# Make your first dashboard

## 1. Sign in

Go to [app.vistazo.ai](https://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](/docs/account/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](/docs/data/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](/docs/dashboards/overview) and [Widgets](/docs/dashboards/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](/docs/dashboards/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](/docs/dashboards/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](/docs/sharing/overview).
