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      Magic Visual Prompts In The Report Builder

      Getting the Best Results with Magic Visual Prompts in Report Builder

      Magic Visuals in the Report Builder offer a powerful, intuitive way to create charts and reports using natural language. Think of it like instructing a helpful assistant who understands data visualization concepts but needs clear, simple directions – please interact with them as if you're speaking to a 5-year-old child who knows about charts and graphs and can understand requests.

      The Key to Success: Clear, Structured Prompts

      To ensure Magic Visuals understands your requests accurately and delivers the best results, follow this specific format for your prompts:

      • Main Bullet Point: State the primary report or chart type you want to create.
      • Sub-Bullet Points: List each specific customization, detail, or refinement you need.

      Example Prompt Structure:

      • Create a table showing the top 5 producers by Premium.
        • Display each producer on a new line.
        • Right-align values.
        • Add a border around the table.
        • Apply a blue color shade to the table background.
        • Calculate and display the change (increase or decrease) in premium and commission compared to the prior day.
        • Show increases in green font and decreases in red font.

      Using this clear, step-by-step, bulleted format helps Magic Visuals process your request completely and accurately.

      Practical Prompt Examples:

      Here are various prompts you can adapt to create common visualizations. Copy and paste the structure, modifying the specifics for your data.

      1. Top Performers Table:

      • Create a table showing the top 5 producers by Premium.
        • List each producer on a new line.
        • Right-align values.
        • Put a box around the table.
        • Add a blue color shade.
        • Calculate and show the amount premium and commission increased or decreased from the prior day.
        • Use green font for increases and red font for decreases.

      2. Business Breakdown Pie Chart:

      • Create a pie chart showing the top 5 lines of business by total premium.
        • Show the premium amount and the percentage of the overall premium total for each slice.
        • Enable drill-down functionality, allowing you to click into the report to understand the value better is.(Note: You currently need to explicitly ask for drill-down if required).

      3. Producer Performance Column Chart:

      • Create a column chart showing the top 10 producers.
        • Include one column for the total premium and another column next to it for the total commission for each producer.

      4. Producers by Policy Count & Business Line:

      • Create a column chart showing the Top 5 Producers by Policy Count and Line of Business.
        • Show a legend using the full Coverage Description (e.g., "Package" instead of "PKG").

      5. Business Lines by Premium & Commission:

      • Create a column chart showing the Top 10 Lines of Business by Premium and Commission.
        • Include total premium and total commission amounts.
        • Add a column showing the percentage of overall premium.
        • Add another column showing the percentage of overall commission.
        • Apply a color gradient to the chart panel (e.g., "Add a blue color gradient").

      6. Top Carriers by Business Line Table:

      • Create a table showing Top Carriers by Line of Business.
        • Include total premium and commission columns. (Add this if not automatically included).
        • (Refinement Tip): If results include rows with "unknown" or blank carrier names, ask: "Remove rows with unknown carriers."
        • Add a box around the table.
        • Apply a blue color shade to the table.

      7. Top Clients Card:

      • Create a card visualization showing the Top 5 Clients by Policy Count.

      8. Top Producers HTML Card:

      • Create an HTML card showing the Top 5 Producers by Premium and Commission.

      9. Business Line Breakdown Column Chart (with Drilldown):

      • Create a column chart showing Line of Business Breakdown by policy count.

        10. Certificate of Excellence Card:

        • Create an HTML card showing a Certificate of Excellence for the top producer.
          • Add a trophy icon.
          • Apply a bold gold border around the card.
          • Make the Premium and Commission totals bold.

        11. Top Carriers HTML Card:

        • Create an HTML card showing the Top 5 Carriers by Total Premium.

        12. Progress Donut Chart:

        • Create a 360-degree Donut Chart showing total premium.
          • (Refinement): Set a target goal (e.g., "Add a goal of $7,500,000 of premium"). This often adds progress indicators.
          • (Refinement Tip): If labels are truncated (e.g., "Total Prem..."), ask: "Show the entire description for labels like 'Total Premium' and 'Remaining to Goal'."

        13. Trend Chart:

        • Create a trend chart showing policy effective dates from 2019 to 2024.
          • (Further Options): You can ask to "Show data by month," "Overlay lines of business," or "Overlay by coverage type."

        14. Relationship Sankey Chart:

        • Create a Sankey Chart relating producers to coverage codes by policy count.
          • (Further Options): Experiment by asking to "Show premium amount instead of policy count" or "Relate producer to commission by coverage code." Sankey charts are great for visualizing flows, like parent carrier to sub-carrier relationships.

        15. Top Carriers by Coverage Column Chart:

        • Create a column chart showing the Top 3 Carriers by Coverage Code.
          • (Note): Sometimes, the visual might include more than requested if the AI deems it relevant or visually informative. You can refine further or accept the suggested layout if you like it.

        General Formatting and Styling Tips:

        Don't hesitate to ask for aesthetic adjustments or specific formatting:

        • Alignment: "Center align the title," "Right align values," "Left align labels."
        • Sizing: "Fit the chart to the panel," "Expand to fit window."
        • Appearance: "Make this chart prettier," "Make this chart 3D," "Make this chart CEO level" (simplifies for high-level view).
        • Legends/Labels: "Rotate legend items to a 45-degree angle," "Use 90-degree labels on the X-axis."
        • Clarity: If you see acronyms or abbreviations (like 'PKG'), ask: "Spell out the full name for [abbreviation]" (e.g., "Spell out the full name for PKG").

        Experiment and Refine!

        The key to mastering Magic Visuals is practice. Start with these prompts, adapt them to your specific data and needs, and don't be afraid to ask for refinements. Clear, structured, step-by-step instructions will yield the most powerful and insightful visualizations.