Edilitics | Data to Decisions

Auto-Generate Charts with AI

Let AI suggest chart configurations based on your dataset's metadata. Control privacy, select columns, and generate multiple visualizations in seconds.

Auto-Generate Charts uses AI to analyze your dataset's metadata and suggest ready-to-use chart configurations. Instead of manually selecting chart types, dimensions, and metrics, you describe your intent and let Edilitics' governed AI engine do the work-while you stay in full control of what data is shared.

With a privacy-first design, per-session LLM provider selection, and governed execution, Auto-Generate Charts bridges the gap between raw data and insightful visualizations in seconds.


Why Auto-Generate Charts Matters

Traditional chart creation requires users to understand their data schema, choose the right chart type, and manually configure dimensions and metrics. This creates real-world problems:

  • Slow manual configuration - Selecting the right chart and mapping fields takes time.
  • Uncertainty about "which chart for this data" - Non-technical users often don't know what visualization best suits their dataset.
  • Privacy concerns with AI tools - Generic AI assistants lack data governance, risking exposure of PII and sensitive schema details.
  • Inconsistent charting across teams - Without governed defaults, different users create different charts from the same data.

Auto-Generate Charts solves this by using AI to recommend chart configurations based on your metadata and expectations-while respecting your privacy settings.

Auto-Generate Charts relies on AI-Driven Column Insights. Ensure column descriptions are configured for your tables before using this feature. See AI-Driven Column Insights.


Privacy & Context Modes

Auto-Generate Charts shares the same privacy model as AskEdi and AI-Driven Column Insights. You control exactly what metadata is shared with the LLM.

ModeWhat's SharedBest For
PrivateAnonymized column names, data types, descriptions onlySensitive or regulated data
Balanced (Default)Real table/column names, descriptionsEveryday internal analysis
Full ContextReal names + 5-row sample + user roleDeep insights where data minimization is less critical

Sample data is strictly limited to 5 randomly selected rows to keep sharing minimal and safe. Mode selection is flexible and can be changed per session.


Choosing an LLM Provider

When generating chart suggestions, you can choose from the LLM providers included in your plan:

  • OpenAI
  • Anthropic
  • DeepMind

This ensures teams can match provider choice to their governance requirements while staying within their licensed plan limits.


How Auto-Generate Charts Works

Auto-Generate Charts follows a 5-step wizard that gives you full control over privacy, context, and scope before generating suggestions.

1) Accept Disclaimer (Optional)

A one-time disclaimer explains AI usage and data handling.

  • Review the terms of AI-assisted chart generation.
  • Check "Do not show again" to skip this step in future sessions.
  • Data handling details are available in our Terms of Use.

2) Select Columns

A searchable table displays all columns in your dataset.

  • Select which columns to include in the AI analysis.
  • Exclude PII or irrelevant columns to improve suggestion quality.
  • Minimum 1 column required to proceed.

Fewer, more relevant columns lead to better, more focused chart suggestions.

3) Choose Privacy Mode & Provider

  • Select Private, Balanced, or Full Context mode.
  • Choose your preferred LLM provider (OpenAI, Anthropic, or DeepMind).

4) Describe Your Expectations

Provide a short description (50–300 characters) of your analysis goals.

Examples:

  • "Show sales trends over time and compare regional performance."
  • "Identify top-performing products by revenue."
  • "Visualize customer distribution by plan type."

More descriptive expectations lead to more accurate chart suggestions. Be specific about what insights you're looking for.

5) Review & Select Charts

The AI returns a list of suggested charts. Each suggestion includes:

FieldDescription
Chart TypeThe recommended chart (e.g., Stacked Bar, Basic Line).
Columns (Dimensions)Fields used for the X-axis or category grouping, with aggregations.
Rows (Metrics)Numerical fields for the Y-axis, with aggregations (Sum, Count, Average, etc.).
DescriptionAn AI-generated explanation of why this chart is relevant to your data.

Actions:

  • Select one or more charts to add to your sheet.
  • Click "Re-Generate" for new suggestions (limited to 2 retries per session).
  • Click "Create Charts" to finalize and add the selected charts.

Security & Governance

Auto-Generate Charts is designed with enterprise security in mind:

ControlDescription
LLM IsolationThe LLM never directly accesses your source data. It only receives metadata based on your selected privacy mode.
In-Memory EncryptionSample data (if shared in Full Context mode) is encrypted in-memory and deleted immediately after use.
Governed DatasetsAll generated charts operate on validated, pre-cleansed datasets via the Transform layer.
Audit LoggingEvery generation request is logged for compliance and governance review.
Read-Only ExecutionChart suggestions are generated; no data is written back to your source.

Best Practices

PracticeWhy It Matters
Start with Balanced modeGood accuracy without sharing raw data.
Write descriptive expectationsMore context = better suggestions.
Select only relevant columnsReduces noise and improves AI focus.
Validate generated chartsAI suggestions may need refinement-always review before publishing.
Use AI Column InsightsEnsure column descriptions are accurate for best results.

Limitations

AI-generated chart suggestions may be incomplete or misaligned, particularly with sparse or ambiguous schemas. Edilitics does not guarantee the accuracy or suitability of AI-generated visualizations. Users must validate all outputs before use. See our Terms of Use for more details.


Summary

Auto-Generate Charts empowers you to create visualizations faster by leveraging AI to suggest chart configurations tailored to your data. With privacy-first design, per-session provider selection, and governed execution, you get instant chart suggestions without compromising data security or governance.

Ready to get started? Select a dataset, choose your columns, and let Edilitics do the rest.


Need help? Email support@edilitics.com with your workspace, job ID, and context. We reply within one business day.

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