# Interface & Controls Guide

Master the Scoop UI for querying, filtering, and uploading data

# Interface & Controls

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

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## 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.

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## 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").

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## 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.