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Nectari Copilot for Charts

The Nectari Copilot in chart-based views uses the data you see on screen to provide insights and recommendations that help you analyse and refine bar charts, pie charts, maps, KPIs, gauges, and sparklines. It can explain data patterns, identify anomalies, suggest chart types, and perform changes to how your view displays or behaves — including adjustments to categories, series, pivots, formatting, and design elements.

Copilot works with standalone views and is available whether you are using SEI in Acumatica, or Sage.

For information specific to worksheets, see AI Copilot for Worksheets.

Views and Charts features​

Views provide interactive visualisations created from a data model, using one of many chart types or formats.

  • Categories, series, pivots – Group, measure, and pivot data for analysis.
  • Calculated columns/pivots – Create custom formulas and measures.
  • Link To – Navigate to another view, dashboard, or application link.
  • Sort and filter – Organise and narrow displayed data.
  • Themes and animation – Change styles and add visual effects.
  • Axes and labels – Rename, format, or rotate axis text.
  • View-specific design – Configure titles, grid lines, legends, labels, tooltips, marked zones, maps, markers, and indicators.

For details on views and chart types, see the Views introduction page and View Types page.

Using AI Features in Charts​

Prompt ideas​

Insights​

Insights are observations and explanations about the data or the way it’s presented in a view. Use these prompts to get deeper analysis, identify patterns, or forecast based on charted values.

  • Describe what this chart shows.
  • Explain any patterns or trends you notice.
  • Identify anything unusual in the data.
Can you tell me what type of view I should use if I want to analyse the margin per month?
Analyse the current view and tell me if there are any outliers.
Analyse this chart and tell me what you can see.
Analyse the current map and tell me if some territories require more attention from my sales team.
Give me the values for the current categories displayed.
Give me the total value for the current category.

Recommendations​

Recommendations are ideas for improving your view’s presentation or choosing a more effective chart type. Use these prompts to get alternative visualisation suggestions or adjust the view to highlight specific metrics.

  • Recommend ways to improve how this chart looks.
  • Suggest a different chart type for this data.
  • Advise on how to make this chart clearer.
Based on the current data model, what bar chart could I create?
How can I change the existing view to be more related to margin analysis.

Instructions​

Instructions are direct commands you can give the AI to update the view or chart configuration. Use these prompts to change series, pivots, filters, sort orders, and chart design without manually editing in the View Workspace.

  • Add or remove something from this chart.
  • Change how the chart is displayed.
  • Update the chart to highlight specific information.
In the vertical bar chart, add a series for the quantity.
Remove all the series except the amount.
Sort the customers in descending order based on the amount.
Only keep the top 5 customers in the pie chart.
Change the amount in the stacked bar chart to display as an average.
Add the Month category after the Year.
Make the combination chart look more professional.
Add a title that describes the data in thid radar chart.
Add an axis title to the area chart explaining what each axis measures.
Change the orientation of the series labels to 45 degrees.
Hide the legend in the scatter chart.
Add a marked zone between 100k and 120k.
Change the marked zone colour to red in the waterfall chart.