Overview
This article explains how to create charts with Ecopilot, the difference between live and static charts, and how to build and arrange custom dashboards. It also covers who can do what, and what isn't available yet.
Key benefits / use cases
Get a chart by asking a question in plain language, with no chart builder
Keep the charts you need on a dashboard instead of recreating them
Use live charts that update every time the dashboard opens
Compare or total several entities of your group in one chart
Chart GHG, ESG and supplier data
Ask Ecopilot to comment on a chart, for example "what is the biggest driver?"
Share the same dashboards with everyone working on your profile
Where to find it
Analytics > Custom dashboard in the sidebar. Click Create chart to open Ecopilot in the side panel.** [confirm menu path]-Ask anything: any chart Ecopilot draws in the chat has an Add to dashboard** button.
Create a chart with Ecopilot
Click Create chart on your custom dashboard, or open Ask anything.
Describe the chart you want, for example "emissions by scope for 2024" or "top 10 emitting categories".
Ecopilot picks the chart type for you (bar, stacked or grouped bar, line, donut…). To change it, just ask, for example "make it a line chart".
Ask follow-up questions to refine the chart, or ask Ecopilot what the chart shows.
Live charts and static charts
Every chart Ecopilot makes is one of two kinds. Ecopilot creates a live chart by default whenever it can.
Live chart
Static chart
What is saved
How to build the chart (data, chart type, filters), not the numbers
The figures themselves, at the time the chart was made
Does it update?
Yes, every time the dashboard opens
No. It keeps its figures and shows the date it was made ("As of …")
Where the numbers come from
Calculated directly from your platform data
From your conversation with Ecopilot
Good for
Emissions by scope or category, entity comparisons, ESG indicators
Custom calculations, figures from a file you shared, data not available in live charts
You can ask for one or the other: "give me a static chart"or "make this live". Ecopilot follows when a live chart is possible.
Add charts to a dashboard
When Ecopilot shows a chart, click Add to dashboard. This works from the custom dashboard page and from Ask anything. Live charts stay live on the dashboard; static charts keep their figures and their date.
Organise your dashboards
Create several dashboards for your profile. They appear as tabs, and you can rename or delete them.
Move, resize or delete the charts on a dashboard.
Dashboards are saved for your profile (company and reporting year). Everyone working on that profile sees the same dashboards, on any device.
Who can do what
Action
Project Manager
Other roles
View the profile's dashboards
Yes
Yes
Create, rename or delete a dashboard
Yes
No
Add, move, resize or delete a chart on a dashboard
Yes
No
Ask Ecopilot for a chart in the chat
Yes
Yes, but can't add it to a dashboard
What isn't available yet
Market-based emissions in live charts.
Targets and reduction actions in live charts. You can still get them as static charts.
Cross-filtering only works on dashboards where all live charts use the same kind of data (for example, only GHG data). Dashboards that mix GHG, ESG and supplier charts can't be cross-filtered.
Ecopilot can't apply your segments to a live chart yet.
FAQs
Can I trust the numbers in Ecopilot's charts?
Live charts are calculated directly from your platform data; Ecopilot only chooses what to show. Static charts use the figures from your conversation, and show the date they were made. Of course AI can make mistakes so double check your figures if anything seems to deviate from your usual results.
What's the difference between a live and a static chart?
A live chart updates every time the dashboard opens. A static chart keeps its figures and shows its date.
Can Ecopilot build a whole dashboard for me?
No. Ask for the charts you need and add each one to your dashboard.
Who can see my dashboards?
Everyone working on the same profile (company and reporting year) sees the same dashboards.
Why can't I add a chart to a dashboard?
Only Project Managers can add charts to dashboards. Other roles can still create charts in the chat.