Analyzing Changes
Track what changed between snapshots
Analyze Changes
Note: This feature is critical for Snapshot analysis but often missed.
🎯 Intent Triggers
If the user asks about:
- "How do I see what changed?"
- "Drilling into new rows"
- "Tracking deleted items"
- "Snapshot variance analysis"
🧠 Core Concept: Change Detection
The "Analyze Changes" toggle in the Explorer Config tab unlocks special grouping attributes derived from Scoop's Snapshot engine.
When enabled, it exposes a new Group By option called "Change Status" (or similar), which segments your data into:
- Added: Rows present today but not in the previous snapshot.
- Removed: Rows present previously but missing today.
- Modified: Rows where a value (e.g., Stage, Amount) changed.
- Unchanged: Rows that are identical.
📝 Solution Recipe: Visualizing Pipeline Changes
Scenario: You want to see how your sales pipeline changed since last week.
- Open Explorer: Load your Opportunity dataset.
- Config Tab: Open the Right Drawer -> Properties.
- Enable Advanced: Toggle "Advanced" to On.
- Enable Analyze Changes: Scroll down and toggle "Analyze Changes" to On.
- Group By: In the "Group By" selector, choose Change Status (or the equivalent generated column).
- Visualize: Use a Stacked Bar Chart.
- X-Axis:
Time(Weekly) - Stack:
Change Status - Result: You see bars showing New vs. Lost vs. Modified deals each week.
- X-Axis:
💡 "Pro Tip"
- "Combine 'Analyze Changes' with 'Process Mining' (Sankey Chart) to visualize the flow of modifications (e.g., 'Prospecting' -> 'Qualification')."
Updated 20 days ago