Visual Insights: Tutorials dashboard


Availability Table

Available for Roles Super Admin, Admin, Team Member, Limited Team Member
Permissions • View Visual Insights reports
Packages Lever Basic, LeverTRM, LeverTRM for Enterprise

The Tutorials dashboard is designed to familiarize you with the Visual Insights interface, providing guidance on how to interact with dashboards (i.e. chart types, tooltips, legends, drill downs) and use filters (i.e. date range, date interval, other filter types).

Accessing the Tutorials dashboard

To access the Tutorials dashboard:

  • Navigate to Visual Insights via the platform header

Close up of Visual Insights tab in platform header

  • Click the chevron (>) on the left side of the page to expand the dashboard list
  • Select Tutorials from the dashboard list

Using the Tutorials dashboard


The Tutorials dashboard is populated with stock data (not the data from your own Lever environment).

Use the charts and filters on the Tutorials dashboard to practice the different operations in Visual Insights. They types of operations that you can practice are separated into two categories:

  • Interacting with dashboards
  • Using filters

Use the tabs at the top of the Tutorials dashboard to move between pages.

Page tabs on the Tutorials dashboard

Using the 'Interacting with Dashboards' page

This page contains an example of each type of charts you will come across in Visual Insights:

Charts on the Interacting with Dashboards page of the Tutorials dashboard

  • KPI tiles
  • Bar charts
  • Line charts
  • Column charts
  • Tables
  • Pie charts
  • Scatter plots

These charts are responsive to the various ways in which you can work with visualizations, such as drilling down into chart values, filtering via the legend, downloading chart data, and opening the chart in an expanded view. Use these example charts to get familiar with the ways in which you can work with visualizations on your own dashboards. For more information on how to work with charts, refer to the following help articles:

Using the 'Using Filters' page

Use this page to see how charts respond when filters are applied to a dashboard. The first section of the page pertains to the date range filter, specifying how the date range measures relative and absolute time ranges. The second section pertains to the date interval filter, which can be used to group data by day, week, month, quarter, or a year on charts that visualize metrics over time. The third section of the page gives you the opportunity to practice how to apply multi-select and yes/no filters, as well as how to reset filters and hide the filters bar. To learn more about how to use filters, refer to the following dashboards:

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