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Custom Context

Custom context lets you provide instructions that guide the AI across all your projects. Your custom context is sent to the AI alongside Plotly's built-in best practices when generating chart suggestions, creating charts, updating prompts, or remixing components.

Include information about your preferences, standards, or any other instructions you want to provide to the AI. For example, you can use custom context for:

  • Chart styling: Color palettes, templates, legends, gridlines, axis formatting
  • Formatting and language: Date formats, number separators, currency, language for labels
  • Branding: Disclaimers, captions, annotations, attribution text
  • Business context: Industry, use case, author information, app audience information
  • Calculations: Industry-specific calculations, calculation preferences
  • Data source connection preferences: Authentication schemes, connection examples, data cleaning steps, Python library directives
  • Custom chart types: Define domain-specific charts that appear as suggestions on the Explore page

Adding Custom Context

To set custom context:

  1. Select the Settings icon in the sidebar, then select User Settings. Go to user settings
  2. If custom context isn't enabled, select Enable Custom Context. Enable custom context
  3. In the Context field, add your custom context. Add context

Tip

You can disable custom context at any time without deleting it. When disabled, your context won't be included in AI prompts.

Examples

Write clear, specific instructions that describe your preferences.

Chart styling

Define default chart templates, colors, and legend positioning:

## Chart Styling
- Hide gridlines
- Use this color sequence: ["#1f77b4", "#ff7f0e", "#2ca02c"]
- Place legends horizontally below chart

Formatting and language

Set date formats, number separators, and language:

## Formatting and Language
- Format dates as DD/MM/YYYY
- Use comma as decimal separator
- Use space as thousands separator (e.g., 1 234 567,89)
- Use French for the dashboard and charts

Branding

Set company colors and add standard annotations:

## Branding
- Use company colors: navy, steelblue, lightsteelblue
- Add "Source: Internal Data" annotation below charts

Data source connection preferences

Set preferences for how data is processed and cleaned:

## Data Source Connection Preferences
- Fill missing numeric values with column average
- Remove rows with missing values in key columns
- Lowercase all column names on load

Custom chart types

Define domain-specific charts that appear as suggestions on the Explore page:

## Custom Charts
- A "Top 5 Chart" is a horizontal bar chart showing only the top 5 items
by the selected metric, sorted descending, with value labels on each bar.

Custom chart suggestions