Tables and charts

Assista X answers with tables, charts and calendars when the data calls for them. You can work with them in place: expand a table, download it, turn it into a pivot or a chart, and restyle a chart.

What you can do

Feature	What it does
Expand a table	Open a table in a larger window
Download data	Export the table to CSV or Excel
Visualize	Turn a table into a chart with a type and color theme of your choice
Convert to pivot	Group a table by one column and total a numeric column
Chart types	Switch between bar, line, area, pie, donut, scatter, and for tables also radar, heatmap, funnel, gauge and sankey
Color themes	Restyle a chart with a built-in palette
Trend overlays	Add a trend line, a moving average and a forecast to a time series
Export PNG	Save a chart as an image
Calendar	See tasks, leaves and deadlines laid out by date

Assista X also lets you click a row to see what is behind it, group the data differently, change the chart colors, and see where a trend is heading, all from the same answer.

Tables

Any answer that lists records appears as a table. Move the pointer over the table and select Expand (the expand icon at the top right) to open it in a large window.

The window has these controls:

Control	What it does
Visualize / Hide chart	Show or hide a chart built from the table. Available when the table has data that can be charted
Download data	Opens a menu with Export to CSV (.csv) and Export to Excel (.xlsx)
Convert to pivot / Show table	Switch between the table and a pivot view. Available when Assista X offers a pivot for that table
Close (X)	Close the window

A table in the chat shows up to 25 rows. If more rows match, the answer says "Showing 25 of N records", and you can ask to filter further or to see more.

Pivot view

When a table has three or more columns and at least one numeric column, Assista X can offer a pivot. Select Convert to pivot and use the pivot bar:

1. In Rows, choose the column to group by.
2. In Values, choose the numeric column to total.
3. Choose the calculation: Sum, Avg, Count, Min or Max.

The pivot lists each group, its value and its Share of the total, with a Total row at the end. Groups are sorted from the highest value to the lowest. Assista X chooses sensible defaults: Sum for money and quantities, Avg for rates and percentages, Count for categories.

You can switch the pivot offer off for a chat. See Session settings.

Charts from a table

1. Expand a table and select Visualize.
2. Choose a chart type from the row of types: Bar, Line, Area, Pie, Donut, Scatter, Radar, Heatmap, Funnel, Gauge or Sankey.
3. Choose a color theme: Default, Sunset, Ocean, Forest or Pastel.
4. Select Export PNG (the download icon) to save the chart as an image.

Charts in answers

When your data has numbers to compare, Assista X adds charts to the answer on its own. If it adds several, they appear as tabs with the chart titles.

Above a chart you see:

• Export PNG to save the chart as an image.
• A Fullscreen and Exit fullscreen button, and a Close button.
• Chart type with Bar, Line, Area, Pie, Donut and Scatter.
• Color theme with the five palettes.
• Overlays, for time series (see below).

Chart styling

Depending on your question, Assista X can also:

• Highlight named bars or slices, for example a top performer or an anomaly, with a color and a short label.
• Color points by a rule when you mention a target, budget or limit. A dashed limit line is drawn at the value, and the points that meet or miss it get different colors. This is not used for pie or donut charts.
• Use semantic colors such as red for loss and green for profit, or your own brand colors if you ask for them.
• Draw several series in one chart, for example actual against target.

Trend overlays and forecasts

For a bar, line or area chart with a time axis (months, quarters, weeks, years or dates) and at least four points, Assista X turns on Overlays. You can toggle each one:

Overlay	What it shows
Trend line	The direction of the series
3-mo avg	A moving average over three periods. Ask for another window, such as six periods, and the label changes to match
Forecast	The next period. Ask for two or three points to see more of them

Overlays are not added to charts whose x axis holds names or categories, such as customers or products, because a trend over categories has no meaning. You do not need to calculate the overlays. Ask, for example, "Show monthly revenue for the last 12 months with a trend line and a forecast".

Calendars and the clock

For tasks, deadlines, leaves and other date-based records, Assista X can show a calendar. It opens in the month view, or the week view if you ask about a specific week. Events are color-coded by type: tasks blue, invoices red, leaves orange, timesheets green and sales orders purple. Dates are shown in your time zone. A clock only appears if you ask for the time.

Session settings

In the chat top bar, Session settings has two switches for the current chat:

Switch	What it does
Charts & overlays	Auto-generate charts with trend lines
Pivot table hints	Suggest a pivot setup after tables

Tips and limits

• Time-series questions get a line or area chart. Breakdowns and shares get bar, pie or donut charts.
• Charts from a table are built from the rows shown in that table.
• Ask in words to change a chart, for example "Show this as a pie chart" or "Compare this quarter by region as a bar chart".
• Use Analytical mode to get several charts for each question.

Next steps

• Ask questions
• Reports
• Troubleshooting