Follow new updates and improvements to Equals.
December 6th, 2024
NEW
Refreshed the aesthetics of pivot tables, including snappier sheet placement.
IMPROVED
Improved the accuracy of the undo action for pivot tables.
Improved the speed of select all commands.
FIXED
Fixed an issue where pivot table may spill over data and crash workbook.
Fixed an issue where prolonged time in the SQL editor may crash workbook.
Fixed an issue where last labels in charts may not appear.
Fixed an issue where the table browser icon may not be visible.
Fixed an issue where calculated columns may persist after connection removal causing workbook crash.
November 27th, 2024
IMPROVED:
Improved our pivot table âundoâ functionality to be more accurate when a new column is introduced to the underlying data
FIXED:
Fixed an issue where filters unapplied to queries may apply to dashboard display
Fixed an issue where users removed from the workspace may reappear as members
November 22nd, 2024
Roundup
IMPROVED:
Improved stability of multi-user edits in pivot tables.
FIXED:
Fixed an issue where the move button for pivot tables may not display sheets with pivots.
Fixed an issue where table selection without column selection in queries may occur.
Fixed an issue where opening a linked workbook may not recognize further page links.
Fixed an issue where hovering over auto expand may crash workbook.
November 15th, 2024
Roundup
NEW:
You can now create multiple pivot tables in the same worksheet.
IMPROVED:
Editing and filtering pivot tables based on large datasets is now faster.
FIXED:
Fixed an issue where inserting a column when borders applied may not work.
Fixed an issue where tables may not appear when using the table browser search.
Fixed an issue where removing a user with scheduled queries may add them back to the workspace.
November 8th, 2024
Roundup
IMPROVED:
Improved visibility of the unhide icon when applied to the first column in a sheet
FIXED:
Fixed an issue where moving a pivot table may leave text imprint in cells
Fixed an issue where filters inserted beneath text may apply to the wrong row
Fixed an issue where the âonlyâ button in filters may not apply
November 1st, 2024
Roundup
NEW:
Press CMD
+ Enter
to reliably run your queries from the SQL editor.
IMPROVED:
Improved datasource list to add an ellipsis when the name is too long
AI Assist now consistently displays a loading state when generating a suggestion
FIXED:
Fixed an issue where entering a backspace may exit formula editor mode
Fixed an issue with column totals in stacked column charts
Fixed an issue where schedules queries may have failed with SSH error
Fixed an issue selecting item from column header filter drop downs
Fixed an issue moving pivot tables on a page
October 21st, 2024
Roundup
New
The Build history page displays the status of your job each time you build a view, including any errors that are causing your view to fail to save or update.
Improved
The table browser closes automatically when rebuilding a view
Fixed
Fixed an issue where chart hover labels do not display short data formats
Fixed an issue where dashboard chart labels do not accurately display custom formats applied to underlying data
Fixed an issue where left Y-axis chart labels may overflow
October 14th, 2024
New
The ARR Build Blueprint for Stripe solves the biggest limitations of existing solutions. It gives you the control to tailor your ARR reports based on your revenue logic. It handles all the heavy lifting, like writing complex SQL.
And because Stripe data is imperfect, it has an easy review system where you can make invoice corrections and define exclusions.
No more need to to manually track corrections in another place.
And you'll never need to question if your ARR is "right" again.
Designed based on everything we learned building tailor-made ARR reports for the likes of Descript, Attio, and Intercom, it's the fastest way to get the most accurate view of your ARR.
Hereâs what you get (in a nutshell) and a quick demo by Bobby:
Auto-generated clean views of your Stripe data
Tailored to your unique revenue logic
Made right with invoice corrections
Kept clean with domain and customer exclusions
Always available to query for always accurate reports
Start by answering some simple questions to configure the Blueprint, such as when you count new, churned, and restarted ARR and whether you want to include paid trials.
Based on your answers, Equals will transform the raw Stripe data synced and stored in your Equals Warehouse into a series of clean views. These analysis-ready tables of your Daily ARR and Daily ARR by Customer stay in sync with your Stripe data as it updates.
Views build on each otherâin the right orderâwithout DBT pipelines or data engineers. They can be queried in any workbook in your workspace, enabling your team to build precise analyses and reports that accurately reflect your ARR.
It's never been easier to handle all the inevitable imperfections in your Stripe data. With the ARR Build Blueprint you can review and make any necessary corrections to customer invoices. For example, you might need to change the date ARR was earned for when an annual contract is signed well before you invoiced the customer.
Omit Stripe data with exclusions
For those times you need to completely omit revenueâreal or notâfrom your ARR reporting, it's easy to do so with exclusions. You can create simple rules to exclude entire domains and customers.
This is the first of many Blueprints to help you report on your SaaS business in the fastest, most flexible, and most accurate way.
To get started, simply send us a message via the messenger in the bottom-right corner of your workspace home.
October 10th, 2024
Roundup
When syncing a view, a modal in the top-right corner of your view editor will display the status of your job.
Improved the loading time of email previews on the dashboard.
Fixed an issue opening the Billing screen.
Fixed an issue where Views may not open.
Fixed an issue where adding View titles before syncing may delete the query.
Fixed an issue where table selection for dashboards may select one cell.
Fixed an issue changing the formatting of a field in a pivot table.
Fixed an issue adding a new sheet to an existing workbook.
Fixed an issue where stopping a query may switch to SQL editor.
Fixed an issue with creating saved queries from the saved query page.
Fixed an issue with formulas evaluating ranges from array outputs.
Fixed an issue with modifying data edits if the column has been removed and added back.
October 8th, 2024
New
You can now sync, store, and transform data from Stripe, HubSpot, Salesforce, and more without the cost or complexity of implementing your own data warehouse. Equals is now the only tool that lets you go from raw data to beautiful dashboardâall in one place. Watch Bobby give a quick demo of how it all works, and keep reading for full details.
When you have multiple supported datasources connected to your Equals workspace, we automatically set up an Equals Warehouse for you. Powered by Snowflake, tables from the connected datasources in your Equals Warehouse are easy to join, transform, and query from connected sheets in your workbooks.
Defined with SQL, views are clean tables of the raw data in connected datasources in your Equals Warehouse. Complete with auto-syncing and support for dependencies, views can build on each otherâin the right orderâwithout DBT pipelines or data engineers.
Once you define a view with SQL, it's available to connect to and query in any workbook by anyone with permission to view the underlying datasources. This enables your team to easily and safely query the (clean) data they need for analysis and report generation.
With Equals Warehouse and Views, you can avoid the cost and complexity of implementing your own data warehouse and instead focus on acting on insights from your analyses and reports in Equals.
Learn more in our help docs and get started by creating a view.
If you don't yet have a supported datasource, send us a message and we'll get you up and running with your own Equals Warehouse.
Happy viewing.