AI Chart Builder

The AI Builder Wizard in Infinity allows users to create charts effortlessly using natural language inputs, automating data selection, transformation, and visualization. Follow these steps to generate and customize charts with AI.

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Step 1: Access the AI Builder

1. Click on the "AI Builder Icon" in the left sidebar.

💡 This will initiate the AI Builder, which automates the chart creation process.

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Step 2: Enter a Prompt

1. In the input box, type a natural language query, such as:

   • "Sales by month"

   • "Compare revenue by region"

2. Provide additional details if needed, including:

   • Column names (e.g., total_sales, date)

   • Business rules (e.g., exclude refunds)

   • Aggregation rules (e.g., sum, average, count)

📌 The more details provided, the more accurate the AI-generated chart will be.

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Step 3: Click "Next"

1. Review the provided information.

2. Click "Next" to proceed.

🛠️ The AI will analyze your input and guide you through the next steps.

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Step 4: Select the Data Source and Relevant Tables

1. Choose a data source from the available options:

   • Public datasets

   • Uploaded files

   • Beacons

   • Connected databases

2. Select the relevant tables for your chart.

🔍 Ensure that the correct tables are chosen for accurate data visualization.

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Step 5: Fill in Additional Information

1. AI Builder may prompt for additional inputs, such as:

   • Date range selection

   • Filters (e.g., region = "North America")

   • Grouping conditions

2. Enter the necessary details to refine your visualization.

📊 These settings help fine-tune the chart output based on your analysis needs.

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Step 6: Click "Next" to Proceed

1. After reviewing all selections, click "Next" to continue.

2. The AI will process the query and generate the chart.

⏳ This step allows the AI to execute data processing and chart generation in the background.

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Step 8: AI Generates the Chart & Opens the Customization Page

1. The AI automatically builds the chart based on your input.

2. You will be redirected to the Customization Page, where you can:

   • Modify chart type, colors, labels, and layout.

   • Adjust filters, axis settings, and formatting.

   • Add annotations, titles, and custom calculations.

🎨 Customize the chart to fit your exact requirements before saving.

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Step 9: Save Your Chart

1. Once satisfied with your chart, click "Save".

2. The chart will be stored in your dashboard for future access and analysis.

💾 Your customized chart is now ready for use in reports and presentations.

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Next Steps

For advanced customization options, refer to the Customization Guide, which covers:

• Using the point-and-click wizard for modifications.

• Leveraging the AI chatbot for additional refinements.

• Utilizing the JavaScript editor for advanced customizations.

🚀 With AI Builder, chart creation is fast, intuitive, and fully automated, allowing users to focus on insights rather than manual configurations.