Charts & Visualizations

Formula Bot can create a variety of charts and visualizations to help you understand your data. This guide covers how to request, customize, and export visualizations.

Requesting Charts

Ask for visualizations naturally:

• "Create a bar chart of sales by region"
• "Show me a line graph of website traffic over time"
• "Make a pie chart of market share by competitor"
• "Plot customer age distribution as a histogram"

Available Chart Types

Bar Charts

Best for comparing categories or discrete values.

Example prompts:

• "Bar chart of revenue by product"
• "Horizontal bar chart of top 10 customers"
• "Stacked bar chart showing sales by region and category"

Line Charts

Best for showing trends over time.

Example prompts:

• "Line chart of monthly revenue for the past year"
• "Multi-line chart comparing traffic by channel"
• "Show stock price movement over time"

Pie & Donut Charts

Best for showing parts of a whole.

Example prompts:

• "Pie chart of expenses by category"
• "Donut chart showing market share"
• "What percentage does each region contribute?"

Scatter Plots

Best for showing relationships between two variables.

Example prompts:

• "Scatter plot of price vs. sales volume"
• "Plot customer satisfaction against retention rate"
• "Show the correlation between ad spend and conversions"

Area Charts

Best for showing cumulative totals over time.

Example prompts:

• "Stacked area chart of revenue by source"
• "Show how our user base has grown"

Tables & Pivot Tables

Best for detailed data exploration.

Example prompts:

• "Create a pivot table of sales by region and quarter"
• "Show a summary table with totals and averages"

Customizing Charts

After a chart is generated, you can request changes:

Modify Chart Type

• "Make that a line chart instead"
• "Convert to a horizontal bar chart"
• "Show this as a table"

Change Colors

• "Use blue and green colors"
• "Make it match our brand colors"
• "Use a gradient color scheme"

Adjust Labels

• "Add data labels to each bar"
• "Include percentage labels"
• "Make the axis labels larger"

Filter Data

• "Only show the top 5 categories"
• "Remove values under $1,000"
• "Focus on Q4 data only"

Interactive Charts

When Interactive Charts is enabled in settings, you can:

• Hover over elements to see exact values
• Click on segments to filter or drill down
• Zoom and pan on time-series charts
• Toggle data series on and off

Brand Kits

Use a Brand Kit to keep chart colors consistent with your other Formula Bot outputs:

1. Open Brand Kits from the dashboard
2. Create a kit or use a starter
3. Choose your main, canvas, and supporting colors
4. Choose Use Brand Kit or select it from chat customization

You can also bind a fixed Brand Kit to an Agent for recurring work. Learn how Brand Kit selection works.

Best Practices

Choose the Right Chart

Data Type	Recommended Chart
Categories comparison	Bar chart
Trends over time	Line chart
Parts of whole	Pie/donut chart
Correlation	Scatter plot
Distribution	Histogram

Keep It Simple

• Don't overload charts with too many data points
• Use clear, descriptive titles
• Limit colors to 5-7 distinct values

Tell a Story

• Highlight the most important insight
• Use annotations for key data points
• Provide context in your request

Exporting Visualizations

Download your charts in various formats:

• PNG - High-quality image for presentations
• SVG - Scalable vector format for editing
• PDF - Print-ready document

Click the download icon on any chart to export.

Next Steps

• Create a Brand Kit
• Export your full analysis
• Manage your chat history