Visualizations & Exports

Creating Visualizations

Natural Language Charts

Simply describe what you want to see:

@Scoop create a bar chart of revenue by region
@Scoop show me a line graph of monthly trends
@Scoop visualize customer distribution on a pie chart
@Scoop plot revenue vs quantity as a scatter plot

![Screenshot: Various chart types created by Scoop]

Automatic Visualization

Scoop intelligently selects chart types:

Trends over time → Line charts
Comparisons → Bar/Column charts
Parts of whole → Pie/Donut charts
Relationships → Scatter plots
Distributions → Histograms

Supported Chart Types

Chart Type	Best For	Example Query
Bar	Comparing categories	"compare revenue by product"
Line	Trends over time	"show monthly growth"
Column	Vertical comparisons	"quarterly results by region"
Pie	Parts of whole	"breakdown of customer types"
Scatter	Correlations	"price vs satisfaction scores"
Area	Cumulative trends	"running total over time"
Heatmap	Matrix data	"activity by hour and day"

Visualization Themes

Available Themes

Customize your visualizations with themes:

![Screenshot: Theme selector showing Dark, Light, and Auto options]

🌙 Dark Theme: High contrast for visibility
☀️ Light Theme: Clean, professional look
🎨 Auto Theme: Matches your brand colors

Changing Themes

Click the theme selector on any visualization:

[📥 Export] [🌙 Dark ▼] [? Help]

Your preference is remembered for future charts.

Auto Theme Magic

When using Auto theme, Scoop:

Analyzes your uploaded presentations
Extracts brand colors
Applies color theory
Creates stunning, on-brand charts

![Screenshot: Auto-themed chart matching company colors]

Understanding Visualizations

Interactive Elements

All visualizations in Scoop are interactive:

Hover for detailed values
Click to drill down
Legend to show/hide series

AI-Generated Insights

Each visualization includes:

Description: What the chart shows
Summary: Key takeaways
Patterns: Notable trends or anomalies

Example:

📊 Revenue by Region - Q4 2024

This chart shows APAC leading with 45% of total revenue, 
followed by North America (30%) and Europe (25%). 
Notable 23% growth in APAC compared to Q3.

Exporting Data

Excel Export

Export any result to Excel:

Click "📥 Export (Excel)"
Scoop generates formatted worksheet
File uploads to Slack
Download and share

![Screenshot: Export button and Excel file in Slack]

What's Included in Exports

Excel exports contain:

Data Tab: Complete query results
Metadata Tab: Query details, filters
Formatting: Headers, number formats
Summary: AI-generated insights

Export Features

Large Datasets: Handles millions of rows
Multiple Sheets: Complex analyses preserved
Formulas: Calculations included
Formatting: Professional appearance

Advanced Visualization Features

Combining Multiple Metrics

show revenue and profit margin by month
plot customer count and average order value
compare forecast vs actual by quarter

![Screenshot: Multi-metric line chart]

Conditional Formatting

Scoop automatically applies smart formatting:

🔴 Red for negative values
🟢 Green for positive growth
📊 Gradients for ranges
🎯 Highlights for outliers

Drill-Down Analysis

Start broad, then narrow:

You: show revenue by region
Scoop: [displays bar chart]
You: drill into APAC
Scoop: [shows APAC countries]
You: focus on Japan trends
Scoop: [shows Japan timeline]

Sharing Visualizations

In Channels

Create visualization privately
Review and refine
Click "Share with Channel"
Add context if needed

![Screenshot: Shared visualization with attribution]

Best Practices for Sharing

Do:

✅ Include clear titles
✅ Add context about why it matters
✅ Highlight key insights
✅ Suggest next steps

Don't:

❌ Share without context
❌ Overload with too many charts
❌ Use unclear metrics
❌ Forget to check data freshness

Export and Embed

For presentations:

Export visualization
Download high-res image
Embed in slides
Maintain interactivity with Scoop link

Visualization Tips

1. Start Simple

Begin with basic charts before complex visualizations:

First: show revenue by month
Then: add product categories  
Finally: include year-over-year comparison

2. Use Appropriate Charts

Let Scoop recommend, but you can specify:

"use a pie chart for market share"
"create a scatter plot for correlation"
"show this as a heatmap"

3. Focus on Insights

Ask Scoop to highlight what matters:

"emphasize the growth trend"
"highlight anomalies"
"show me what's interesting"

Common Visualization Workflows

Executive Dashboard

create a dashboard view of key metrics
show revenue, costs, and margin trends
add customer acquisition funnel
export for board meeting

Performance Analysis

visualize team performance by region
compare against targets
identify top and bottom performers
what factors drive success?

Trend Investigation

show me the trend for [metric]
overlay with [comparison metric]
highlight significant changes
explain what drove the changes