Changelog

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.

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.

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 “only” button in filters may not apply

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

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

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.

Here’s what you get (in a nutshell) and a quick demo by Bobby:

1. Auto-generated clean views of your Stripe data

2. Tailored to your unique revenue logic

3. Made right with invoice corrections

4. Kept clean with domain and customer exclusions

5. Always available to query for always accurate reports

Tailored to your revenue logic

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 other—in the right order—without 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.

Override invoice data with corrections

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 revenue–real or not–from 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.

NEW

• When syncing a view, a modal in the top-right corner of your view editor will display the status of your job.

IMPROVED

• Improved the loading time of email previews on the dashboard.

FIXED

• 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.

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 dashboard–all in one place. Watch Bobby give a quick demo of how it all works, and keep reading for full details.

Sync with Equals Warehouse (powered by Snowflake)

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.

Transform and clean with Views

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 other—in the right order—without 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.

Get started today

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.