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docs: document Use global filters option for ES|QL layers (#6351)#7037

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docs-issue-6351-esql-global-filters
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docs: document Use global filters option for ES|QL layers (#6351)#7037
florent-leborgne wants to merge 8 commits into
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docs-issue-6351-esql-global-filters

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@florent-leborgne florent-leborgne commented Jun 19, 2026

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Summary

This PR addresses #6351 by documenting the new per-layer Use global filters option for ES|QL visualizations, added in 9.5.0 and serverless (elastic/kibana#264613). The same Kibana PR renamed the Lens layer settings action and panel title from Layer settings to Settings (9.5+), so this PR also brings the existing references up to date.

  • explore-analyze/visualize/esorql.md: adds an Ignore dashboard filters section explaining that, by default, an ES|QL visualization applies the dashboard filters and the KQL or Lucene query, and that turning off Use global filters in the {icon}gear Settings panel makes a layer run its query independently of them. Clarifies that this covers the dashboard's filter pills and search bar query, while the time range always applies.
  • explore-analyze/visualize/lens.md, explore-analyze/visualize/charts/pie-charts.md, explore-analyze/visualize/charts/waffle-charts.md: update the Lens layer settings references to the slash form Settings/Layer settings (so both labels are covered without extra applies_to badges), and correct the layer-settings icon from app_management to {icon}gear. The 9.0-9.2 kebab-menu steps and the separate Maps "Layer settings" label are left unchanged.

The ES|QL setting is layer-specific, so it's documented on the dedicated ES|QL visualizations page (narrower scope) rather than the broader Lens page, which already links to it.

Verified against source at HEAD

  • Toggle label Use global filters (xpack.lens.layerSettings.ignoreGlobalFilters) and the Settings panel label + {icon}gear gear icon (xpack.lens.layerActions.layerSettingsAction, icon: 'gear'). Confirmed the label was Layer settings on the 9.4 branch and Settings at HEAD, with the icon gear in both.
  • Default is on: LENS_IGNORE_GLOBAL_FILTERS_DEFAULT_VALUE = false, so dashboard filters apply unless the option is turned off.
  • Turning it off makes the layer ignore the dashboard filter pills and the KQL/Lucene query, but the time range still applies (the time filter is added unconditionally in esql.ts; confirmed by tests).

Resolves

Closes #6351


AI-generated draft — created with Claude Opus 4.8.
Review all generated content for factual accuracy before merging.

Co-authored-by: Cursor <cursoragent@cursor.com>
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Elastic Docs Style Checker (Vale)

Summary: 1 suggestion found

💡 Suggestions (1): Optional style improvements. Apply when helpful.
File Line Rule Message
explore-analyze/visualize/esorql.md 141 Elastic.Wordiness Consider using 'whether' instead of 'whether or not'.

The Vale linter checks documentation changes against the Elastic Docs style guide. To use Vale locally or report issues, refer to Elastic style guide for Vale.

florent-leborgne and others added 2 commits June 19, 2026 21:22
Co-authored-by: Cursor <cursoragent@cursor.com>
florent-leborgne and others added 2 commits June 19, 2026 21:29
Co-authored-by: Cursor <cursoragent@cursor.com>
Co-authored-by: Cursor <cursoragent@cursor.com>
Co-authored-by: Cursor <cursoragent@cursor.com>
…tings (#6351)

Co-authored-by: Cursor <cursoragent@cursor.com>
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Co-authored-by: Cursor <cursoragent@cursor.com>

@leemthompo leemthompo left a comment

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Unblocking on the writing side with some tiny suggestions

serverless: ga
```

By default, an {{esql}} visualization applies the filters and the KQL or Lucene query set at the dashboard level. To make a layer run its query independently of them, select the {icon}`gear` **Settings** icon on the layer header, then turn off **Use global filters**.

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Suggested change
By default, an {{esql}} visualization applies the filters and the KQL or Lucene query set at the dashboard level. To make a layer run its query independently of them, select the {icon}`gear` **Settings** icon on the layer header, then turn off **Use global filters**.
By default, an {{esql}} visualization applies the filters and the KQL or Lucene query set at the dashboard level. To force a layer to run its query without these filters:
1. Select the {icon}`gear` **Settings** icon on the layer header.
2. Turn off **Use global filters**.

minor simplifications


By default, an {{esql}} visualization applies the filters and the KQL or Lucene query set at the dashboard level. To make a layer run its query independently of them, select the {icon}`gear` **Settings** icon on the layer header, then turn off **Use global filters**.

This option covers the dashboard's filter pills and the query from the search bar. The dashboard time range is a separate control that always applies, whether or not the option is turned on.

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is the term pill universally understood? 🤔

```

Data sampling allows you to improve the visualization loading time. When you can create your visualization, click the **Layer settings** icon {icon}`app_management` and use the slider to adjust the **Sampling** percentage. For example, on large datasets, you can decrease the loading time by using a lower sampling percentage. This increases performance but lowers the accuracy.
Data sampling allows you to improve the visualization loading time. When you can create your visualization, click the **Settings**/**Layer settings** icon {icon}`gear` and use the slider to adjust the **Sampling** percentage. For example, on large datasets, you can decrease the loading time by using a lower sampling percentage. This increases performance but lowers the accuracy.

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Suggested change
Data sampling allows you to improve the visualization loading time. When you can create your visualization, click the **Settings**/**Layer settings** icon {icon}`gear` and use the slider to adjust the **Sampling** percentage. For example, on large datasets, you can decrease the loading time by using a lower sampling percentage. This increases performance but lowers the accuracy.
Data sampling allows you to improve the visualization loading time. When you create your visualization, click the **Settings**/**Layer settings** icon {icon}`gear` and use the slider to adjust the **Sampling** percentage. For example, on large datasets, you can decrease loading time by using a lower sampling percentage. This increases performance but reduces accuracy.

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Use global filters toggle for ES|QL Lens layers

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