas workpad that you can use for your own workpad inspiration. - -. Add a {kibana-ref}/add-sample-data.html[sample data set]. - -. On the *Add Data* page, click *View data*, then select *Canvas*. - -[float] -[[apply-workpad-styles]] -=== Apply a set of styles to the entire workpad - -To make your workpad look exactly the way you want, use the editor to apply CSS overrides. - -. Expand *Global CSS overrides*. - -. Enter the CSS. -+ -For example, to change the background on every page, enter: -+ -[source,text] --------------------------------------------------- -.canvasPage { -background-color: #3990e6; -} --------------------------------------------------- - -. Click *Apply stylesheet*. - -[float] -[[configure-auto-refresh-interval]] -=== Change the auto-refresh interval - -Change how often the data refreshes on your workpad. - -. Click *View > Auto refresh settings*. - -. Select the interval you want to use, or *Set a custom interval*. -+ -[role="screenshot"] -image::images/canvas-refresh-interval.png[Element data refresh interval] -+ -To manually refresh the data, click image:canvas/images/canvas-refresh-data.png[]. - -[float] -[[zoom-in-out]] -=== Use the zoom options - -To get a closer look at a portion of your workpad, use the zoom options. - -. Click *View > Zoom*. - -. Select the zoom option. -+ -[role="screenshot"] -image::images/canvas-zoom-controls.png[Zoom controls] - -[float] -[[add-more-pages]] -=== Add pages - -Organize your ideas onto separate pages by adding more pages. - -. Click *Page 1*, then click *+*. - -. On the *Page* editor panel, select the page transition from the *Transition* dropdown. -+ -[role="screenshot"] -image::images/canvas-add-pages.gif[Add pages] - -include::{kib-repo-dir}/canvas/canvas-elements.asciidoc[] - -include::{kib-repo-dir}/canvas/canvas-present-workpad.asciidoc[] - -include::{kib-repo-dir}/canvas/canvas-share-workpad.asciidoc[] diff --git a/docs/canvas/images/clone_element.gif b/docs/canvas/images/clone_element.gif new file mode 100644 index 0000000000000..ef8f44223d240 Binary files /dev/null and b/docs/canvas/images/clone_element.gif differ diff --git a/docs/canvas/images/copy_variable_syntax.png b/docs/canvas/images/copy_variable_syntax.png new file mode 100644 index 0000000000000..e583812cafb5c Binary files /dev/null and b/docs/canvas/images/copy_variable_syntax.png differ diff --git a/docs/canvas/images/specify_variable_syntax.png b/docs/canvas/images/specify_variable_syntax.png new file mode 100644 index 0000000000000..98168c3d62ee5 Binary files /dev/null and b/docs/canvas/images/specify_variable_syntax.png differ diff --git a/docs/glossary.asciidoc b/docs/glossary.asciidoc index 07c0bfcf35cb7..19912ec7b3196 100644 --- a/docs/glossary.asciidoc +++ b/docs/glossary.asciidoc @@ -409,5 +409,5 @@ See // tag::workpad-def[] A workspace where you build presentations of your live data in <>. See -{kibana-ref}/create-canvas-workpad.html[Create a workpad]. +{kibana-ref}/canvas.html[Create a workpad]. // end::workpad-def[] diff --git a/docs/user/canvas.asciidoc b/docs/user/canvas.asciidoc index 355684f7448a1..317ec67dd7c0a 100644 --- a/docs/user/canvas.asciidoc +++ b/docs/user/canvas.asciidoc @@ -18,16 +18,170 @@ With Canvas, you can: * Focus the data you want to display with filters. [role="screenshot"] -image::images/canvas-gs-example.png[] +image::images/canvas-gs-example.png[Getting started example] For a quick overview of Canvas, watch link:https://www.youtube.com/watch?v=ZqvF_5-1xjQ[Stand out with Canvas]. -//When https://github.com/elastic/Video/issues/358 is resolved, update this link. + +[float] +[[create-workpads]] +== Create workpads + +A _workpad_ provides you with a space where you can build presentations of your live data. + +[float] +[[start-with-a-blank-workpad]] +=== Start with a blank workpad + +To use the background colors, images, and data of your choice, start with a blank workpad. + +. Open the menu, then go to *Canvas*. + +. On the *Canvas workpads* view, click *Create workpad*. + +. Add a *Name* to your workpad. + +. In the *Width* and *Height* fields, specify the size. + +. Select the layout. ++ +For example, click *720p* for a traditional presentation layout. + +. Click the *Background color* picker, then select the background color for your workpad. ++ +[role="screenshot"] +image::images/canvas-background-color-picker.png[Canvas color picker] + +[float] +[[create-workpads-from-templates]] +=== Create workpads from templates + +If you're unsure about where to start, you can use one of the preconfigured templates that come with Canvas. + +. Open the menu, then go to *Canvas*. + +. On the *Canvas workpads* view, select *Templates*. + +. Click the preconfigured template that you want to use. + +. Add your own *Name* to the workpad. + +[float] +[[import-existing-workpads]] +=== Import existing workpads + +When you want to use a workpad that someone else has already started, import the JSON file into Canvas. + +. Open the menu, then go to *Canvas*. + +. On the *Canvas workpads* view, click and drag the file to the *Import workpad JSON file* field. + +[float] +[[use-sample-data-workpads]] +=== Use sample data workpads + +Each of the sample data sets comes with a Canvas workpad that you can use for your own workpad inspiration. + +. Add a {kibana-ref}/add-sample-data.html[sample data set]. + +. On the *Add Data* page, click *View data*, then select *Canvas*. + +[float] +[[add-canvas-elements]] +== Add elements + +Create a story about your data by adding elements to your workpad that include images, text, charts, and more. + +[float] +[[create-elements]] +=== Create elements + +Choose the type of element you want to use, then use the preconfigured demo data to familiarize yourself with the element. When you're ready, connect the element to your own data. By default, most of the elements you create use +demo data until you change the data source. The demo data includes a small data set that you can use to experiment with your element. + +To begin, click *Add element*, then select the element you want to use. + +[role="screenshot"] +image::images/canvas-element-select.gif[Canvas elements] + +When you're ready to connect the element to your data, select *Data*, then select one of the following data sources: + +* *{es} SQL* — Access your data in {es} using {ref}/sql-spec.html[SQL syntax]. + +* *{es} documents* — Access your data in {es} without using aggregations. To use, select an index and fields, and optionally enter a query using the <>. Use the *{es} documents* data source when you have low volume datasets, to view raw documents, or to plot exact, non-aggregated values on a chart. + +* *Timelion* — Access your time series data using <> queries. To use Timelion queries, you can enter a query using the <>. + +Each element can display a different data source, and pages and workpads often contain multiple data sources. + +When you're ready to save your element, select the element, then click *Edit > Save as new element*. + +[role="screenshot"] +image::images/canvas_save_element.png[] + +To save a group of elements, press and hold Shift, select the elements you want to save, then click *Edit > Save as new element*. + +Elements are saved in *Add element > My elements*. + +[float] +[[add-existing-visuualizations]] +=== Add existing visualizations + +Add <> to your workpad, such as maps and visualizations. + +. Click *Add element > Add from Visualize Library*. + +. Select the saved object you want to add. ++ +[role="screenshot"] +image::images/canvas-map-embed.gif[] + +. To use the customization options, click the panel menu, then select one of the following options: + +* *Edit map* — Opens <> or <> so that you can edit the original saved object. + +* *Edit panel title* — Adds a title to the saved object. + +* *Customize time range* — Exposes a time filter dedicated to the saved object. + +* *Inspect* — Allows you to drill down into the element data. + +[float] +[[add-your-own-images]] +=== Add your own images + +To personalize your workpad, add your own logos and graphics. + +. Click *Add element > Manage assets*. + +. On the *Manage workpad assets* window, drag and drop your images. + +. To add the image to the workpad, click the *Create image element* icon. ++ +[role="screenshot"] +image::images/canvas-add-image.gif[Add image to Canvas] + +[float] +[[add-more-pages]] +== Add pages + +Organize and separate your ideas by adding more pages. + +. Click *Page 1*, then click *+*. + +. On the *Page* editor panel, select the page transition from the *Transition* dropdown. ++ +[role="screenshot"] +image::images/canvas-add-pages.gif[Add pages] -- -include::{kib-repo-dir}/canvas/canvas-tutorial.asciidoc[] +include::{kib-repo-dir}/canvas/canvas-edit-workpads.asciidoc[] + +include::{kib-repo-dir}/canvas/canvas-present-workpad.asciidoc[] -include::{kib-repo-dir}/canvas/canvas-workpad.asciidoc[] +include::{kib-repo-dir}/canvas/canvas-share-workpad.asciidoc[] + +include::{kib-repo-dir}/canvas/canvas-tutorial.asciidoc[] include::{kib-repo-dir}/canvas/canvas-expression-lifecycle.asciidoc[]