Views
Create analysis-ready tables that can be queried from any workbook
Views make it easy to transform raw data from your connected datasources into simpler, analysis-ready tables. 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..
Create a view by writing custom SQL
You can use SQL queries to define a custom View.
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. Here, 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
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 wiew in this format:
VIEW_NAME
Supported datasources for views
You can create views using any of the below datasources:
- 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 [email protected] or send us a message using the messenger in the bottom-right corner of your browser window.
Updated 5 months ago