# Omni Docs: Docs

## Docs

- [Docs / Model data (324 pages)](https://docs.omni.co/_llms/docs/model-data.txt): Documentation for Docs / Model data.

### Getting started

- [Welcome to the Omni docs!](https://docs.omni.co/index.md): Omni is the BI platform that combines a shared data model with the flexibility of SQL for governed, self-service analytics.
- [AI in Omni](https://docs.omni.co/ai/index.md): Omni's AI is grounded in your semantic model — delivering accurate, governed analytics through natural language.
- [Omni for developers](https://docs.omni.co/getting-started/developers.md): Query data, manage models, and automate Omni from your terminal, IDE, or AI tools — plus a video series on building your first Omni content and model.
- [Onboarding to Omni as a Viewer](https://docs.omni.co/getting-started/viewers.md): Intended for viewers, this six-part video series will help you get started with viewing dashboard content in Omni.
- [Keyboard shortcuts](https://docs.omni.co/getting-started/keyboard-shortcuts.md): A compiled list of shortcuts throughout the app.
- [Omni Best Practices](https://docs.omni.co/getting-started/best-practices.md): A checklist for building clean, performant, and user-friendly Omni environments.

### Manage content

- [Organizing content with folders & labels](https://docs.omni.co/content/organize.md): Organize dashboards and workbooks in Omni using folders for hierarchical access control and labels for cross-folder findability.
- [Content sharing](https://docs.omni.co/share/index.md): Share Omni dashboards and workbooks with your team using links, folder permissions, and access controls for governed collaboration.
- [Archiving and restoring content](https://docs.omni.co/content/archive-restore.md): Move documents to the trash and restore them from the Trash page or a direct link.

#### Navigate

- [Navigating Omni](https://docs.omni.co/content/navigate.md): Find and navigate content in your Omni organization.
- [Searching content](https://docs.omni.co/content/search.md): Use content search with facets to quickly find specific dashboards, workbooks, and folders in your Omni instance.
- [Tracking recent work with the My Activity page](https://docs.omni.co/content/activity.md): Track your recent work and navigate back to workbooks, models, dashboards, and chat sessions you've been working on.

#### Draft and publish content

- [Editing & publishing content](https://docs.omni.co/content/develop/index.md): Get started with Omni's content development workflows.
- [Developing content with Draft-only mode](https://docs.omni.co/content/develop/drafts.md): Every Omni document has two states: draft and published.
- [Developing content and models with Branch Mode](https://docs.omni.co/content/develop/branch-mode.md): Use Branch Mode to safely test model and content changes in isolation before merging them into your production environment.
- [Common content and model publishing workflows](https://docs.omni.co/content/develop/workflows.md): Omni offers flexible workflows for drafting, reviewing, and publishing changes to documents and the models that back them.

### Analyze & build

- [Analyze & build in Omni](https://docs.omni.co/analyze-explore/index.md): Explore data, build queries, create calculations, and optimize performance in Omni workbooks.
- [Build analyses in workbooks](https://docs.omni.co/analyze-explore/workbook-basics.md): Learn Omni workbook basics: create tabs, query data with point-and-click or SQL, save versions, and share analyses with your team.
- [Formatting & analyzing data with spreadsheet tabs](https://docs.omni.co/analyze-explore/spreadsheet-tabs.md): Use spreadsheet tabs in Omni workbooks for Excel-style formatting, formulas, and analysis powered by always-live query data.
- [Workbook inspector](https://docs.omni.co/analyze-explore/workbook-inspector.md): Inspect query structure, visualization config, and generated SQL in the workbook inspector to debug and copy to your model.

#### Query data

- [Querying data in Omni](https://docs.omni.co/analyze-explore/querying.md): Explore the different ways to query and analyze data in Omni, from conversational AI to point-and-click to SQL.
- [Building point-and-click queries](https://docs.omni.co/analyze-explore/point-click-queries.md): To write queries using the pivot-table UI, select fields to query and Omni will automatically begin running queries in the database.
- [Building workbook queries on topics](https://docs.omni.co/analyze-explore/queries/topics.md): Start workbook queries from curated topics to explore governed datasets with pre-defined fields, joins, and business logic.
- [Filters](https://docs.omni.co/analyze-explore/queries/filters.md): Add dimension-based filters to workbook queries to focus on specific data. Configure date, number, and string filter options.
- [Saving queries as views](https://docs.omni.co/analyze-explore/saved-views.md): Save workbook queries as reusable views to build subqueries and join them to your analysis, compiled as CTEs when queried.
- [Cross model tabs](https://docs.omni.co/analyze-explore/cross-model-tabs.md): Query a different shared model from a tab in your workbook, and build dashboards that span multiple models and connections.

##### With AI

- [Omni Agent](https://docs.omni.co/ai/chat.md): Explore your data using conversational AI in a standalone chat experience.
- [Building queries & filters with AI](https://docs.omni.co/ai/queries.md): Create, iterate, filter, and summarize queries with natural language.
- [Skills](https://docs.omni.co/ai/skills.md): Build reusable, AI-powered processes that your team can trigger with a single click or mention.
- [AI Routines](https://docs.omni.co/ai/routines.md): Schedule recurring AI-powered tasks to run automatically on your data.
- [Generating forecasts with AI](https://docs.omni.co/ai/forecasting.md): Create statistical forecasts and projections for time-series data using natural language.

##### SQL

- [Writing SQL in Omni](https://docs.omni.co/analyze-explore/sql/index.md): Write SQL queries in Omni using Omni SQL, an abstraction layer that simplifies complex syntax with built-in operators and helpers.
- [Understanding SQL generation in Omni](https://docs.omni.co/analyze-explore/sql/generation.md): When building an analysis - whether that's through the workbook or using AI - Omni generates SQL to execute against your data warehouse and returns the results.
- [Handling fan out with symmetric aggregates](https://docs.omni.co/analyze-explore/sql/symmetric-aggregates.md): Use symmetric aggregates to ensure correct aggregation results in queries with table joins and fan outs, without manual adjustments.

#### Add data

- [Uploading CSVs with data input tables](https://docs.omni.co/analyze-explore/data-input-csvs.md): Upload CSV or Excel files to Omni as data input tables for enrichment and ad-hoc analysis without modifying your data pipelines.
- [Input columns](https://docs.omni.co/analyze-explore/input-columns.md): Add editable columns directly to query results to annotate and enrich data inline without modifying your data pipelines.

#### Calculations

- [Using Excel-style functions to create table calculations](https://docs.omni.co/analyze-explore/calculations/index.md): Create formulas that manipulate and calculate data with Excel-style functions.
- [Supported table calculation functions](https://docs.omni.co/analyze-explore/calculations/all.md): Learn more about the functions Omni supports for creating table calculations.
- [Supported AI functions](https://docs.omni.co/analyze-explore/calculations/ai.md): Reference for AI-powered table calculation functions in Omni for text analysis and generation, using Snowflake, Databricks, and BigQuery.
- [Supported date & time functions](https://docs.omni.co/analyze-explore/calculations/date-time.md): Omni supports functions typically found in most spreadsheet applications such as Google Sheets. This reference details the date and time functions supported by Omni.
- [Supported math and number functions](https://docs.omni.co/analyze-explore/calculations/math-number.md): Omni supports functions typically found in most spreadsheet applications such as Google Sheets. This reference details the math and number functions supported by Omni.
- [Supported position functions](https://docs.omni.co/analyze-explore/calculations/position.md): Reference for position functions like INDEX, MATCH, and OFFSET in Omni table calculations, similar to Google Sheets and Excel.
- [Supported logic functions](https://docs.omni.co/analyze-explore/calculations/logic.md): Omni supports functions typically found in most spreadsheet applications such as Google Sheets. This reference details the logic functions supported by Omni.
- [Supported text functions](https://docs.omni.co/analyze-explore/calculations/text.md): Omni supports functions typically found in most spreadsheet applications such as Google Sheets. This reference details the text functions supported by Omni.

#### Custom fields

- [Creating custom fields in Omni workbooks](https://docs.omni.co/analyze-explore/custom-fields/index.md): Create new, reusable ad-hoc dimensions and measures with your own custom logic and calculations.
- [Binning and grouping custom fields](https://docs.omni.co/analyze-explore/custom-fields/bin-group.md): Bin and group custom fields with Omni's handy custom calculation accelerators.
- [Creating filtered measures from query results](https://docs.omni.co/analyze-explore/custom-fields/filtered-measures.md): Create a custom field that selectively applies a filter to a measure in a query.
- [Ranking values with Top N fields](https://docs.omni.co/analyze-explore/custom-fields/top-n.md): Create a custom field that ranks a text dimension by a measure, keeping only the top or bottom N values.

#### Performance optimization

- [Improving query performance with caching](https://docs.omni.co/analyze-explore/performance/caching.md): Learn how Omni uses multi-layer caching and aggregate awareness to optimize query performance and reduce warehouse load.
- [Optimizing query performance with aggregate awareness](https://docs.omni.co/analyze-explore/performance/aggregate-awareness.md): Optimize query performance by routing queries to pre-aggregated tables in your data warehouse.

### Visualize & present

- [Visualize & present](https://docs.omni.co/visualize-present/index.md): Turn query results into charts, build interactive dashboards, and use AI to surface insights from your data.
- [Chat with Content](https://docs.omni.co/ai/dashboard-assistant.md): Chat with Content brings Omni's conversational analytics directly into your content.

#### Visualizations

- [Visualize data in Omni](https://docs.omni.co/visualize-present/visualizations/index.md): Turn query results into charts, tables, KPIs, and custom visualizations in Omni workbooks.
- [Generating visualizations with AI](https://docs.omni.co/ai/visualizations.md): Create and configure charts, tables, and KPIs using natural language prompts.
- [Custom visualizations](https://docs.omni.co/visualize-present/visualizations/types/custom.md): Omni supports the most common visualization types and settings out of the box. However, if your business needs customization, you can:

##### Chart types

- [Overview](https://docs.omni.co/visualize-present/visualizations/types/index.md): Browse all built-in Omni visualization types, including bar, line, area, map, pie, KPI, table, and custom Vega-Lite charts.
- [AI summary visualization](https://docs.omni.co/visualize-present/visualizations/types/ai-summary.md): Generate a summary of the current query's results with the AI summary visualization type.
- [Area charts](https://docs.omni.co/visualize-present/visualizations/types/area.md): Basic Area:
- [Bar charts](https://docs.omni.co/visualize-present/visualizations/types/bar.md): Basic Bar:
- [Boxplots](https://docs.omni.co/visualize-present/visualizations/types/boxplot.md): Create boxplot (box and whiskers) charts in Omni to visualize data distributions with quartiles, medians, and outliers.
- [Funnel charts](https://docs.omni.co/visualize-present/visualizations/types/funnel.md): Funnel charts visualize sequential stages in a process, showing conversion rates and drop-off between each step.
- [Heatmap Charts](https://docs.omni.co/visualize-present/visualizations/types/heatmap.md): Create heatmap visualizations in Omni to display data density and patterns using color gradients across two-dimensional grids.
- [KPI](https://docs.omni.co/visualize-present/visualizations/types/kpi.md): KPI visualizations highlight the metrics that matter most, with components for single values, comparisons, progress to a goal, sparklines, text, and images.
- [Line charts](https://docs.omni.co/visualize-present/visualizations/types/line.md): Build line chart visualizations in Omni to display trends, time series, and comparisons with multi-series and stacking options.
- [Maps](https://docs.omni.co/visualize-present/visualizations/types/map.md): Omni currently supports point and region map types.
- [Markdown visualizations](https://docs.omni.co/visualize-present/visualizations/types/markdown.md): Build custom Markdown visualizations in Omni that combine text, images, links, iframes, and live query data in a single tile.
- [Pie & Donut charts](https://docs.omni.co/visualize-present/visualizations/types/pie.md): Pie:
- [Sankey charts](https://docs.omni.co/visualize-present/visualizations/types/sankey.md): Sankey charts visualize flows and relationships between stages, showing how values move through different phases of a process.
- [Scatterplots and bubble charts](https://docs.omni.co/visualize-present/visualizations/types/scatterplot.md): Create scatterplot and bubble chart visualizations in Omni to explore correlations, distributions, and data point clusters.
- [Single record tables](https://docs.omni.co/visualize-present/visualizations/types/single-record.md): Display a single data row as a pivoted column view in Omni using the single record visualization for compact data presentation.

###### Tables

- [Table visualizations](https://docs.omni.co/visualize-present/visualizations/types/table.md): Configure table visualizations in Omni with conditional formatting, in-line charts, layout controls, and data display options.
- [Configuring table field display options](https://docs.omni.co/visualize-present/visualizations/types/table-field-display.md): Customize how individual fields appear in a table visualization, including as images, links, Markdown, or bars.

##### Layers

- [Build X/Y charts with layers](https://docs.omni.co/visualize-present/visualizations/layers/index.md): Use layers to control the mark, stacking, color, size, and labels of each measure in a bar, line, area, or scatter chart.
- [Measure names and Measure values](https://docs.omni.co/visualize-present/visualizations/layers/measure-names-values.md): Plot several measures as one layer to stack, group, color, or facet them together in a layered X/Y chart.
- [Smart aggregation](https://docs.omni.co/visualize-present/visualizations/layers/smart-aggregation.md): Learn how layered charts add totals and subtotals to your query so that each layer plots correct values when it doesn't use every dimension.
- [Switch between the layers and classic editors](https://docs.omni.co/visualize-present/visualizations/layers/switch-editors.md): Move an existing X/Y chart to layers, move a layered chart back to the classic editor, and learn what changes when you switch.

##### Configure charts

- [Color by / Stacking](https://docs.omni.co/visualize-present/visualizations/configuration/color.md): Configure color-by dimensions and stacking options to create multi-series charts with distinct visual groupings in Omni workbooks.
- [Series configuration](https://docs.omni.co/visualize-present/visualizations/configuration/series-configuration.md): Configure individual chart series in Omni, including chart type, axis assignment, label formatting, and data display options.
- [Series mapping](https://docs.omni.co/visualize-present/visualizations/configuration/series-mapping.md): Rearrange dimensions, measures, and pivots across chart axes and facets to build different visualization types from the same data.
- [Size by](https://docs.omni.co/visualize-present/visualizations/configuration/size.md): For scatterplots, fields can be mapped to control the size of each bubble.
- [Tooltips](https://docs.omni.co/visualize-present/visualizations/configuration/tooltips.md): Customize chart tooltips in Omni by adding fields, reordering series, and controlling which data values appear on hover.
- [X-axis configuration](https://docs.omni.co/visualize-present/visualizations/configuration/x-axis.md): To access the configuration options for the X-axis, click the  (configuration options) icon to the right of the  label:
- [Y-axis (left axis / right axis)](https://docs.omni.co/visualize-present/visualizations/configuration/y-axis.md): To access the configuration options for the Y-axis, click the  (configuration options) icon to the right of the  label:

##### Showcase

- [Visualization showcase](https://docs.omni.co/showcase/index.md): Check out these examples to see what's possible in Omni!
- [Calendar heatmaps](https://docs.omni.co/showcase/visualizations/calendar-heatmaps.md): The code for these examples can be used in the Markdown visualization to create different styles of calendars with cells colored by a value.
- [Card with criteria checklist](https://docs.omni.co/showcase/visualizations/card-criteria-checklist.md): The code for this example can be used in the Markdown visualization to create a card with a list of criteria:
- [Card grid](https://docs.omni.co/showcase/visualizations/card-grid.md): The code for this example can be used in the Markdown visualization to create a grid of responsive cards with metrics and images:
- [Card with target candlesticks](https://docs.omni.co/showcase/visualizations/card-target-candlesticks.md): The code for this example can be used in the Markdown visualization to create cards with conditional coloring, based on the current value versus the target.
- [Card with strip plot](https://docs.omni.co/showcase/visualizations/card-with-strip-plot.md): The code for this example can be used in the Markdown visualization to create a card with a strip plot:
- [Cohort table](https://docs.omni.co/showcase/visualizations/cohort-table.md): The code for this example can be used in the Markdown visualization to create a more condensed and styled cohort table for a year's worth of monthly cohorts.
- [Colored progress bars](https://docs.omni.co/showcase/visualizations/colored-progress-bars.md): Create color-sectioned progress bar visualizations using Markdown in Omni to display current state with visual color cues.
- [Dashboard tabs](https://docs.omni.co/showcase/visualizations/dashboard-tabs.md): Markdown tiles can be used to create tabs in dashboards, allowing users to jump from one dashboard to another in internal or embedded scenarios.
- [Dashboard tile anchors (table of contents)](https://docs.omni.co/showcase/visualizations/dashboard-tile-anchors.md): This example can be used in the Markdown visualization to create a linked table of contents.
- [Data readout](https://docs.omni.co/showcase/visualizations/data-readout.md): Build a sparkline with descriptive text using Markdown visualization in Omni, referencing live query values in the results set.
- [Dumbbell plot](https://docs.omni.co/showcase/visualizations/dumbbell-plot.md): The code for this example can be used in the Markdown visualization to create a table of dumbbell charts.
- [Gauges](https://docs.omni.co/showcase/visualizations/gauge.md): Create gauge and speedometer chart visualizations using Markdown in Omni to show where a value falls within a defined range.
- [Gradient card with metrics](https://docs.omni.co/showcase/visualizations/gradient-card.md): The code for this example can be used in the Markdown visualization to create a full-width card with a gradient background and multiple metrics.
- [Honeycomb categorical chart](https://docs.omni.co/showcase/visualizations/honeycomb-categorical.md): The code for this example can be used in the Markdown visualization to create a hexagonal grid with a label and value in each cell.
- [Honeycomb map](https://docs.omni.co/showcase/visualizations/honeycomb-map.md): The code for this example can be used in the Markdown visualization to create a stylized map of the United States.
- [Image grid](https://docs.omni.co/showcase/visualizations/image-grid.md): The code for this example can be used in the Markdown visualization to create a grid of images, each of which contains a description and metric.
- [Invoice report](https://docs.omni.co/showcase/visualizations/invoice-report.md): The code for these examples can be used in the Markdown visualization to create a structured invoice, complete with contact information and order details.
- [Kanban](https://docs.omni.co/showcase/visualizations/kanban.md): The code for this example can be used in the Markdown visualization to create a Kanban-style project board.
- [KPI conditional colors](https://docs.omni.co/showcase/visualizations/kpi-conditional-colors.md): The code for this example can be used in the Markdown visualization to apply conditional color styling to KPI charts.
- [KPI table](https://docs.omni.co/showcase/visualizations/kpi-table.md): The code for this example can be used in the Markdown visualization to create a table of KPIs.
- [KPI with sparkline](https://docs.omni.co/showcase/visualizations/kpi-with-sparkline.md): The code for this example can be used in the Markdown visualization to create a KPI-style visualization with a sparkline and change arrow.
- [Card list](https://docs.omni.co/showcase/visualizations/list-view.md): The code for this example can be used in the Markdown visualization to card list view:
- [Location with national flag](https://docs.omni.co/showcase/visualizations/location-with-national-flag.md): The code for this example can be used in a Markdown column to display a location alongside its national flag.
- [Metric tree](https://docs.omni.co/showcase/visualizations/metric-tree.md): The code for this example can be used in the Markdown visualization to create a tree of interdependent metrics.
- [Pie or donut with custom legend](https://docs.omni.co/showcase/visualizations/pie-donut-custom-legend.md): The code for this example can be used in the Markdown visualization to create a pie or donut chart with a customized legend.
- [Pills](https://docs.omni.co/showcase/visualizations/pills.md): The code for this example can be used in a Markdown column to display category values as color-coded pills.
- [Record lookup](https://docs.omni.co/showcase/visualizations/record-lookup.md): The code for this example can be used in the Markdown visualization to create a card that contains details for a single record, such as a user profile.
- [Repeating pie charts](https://docs.omni.co/showcase/visualizations/repeating-pie-chart.md): The code for this example can be used in the Markdown visualization to create a series of pie charts, one for each row in your results.
- [Repeating square fill charts](https://docs.omni.co/showcase/visualizations/repeating-square-fill-chart.md): The code for this example can be used in the Markdown visualization to create a series of percentage-filled squares, one for each row in your results.
- [Repeating waffle charts](https://docs.omni.co/showcase/visualizations/repeating-waffle-chart.md): The code for this example can be used in the Markdown visualization to create a series of percentage-filled waffle charts, one for each row in your results.
- [Fancy subtotal table](https://docs.omni.co/showcase/visualizations/simple-subtotal-table.md): The code for this example can be used in the Markdown visualization to create different styles for displaying a simple table with subtotals.
- [Star rating](https://docs.omni.co/showcase/visualizations/star-rating.md): The code for this example can be used in a Markdown column to display a numeric rating as filled and empty stars.
- [Status indicator](https://docs.omni.co/showcase/visualizations/status-indicator.md): The code for this example can be used in a Markdown column to display a status next to a colored indicator dot.
- [Symmetric funnel](https://docs.omni.co/showcase/visualizations/symmetric-funnel.md): The code for this example can be used in the Markdown visualization to create a funnel with multiple sequential steps.
- [Table with tiny bar charts](https://docs.omni.co/showcase/visualizations/table-with-tiny-bars.md): The code for this example can be used in the Markdown visualization to create a styled table with a small bar chart in each row.
- [Team progress tracker](https://docs.omni.co/showcase/visualizations/team-progress-tracker.md): The code for this example can be used in the Markdown visualization to create a progress chart for multiple individuals on the same timeline.
- [Test result cards](https://docs.omni.co/showcase/visualizations/test-results-cards.md): Build test result card visualizations using Markdown in Omni to display consistently sized charts across tests with varying ranges.
- [Thermometer progress indicator](https://docs.omni.co/showcase/visualizations/thermometer.md): The code for these examples can be used in the Markdown visualization to create a fundraising-style thermometer progress indicator.
- [Uptime heatmaps](https://docs.omni.co/showcase/visualizations/uptime-heatmaps.md): The code for these examples can be used in the Markdown visualization to heatmap that colors each time slot based on a percentage value.
- [User profile](https://docs.omni.co/showcase/visualizations/user-profile.md): The code for this example can be used in a Markdown column to combine a user's name, email, and avatar into a single table column.
- [Word cloud](https://docs.omni.co/showcase/visualizations/word-cloud.md): The code for these examples can be used in the Markdown visualization to create word cloud. In this example, text is horizontal and loosely spaced.

#### Dashboards

- [Dashboards](https://docs.omni.co/visualize-present/dashboards/index.md): Present Omni workbook queries as interactive dashboards with filters, charts, and tiles arranged on a unified visual canvas.
- [Create a dashboard](https://docs.omni.co/visualize-present/dashboards/create.md): Create a new dashboard from a workbook, or upgrade an existing classic dashboard to advanced layout.
- [Applying themes to dashboards](https://docs.omni.co/visualize-present/dashboards/theming.md): Apply reusable document themes to customize the appearance of Omni dashboards, including fonts, colors, and tile backgrounds.

##### Build layouts

- [Building dashboard layouts with containers and items](https://docs.omni.co/visualize-present/dashboards/containers-items.md): Organize charts, text, filters, and controls inside grid or stack containers for precise positioning.
- [Wireframing with placeholder content](https://docs.omni.co/visualize-present/dashboards/placeholders.md): Add placeholder items to wireframe your dashboard layout before the actual content exists.
- [Creating multi-page dashboards](https://docs.omni.co/visualize-present/dashboards/pages.md): Build multi-page dashboards in advanced layout to give viewers a tabbed experience.
- [Building page navigation for multi-page dashboards](https://docs.omni.co/visualize-present/dashboards/page-navigation.md): Control how viewers move between pages on multi-page dashboards, including custom tabs and dynamic labels.

##### Add content

- [Working with dashboard charts](https://docs.omni.co/visualize-present/dashboards/charts.md): Add, edit, duplicate, hide, and configure chart tiles on Omni dashboards, including filter connections and background settings.
- [Adding text with Markdown tiles](https://docs.omni.co/visualize-present/dashboards/text-markdown.md): Add styled text, images, and links to your Omni dashboards using Markdown tiles for annotations, headers, and descriptions.

###### Filters

- [Working with dashboard filters](https://docs.omni.co/visualize-present/dashboards/filters.md): Add filters to Omni dashboards, set defaults, connect them to tiles, and choose how viewers interact with them.
- [Filter display options](https://docs.omni.co/visualize-present/dashboards/filter-display-options.md): Customize how filters appear on dashboards with button toggles, multi-select dropdowns, single-day pickers, and timeframe controls.
- [Filter interactivity](https://docs.omni.co/visualize-present/dashboards/filter-interactivity.md): Configure cross-filtering and faceted filters so viewers can interact with dashboards by clicking charts and linking related filters.

###### Controls

- [Dynamically displaying tile fields with controls](https://docs.omni.co/visualize-present/dashboards/controls.md): Let dashboard viewers switch which fields appear in a tile using controls, enabling period-over-period comparisons and field swaps.
- [Dynamic filter controls](https://docs.omni.co/visualize-present/dashboards/dynamic-filter-controls.md): Let dashboard viewers add their own ad-hoc filters without pre-configuring every filter option.

###### Dynamic content

- [Creating dynamic dashboard content with Mustache](https://docs.omni.co/visualize-present/dynamic-content.md): Omni supports Mustache syntax in Markdown visualizations and dashboard Markdown tiles, making it easy to add dynamic content to your dashboards.
- [Mustache syntax reference](https://docs.omni.co/visualize-present/mustache-reference.md): Complete reference for Mustache template syntax in Omni, including tags, keys, sections, and dynamic content for dashboards.
- [Mustache cheatsheet](https://docs.omni.co/visualize-present/mustache-cheatsheet.md): Quick reference for Omni's supported Mustache tags

##### Preview and test

- [Preview mode](https://docs.omni.co/visualize-present/dashboards/preview-mode.md): Test how your dashboard will behave for viewers without leaving the editor.
- [Viewing dashboards as another user](https://docs.omni.co/visualize-present/dashboards/view-as.md): Preview dashboards and workbooks as another user to verify user attribute-based access grants and filters.

##### Manage dashboards

- [Managing dashboard settings](https://docs.omni.co/visualize-present/dashboards/settings.md): Configure dashboard settings such as auto-refresh, crossfiltering, faceted filters, collapsible filters, and fixed control bar.
- [Enabling timezone selection on documents](https://docs.omni.co/visualize-present/dashboards/timezone-override.md): Override the query timezone for a document using the timezone picker, allowing viewers to change how time-based data is displayed.
- [Analyzing dashboard performance](https://docs.omni.co/visualize-present/dashboards/performance-profiler.md): The Performance Profiler helps you analyze how a dashboard executes queries and identify potential performance bottlenecks.
- [Downloading dashboards](https://docs.omni.co/visualize-present/dashboards/download.md): Download Omni dashboards as PDF or image files with options for paper size, orientation, zoom, and page layout customization.
- [Defining custom dashboard error and empty results messages](https://docs.omni.co/visualize-present/dashboards/custom-state-message.md): Customize the messages that display on dashboards when queries encounter errors or don't return results.
- [Removing a dashboard from a document](https://docs.omni.co/visualize-present/dashboards/delete.md): Learn how to remove a dashboard from an Omni workbook document and what happens to associated schedules.

#### Apps

- [Apps](https://docs.omni.co/visualize-present/apps/index.md): Build bespoke, fully custom data experiences — backed by live, governed data.
- [Styling Apps](https://docs.omni.co/visualize-present/apps/styling.md): Use Omni's design system CSS variables and your organization's custom theme to build Apps that match your branding and adapt to light and dark mode automatically.
- [Inspecting App elements](https://docs.omni.co/visualize-present/apps/inspect.md): Select elements in draft apps and send them to the Omni Agent as context.
- [Downloading apps](https://docs.omni.co/visualize-present/apps/download.md): Download a published Omni app as a PNG, PDF, Excel workbook, or zipped CSVs.
- [Importing Claude dashboards as apps](https://docs.omni.co/visualize-present/apps/claude-dashboards.md): Prototype a dashboard in Claude with your Omni semantic model, then send it to Omni as an app that you can continue to iterate on.
- [App settings](https://docs.omni.co/visualize-present/apps/settings.md): Configure per-app security and functionality settings to enable features like map rendering, embedded sites, and link navigation in Apps.

### Deliver content

- [Sharing content with schedules & alerts](https://docs.omni.co/share/deliveries/index.md): Keep your team informed by automating the delivery of dashboards, workbooks, and tiles.
- [Delivering Omni content to Amazon S3](https://docs.omni.co/share/deliveries/amazon-s3.md): Deliver scheduled reports and dashboards to an Amazon S3 bucket using cross-account IAM role assumption.
- [Delivering Omni content to Google Sheets](https://docs.omni.co/share/deliveries/google-sheets.md): With Google Sheets deliveries, you can automatically schedule sending individual tiles to Google Sheets.
- [Delivering Omni content to an SFTP server](https://docs.omni.co/share/deliveries/sftp.md): Omni supports delivery data through SFTP as a robust and secure method for transferring files.
- [Delivering Omni content to Slack](https://docs.omni.co/share/deliveries/slack.md): With Slack deliveries, you can automatically schedule sending dashboards and individual tiles to your team as channel or direct messages.
- [Webhook deliveries](https://docs.omni.co/share/deliveries/webhooks.md): Customize your Omni deliveries with webhooks.
- [Creating dynamic delivery content with Mustache](https://docs.omni.co/share/deliveries/dynamic-content.md): Create dynamic content for your deliveries with Mustache syntax.
- [Troubleshooting failed deliveries](https://docs.omni.co/share/deliveries/troubleshooting.md): Monitor the status of the deliveries in your instance and learn how to investigate failures.

#### Email

- [Delivering Omni content via email](https://docs.omni.co/share/deliveries/email/index.md): With email deliveries, you can automatically schedule sending dashboards and individual tiles to your team.
- [Personalizing email deliveries with recipient attributes](https://docs.omni.co/share/deliveries/email/personalization.md): Personalize the content of email deliveries using each recipient's user attributes.
- [Whitelabeling sender addresses for email deliveries](https://docs.omni.co/share/deliveries/email/whitelabel.md): Customize the sender name and address on delivery emails with a vanity domain.
- [Restricting recipient email domains with allowlist](https://docs.omni.co/share/deliveries/email/domain-allowlist.md): Restrict email deliveries to recipients at approved domains.

### Manage integrations

- [Omni Slack Agent](https://docs.omni.co/integrations/omni-slack-agent.md): Ask data questions directly in Slack and get AI-powered answers, charts, and tables from your Omni semantic model.

#### dbt

- [Getting started with dbt](https://docs.omni.co/integrations/dbt/index.md): Integrate dbt Core or dbt Cloud with Omni to sync metadata, author models, push exposures, and connect your semantic layer.

##### Connect Git

- [Connecting a dbt Git repository to Omni](https://docs.omni.co/integrations/dbt/setup/index.md): Get started using Omni's dbt integration by connecting your dbt Git repository.
- [Connecting an Azure DevOps dbt repository to Omni](https://docs.omni.co/integrations/dbt/setup/azure-devops.md): Connect your Azure DevOps dbt repository to Omni.
- [Connecting a GitHub dbt repository to Omni](https://docs.omni.co/integrations/dbt/setup/github.md): Connect your GitHub dbt repository to Omni.
- [Connecting a Gitlab dbt repository to Omni](https://docs.omni.co/integrations/dbt/setup/gitlab.md): Connect your Gitlab dbt repository to Omni.

##### Sync from dbt

- [Triggering dbt syncs in Omni](https://docs.omni.co/integrations/dbt/syncing-dbt.md): How Omni schema refreshes and dbt syncing work together to keep your data warehouse, transformation logic, and BI layer in sync.
- [Integrating dbt's semantic layer with Omni](https://docs.omni.co/integrations/dbt/semantic-layer.md): Learn how Omni integrates with dbt's semantic layer to pull dimensions, measures, metrics, and entities into your Omni model.
- [dbt metadata reference](https://docs.omni.co/integrations/dbt/metadata-reference.md): A complete list of the dbt metadata Omni can include in a dbt sync, and what each item becomes in your Omni model.
- [Debugging dbt sync issues](https://docs.omni.co/integrations/dbt/debugging-sync-issues.md): Find and resolve dbt sync issues using the validation issues surfaced in Omni's dbt IDE.

##### Push to dbt

- [Pushing descriptions to dbt](https://docs.omni.co/integrations/dbt/push-descriptions.md): Sync field and model descriptions edited in Omni back to your dbt project's schema.yml files.
- [Pushing exposures to dbt](https://docs.omni.co/integrations/dbt/exposures.md): Generate dbt exposure files from your published dashboards and apps, and open a pull request to add them to your dbt project.

##### Develop in Omni

- [Configuring dbt environments in Omni](https://docs.omni.co/integrations/dbt/environments.md): Mirror your dbt profiles.yml or dbt Cloud environments in Omni so Omni runs dbt commands the way your project expects.
- [Swapping dbt environments with virtual schemas](https://docs.omni.co/integrations/dbt/virtual-schemas.md): Unlock dbt environment switching with Virtual Schemas.
- [Authoring dbt models in Omni](https://docs.omni.co/integrations/dbt/models.md): Author new dbt models from Omni queries, and edit existing models in Omni workbooks.
- [Working with dbt and Git](https://docs.omni.co/integrations/dbt/git-workflows.md): Manage Omni model changes using dbt and Git workflows, including branches, pull requests, and dynamic environments.

#### git

- [Integrate git for model version control](https://docs.omni.co/integrations/git/index.md): Omni's git integration allows you to sync an Omni shared model to a git repository. This is done on the model level.
- [Git integration best practices](https://docs.omni.co/integrations/git/best-practices.md): Best practices for working with Omni's Git integration, including branch strategy, keeping pull requests up to date, conflict resolution, and common pitfalls.
- [Configuring git integration settings](https://docs.omni.co/integrations/git/settings.md): Manage git integration settings for your Omni model, including branch defaults, push behavior, and conflict resolution options.
- [Webhook deliveries](https://docs.omni.co/integrations/git/webhook-deliveries.md): View the pull request webhooks Omni has received for a model's git repository, including delivery status, outcome, and timing.
- [Troubleshooting the Git integration](https://docs.omni.co/integrations/git/troubleshooting.md): Diagnose and resolve common issues with Omni's Git integration, including branches not appearing in Git, merges not reflecting, merged PRs reverting other changes, corrective commit overwrites, and follower mode problems.

##### Setup

- [Setting up the git integration](https://docs.omni.co/integrations/git/setup/index.md): Connect a git repository to an Omni model
- [Connect an Azure DevOps repository to Omni](https://docs.omni.co/integrations/git/setup/azure-devops.md): Connect an Azure DevOps repository to an Omni model
- [Connect a Bitbucket Cloud repository to Omni](https://docs.omni.co/integrations/git/setup/bitbucket-cloud.md): Connect a Bitbucket Cloud repository to an Omni model
- [Connect a Bitbucket Data Center/Server repository to Omni](https://docs.omni.co/integrations/git/setup/bitbucket-data-center.md): Connect a self-hosted Bitbucket Data Center or Server repository to an Omni model
- [Connect a GitHub repository to Omni](https://docs.omni.co/integrations/git/setup/github.md): Connect a GitHub repository to an Omni model using SSH deploy keys, HTTPS token authentication, or GitHub App authentication
- [Connect a GitLab repository to Omni](https://docs.omni.co/integrations/git/setup/gitlab.md): Connect a GitLab repository to an Omni model using SSH deploy keys or HTTPS token authentication

##### Follower mode

- [git follower mode](https://docs.omni.co/integrations/git/follower-mode/index.md): Centralize model development and deploy to multiple regions or environments using Omni's git follower mode with leader/follower sync.
- [Configuring git follower mode](https://docs.omni.co/integrations/git/follower-mode/setup.md): Set up git follower mode in Omni by designating leader and follower models for centralized development and multi-environment sync.
- [git follower mode best practices](https://docs.omni.co/integrations/git/follower-mode/best-practices.md): Best practices for managing git follower mode deployments in Omni, including sync strategies and conflict prevention tips.

#### MCP Server

- [AI MCP Server](https://docs.omni.co/ai/mcp/index.md): Unlock new ways to analyze & explore your data by connecting external AI tools to your Omni model with Omni's MCP Server.
- [MCP authentication](https://docs.omni.co/ai/mcp/authentication.md): Choose how to authenticate MCP clients with your Omni instance: OAuth for streamlined setup or API keys for manual control.
- [MCP server tools](https://docs.omni.co/ai/mcp/tools.md): Unlock new ways to analyze & explore your data by connecting external AI tools to your Omni model with Omni's MCP server.

##### Setup

- [Using the MCP Server in ChatGPT](https://docs.omni.co/ai/mcp/chatgpt.md): Connect your Omni data to ChatGPT with Omni's MCP Server.
- [Using the MCP Server in Claude Code](https://docs.omni.co/ai/mcp/claude-code.md): Connect your Omni data to Claude Code with Omni's MCP Server.
- [Using the MCP Server in Claude Desktop](https://docs.omni.co/ai/mcp/claude-desktop.md): Connect your Omni data to Claude Desktop with Omni's MCP Server.
- [Using the MCP Server in Codex](https://docs.omni.co/ai/mcp/codex.md): Connect your Omni data to Codex with Omni's MCP Server.
- [Using the MCP Server in Cursor](https://docs.omni.co/ai/mcp/cursor.md): Connect your Omni data to Cursor with Omni's MCP Server.
- [Using the MCP Server in Microsoft Copilot](https://docs.omni.co/ai/mcp/microsoft-copilot.md): Connect your Omni data to Microsoft Copilot with Omni's MCP Server.
- [Using the MCP Server in Visual Studio Code](https://docs.omni.co/ai/mcp/vscode.md): Connect your Omni data to Visual Studio Code with Omni's MCP Server.

#### External AI context

- [Connecting AI integrations](https://docs.omni.co/integrations/ai/index.md): Enable, disable, and remove AI integrations that extend the Omni Agent with context from Google Calendar, Google Drive, GitHub, Notion, and Slack.
- [GitHub AI integration](https://docs.omni.co/integrations/ai/github.md): Extend the Omni Agent with code search and file retrieval from your GitHub repositories.
- [Notion AI integration](https://docs.omni.co/integrations/ai/notion.md): Extend the Omni Agent with the ability to search and retrieve content from your Notion workspace.
- [Slack AI integration](https://docs.omni.co/integrations/ai/slack.md): Extend the Omni Agent with Slack messages and threads so you can reference team discussions alongside your data analysis.

##### Google

- [Setting up Google AI integrations](https://docs.omni.co/integrations/ai/google-setup.md): Create a shared Google Cloud project and OAuth client to enable Omni's Google Calendar and Google Drive AI integrations.
- [Google Calendar AI integration](https://docs.omni.co/integrations/ai/google-calendar.md): Extend the Omni Agent with context from your Google Calendar, so you can reference events and meetings alongside your data analysis.
- [Google Drive AI integration](https://docs.omni.co/integrations/ai/google-drive.md): Extend the Omni Agent with search and file retrieval from your Google Drive, so you can reference documents and spreadsheets alongside your data analysis.