Jump to Content

User Guide Discussions

User Guide

User Guide Discussions

All

Pages

Start typing to search…

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

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

Powered by

How to Save a KPI

Save your KPIs for dashboards and automated reporting

Updated 3 months ago

Creating Re-usable KPI Formulas

How to Create a KPI