Interface & Controls

Purpose: Master the Scoop UI for querying, filtering, and uploading data. Audience: All Users

1. File Upload & Ingestion

The Upload Wizard is your gateway to getting data into Scoop.

Supported Formats

• CSV / XLSX: Standard spreadsheets.
• PDF: Document analysis.
• ZIP: Archives of multiple files.

Step-by-Step Upload

1. Drag & Drop: Drag your file into the upload zone (or click to browse).
   • Note: You can currently upload only one file at a time.
2. Inbox Selection:
   • Existing Inbox: Append this file to a dataset you already created.
   • New Inbox: Create a fresh dataset. You will need to provide:
     • Name: A clear, business-friendly name (e.g., "Q3 Sales").
     • Description: A hint for the AI (e.g., "Transaction logs for the Northeast region").
3. Processing: The system will upload the file and poll for completion. Do not close the window until the spinner finishes.

2. Query Definition (The "Advanced" Bar)

When viewing a dataset or query result, use the Query Toolbar to refine your view.

Time Controls

• Snapshot Mode: By default, Scoop uses the "Latest" snapshot. Toggle this off to view historical states.
• Time Filters: Quickly slice data by:
  • Last Day / Last Week / Last Month
  • Quarterly / Annually
  • All Time (No filter)

Aggregation & Grouping (Advanced Switch)

Flip the "Advanced" switch to unlock analytical power:

1. Aggregate Data: Toggle this to group rows instead of seeing raw transactions.
2. Group By Date: Choose your time grain:
   • Daily (Trend lines)
   • Weekly / Monthly (Reporting periods)
   • Quarterly / Yearly (Strategic views)
3. Change Analysis: Toggle "Retrieve change data" to see Deltas (what changed since yesterday) instead of absolute values.

Data Preview

• Source Data: See the raw rows matching your filters.
• Results Preview: See the final aggregated numbers (e.g., "Total Revenue by Month").

3. Filtering Data

Scoop provides a visual Filter Creator to slice your data without writing SQL.

Filter Logic

• Standard Operators: Equals, Not Equals.
• Range Search: Use Between to select a Start and End value (e.g., Price between $10 and $50).
• Null Handling: Use IsNull (missing data) or IsNotNull (present data).
• Search: Use the Search bar to find specific values within a column.

Workflow

1. Click the Filter icon.
2. Select the Column you want to filter (e.g., "Region").
3. Choose your Operator (e.g., "Equals").
4. Select values from the checklist (Scoop auto-populates this from your data).
5. Click Save to apply.