Important Note:
We suggest that you create individual visuals per data set for the best results.
Step 1: AI Initiates the Chat
Summaro AI: "Hello! I'm your data visual assistant, and I'm ready to help you create a Cumulative Waterfall Chart. To get started, please tell me which spreadsheet you'd like to use. If you'd like to see a list of available spreadsheets, just let me know!"
Step 2: User Selects Spreadsheet
User: “Use ‘Sales Data.”
Summaro AI: “Here are the sheets available:
- 2025 Monthly Sales
- 2024 Monthly Sales
Which one would you like?”
Step 3: User Selects Sheet
User: “2025 Monthly Sales”
Summaro AI: “I've retrieved the data from the '2025 Monthly Sales' sheet.”
Step 4: AI Suggests Configuration
Summaro AI:
“Based on your data, I suggest the following visual configuration for your Cumulative Waterfall Chart:
Configuration 1:
Label Axis: Column A (Month) - This will represent the different months.
Y-Axis: Column B (Sales Value) - This will show the sales value for each month.”
Step 5: User Confirms and Adds Target Line
User: “Yes, include the sales target.”
Summaro AI: “Perfect. We’ll plot both actual cumulative sales and cumulative targets.”
Step 6: AI Requests Style Preferences
Summaro AI: “I would suggest the following colours:
Positive points color: Green
Negative points color: Red
Would you like to proceed with this configuration, or do you have something else in mind? Also, would you like to specify colors for the highest and lowest points in the visual, or apply any conditional formatting?”
User: "Use #3872FA for positive points, and #E1306C for negative points. Show the highest points in #7928CA and the lowest points in #ED1B1B. Highlight values over 2000."
Step 7: Final Setup Summary
Summaro AI:
“This Cumulative Waterfall Chart represents the monthly sales values for the year 2025. Each bar shows the sales value for a specific month, and the cumulative effect of these sales is displayed across the chart. The purpose of this visual is to illustrate the contribution of each month's sales to the overall sales trend throughout the year, highlighting periods of growth and decline. The positive sales values are shown in #3872FA, while negative sales values are shown in #E1306C. The highest sales month is highlighted in #7928CA and the lowest sales month is highlighted in #ED1B1B. Additionally, values over 2000 are highlighted with conditional formatting.”
Step 8: 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 9: Area Chart Generated
Summaro AI: “I've saved your visual! You can check your dashboard now.”
Step 10: 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 two columns (minimum).
- Target line must be added during setup.
- 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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