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[8.11] [DOCS] Inline editing in Lens (#170649) (#170652)
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# Backport

This will backport the following commits from `main` to `8.11`:
- [[DOCS] Inline editing in Lens
(#170649)](#170649)

<!--- Backport version: 8.9.7 -->

### Questions ?
Please refer to the [Backport tool
documentation](https://github.com/sqren/backport)

<!--BACKPORT
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Inline editing in Lens (#170649)\n\n## Summary\r\n\r\nWith the arrival
of inline editing to Lens panels the
[Create\r\nvisualizations](https://www.elastic.co/guide/en/kibana/current/lens.html#create-the-visualization-panel)\r\n'Edit
and delete' section has been updated. Users can now use the
option\r\n**Edit visualization** to make edits to Lens visualizations
using a\r\nflyout panel, without having to leave the dashboard and go
into the Lens\r\napplication.\r\n\r\nThe
[Edit\r\npanels](https://www.elastic.co/guide/en/kibana/current/dashboard.html#edit-panels)\r\nsection
on the 'Dashboards and visualizations' page has been edited as\r\nthe
**Edit Lens** option has been removed from the UI.\r\n\r\nRelates to:
#166169
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Inline editing in Lens (#170649)\n\n## Summary\r\n\r\nWith the arrival
of inline editing to Lens panels the
[Create\r\nvisualizations](https://www.elastic.co/guide/en/kibana/current/lens.html#create-the-visualization-panel)\r\n'Edit
and delete' section has been updated. Users can now use the
option\r\n**Edit visualization** to make edits to Lens visualizations
using a\r\nflyout panel, without having to leave the dashboard and go
into the Lens\r\napplication.\r\n\r\nThe
[Edit\r\npanels](https://www.elastic.co/guide/en/kibana/current/dashboard.html#edit-panels)\r\nsection
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Inline editing in Lens (#170649)\n\n## Summary\r\n\r\nWith the arrival
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[Create\r\nvisualizations](https://www.elastic.co/guide/en/kibana/current/lens.html#create-the-visualization-panel)\r\n'Edit
and delete' section has been updated. Users can now use the
option\r\n**Edit visualization** to make edits to Lens visualizations
using a\r\nflyout panel, without having to leave the dashboard and go
into the Lens\r\napplication.\r\n\r\nThe
[Edit\r\npanels](https://www.elastic.co/guide/en/kibana/current/dashboard.html#edit-panels)\r\nsection
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BACKPORT-->

Co-authored-by: amyjtechwriter <[email protected]>
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kibanamachine and amyjtechwriter authored Nov 6, 2023
1 parent 34f1875 commit 1febe55
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2 changes: 0 additions & 2 deletions docs/user/dashboard/dashboard.asciidoc
Original file line number Diff line number Diff line change
Expand Up @@ -287,8 +287,6 @@ To make changes to the panel, use the panel menu options.

. Open the panel menu, then use the following options:

* *Edit lens* &mdash; Opens *Lens* so you can make changes to the visualization.

* *Edit visualization* &mdash; Opens the editor so you can make changes to the panel.
+
To make changes without changing the original version, open the panel menu, then click *More > Unlink from library*.
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25 changes: 14 additions & 11 deletions docs/user/dashboard/lens.asciidoc
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Expand Up @@ -39,15 +39,19 @@ Choose the data you want to visualize.

Edit and delete.

. To change the aggregation *Quick function* and display options, click the field in the layer pane.
. Click image:dashboard/images/lens_layerActions_8.5.0.png[Actions menu to clear Lens visualization layers] on the panel, then **Edit visualization**.

. To delete a field, close the configuration options, then click *X* next to the field.
. To change the aggregation *Quick function* and, click the field in the flyout.

. To duplicate a layer, click image:dashboard/images/lens_layerActions_8.5.0.png[Actions menu to duplicate Lens visualization layers] in the layer pane, then select *Duplicate layer*.
. To delete a field, click image:dashboard/images/trash_can.png[Actions menu icon to delete a field, width=5%] next to the field.

. To clear the layer configuration, click image:dashboard/images/lens_layerActions_8.5.0.png[Actions menu to clear Lens visualization layers] in the layer pane, then select *Clear layer*.
. To duplicate a layer, click image:dashboard/images/lens_layerActions_8.5.0.png[Actions menu to duplicate Lens visualization layers] in the flyout, then select *Duplicate layer*.

TIP: You can manually apply the changes you make, which is helpful when creating large and complex visualizations. To manually apply your changes, click *Settings* in the toolbar, then deselect *Auto-apply visualization changes*.
. To clear the layer configuration, click image:dashboard/images/lens_layerActions_8.5.0.png[Actions menu to clear Lens visualization layers] in the flyout, then select *Clear layer*.

. Click **Apply and close**.

TIP: Use the **Edit visualization** flyout to make edits without having to leave the dashboard, or click **Edit in Lens** to make edits using the Lens application.

[float]
[[change-the-fields]]
Expand Down Expand Up @@ -189,21 +193,20 @@ To create partition charts with multiple metrics, use the layer settings. Multip

[float]
[[improve-visualization-loading-time]]
=== Improve visualization loading time
==== Improve visualization loading time

preview::[]

Data sampling allows you to improve the visualization loading time. To decrease the loading time, use a lower sampling percentage, which also decreases the accuracy.
Use low sampling percentages on large datasets.

. In the layer pane, click image:dashboard/images/lens_layerActions_8.5.0.png[Actions menu for the partition visualization layer], then select *Layer settings*.
. In the **Edit visualization** flyout, click image:dashboard/images/lens_layerActions_8.5.0.png[Actions menu for the partition visualization layer], then select *Layer settings*.

. To select the *Sampling* percentage, use the slider.

. Click *X*.
+
When you add the visualization to dashboards, image:dashboard/images/lens_visualizationModifierPopup_8.8.0.png[Visualization modifier popup] appears,
which allows you to view settings changes to the visualization.
. Click *Apply and close*.

. Click **Save**.

[float]
[[add-annotations]]
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