Visual Insights: Managing custom dashboards and Looks

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Available for User roles Super Admin
Packages LeverTRM for Enterprise and/or Advanced Analytics add-on

Custom dashboards allow you to collect specific insights from charts (built using the Data Explorer) in a single location. Charts saved as Looks can be pulled into multiple custom dashboards with changes easily propagated across any dashboards on which it appears. Readers of this article will learn about:

For details on how to build custom charts using the Data Explorer (that can then be saved to dashboards or as Looks), refer to our help article on building custom charts. To watch a demonstration of how to build custom charts and dashboards using Data Explorer, jump to the video at the end of this article.

How custom dashboards and Looks work

If you are familiar with the dashboards in Visual Insights, the layout and operation of custom charts and dashboards will be very familiar to you. Looks are entities unique to the Data Explorer and factor in when the same custom chart is used across multiple dashboards.

What are the differences between charts, dashboards, and Looks?

  • A chart is visualization of a data set.
  • A dashboard is a collection of charts.
  • A Look is a chart that has been saved as its own discrete item separate from a dashboard.

If you save a chart to a dashboard, any edits you make to that chart will have to be made via the dashboard to which it has been added. The edits will only be reflected on the dashboard to which the chart has been added.

If you save a chart as a Look, it will appear as entry in your 'Looks' folder. From the folder, you can add individual Looks to existing dashboards. Looks can be edited via your 'Looks' folder. Any edits made to a Look will be reflected on all dashboards to which the Look has been added.

When should a chart be saved as a Look?

We recommend saving a chart as a Look if you plan on using the chart on multiple custom dashboards and the chart will be edited regularly to make changes to data, filters, and/or its visualization. 

 

As a best practice, we recommend saving all charts as Looks before adding them to dashboards. In the event that a custom dashboard is mistakenly deleted, you can easily rebuild it using your saved Looks.

Accessing custom dashboards and Looks

To access custom dashboards and Looks...

  • Navigate to Visual Insights via the platform header

Close up of platform header with Visual Insights tab selected.

  • Click the Data Explorer icon in the left-side navigation

Data Explorer icon in Visual Insights navigation menu.

  • Select a data set from which to generate your custom chart.
  • Click the four square icon in the top-right corner of the builder and select from your saved dashboards and/or Looks. 

Dashboards and Looks menu extending from four square icon.

Editing custom dashboards

To edit a custom dashboard, click the three stacked dots (⠇) in the upper-right of the dashboard header and select Edit dashboard from the menu.

Menu extending from header of custom dashboard.

Below are descriptions of the actions you can take when a custom dashboard has been opened in edit view. Note that in order to apply any edits you make to the dashboard, you need to click the Save button in the edit view header.

Editing charts on a dashboard

Hover over the tile of the chart you wish to edit, click the three stacked dots (⠇) that appear in the upper-right corner, and select Edit from the menu.

Menu extending from chart on custom dashboard with Edit option highlighted on hover.

A sub-window will appear containing the chart builder from which make your edits. For instructions on how to use the chart builder, refer to our help article on building custom charts.

Chart builder in sub-window.

When you have completed your edits, click the Save button at the top of the sub-window. The chart on the dashboard will be updated to reflect your edits.

Moving and resizing charts on a dashboard

To move a chart, hover over the chart tile, click the six stacked dots (⠿) that appear in the upper-left corner, and then drag the chart tile to the desired location. 

Live image of charts being moved on a custom dashboard.

To resize a chart, hover over the chart tile, click the triangle () that appears in the bottom right corner, and then drag your cursor to shrink or expand the chart as needed.

Live image of a chart being resized on a custom dashboard.

Adding tiles to a dashboard

As outlined on your help article on building custom charts, they can be saved directly to existing dashboards as part of the building process. If you wish to add a tile to a dashboard that you are currently editing, click the Add Tile button in the header of the dashboard edit view, and select the type of tile you wish to add (visualization or text).

Close up of Add Tile button in header of custom dashboard edit view.

Adding visualization tiles to a dashboard

Selecting the option to add a visualization tile will open the chart builder in a sub-window. Select a data set and proceed to build the chart following the steps outlined in our help article on building custom charts. When the chart is complete, click the Save button at the top of the sub-window. 

Adding text tiles to a dashboard

Selecting the option to add a text tile will open a modal in which you can input the title, subtitle and body text that will appears on the tile. Click Save to add the tile to your dashboard.

Add text modal with title and body text input.

Text tiles can be moved and resized in the way as charts. Use text tiles to convey information that might not necessarily come across in the charts on the dashboard.

Custom dashboard with text tile.

Editing filters on a dashboard

When a chart is saved to a new dashboard, the filters on the chart will be carried over to the dashboard by default. Additional filters can then be added from the dashboard edit view (see below). To edit filters, click the three stacked dots (⠇) to the right of the filter name and select Edit.

Menu extending from filter on custom dashboard with Edit option highlighted on hover.

You can make modifications such as editing the filter title and configuring the filter type (choosing from multi-select or single-select options). Click 'Tiles to Update' to review which charts on the dashboard are affected by the filter. When you have completed your edits, click the Update button in the lower-right corner of the modal. The filter on the dashboard will be updated to reflect your edits.

Edit filter modal

Adding filters to a dashboard

To add more filters to an existing dashboard, click the Filters button in the header of the dashboard edit view and select Add Filter.

Menu extending from Filters button in header of custom dashboard edit view. Add Filter option highlighted on hover.

Search or select data fields by which to filter. Note, the data fields available for selection will be reflective of the data sets from which the charts on the dashboard originated.

Example
If a dashboard consists of charts generated from both the Opportunities and EEO Non-anonymized data sets, additional filters can be added from data fields in both data sets. If a dashboard consists of charts generated from only the Opportunities data set, then additional filters can only be added from data fields in the Opportunity data set.

Input a filter title and configure the filter type (choosing from multi-select or single select options). Click 'Tiles to Update' to review which charts on the dashboard are affected by the filter. Click the Add button to save the filter to the dashboard.

Add filter modal

Deleting charts and filters from a dashboard

To delete a chart or filter, click the three stacked dots (⠇) (for charts these appear on hover) and select Delete from the menu that appears.

Configuring dashboard settings

To configure the settings of a custom dashboard, click the Settings button in the header of the dashboard edit view. You can configure settings for automatic data fresh frequency, as well as the default behaviour for the filters bar (expanded or collapsed).

Dashboard settings modal

Editing Looks

To edit a chart that has been saved as a Look, click the gear icon (⚙) in the upper-right corner and select Edit from the menu. The Look will open in the chart builder view from which you can make your edits. For instructions on how to use the chart builder, refer to our help article on building custom charts.

Look open in builder view.

When you have completed your edits, click the Save button at the top of the builder. The edits you made to the chart will be reflected on any dashboards to which it has been added as Look.

Saving Looks to dashboards

To save a chart that has been saved as a Look to a dashboard, click the gear icon (⚙) in the upper-right corner and select Save from the menu. You can choose to save the Look to a new dashboard or an existing dashboard.

Close up of menu in upper right corner of Look with Save option highlight on hover to and different save options revealed.

Saving Looks to a new dashboard

Input a title for the dashboard and click Save. To view the chart on the newly created dashboard, click the View dashboard link in the banner that appears above the Look after you close the modal. Note, the chart will have the same name as the dashboard, but you can edit the title of the chart once it is saved to the dashboard.

Save as a new dashboard modal

Saving a Look to an existing dashboard

Input a title for the chart, select the dashboard to which you wish to add it, and click the Save to Dashboard button. Note that you may need to begin typing the name of the dashboard in the search field in order for the dashboard options to become clickable.

Add to a Dashboard in this folder modal with a custom dashboard highlighted on hover.

To view the newly added chart on the existing dashboard, click the hyperlinked dashboard title in the banner that appears above the Look.

 

If you wish to make a new Look that is similar to one of your existing Looks, open the Save menu on an existing Look and choose the Save As option. This will create a duplicate of the existing Look that you can then re-title and modify as needed, preventing you from having to rebuild the Look from scratch.

Downloading custom dashboards and Looks

Custom dashboards and Looks can be downloaded to circulate insights outside of Lever. Note that at this time it is not possible share custom dashboards in the same way as standard Visual Insights dashboards.

Downloading custom dashboards

Click the three stacked dots (⠇) in the upper-right of the dashboard header and select Download from the menu.

Menu extending from upper-right corner of custom dashboard with download option highlighted on hover.

Select whether you would like to download the dashboard as a CSV or PDF file and click the Download button.

Downloading Looks

Click the gear icon (⚙) in the upper-right corner and select Download from the menu. Select a file format and click the Download button. For guidelines on selecting a file format, refer to our help article on downloading data from Visual Insights.

Download configuration modal

If you have selected a file format other than PNG, you will have the option to further configure the export using the radio buttons beneath the file format menu.

 

If the data table for the Look you are downloading consists of more than 500 rows, you will need to select 'All Results' in the limit configuration in order to export the full contents of the data table.

Deleting custom dashboards and Looks

To delete a custom dashboard, click the three stacked dots (⠇) in the upper-right of the dashboard header and select Move to trash from the menu. To delete a Look, click the gear icon (⚙) in the upper-right corner and select Move to trash from the menu.

Frequently asked questions

Is it possible to share custom dashboards and Looks?

At this time, it is not possible share custom dashboards and Looks.

Video walkthrough

Watch this guided walkthrough, from our Visual Insights Knowledge Series, on how to use Data Explorer to build custom charts and dashboards.

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