📘

Workspaces will migrate to a new and improved query experience, starting the week of May 15, 2024. For more, see this help doc.

Saved queries enable workspace members to create, share, and manage queries and import scripts. Changes to a saved query will automatically update across all workbooks in which that saved query is used, ensuring that data is pulled consistently across multiple analyses.

Creating and updating saved queries

To create a saved query:

1. Select the Saved Queries listing on the left hand side of the Equals home screen, then click Create a Saved Query. Note that you can also create a saved query from an existing query within a workbook, by clicking on the... dropdown.
2. Connect to a datasource and write your query using the query builder or SQL editor. You can select Preview Query to review the output as you build the query, and can even create calculated columns in the preview area.
3. When ready, give your query a name at the top of the editor. If you select the icon adjacent to the title, you can also add a description. Then click Create.

You can update this query at any time by making changes to the saved query and then selecting Publish Changes in the top right corner of the editor. The published changes will be applied automatically across any workbook that uses that saved query.

Sharing saved queries

To share a saved query, select the Share button in the upper right corner of your screen. You have two choices here, Read only and Can edit sharing.

• Read only allows a user to execute the saved query but does not give the user any editing access to the saved query, nor visibility into the written command.
• Can edit allows a user to make changes to the underlying query and allows them to view the saved query edit and preview console.

To use a saved query, open a new workbook or sheet and click on the Connections button. Scrolling down, you’ll see saved queries listed. Clicking on the query and selecting Connect will pull the data into your workbook.

FAQ

What if I share a query with someone who doesn't have access to the datasource?

If you share a query with a user in run mode, they will be able to view the output of the query regardless of whether or not they have access to the datasource. They will not be able to modify the query in any way or view any additional information stored in the database.

If you share a query with a user in edit mode, they will be granted access to the underlying database.

What if I want to remove a user from a saved query?

You can revoke access to a saved query, which will remove datasource access if the user previously had edit access to the saved query. Revoking access to a saved query will also remove any query runs from this database from all sheets they have access to.

Will users be able to modify calculated columns in the saved query?

No - the calculated columns created in the saved query previewer will appear as results only fields (in purple) when pulled into a workbook.