February 25th, 2026
How to Turn Your Data Into Graphs With AI: A Step-By-Step Guide
By Zach Perkel · 12 min read
What you'll need before starting
Julius is an AI-powered data analysis tool that creates charts through natural language prompts. Getting started with Julius takes less setup than most data tools, and you don't need coding skills. Here’s what you need to get started:
Your data: In a supported format (CSV, Excel, Google Sheets, or database connection)
A Julius account: The free tier gives you 5 messages a month with the ability to upload files. To use connectors like PostgreSQL and BigQuery, you need to upgrade to a plan starting at $37/month, billed annually.
Clear goals: Know what insights you want from your data, such as monthly sales trends, customer churn rates, or marketing campaign performance.
How to turn your data into graphs with AI tools like Julius: Step-by-step
Step 1: Upload your data or connect a data source
For one-time uploads
You can also upload your data from Google Drive, OneDrive, or SharePoint. After uploading, Julius shows an overview so you can verify that the data loaded correctly.
Julius supports CSV, Excel (.xlsx), and Google Sheets. It can also work with PDFs, text files (.docx, .txt), and images (.jpeg, .png) by extracting text and tables from them when possible.
Tip: If your spreadsheet has multiple tabs, specify which one to use by saying something like "Use the Sales_Data tab only." This prevents Julius from pulling data from the wrong sheet.Step 2: Ask for a graph in natural language
Once your data is loaded, click back into the chat panel, either from the left sidebar or the bottom prompt box. Type your request in the prompt box in plain English. You don't need to specify chart types or technical parameters unless you want to.
In the screenshot below, I asked for a chart with the prompt, “Show me revenue from lowest to highest over time.”
You can also request specific chart types if you have a preference. For example, you can ask Julius questions like "Which region performed best last quarter?" or "Show me a stacked bar chart of sales by team and quarter." The more context you provide, the better your visualization will match what you need.
Tip: I recommend starting with broad questions and refining from there. It's easier to adjust an existing graph than to get everything perfect on the first try.
Step 3: Refine your graph with follow-up questions (optional)
The chart or graph from the previous step is ready to use as-is, but you can adjust it if you want. Type follow-up questions in the chat to change chart types, visual elements, or the data shown.
Here are some example prompts:
Change the chart type
"Make this a line chart instead"
"Can you show this as a heat map?"
"Convert this to a stacked bar chart"
Adjust visual elements
"Use blue and orange for these bars"
"Make the font bigger on the axis labels"
"Add a title that says 'Q4 Performance Summary'"
Modify the data shown
"Remove outliers above $10,000"
"Filter to only show data from 2024"
"Add a trend line"
"Group this by week instead of day"
Step 4: Export or share your visualization
Download your visualization
Share within Julius
Continue in Slack
Schedule automated reports
Choose daily or weekly frequency, and Julius will send updated versions of your graph via email or Slack automatically.
Pro tip: For recurring reports, save your analysis as a Notebook instead of just a chat. Notebooks let you schedule automated runs and freeze the code so the same calculation method is used every time, giving you consistent results across time periods.Common mistakes to avoid
First-time users often hit the same roadblocks when creating graphs with AI. Here are the mistakes that slow down the process:
Uploading messy data: Empty rows, inconsistent formatting, and unclear column names can confuse the AI. Clean your data before uploading by removing blank rows, using consistent date formats (MM/DD/YYYY or YYYY-MM-DD), and naming columns like "Monthly_Revenue" instead of "Column1."
Using vague prompts: A "show me the data" prompt, for example, doesn't give Julius enough context. The request needs specifics. I recommend phrasing questions like "Show me monthly revenue trends for 2024" or "Compare product sales across regions" to give the AI enough information to generate a useful graph.
Skipping optional refinements: You can improve your initial graph by adjusting colors, changing chart types, or filtering data through follow-up questions. I refine my charts this way to dial in exactly what I need without starting over.
Forgetting to verify the results: AI-generated graphs are as accurate as your data and your questions. Double-check that the visualization shows what you intended. If something looks off, I recommend asking "What data are you showing in this graph?" to confirm Julius interpreted your request correctly.
Julius makes going from data to graph easier with AI
Using AI to go from data to graph cuts down the time you'd spend building charts manually in Excel. With Julius, you can turn spreadsheets and databases into visualizations by asking questions instead of clicking through menus.
Here’s how Julius helps:
Built-in visualization: Get histograms, box plots, and bar charts on the spot instead of jumping into another tool to build them.
Direct connections: Link databases like Postgres, Snowflake, and BigQuery, or integrate with Google Ads and other business tools. You can also upload CSV or Excel files. Your analysis can reflect live data, so you’re less likely to rely on outdated spreadsheets.
Smarter over time: Julius includes a Learning Sub Agent, an AI that adapts to your database structure over time. It learns table relationships and column meanings with each query, delivering more accurate results over time without manual configuration.
Recurring summaries: Schedule analyses like weekly revenue or delivery time at the 95th percentile and receive them automatically by email or Slack. This saves you from running the same report manually each week.
One-click sharing: Turn a thread of analysis into a PDF report you can pass along without extra formatting.
Ready to use AI to go from data to graph without the manual work? Try Julius for free today.