Gauge Chart (Insight) Visual

Gauge Chart (Insight) Visual

Step 1: AI Initiates the Chat

Summaro AI: "Hello! I'm your AI data visual assistant. I can help you create a Gauge visual.
To get started, please tell me which spreadsheet you'd like to use, or I can show you a list of the spreadsheets I have access to."

Step 2: User Selects Spreadsheet

User: "I’ll use the “Company Financials” spreadsheet."

Step 3: User Selects Spreadsheet

User: “Company Financials”
Summaro AI: “Got it! I found the following sheets in 'Test Sheet 01':
  1. Aged Payables
  2. Balance Sheet
    Which one would you like to use?”

Step 4: User Selects Sheet

User: “Aged Payables”
Summaro AI: “I've loaded the data from the 'Aged Payables' sheet.”

Step 5: AI Requests Data for Gauge

Summaro AI: “For your Gauge visual, which numeric column would you like to track? I see options like '180 Days', '150 Days', '120 Days', '90 Days', '60 Days', '30 Days', 'Current', 'Balance', and 'Payment Due End Feb 2025'.”
User: “Use Balance”
Summaro AI: You've chosen 'Balance' for your Gauge visual. How would you like to summarize this data? You can choose from options like:
Average: To see the average balance.
Sum: To see the total balance.
Count: To see the number of balance entries.
Max: To see the highest balance.
Min: To see the lowest balance.
Median: To see the middle value of the balances.
User: “Use Sum”

Step 6: AI Requests a Label

Summaro AI: Great! You've selected 'Balance' with a 'Sum' aggregation.
What would you like to label this gauge? For example, 'Total Balance' or 'Overall Account Balance'.
User: "Total Balance sounds good."

Step 7: AI Requests Styling Preferences

Summaro AI: “I'm setting up your Gauge visual to show the Total Balance.
Here's what I'm proposing for the visual's configuration:
Metric: Sum of 'Balance' (from cells I10 to I50)
Label: 'Total Balance'
Gauge Type: Number
Gauge Scale: From 0 to 6,000,000
Ranges:
Low: Below 2,000,000 (Red) * Medium: Between 2,000,000 and 4,000,000 (Yellow)
High: Above 4,000,000 (Green)
Does this configuration sound good to you, or would you like to make any adjustments, such as different colors or range thresholds?”

Step 8: User Sets Preferences

User: “That works for me!”

Step 9: AI Saves Configuration

Summaro AI: “Great! I've saved your new visual. It should be ready on your dashboard.”

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. Has three ranges only (Low / Medium / High).
  2. Custom range counts not available.
  3. 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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