Step 1: AI Initiates the Chat
Summaro AI: "Hello! I'm your data visual assistant. I can help you create an Area Graph. To get started, please tell me which spreadsheet you'd like to use, or I can show you a list of available spreadsheets."
Step 2: User Selects Spreadsheet
User: “Company Financials”
Summaro AI: “Got it! I found the following sheets in 'Company Financials':
- Balance Sheet
- Ratios
- Cashflow Yearly
Which one would you like to use?”
Step 3: User Selects Sheet
User: “Ratios”
Summaro AI: “You’ve selected 'Ratios'. Let me take a look and suggest some options for your Area Graph.”
Step 4: AI Suggests Visual Configurations
“Here are a few options:
● Profitability Ratios – Net Operating Profit Margin, Return on Assets, Return on Equity
● EBITDA & Net Profit ✅ (Selected)
● Liquidity Ratios – Current Ratio, Acid Test”
Step 5: User Chooses Configuration
User: “Let’s go with Configuration 2.”
Summaro AI: “Excellent! I’ve selected EBITDA and Net Profit across:
Jan 2025, Jan 2024, YTD 2025, and YTD 2024.”
Step 6: AI Requests Styling Preferences
“Would you like to customize the graph colors? You can also choose to highlight the highest and lowest values.”
Step 7: User Sets Colors
User: “For EBITDA, use light blue #4a90e2. For Net Profit, use red #d0021b.”
Summaro AI: “Got it!”
Summaro AI: “Do you want to apply any color formatting to the visual, such as distinct colors for the highest and lowest data points?”
User: “Use green for the highest points, and red for the lowest points.”
Summaro AI: “Would you like to apply any conditional formatting to the visual? This can highlight data points that meet a specific rule, like values greater than a certain number.”
User: “Highlight values above 1000 and give Jan 2025 a ⭐emoji.”
Step 9: AI Confirms the Configuration
Summaro AI:
“Here's a summary of your Area Graph configuration:
- Y-Axis Series 1: 'EBITDA' (E11:F11) - #4a90e2
- Y-Axis Series 2: 'Net Profit' (E12:F12) - #d0021b
- Label Axis: 'Jan 2025', 'Jan 2024' (E8:F8)
- Color Formatting: Highest points will be green, lowest points will be red.
- Conditional Formatting: Values more than 1000 will be highlighted. This will apply to both series.
- Emoji: A ⭐ emoji will represent 'Jan 2025'."
Step 10: AI Offers to Save the Visual
Summaro AI: “Does this all look correct, and would you like me to save this visual?”
User: “Yes, save the visual.”
Step 11: Area Chart Generated
Summaro AI: “I've saved your visual! You can check your dashboard now.”
Step 12: Offer to Save as Preset
Summaro AI: “Would you like to save this conversation as a preset for future use? This would allow you to quickly recreate this visual or similar ones.”
User: “Yes, create a preset.” (optional)
Usage Notes
- Needs at least two columns (X and Y).
- Adding new rows later won’t auto-update the graph.
- If two series have similar values, they may overlap; transparency not available.
- Works best for small or medium datasets.
- If you add new rows or columns in your data source, you need to edit the visual and update the mapping to show the latest data.