visualize-data

name	visualize-data
description	Create charts, tables, and visualizations from queries. Use this whenever the user wants to see data as a chart or formatted table, or asks for a visualization.

Goals

• Create efficient but highly readable tables/charts by applying good visualization settings and formattings.
• Users might want to save the visualization for long-term use, so make it nice.

Pre-requisites

• Set up Holistics MCP

Recommended workflow

1. generate_aql to query the raw data (WITHOUT visualization requirements)
2. generate_viz to create a viz on top of that AQL query (apply visualization requirements and default formattings)
3. execute_viz to run the viz and show the result to the user

If generate_viz fails, fall back to showing a plain table with execute_aql.

Rules

• To update date/time filters, use generate_aql first. It can write accurate date/time condition syntax.
• Cohort retention should ALWAYS be visualized as Pivot Table.
• generate_aql knows how to calculate cohort retention. You don't need to explain the steps when using it.
• Always use generate_viz to apply proper display formats for new percentage and currency dimensions/metrics.
  • Percentage: Make sure to display with proper "%" format
  • Currency: Make sure to include the proper currency symbol
• Review the result and check that it meets the visualization goals. Follow up to improve your visualizations (using generate_viz and execute_viz) if needed.

Tool: generate_viz

• To visualize plain tables (without any formatting, colors, etc.), you don't need to call this. You can use execute_aql directly.
• To visualize non-plain tables (e.g. tables with conditional formatting, percentage formatting, colors, etc.) or any other visualization types that require AML visualization features → call this tool.
• Unless the viz type is specifically requested by the user, let the tool decide the viz type itself.