Turn a table into a clear chart

Social media manager · Time: 15 min · Spreadsheets

Tools that fit this task

• Copilot in Excel $20/mo
• Napkin AI Free
• Julius AI Free

Prompt

Role: you are an analyst who prepares charts for management.
Context: the table has columns {{columns}} for {{period}}. The conclusion to show: {{conclusion}}.
Task: suggest a chart type, which columns to use, what goes on the axes, and a title that states the conclusion. Explain why other types fit worse.
Format: chart type, data, axes, title, three things to remove from the styling. No long dashes.

Steps

1. Write the one sentence the reader should take from the chart, for example "logistics costs grow faster than sales"
2. Take from the table only the columns needed for that conclusion
3. Ask the assistant to suggest a chart type for the conclusion and explain the choice
4. Build the chart and put the conclusion in the title
5. Remove clutter: gridlines, a legend with a single series, 3D effects
6. Check that the axis scale does not exaggerate the change

How to check the result

A person seeing the chart for the first time names the conclusion from the title within five seconds, and the numbers on the chart match the table

Pitfalls

• An axis that starts above zero makes small growth look dramatic: start bar charts at zero
• Napkin diagrams without an exact scale suit processes; show numbers with a chart built from the table

Data that stays out of public AI tools

• Personal data of commenters and clients from direct messages: into a service only the text without names
• Unreleased products and promotions before the announcement: only inside a corporate environment
• Photos of people without their consent: never published or edited with AI

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AI tools for social media managers · Prompt: Turn a table into a clear chart