DuckVizFirst-Time Experience
What new users see on first login, how the 4-step checklist works, and how to restart the tour later.
DuckViz greets new accounts with a 4-step orientation: load data, open the Explorer, create a widget, save a dashboard. It's a checklist, not a modal — you can ignore it, finish it, or restart it from Settings any time.
The welcome hero
The first time you land on Home signed in, a welcome card appears above your usual quick-actions:
Let's get your first chart on screen
[Try a sample (15s)] [Pick another] [Upload your own]
Click Try a sample and DuckViz loads csv-ecommerce-orders, routes you to the Explorer, and ingests the file in one go — no upload required. Pick another opens the full sample list; Upload your own opens the file picker.
The small × in the corner skips orientation entirely. The hero won't reappear, but the checklist still runs in the background until you complete it or dismiss it.
The 4 steps
| # | Step | Triggered when you… |
|---|---|---|
| 1 | Load data | Click Try a sample, pick an example, or upload a file |
| 2 | Open Explorer | Land on /directory for the first time |
| 3 | Create a widget | Add a widget to a dashboard (AI-generated or saved from a query) |
| 4 | Save a dashboard | Create your first dashboard from /directory |
Each step flips a flag in your local profile and syncs to your account. When all four are done, the checklist shows a green You're all set — finish button.
The Explorer tour
The first time you reach the Explorer, a portal-rendered halo highlights three panels in turn — the file tree, the SQL/data view, and the widgets panel — with a small card at the bottom telling you what each does. Skip it any time with × or Skip.
The tour targets panels by ID, so it works whether you've resized the layout or not. If the layout shifts mid-tour, the halo follows.
The checklist
A small floating card sits in the bottom-right corner with your progress:
- Done steps are line-throughs with a check mark
- Pending steps are dim with a dashed circle
- Click any pending step to navigate where it can be completed (e.g. Load data routes you to
/home)
The checklist hides itself on /directory so it doesn't overlap the Explorer tour, and reappears everywhere else.
Skipping vs dismissing vs finishing
Three different exits, three different behaviors:
| Action | Where | Effect |
|---|---|---|
| Skip (× on the welcome hero) | Home | Stamps onboarding as finished. Hero and checklist both disappear. |
| Dismiss (× on the checklist) | Anywhere | Hides the checklist for this session/device. Onboarding still not marked finished — checklist returns on next sign-in until you actually finish or restart. |
| You're all set — finish | Checklist, after step 4 | Marks onboarding finished and removes the checklist permanently. |
Restarting later
Go to Settings → Restart onboarding. This:
- Clears all step progress
- Reverts your finished timestamp
- Routes you back to
/homeso the welcome hero is the next thing you see
Useful if you want to walk a teammate through it on your screen, or if you missed the tour the first time.
Where progress lives
Your onboarding progress syncs across devices when you sign in, so finishing on your laptop also marks you finished on your phone. Sign-out keeps the local copy intact — sign back in on the same browser and you stay finished.
See also
- Quickstart — the same flow without the checklist scaffold
- Concepts — what each step is teaching you
- Account — where Restart onboarding lives in Settings