Visualizations & Reporting

Purpose: Learn how to create, customize, analyze, and present your data using Scoop's powerful visualization tools. Audience: Business Users, Analysts, Presenters

1. Automated Insight Generation

Let Scoop's AI build your visualizations from a simple prompt.

Workflow: Generate an Insight

1. Open the Insight Generator: Look for a "Generate Insight" button or dialog.
2. Select Your Data: Choose the Inbox (dataset) you want to analyze.
3. Choose a Visualization Type: Select the best way to display your data:
   • Column Chart: For comparisons across categories.
   • Line Chart: To show trends over time.
   • Bar Chart: Similar to Column, often used for ranking.
   • Pie Chart: To show parts of a whole (e.g., market share).
   • Table: For detailed, raw data display.
   • KPI: For a single, prominent key performance indicator.
4. Provide a Prompt: Describe what you want to see in natural language (e.g., "Show me monthly sales trends by region," or "What are the top 5 performing products?").
5. Generate: Scoop's AI will create the visualization for you.

2. Creating Custom Metrics (KPIs)

Go beyond basic counts and sums. Define your own Key Performance Indicators.

Workflow: New Metric Dialog

1. Open the New Metric Dialog: Look for an option to "Create New Metric" or "Define KPI".
2. Tabs for Configuration:
   • Source: Select the primary column from your dataset for this metric (e.g., "Sales Amount").
   • Formula: Write Excel-like formulas using existing columns or other metrics.
     • Example: ('Sales' - 'Returns') / 'Sales' for Net Sales Margin.
     • Scoop can validate your formula in real-time.
   • Aggregation: Choose how to summarize your data:
     • Sum, Count, Average (standard aggregations).
     • Cumulative Sum, Cumulative Count (for running totals).
   • Filters: Apply specific conditions to your metric (e.g., "Only Sales from the 'East' Region").
   • Period: Define advanced comparisons:
     • Shift Period: Compare to a previous period (e.g., "Current Month vs. Previous Month").
     • Number of Periods Shifted: Specify how many periods back (e.g., "3" for 3 months ago).
   • Format: Define how the metric should be displayed (e.g., Currency, Percentage, Decimal places).
3. Name & Save: Give your metric a clear name and save it.

3. The Insights Grid (Tables & Data Views)

The Insights Grid allows you to interact with your data in powerful ways, similar to a dynamic spreadsheet.

Key Interactions

• Column Reordering: Drag and drop columns to rearrange them.
• Grouping: Drag a column header to the "Group by" area to aggregate rows by that category (e.g., group sales by "Region").
• Pivoting: Drag a column header to the "Pivot" area to create cross-tabulations (e.g., Sales by Region and Product Category).
• Filtering: Right-click on a column header and select "Create filter" to apply specific conditions.
• Drill-Down: Click on a cell to explore the underlying data or related insights (if enabled).

Customizing the View

• Styling: Adjust colors, fonts, and borders of your grid to match your preferences or branding.
• No Rows Overlay: If no data is found, Scoop provides a clear message.

4. Key Performance Indicators (KPIs)

KPIs are single, prominent numbers that give you an instant overview of a key business metric.

Configuring a KPI

• Metric Selection: Choose the metric you want to display (either a raw column or a custom metric you defined).
• Comparison: Configure how your KPI compares to a benchmark:
  • Vs. Previous Period: Automatically compares to the prior time period.
  • Vs. Target: Compare against a fixed target value.
  • Comparison Type: Define if the comparison is absolute, percentage change, or growth rate.
• Visual Cues: KPIs often include:
  • An arrow indicating "up" or "down" trend.
  • Color coding (e.g., green for positive, red for negative).

5. Time Range Controls

Control the time window of your visualizations.

Options

• Relative Periods:
  • Most Recent: Show the latest available data.
  • Last Day, Last Week, Last Month, Last Quarter, Last Year.
  • Next Day, Next Week, Next Month, Next Quarter, Next Year (for forecasting/planning).
• Absolute Period:
  • All: Show all historical data.
  • Custom: Opens a date picker to define a specific start and end date.

Workflow

1. Locate the Time Range Selector (usually a dropdown menu).
2. Choose your desired time period.
3. The visualization will automatically update.
4. If "Custom" is selected, a calendar dialog will appear for precise date selection.

6. Presentation Mode

Transform your insights into a dynamic, full-screen presentation.

Workflow

1. Enter Presentation Mode: Look for a "Present" or "Full Screen" icon.
2. Navigate Slides:
   • Use the Left/Right Arrow keys on your keyboard.
   • Use the on-screen navigation buttons.
   • Use the Slide Selector dropdown to jump to a specific slide.
3. Content: Presentations can include Images, Videos, Insights (charts/tables), Custom Text, and even interactive prompts.
4. Exit Fullscreen: Press Esc or click the "End" button.