Navigation Panel

The Navigation Panel is the main hub for accessing visualizations and managing key settings in Nectari.

At its core, the panel includes tabs that organize visualizations into structured groups for easier navigation and management. It allows you to browse through different types of visualizations such as, views, dashboards, reports and workbooks. You can also access your favorites to quickly access frequently used items.

In addition to visualization access, the panel provides centralized controls for managing the working environment. You can switch environments, view product notifications, and access key options such as Administration Settings, Resources, User Settings, and Logout—all without disrupting your workflow.

Context menu options

Data Models and Views

Under the Data Models and Views tab, you can open any data model and its associated views. You can only see the data models you are authorized to access.

A data model is a visual representation that shows how data is organized, connected, and used in a system. It explains what data is stored and how it’s related. A view can be a worksheet or various types of charts.​ To learn more, see Data Models and Views.

Some context menu options may vary depending on user permissions and the type of item selected (folder, data model or visualization). Authorized users can create folders to organize data models, including subfolders within a single data model for better structure.

Context Menu	Description
New Data Model	Creates a new item in the current tab.
New Folder	Creates a new folder in the selected data model.
Rename Folder	Renames the existing folder.
Delete Folder	Deletes the folder (only if it contains no items).

Data Models context menu options

Option	Description
New View	Creates a new view in the selected data model.
Design Data Model	Opens the Data Model Designer in a new tab to load the selected data model.
Rename Data Model	Renames the selected data model.
Delete Data Model	Deletes the selected data model.
Copy Data Model	Creates a copy of the selected data model. Useful when modifying the data model without affecting the original.
Overwrite Data Model	Replaces the structure of an existing data model with that of the selected copy. Helpful when you've modified a copy and want to apply those changes to the original.
Translate Data Model	Enters translations for the data model name, view name, fields, and so on.
Set Data Model Parameters	Changes the data model parameters.
Manage Data Model Parameters	Adds, removes, or edits data model parameters.
Execute Stored Procedure	Executes the defined stored procedures.
Manage Stored Procedures	Manages the defined stored procedures.
Execute Info Pages	Opens the info pages for viewing.
Manage Info Pages	Creates and edits info pages.
Edit Selection Pages	Defines selection pages.
Manage Documentation	Uploads selected files as reference documents. Multiple files can be uploaded as needed.

Views context menu options

Option	Description
Open	Opens the selected view.
Open in Sample Mode	Opens the view with limited data (100 rows) for a quick preview.
Rename View	Renames the selected view.
Add to Favorites	Adds the view to your favorites.
Delete View	Deletes the selected view.
Properties	Displays and changes the view properties.
Subscribe	Configures the distribution for the current user on the selected view.
Set as Landing Page	Sets the selected view to open by default when logging in.
Manage Documentation	Uploads selected files as reference documents. Multiple files can be uploaded as needed.
Notify Users About Modification	Notifies others that changes were made to the selected view.

Dashboards context menu options

A dashboard combines multiple visualization components to pull data from different data models into a single view. This lets you display various related information together—rpviding a unified view of your organization.

Option	Description
New Dashboard	Creates a new item in the Dashboard tab.
New Folder	Creates a new folder in the selected data model.
Rename Folder	Renames the existing folder.
Delete Folder	Deletes the folder (only if it contains no items).
Open	Opens the selected dashboard.
Open in Sample Mode	Opens the selected dashboard with limited data (100 rows) for a quick preview.
Design Dashboard	Opens the selected dashboard in edit mode.
Rename Dashboard	Renames the selected dashboard.
Add to Favorites	Adds the dashboard to your favorites.
Delete Dashboard	Deletes the selected dashboard.
Properties	Displays and changes the dashboard properties.
Subscribe	Configures the distribution for the current user on the selected dashboard.
Set as Landing Page	Sets the selected dashboard to open by default when logging in.
Manage Documentation	Uploads selected files as reference documents for users. Multiple files can be uploaded as needed.

Reports context menu options

A report groups multiple worksheets into a single visualization. Worksheets can originate from different data models, which have different column structures.​

Option	Description
New Report	Creates a new item in the Report tab.
New Folder	Creates a new folder in the selected data model.
Rename Folder	Renames the existing folder.
Delete Folder	Deletes the folder (only if it contains no items).
Open	Opens the selected report.
Open in Sample Mode	Opens the selected report with limited data (100 rows) for a quick preview.
Rename Report	Renames the selected report.
Add to Favorites	Adds the report to your favorites.
Delete Report	Deletes the selected report.
Properties	Displays and changes the report properties.
Subscribe	Configures the distribution for the current user on the selected report.
Set as Landing Page	Sets the selected report to open by default when logging in.
Manage Documentation	Uploads selected files as reference documents. Multiple files can be uploaded as needed.

Workbooks context menu options

A workbook lets you use standard Excel features within the web interface and create advanced reports using custom analytics tools for seamless data analysis and collaboration.

Option	Description
New Workbook	Creates a new item in the Workbook tab.
Import Workbook	Creates a workbook by importing an existing Excel file.
New Folder	Creates a new folder to help organize your workbooks.
Copy Folder	Creates copies of the selected folder and the items within.
Rename Folder	Renames the existing folder.
Delete Folder	Deletes the folder (only if it contains no items).
Open	Opens the selected workbook.
Add to Favorites	Adds the workbook to your favorites.
Delete Workbook	Deletes the selected workbook.
Properties	Displays and changes the workbook properties.
Set as Landing Page	Sets the selected workbook to open by default when logging in.

Favorites context menu options

The Favorites tab collects all views, dashboards, reports, and workbooks you've marked using the Add to Favorites option. You can also create folders to organize your favorite visualizations as needed.

Option	Description
New Folder	Creates a new folder in the Favorites tab.
Rename Folder	Renames the existing folder.
Delete Folder	Deletes the folder (only if it contains no items).
Open	Opens the selected visualization.
Delete Favorite	Removes the visualization from the Favorites tab.
Set as Landing Page	Sets the selected visualization to open by default when logging in.

Search visualizations

The Search bar appears just below the titles of the Data Models and Views, Dashboards, Reports, Workbooks, and Favorites tabs. Use it to quickly locate a specific item. You can search by:

• Visualization Name: Enter part of a visualization name. The search returns any visualizations or data models that match the text.
• Visualization ID: Enter a visualization ID to find matching visualizations or data models. You can find the ID by hovering over the item.

Environments

The environment selector is the first icon at the bottom of the menu bar. It shows which data source is currently in use.

Clicking the selector opens a dropdown menu of available environments, each representing a different data source in which you can create or view visualizations. They are labeled and color-coded to help differentiate them. When switching to another environment, the visualizations automatically update to reflect the new data source.

Product Notifications

The bell icon in the menu bar represents the product notifications, which keep you informed about new releases and provides access to blog updates directly within the interface. You can also submit feature requests here.

When new updates are available, a red indicator appears, showing the number of unread notifications. The unread count also appears in the tab title. These icons disappear once you click a notification to view its details.

The Product Notifications panel includes two tabs:

• News: View product announcements, promotions, and resources. You can also subscribe to receive the latest updates.
• Ideas: Browse feature requests along with their status and associated comments. You can comment on a request, vote by clicking the number next to the request's title, or submit new suggestions.

To close the notifications panel, click anywhere outside it or select the X in the top-right corner.

If you prefer not to receive notifications, you can disable the Product Notifications sidebar in the Web Central Point Configurator. Additionally, you can delete all data related to product notifications through User Settings.

Administration

The gear icon opens the Administration section, which contains all the configuration pages required to use Nectari effectively. It is only visible to users with permission to access administrative features, based on their assigned role .

The Administration section includes the following configuration options:

Distribution	Manage License	Excel Publish	OLAP Manager
Security	Env. & Data Sources	Templates	Languages
Language Dictionaries	Global Scripts	Application Links	Global Variables
Global Parameters	Global Selection pages	Reporting Trees

Resources

The Resources icon opens a menu with useful information about Nectari.

The menu includes:

• Online Help: Opens the documentation website for Nectari.
• About: Displays the build version, Central Point, and License Attributions details.

User Settings

The User Settings page contains all customizable properties for each user. To access it, click on your profile picture at the bottom of the Navigation Panel and select User Settings. The page includes the following sections:

General

The General settings section lets you update your personal profile information.

This section includes:

Section	Description
Profile Picture	Upload or change your profile photo by dragging and dropping an image or browsing your files. Supported formats: JPEG, JPG, or PNG files up to 30 MB.
Personal Information	Set or update your displayed name in Nectari. You can also change the email address used to receive important notifications and reports.
Password	Change your password by entering your current one and confirming a new password. This helps keep your account secure. Password Requirements: Must be at least 8 characters long. Contain at least 1 uppercase letter (A–Z) and 1 lowercase letter (a–z). Contain at least 1 number (0–9).

Preferences

The Preferences settings section lets you adjust personal settings to tailor your experience in Nectari. The available sections include:

Settings

Section	Description
Selection Page Overwrite	Replaces saved filters in views with the values defined in the Selection Page dialog. This removes the need to toggle the Overwrite all existing filters option in each dialog.
First day of the week	Sets the date and datetime picker to start the week on your chosen day.

Opening Parameters

Section	Description
Default Tab	Sets which tab opens by default from the Navigation Panel at login. Options include: Data Models and Views Dashboards Reports Workbooks Favorites
Link To opening behavior	Defines how visualizations open when using the Link To feature: Internal Tab – Opens next to the current view. External Tab – Opens in a new tab. New Popup – Opens the link in a popup window. Useful when using views coming from Nectari within an application such as Sage X3 and Microsoft Teams. In embedded or standalone applications, links default to a popup window instead of a tab. This ensures compatibility, as the Open in a new tab option isn't supported for embedded views.

Export Parameters

Section	Description
Default Format	Sets the default export format for visualizations based on the selected option in the dropdown menu.

Regional Settings

Section	Description
Content Language	Sets the language used for interface elements such as the folder names or visualization names. For example, you can keep the interface in English while displaying data models and folders names in French.
Culture	Determines how numbers are formatted, including decimal and digit grouping symbols, based on regional settings.
Date Format	Sets the format used to display dates in visualizations when the date format is set to None in the Data Model Designer.
Time Format	Sets the format used to display time in visualizations when the time format is set to None in the Data Model Designer.

Product Notifications

You can choose to remove all data related to product notifications such as feedback requests, feedback comments, and subscription.

To remove all product notification data, follow these steps:

1. Click Delete to remove all data associated with product notifications.
2. Select the checkbox to confirm deletion.
3. Click Delete again to finalize.

Logout

To log out of Nectari, click your profile picture at the bottom of the Navigation Panel, and select Logout. This action signs you out and redirects you to the login page. The next time you access Nectari, you need to enter your credentials again.

If you use Single Sign-On (SSO), selecting Logout requires reauthentication with your SSO provider. If a logout URL is configured, it also signs you out of the SSO provider.