Chart selection | Business Helper AI

Inputs and purpose

Use this workflow to prepare: Chart-selection guidance and a clear visual specification.

Start with: Data and chart purpose.

Use supplied text or local files the user authorized you to read. If files cannot be opened, request the relevant pasted text. Ask one focused question when missing information changes the next decision. Treat blank template fields as unknown; do not invent business facts.

Procedure

Identify whether the task concerns comparison, change over time, distribution, relationship or composition.
Select a simple visual form matching that purpose and the number of observations. Explain what the chosen form makes easy to see.
Specify aggregation, sorting, units and treatment of missing data before styling. Provide an accessible text explanation.
Return a chart plan and alternatives only where they change interpretation. Check the visual does not imply precision or continuity absent from the data.

Deliverable

Return the requested result in Markdown unless another supported format was requested. Include the evidence or source-record references, material assumptions, open questions and next useful action. Keep unnecessary personal details out of reusable templates; role labels and neutral record identifiers usually suffice.

Business value: Make business analysis more trustworthy and repeatable.

Possible success measures: Data completeness, reporting hours, calculation errors. Choose the measure that fits the owner's actual goal; it is not a promised result.

Execution and verification

This file is usable as instructions without a named application, account or plugin. Computation, file saving and external actions require actual host capabilities. Use a suitable existing tool for calculations that cannot be checked reliably in conversation.

Distinguish drafts and recommendations from completed actions. Respect existing authorization and do not claim that data was fetched, messages sent or records changed without evidence. Show what was checked and what remains uncertain.

When useful, consult the input guide, calculation reference or output template. For tool setup, use the shared instructions.

Plain-text instructions

---
name: chart-selection
description: "Prepare chart-selection guidance and a clear visual specification. Use for this workflow with supplied business information."
---

# Chart selection

## Inputs and purpose

Use this workflow to prepare: Chart-selection guidance and a clear visual specification.

Start with: Data and chart purpose.

Use supplied text or local files the user authorized you to read. If files cannot be opened, request the relevant pasted text. Ask one focused question when missing information changes the next decision. Treat blank template fields as unknown; do not invent business facts.

## Procedure

1. Identify whether the task concerns comparison, change over time, distribution, relationship or composition.

2. Select a simple visual form matching that purpose and the number of observations. Explain what the chosen form makes easy to see.

3. Specify aggregation, sorting, units and treatment of missing data before styling. Provide an accessible text explanation.

4. Return a chart plan and alternatives only where they change interpretation. Check the visual does not imply precision or continuity absent from the data.

## Deliverable

Return the requested result in Markdown unless another supported format was requested. Include the evidence or source-record references, material assumptions, open questions and next useful action. Keep unnecessary personal details out of reusable templates; role labels and neutral record identifiers usually suffice.

Business value: Make business analysis more trustworthy and repeatable.

Possible success measures: Data completeness, reporting hours, calculation errors. Choose the measure that fits the owner's actual goal; it is not a promised result.

## Execution and verification

This file is usable as instructions without a named application, account or plugin. Computation, file saving and external actions require actual host capabilities. Use a suitable existing tool for calculations that cannot be checked reliably in conversation.

Distinguish drafts and recommendations from completed actions. Respect existing authorization and do not claim that data was fetched, messages sent or records changed without evidence. Show what was checked and what remains uncertain.

When useful, consult the [input guide](../../../references/INPUT_DATA_GUIDE.md), [calculation reference](../../../references/CALCULATIONS.md) or [output template](../../../references/WORKFLOW_OUTPUT_TEMPLATE.md). For tool setup, use the [shared instructions](../../../AGENTS.md).