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Downloads & Charts from the AI Agent

Professional+

The Calabi AI Agent can produce files for download and generate interactive charts inline in the chat — not just text answers. This page explains how downloadable files are generated, what chart types are available, how to save Agent-generated charts to CalabiIQ dashboards, and how to refine charts using natural language.

Downloadable Files​

Supported File Formats​

FormatTrigger PhrasesBest For
CSV"download as CSV", "export to CSV", "give me a CSV"Raw data for further analysis in Excel or Python
Excel (.xlsx)"download as Excel", "export to spreadsheet", "give me an Excel file"Formatted spreadsheets with multiple sheets for stakeholders
PDF"export as PDF", "give me a PDF", "download this dashboard as PDF"Printable reports and dashboard snapshots
JSON"export as JSON", "give me the raw JSON"Developer use, API integration, downstream processing

Generating a CSV Download​

  1. Ask a data question that returns a result set: 
    "Show me all customers with orders over $10,000 in Q1 2026."
  2. The Agent returns an inline table preview (up to 500 rows).
  3. To download the full result, say: 
    "Download that as a CSV."
  4. A download link appears in the chat — click it to save the file to your browser's download folder.

The CSV file includes:

  • All columns from the query result
  • A header row with column names
  • UTF-8 encoding with BOM for Excel compatibility
  • Filename format: calabi-export-YYYY-MM-DD-HHmmss.csv

Generating an Excel Download​

Excel exports apply additional formatting:

  • Column headers are bold with a blue background.
  • Numeric columns are right-aligned with appropriate number formatting (currency, percentage, integer).
  • Date/timestamp columns use YYYY-MM-DD HH:MM:SS format.
  • If the result set has more than one logical grouping, the Agent may split data into multiple sheets (e.g., one sheet per region).
"Give me the Q1 2026 revenue by product and region as an Excel file,
 with separate sheets for each region."

Generating a PDF Report​

PDF exports are generated from CalabiIQ dashboard renders:

"Export the Executive dashboard as a PDF."
"Give me a PDF of this week's sales metrics."

The PDF includes:

  • Dashboard title and generation timestamp
  • All charts rendered at full resolution
  • Calabi platform branding header (customizable per tenant)
  • Page numbers and chart titles

PDF generation takes 15–30 seconds for complex dashboards. The Agent displays a progress indicator while the file is being rendered.

File Size Limits​

FormatMax RowsMax File Size
CSV1,000,00050 MB
Excel500,00025 MB
PDFN/A (dashboard)50 MB
JSON100,00025 MB

If a query returns more rows than the limit, the Agent will inform you and offer to split the export or apply additional filters to reduce the result set.

Chart Generation​

The Agent generates interactive CalabiIQ charts on the fly within the chat conversation. Charts are rendered using the same visualization engine as CalabiIQ dashboards, ensuring consistency.

Supported Chart Types​

Chart TypeTrigger PhrasesBest For
Bar (vertical)"bar chart", "column chart"Comparing categories
Bar (horizontal)"horizontal bar", "ranked list chart"Long category labels
Line"line chart", "trend chart", "over time"Time-series trends
Area"area chart", "stacked area"Cumulative trends
Pie"pie chart", "donut chart"Part-to-whole proportions
Scatter"scatter plot", "scatter chart"Correlations between two measures
Big Number"single number", "KPI tile", "metric card"Headline KPIs
Table"table view", "grid", "data table"Detailed tabular data
Histogram"distribution", "histogram"Value distribution
Heatmap"heatmap", "matrix chart"Two-dimensional patterns

Requesting a Chart​

Be specific about:

  1. Chart type (optional — the Agent will choose sensibly if omitted)
  2. Metric (what to measure)
  3. Dimension (what to group or segment by)
  4. Time range (if applicable)

Examples:

"Show me a bar chart of total revenue by product category for Q1 2026."

"Plot the number of new users per day for the last 30 days as a line chart."

"Create a pie chart showing the distribution of support tickets by status."

"Give me a scatter plot of customer lifetime value vs number of orders."

How Chart Generation Works​

Embedding Charts in Responses​

Charts appear inline in the chat response, rendered as interactive CalabiIQ visualizations. You can:

  • Hover over chart elements to see tooltips with exact values.
  • Click legend items to show/hide series.
  • Zoom on time-series charts by clicking and dragging a date range.
  • Download the chart's underlying data as CSV by clicking the download icon in the chart's top-right corner.

Saving Charts to CalabiIQ​

Charts generated in chat are ephemeral by default — they are not saved to your CalabiIQ workspace unless you explicitly save them.

Save to an Existing Dashboard​

"Save that chart to the Executive dashboard."
"Add this chart to the Q2 KPIs dashboard."

The Agent will:

  1. Create a named chart in CalabiIQ using the SQL it generated.
  2. Add the chart to the specified dashboard.
  3. Return a link to the dashboard so you can verify placement.

Save as a New Chart (No Dashboard)​

"Save this as a chart named 'Q1 Revenue by Region'."

The chart is saved to your CalabiIQ workspace and appears in the Charts list, ready to be added to any dashboard.

Save to a New Dashboard​

"Create a new dashboard called 'April 2026 Review' and add this chart to it."

The Agent creates the dashboard and adds the chart in a single step.

Customizing Charts via Natural Language​

Once a chart is displayed in the chat, you can refine it conversationally without starting over.

Changing Chart Type​

"Switch that to a line chart."
"Show it as a horizontal bar chart instead."

Changing Colors​

"Use the corporate blue color palette."
"Make the bars red."
"Use green for positive values and red for negative values."

Changing Filters​

"Filter that to only show the North America region."
"Exclude the 'Unknown' category."
"Show only the last 90 days instead of 180."

Changing Aggregation​

"Change that from total revenue to average revenue per customer."
"Show it as a percentage of total rather than absolute numbers."
"Add a running total line to the bar chart."

Adding Reference Lines​

"Add a horizontal reference line at $1 million."
"Show the 30-day moving average as an overlay."
"Draw a trend line on the scatter plot."

Sorting​

"Sort the bars from largest to smallest."
"Sort alphabetically by category name."
"Sort the line chart by date ascending."

Chart Quality and Accuracy​

The Agent generates charts from live data using your warehouse's query engine. A few accuracy notes:

ConsiderationDetails
Data freshnessCharts reflect the data currently in your warehouse, not real-time source data.
TimezoneAll timestamps are displayed in UTC by default unless you specify a timezone.
Null handlingNull values are excluded from aggregations and shown as gaps in line charts.
RoundingMonetary values are rounded to 2 decimal places; percentages to 1 decimal place.
Large datasetsCharts are generated from summarized query results, not raw row-level data.