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User GuideDiscussions
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User Guide
User GuideDiscussions

Start Guide

  • 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
    • Getting Started with Scoop for Slack
    • Using Scoop in Channels
    • Using Scoop in Direct Messages
    • Working with Datasets in Scoop for Slack
    • Uploading and Analyzing Files
    • Visualizations & Exports
    • Advanced Features
    • FAQ & Troubleshooting
    • Enterprise Slack Sharing
    • Machine Learning Analytics
    • Personal Decks & Saved Queries
    • Understanding Scoop AI

Connecting to Data

  • Connect Your Data
    • Choose a Data Source
    • Upload a File or Spreadsheet
    • Connecting to a Database
    • Loading a Spreadsheet
    • Uploading a Single Report
    • Importing HTML Reports
    • Grouped and Banded Reports
    • Email & Automated Imports
    • Best Practices in Selecting & Creating Source Reports
    • Automated Snapshotting of Google Sheets Data
    • Automated Snapshotting of Excel 365 Data
  • Connecting to a Business Application
  • Supported Databases
    • Snowflake
    • PostgreSQL
    • MySQL
    • Amazon Redshift
    • Google BigQuery
    • Oracle Database
    • SQL Server
    • MariaDB
    • ClickHouse
    • Greenplum
    • IBM DB2
    • Teradata
    • Vertica
  • Live Query
  • Supported Applications
    • Airtable
    • Amplitude
    • Apollo.io
    • Asana
    • Calendly
    • Close.com
    • Copper CRM
    • Crystal Reports
    • Freshdesk
    • Gong
    • Google Ads
    • Google Analytics
    • Google Data Studio (Looker Studio)
    • Hubspot
    • Intercom
    • Jira
    • Klaviyo
    • LinkedIn
    • Mailchimp
    • Meta Ads
    • Microsoft Dynamics 365
    • Microsoft Power BI
    • Microsoft Reporting Services (SSRS)
    • Monday.com
    • Multiple Listing Service (MLS)
    • NetSuite
    • Notion
    • Outreach
    • Oracle BI
    • Pipedrive
    • QuickBooks
    • Salesforce.com
    • Salesloft
    • Sharetribe
    • Shopify
    • Snowflake
    • Sprout Social
    • Square
    • Stripe
    • Tableau
    • WooCommerce
    • Workday
    • Yardi
    • Zendesk
  • Best Practices for Source Reports

Preparing Datasets

  • Understanding Scoop Datasets
    • How Scoop Derives a Dataset from a Report
    • Handling Report Changes
    • Snapshot Datasets and Tracking Changes
    • Intelligent Handling Dates in Data
    • Other Dataset Options
  • 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
    • Segmentation/Clustering (Common Groups)
    • Predictive Relationships
    • Period/Time Range Comparisons
    • Group/Population Comparisons

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
    • Interactive Charts and Tables
    • Sheetlets
    • KPI Summaries
    • Prompts
    • Drawing Objects
  • Presenting a Canvas
  • Importing a Powerpoint or Slides Presentation
    • AI Generated Color Themes
    • Automatically Filling Data into a Presentation
    • How to Create a 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 6 months ago


Creating Re-usable KPI Formulas
How to Create a KPI