---
updatedAt: 2026-01-13T23:08:21.000Z
agentTools:
  projectIndex: https://docs.scoopanalytics.com/llms.txt
---

# 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

***

## 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.