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[8.11] Data Quality dashboard Same Family updates (#4107)
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* DQ dashboard Same Family updates

* Incorporates Andrew's feedback

* Update docs/dashboards/data-quality-dashboard.asciidoc

Co-authored-by: Joe Peeples <[email protected]>

* Update docs/dashboards/data-quality-dashboard.asciidoc

Co-authored-by: Joe Peeples <[email protected]>

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Co-authored-by: Joe Peeples <[email protected]>
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benironside and joepeeples authored Oct 27, 2023
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8 changes: 6 additions & 2 deletions docs/dashboards/data-quality-dashboard.asciidoc
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Expand Up @@ -49,11 +49,14 @@ Click a node in the treemap to expand the corresponding index.

[discrete]
== Learn more about checked index fields
After an index is checked, an X (❌) or a checkmark (✅) appears in its *Result* column. The X (❌) indicates mapping problems in an index. To view index details, including which fields weren't successfully mapped, click the arrow next to the result.
After an index is checked, an X (❌) or a checkmark (✅) appears in its *Result* column. The X (❌) indicates mapping problems in an index. To view index details, including which fields weren't successfully mapped, click the arrow next to the result to expand it.

[role="screenshot"]
image::images/data-qual-dash-detail.png[An expanded index with some failed results in the Data Quality dashboard]

When you expand a result, the *Summary* tab immediately helps you visualize the status of fields in that index. The other tabs display more details about particular fields, grouped by their mapping status.

NOTE: Fields in the *Same family* category have the correct search behavior, but might have different storage or performance characteristics (for example, you can index strings to both `text` and `keyword` fields). To learn more, refer to {ref}/mapping-types.html[Field data types].

[discrete]
== Export data quality results
Expand All @@ -67,6 +70,7 @@ You can share data quality results to help track your team's remediation efforts

* Export results for one index:
. Expand an index that has at least one incompatible field by clicking the arrow to the left of its *Result*.
. From the *Summary* or *Incompatible fields* tabs, select *Add to new case* to open a new <<cases-overview,case>>, or click *Copy to clipboard* to copy a Markdown report to your clipboard.
. From the *Summary* or *Incompatible fields* tab, select *Add to new case* to open a new <<cases-overview,case>>.
. From the *Summary*, *Incompatible fields*, or *Same family* tab, click *Copy to clipboard* to copy a Markdown report to your clipboard.

NOTE: For more information about how to fix mapping problems, refer to {ref}/mapping.html[Mapping].
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