Skip to content

docs: turn Discover Try ES|QL into a tutorial and ES|QL hub (#4890) - #8392

Draft
florent-leborgne wants to merge 4 commits into
elastic:mainfrom
florent-leborgne:docs-issue-4890-try-esql
Draft

florent-leborgne wants to merge 4 commits into
elastic:mainfrom
florent-leborgne:docs-issue-4890-try-esql

Conversation

@florent-leborgne

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

Copy link
Copy Markdown
Member

Summary

This PR addresses #4890 with the following changes:

  • explore-analyze/discover/try-esql.md: Standalone tutorial, stable URL. Title is Get started with ES|QL in Discover. First session: open ES|QL mode, query sample logs, filter and sort, save the session. Switching back to classic mode does not restore a converted KQL query. One pointer to putting the session, chart, or table on a dashboard.
  • explore-analyze/discover/use-esql.md: Overview of the Discover tasks that are specific to ES|QL mode. It routes to the jobs. It does not contain the procedures.
  • Job how-tos under that overview:
    • switch-esql-mode.md: Switch to ES|QL or back to classic, including what happens to a converted query.
    • browse-esql-sources.md: Browse data sources and fields from the editor.
    • esql-results.md: Read the results. Filtering from a value and sorting come first. Columns, limits, the non-@timestamp time field, and a short pointer for keeping the chart or table follow.
    • esql-variable-controls.md: Add variable controls, including multi-value selections and import onto a dashboard. GA since 9.2 (Kibana #229598). No preview flag on current main. Multi-value selections stay badged preview.
    • create-lookup-indices.md: Lookup-index editor.
    • inspect-grouped-stats.md: Grouped STATS results.
  • explore-analyze/toc.yml, explore-analyze/discover.md: Classic get-started stays first until ES|QL is the default mode. The tutorial is next, then the ES|QL overview.
  • redirects.yml and inbound links: Fragment redirects from the old Try ES|QL anchors, and from the overview, to the job pages.

Does not claim ES|QL is Discover's default mode. discover.isEsqlDefault still defaults to false at Kibana origin/main. The 9.6 discover:defaultEsqlQuery setting remains documented as a starting-query override.

Switching from ES|QL back to classic discards the ES|QL query, including one built by converting KQL or Lucene, and opens classic mode with an empty KQL query.

Visualization and session-to-dashboard IA is out of scope. The tutorial and the results page point at Save a Discover session for reuse.

Resolves

Closes #4890

Generative AI disclosure

  1. Did you use a generative AI (GenAI) tool to assist in creating this contribution?
  • Yes
  • No

Tool(s) and model(s) used: Cursor Grok 4.7. Used to restructure and draft. UI labels, defaults, and behavior were checked against elastic/kibana at origin/main.


AI-generated draft — created with Cursor Grok 4.7.
Review all generated content for factual accuracy before merging.

Made with Cursor

…4890)

Keep the published try-esql URL as a standalone first session, and move leftover Discover+ES|QL jobs onto a mode hub with lookup and grouped STATS children.

AI-Assisted: Cursor Grok 4.6
Co-authored-by: Cursor <cursoragent@cursor.com>
@github-actions

github-actions Bot commented Sep 19, 2026

Copy link
Copy Markdown
Contributor

Elastic Docs AI PR menu

Check the box to run an AI review for this pull request.

Powered by GitHub Agentic Workflows and docs-actions. For more information, reach out to the docs team.

@github-actions

github-actions Bot commented Sep 19, 2026

Copy link
Copy Markdown
Contributor

Elastic Docs Style Checker (Vale)

Summary: 2 warnings found

⚠️ Warnings (2): Fix when the suggestion improves clarity or correctness.
File Line Rule Message
explore-analyze/discover/browse-esql-sources.md 41 Elastic.Spelling 'subqueries' is a possible misspelling.
explore-analyze/query-filter/languages/esql-kibana.md 544 Elastic.QuotesPunctuation Place punctuation inside closing quotation marks.

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.

github-actions[bot]

This comment was marked as outdated.

@github-actions github-actions Bot left a comment

Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Docs review summary

This PR splits the monolithic try-esql.md page into a tutorial (try-esql.md, rewritten in place), a new hub/overview page (use-esql.md), and two new how-to pages (create-lookup-indices.md, inspect-grouped-stats.md), with link retargets across 7 related pages, a toc.yml reorder, and matching redirects.yml fragment redirects.

Criteria

  • User focus: Improved. The former single "Using ES|QL" page mixed a first-run walkthrough with dozens of unrelated reference procedures. Splitting it into a short Get started with Discover using ES|QL tutorial plus a task-organized hub gives readers a clearer entry point for each goal.
  • Technical accuracy: No inaccuracies found. Spot-checked the enableESQL default-enabled claim in try-esql.md against Query your data with ES|QL in Timeline (consistent: "enabled by default"), and the lookup-index privilege list in create-lookup-indices.md against the existing LOOKUP JOIN cross-reference in esql-kibana.md, which already links forward to the new page — the integration is coherent.
  • Applicability: Every anchor that moved off try-esql.md has a matching many:-style fragment redirect in redirects.yml pointing at the correct destination page, and each destination anchor exists on the target page. toc.yml ordering matches the new page relationships.
  • Maintainability: Good. Content was relocated rather than duplicated, and the new how-to pages reuse the existing applies-switch pattern for version-gated procedures rather than forking content.
  • Language: No jargon issues found — "Discover," "Lens," and ES|QL-related acronyms are all introduced with context on first use per page.
  • Style: Vale reported 25 findings across touched files, but only one falls on a line this PR actually changed: a QuotesPunctuation flag on esql-kibana.md:544. That line is pre-existing {applies_to} markup syntax, not prose Vale is misreading as a quotation — no action needed.
  • Issue satisfaction: Satisfied. The PR closes #4890 by turning the page into a tutorial with a companion ES|QL hub, matching the issue's ask.

Nits

  • use-esql.md declares type: overview in its frontmatter but contains several genuine step-by-step procedures (the 3-variant "Revert to Discover's classic mode" applies-switch block, and the transcluded variable-control how-to snippets). Per the overview content type guidelines, overviews shouldn't include long procedures. That said, the sibling hub page esql-kibana.md follows the same established mixed pattern in this product area (short embedded procedures inside a broader landing page) without declaring any type at all, so this reads as a reasonable, consistent structural choice for this section rather than a page that will send readers looking for a how-to guide. Worth a second look only if this page grows more procedures over time.

Notes

  • esql-kibana.md has no type frontmatter field at all (pre-existing, not introduced by this PR). Since this PR touches the file for link retargets, it could be a convenient moment to add one, but it's out of scope for this change.

Generated by Docs review agent for #8392 · claude · sonnet · 214.4 AIC · ⊞ 19K

@florent-leborgne florent-leborgne left a comment

Copy link
Copy Markdown
Member Author

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

self-review 1

Comment thread explore-analyze/discover/try-esql.md Outdated
Comment thread explore-analyze/discover/try-esql.md Outdated
Comment thread explore-analyze/discover/try-esql.md Outdated
Comment thread explore-analyze/discover/try-esql.md Outdated
Comment thread explore-analyze/discover/try-esql.md Outdated
Comment thread explore-analyze/discover/use-esql.md Outdated

{applies_to}`serverless: ga` {applies_to}`stack: ga 9.4+` Active filters from the filter bar are also converted to {{esql}} `WHERE` clauses where possible. Filters that can't be converted, such as scripted filters, are dropped.

{applies_to}`serverless: ga` {applies_to}`stack: ga 9.4+` Discover remembers your last used query mode. The next time you open a new Discover session, it opens in the mode you last used.

Copy link
Copy Markdown
Member Author

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Suggested change
{applies_to}`serverless: ga` {applies_to}`stack: ga 9.4+` Discover remembers your last used query mode. The next time you open a new Discover session, it opens in the mode you last used.

no real value in this information

Comment thread explore-analyze/discover/use-esql.md Outdated
Comment thread explore-analyze/discover/use-esql.md Outdated
Comment thread explore-analyze/discover/try-esql.md
Comment thread explore-analyze/discover/use-esql.md
The hub routes to a job instead of holding every procedure. Sort, limits, and filtering from a value stay on the results how-to.

AI-Assisted: Cursor Grok 4.7
Co-authored-by: Cursor <cursoragent@cursor.com>
Discover variable controls are GA since 9.2, with no preview gate in Kibana. The tutorial warns that switching back does not restore the KQL query.

AI-Assisted: Cursor Grok 4.7
Co-authored-by: Cursor <cursoragent@cursor.com>
The first mention expands KQL, and the query selects the data.

AI-Assisted: Cursor Grok 4.7
Co-authored-by: Cursor <cursoragent@cursor.com>
Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment

Labels

None yet

Projects

None yet

Development

Successfully merging this pull request may close these issues.

Turn Discover "Try ES|QL" page into a real tutorial/getting started

1 participant