With views, you can transform the raw data from your connected datasources into an analysis-ready format using SQL. Once saved, views can be synced to your data schema and queried from any workbook for further analysis. Views can also build on top of each other, enabling you to build more complex data transformations.

You can also configure a Blueprint, a type of view that is configured based on your answers to a series of simple questions. Currently, we support ARR Build Blueprints for Stripe, which provide analysis-ready views of your business's daily ARR movements based on your raw Stripe data.

Manage all views you have access to from the views list, located in the left sidebar of your Equals workspace.

Views can be created for all Equals Warehouse-supported datasources:

• Amplitude
• Hubspot
• Intercom
• Mixpanel
• Quickbooks
• Salesforce
• Segment
• Shopify
• Stripe
• Xero
• Zendesk

Creating views

To create a new view:

1. Go to the views list.
2. Click Create view in the top-right corner.
3. Select a datasource that has already been configured for your workspace.

From here, you'll be dropped into the view editor. In the view editor, you can:

1. Write SQL to define your view.
2. Use the table browser to search for specific tables to include in your view.
3. Preview your view at any point by clicking Preview (or hitting CMD + Enter).
4. Select the ⚙️ icon to give your view a name and description. The name you give your view will be automatically converted into a table name as it will appear in your data schema.

When ready, select Create view to save and sync your view to the data schema in your Equals Warehouse. When your sync is complete, you will see a confirmation notification at the top of your workbook.

Creating dependencies between views

To build more complex transformations, you can create views that reference and build on top of each other in the right order:

1. Using the SQL editor, reference the table name of another view as you would any table in your data schema.
2. You can also use the table browser to identify the view you want to reference.
3. Preview your view at any point by clicking Preview (or hitting CMD + Enter). You must preview your view at least once before saving it.
4. Select Save and rebuild to save changes to the view and sync to Equals Warehouse.

After syncing the dependent view, you'll see it listed in the Used by… section of the view that it references (located in the view details panel on the left side of the view editor).

Joining views

Any views that are built with datasources supported by Equals Warehouse can also be joined. For example, you can join Salesforce and Stripe views to create a unified view of ARR and sales pipeline movements.

To join two existing views:

1. Create a new view, selecting a datasource that corresponds to a view you want to join.
2. In the view editor, select both views and write a JOIN or UNION to append them into a single view.
3. Select Create view to save and sync your joined view.

Editing views

You can edit a view at any point after it has been synced:

1. Select your view from the views list.
2. Click Edit SQL.
3. Make any necessary changes to the SQL query.
4. Click Save and rebuild to save your changes and re-sync the updated view to your data schema. If your view has dependencies, you'll be notified that any changes to your view may impact other views.

Deleting views

To delete a view:

1. Navigate to the views list.
2. Click the ... button next to the view you want to delete.
3. Confirm deletion by selecting Delete view.

If the view you want to delete has dependencies, you will be prompted to either delete or edit the dependent views before you can delete the original.