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Data Visualizer

Data Visualizer helps you create charts, graphs, and diagrams from your data using AI assistance.

Overview

Section titled “Overview”

Data Visualizer can:

  • Generate charts from data you provide
  • Create various visualization types (bar, line, pie, etc.)
  • Analyze data and suggest appropriate visualizations
  • Export charts for use in presentations and reports

Accessing Data Visualizer

Section titled “Accessing Data Visualizer”

Click Data Visualizer in the App Drawer section of the sidebar.

Creating Visualizations

Section titled “Creating Visualizations”

From the AI Assistant

Section titled “From the AI Assistant”

The quickest way to create visualizations is through the AI Assistant:

"Create a bar chart showing monthly expenses"
"Visualize the budget allocation by department"
"Generate a pie chart of project time distribution"

The AI will generate an appropriate chart based on your request and available data.

From Data Visualizer Tool

Section titled “From Data Visualizer Tool”

  1. Open Data Visualizer

    Navigate to Data Visualizer from the App Drawer.

  2. Provide Your Data

    You can provide data by:

    • Typing or pasting data directly
    • Uploading a spreadsheet (CSV, Excel)
    • Referencing data from connected sources

  3. Describe Your Visualization

    Describe what you want to visualize:

    • What story should the chart tell?
    • What comparisons should it show?
    • What type of chart would you prefer?

  4. Review and Customize

    Review the generated chart and customize as needed:

    • Change chart type
    • Adjust colors and labels
    • Modify titles and legends

  5. Export

    Download the chart for use in other applications.

Chart Types

Section titled “Chart Types”

Data Visualizer supports various chart types:

Chart TypeBest For
Bar ChartComparing categories, showing rankings
Line ChartTrends over time, continuous data
Pie ChartPart-to-whole relationships, proportions
Area ChartCumulative trends, volume over time
Scatter PlotRelationships between variables
TableDetailed data presentation

Working with Data

Section titled “Working with Data”

Data Formats

Section titled “Data Formats”

Data Visualizer accepts data in various formats:

  • CSV files — Comma-separated values
  • Excel files — .xlsx and .xls formats
  • Pasted data — Tab or comma-separated text
  • JSON — Structured data format

Data Requirements

Section titled “Data Requirements”

For best results:

  • Include clear column headers
  • Use consistent data formats (dates, numbers)
  • Clean data of errors and inconsistencies
  • Ensure data is complete (minimal missing values)

Customizing Charts

Section titled “Customizing Charts”

Titles and Labels

Section titled “Titles and Labels”
  • Add descriptive chart titles
  • Label axes clearly
  • Include units where appropriate
  • Add legends for multiple data series

Colors and Styling

Section titled “Colors and Styling”
  • Adjust colors for clarity or branding
  • Ensure sufficient contrast for readability
  • Use consistent styling across related charts

Data Display

Section titled “Data Display”
  • Choose appropriate scales
  • Decide on data point labels
  • Configure gridlines and reference lines

Exporting Charts

Section titled “Exporting Charts”

Download Options

Section titled “Download Options”

Export charts in various formats:

  • PNG — Image format for documents and presentations
  • SVG — Vector format for scalable graphics
  • PDF — Document format for reports

Using in Other Applications

Section titled “Using in Other Applications”

Exported charts can be used in:

  • Presentations (PowerPoint, Google Slides)
  • Documents (Word, Google Docs)
  • Reports and dashboards
  • Websites and applications

Use Cases

Section titled “Use Cases”

Budget Visualization

Section titled “Budget Visualization”
"Create a pie chart showing budget allocation across departments"
"Show monthly spending trends as a line chart"
"Compare this year's budget to last year with a grouped bar chart"

Project Metrics

Section titled “Project Metrics”
"Visualize project progress as a completion percentage"
"Show task distribution across team members"
"Create a timeline of project milestones"

Performance Data

Section titled “Performance Data”
"Chart response times over the past quarter"
"Show ticket resolution rates by category"
"Compare performance metrics across teams"

Best Practices

Section titled “Best Practices”

Choosing Chart Types

Section titled “Choosing Chart Types”
  • Bar charts for comparing distinct categories
  • Line charts for showing trends over time
  • Pie charts for showing proportions (limit to 5-7 segments)
  • Tables when exact values matter

Design Principles

Section titled “Design Principles”
  • Keep charts simple and focused
  • Use clear, descriptive titles
  • Avoid cluttering with too much information
  • Ensure text is readable at the final size

Data Accuracy

Section titled “Data Accuracy”
  • Verify data before visualizing
  • Check that scales are appropriate
  • Ensure axes start at logical values
  • Double-check calculations and aggregations

Troubleshooting

Section titled “Troubleshooting”

Chart Not Generating

Section titled “Chart Not Generating”
  • Check data format compatibility
  • Ensure data has clear headers
  • Verify sufficient data points exist
  • Try a simpler chart type first

Incorrect Visualization

Section titled “Incorrect Visualization”
  • Review data for errors
  • Specify the chart type explicitly
  • Provide more context about what you want to show
  • Check data types (dates, numbers, text)

Export Issues

Section titled “Export Issues”
  • Try a different export format
  • Check file size limits
  • Ensure the chart rendered completely
  • Refresh and try again if issues persist

Next Steps

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