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This guide walks you through building a complete dashboard in Vizdom — from creating a blank canvas to adding charts, arranging the layout, and applying a global date filter.

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Prerequisites

  • At least one dataset connected. If you haven’t done this yet, see Connect Data.
  • Editor or Admin role in your workspace.

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Build your first dashboard

1

Create a new dashboard

From the left sidebar, click Dashboards, then click New Dashboard in the top-right corner.In the creation dialog, enter:
  • Name — something descriptive, like Revenue Overview.
  • Description (optional) — a short summary visible to teammates, like Daily and monthly revenue broken down by region.
Click Create. Vizdom opens the dashboard in edit mode with an empty canvas.
2

Add a bar chart

Click Add Visualization in the toolbar (or click anywhere on the empty canvas).In the visualization panel:
  1. Select a dataset — choose the dataset you want to visualize from the dropdown. For example, Signups & Revenue – Last 90 Days.
  2. Choose chart type — select Bar Chart.
  3. Configure axes:
    • X axis — set to day (the date column).
    • Y axis — set to revenue (your numeric measure).
    • Color / Group by (optional) — set to country to break down bars by region.
  4. Add a title — enter something like Daily Revenue by Country.
Click Add to Dashboard. The bar chart appears on the canvas.
Not sure which chart type fits your data? Click Ask AI in the visualization panel. Vizdom’s AI assistant analyzes your dataset’s column types and cardinality, then suggests the most effective chart types with a brief explanation for each recommendation.
3

Add a line chart

Click Add Visualization again to add a second chart.
  1. Select the same dataset (or a different one).
  2. Choose Line Chart.
  3. Configure axes:
    • X axis — day.
    • Y axis — signups.
  4. Title it Daily Signups.
Click Add to Dashboard. The line chart is placed on the canvas alongside the bar chart.
4

Arrange the layout

Vizdom uses a drag-and-drop grid layout. In edit mode:
  • Move a visualization by clicking and dragging its title bar to a new position.
  • Resize a visualization by dragging the handle in the bottom-right corner of the card.
  • Delete a visualization by clicking the three-dot menu on the card and selecting Remove.
Arrange the bar chart and line chart side by side, or stack them vertically — whatever makes the most sense for your audience.
5

Add a global date filter

Global filters let viewers slice all visualizations on the dashboard at once.
  1. Click Add Filter in the dashboard toolbar.
  2. Select Date Range as the filter type.
  3. Choose the date column to filter on — for example, day. All datasets on the dashboard that contain a column with this name will respond to the filter automatically.
  4. Set a default range (for example, Last 30 days).
  5. Click Apply.
The date range picker appears at the top of the dashboard. When a viewer changes the range, both charts update instantly.
6

Save and preview

Click Save in the top-right corner to commit your changes.To see what your teammates will see, click Preview (the eye icon). This switches to view mode, hiding all editing controls. Click Edit to return to edit mode at any time.

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Next steps

Share & Collaborate

Invite teammates, set permissions, and share your dashboard via link or embed.

Export

Download your dashboard as a PDF, export data as CSV, or set up scheduled delivery.