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The Omni Agent can automatically suggest and configure visualizations based on your query results, including charts, KPIs, and tables. To learn about building queries with AI, refer to Building queries & filters with AI.

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Requirements

This feature requires enabling the Use Omni Agent setting in AI settings.

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Getting started

After running a query, you can generate a visualization in one of two ways:
  • Prompt the Omni Agent directly: describe the visualization you want (e.g., “Show this as a bar chart” or “Create a table with conditional formatting”).
  • Use auto-suggest: Click the (wand) icon in the Chart Selector section of the Chart Options panel. This opens the Workbook Agent and generates a visualization suggestion based on the best type for your data.
Auto-generate visualization option in the Chart Selector section of the Chart Options panel Once the Omni Agent generates a visualization, you can use the chat to refine it further. For example, you can ask the Omni Agent to change the chart type, adjust colors, or modify formatting.

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Supported visualization types

The Omni Agent can create and configure the following visualization types:
  • Charts: Bar, line, area, pie, scatterplot, heatmap, sankey, and other chart types
  • KPIs: Single-value metrics with formatting and comparison values
  • Tables: Data tables with formatting, conditional styling, and display options
  • Funnels: Visualizations showing sequential stages in a process
  • Maps: Region maps (choropleths) and point maps for geographic and location-based data
  • Markdown: Custom HTML/CSS layouts that combine text, images, data, and visual components like sparklines

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Example prompts

The following examples demonstrate the types of prompts you can use to create and refine visualizations with the Omni Agent.

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Creating and changing visualizations

  • “Show this as a bar chart”
  • “Convert this to a table”
  • “Create a KPI showing total revenue”
  • “Show this as a sankey diagram”
  • “Create a flow chart from source to target”

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Table formatting

  • “Add bars to the revenue column”
  • “Show the image URLs as pictures”
  • “Make the website column clickable”
  • “Highlight values over 1000 in red”
  • “Add a green to red color scale for the score column”

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Table styling and options

  • “Add row banding”
  • “Make the header dark blue with white text”
  • “Freeze the first column”
  • “Add pagination with 50 rows per page”
  • “Group by region”

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Chart customization

  • “Change the colors to blue and green”
  • “Add data labels to the bars”
  • “Move the legend to the bottom”

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Pie and donut charts

  • “Show this as a pie chart”
  • “Create a donut chart of revenue by category”
  • “Make this a pie chart with percentages”
  • “Show product distribution as a donut chart”

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Heatmap charts

  • “Show this as a heatmap”
  • “Create a heatmap of sales by day and hour”
  • “Display this data as a heatmap with a custom color range”
  • “Make a heatmap showing activity by week and day of week”

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Map visualizations

  • “Show orders by state on a map”
  • “Create a region map of sales by country”
  • “Show customer locations on a point map”
  • “Map revenue by region”

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Markdown visualizations

  • “Create a custom HTML layout for this data”
  • “Show this as a formatted text display with sparklines”
  • “Create a rich card layout for these results”
  • “Build a custom dashboard tile with this data”

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Next steps