IMPORTANT: No additional bug fixes or documentation updates will be released for this version. For the latest information, see the current release documentation.
« Present your workpad Canvas expression lifecycle »
Elastic Docs ›Kibana Guide [8.4] ›Canvas

Tutorial: Create a workpad for monitoring sales

edit

Tutorial: Create a workpad for monitoring sales

edit

To familiarize yourself with Canvas, add the Sample eCommerce orders data, then use the data to create a workpad for monitoring sales at an eCommerce store.

Open and set up Canvas

edit

To create a workpad of the eCommerce store data, add the data set, then create the workpad.

  1. On the home page, click Try sample data.
  2. Click Other sample data sets.
  3. On the Sample eCommerce orders card, click Add data.
  4. Open the main menu, then click Canvas.
  5. On the Canvas workpads page, click Create workpad.

Customize your workpad with images

edit

To customize your workpad to look the way you want, add your own images.

  1. Click Add element > Image > Image.

    The default Elastic logo image appears on the page.

  2. Add your own image.

    1. Click the Elastic logo.

    2. Drag the image file to the Select or drag and drop an image field.

      The Analytics logo added to the workpad

Customize your data with metrics

edit

Customize your data by connecting it to the Sample eCommerce orders data.

  1. Click Add element > Chart > Metric.

    By default, the element is connected to the demo data, which enables you to experiment with the element before you connect it to your own data source.

  2. To connect the element to your own data source, make sure that the element is selected, click Data > Demo data > Elasticsearch SQL.

    1. In the Query field, enter:

      SELECT sum(taxless_total_price) AS sum_total_price FROM "kibana_sample_data_ecommerce"

    2. Click Save.

      The query selects the total price field and sets it to the sum_total_price field. All fields are pulled from the kibana_sample_data_ecommerce index.

  3. At this point, the element appears as an error, so you need to change the element display options.

    1. Click Display
    2. From the Value dropdowns, make sure Unique is selected, then select sum_total_price.
    3. Change the Label to Total sales.

  4. The error is gone, but the element could use some formatting. To format the number, use the Canvas expression language.

    1. Click Expression editor.

      You’re now looking at the raw data syntax that Canvas uses to display the element.

    2. Change metricFormat="0,0.[000]" to metricFormat="$0a".
    3. Click Run.
The total sales metric added to the workpad using Elasticsearch SQL

Show off your data with charts

edit

To show what your data can do, add charts, graphs, progress monitors, and more to your workpad.

  1. Click Add element > Chart > Area.

  2. Make sure that the element is selected, then click Data > Demo data > Elasticsearch SQL.

    1. To obtain the taxless total price by date, enter the following in the Query field:

      SELECT order_date, taxless_total_price FROM "kibana_sample_data_ecommerce" ORDER BY order_date
    2. Click Save.

  3. Change the display options.

    1. Click Display
    2. From the X-axis drop-down lists, select Value, then select order_date.
    3. From the Y-axis drop-down lists, select Value, then select taxless_total_price.
Custom line chart added to the workpad using Elasticsearch SQL

Show how your data changes over time

edit

To focus your data on a specific time range, add the time filter.

  1. Click Add element > Filter > Time filter.
  2. Click Display
  3. To use the date time field from the sample data, enter order_date in the Column field, then click Set.
Custom time filter added to the workpad

To see how the data changes, set the time filter to Last 7 days. As you change the time filter options, the elements automatically update.

Your workpad is complete!

What’s next?

edit

Now that you know the basics, you’re ready to explore on your own.

Here are some things to try:

« Present your workpad Canvas expression lifecycle »