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:

  1. Added: Rows present today but not in the previous snapshot.
  2. Removed: Rows present previously but missing today.
  3. Modified: Rows where a value (e.g., Stage, Amount) changed.
  4. Unchanged: Rows that are identical.

📝 Solution Recipe: Visualizing Pipeline Changes

Scenario: You want to see how your sales pipeline changed since last week.

  1. Open Explorer: Load your Opportunity dataset.
  2. Config Tab: Open the Right Drawer -> Properties.
  3. Enable Advanced: Toggle "Advanced" to On.
  4. Enable Analyze Changes: Scroll down and toggle "Analyze Changes" to On.
  5. Group By: In the "Group By" selector, choose Change Status (or the equivalent generated column).
  6. 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.

💡 "Pro Tip"

  • "Combine 'Analyze Changes' with 'Process Mining' (Sankey Chart) to visualize the flow of modifications (e.g., 'Prospecting' -> 'Qualification')."