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User Guide Discussions

User Guide

User Guide Discussions

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What is Scoop?
Meet Your AI Data Analyst
The Power of Why - Autonomous Investigations
Investigation Patterns - What to Ask Your AI Analyst

FOR TEAMS

Team Management & Workspace Sharing

Scoop for Slack

Scoop for Slack

Connecting to Data

Connect Your Data
Connecting to a Business Application
Supported Databases
Live Query
Supported Applications
Best Practices for Source Reports

Preparing Datasets

Understanding Scoop Datasets
Adding Calculated Columns
Reprocessing Data
Blending Two Datasets
- Dataset Queries
Formula Reference

AI Analytics

Demo Chat
Automated Dataset Analysis
Chat with Your Data
Machine-Learning Playbooks

Exploring and Visualizing Data

Analyzing Data with Explorer
Visualizing Data by Time
Visualizing Data not by Time
Filtering Data
Creating Re-usable KPI Formulas
- How to Save a KPI
- How to Create a KPI
Re-usable Visual Themes
Chart Types
- How to Create a Chart
- How to Save a Chart
Tables and Pivot Tables
Advanced Chart Types
Analyzing Changes

Canvases

What is a Canvas and What can it Do?
Canvas Objects
Presenting a Canvas
Importing a Powerpoint or Slides Presentation
Sharing a Presentation
Scoop in Canva
Canvas Interactions & Shortcuts

Process Mining

Introduction to Process Mining with Scoop
Snapshotting Setup & Best Practices
Process Analysis

Live Worksheets

Creating a Live Worksheet
Embedding a Named Range in a Canvas (Sheetlet)
Google Sheets Plugin
Installing Scoop for Sheets Plugin for Google Sheets

Enterprise Features

Admin Guide
Security & Compliance
Embedded Chat
Bring Your Own Key (BYOK)
CRM Writeback
AI Limits & Billing
Bulk Data Loading

Comparisons

Scoop vs Traditional BI Tools - AI Analyst vs Query Builders

Recipes

Understanding Recipes
Pipeline Health Investigation
Customer Churn Investigation
Period Comparison Investigation
Marketing Attribution Investigation
Team Performance Investigation

User Guides

How Scoop Investigates
Interface & Controls Guide
Visualizations & Reporting Guide
Data Connectors Setup Guide
Canvases & Recipes Deep Dive
Recipes, Collaboration & Export
Bulk Data Loading Guide
Administration & Configuration

Developers

Embedding Scoop

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How to Save a KPI

Save your KPIs for dashboards and automated reporting

Updated 5 months ago

Creating Re-usable KPI Formulas

How to Create a KPI