Overview

Views make it easy to transform raw data from your connected datasources into a simpler, analysis-ready table. Once saved, Views are synced to your schema and can be queried from any workbook. With Views, you can unlock the value of your raw data and create a single source of truth for key metrics that your whole team can trust.

You can create a View by either writing custom SQL or using our "Wizard" for Stripe to quickly generate an ARR Build that can be used in any workbook by your team:

Create a View by writing custom SQL

You can use SQL queries to define a custom View of any Fivetran-powered datasource.

Navigate to Views from the left-hand sidebar of your Equals workspace and select New in the top-right corner. From here:

Choose Create your own with SQL editor
Select the datasource you wish to create a View for
Use the SQL Editor to define your View
1. You can use the table browser to find and select fields, and joins to combine data across multiple datasources.
To see your progress as you build your View, click Preview
When you're done, give the View a name at the top of the query editor or from Settings on the right side of the toolbar
Save your View and sync it as a new table to your data schema

Create a Stripe ARR Build

We've created a "Wizard" to help you quickly generate a View of your ARR Build based on your Stripe data that can be synced to your Stripe schema. It will ask you a simple set of questions to understand how your team recognizes ARR and use that business logic to transform your underlying data into something usable.

Here's how to get started:

Navigate to Views from the left-hand sidebar of your Equals workspace and select New in the top-right corner. From here:

Select ARR Build
Answer 5 guided questions to define how your team recognizes ARR
You'll be able to review your answers before selecting Create to sync your ARR Build as a View to your Stripe schema

By default, your view will be named ARR Build. You can rename your View under Settings or by clicking the name of the View at the top of the View editor.

Using Views in your analysis

After saving and syncing a View, you can query that View from any workbook just as you would any other table in your data schema.

To get started:

Open any workbook
Open the Connections sidebar and select the datasource you used to create your View
Use the SQL Editor or Query Builder to select your View. It will have the same name you gave your View in this format: VIEW_NAME

Supported datasources for Views

You can create Views using any Fivetran-powered datasource, including:

Stripe
Quickbooks
Xero
Intercom
HubSpot
Zendesk Support
Salesforce
Twitter Ads
Facebook Ads
Google Ads
Shopify

FAQ

Who has access to my saved Views?

Currently, all members in your workspace with access to the datasource a View is built on will also be able to see, modify, and create queries using that View.

To see who has access to the datasource:

Navigate to Datasources from the bottom-left of the sidebar in your Equals workspace
Click ... to the right of any datasource
Select Share to see who has access

Can I remove a saved View from my data schema?

Yes, you just need to delete the View. To do so:

Navigate to Views from the bottom-left of the sidebar in your Equals workspace
Click ... to the right of the View you want to remove
Select Delete

What happens if I mistakenly delete a saved View?

To restore a saved View that was mistakenly deleted, reach out to us at help@equals.com or send us a message using the messenger in the bottom-right corner of your browser window.

Sharing workbooks

Import a sheet from another workbook

Join across datasources

Querying data from a workbook

Referencing a cell in a query