# Visualizations & Reporting Guide

Create, customize, analyze, and present your data with Scoop's visualization tools

# Visualizations & Reporting

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

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## 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.

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## 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.

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## 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.

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## 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).

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## 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.

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## 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.