# Concepts

## Docs

- [Equals Documentation](https://docs.equals.com/index.md): Query, analyze, and report live data with the flexibility of a spreadsheet and the power of BI.
- [Overview](https://docs.equals.com/docs/getting-started.md): Get a basic understanding of Equals' core concepts and features.
- [Datasources FAQ](https://docs.equals.com/docs/faq.md): Learn how we keep your connection details secure and manage data access
- [Resources & tutorials](https://docs.equals.com/docs/resources.md): Resources for self-learning and ways to get in touch for further support
- [Overview](https://docs.equals.com/docs/workspaces.md): Create and configure your Equals workspace
- [Sharing and permissions](https://docs.equals.com/docs/sharing-permissions.md): Share and control access to your work in Equals
- [Folders](https://docs.equals.com/docs/folders-filters.md): Organize workbooks and saved queries with folders
- [Overview](https://docs.equals.com/docs/how-to-spreadsheet.md): Best practices for building an analysis in a spreadsheet – for novices and pros.
- [Organizing workbooks for analysis](https://docs.equals.com/docs/organizing-workbooks-for-analysis.md): Structure your spreadsheet tabs to create analyses that are easy to follow and understand.
- [Preparing data for analysis](https://docs.equals.com/docs/preparing-data-for-analysis.md): Correctly pull and structure raw data to build robust analyses that scale.
- [Building and sharing analyses](https://docs.equals.com/docs/building-and-sharing-analyses.md): Create robust analyses that drive action with auto-distributed dashboards.
- [Overview](https://docs.equals.com/docs/arr-build-get-started.md): Put your ARR reporting on autopilot with your Equals ARR Build, workbooks, and dashboards
- [Managing your ARR Build](https://docs.equals.com/docs/managing-your-arr-build.md): Configure and maintain your custom ARR Build
- [Overview](https://docs.equals.com/docs/using-your-arr-build-views.md): Learn how to use your ARR Build for analysis in any Equals workbook
- [ARR Build Daily by Customer](https://docs.equals.com/docs/arr-build-daily-by-customer.md): Understand and use the ARR Build Daily by Customer view
- [ARR Build Invoice Items](https://docs.equals.com/docs/arr-build-invoice-items.md): Understand the ARR Build Invoice Items view
- [Equals MCP](https://docs.equals.com/docs/equals-mcp.md)
- [Memories API](https://docs.equals.com/docs/memories-api.md)
- [Data Sync Overview](https://docs.equals.com/docs/data-syncing-overview.md): Get an overview of supported datasources and their configuration within Equals
- [SQL Database Overview](https://docs.equals.com/docs/connecting-sql-databases-to-equals.md): Learn how to find your SQL database connection details and grant Equals access from our IP address
- [AWS RDS](https://docs.equals.com/docs/aws-rds.md): Connect a Postgres, MySQL, or SQL Server database hosted on AWS
- [AWS Redshift](https://docs.equals.com/docs/aws-redshift.md): Connect an AWS Redshift warehouse
- [Azure](https://docs.equals.com/docs/azure-sql-server.md): Connect a SQL Server databased hosted on Azure
- [BigQuery](https://docs.equals.com/docs/bigquery-connection-guide.md): Connect a Google BigQuery warehouse from Equals
- [DigitalOcean](https://docs.equals.com/docs/digitalocean.md): DigitalOcean supports both Postgres and MySQL database types. The instructions for each type are the same. If your database is clustered, you will need to find the specific instance within the cluster you want to connect to.
- [PlanetScale](https://docs.equals.com/docs/planetscale.md): Connect a PlanetScale database with our MySQL connector
- [Railway](https://docs.equals.com/docs/railway.md): Connect a Postgres or MySQL databased hosted on Railway
- [Snowflake](https://docs.equals.com/docs/snowflake.md): Connect to a Snowflake warehouse from Equals
- [Supabase](https://docs.equals.com/docs/supabase.md): Connect a Postgres database hosted on Supabase
- [CSV](https://docs.equals.com/docs/csv-files.md): Query from a CSV file in Equals
- [Google Sheets](https://docs.equals.com/docs/google-sheets.md): Connect your Google Sheets to Equals
- [Netsuite](https://docs.equals.com/docs/netsuite.md): Connect your NetSuite instance to Equals
- [Plaid](https://docs.equals.com/docs/plaid.md): Connect your company's bank account to Equals via Plaid
- [Quickbooks](https://docs.equals.com/docs/quickbooks.md): Connect your QuickBooks instance to Equals
- [Salesforce](https://docs.equals.com/docs/salesforce.md): Connect your SFDC instance to Equals
- [Segment](https://docs.equals.com/docs/segment.md): Connect your Segment instance to Equals
- [Stripe](https://docs.equals.com/docs/stripe.md): Connect your company's Stripe account to Equals
- [Xero](https://docs.equals.com/docs/xero.md): Connect your Xero instance to Equals
- [Create views](https://docs.equals.com/docs/create-views.md)
- [Manage access to views](https://docs.equals.com/docs/managing-access-to-views.md): Determine who can create, edit, and query a view.
- [Query views from a workbook](https://docs.equals.com/docs/querying-views-from-a-workbook.md): Query a synced view from any Equals workbook for further analysis
- [Views in your warehouse](https://docs.equals.com/docs/views-in-your-warehouse.md)
- [Overview](https://docs.equals.com/docs/write-an-import-script-connection.md): You can write import scripts using either Javascript or Python to build custom integrations with Equals, pulling in data from outside sources such as third party APIs.
- [Secret groups](https://docs.equals.com/docs/secret-groups.md): Store Import Script secrets in an encrypted, shareable store
- [Airtable](https://docs.equals.com/docs/airtable.md): Example Javascript code for importing data from Airtable
- [Auth0](https://docs.equals.com/docs/auth0.md): Example Javascript code for importing data from Auth0
- [Deputy](https://docs.equals.com/docs/deputy.md): Example Javascript code for importing data from Deputy
- [Github](https://docs.equals.com/docs/github.md): Example Javascript code for importing issues from Github
- [Google Analytics](https://docs.equals.com/docs/import-from-google-analytics.md): Example Javascript code for importing data from Google Analytics
- [Intercom](https://docs.equals.com/docs/intercom.md): You can use Import Scripts to import lead or user data from your Intercom account directly into an Equals workbook.
- [Typeform](https://docs.equals.com/docs/typeform.md): Example Javascript code for importing response data from Typeform
- [Plausible.io](https://docs.equals.com/docs/plausibleio.md): Example Javascript code for importing data from Plausible.io
- [Writeback to CRM](https://docs.equals.com/docs/write-back-to-hubspot.md): Push data from your Equals workbooks to HubSpot or Salesforce objects.
- [Query version history](https://docs.equals.com/docs/query-version-history.md): Restore past versions of queries and their output data
- [Joins](https://docs.equals.com/docs/joins.md): Join across tables or datasources with or without SQL
- [Cell references](https://docs.equals.com/docs/cell-references.md): Modify a SQL query by inputting values in your workbook
- [Schema refreshes](https://docs.equals.com/docs/schema-refreshes.md): Datasource schemas will refresh automatically, or can be triggered manually
- [Data notes & edits](https://docs.equals.com/docs/data-notes-edits.md): Make changes and add notes to queried data that persist after each query run
- [Scheduling queries](https://docs.equals.com/docs/query-scheduling.md): Schedule queries to refresh on a schedule that works for your team
- [Saved queries](https://docs.equals.com/docs/saved-queries-1.md): Use saved queries to ensure that data is pulled consistently across workbooks
- [Supported Functions](https://docs.equals.com/docs/supported-functions.md): The complete list of functions supported in Equals formulas
- [Keyboard shortcuts](https://docs.equals.com/docs/keyboard-shortcuts.md): Common keyboard shortcuts supported by Equals
- [Spreadsheet formatting](https://docs.equals.com/docs/spreadsheet-formatting.md): Customize the way data is displayed in your workbook
- [Pivot tables](https://docs.equals.com/docs/pivot-tables.md): Aggregate data using pivot tables
- [Charts](https://docs.equals.com/docs/charts.md): Create professional and modern visualizations of your data
- [Filters and sorts](https://docs.equals.com/docs/filters-and-sorts.md): Filter and sort data in your worksheet.
- [Working with dates](https://docs.equals.com/docs/working-with-dates.md): Tips and tricks on how to analyze dates
- [Date matching formulas](https://docs.equals.com/docs/date-matching-formulas.md): Three formulas make date-based comparisons easier and more intuitive. Use , , and  to convert any date value into it’s respective week, month, or year.
- [Drilldowns](https://docs.equals.com/docs/drilldowns.md)
- [Calculated columns](https://docs.equals.com/docs/calculated-columns.md): Attach columns to your queried data that expand with each query run
- [Auto-expand](https://docs.equals.com/docs/auto-expand.md): Update tables, charts, and pivot tables automatically with each query run
- [Command bar](https://docs.equals.com/docs/command-bar.md): Save time by accessing all spreadsheet functions from your keyboard
- [Advanced formula editor](https://docs.equals.com/docs/formula-editor.md): Use a code editor to easily debug formulas
- [Overview](https://docs.equals.com/docs/dashboards.md): Instantly turn spreadsheets into dashboards and auto-distribute up-to-date reports – in a few clicks
- [Dashboard Edit and View modes](https://docs.equals.com/docs/dashboard-edit-and-view-modes.md): A dashboard can be opened in one of two states:
- [Create and edit dashboards](https://docs.equals.com/docs/create-and-edit-dashboards.md): Build live dashboards with charts, tables, cells, AI Summaries and more
- [Format text and reference cells](https://docs.equals.com/docs/format-text-and-reference-cells-in-paragraphs.md): Reference cells, format text, and create hyperlinks using Markdown on dashboards
- [Dashboard filters](https://docs.equals.com/docs/dashboard-filters.md): Use filters to change the data displayed in cells, charts, and tables on a dashboard
- [Date filters](https://docs.equals.com/docs/date-filters.md)
- [Manage dashboard access and permissions](https://docs.equals.com/docs/manage-dashboard-access-and-permissions.md): Select who can create, edit, and view a dashboard
- [Send dashboards to email and Slack](https://docs.equals.com/docs/send-dashboards-to-email-and-slack.md): Put your reporting on autopilot by automatically distributing dashboards to stakeholders on custom schedules
- [Embed dashboards in Notion and more](https://docs.equals.com/docs/embed-dashboards.md): Share your Equals dashboards in the places where your team works
- [Dashboard settings](https://docs.equals.com/docs/dashboard-settings.md): Customize a dashboard's URL and toggle the display of Equals branding in View mode

## OpenAPI Specs

- [openapi](https://docs.equals.com/api-reference/openapi.json)