| Available for | Roles | Super Admin |
| Permissions | • Access Visual Insights Report Builder (Data Explorer) | |
| Packages | LeverTRM for Enterprise, Advanced Analytics add-on |
Folders in Data Explorer are used to organize saved custom dashboards and Looks. Utilizing these folders will help you keep your custom-built charts and dashboards in proper order and accessible to those in your organization with whom you want to collaborate on insights.
Folder access and descriptions
To access folders in Data Explorer...
- Navigate to Visual Insights via the platform header
- Click the chevron (>) on the left side of the page
- Click Data Explorer and select any data set
- Click the folder icon in the upper-right corner
There are four folders in Data Explorer:
Favorites
This folder holds any custom dashboards or Looks that you have marked as a favorite. The contents of the 'Favorites' folder are specific to your account, meaning only Looks and dashboards that you have marked as a favorite in 'My folder' or the 'Group' folder will appear. Use this folder for easy access to custom dashboards and Looks that you visit regularly.
My folder
This is your personal folder. Any custom dashboards or Looks that you save to this folder can only be viewed and edited by you. See below for instructions on how to save custom dashboards and Looks to folders.
Group
This an instance-level folder, accessible to any users with roles provisioned with the 'Access Visual Insights Report Builder (Data Explorer)' permission. Any custom dashboards or Looks that you save to this folder can be viewed and edited by any users in your Lever instance with access to Data Explorer. Use this folder to share custom charts and dashboards with others at your organization. See below for instructions on how to save custom dashboards and Looks to folders.
Shared
This folder contains templates that you can use as a starting point when building custom charts in Data Explorer. See below for instructions on how to use templates you find in the 'Shared' folder.
Saving to 'My folder' and the 'Group' folder
When saving a custom chart that you have built or edited, you will need to select a folder to which to save it. The folder selection process can look slightly different, depending on if you are saving a chart to a new dashboard, an existing dashboard, or as a Look.
Saving a custom chart to a new dashboard
Saving a custom chart to an existing dashboard
Saving a custom chart as a Look
For full instructions on how save custom-built charts, refer to our help article on building custom charts. We also recommend reading our help article on the difference between adding and saving Looks to custom dashboards.
Backing up custom charts saved to the 'Group' folder
Custom-built charts will only be saved to the folder that you select. If you are saving custom charts to the 'Group' folder, we recommend also saving them to 'My folder' as a backup. In the event that a user with access to the 'Group' folder mistakenly deletes or edits a custom chart within it, you can easily restore the chart by saving a new copy of the original version from your personal folder to the 'Group' folder.
To restore a chart that you have backed up in 'My folder':
- Navigate to the chart in 'My folder'
- Click the gear icon (⛭) and select a save option
- In the save modal, select the 'Group' folder
- Click the Save button
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The 'Group' folder is a great way to share custom dashboards and Looks with others in your organization - you can simply send them the URL for the custom dashboard or Look in the 'Group' folder. Just remember that the recipient must have a role provisioned with the 'Access Visual Insights Report Builder (Data Explorer)' permission in order to view and edit custom dashboard or Look you are attempting to share with them. |
Adding to your 'Favorites' folder
To add a custom dashboard or Look to your 'Favorites' folder, simply click the heart icon (♡) next to its title.
Adding a custom dashboard to the 'Favorites' folder
A Look that has been added to the 'Favorites' folder
Using templates in the 'Shared' folder
The templates in the 'Shared' folder are meant to be used as a starting point for custom charts that you wish to build. Templates come ready-built as Looks with data fields and visualizations already selected. You can then customize the template by making edits such as adding or removing data fields, incorporating filters, and changing the visualization.
To use a template in the 'Shared' folder:
- Select the 'Shared' folder from the folder menu in Data Explorer
- Select 'Data Explorer Examples'
- Select the folder for the data set from which you want to build your custom chart
- Select from the available Looks in the sub-folder
- Click the gear icon (⛭) and select Save As
- Save the template as new Look in 'My folder' or the 'Group' folder
- Edit the copy of the template from the folder to which you saved it
- For instructions on how to edit Looks, refer to our help article on managing custom dashboards and Looks.