Step 1: AI Initiates the Chat
Summaro AI: "Hello! I'm your AI data visual assistant, and I'm here to help you create a Pie Chart. 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: “Company Financials”
Summaro AI: “Got it! I found the following sheets in 'Company Financials':
- Balance Sheet
- Ratios
- Aged Receivables
Which one would you like to use?”
Step 3: User Selects Sheet
User: “Aged Receivables”
Summaro AI: “I've retrieved the data from the "Aged Receivables" sheet. This sheet contains information about outstanding balances from customers, categorized by how old the receivables are.”
Step 5: AI Suggests Visual Configuration
Summaro AI: “Based on this data, I can suggest the following Pie Chart visuals:
Configuration 1: Customer Outstanding Balances
Slices (Categories): This visual would show each customer as a slice of the pie. I would use the column containing customer names (from A10 to A376).
Values (Size of Slices): The size of each slice would represent the total outstanding balance for that customer (from I10 to I376).
Description: This Pie Chart would illustrate the proportion of each customer's outstanding balance relative to the total aged receivables. It helps to quickly identify which customers have the largest share of the outstanding amounts.
Arithmetic Function: Sum of values for each customer.
Configuration 2: Breakdown by Aging Period * Slices (Categories):
This visual would categorize the outstanding amounts by their aging period, such as "180 Days", "150 Days", "Current", etc. I would use the row containing these aging period headers (from B5 to H5).
Values (Size of Slices): The size of each slice would represent the total amount for each aging period across all customers (from B377 to H377).
Description: This Pie Chart would show the distribution of your aged receivables across different time categories. It helps to understand how much of your outstanding money is current versus how much is significantly overdue.
Arithmetic Function: Sum of values for each aging period.
Do either of these suggestions work for you, or would you like to explore a different way to visualize this data?”
Step 6: User Confirms Configuration
User: “Use Configuration 2”
Step 7: AI Requests Styling Preferences
Summaro AI: “Before I save this, do you have any preferences for colors? For example, would you like to set a specific color for the highest or lowest value points, or perhaps for positive and negative values if applicable? Also, would you like to apply any conditional formatting, such as highlighting values above or below a certain amount?”
Step 8: User Sets Styling
User: “Use #E1306C for the highest value, and #7928CA for the lowest value.”
Step 9: AI Confirms and Saves Configuration
Summaro AI: “Great! I've saved your new visual with the following configuration:
This pie visual represents the distribution of total outstanding balances across different aging periods in the 'Aged Receivables' sheet of 'Test Sheet 01'. Each slice of the pie represents an aging period (180 Days, 150 Days, 120 Days, 90 Days, 60 Days, 30 Days, and Current), and the size of the slice corresponds to the total balance for that period. The highest total balance will be highlighted with color #E1306C and the lowest total balance will be highlighted with color #7928CA. This visual helps to quickly identify which aging periods have the largest and smallest outstanding amounts.”
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
- Shows up to 7 slices (Top 6 + “Others”).
- Needs one column for labels + one for values.
- 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.