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a5:T2ad4a8,Guides for ChartGen AI — Learn Charts, Dashboards, Reports & PPT

Guides 改版对比

Guides for ChartGen AI

Your learning center for turning raw spreadsheets and documents into charts, dashboards, diagrams, Excel tables, reports and PPTs. Start with the three-step path below, then go deeper by role, chart type or industry.

Create Your First Chart Use Sample Data

No SQL, no templates, no code
Works with Excel, CSV or pasted tables
6 artifact types, 12 languages

6 guides

CHART

How to Create a Chart from Your Data

Upload data, describe the chart in plain language, pick the right type, refine, and export.

DASHBOARD

How to Build an Interactive Dashboard

Combine KPIs and multiple charts into one shareable, filterable dashboard from a single dataset.

DIAGRAM

How to Create a Diagram (Mind Map & Flowchart)

Turn a list, table, or block of text into a clean mind map, flowchart, or org diagram.

EXCEL

How to Extract & Export a Structured Excel Table

Pull clean tables out of PDFs or messy data, reshape them, and export a ready-to-use .xlsx.

REPORT

How to Generate a Deep Report from Your Data

Produce a multi-section written report with charts, tables, and clear insights from raw data.

PPT

How to Turn Your Analysis into a Professional PPT

Build a complete slide deck with a business narrative, then edit and export to .pptx.

Start here

Get started with ChartGen AI in 3 steps

A simple onboarding path that removes uncertainty and leads you straight to your first successful result — no SQL, no templates, no code.

STEP 01
Upload your data
Upload an Excel or CSV file, or paste table data directly. If your data lives in a PDF or an image, extract it into a structured table first.
Excel · CSV · pasted table
Learn How to Prepare Data Use Sample Data
STEP 02
Describe what you need
Use natural language to say which chart, dashboard, diagram, report or presentation you want — then add metrics, time range and the focus of the story.
One sentence is enough to start
View Prompt Examples Choose a Chart Type
STEP 03
Generate, refine and export
Adjust chart type, style, layout, labels and content after generating, then export, download or share the finished result.
PNG · SVG · XLSX · PPTX · link
Learn How to Customize Results Watch Tutorial

Note about PDFs and images: they are not the same as a direct Excel or CSV upload. Extract the data into a structured table first, then continue with Step 2.

Personalized learning

Choose your learning path

Pick the path that matches your role instead of scanning every feature. Each path shows the number of lessons, the time required and the difficulty level.

Beginner
Create your first chart and understand the basic workflow.
3 lessons18 minBeginner
Start This Learning Path
Business analyst
Build dashboards, reports and reusable analysis workflows.
6 lessons42 minIntermediate
Start This Learning Path
Marketer
Visualize campaigns, sales funnels and content performance.
5 lessons33 minBeginner
Start This Learning Path
Finance team
Create variance charts and management reports.
5 lessons36 minIntermediate
Start This Learning Path
Teacher or student
Visualize research, surveys and assignments.
4 lessons24 minBeginner
Start This Learning Path
Developer
Explore integrations, API usage and advanced workflows.
4 lessons30 minAdvanced
Explore Docs

Decision support

How to choose the right chart

Choose your communication goal first — the interface then recommends a small set of chart types instead of a long list.

What do you want to show?

Recommended for “Compare categories or multiple items”

Bar Chart

Best match

Best for comparing categories.

Create a Bar Chart

Column Chart

Use when labels are short and ordered.

Create a Column Chart

Need more options, examples and usage guidance for every chart type?

Explore All Chart Types in the Chart Atlas

Compare categories or multiple items: Bar Chart / Column Chart
Show change and trends over time: Line Chart / Area Chart
Explain composition and share of total: Pie Chart / Donut Chart
Analyze the relationship between two variables: Scatter Plot / Bubble Chart
See density or high / low distribution: Heatmap / Histogram
Explain increases and decreases from start to end: Waterfall Chart / Stacked Bar Chart
Analyze stage conversion or process drop-off: Funnel Chart / Sankey Diagram
Compare two metrics or units at once: Combo Chart / Gauge Chart

Prompt library

Popular prompt examples

Most users know what they want — they are just unsure how to describe it. Copy a scenario-based prompt, run it on sample data, and adjust from there.

Trend analysis

Chart

Line chart

Create a line chart showing monthly revenue trends and highlight the month with the highest growth.

Works with Excel / CSV

Try with Sample Data

Category comparison

Chart

Grouped bar chart

Compare sales by category for this year and last year in a grouped bar chart, sort categories from high to low and label the growth rate.

Good for review meetings

Choose a Chart Type

Browse the full Prompt Library

Industry use cases

Show outcomes, not only features

Every card explains the user role, the input data, the generated result and the business value — so you can see exactly what you can put in and what you get back.

E-commerce · Dashboard

E-commerce Sales Performance Dashboard

Role: Marketing Manager
Input data: Excel sales detail export
Output: Dashboard

See which categories drive revenue and where conversion drops before the weekly review.

Build a sales performance dashboard with revenue, orders, conversion rate and top five products by category.

Use This Template View Example

E-commerce · Chart

Product Category Profitability Analysis

Role: E-commerce Lead
Input data: CSV order export
Output: Chart

Compare revenue against net profit to decide which products to keep, reprice or drop.

Compare revenue and net profit by product category and highlight products with negative margin.

Use This Template View Example

Video learning

Short, focused tutorials with clear next steps

Thumbnail-first loading keeps the page fast. Every video carries a duration label, a written summary, a transcript and a direct link to the matching written guide.

Play video: Create your first chart in 2 minutes02:14
First chart
Create your first chart in 2 minutes
BeginnerGetting started
Upload a small sales file, describe the chart in one sentence, then export the result. Includes transcript and a step-by-step written guide.
Follow This Tutorial: Getting Started with ChartGen AI
Play video: Prepare Excel and CSV data03:42
Data prep
Prepare Excel and CSV data
BeginnerData preparation
Fix merged cells, multi-level headers and mixed formats before uploading. Sample file and checklist included.
Follow This Tutorial: Data Preparation Guide

Guides for ChartGen AI

Search and browse all guides

How to Create a Chart from Your Data

How to Build an Interactive Dashboard

How to Create a Diagram (Mind Map & Flowchart)

How to Extract & Export a Structured Excel Table

How to Generate a Deep Report from Your Data

How to Turn Your Analysis into a Professional PPT

Get started with ChartGen AI in 3 steps

Upload your data

Describe what you need

Generate, refine and export

Choose your learning path

Beginner

Business analyst

Marketer

Finance team

Teacher or student

Developer

How to choose the right chart

What do you want to show?

Bar Chart

Column Chart

Popular prompt examples

Line chart

Grouped bar chart

Dashboard

Campaign dashboard

Flowchart

Mind map

Financial report

Attribution report

Executive deck

QBR deck

Show outcomes, not only features

E-commerce Sales Performance Dashboard

Product Category Profitability Analysis

Monthly Variance and Margin Report

Revenue Drop Attribution Analysis

Cloud Traffic and Usage Trend

Release Process Flowchart

Course Knowledge Mind Map

Survey and Assessment Summary

Weekday vs Weekend Store Sales

Inventory Turnover Overview

Production Yield and Defect Analysis

Weekly Operations Review Deck

Short, focused tutorials with clear next steps

Create your first chart in 2 minutes

Prepare Excel and CSV data