Chart assist

借助图表辅助功能，您只需极少操作即可为集团结构图表创建最佳条件格式。图表辅助可以为实体或关系提供格式设置规则建议。您可以通过输入其他提示来调整格式化图表的外观。图表辅助可以更改图表中的颜色和形状，以突出显示您需要的信息。

Notes

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

  • AI enhancements are available to clients with the 实体 Platform package and clients who joined the 实体 AI Early adopter program. For more information, contact your Customer Success Manager.

  • AI features are inactive by default. Before you can use them, your organization's administrator must provision the features for you.

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 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 conditional formatting.

    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