Creating charts, dashboards & diagrams Guide

The AI Assistant can turn your numbers and ideas into visuals — bar and line charts, multi-metric dashboards, and flow and process diagrams — directly in the chat. You describe what you want, it builds the deliverable, and you can preview, refine, and download it without leaving the conversation.

What you can create

Ask the assistant to visualize almost anything you can describe or share:

• Charts — bar, line, pie, and similar views to compare figures or show a trend over time.
• Dashboards — a single view that combines several metrics and charts, useful for a snapshot of performance.
• Diagrams — flowcharts, process maps, org structures, and other relationship views that explain how something connects or moves.

These are real deliverables: once created, you can preview them in chat, download them, and attach or send them elsewhere.

Create a chart or diagram from a prompt

The fastest way to start is to simply describe what you want.

1. Open a chat and type your request in the composer — for example, ask for a chart of a set of figures you paste in, or a diagram of a process you outline.
2. Include the specifics that matter: the numbers or steps, the type of visual, and any labels or grouping you want.
3. Press Send (or Enter). The assistant builds the visual and shows it in the reply as it works.
4. Review the result, then ask for changes in plain language — swap the chart type, reorder items, adjust labels, or change the title.

Tip: The more precise your request, the closer the first draft. Naming the visual type ("a line chart," "a flowchart"), the comparison you care about, and the labels you want up front saves a round of edits.

Turn a spreadsheet or file into a visual

If your data already lives in a file, attach it and let the assistant read it.

1. Click the paperclip in the composer (or drag and drop) to attach a spreadsheet, CSV, or other data file to your message.
2. In the same message, tell the assistant what to visualize — for example, which columns to chart, how to group them, or which metrics belong on a dashboard.
3. Send the message. The assistant reads the file, builds the visual, and can also summarize or highlight what the numbers show.
4. Refine as needed by replying with the adjustments you want.

Common data file types such as CSV, XLSX, and JSON are supported. Everything you upload is listed in the "Files in this chat" panel for that conversation, so you can revisit what you shared.

Refine and iterate

Visuals are meant to be adjusted conversationally. You don't need to start over to make a change.

• Ask to change the chart type, colors emphasis, ordering, or titles.
• Ask to add or remove a series, metric, or step.
• Ask for a different framing — for example, a percentage view instead of raw totals.
• If a reply heads in the wrong direction, use the Stop button, then send a clearer instruction.

Download and share

When a visual looks right, you can take it out of the chat.

1. Use the download option on the deliverable to save it to your device.
2. Attach it to an email or message through your connected apps, or drop it into another document.
3. Ask the assistant to package the visual into a larger deliverable — for example, include a chart in a PDF report or a spreadsheet.

Note: When you ask the assistant to send a deliverable somewhere on your behalf, it shows an Approve card first. Nothing leaves your chat until you confirm.

Tips for better results

• Clean data helps. Clear column headers and consistent values give the assistant an easier read and a more accurate chart.
• State the takeaway. Telling the assistant the point you want the visual to make ("show that Q4 was the strongest quarter") helps it choose the right chart and emphasis.
• Build up gradually. Start with one chart, confirm it's right, then ask to combine several into a dashboard.
• Choose your model for heavier work. For complex, multi-metric dashboards you can pick a more capable model from the model picker before you begin.