> ## Documentation Index > Fetch the complete documentation index at: https://cubed3-claude-gallant-ramanujan-v3umyw.mintlify.site/llms.txt > Use this file to discover all available pages before exploring further. # Dashboard Agent > Ask questions about a dashboard and its charts — and change its filters, time granularity, and other controls — using a conversational AI assistant docked alongside the dashboard. The Dashboard Agent is a conversational assistant docked as a panel on a [published or embedded dashboard][ref-dashboards]. Ask it questions in plain language about what's on the dashboard — and it answers using **live queries against your semantic model**, not just the numbers already rendered on screen. Because it queries the model directly, the agent can go beyond what a chart shows. It can drill into a single chart, re-aggregate a metric, break a number down by a dimension, pull a longer time range than the chart displays, and summarize trends across the dashboard. It can also **apply filters, change the time granularity, swap a field switcher's member, and pick a parent control's option** on the dashboard you're viewing — just ask in plain language (for example, *"filter to last 30 days"* or *"group by month"*). These changes affect only your own session and are never saved to the dashboard — see [Changing filters and controls](#changing-filters-and-time-granularity). Dashboard Agent panel docked alongside a published dashboard There are **two different agent surfaces** with different capabilities: * **Dashboard Agent** (this page) — for viewers of a published or embedded dashboard: question-and-answer about what's on screen, plus changing your own view of the controls. * **[Workbook Agent][ref-workbook-agent]** — full authoring inside a [workbook][ref-workbooks]: creating reports, building and editing dashboards, and running analysis. The published Dashboard Agent can adjust **your own view** — the controls in front of you, for your session only — but intentionally cannot author or change the **saved** dashboard. ## Opening the agent Open a published dashboard and toggle the agent panel from the dashboard header to start a conversation. Use **New Chat** to start a fresh thread. The panel is docked to the right side of the dashboard and is **resizable** — drag its edge to give the conversation more or less room. On narrow screens it switches to a **compact mode** so it stays usable next to the dashboard. ## Focusing on a specific chart Chart-level follow-ups and attached-chart chips are **rolling out**. If you don't see the **Ask a follow up question** action on a chart's menu yet, it hasn't reached your deployment. To ask about one chart in particular, open that chart tile's menu (`⋮`) and choose **Ask a follow up question**. This opens the agent with that chart **attached as context**, so your question is scoped to that chart's data. Attached charts appear as **removable chips** in the chat input. To drop a chart's focus, remove its chip. You can attach more than one chart to ask about them together. When a chart is attached, the agent receives a read-only snapshot of it — the underlying SQL, the data, and the chart spec — along with the dashboard's **current filter and time-granularity state**. It uses this as context for answering and never edits the chart's definition. You can still ask it to change the dashboard's filters or time granularity — see [Changing filters and controls](#changing-filters-and-time-granularity).

Changing filters and controls

Ask the agent, in plain language, to filter the dashboard, change a time granularity, switch a field, or set a parent control's option, and it applies the change to the controls in front of you: * *"Filter this dashboard to orders with status completed."* * *"Show only the Outerwear category."* * *"Filter to the last 30 days."* * *"Group by month."* * *"Switch that chart to show profit instead of revenue."* (a [field switcher][ref-field-switcher]) * *"Set the region picker to EMEA."* (a [parent control][ref-parent-control]) * *"Reset the filters."* How it works and what to expect: * **Only controls that exist on the dashboard can be changed.** The agent can change a filter, time granularity, field switcher, or parent control only when the dashboard has a matching [control widget][ref-controls] for it. If there's no control for what you asked about, the agent tells you so instead of changing anything. A control whose [visibility][ref-control-visibility] is **Disabled** also can't be changed. * **Time granularity stays within the control's allowed granularities.** If a time-granularity control restricts which granularities viewers can pick, the agent only chooses from that set. * **A field switcher can only be set to one of its offered members.** The agent picks from the same [**Alternatives**][ref-field-switcher] a viewer could pick from by hand. * **A parent control can only be set to one of its defined options** — the agent can't invent a new option, only choose among the ones the dashboard's author configured. * **Changes apply to your session only.** They're applied the same way as changing a control by hand: reflected in the dashboard's URL — so you can share or bookmark the filtered view — but **not** saved to the dashboard. They don't affect what other viewers see, and the author's saved defaults are left untouched. This works the same way on both published dashboards and [embedded][ref-embedding] dashboards. ## Attachments You can attach uploaded files to the conversation, and the agent can read their contents — text, PDF, ZIP, and image files are supported. Pasting an image directly from your clipboard into the chat may also be supported. Confirm this in your deployment before relying on it. ## What the Dashboard Agent can and can't do The published Dashboard Agent can answer questions and adjust your own view, but it never changes the **saved** dashboard. **It can:** * Answer questions about what's on the dashboard from the dashboard's own data * Run **read-only queries** against the semantic model to go deeper — drill down, break a metric down by a dimension, or pull a longer time range than a chart shows * Apply filters, change the time granularity, swap a field switcher's member, and pick a parent control's option on the dashboard you're viewing, for controls that exist on the dashboard (your session only — see [Changing filters and controls](#changing-filters-and-time-granularity)) * Explain how a metric or dimension is defined * Look up the values available for a dimension * Read the contents of [attachments](#attachments) you add to the chat **It can't:** * Save its control changes to the dashboard — they apply to your session only and never change what other viewers see * Edit the dashboard, or add/remove widgets * Create reports or workbooks * Change the data model If you need any of those, use the [Workbook Agent][ref-workbook-agent] instead. ## Limitations * **Control changes need a matching control widget.** The agent can change a filter, time granularity, [field switcher][ref-field-switcher], or [parent control][ref-parent-control] only when a corresponding control widget exists on the dashboard, and the change applies to your session only — it is never saved to the dashboard. If you ask it to change something with no control on the dashboard, it explains the current state instead of applying a change. * **No authoring on published dashboards.** The published Dashboard Agent cannot create reports or build dashboards, edit the saved dashboard, or change the data model. Those live in the [Workbook Agent][ref-workbook-agent]. * **Report search covers published reports only.** When the agent searches for existing reports, it sees published reports. [ref-dashboards]: /docs/explore-analyze/dashboards [ref-workbooks]: /docs/explore-analyze/workbooks [ref-workbook-agent]: /docs/explore-analyze/workbooks/workbook-agent [ref-controls]: /docs/explore-analyze/dashboards/widgets/controls [ref-field-switcher]: /docs/explore-analyze/dashboards/widgets/controls#field-switcher [ref-parent-control]: /docs/explore-analyze/dashboards/widgets/controls#parent [ref-control-visibility]: /docs/explore-analyze/dashboards/widgets/controls#visibility [ref-embedding]: /embedding/iframe/dashboards