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Personal Decks & Saved Queries

Personal Decks & Saved Queries: Your Analytics Automation Toolkit

Transform repetitive analysis into one-click insights. Build your personal library of queries and combine them into powerful decks for instant intelligence.

📚 What Are Saved Queries?

Saved queries are your personal analytics shortcuts - capture any analysis and rerun it with fresh data anytime. Perfect for:

  • Recurring Reports: Weekly metrics, monthly summaries
  • Complex Analyses: Multi-step queries you've perfected
  • Team Standards: Consistent metrics everyone uses
  • Time Savers: Never recreate the wheel

💾 Saving Your First Query

Method 1: Natural Language

You: Show revenue by product category with YoY growth
Scoop: [displays comprehensive analysis]
You: save this as "Product Performance Report"
Scoop: ✅ Saved query "Product Performance Report"

You can now run this anytime by saying:
- "run Product Performance Report"
- "/scoop run Product Performance Report"

Method 2: Button Click

After any query result, click the 💾 Save Query button:

[Your analysis results here]

[📥 Export] [📢 Share] [💾 Save Query] [Menu]
        ↓
  Enter query name: "Weekly Pipeline Review"
  [Save] [Cancel]

Method 3: Slash Command

/scoop save Monthly Customer Health Check

This saves your most recent query with the specified name.

Smart Naming Tips

✅ Good Names:

  • "Weekly Sales Pipeline Review"
  • "Monday Morning Metrics"
  • "Customer Health Check Q4"
  • "Executive Revenue Summary"

❌ Avoid:

  • "Query 1"
  • "Test"
  • "Revenue" (too generic)
  • "asdfasdf"

🔄 Running Saved Queries

Quick Execution

You: run Product Performance Report
Scoop: 🔄 Running saved query with latest data...

📊 Product Performance Report
━━━━━━━━━━━━━━━━━━━━━━━━━━━
Updated: Just now
Dataset: Sales Analytics (current data)

[Fresh results with current data displayed]

Slash Command

/scoop run Weekly Pipeline Review

From Your Library

You: list my saved queries
Scoop: 📚 Your Saved Query Library:

1. "Product Performance Report" 
   Created: Dec 1 | Last run: 2 days ago | Dataset: Sales

2. "Weekly Pipeline Review"
   Created: Nov 28 | Last run: Today | Dataset: CRM

3. "Customer Health Metrics"
   Created: Nov 15 | Last run: 1 week ago | Dataset: Success

[Run] [Edit] [Delete] [Add to Deck]

🎯 Personal Decks: Query Collections

Personal decks are collections of saved queries that run together - think of them as your analytics playlists. Create comprehensive dashboards with a single command.

Creating Your First Deck

You: create deck "Monday Executive Dashboard"
Scoop: 🎯 Created new deck "Monday Executive Dashboard"

Now add queries by:
1. Running any query and saying "add to deck"
2. Adding from your saved queries
3. Creating new queries to add

Building Your Deck

Add Current Results:

You: Show weekly revenue trend with forecast
Scoop: [displays chart]
You: add this to my Monday Executive Dashboard
Scoop: ✅ Added to deck (1 query)

Add Saved Queries:

You: add "Product Performance Report" to my deck
Scoop: ✅ Added saved query to deck (2 queries)

Add Multiple Queries:

You: Show me pipeline velocity
Scoop: [displays metrics]
You: add to deck

You: What are our top risk accounts?
Scoop: [displays list]
You: add to deck

You: Forecast next month's revenue
Scoop: [displays prediction]
You: add to deck

Scoop: ✅ Your deck now has 5 queries

📊 Running Decks

Execute Your Deck

You: run my Monday Executive Dashboard
Scoop: 📊 Running deck "Monday Executive Dashboard"...

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
Query 1/5: Weekly Revenue Trend
[Chart displayed]

Query 2/5: Product Performance  
[Analysis displayed]

Query 3/5: Pipeline Velocity
[Metrics displayed]

Query 4/5: At-Risk Accounts
[List displayed]

Query 5/5: Revenue Forecast
[Predictions displayed]
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

✅ Deck complete! All queries executed in 23 seconds.

[📥 Export All] [📊 Export to PowerPoint] [📢 Share Results]

Quick Deck Execution

/scoop deck

Runs your most recently used deck.

List Your Decks

You: show my decks
Scoop: 🗂️ Your Personal Deck Library:

📊 "Monday Executive Dashboard" (5 queries)
   Last run: 2 days ago
   Contents: Revenue, Products, Pipeline, Risk, Forecast
   
📈 "Weekly Team Review" (7 queries)
   Last run: Yesterday
   Contents: Performance, Goals, Blockers, Wins...
   
🎯 "Customer Success Scorecard" (4 queries)
   Last run: 1 week ago
   Contents: Health, Churn, Upsell, Support

[Run Deck] [Edit] [Share] [Export Template]

📤 Exporting Decks to PowerPoint

One-Click PowerPoint Generation

After running any deck:

[📊 Export to PowerPoint]
        ↓
Scoop: 🎨 Generating PowerPoint presentation...

✅ Created "Monday Executive Dashboard.pptx"
- Title slide with date/time
- 5 content slides (one per query)
- Formatted charts and tables
- Executive summary slide
- Appendix with details

[📥 Download PowerPoint] [✉️ Email] [🔗 Share Link]

PowerPoint Features

Automatic Formatting:

  • Company branding applied (if configured)
  • Consistent slide layouts
  • High-resolution charts
  • Formatted data tables
  • Speaker notes with insights

Slide Structure:

Slide 1: Title & Agenda
Slide 2: Weekly Revenue Trend (with chart)
Slide 3: Product Performance (with table)
Slide 4: Pipeline Velocity (with metrics)
Slide 5: At-Risk Accounts (with action items)
Slide 6: Revenue Forecast (with confidence levels)
Slide 7: Executive Summary
Slide 8: Appendix & Methodology

Customization Options

You: export deck to PowerPoint with dark theme
You: create PowerPoint with speaker notes
You: export deck as editable PowerPoint

🛠️ Managing Queries and Decks

Edit Saved Queries

You: edit "Product Performance Report"
Scoop: 📝 Editing saved query...

Current query: "Show revenue by product category with YoY growth"
[Edit Query Text] [Update Name] [Change Dataset] [Save] [Cancel]

Modify Decks

You: remove "Pipeline Velocity" from Monday Executive Dashboard
Scoop: ✅ Removed. Deck now has 4 queries.

You: reorder deck with Revenue Forecast first
Scoop: ✅ Reordered. New sequence:
1. Revenue Forecast
2. Weekly Revenue Trend
3. Product Performance
4. At-Risk Accounts

Share Templates

You: share my Monday Executive Dashboard template
Scoop: 📤 Sharing options:

1. Export deck template (JSON)
2. Share query list (text)
3. Create team deck (admin only)
4. Generate setup instructions

[Export Template] [Copy Share Text]

💡 Advanced Features

Conditional Queries

Add logic to your decks:

You: add "If churn rate > 5%, analyze churn drivers" to deck
Scoop: ✅ Added conditional query. Will only run if condition is met.

Parameterized Queries

Create flexible templates:

You: save "Revenue for [TIME_PERIOD] by [DIMENSION]" as template
Scoop: ✅ Saved parameterized query template

You: run template with "last quarter" and "region"
Scoop: Running: Revenue for last quarter by region...

Scheduled Decks (Coming Soon)

You: schedule Monday Executive Dashboard for Mondays at 8am
Scoop: ⏰ Deck scheduled. You'll receive results via:
- Slack DM
- Email summary
- PowerPoint attachment

Deck Insights

You: analyze my deck usage
Scoop: 📊 Deck Analytics:

Most run deck: "Monday Executive Dashboard" (52 times)
Average runtime: 18 seconds
Most edited query: "Revenue Forecast"
Time saved: ~4 hours/month

🎯 Best Practices

Organize by Purpose

Daily Operations Deck:

  • Key metrics snapshot
  • Anomaly alerts
  • Team performance
  • Action items

Weekly Review Deck:

  • Trend analysis
  • Goal progress
  • Pipeline health
  • Competitive intel

Monthly Executive Deck:

  • Strategic KPIs
  • Predictive insights
  • Market analysis
  • Recommendations

Query Design Tips

  1. Make them reusable: Avoid hard-coded dates
  2. Clear naming: Others should understand from name
  3. Add context: Include brief descriptions
  4. Version control: Date significant changes

Deck Optimization

  1. Logical flow: Tell a story with your queries
  2. Load balance: Mix heavy and light queries
  3. Action focus: End with next steps
  4. Time conscious: Keep under 10 queries

🚀 Power User Workflows

Morning Intelligence Brief

Deck: "Daily Intelligence"
1. Overnight anomalies
2. Key metric changes
3. At-risk alerts
4. Competitor updates
5. Team achievements

Auto-export to PowerPoint for 9am standup

Board Meeting Prep

Deck: "Board Package"
1. Executive summary
2. Financial performance
3. Strategic initiatives
4. Risk assessment
5. Forecast & guidance

Export to PowerPoint with appendix

Team Performance Review

Deck: "Team Scorecard"
1. Individual metrics
2. Team comparisons
3. Goal progress
4. Improvement areas
5. Recognition highlights

Share in team channel weekly

🔧 Troubleshooting

Common Issues

"Query not found"

  • Check exact name and spelling
  • Verify query hasn't been deleted
  • Try listing all saved queries

"Deck won't run"

  • Ensure all queries in deck still exist
  • Check dataset access
  • Verify no syntax errors

"Export failed"

  • Check export size limits
  • Ensure visualization compatibility
  • Try exporting queries individually

Tips for Success

  1. Start small: Build decks incrementally
  2. Test regularly: Ensure queries stay relevant
  3. Document purpose: Add descriptions to complex queries
  4. Share knowledge: Export templates for team use

Next Steps

Ready to automate your analytics?

  1. Save your most-used query right now
  2. Create your first deck with 3-5 queries
  3. Run it tomorrow to see the time savings
  4. Export to PowerPoint for your next meeting
  5. Share templates with your team

Transform hours of analysis into seconds of insight with Personal Decks & Saved Queries! 🚀

Updated 6 days ago