Changelog

NEW

• We’ve redesigned the new datasource flow for a cleaner, more intuitive experience. Adding a new datasource now directs you to an Equals teammate for setup support.

IMPROVED

• You can now toggle to repeat row labels in pivot tables.

• Typing in the Command F search modal is faster and more responsive.

FIXED

• Fixed an issue where removing a calculate column would select the column.

• Fixed an issue where creating data notes may crash a workbook.

• Fixed an issue where filters may select wrong parameter if search is used.

• Fixed an issue where hovering over auto expand icon may crash workbook.

• Fixed an issue where reorganizing pivot values would remove last value.

NEW

We just released dashboard filters & custom branding, but we didn’t stop there. We’ve already added new functionality to improve the dashboard viewing experience:

• You can now easily toggle the Equals branding that appears in your dashboard footer

• Users with access to a dashboard’s underlying workbook can quickly open it from View mode

IMPROVED

• The SQL editor now maintains your cursor position, even after switching between worksheets

FIXED

• Fixed an issue where chart lines may appear truncated on the dashboard

• Fixed an issue where comment mentions may linger over cells

• Fixed an issue where un-configured datasources may appear for query builder join selections

• Fixed an issue reordering columns in query builder joins when columns have duplicate names

Following the release of Dashboards V2 in July, we are happy to share that our most requested dashboard feature - filters - is now available in your workspace.

But that’s not all. With filters come some additional new features to customize the appearance of dashboards and to improve the experience for dashboard viewers. Let’s break it all down.

1. Dashboard View & Edit mode

A dashboard can now be opened in one of two states:

1. Edit mode
   Users with the right permissions can create and edit the dashboard and modify its settings.

   

2. View mode
   People with the right permissions can view the dashboard and apply filters but not edit it.

   

For full details, see our help doc, Dashboard Edit and View modes.

2. Dashboard filters

You can add filters to a dashboard when in Edit mode. When applied in View mode, these filters change the data displayed in a dashboard's cells, charts, and tables.

What filters are available?

Columns from tables queried in connected sheets in the same workbook can be added as dashboard filters. At this stage, columns with a date format cannot be used as a filter.

Learn more, including how to combine multiple columns into a single filter, in our help doc, Dashboard filters.

3. Custom branding and appearance

When in Edit mode, you can change the appearance of the logo and name that appear at the top left of a dashboard when people view it.

Additionally, you can choose whether viewers can see when a dashboard's contents were last updated or when the least frequent scheduled query is set to run.

4. Custom links for sharing

Lastly, under Dashboard settings you can create a custom, cleaner-looking link for sharing dashboards with anyone who has access to them.

That’s it. We have more improvements to dashboard filters coming later this year with the planned release of another hotly requested feature, Data Validation. Until then, give these new features a try and let us know what you think.

NEW

This week, we've enhanced the querying experience:

• New filter icons indicate when a column has a filter applied.

• Restyled headers more clearly highlight selected rows/columns.

• Calculated columns in Preview mode now have placeholder names for easier identification.

• You can now reference cells from queried output in subsequent queries.

IMPROVED

• Improved the aesthetics of join modals such that all menus open in the same direction.

FIXED

• Fixed an issue where text may overflow in query builder history panel.

• Fixed an issue where the group icon may no longer appear in toolbar.

• Fixed an issue where dashboard may not send.

NEW

We have added a schema selector to the query builder for Redshift database connections. Now, all Redshift users can pull from any field without writing traditional SQL.

IMPROVED

• We have optimized the performance of queries when executed from the “run all” button

FIXED

• Fixed an issue where dashboard emails may not send

• Fixed an issue where dashboard Notion embeds may not render

• Fixed an issue where copying a workbook may fail due to dashboard url

• Fixed an issue where “in” and “is” filter defaults were not “select all”

• Fixed an issue where changing a query limit would load the query preview

• Fixed an issue where workbook may be unresponsive due to spill formula overflow

NEW

• A new shortcut (Control + Home) will bring you back to cell A1 from anywhere in your sheet.

IMPROVED

• The column selector in the query builder now scrolls to the selected table by default

• Selecting a column from the query builder automatically highlights it in your connected sheet

• We’ve updated the display of warehouse data schema in the table browser to be consistent with other datasources

FIXED

• The SQL editor refocuses consistently when accepting query suggestions from AI Assist

• Fixed an issue opening the connections panel when a user does not have access to the saved query

• Formatting on columns with multiple formatting types will persist after a query run

NEW

We've enhanced MATCH formulas to accept array criteria, allowing you to identify values based on multiple conditions without the use of helper columns.

IMPROVED

• Improved typing focus when switching from the SQL editor to workbook cells.

• We more clearly display error messages for failed SQL database verifications.

FIXED

• Fixed aesthetic styling of the Connections overview panel on the right-hand side of a workbook.

• Fixed an issue where data may not register if edits are made during a query saving event.

• Fixed an issue where copies of connected sheets may not display light purple border around output data.

• Fixed an issue recognizing output data in imported sheets.

IMPROVED

• Updated the import script console log and Quickbooks & Xero report sync UI to be consistent with other in-app components.

FIXED

• Fixed an issue with refreshing a query that modifies a pivot table’s data range.

• Fixed an issue applying a default schema on a database when adding a filter in the query builder.

• Fixed an issue with opening saved queries that reference tables not accessible via the schema.

• Fixed an issue where running a query may not register until the page is refreshed.

• Fixed an issue preventing pasting input into calculated column headers.