Scoop makes it easy to transform your data into compelling visualizations. Whether you want a simple bar chart or a complex time series, you can create charts in just a few clicks—no coding required.

Quick Start

Step	Action	Result
1	Click a metric column	Instant chart appears
2	Select chart type	Visualization updates
3	Add grouping dimension	Data segmented
4	Customize appearance	Ready to share

Step-by-Step Guide

Step 1: Open Your Dataset

Navigate to your dataset in Scoop. Ensure your data is loaded and visible.

Access Method	How
From Datasets page	Click dataset name
From Explorer	Select dataset from dropdown
From Canvas	Click "Add Visualization"

Step 2: Select Data to Visualize

Choose what to visualize using the Explorer panel:

Data Type	Role in Chart	Examples
Dimensions (text/categories)	X-axis labels, legend groups	Region, Product, Status
Metrics (numbers)	Y-axis values, bar heights	Revenue, Count, Amount
Dates	Time axis, trends	Created Date, Close Date

Quick selection:

Click any column header to visualize it instantly
Scoop auto-detects whether it's a dimension or metric

Step 3: Choose Chart Type

Click the Chart button in the toolbar to select your visualization:

Chart Type	Best For	Example Use
Column Chart	Comparing categories	Revenue by Region
Bar Chart	Horizontal comparison	Top 10 Products
Line Chart	Trends over time	Monthly Revenue
Area Chart	Cumulative trends	Pipeline over time
Pie Chart	Part-to-whole	Revenue by Segment
Donut Chart	Part-to-whole with center stat	Deal Stage Distribution
Scatter Plot	Correlations	Price vs. Volume
KPI Card	Single metric highlight	Total Revenue
Table	Detailed multi-metric	Full data view

Choosing the Right Chart

Your Question	Recommended Chart
"How do these categories compare?"	Column/Bar
"What's the trend over time?"	Line/Area
"What portion is each segment?"	Pie/Donut
"Is there a correlation?"	Scatter
"What's the key number?"	KPI Card
"Show me the details"	Table

Step 4: Configure Your Chart

Dimensions (Grouping)

Setting	Purpose	Example
Group By	Split data into categories	By Region
Stack By	Add second grouping level	Stack by Product
Color By	Color segments differently	Color by Status

Metrics (Values)

Setting	Purpose	Example
Primary Metric	Main value displayed	Sum of Revenue
Secondary Metric	Additional axis (dual-axis)	Count of Deals
Aggregation	How to combine values	Sum, Count, Average

Filters

Filter Type	Effect
Dimension filter	Include/exclude categories
Date range	Limit time period
Metric filter	Only values meeting criteria

Date Settings

Setting	Options
Date Column	Which date to analyze by
Period	Day, Week, Month, Quarter, Year
Range	Last week/month/year, custom
Period Type	Rolling vs. Calendar

Step 5: Customize Appearance

Colors

Option	Description
Theme colors	Apply from visual theme
Custom colors	Pick specific colors
Color by value	Conditional coloring

Labels and Legends

Setting	Options
Data labels	Show values on chart
Legend position	Top, bottom, left, right, none
Axis labels	Customize axis text
Title	Chart heading

Sorting

Option	Effect
By value	Largest to smallest (or reverse)
Alphabetical	A-Z ordering
Custom	Define your own order

Formatting

Setting	Options
Number format	Currency, percentage, decimals
Axis range	Auto or manual min/max
Grid lines	Show or hide

Interactive Features

Drill-Down

Click any chart element to drill into details:

Click	Result
Bar/slice	Filter to that value
Time period	Drill to finer granularity
Category	See underlying records

Tooltips

Hover over chart elements for:

Exact values
Percentage of total
Additional metrics

Filtering

Click elements to filter other charts on the same canvas.

Common Chart Configurations

Sales Performance

Element	Configuration
Chart Type	Column
Metric	Sum of Amount
Dimension	Sales Rep
Sort	By value, descending

Trend Over Time

Element	Configuration
Chart Type	Line
Metric	Sum of Revenue
Date	Monthly
Range	Last 12 months

Pipeline Distribution

Element	Configuration
Chart Type	Donut
Metric	Count of Deals
Dimension	Stage
Sort	By pipeline order

Top Products

Element	Configuration
Chart Type	Horizontal Bar
Metric	Sum of Sales
Dimension	Product
Filter	Top 10 by value

Tips for Great Charts

Keep It Simple

Practice	Why
One insight per chart	Clear communication
Limit series to 5-7	Avoid visual clutter
Use clear labels	Immediate understanding

Choose Appropriate Scales

Scenario	Recommendation
General comparison	Let Scoop auto-scale
Emphasize differences	Set manual range
Multiple charts	Use consistent scales

Add Context

Element	Purpose
Descriptive title	Explain the insight
Annotations	Call out key points
Comparison lines	Show targets/benchmarks

Consider Your Audience

Audience	Recommendation
Executives	High-level summaries, KPIs
Analysts	Detailed, drill-down enabled
Operations	Current status, actionable

Troubleshooting

Chart Shows No Data

Check filter settings
Verify date range includes data
Confirm dimension/metric selection

Wrong Values Displayed

Check aggregation method (sum vs. count)
Verify correct date column selected
Review filter conditions

Chart Looks Crowded

Add filters to reduce data
Use "Top N" to limit categories
Consider different chart type

Colors Don't Match

Apply consistent theme
Check color-by settings
Verify legend mapping

What's Next?

Save Your Chart - Preserve for reuse
Add to Canvas - Build presentations
Time Series Charts - Advanced time analysis
Visual Themes - Consistent styling

How to Create a Chart