Docs: Edited dashboard topic to match UI. (#8831)

docs/dashboard.asciidoc

@@ -3,150 +3,151 @@
 
 [partintro]
 --
-A Kibana _dashboard_ displays a set of saved visualizations in groups that you can arrange freely. You can save a
-dashboard to share or reload at a later time.
+A Kibana _dashboard_ displays a collection of saved visualizations. You can
+arrange and resize the visualizations as needed and save dashboards so
+they be reloaded and shared.
 
 .Sample dashboard
 image:images/tutorial-dashboard.png[Example dashboard]
 --
 
 [[dashboard-getting-started]]
-== Getting Started
+== Building a Dashboard
 
-You need at least one saved <<visualize, visualization>> to use a dashboard.
+To build a dashboard:
 
-[float]
-[[creating-a-new-dashboard]]
-=== Building a New Dashboard
-
-The first time you click the *Dashboard* tab, Kibana displays an empty dashboard.
-
-image:images/NewDashboard.png[New Dashboard screen]
+. Click *Dashboard* in the side navigation. If you haven't previously viewed a
+dashboard, Kibana displays an empty dashboard. Otherwise, click *New* to start
+building your dashboard.
++
+image:images/NewDashboard.png[New Dashboard]
 
-Build your dashboard by adding visualizations. By default, Kibana dashboards use a light color theme. To use a dark color
-theme instead, click the *Options* button and check the *Use dark theme* box.
+[[adding-visualizations-to-a-dashboard]]
+. To add a visualization to the dashboard, click *Add* and select the
+visualization. If you have a large number of visualizations, you can enter a
+*Filter* string to filter the list.
++
+Kibana displays the selected visualization  in a container on the dashboard.
+If you see a message that the container is too small, you can
+<<resizing-containers,resize the visualization>>.
++
+NOTE: By default, Kibana dashboards use a light color theme. To use a dark color theme,
+click *Options* and select *Use dark theme*. To change the default theme, go
+to *Management/Kibana/Advanced Settings* and set `dashboard:defaultDarkTheme`
+to `true`.
 
-NOTE: You can change the default theme in the *Advanced* section of the *Settings* tab.
+[[saving-dashboards]]
+. When you're done adding and arranging visualizations, click *Save* to save the 
+dashboard:
+.. Enter a name for the dashboard. 
+.. To store the time period specified in the time filter with the dashboard, select
+*Store time with dashboard*. 
+.. Click the *Save* button to store it as a Kibana saved object.
 
 [float]
-[[dash-autorefresh]]
-include::discover/autorefresh.asciidoc[]
+[[customizing-your-dashboard]]
+=== Arranging Dashboard Elements
 
-[float]
-[[adding-visualizations-to-a-dashboard]]
-=== Adding Visualizations to a Dashboard
+The visualizations in your dashboard are stored in resizable, moveable containers.
 
-To add a visualization to the dashboard, click the *Add* button in the toolbar panel. Select a saved visualization
-from the list. You can filter the list of visualizations by typing a filter string into the *Visualization Filter*
-field.
+[float]
+[[moving-containers]]
+==== Moving Visualizations
 
-The visualization you select appears in a _container_ on your dashboard.
+To reposition a visualization:
 
-NOTE: If you see a message about the container's height or width being too small, <<resizing-containers,resize the
-container>>.
+. Hover over it to display the container controls.
+. Click and hold the *Move* button in the upper right corner of the container.
+. Drag the container to its new position. 
+. Release the *Move* button.
 
 [float]
-[[saving-dashboards]]
-=== Saving Dashboards
-
-To save the dashboard, click the *Save Dashboard* button in the toolbar panel, enter a name for the dashboard in the
-*Save As* field, and click the *Save* button. By default, dashboards store the time period specified in the time filter
-when you save a dashboard. To disable this behavior, clear the *Store time with dashboard* box before clicking the
-*Save* button.
+[[resizing-containers]]
+==== Resizing Visualizations
 
-[float]
-[[loading-a-saved-dashboard]]
-=== Loading a Saved Dashboard
+To resize a visualization:
 
-Click the *Load Saved Dashboard* button to display a list of existing dashboards. The saved dashboard selector includes
-a text field to filter by dashboard name and a link to the Object Editor for managing your saved dashboards. You can
-also access the Object Editor by clicking *Settings > Objects*.
+. Hover over it to display the container controls.
+. Click and hold the *Resize* button in the bottom right corner of the container.
+. Drag to change the dimensions of the container. 
+. Release the *Resize* button.
 
 [float]
-[[sharing-dashboards]]
-=== Sharing Dashboards
-
-You can share dashboards with other users. You can share a direct link to the Kibana dashboard or embed the dashboard
-in your Web page.
-
-NOTE: A user must have Kibana access in order to view embedded dashboards.
+[[removing-containers]]
+==== Removing Visualizations
 
-To share a dashboard, click the *Share* button image:images/share-dashboard.png[] to display the _Sharing_ panel.
+To remove a visualization from the dashboard:
 
-Click the *Copy to Clipboard* button image:images/share-link.png[] to copy the native URL or embed HTML to the clipboard.
-Click the *Generate short URL* button image:images/share-short-link.png[] to create a shortened URL for sharing or
-embedding.
+. Hover over it to display the container controls.
+. Click the *Delete* button in the upper right corner of the container.
++
+NOTE: Removing a visualization from a dashboard does _not_ delete the
+saved visualization.
 
 [float]
-[[embedding-dashboards]]
-=== Embedding Dashboards
-
-To embed a dashboard, copy the embed code from the _Share_ display into your external web application.
+[[viewing-detailed-information]]
+=== Viewing Visualization Data
 
-[[customizing-your-dashboard]]
-== Customizing Dashboard Elements
+To display the raw data behind a visualization:
 
-The visualizations in your dashboard are stored in resizable _containers_ that you can arrange on the dashboard. This
-section discusses customizing these containers.
+. Hover over it to display the container controls.
+. Click the *Expand* button in the lower left corner of the container.
+This displays a table that contains the underlying data. You can also view
+the raw Elasticsearch request and response in JSON and the request statistics.
+The request statistics show the query duration, request duration, total number
+of matching records, and the index (or index pattern) that was searched.
++
+image:images/NYCTA-Table.jpg[]
 
-[float]
-[[moving-containers]]
-=== Moving Containers
+To export the data behind the visualization as a comma-separated-values
+(CSV) file, click the *Raw* or *Formatted* link at the bottom of the data 
+Table. *Raw* exports the data as it is stored in Elasticsearch. *Formatted*
+exports the results of any applicable Kibana <<managing-fields,field
+formatters>>.
 
-Click and hold a container's header to move the container around the dashboard. Other containers will shift as needed
-to make room for the moving container. Release the mouse button to confirm the container's new location.
+To return to the visualization, click the *Collapse* button in the lower left
+corner of the container.
 
 [float]
-[[resizing-containers]]
-=== Resizing Containers
+[[changing-the-visualization]]
+=== Modifying a Visualization
 
-Move the cursor to the bottom right corner of the container until the cursor changes to point at the corner. After the
-cursor changes, click and drag the corner of the container to change the container's size. Release the mouse button to
-confirm the new container size.
+To open a visualization in the Visualization Editor:
 
-[float]
-[[removing-containers]]
-=== Removing Containers
+. Hover over it to display the container controls.
+. Click the *Edit* button in the upper right corner of the container.
 
-Click the *x* icon at the top right corner of a container to remove that container from the dashboard. Removing a
-container from a dashboard does not delete the saved visualization in that container.
 
-[float]
-[[viewing-detailed-information]]
-=== Viewing Detailed Information
-
-To display the raw data behind the visualization, click the bar at the bottom of the container. Tabs with detailed
-information about the raw data replace the visualization, as in this example:
+[[loading-a-saved-dashboard]]
+== Loading a Dashboard
 
-.Table
-A representation of the underlying data, presented as a paginated data grid. You can sort the items
-in the table by clicking on the table headers at the top of each column.
-image:images/NYCTA-Table.jpg[]
+To open a saved dashboard:
 
-.Request
-The raw request used to query the server, presented in JSON format.
-image:images/NYCTA-Request.jpg[]
+. Click *Dashboard* in the side navigation. 
+. Click *Open* and select a dashboard. If you have a large number of
+dashboards, you can enter a *Filter* string to filter the list. 
++
+TIP: To import, export, and delete dashboards, click the *Manage Dashboards* link
+to open *Management/Kibana/Saved Objects/Dashboards*. 
 
-.Response
-The raw response from the server, presented in JSON format.
-image:images/NYCTA-Response.jpg[]
+[[sharing-dashboards]]
+== Sharing a Dashboard
 
-.Statistics
-A summary of the statistics related to the request and the response, presented as a data grid. The data
-grid includes the query duration, the request duration, the total number of records found on the server, and the
-index pattern used to make the query.
-image:images/NYCTA-Statistics.jpg[]
+You can can share a direct link to a Kibana dashboard with another user,
+or embed the dashboard in a web page. Users must have Kibana access
+to view embedded dashboards.
 
-To export the raw data behind the visualization as a comma-separated-values (CSV) file, click on either the
-*Raw* or *Formatted* links at the bottom of any of the detailed information tabs. A raw export contains the data as it
-is stored in Elasticsearch. A formatted export contains the results of any applicable Kibana [field formatters].
+[[embedding-dashboards]]
+To share a dashboard:
 
-[[changing-the-visualization]]
-== Changing the Visualization
+. Click *Dashboard* in the side navigation. 
+. Open the dashboard you want to share.
+. Click  *Share*.
+. Copy the link you want to share or the iframe you want to embed. You can 
+share the live dashboard or a static snapshot of the current point in time. 
++
+TIP: When sharing a link to a dashboard snapshot, use the *Short URL*. Snapshot
+URLs are long and can be problematic for Internet Explorer users and other
+tools.
 
-Click the _Edit_ button image:images/EditVis.png[Pencil button] at the top right of a container to open the
-visualization in the <<visualize,Visualize>> page.
 
-[float]
-[[dashboard-filters]]
-include::discover/filter-pinning.asciidoc[]