Chart assist

Chart assist is an Artificial Intelligence (AI) feature. For information on how AI features use Entities data, refer to Entities AI transparency notice.

AI features are inactive by default. Before you can use them, your organization’s administrator must provision them for you. For information on how to activate AI features, refer to Managing AI features.

About Chart assist

With Chart assist, you can create optimal conditional formatting of your Group Structure charts with minimal effort. Chart assist can propose formatting rules for entities or for relationships. You can adjust the look of the formatted chart by entering additional prompts. Chart assist can change the colors and shapes in the chart to highlight the information you need.

Create conditional formatting with Chart assist

Chart assist creates conditional formatting for one type of chart element at a time: entity boxes or relationship connectors.

1. To access Chart assist, go to the group structure you want to create the conditional formatting for.
2. In the Edit Panel, select the Conditional Formatting tab.
3. In the Conditional Formatting section, select a tab depending on where you want to apply conditional formatting.
   • To apply conditional formatting to entity boxes, select Entities.
   • To apply conditional formatting to connector lines, select Relationships.
4. In the Conditional Formatting bar, select the AI icon .

   The Entities Formatting chat window opens.

5. To start formatting, select a prompt from the list. To see more formatting options, select More prompts.

   You can also enter your own formatting prompt in the input field.

   Chart assist starts generating conditional formatting rules, providing real-time feedback about its reasoning in the chat window. Generating the rules may take up to 60 seconds.

6. When the AI-assisted conditional formatting is ready, Chart assist automatically applies it to the chart. You can decide whether you want to keep the new formatting or revert the chart back to its previous state.
   • To discard the new formatting, select Undo.
   • To apply the formatting again, select Redo.
   • To revert the chart to its original state, select Undo all.
7. (Optional) You can keep adjusting the formatting by entering more prompts.

When you apply the AI-assisted conditional formatting to a chart with existing formatting rules, the AI-generated rules are applied on top of the existing formatting and take precedence over the existing rules. The pre-existing rules are not removed from the chart but are moved down in rule order. As a result, you may see a combination of both the pre-existing rules and the AI-generated formatting on your chart. All rules are visible in the Conditional Formatting panel. You can add, edit, or remove rules to adjust the formatting.

What's next?

You can save the conditional formatting rules you create for later use for yourself and also share them with others. Refer to Save and Share Settings to learn more.

To share the chart with others on your team or print it out for a meeting, use the export option that best fits your needs. When you export the chart, any rules you added display in the chart legend provided that a legend is included in the export. Refer to the topics on how to create exports.

See also

Filter the visualised group structure

Group Entities in the Visualised Group Structure

Sort Entities in the Visualised Group Structure

Set Details to Display in Entity Boxes

Ownership Options in Group Structure Visualisation

Create conditional formatting rules for entities

Create conditional formatting rules for relationships

Create Sub-Charts

Add Text to Charts

Create a PNG Export

Create a PowerPoint Export

Export as Chart File