Make your first dashboard
A quickstart in the app, from signing in to a dashboard that refreshes itself and is shared.
Contents
1. Sign in
Go to app.vistazo.ai and continue with Google or Microsoft, or create an account with an email address and a password. A personal workspace is created on first sign-in.
Every new workspace starts with an example dashboard, [demo] Country Explorer, and an example
notebook, [demo] Tornado Fatalities. Open either to see the pieces at work, then edit, copy or
archive them. Once you have an account you can add a passkey or sign in with a
one-time email code. See Security.
2. Ask for a chart
Two of the five public sources Vistazo hosts, Countries and Economy, are connected when a workspace is created, and this example uses Economy. The rest, and your own servers, connect from workspace Settings → Connections (Connections).
Open Chats in the left navigation, start a chat and describe what you want to see:
Show me U.S. federal receipts versus outlays by month for the last three years, as two lines.
The built-in assistant finds the right tool on the Economy source, fetches the data, writes a short piece of code that shapes the rows for the chart (its transform), and renders a draft in the conversation. Nothing is saved yet. Ask for changes and each answer is a new draft.
3. Add it to a dashboard
When the draft looks right, press Add to dashboard at its top right. You have no dashboard yet, so the assistant asks which one you mean. Give it a name and the dashboard is created with the chart on it, exactly as drafted. Open the dashboard from the link in the reply, or from Dashboards in the left navigation.
The dashboard has its own assistant, opened from the sparkle button in its top bar. Ask it for a second chart there and it lands on the dashboard directly. The grid has no drag handles, so position, size, titles and styling are all set by asking:
Put the receipts chart top left, full width. Label the axis in billions.
See Dashboards and Widgets.
4. Add a filter
A parameter is a filter every widget on the dashboard can read, such as a date range or a country picker. Ask the dashboard's assistant for one:
Add a date range filter, defaulting to the last three years, and make both charts use it.
The assistant defines the parameter and wires each chart to read it. Members who open the dashboard see it in the filters panel and can change it for themselves without changing what anyone else sees. See Parameters.
5. Set the refresh schedule
Open the dashboard's Settings → General and switch on Refresh automatically in the Schedule card, then choose how often. A refresh uses no inference unless a source changes shape and a chart has to be repaired. A schedule pauses after 30 days without a visit and resumes when a member of the workspace opens the dashboard. See Refresh.
6. Share it
Open the dashboard's Settings → Sharing. Set Anyone with the link to Viewer and the dashboard's address opens read-only for anyone, with no account. Copy link copies that address. Name a person by email and they can read it as a guest. In a shared workspace there is also a row for everyone in the workspace, and a member you name can be given edit access. See How sharing works.