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docs: document Use global filters option for ES|QL layers (#6351) (#7037)
## 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](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>
Co-authored-by: Liam Thompson <leemthompo@gmail.com>
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This example uses the **Kibana Sample Data Logs** data set and groups requests by file extension to approximate resource usage: `.zip` files map to processing time, `.gz` files map to bandwidth, and `.rpm` files map to memory usage.
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1. Create a **Pie** chart and remove any existing **Slice by** dimension.
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2. Open **Layer settings**:
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* {applies_to}`serverless: ga` {applies_to}`stack: ga 9.3` Select {icon}`app_management`**Layer settings**.
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2. Open the layer settings:
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* {applies_to}`serverless: ga` {applies_to}`stack: ga 9.3` Select {icon}`gear`**Settings**/**Layer settings**.
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* {applies_to}`stack: ga 9.0-9.2` Select {icon}`boxes_vertical`, then select **Layer settings**.
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3. Select **Multiple metrics**, then close the **Layer settings** menu.
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3. Select **Multiple metrics**, then close the layer settings menu.
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This example uses the **Kibana Sample Data eCommerce** data set. If you haven't installed it yet, refer to [Sample data](/manage-data/ingest/sample-data.md) for instructions.
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1. Create a **Waffle** chart using the **Kibana Sample Data eCommerce** {{data-source}}.
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2. Open **Layer settings**:
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* {applies_to}`serverless: ga` {applies_to}`stack: ga 9.3` Select {icon}`app_management`**Layer settings**.
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2. Open the layer settings:
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* {applies_to}`serverless: ga` {applies_to}`stack: ga 9.3` Select {icon}`gear`**Settings**/**Layer settings**.
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* {applies_to}`stack: ga 9.0-9.2` Select {icon}`boxes_horizontal`, then select **Layer settings**.
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3. Select **Multiple metrics**, then close the layer settings.
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Drilldowns can only be triggered from values backed by a field that exists in the underlying index. Values produced by {{esql}} commands like `EVAL` or `STATS` are not backed by an index field, so the drilldown option is not available when you click on those columns or series. For more information, refer to [Add pills by interacting with visualizations](../dashboards/using.md#_add_pills_by_interacting_with_visualizations).
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:
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1. Select the {icon}`gear`**Settings** icon on the layer header.
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2. Turn off **Use global filters**.
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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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## Create an alert from your {{esql}} visualization
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For detailed instructions on creating pie charts, including best practices and configuration options, refer to [Build pie charts with {{kib}}](/explore-analyze/visualize/charts/pie-charts.md).
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1. In the layer pane, click , then select **Layer settings**.
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1. In the layer pane, click , then select **Settings**/**Layer settings**.
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2. Select **Multiple metrics**.
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3. Click **X**.
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stack: preview
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```
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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.
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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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### Add annotations [add-annotations]
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1. Select the {{data-source}} for the annotation.
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2. From the fields list, drag a field to the **Horizontal axis** field.
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To use global filters in the annotation, click the **Layer settings** icon {icon}`app_management` on the annotations layer, and select **Use global filters**.
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To use global filters in the annotation, click the **Settings**/**Layer settings** icon {icon}`gear` on the annotations layer, and select **Use global filters**.
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From the annotation panel, you can choose the type of placement and adjust the its appearance.
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