> ## Documentation Index
> Fetch the complete documentation index at: https://docs.nexalytica.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Nexalytica Dashboards: Build, Filter, and Manage Versions
> Create dashboards, configure filters and versions, embed an AI chat panel, and control who can view or edit your data in Nexalytica.
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 dashboard gallery
The gallery is the landing page for all dashboards. It lists every dashboard you own or that has been shared with you.
### Gallery controls
| Control | What it does |
| -------------------------------------- | ------------------------------------------------------------------------------------ |
| **Create New Dashboard** (dashed tile) | Creates an **Untitled Dashboard** and opens it in the editor immediately |
| **Dashboard tile click** | Opens that dashboard in the editor |
| **All / Owned / Shared tabs** | Filters the gallery by ownership |
| **Search box** | Filters dashboards in real time as you type |
| **Show Pending Deletion** toggle | Reveals dashboards currently in Trash, each showing a countdown to permanent removal |
| **Tile ⋮ menu → Edit** | Opens a dialog to rename the dashboard and update its description |
| **Tile ⋮ menu → Share** | Opens the sharing dialog |
| **Tile ⋮ menu → Delete** | Moves the dashboard to Trash (soft-delete) |
| **Restore** button (pending tile) | Recovers a dashboard from Trash before it is permanently deleted |
Each tile in the gallery shows the dashboard **name**, **description**, an **Owned/Shared badge**, the number of **widgets**, and the **last-updated date**.
### Admin-only gallery controls
| Control | What it does |
| ----------------------------------------- | ---------------------------------------------------------------------------------------------- |
| **Show data from my admin access** toggle | Reveals all organisation dashboards; requires acknowledgement and is logged for audit purposes |
| **Owner filter** | Filters the admin view by dashboard owner |
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.
***
## The dashboard editor
Opening or creating a dashboard takes you to the editor. The header controls apply to the whole dashboard.
### Editor header controls
| Control | What it does |
| ------------------------------------ | -------------------------------------------------------------------------------------------------------------- |
| **Title** | Click to rename the dashboard inline |
| **Filters toggle** (funnel icon) | Shows or hides the filter bar; a badge displays the number of active filters |
| **Dashboard AI toggle** (robot icon) | Opens or closes the embedded AI chat panel |
| **Sources (N)** | Opens the Sources side panel; tick/untick data sources; **N** = attached source count |
| **Sample** | Generates 10 sample widgets to populate the dashboard quickly (disabled until at least one source is attached) |
| **Add Widget** | Opens the widget gallery to add a new visualisation |
| **Version menu → Save Version** | Freezes the current state as a named permanent version (e.g. *Q4 review*) |
| **Version menu → Version History** | Opens the Version History drawer |
| **Share** | Opens the sharing dialog |
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.
***
## Filter bar
The filter bar sits below the editor header and lets you add interactive controls that apply across multiple widgets simultaneously.
Click the **Filters** toggle (funnel icon) in the editor header to reveal the bar.
Click **Add Filter**. Choose the data column to filter on and the filter type:
| Filter type | Renders as |
| ------------- | ------------------------------ |
| Date range | Date range picker |
| Category | Dropdown or multi-select |
| Numeric range | Numeric range slider or inputs |
| Text | Text input box |
| On/off | Toggle switch |
Click the **pencil icon** on any existing filter to reopen its configuration.
Click **Reset Filters** to clear all active filter values and return widgets to their unfiltered state.
***
## 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.
### 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.
### Browsing and restoring versions
Open **Version menu → Version History** to open the drawer.
| Column | What it shows |
| -------------- | --------------------------------------------------- |
| Version number | Sequential version identifier |
| Label | Your chosen name, or *Autosave* for automatic saves |
| Saved when | Timestamp of when the version was saved |
| Saved by | The user who triggered the save |
| Badge | **Named** or **Autosave** |
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.
***
## 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.
### Opening the panel
Click the **Dashboard AI toggle** (robot icon) in the editor header to open the panel.
### Positioning the panel
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.
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.
***
## 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.