--- title: "How to create a dashboard" slug: "how-to-create-a-dashboard" updated: 2022-06-22T15:34:00Z published: 2022-06-22T15:34:00Z canonical: "kb.expedient.com/how-to-create-a-dashboard" --- > ## Documentation Index > Fetch the complete documentation index at: https://kb.expedient.com/llms.txt > Use this file to discover all available pages before exploring further. # How to create a dashboard The Elastic dashboard is an incredibly versatile tool for displaying data in a dynamic and visual format. This page will provide a basic breakdown of the dashboard creation screen and a simple example. #### Accessing the Dashboards 1. From the navigation menu on the left, browse to the Dashboard section under Analytics. ![1.png](https://cdn.document360.io/69e9f9c7-5da8-45e7-a671-4b8287f36122/Images/Documentation/1.png) 2. On the top right, select Create dashboard. ![2.png](https://cdn.document360.io/69e9f9c7-5da8-45e7-a671-4b8287f36122/Images/Documentation/2.png) 3. The screen will display a blank dashboard in which visualizations can be created and adjusted. ![3.png](https://cdn.document360.io/69e9f9c7-5da8-45e7-a671-4b8287f36122/Images/Documentation/3.png) #### Visualization Workspace Overview 1. You can add a new visualization to the dashboard by selecting Create visualization. ![4.png](https://cdn.document360.io/69e9f9c7-5da8-45e7-a671-4b8287f36122/Images/Documentation/4.png) ![5](https://cdn.document360.io/69e9f9c7-5da8-45e7-a671-4b8287f36122/Images/Documentation/5.png) 2. Index Selection - Before drilling into a dataset, you must first select the associated index. This is done with this drop-down menu. ![6.png](https://cdn.document360.io/69e9f9c7-5da8-45e7-a671-4b8287f36122/Images/Documentation/6.png) 3. Search bar - The search bar utilizes KQL query operations, which allows for auto-complete and suggestion-based functionality. ![7.png](https://cdn.document360.io/69e9f9c7-5da8-45e7-a671-4b8287f36122/Images/Documentation/7.png) 4. Field Selection - This section displays the individual fields available for aggregation. You can refine the listing from the search and filter field at the top. Selecting a single field will display a sampling of available data. Pressing the symbol will move the field into the dashboard workspace. ![8.png](https://cdn.document360.io/69e9f9c7-5da8-45e7-a671-4b8287f36122/Images/Documentation/8.png) 5. Date Range - This option allows selecting a timeframe from which to query documents. The range can be absolute (between dates) or relative (i.e., last 30 days) ![9.png](https://cdn.document360.io/69e9f9c7-5da8-45e7-a671-4b8287f36122/Images/Documentation/9.png) 6. Visualization Type - This drop-down will display available visualization types such as tables, areas, circles, and bar graphs. If a new chart is incompatible with the already selected data field, a symbol will appear next to it, stating that Elastic will remove the incompatible field. ![10.png](https://cdn.document360.io/69e9f9c7-5da8-45e7-a671-4b8287f36122/Images/Documentation/10.png) ![11.png](https://cdn.document360.io/69e9f9c7-5da8-45e7-a671-4b8287f36122/Images/Documentation/11.png) 7. Workspace - The central section of the dashboard creation screen is the workspace, where Elastic will generate graphs from the selected criteria. Dragging a field to the middle will auto-create a chart and display further graph type selections below it. Adding more fields will update the graph with different suggested graph types. ![12.png](https://cdn.document360.io/69e9f9c7-5da8-45e7-a671-4b8287f36122/Images/Documentation/12.png) 8. Layer Settings - Once the needed data fields have been selected, the layer setting section will populate. This includes function, display name, value format, and color. Selecting a field will allow you to modify the presentation. ![13.png](https://cdn.document360.io/69e9f9c7-5da8-45e7-a671-4b8287f36122/Images/Documentation/13.png) ![14.png](https://cdn.document360.io/69e9f9c7-5da8-45e7-a671-4b8287f36122/Images/Documentation/14.png) #### Visualization Example - Pie Chart 1. In this example, we will be creating a simple pie chart detailing the median total purchase price compared by gender. From viewing the documents from Discover, I know that I need the customer_gender and taxless_total_price fields to create this graph. ![15.png](https://cdn.document360.io/69e9f9c7-5da8-45e7-a671-4b8287f36122/Images/Documentation/15.png) 2. The first step is to set the Index and date range. In this case, I've selected the Kibana eCommerce index from the last year. ![16.png](https://cdn.document360.io/69e9f9c7-5da8-45e7-a671-4b8287f36122/Images/Documentation/16.png) 3. Next, I will drag and drop the two required fields: customer_gender taxless_total_price ... to the dashboard workspace Elastic will automatically generate a graph based on the presented data fields. From here, the display can be adjusted and refined. ![17.png](https://cdn.document360.io/69e9f9c7-5da8-45e7-a671-4b8287f36122/Images/Documentation/17.png) 4. The next step will be to remove the Count of records field from the Layer settings section on the right. It is not needed for this type of graph. ![18.png](https://cdn.document360.io/69e9f9c7-5da8-45e7-a671-4b8287f36122/Images/Documentation/18.png) 5. Next, I will select the Top values of customer_gender from the horizontal axis and change the display name to just Genders. ![19.png](https://cdn.document360.io/69e9f9c7-5da8-45e7-a671-4b8287f36122/Images/Documentation/19.png) ![20.png](https://cdn.document360.io/69e9f9c7-5da8-45e7-a671-4b8287f36122/Images/Documentation/20.png) 6. We are doing the same for the Median of products.taxless_price by changing it simply to Total Purchase. Since we will be working with the Median price, the function does not need to change. ![20.png](https://cdn.document360.io/69e9f9c7-5da8-45e7-a671-4b8287f36122/Images/Documentation/20%281%29.png) ![21.png](https://cdn.document360.io/69e9f9c7-5da8-45e7-a671-4b8287f36122/Images/Documentation/21.png) ![22.png](https://cdn.document360.io/69e9f9c7-5da8-45e7-a671-4b8287f36122/Images/Documentation/22.png) 7. Finally, we will select the Pie chart from the Visualization type section at the top. ![23.png](https://cdn.document360.io/69e9f9c7-5da8-45e7-a671-4b8287f36122/Images/Documentation/23.png) 8. At this point, we have a pie chart that shows the percentage of slices instead of the price. You can correct this by selecting the Labels icon next to the visualization type drop-down and changing it to Show value. ![24.png](https://cdn.document360.io/69e9f9c7-5da8-45e7-a671-4b8287f36122/Images/Documentation/24.png) ![25.png](https://cdn.document360.io/69e9f9c7-5da8-45e7-a671-4b8287f36122/Images/Documentation/25.png) 9. The graph is now displaying as we would expect and can be saved by selecting Save and return at the top right. ![27.png](https://cdn.document360.io/69e9f9c7-5da8-45e7-a671-4b8287f36122/Images/Documentation/27.png) 10. The new visualization will now appear in the dashboard view. It is modified or titled from the gear icon on the top right or repositioned by dragging the tile itself. ![26.png](https://cdn.document360.io/69e9f9c7-5da8-45e7-a671-4b8287f36122/Images/Documentation/26.png)