Visual Insights: Drill downs

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Available for User roles Super Admin, Admin, Team Member
Packages All Lever packages

 

The updated Visual Insights interface will be part of our Winter 2021 release, scheduled for progressive rollout starting mid-January 2022. For information on the Winter 2021 release, keep an eye on our Release Notes.

Drilling down unpacks the events, measurements, and objects in a data set that make up values on a Visual Insights dashboard. Drill downs provide you with more a granular level of insight and allow you to take action on relevant opportunities, postings, and requisitions while reviewing your in-app analytics. Readers of this article will learn about:

As you are reading, refer to our Visual Insights: Glossary for definitions of the key terms and concepts used in this article.

Drilling into chart values

To drill into a value, click the value or data point on the chart. A sub-window will appear with a table containing the records for the opportunities, postings, or requisitions to which the events, measurements, or objects contributing to the drilled value are associated.

Live image of user clicking data segment on chart to reveal drill down table.

The records listed in drill down tables reflect any filters that have been applied to the dashboard. For example, consider the image below in which the date range filter 'is in the last 90 days' and the posting filter 'is Associate Product Manager' have been applied.

Pipeline dashboard with filters applied as described above. Pop over revealed on hover above the Offer column in the chart listing a total of six opportunities at offer interview stage.

Clicking the 'Offer' column on the 'Pipeline snapshot' column chart brings up a drill down table containing records for candidates associated with opportunities for the Associate Product Manager posting that have been active within the last 90 days.

Drill down table showing records for opportunities at the Offer stage.

Note that it is not possible to drill down on the following charts:

Pipeline dashboard
  • Average time to hire
Postings dashboard
  • Time to hire by posting
Nurture dashboard
  • Sent emails
  • Reply rate
Recruiter Operations dashboard
  • Average time in stage for current opportunities (Current operations)
  • Average time in stage by posting (Current operations)
  • Average time in stage for archived opportunities (Performance)
  • Average time in stage for closed postings (Performance)
EEO dashboard

All charts

Diversity dashboard

All charts

Talent Acquisition Benchmarks dashboard

All charts

 

Using drill down tables

This section will cover how records are organized on drill down tables as well as the actions you can take with the columns in a drill down table to optimize your view.

Drill down table structure

Each row in a drill down table corresponds to a single record associated with at least one event, measurement or object in the data set contributing to the corresponding value on the chart.

Discrepancies between chart values and the number of records in a drill down table
For charts on which the visualized data pertains to an object's change in status, the number of records on the drill down table may not match the number of events visualized on the chart. This is because the chart visualizes the events while the drill down table lists the unique objects associated with those events. For example, if the 'Requisitions events over time' chart shows a total of eight requisitions closed over the course of a date interval, but the drill down table for that chart value only shows four records, it means that those four requisitions had their status changed to 'Closed' a total of eight times over the course of the date interval.

Clicking the name of a candidate, posting, or requisition that appears in a drill down table will open the respective candidate profile, posting, or requisition in a new browser tab.

Live image of a user clicking a candidate's name in a drill down table and the candidate's profile opening in a new browser tab.

 

If a record is listed as 'Anonymized' in the Contact name column, it means that the candidate for the associated opportunity has had their personal information deleted in accord with GDPR compliance. The data associated with the opportunity still contributes to the chart value, minus any personally identifiable information.

Records are organized in the table alphabetically by name. Drill down tables can list a maximum of 500 records. If the value you selected on the chart is comprised of data from more than 500 records, a warning message will appear at the top of the drill down table notifying you that the row limit on the table has been reached.

Drill down table with warning message above it stating 'Row limit reached. Results may be incomplete.'

To view records outside of the first 500, you must download the data from the drill down table. To learn how to do this, refer to the instructions on how to download data from drill down tables included below. Side scroll to view columns on the drill down table that extend beyond the frame of the sub-window.

Column actions

You can take a number of actions with the columns in a drill down table to optimize your view of the records.

Menu extending from column header in drill down table with options to freeze, copy values, autosize all columnns, and reset all column widths.

Most actions can be taken via the Column Options menu accessed via the ⠇icon in the column header.

Rearranging
Columns in a drill down table can be rearranged by clicking and dragging the column headers into the desired order.
Resizing
Columns can be manually resized by hovering over the border line between two column headers until the cursor changes to the ↔ icon, after which you can click and drag the border horizontally to adjust the column to the desired width. To adjust all column widths so that all cell contents fit on a single line, click the ⠇ icon in any column header and select Autosize all columns. To undo all manual resizing, click the ⠇ icon in any column header and select Reset all column widths.
Freezing
Freezing a column will align that column farthest left on the drill down table, and keep it pinned in place as you side scroll within the sub-window. If multiple columns are frozen, they will be organized relative to the order in which they appeared on the table before they were frozen. To freeze a column, click the ⠇icon in the column header and select Freeze.
Copying values
To copy all of the values of the cell in a column, click the ⠇icon in the column header and select Copy values. You can then paste the values from the column into another spreadsheet or document outside of Lever.

Downloading data from drill down tables

To download the data from a drill down table, click the Download button in the upper-right corner of the sub-window. 

Drill down table with Download button highlighted.

In the modal that appears, select the desired file format for the download and click the Download button in the lower-right of the modal.

 

If you select the .html file format, you will not be able to view data breakdowns by clicking into values on the downloaded file. As a best practice, we advise against downloading data in .html, .json, and markdown file formats unless you have a development team at your organization available to assist with manipulation of the file.

Recall that drill down tables can list a maximum of 500 records. If the value you selected on the chart is comprised of data from more than 500 records, and you wish to download data from all records that comprise that value, follow these instructions before clicking the Download button in the modal:

  • Click ▸ Advanced data options 
    • Note: This button will not appear if you have selected the PNG file format for the download
  • Select the All results option under the Number of rows to include header

Download modal above drill down table with arrow pointing to advanced options menu and radio button next to all results selected.

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