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Document grouped results layout and CATEGORIZE patterns in Discover ES|QL#6190

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docs-issue-5733-categorize-ux
May 5, 2026
Merged

Document grouped results layout and CATEGORIZE patterns in Discover ES|QL#6190
florent-leborgne merged 13 commits into
mainfrom
docs-issue-5733-categorize-ux

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@florent-leborgne florent-leborgne commented Apr 28, 2026

⛔ Hold for release

Do not merge before all of the following ship:

  • Stack 9.4.0 GA released.
  • Cascade layout LaunchDarkly flag flipped on for production Serverless (target: week of 2026-05-05).

Until those gates are met, the cascade layout is invisible on production Serverless and ECH, even though the supporting Kibana code has shipped.

Summary

Documents the ES|QL CATEGORIZE UX enhancements that ship in Kibana 9.4 and Serverless preview:

  • New "View grouped results from a STATS query" section in explore-analyze/discover/try-esql.md covering:
    • The cascade (grouped) layout for ES|QL STATS BY queries with a single grouping field.
    • The BUCKET/TBUCKET and multi-field exclusion.
    • The Group by selector (with technical preview badge), the results count, and the opt-out path.
    • CATEGORIZE pattern token rendering, with a single-query example.
    • Grouped row actions (Copy to clipboard, Filter in, Filter out, Open in new tab).
  • Reciprocal tip on the existing classic-mode pattern analysis page (explore-analyze/discover/run-pattern-analysis-discover.md) pointing to the new ES|QL section.

Closes #5733.
Supersedes #5457 (carries over the BUCKET/TBUCKET caveat as a single-paragraph clarification).

SPARKLINE deferral

SPARKLINE was originally part of this PR but has been deferred from 9.4 to 9.5. The combined CATEGORIZE + SPARKLINE example, the SAMPLE scaling tip, and the sparkline screenshot are commented out in the markdown source inside a clearly-marked RESTORE FOR 9.5 block. The reciprocal tip on the pattern analysis page no longer mentions sparklines. Restore work is tracked in #6215.

Verification

All scenarios still in scope verified on a local 9.4 snapshot Kibana + Elasticsearch build with a Trial license:

  1. Single-field STATS BY triggers the grouped layout with the Group by selector and "N groups" results count.
  2. Multi-field STATS BY falls back to the flat table.
  3. BUCKET/TBUCKET grouping queries fall back to the flat table.
  4. Group bynone opt-out switches back to flat and restores the regular toolbar.
  5. Grouped row actions (Copy / Filter in / Filter out / Open in new tab) all behave as documented.
  6. CATEGORIZE renders patterns with token highlighting.

(CATEGORIZE + SPARKLINE was also verified on the local snapshot build before the SPARKLINE content was deferred.)

Source verification

Cross-checked against elastic/kibana main and the 9.4 branch:

  • Cascade gating (isCascadedDocumentsVisible, SUPPORTED_CASCADE_GROUPING_COUNT = 1) in cascaded_documents_provider.tsx.
  • Feature flag fallback true in build_services.ts, set by elastic/kibana#260698 and present on the 9.4 branch.
  • Supported grouping functions list: SUPPORTED_STATS_COMMAND_OPTION_FUNCTIONS = ['categorize'] in kbn-esql-utils/src/utils/cascaded_documents_helpers/utils.ts (this is why BUCKET/TBUCKET don't trigger the cascade).
  • Row actions and i18n labels in use_row_header_components.tsx and use_table_header_components.tsx.

Screenshots

One screenshot placeholder is inline in the diff as a commented-out image directive:

  1. Overview of the grouped layout (toolbar with the Group by button replacing the standard toolbar, "N groups" results count, one expanded row showing underlying documents).

The previously-planned CATEGORIZE + SPARKLINE row screenshot is commented out alongside the SPARKLINE content; it will be restored as part of #6215.

Note on supersession

This PR replaces #6086 (which couldn't be reopened because the branch HEAD has moved past the closed-state ref). The same branch (docs-issue-5733-categorize-ux) is reused. #6086 is left closed for history.

Generative AI disclosure

  • Yes - drafted with Claude Opus 4.7 in Cursor.

…5733)

Add a new section to the ES|QL tutorial covering the grouped results
layout that appears for STATS BY queries with a single grouping field,
including the Group by selector, CATEGORIZE pattern rendering,
SPARKLINE rendering, and row actions. Add a reciprocal pointer from
the classic Patterns analysis page.

Made-with: Cursor
@florent-leborgne florent-leborgne requested review from a team as code owners April 28, 2026 18:37
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github-actions Bot commented Apr 28, 2026

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github-actions Bot commented Apr 28, 2026

✅ Vale Linting Results

No issues found on modified lines!


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.

- Note that BUCKET and TBUCKET in BY don't trigger the grouped layout
  (only single-field grouping or CATEGORIZE), per
  SUPPORTED_STATS_COMMAND_OPTION_FUNCTIONS in kbn-esql-utils.
- Add three screenshot TODO placeholders covering the overview, the
  CATEGORIZE+SPARKLINE row, and the row actions menu.

Carries over the BUCKET/TBUCKET caveat from #5457 so it can be closed
as superseded.

Made-with: Cursor
@florent-leborgne florent-leborgne changed the title docs: document grouped results layout for ES|QL STATS BY in Discover (#5733) Document grouped results layout, CATEGORIZE patterns, and SPARKLINE in Discover ES|QL Apr 28, 2026
@florent-leborgne florent-leborgne marked this pull request as draft April 28, 2026 18:48
@florent-leborgne florent-leborgne marked this pull request as ready for review April 28, 2026 19:26
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Reviewers, this PR mixes a few things together:

  • the addition of the grouped view to Discover
  • the Categorize & Sparkline optimizations on top of it

That was I think easier to handle this way. Please let me know what you think or what else you'd like to see there.

I tested the feature locally on a 9.4 build to take the screenshots - let me know if everything seems in order there.

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@stratoula stratoula left a comment

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Very nice!

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@eokoneyo eokoneyo left a comment

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Thanks for the docs!

@florent-leborgne
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Sparkline is actually not going to land in 9.4 so I'll rework that part

SPARKLINE was deferred from 9.4 to a later release. Replace the combined
CATEGORIZE+SPARKLINE example with a CATEGORIZE-only example, comment out
the SPARKLINE paragraph, query, sampling tip, and screenshot using a
clearly-marked 'RESTORE FOR 9.5' block, and drop the sparkline mention
from the reciprocal tip on the pattern analysis page.

Tracked in #6215.

Made-with: Cursor
@florent-leborgne florent-leborgne changed the title Document grouped results layout, CATEGORIZE patterns, and SPARKLINE in Discover ES|QL Document grouped results layout and CATEGORIZE patterns in Discover ES|QL Apr 30, 2026
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My only suggestions are nits. Approving!

Comment thread explore-analyze/discover/run-pattern-analysis-discover.md Outdated
Comment thread explore-analyze/discover/try-esql.md Outdated
Comment thread explore-analyze/discover/try-esql.md Outdated
florent-leborgne and others added 2 commits May 4, 2026 19:59
Co-authored-by: Benjamin Ironside Goldstein <91905639+benironside@users.noreply.github.com>
Co-authored-by: Florent LB <florent.leborgne@elastic.co>
@florent-leborgne florent-leborgne enabled auto-merge (squash) May 5, 2026 11:24
@florent-leborgne florent-leborgne merged commit 9199d3a into main May 5, 2026
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@florent-leborgne florent-leborgne deleted the docs-issue-5733-categorize-ux branch May 5, 2026 11:25
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