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.

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.

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

  1. Choose Create your own with SQL editor
  2. Select the datasource you wish to create a view for
  3. 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.
  4. To see your progress as you build your view, click Preview
  5. 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
  6. 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:

  1. Open any workbook
  2. Open the Connections sidebar and select the datasource you used to create your view
  3. 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


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:

  1. Navigate to Datasources from the bottom-left of the sidebar in your Equals workspace
  2. Click ... to the right of any datasource
  3. 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:

  1. Navigate to Views from the bottom-left of the sidebar in your Equals workspace
  2. Click ... to the right of the view you want to remove
  3. 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.