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Nectari Copilot for Charts

Nectari Copilot in charts, such as gauges, maps, or pies, uses the data on screen to provide insights, recommendations, and execute instructions. It can explain what the data shows, identify trends and anomalies, suggest improvements to the chart structure, and make changes directly based on your instructions. It works with standalone charts and is available whether you are using Nectari in Acumatica or Sage. If working with worksheets, Nectari Copilot works differently.

What charts can do​

Views display data from a data model in a structured format. Each view is built on a data model and shows a filtered or organized subset of that data. Views can be opened as charts, gauges, maps, or other formats depending on the data model configuration.

  • Filtering: standard filters, selection pages, dockable filters, and advanced filter expressions.
  • Grouping and sorting: organize data by dimensions, add subtotals, and sort by any measure.
  • Calculated columns: add custom calculations and pivot columns directly in the view.
  • Export and print: export data to Excel or PDF, or print directly from the view.
  • Sharing: publish views, send comments, subscribe to distribution, or share with specific users.
  • Column management: show, hide, reorder, and resize columns.
  • Design: configure titles, grid lines, legends, labels, tooltips, marked zones, maps, markers, and indicators.
  • Themes and animation: change the style and add visual effects.

Prompt ideas​

Insights​

Insights are observations and explanations based on the data in your view. They can describe what the data shows, identify trends, highlight anomalies, and explain changes over time.

  • What type of view should I use if I want to analyse margin per month?Copy
  • Do you see any outliers in the current view?Copy
  • Analyse this chart and tell me what you notice.Copy
  • Are there any territories on this map that need more attention from my sales team?Copy
  • List the values for every category currently displayed.Copy
  • What is the total value for this category?Copy

Recommendations​

Recommendations suggest ways to improve the view structure, layout, or content coverage.

  • Based on the current data model, what bar chart could I create?Copy
  • How can I change this view so it focuses more on margin analysis?Copy

Instructions​

Instructions are direct commands that update the view. Use these to modify the view structure, apply changes, or generate content without doing it manually.

  • In the vertical bar chart, add a series for the quantity.Copy
  • Remove all the series except the amount.Copy
  • Sort the customers in descending order based on the amount.Copy
  • Only keep the top 5 customers in the pie chart.Copy
  • Change the amount in the stacked bar chart to display as an average.Copy
  • Add the Month category after the Year.Copy
  • Make this combination chart look more professional.Copy
  • Add a title that describes the data in this radar chart.Copy
  • Add an axis title to the area chart explaining what each axis measures.Copy
  • Change the orientation of the series labels to 45 degrees.Copy
  • Hide the legend in the scatter chart.Copy
  • Add a marked zone between 100k and 120k.Copy
  • Change the marked zone colour to red in the waterfall chart.Copy