Bar Graph Visual

Bar Graph Visual

Step 1: AI Initiates the Chat

Summaro AI: "Hello! I’m your data visual assistant. I’ll help you create a Bar Graph. To begin, which spreadsheet would you like to use? I can also show you a list of available spreadsheets."

Step 2: User Selects Spreadsheet

User: "Company Financials"
Summaro AI: "Great. Here are the sheets in 'Company Financials':
  1. Balance Sheet
  2. Income Statement Summary
  3. Ratios
  4. Cashflow Yearly
    Which one would you like to use?"

Step 3: User Selects Sheet

User: "Income Statement Summary"
Summaro AI: "Got it. Let's set up your Bar Chart using 'Income Statement Summary'."

Step 4: AI Requests Axis & Series Details

Summaro AI:
"Based on your data, I suggest these visual configurations:

Configuration 1: Monthly Total Sales
This visual will display the "Total Sales" for each month from December 2023 to January 2025.
The months will be on the horizontal axis, and the sales figures will be on the vertical axis.

Configuration 2: Monthly Gross Profit
This visual will show the "Gross Profit (1st)" for each month from December 2023 to January 2025.
The months will be on the horizontal axis, and the gross profit figures will be on the vertical axis.

Configuration 3: Monthly Total Expenses
This visual will illustrate the "Total Expenses" for each month from December 2023 to January 2025.
The months will be on the horizontal axis, and the total expense figures will be on the vertical axis.

Do any of these suggestions sound good, or do you have something else in mind?"

Step 5: User Selects Option

User: "Use configuration 2"
Summaro AI: "Great choice! We'll create a bar visual showing the "Gross Profit (1st)" for each month.
I'll set up the visual to display the months from December 2023 to January 2025 on the horizontal axis, and the corresponding "Gross Profit (1st)" values on the vertical axis."

Step 6: AI Requests Styling Preferences

Summaro AI: "For the bars representing "Gross Profit (1st)", would you like to suggest a specific color, or would you like me to choose one for you?"
User: "Use purple."
Summaro AI: "You've chosen purple for the "Gross Profit (1st)" bars, that's a great choice!

Step 7: User Sets Conditions

Summaro AI: "Before I save this, would you like to apply any special color formatting? For example, we could highlight the highest and lowest gross profit points in different colors. Also, since this is a single series, we could set specific colors for positive and negative gross profit values."
User: "Highlight the highest point in #10B981 and lowest point in #E1306C."
Summaro AI: "Got it! We'll highlight the highest gross profit point in #10B981 and the lowest gross profit point in #E1306C.
Would you like to apply any conditional formatting to this visual? For instance, we could automatically highlight any bars that meet a certain condition, like values above or below a specific number."
User: "Highlight any values above 2,500,000"

Step 8: AI Confirms the Configuration

Summaro AI:
"Here's a summary of your bar visual configuration:

Spreadsheet: "Company Financials"
Sheet: "Income Statement Summary"
Visual Type: Bar Chart
Horizontal Axis (Labels): Months from December 2023 to January 2025 (data from cell range A5:L5)
Vertical Axis (Values): "Gross Profit (1st)" for each month (data from cell range AA73:M73)
Bar Color: Purple
Color Formatting:
Highest point: #10B981
Lowest point: #E1306C
Conditional Formatting: Highlight values greater than 2,500,000 (system-defined highlight color)"

Step 9: AI Offers to Save the Visual

Summaro AI: “Does this all look correct, and would you like me to save this visual configuration?”
User: “Yes, save the visual.”

Step 10: Area Chart Generated

Summaro AI: “I've saved your visual! You can check your dashboard now.”

Step 11: 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

  1. Does not support currencies.
  2. Needs X and Y axes.
  3. Supports simple (<, >, =) rules only.
  4. 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.

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