Search and Data Visualizations Part 6 – Create Visualizations and Dashboards

March 22, 2022 | 7 minute read
Sasank Vemana
Director, PeopleTools Product Management
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In this part of the blog series, we will review how to create visualizations and dashboards using Kibana. To create Kibana visualizations and dashboards we must use the Kibana administrative pages. In PeopleTools 8.59 (and in PeopleTools 8.58 starting with the .13 patch), we can access the Kibana administrative pages directly from the PIA using the following navigation.
 

Navigation: Reporting Tools > Kibana

 


PeopleBooks Reference: Accessing Kibana Using the Kibana Menu Under Reporting Tools
MOS Reference: E-KB: How to Access Kibana From PeopleTools 8.59? (Doc ID 2803217.1)


Create Index Pattern


The first step in Kibana design is to create an index pattern. The purpose of the index pattern is to provide a reference to the underlying search index in Elasticsearch that is intended to serve as the source for the visualizations. In the previous post where we deployed the search definition, we found the search index naming format is as follows: <search_definition>_<dbname>. When we create the index pattern, it is recommended to use a pattern that will work regardless of the database name. To achieve this, we will use a wild card character (*) to generalize the index pattern and avoid dependency on the database. The index pattern name for the example used in this blog series will be sv_ib_async_msg*.
 

Navigation: Reporting Tools > Kibana > Management > Stack Management > Index Patterns

 


Next, we will set the time filter field and create the index pattern as shown below.

 


Create Visualizations


This step is probably the most fun and creative of them all! Also, it is one that requires some exploration as a visualization designer. There are several resources that can be helpful references to learn how to build visualizations:

  • Review the application delivered visualizations to get an idea of different visualization options. This would certainly provide a great starting point for your visualization needs.
  • Refer to the Kibana [7.10] learning guides on the elastic website: www.elastic.co

We will go through a simple pie chart example in this post.
 

Navigation: Reporting Tools > Kibana > Kibana > Visualize

 

 

We will first choose the type of visualization from the available options. We will select the 'Pie' visualization.

 


We will then be prompted to choose the source. Here we will find and select the index pattern (sv_ib_async_msg*) created in the previous step.

 


Once we adjust the time filter appropriately, we will see the basic pie chart without any slicing.

 


We will add a bucket and use the split slices option.

 


We will select an aggregation of terms using the ‘Service Operation’ field as shown below in the slice properties.

 


When we click on update, we should instantaneously see the data reflect in the visualization.

 


Next, we can save the visualization and give it a name (IB Service Operation Pie).

 


Using a similar approach we can create other visualizations as per our requirements.


Create Dashboards


Dashboards are simply a collection of panels (visualizations). We can create dashboards as shown below.
 

Navigation: Reporting Tools > Kibana > Kibana > Dashboard

 


We will create two dashboards (tile view and detail view) for the example used in this blog series.

 


We will notice that the tile view contains only one visualization whereas the detail view contains multiple visualizations. This is because only one visualization will be displayed on a tile regardless of the number of visualizations on the dashboard.


Finally, while saving a dashboard we can persist the time filter as default by enabling the store time with dashboard setting.

 


This completes the steps to create visualizations and dashboards in Kibana.

 

Sasank Vemana

Director, PeopleTools Product Management

Oracle/PeopleSoft Enthusiast, Developer, Architect, Strategist, Advocate


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