Step 1: AI Initiates the Chat
Summaro AI: "Hello! I'm your data visual assistant. I can help you create a line 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: "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 'Company Financials':
- Balance Sheet
- Ratios
- Receipts December 2024
Which one would you like to use?”
Step 4: User Selects Sheet
User: “Receipts December 2024”
Summaro AI: “Thanks! I've retrieved the data from "Receipts December 2024".”
Step 5: AI Suggests Visual Configuration
Summaro AI: “Here are a few line chart suggestions based on this data:
Option 1: Daily Receipt Amounts
Label Axis: Column A ("Date")
Y-Axis: Column C ("Amount"), shown in blue.
Description: This line chart illustrates the daily receipt amounts in December 2024, showing the fluctuations and trends in revenue over the month.
Option 2: Cumulative Receipt Amounts Over Time
Label Axis: Column A ("Date")
Y-Axis: Column D ("Cumulative"), shown in green.
Description: This line chart visualizes the cumulative receipt amounts throughout December 2024, providing a running total of revenue and highlighting periods of significant growth.
Option 3: Receipt Amounts by Location
Label Axis: Column E ("Location")
Y-Axis: Column C ("Amount"), shown in red.
Description: This line chart displays the receipt amounts categorized by location, allowing for a comparison of revenue generation across different regions.
Do any of these options work for you, or would you like to explore other configurations?”
Step 6: User Confirms Configuration
User: “Use Option 1.”
Summaro AI: "Great choice! Let's go with "Daily Receipt Amounts"."
Step 7: AI Requests Styling Preferences
Summaro AI: “Before I save this visual, would you like to:
Change the color of the line?
Add any conditional formatting (e.g., highlight amounts above a certain value)?
Represent specific data points with an emoji or icon?”
Step 8: User Sets Styling
User: “Use purple for the line. Highlight the highest point in green, and the lowest point in red.”
Step 9: AI Confirms the Configuration
Summaro AI: “We are creating a line chart for the "Receipts December 2024" sheet.
The Label Axis will be "Date" (Column A).
The Y-Axis will be "Amount" (Column C).
The line for "Amount" will be purple.
The highest point on the chart will be highlighted in green.
The lowest point on the chart will be highlighted in red."
Step 10: 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 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
- Highlights the highest & lowest points only.
- Needs X and Y columns.
- 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.