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Dashboards let you assemble live data visualisations, filters, and AI-powered analysis into a single shareable view. You can build a dashboard from scratch in minutes, save named versions as milestones, and give teammates access at the right permission level. This page covers everything from the gallery to the editor — including filters, version history, and the embedded Dashboard AI panel. The gallery is the landing page for all dashboards. It lists every dashboard you own or that has been shared with you. Each tile in the gallery shows the dashboard name, description, an Owned/Shared badge, the number of widgets, and the last-updated date.
Enabling Show data from my admin access is a logged action. Use it only when you have a legitimate business reason to view another user’s dashboard.

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The dashboard editor

Opening or creating a dashboard takes you to the editor. The header controls apply to the whole dashboard.

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Editor header controls

Click Sample after attaching your first data source to get a head start on your layout. You can replace or delete any sample widget once you see which directions are worth exploring.

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Filter bar

The filter bar sits below the editor header and lets you add interactive controls that apply across multiple widgets simultaneously.
1

Show the filter bar

Click the Filters toggle (funnel icon) in the editor header to reveal the bar.
2

Add a filter

Click Add Filter. Choose the data column to filter on and the filter type:
3

Edit a filter

Click the pencil icon on any existing filter to reopen its configuration.
4

Reset all filters

Click Reset Filters to clear all active filter values and return widgets to their unfiltered state.

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Version history

Nexalytica saves autosave versions of your dashboard as you work. You can also create named versions at important milestones, and restore any version at any time.

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Saving a named version

Open the Version menu in the editor header and select Save Version. Enter a name (for example, Q4 review or Pre-launch snapshot) and confirm. Named versions are permanent — they are never overwritten by autosaves.

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Browsing and restoring versions

Open Version menu → Version History to open the drawer. Click a row to select a version. A side-by-side preview appears, comparing the selected version against your current draft. Click Restore to replace the current draft with the selected version’s snapshot.
Restoring a version creates a new autosave of your current draft before replacing it, so you can always recover the state you were in before the restore. A confirmation prompt appears before the restore completes.

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Dashboard AI panel

The Dashboard AI panel embeds a chat interface directly inside the editor so you can ask questions about the data displayed on the dashboard without leaving the page.

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Opening the panel

Click the Dashboard AI toggle (robot icon) in the editor header to open the panel.

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Positioning the panel

Docked mode

Use the Panel options menu to dock the panel to the right, left, top, or bottom of the editor. The currently active placement is marked. Docked mode keeps the panel visible alongside your widgets.

Floating mode

Select Floating from the options menu to detach the panel into a draggable, collapsible window. Use the drag handle to reposition it anywhere on screen. Click the window’s collapse control to shrink it to a small button when you need more canvas space.
Open in new tab from the Dashboard AI panel options menu is coming soon. In the meantime, you can open the underlying conversation directly in the Chats workspace in a new browser tab.

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Permissions

  • Rename the dashboard
  • Attach and detach data sources
  • Generate sample widgets
  • Add, edit, and delete filters
  • Save named versions and restore from version history
  • Use the Dashboard AI panel (full interaction)
  • Share the dashboard
  • Open and browse the dashboard
  • Apply existing filters
  • Browse version history (read-only; cannot restore)
  • Use the Dashboard AI panel (read-only; cannot send messages or change settings)
  • Cannot rename, change sources, edit structure, or modify widgets
Admins can enable the Show data from my admin access gallery toggle to view all organisation dashboards. This action requires acknowledgement and is logged.