Finance & analysis
AI chart and analysis brief
A chart-oriented workbook or analysis brief with consistent units, a suitable visual, and visible data limitations.
For owners turning a small data table into a clear analytical view.
What you can request
A chart-oriented workbook or analysis brief with consistent units, a suitable visual, and visible data limitations.
Start with the required details, then add files and authorized context in Workspace. Review progress, revise the result, and export the supported format that fits your task. Your account’s existing usage limits apply.
- Generated charts are based on supplied or authorized data; this is not a live BI connection.
How to use chart and analysis brief
Describe the columns, periods, units, and question. Supply representative values or attach an authorized data file in Workspace.
Choose a chart for the comparison: a line for a time series, bars for categories, or another supported structure where it fits the question.
Check axes, missing values, totals, and interpretation. Explain whether a change is an observation or a hypothesized cause.
What to check before using the result
The sample cannot establish seasonality or the cause of the change from three points.
- Axes and units are labeled.
- Missing values do not become zeros.
- The chart does not imply unsupported causation.
Inspect a worked example
Prepared fictional example · not a live AI run or customer story
Starting information
- Data columns and example values
- Month and booked jobs: July 30; August 35; September 40
- Question the chart should answer
- How did bookings change over the supplied period?
- Preferred chart type and units
- Column chart; units are jobs
Prepared output excerpt
- July to September: increase of 10 jobs.
- Relative change from July: 10 / 30 = 33.33%.
- Visual: three labeled monthly columns.
- Interpretation: growth is observed; the cause is not supplied.
The sample cannot establish seasonality or the cause of the change from three points.
Questions about this workflow
Can I request an Excel chart?
Specify the data and supported chart type. Review the generated workbook and any unsupported-feature errors.
Does it connect to dashboards?
This workflow creates a file or analytical brief. Connected live data requires an independently supported and authorized integration.
Sources and scope
Methods and product boundaries reviewed 2026-10-11. The example is a prepared fixture; it is not proof of a live provider run.
- Kona capabilities and current limits · Kona Business
- Plan your business · U.S. Small Business Administration