[HN Gopher] Show HN: Build auto-updating dashboards in a spreads...
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       Show HN: Build auto-updating dashboards in a spreadsheet
        
       Author : benmcredmond
       Score  : 80 points
       Date   : 2023-02-15 15:33 UTC (7 hours ago)
        
 (HTM) web link (equals.app)
 (TXT) w3m dump (equals.app)
        
       | realworldperson wrote:
       | [dead]
        
       | topicseed wrote:
       | Are we able to enrich data via custom endpoints? Imagine a list
       | of leads with a website column, can I hit my own endpoint for
       | each row to fetch/scrape the email address from it? And if so,
       | are there any caching options?
       | 
       | Same with scraping data from LinkedIn or anywhere, really.
        
         | benmcredmond wrote:
         | You could use an import script
         | (https://equals.app/integrations/import-scripts/) to pull data
         | from a custom API and enrich at the same time. Import scripts
         | let you run any arbitrary code and have the result added to a
         | spreadsheet.
        
       | adawg4 wrote:
       | Product Hunt when?
        
       | msencenb wrote:
       | Any chance you are considering offering a white label solution
       | for embedding in other SaaS products?
       | 
       | One of my big features this quarter is to get deep into
       | dashboarding/reporting for my own saas and I am incredibly
       | impressed with your UI/UX.
        
         | benmcredmond wrote:
         | Appreciate the kind words. Unfortunately we're unlikely to
         | offer a white label solution, we're pretty focused on building
         | for end users. You could check out our import scripts which let
         | people build custom integrations with python/js:
         | https://equals.app/integrations/import-scripts/.
        
       | airstrike wrote:
       | Cool idea, congrats! Have you run into any performance issues
       | with "Very Large" spreadsheets (>1M rows) given that this is
       | running in the browser? Or can JS power something like that these
       | days?
       | 
       | Separately how does the SQL querying work? Do you just pass the
       | query along on the connection to an external database or are you
       | running a query engine on the data that's available to the app?
        
         | benmcredmond wrote:
         | Thanks!
         | 
         | Today we have a cap of 200k rows per sheet - this is a level
         | where we feel performance is acceptable. We actually just
         | doubled the limit from 100k and we have a plan to get to 1M
         | rows by EOY. Definitely some meaty performance work here but
         | it's tractable.
         | 
         | For SQL querying, you set up a connection to your SQL database
         | in Equals and then we pass queries to your database. Query
         | results are copied into the spreadsheet where you can use full
         | spreadsheet formulas, pivots, etc. against it.
        
       | benmcredmond wrote:
       | Hi HN, I'm Ben, one of the founders of Equals.
       | 
       | My co-founder and I started Equals to build the data tool we
       | always wished we had as part of the early Intercom team. We found
       | no matter which new BI tool we adopted, we'd ultimately end up
       | back in a spreadsheet. Yet, we'd then come back to the BI tool
       | for easy access to live data.
       | 
       | So - Equals is a spreadsheet with live data. Equals has native
       | connections to databases, data warehouses, and other data
       | sources. You can write SQL directly in the spreadsheet to pull in
       | data from your database, or you can write Python/Javascript to
       | pull data from any API. We launched the core Equals product about
       | a year ago.
       | 
       | Today we're launching Dashboards. With Dashboards you can hook in
       | multiple data sources at once and build charts and tables that
       | auto-expand. As your data updates, so does your spreadsheet and
       | dashboard. We believe this is the simplest and most flexible tool
       | for founders to stay on top of their business.
       | 
       | We're still super early and so would love to hear your feedback
       | on the product.
       | 
       | Ben
        
         | nrjames wrote:
         | Looks interesting, but if I cannot self-host it on my company's
         | internal cloud, I can't use it. I suspect there are similar
         | requirements for a lot of potential enterprise clients. If
         | self-hosting is part of the Enterprise pricing plan, you should
         | mention that on the page.
        
           | kjs3 wrote:
           | Yup. Considering the data that would end up in this, a hosted
           | solution is a non-starter for us, and most of my peers orgs.
           | Interesting idea tho...
        
             | sredevops wrote:
             | Don't take the above comment as a negative (OP) because I
             | want my boss to buy this yesterday. We really don't want to
             | manage servers or manage anything so SaaS and a good
             | privacy policy/our security team not complaining is all
             | that matters.
             | 
             | Edit: Just had time to go through the site, SSO would be
             | important for enterprise.
        
           | benmcredmond wrote:
           | Sorry to hear that. We don't have self-hosting yet and no
           | timeline unfortunately.
           | 
           | We do have a few enterprise customers who were satisfied with
           | our security after digging in. We're SOC 2 Type II, etc.
        
             | rad_gruchalski wrote:
             | In Europe nobody cares. It's not a dig, just stating it
             | blatantly.
        
             | short_sells_poo wrote:
             | Yeah something like this would be awesome in the investment
             | management business. Unfortunately, I don't care how many
             | certificates you quote I'm not going to hand over data to
             | you. And the vast majority of the industry is that way. A
             | large untapped market but so many nifty tools are built
             | which just insist on not providing a self hosted
             | solution...
        
         | selykg wrote:
         | This is a really interesting product.
         | 
         | Are these dashboards able to be used with any UI elements to
         | filter down certain criteria? Say your dashboard chart shows
         | all widgets, but you want to see certain widgets rather than
         | all. I'd love to enable my team, who would ideally be viewers,
         | to have a dropdown selection or something similar, to then
         | filter the chart by what they need to see.
         | 
         | One of the Tableau features I like is the ability to export the
         | data that was used to calculate the dashboard. Plus with the
         | filtering capabilities it allows my team to get out what they
         | might need to then use as needed. Anything like that available
         | in Equals? I really dig the Hubspot integration because Hubspot
         | integration with Tableau is a real pain in the ass.
        
           | benmcredmond wrote:
           | Filters within the sheet is something on our roadmap - don't
           | have it just yet. But! You can use our visual Query Builder
           | to let less technical users change the underlying data that
           | your charts + tables are pulling from.
           | 
           | In terms of exporting the data, you can export to a CSV but
           | typically you don't need to do this step to debug something.
           | The biggest difference from Tableau is we are actually a full
           | featured spreadsheet. You can do any investigation you want
           | to do within Equals itself. When we want to go deeper on some
           | dashboard we tend to make a copy of the document in Equals
           | and dig in from there.
        
             | selykg wrote:
             | Thanks for the information.
             | 
             | Do you offer any discounts for non-profits?
        
               | benmcredmond wrote:
               | Send me an email ben@equals.app with what you need and
               | I'll see what we can do.
        
         | mpeg wrote:
         | I just gave it a go and am super impressed with the Salesforce
         | connector, most of the tools I've tried are awful for SFDC
         | (including data sync tools like airbyte etc)
         | 
         | I loaded in around 100k rows and performance was fantastic.
         | 
         | I think the only feature so far I haven't found is whether
         | there is a way to join tables together in the app. With SFDC
         | particularly it doesn't seem to have an option to write the
         | SOQL query directly, and I can't access relationships with the
         | field builder, so I have no easy way to do a client side join
         | (apart from a ton of VLOOKUPs which is not ideal)
         | 
         | I do love how calculated columns stay even after I re-query the
         | source data, that and the auto-expanding are killer features.
         | 
         | Super exciting product, very polished, I can't wait to see
         | where it goes.
         | 
         | PS. $18/mo for the pro version with scheduled queries is an
         | absolute steal
        
           | benmcredmond wrote:
           | Thanks so much for the kind words and glad it resonates!
           | 
           | Joins are coming very very soon. Stay tuned.
        
         | kposehn wrote:
         | This is immediately useful to my clients and I, but...
         | 
         | 1. I want to add GA as a datasource but I'm stuck on unique
         | page views and can't seem to change anything outside of the
         | date range
         | 
         | 2. The help center article on GA has a broken link:
         | https://help.equals.app/en/articles/6584898-add-a-google-ana...
         | 
         | 3. The UX is a bit unclear and the upgrade path isn't
         | straightforwardly accessible for a free user in the workflow.
         | 
         | I'm glad you launched and I'm looking forward to using it. Hit
         | me up if you need more feedback.
        
           | benmcredmond wrote:
           | Damn sorry about the broken link will fix that.
           | 
           | GA datasource is most primitive today, only supports unique
           | pageviews. An expanded one is being built currently, will be
           | out in a few weeks.
           | 
           | Could you share a bit more on #3?
        
             | kposehn wrote:
             | #3 was more driven by my frustration with GA. It wasn't
             | clear if GA is limited as a datasource or feature limited
             | by free/paid tier.
             | 
             | I'd suggest removing GA from the site as a feature or
             | calling out the current limitations more clearly. While I
             | could go get data out of BigQuery, that's more of a lift
             | and the ease of using this to import GA for clients is a
             | major draw.
             | 
             | Thanks for the quick response and I'm looking forward to
             | using it more.
        
               | benmcredmond wrote:
               | Ah got it - yeah our free plan is very generous. Only
               | limitations are 3 editors, scheduled queries, and saved
               | queries. It can do everything else. Keep an eye out for
               | updated GA in next few weeks.
        
         | cscheueuer wrote:
         | FWIW I'm a product designer and I try onboarding for dozens of
         | different products every month to make sure I'm aware of the
         | latest and greatest patterns. I love your approach to self-
         | serve onboarding for connectors.
        
       | deburo wrote:
       | Cool! I'll bookmark it for sure.
       | 
       | I'd be interested in that product if I can figure out how to
       | bring the data from a self-hosted MSSQL database into it somehow,
       | and refresh it regularly without too much trouble. Perhaps I
       | could whitelist IP addresses in our firewall to allow the site to
       | connect to the database.
       | 
       | Another problem is about sharing the dashboard; we are a Ms365
       | business. Could we re-use those logins to log into shared
       | Dashboards? I'm mostly concerned about the ease of viewing those
       | Dashboards from the end-users' POV (our internal employees).
        
         | benmcredmond wrote:
         | Yep we easily connect to MSSQL and always from a static IP, so
         | you should be able to whitelist. Our team will be happy to help
         | if you run into any trouble.
         | 
         | Unfortunately we don't support signing in with MS365 accounts.
         | But we do allow you to turn on "auto-join from my domain" so
         | anyone with a verified email at your domain can automatically
         | join your Equals account.
        
       | user3939382 wrote:
       | I do this now with Google Sheets and SQL in the Google Apps
       | Script. I've even got it hooked into my IDE for local dev.
        
         | nokicky wrote:
         | This comment all but guarantees Equals will be a huge success
         | :)
        
           | theturtletalks wrote:
           | In fact, companies that do what Equals does are successful
           | already:
           | 
           | - NocoDB
           | 
           | - Baserow
           | 
           | - Rowy
        
         | benmcredmond wrote:
         | If that's working, great!
         | 
         | Few differences I'd call out:
         | 
         | - If you have summary tables with formulas we'll auto-extend
         | those tables as we see new periods in your data. e.g. If you
         | have "revenue by month" calculated using SUMIFs on top of
         | charge data and we see a new month, we'll copy your formulas
         | down/across.
         | 
         | - Any charts based off those tables will also update. Sheets
         | doesn't do either of these things.
         | 
         | - Finally, people who've switched from Sheets have found our
         | query UX to have much tighter iteration loops by being more
         | deeply integrated into the product.
        
       | dominicwhyte wrote:
       | Big fan of Equals. We use it at our startup to track cohorts
       | (using live data from Stripe)
        
       | howmayiannoyyou wrote:
       | I use APIConnector & Google Sheets and haven't looked back.
       | https://workspace.google.com/marketplace/app/api_connector/9...
       | 
       | This is working beautifully for BI applications in my company
       | within our existing GSuite environments.
        
         | [deleted]
        
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       (page generated 2023-02-15 23:01 UTC)