Creating a Visualization

Oracle delivers three dashboards and each dashboard contains two or more visualizations. Oracle recommends that you do not modify the delivered dashboards and visualizations. Each of these visualizations are built on index patterns, which must not be modified. The delivered visualizations monitor the important aspects of search, that is, indexing and system health. However, if your business requirements demand to include any other attributes (fields), you may use the delivered index patterns and build new visualizations.

This topic describes how you can use the delivered index patterns and build visualizations of your choice.

Creating a visualization involves the following high-level steps:

  • Clone a dashboard.

  • Create a visualization.

To clone an existing dashboard, complete the following steps:

  1. Access the Kibana home page using the URL, which is generated when you run the Kibana service.

    See Setting Up Kibana.

  2. In the left pane, select Dashboard.

  3. From the list of dashboards, select a dashboard.

  4. From the top-right corner, select Clone.

    Alternatively, select Edit, and then select Save.

  5. Enter a name for the cloned dashboard, and then select Confirm Clone.

    The selected dashboard is cloned and it displays the same visualizations as the original dashboard. Now, you need to create visualizations for the new dashboard.

To create a visualization, complete the following steps:

  1. Select Visualize, and then select the plus (+) icon to add a visualization.

  2. On the Select visualization type page, select a chart type.

    Choose a chart type to display the visualization, such as, tabular form, pie chart, bar chart, and so on. To know more about the chart types, refer to Kibana User Guide [6.1], Visualize.

  3. Choose a delivered index pattern: psft_es_index_metrics or psft_es_system_metrics.

  4. In the Data tab, specify the Y-axis and the X-axis.

    The attributes that are indexed by PeopleSoft are displayed as aggregations in the drop-down list.

  5. Select the Metrics & Axes tab, and select values as required.

  6. Select the Panel Settings tab, and specify the display settings of the visualization.

  7. After ensuring that you’ve selected or entered the appropriate values, select the Apply changes button, which is next to the Panel Settings tab.

    The right pane displays the new visualization as a chart or in a tabular format depending upon the type that you selected.

  8. From the top-right corner, select Save.

    Enter a name for the new visualization, and then select Save.

  9. Select Edit, and then select Add.

  10. The Add Panels page displays a list of visualizations, which includes your newly created visualization.

    Select the newly created visualization to add to your dashboard.

  11. Use the Add Panels page to remove existing visualizations from your dashboard.

    On the visualization panel that you want to remove, select the gear icon, and then select Delete from dashboard.

  12. From the top-right corner, select Save.

In this manner, you can create more visualizations to add to your dashboard.

If you need to monitor attributes that are not covered by the delivered index patterns and visualizations, it is advisable that you create index patterns that suit your requirements and build visualizations on it. To know more about creating index patterns, refer to Kibana User Guide [6.1], Getting Started, Defining Your Index Patterns and for creating visualizations, refer to Kibana User Guide [6.1], Visualize, Creating a Visualization.