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Chart and diagram generation lets Sofie turn a request into a visual output inside chat. Use it when you want a quick chart, process map, timeline, flowchart, or visual summary without opening a separate editor. This is different from CoSheet charts. CoSheet is best when the chart should stay tied to spreadsheet data. Chart and diagram generation is best when the visual is a chat output that helps you understand or explain a result.
Sofie can create useful visuals from your request and available context, but you should still review labels, groupings, source data, and assumptions before using the visual in controlled work.

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When to use chart and diagram generation

Use chart and diagram generation when you need to see a pattern, sequence, relationship, or process. Good uses include:
  • A deviation investigation timeline.
  • A CAPA workflow or effectiveness check process.
  • A tech transfer dependency map.
  • A quality risk assessment decision tree.
  • A Gantt-style project plan.
  • A sequence diagram for handoffs between teams or systems.
  • A mindmap for protocol sections, source gaps, or follow-up questions.
  • A horizontal bar chart for top finding categories.
  • A pie or bar chart for percentage breakdowns.
  • A visual summary of a File Studio or CoSheet analysis.

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Choose the right surface

If Sofie returns a table when you wanted a visual, say Create this as a chart or diagram in chat.

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Ask for a chart

Name the chart type, data, grouping, and review goal.
1

Provide the source

Attach the file, select the CoSheet, add the Workspace, or paste the data summary Sofie should use.
2

Name the visual

Ask for a chart type such as horizontal bar, line, pie, scatter, or timeline.
3

Define the grouping

Tell Sofie which fields belong on the axis, legend, labels, or time scale.
4

Ask for a source check

Ask Sofie to list the data used, exclusions, units, and assumptions before or after creating the chart.
Good prompts:

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Ask for a diagram

Use diagrams when the order, relationship, or decision path matters more than the numbers. Common diagram requests: Good prompts:

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Use visuals after analysis

Chart and diagram generation works well after Sofie has already analyzed sources. For example:
  1. Ask Sofie to profile a CoSheet or source file.
  2. Review the findings, exclusions, and assumptions.
  3. Ask Sofie to create a visual from the reviewed result.
  4. Ask Sofie to explain what the visual supports and what it does not prove.
Good follow-up:

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Review the visual

Before you use a generated chart or diagram, check:
  • The source file, Workspace, CoSheet, or data range used.
  • Axis labels, units, dates, and category names.
  • Whether counts, percentages, and totals match the source.
  • Whether the chart type fits the question.
  • Whether the visual hides missing values, outliers, or excluded records.
  • Whether the diagram introduces steps, decisions, owners, or dates that were not in the source.
  • Whether the visual needs SME review before it appears in a quality, clinical, regulatory, or controlled-process document.
Ask Sofie:

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Refine the output

Use direct correction prompts.