Tutorial: Create a workpad for monitoring sales

To familiarize yourself with Canvas, add the Sample eCommerce orders data, then use the data to create a workpad for monitoring sales at an eCommerce store.

Open and set up Canvas ¶

To create a workpad of the eCommerce store data, add the data set, then create the workpad.

  1. Install the eCommerce sample data.
  2. Go to Canvas using the navigation menu or the global search field.
  3. Select Create workpad.

Customize your workpad with images ¶

To customize your workpad to look the way you want, add your own images.

  1. Click Add element > Image > Image. The default Elastic logo image appears on the page.
  2. Add your own image.
    1. Click the Elastic logo.
    2. Drag the image file to the Select or drag and drop an image field. :::{image} ../../../images/kibana-canvas_tutorialCustomImage_7.17.0.png
      :alt: The Analytics logo added to the workpad
      :class: screenshot
      :::

Customize your data with metrics ¶

Customize your data by connecting it to the Sample eCommerce orders data.

  1. Click Add element > Chart > Metric. By default, the element is connected to the demo data, which enables you to experiment with the element before you connect it to your own.
  2. To connect the element to your own data, make sure the element is selected, then click Data > Demo data > Elasticsearch SQL.
    1. To select the total price field and set it to the sum_total_price field, enter the following in the Query field:
      			SELECT sum(taxless_total_price) AS sum_total_price FROM "kibana_sample_data_ecommerce"
    2. Click Save. All fields are pulled from the sample eCommerce orders data view.
  3. At this point, the element appears as an error, so you need to change the element display options.
    1. Click Display
    2. From the Value dropdowns, make sure Unique and sum_total_price are selected.
    3. Change the Label to Total sales.
  4. The error is gone, but the element could use some formatting. To format the number, use the Canvas expression language.
    1. Click Expression editor. You’re now looking at the raw data syntax that Canvas uses to display the element.
    2. Change metricFormat="0,0.[000]" to metricFormat="$0a".
    3. Click Run.
The total sales metric added to the workpad using Elasticsearch SQL

Show off your data with charts ¶

To show what your data can do, add charts, graphs, progress monitors, and more to your workpad.

  1. Click Add element > Chart > Area.
  2. Make sure that the element is selected, then click Data > Demo data > Elasticsearch SQL.
    1. To obtain the taxless total price by date, enter the following in the Query field:
      			SELECT order_date, taxless_total_price FROM "kibana_sample_data_ecommerce" ORDER BY order_date
    2. Click Save.
  3. Change the display options.
    1. Click Display
    2. From the X-axis dropdown, make sure Value and order_date are selected.
    3. From the Y-axis dropdown, select Value, then select taxless_total_price.
Custom line chart added to the workpad using Elasticsearch SQL

Show how your data changes over time ¶

To focus your data on a specific time range, add the time filter.

  1. Click Add element > Filter > Time filter.
  2. Click Display
  3. To use the date time field from the sample data, enter order_date in the Column field, then click Set.

To see how the data changes, set the time filter to Last 7 days. As you change the time filter options, the elements automatically update.

Your workpad is complete!

What’s next? ¶

Now that you know the basics, you’re ready to explore on your own.

Here are some things to try: