# Omni Docs: Docs

## Docs

### 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 and Databricks.
- [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.

##### 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.
- [Migrating dashboards](https://docs.omni.co/visualize-present/dashboards/migrate.md): Change the connection a dashboard is based on using Omni's APIs.
- [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.
- [App settings](https://docs.omni.co/visualize-present/apps/settings.md): Configure per-app security and functionality settings to enable features like map rendering 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 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.

### Model data

- [Templated filters](https://docs.omni.co/modeling/templated-filters/index.md): Use Mustache template syntax to inject dynamic, user-driven values into SQL definitions for views and fields in your Omni model.

#### Getting started

- [Modeling in Omni](https://docs.omni.co/modeling/index.md): Understand Omni's three-layer modeling approach: schema model, shared data model, and workbook model for governed analytics.
- [Developing in Omni: Permissions & content organization](https://docs.omni.co/modeling/develop/guides/permissions-content-org.md): Configure data and content permissions in Omni across connection, model, and folder levels to control who can see and edit what.
- [Developing in Omni: Modeling in workbooks](https://docs.omni.co/modeling/develop/guides/workbook-modeling.md): Get started building and contributing to your Omni data model from workbooks and the IDE, including field promotion and governance.
- [Developing in Omni: Model IDE](https://docs.omni.co/modeling/develop/guides/model-ide.md): Navigate the Omni Model IDE to edit auto-generated schema files, define views and fields, and manage your data model structure.
- [Developing in Omni: Advanced modeling concepts](https://docs.omni.co/modeling/develop/guides/advanced-concepts.md): Advanced modeling topics for admins and developers, including row-level security, access grants, templated filters, and dbt integration.

#### Develop models

- [Managing your models](https://docs.omni.co/modeling/develop/model-management.md): Manage Omni models through the workbook layer or IDE, including promoting changes between workbook and shared model layers.
- [Model generation](https://docs.omni.co/modeling/develop/model-generation.md): Models are automatically generated after a connection is added. Each model is divided into two layers:
- [Modeling Agent](https://docs.omni.co/ai/model-assistant.md): Chat with AI while you edit your semantic model in the Model IDE—ask questions, draft YAML, and choose how changes are applied.
- [Promoting workbook changes to the shared model](https://docs.omni.co/modeling/develop/promotion.md): Shared model promotion pushes changes made in the workbook layer into the model layer so the changes are reusable and available in all workbooks.
- [Incorporating database changes with schema refreshes](https://docs.omni.co/modeling/develop/schema-refreshes.md): Trigger manual or scheduled schema refreshes to keep your Omni model in sync when database tables, columns, or schemas change.
- [Table migration](https://docs.omni.co/modeling/develop/table-migration.md): Use table migration to update table references in Omni when table names change in your database, without breaking downstream content.
- [Validating model changes with the Content Validator](https://docs.omni.co/modeling/develop/content-validator.md): Keep your content accurate and up-to-date as your data model evolves with the Content Validator.
- [Viewing and restoring model versions in the model IDE](https://docs.omni.co/modeling/develop/history.md): Model history in the developer IDE allows users to see the changes made to the model and restore to an older version.

##### Optimize for AI

- [Suggestions](https://docs.omni.co/ai/suggestions.md): Apply prioritized recommendations to improve your model's AI context, based on user feedback.
- [Evals](https://docs.omni.co/ai/evals.md): Measure and compare Omni AI accuracy with prompt sets and judged eval runs — from the AI Hub.
- [Optimize models for Omni AI](https://docs.omni.co/modeling/develop/ai-optimization.md): Use context to curate your models and improve the accuracy & relevance of Omni's AI.
- [Learn from conversation](https://docs.omni.co/ai/learn-from-conversation.md): Let the AI capture business context from your conversations to improve future queries.

##### Shared extensions

- [Shared extension models](https://docs.omni.co/modeling/develop/shared-extensions/index.md): Create an inheritance model for multi-tenant environments with shared extension models.
- [Managing extension model settings](https://docs.omni.co/modeling/develop/shared-extensions/settings.md): Update the settings on a shared extension model, including Allow exploration and isolated branches.
- [Using isolated branches with extension models](https://docs.omni.co/modeling/develop/shared-extensions/extension-branches.md): Extension models can have their own independent branches that are isolated from the parent shared model.

#### Model settings

- [Configuring your models](https://docs.omni.co/modeling/models/index.md): Model files are used to define configuration for the analytical environment (topics, views, and so on) associated with a specific model.
- [Controlling data access using the modeling layer](https://docs.omni.co/modeling/develop/data-access-control.md): Control how data is accessed through the modeling layer.
- [Formatting values](https://docs.omni.co/modeling/models/format-values.md): Format dimension and measure values with named formats, Excel-style strings, conditional formats, model constants, locale settings, and Markdown table cells.

##### Model file parameters

- [access_grants - Model files](https://docs.omni.co/modeling/models/access-grants.md): Limits user access to a particular field (dimension or measure) through user attributes.
- [ai_chat_topics - Model files](https://docs.omni.co/modeling/models/ai-chat-topics.md): Controls the topics that are available to the Omni Agent, Chat with Content, MCP, and embedded chat instances.
- [ai_context - Model files](https://docs.omni.co/modeling/models/ai-context.md): Sets context for the Omni Agent that is applicable for the entire model.
- [auto_run - Model files](https://docs.omni.co/modeling/models/auto-run.md): Forces workbook queries to require a run click to return new results.
- [auto_run_dashboard - Model files](https://docs.omni.co/modeling/models/auto-run-dashboard.md): Forces dashboards using the model to require a run click before filter and control changes re-run their queries.
- [cache_policies - Model files](https://docs.omni.co/modeling/models/cache-policies.md): Defines cache policies for the model.
- [calcs_default_pushdown - Model files](https://docs.omni.co/modeling/models/calcs-default-pushdown.md): Determines if calculations that reference a range are evaluated before the row limit by default.
- [compute_routing - Model files](https://docs.omni.co/modeling/models/compute-routing.md): Routes different job types to different warehouses or slot reservations.
- [constants - Model files](https://docs.omni.co/modeling/models/constants.md): Define reusable string values that can be referenced throughout your model.
- [custom_formats - Model files](https://docs.omni.co/modeling/models/custom-formats.md): Define reusable format objects that can be referenced in dimension and measure format parameters.
- [default_cache_policy - Model files](https://docs.omni.co/modeling/models/default-cache-policy.md): Defines the default cache policy for the model.
- [default_group_by - Model files](https://docs.omni.co/modeling/models/default-group-by.md): Controls whether measure-less queries get an implicit GROUP BY.
- [default_numeric_locale - Model files](https://docs.omni.co/modeling/models/default-numeric-locale.md): Defines global number formatting in the model.
- [default_row_limit - Model files](https://docs.omni.co/modeling/models/default-row-limit.md): Sets the default row limit for new queries within the model.
- [default_timeframes - Model files](https://docs.omni.co/modeling/models/default-timeframes.md): Sets the default timeframes available for date and time fields across the model.
- [default_topic_access_filters - Model files](https://docs.omni.co/modeling/models/default-topic-access-filters.md): Defines default access filters for topics in the model.
- [default_topic_required_access_grants - Model files](https://docs.omni.co/modeling/models/default-topic-required-access-grants.md): Defines a default required access grant for all topics contained in a model.
- [dynamic_schemas - Model files](https://docs.omni.co/modeling/models/dynamic-schemas.md): Creates a copy of the specified schema as a virtual schema.
- [dynamic_shared_extensions - Model files](https://docs.omni.co/modeling/models/dynamic-shared-extensions.md): Dynamically extends the model based on user attribute values, enabling user-specific model customization.
- [extends - Model files](https://docs.omni.co/modeling/models/extends.md): Enables extending a model.
- [facet_workbook_filters - Model files](https://docs.omni.co/modeling/models/facet-workbook-filters.md): Facets all filter suggestions in the workbook to the current filter selections.
- [fiscal_month_offset - Model files](https://docs.omni.co/modeling/models/fiscal-month-offset.md): Sets a fiscal calendar in Omni and enables adding fiscal time metrics to time dimension groups and filters in the UI.
- [ignored_schemas - Model files](https://docs.omni.co/modeling/models/ignored-schemas.md): Excludes a list of schemas from workbooks.
- [ignored_views - Model files](https://docs.omni.co/modeling/models/ignored-views.md): Excludes specific views from use in workbooks.
- [included_schemas - Model files](https://docs.omni.co/modeling/models/included-schemas.md): Includes only the listed schemas for use in workbooks.
- [included_views - Model files](https://docs.omni.co/modeling/models/included-views.md): Defines a list of views from the database schema to include in the model.
- [sample_queries - Model files](https://docs.omni.co/modeling/models/sample-queries.md): Defines a list of sample queries that could be performed using the topics in the model.
- [sets - Model files](https://docs.omni.co/modeling/models/sets.md): Defines a list of fields that can be referenced in parameters that accept lists of fields.
- [skills - Model files](https://docs.omni.co/modeling/models/skills.md): Defines a set of instructions for the Omni Agent that users can trigger with a button click.
- [slot_reservation - Model files](https://docs.omni.co/modeling/models/slot-reservation.md): Specifies a dedicated slot for queries in a Google BigQuery-backed model to use.
- [sql_preamble - Model files](https://docs.omni.co/modeling/models/sql-preamble.md): Runs a setup query before executing SQL statements against a model.
- [template - Model files](https://docs.omni.co/modeling/models/template.md): Disables the content validator for an abstract model.
- [topic_group_descriptions - Model files](https://docs.omni.co/modeling/models/topic-group-descriptions.md): Defines descriptions for topic groups.
- [topics - Model files](https://docs.omni.co/modeling/models/topics.md): Define topics within model files.
- [warehouse_override - Model files](https://docs.omni.co/modeling/models/warehouse-override.md): Specifies a different warehouse to use for a given workbook or branch.
- [week_start_day - Model files](https://docs.omni.co/modeling/models/week-start-day.md): Defines the day that weeks start on.

###### ai_settings

- [ai_settings](https://docs.omni.co/modeling/models/parameters/ai-settings/index.md): Configure AI behavior for the model, including query scope, analysis validation, context management, and AI model and thinking settings.
- [allow_ctes - AI settings](https://docs.omni.co/modeling/models/parameters/ai-settings/allow-ctes.md): Controls whether the AI can generate CTEs (common table expressions) in its queries, based on user permission levels.
- [allow_custom_fields - AI settings](https://docs.omni.co/modeling/models/parameters/ai-settings/allow-custom-fields.md): Controls whether the AI can generate custom fields in its queries, based on user permission levels.
- [analyze_configuration - AI settings](https://docs.omni.co/modeling/models/parameters/ai-settings/analyze-configuration.md): Controls the model and thinking level for complex analytical tasks, such as query and visualization generation.
- [build_configuration - AI settings](https://docs.omni.co/modeling/models/parameters/ai-settings/build-configuration.md): Controls the model and thinking level for model-building tasks, such as the modeling subagent, dashboard creation, and topic metadata generation.
- [conversation_prune_length - AI settings](https://docs.omni.co/modeling/models/parameters/ai-settings/conversation-prune-length.md): Controls how aggressively Claude prunes conversation history to balance cost optimization with context preservation.
- [disabled_tools - AI settings](https://docs.omni.co/modeling/models/parameters/ai-settings/disabled-tools.md): Disables specific tools in the AI chat interface, such as dashboard creation, Slack, Google Calendar, GitHub, visualize, forecasting, or learn from conversation.
- [query_all_views_and_fields - AI settings](https://docs.omni.co/modeling/models/parameters/ai-settings/query-all-views-and-fields.md): Controls whether the AI can query any view in the model or only views organized within topics.
- [simple_summarize_configuration - AI settings](https://docs.omni.co/modeling/models/parameters/ai-settings/simple-summarize-configuration.md): Controls the model and thinking level for lightweight tasks, such as summaries, documentation search, and field metadata.
- [validate_analysis - AI settings](https://docs.omni.co/modeling/models/parameters/ai-settings/validate-analysis.md): Controls whether the AI automatically validates its analysis for errors before returning results.

#### Topics

- [Curating datasets with topics](https://docs.omni.co/modeling/topics/index.md): Create curated topics in Omni to give non-technical users a self-service way to explore data and build visualizations.
- [Creating topics](https://docs.omni.co/modeling/topics/setup.md): Omni offers two ways to develop topics: visually (in workbooks) or using code (in the model IDE).
- [Creating topics with AI quickstart](https://docs.omni.co/modeling/topics/quickstart.md): Use AI to create your first topic by describing your business questions. Omni generates a complete topic with joins, fields, and context.
- [Topic best practices](https://docs.omni.co/modeling/topics/best-practices.md): Best practices for designing topics in Omni that balance usability, performance, and maintainability for self-service analytics.
- [Topic design inspiration](https://docs.omni.co/modeling/topics/examples.md): Real-world topic design examples from Omni users to inspire how you structure curated datasets for your business use cases.

##### Parameters

- [Topic file parameters](https://docs.omni.co/modeling/topics/parameters/index.md): Topic files are used to define configuration for individual topics.
- [access_filters - Topics](https://docs.omni.co/modeling/topics/parameters/access-filters.md): Limits access to rows in a dataset based on user attributes.
- [ai_context - Topics](https://docs.omni.co/modeling/topics/parameters/ai-context.md): Free text that can provide context about a topic to the Omni Agent.
- [ai_fields - Topics](https://docs.omni.co/modeling/topics/parameters/ai-fields.md): Curates the fields in the topic that are provided to the Omni Agent.
- [always_having_filters - Topics](https://docs.omni.co/modeling/topics/parameters/always-having-filters.md): Applies a filter to aggregated results (measures) in a query using filter syntax.
- [always_having_sql - Topics](https://docs.omni.co/modeling/topics/parameters/always-having-sql.md): Applies a filter to aggregated results in a query using SQL.
- [always_where_filters - Topics](https://docs.omni.co/modeling/topics/parameters/always-where-filters.md): Applies a filter to all rows in a query using filter syntax.
- [always_where_sql - Topics](https://docs.omni.co/modeling/topics/parameters/always-where-sql.md): Applies a filter to all rows in a query using SQL.
- [auto_run - Topics](https://docs.omni.co/modeling/topics/parameters/auto-run.md): Forces all queries using the topic to require a run click to return new results.
- [base_view - Topics](https://docs.omni.co/modeling/topics/parameters/base-view.md): Defines the base view for the topic.
- [base_view_label - Topics](https://docs.omni.co/modeling/topics/parameters/base-view-label.md): Defines the display name of the table in the workbook when it is accessed from the topic.
- [cache_policy - Topics](https://docs.omni.co/modeling/topics/parameters/cache-policy.md): Defines the cache policy for the topic.
- [default_filters - Topics](https://docs.omni.co/modeling/topics/parameters/default-filters.md): Applies a filter to all rows in a topic.
- [default_row_limit - Topics](https://docs.omni.co/modeling/topics/parameters/default-row-limit.md): Sets the default row limit for new queries using the topic.
- [description - Topics](https://docs.omni.co/modeling/topics/parameters/description.md): Free text that describes the topic.
- [display_order - Topics](https://docs.omni.co/modeling/topics/parameters/display-order.md): Defines the order that topics display in the field picker.
- [extends - Topics](https://docs.omni.co/modeling/topics/parameters/extends.md): Allows for inheriting and overriding another topic inside of Omni.
- [fields - Topics](https://docs.omni.co/modeling/topics/parameters/fields.md): Restricts which fields can be queried in the topic.
- [group_label - Topics](https://docs.omni.co/modeling/topics/parameters/group-label.md): Defines the group the topic belongs to.
- [hidden - Topics](https://docs.omni.co/modeling/topics/parameters/hidden.md): Removes the topic from the workbook.
- [joins - Topics](https://docs.omni.co/modeling/topics/parameters/joins.md): Declares other views as part of the topic.
- [label - Topics](https://docs.omni.co/modeling/topics/parameters/label.md): Defines a display name for the topic.
- [owners - Topics](https://docs.omni.co/modeling/topics/parameters/owners.md): A list of email addresses indicating who owns the topic.
- [relationships - Topics](https://docs.omni.co/modeling/topics/parameters/relationships.md): Defines a list of topic-level joins.
- [required_access_grants - Topics](https://docs.omni.co/modeling/topics/parameters/required-access-grants.md): Defines a list of access grants for the topic, which are used to control access.
- [sample_queries - Topics](https://docs.omni.co/modeling/topics/parameters/sample-queries.md): Defines a list of sample queries that could be performed on the topic.
- [skills - Topics](https://docs.omni.co/modeling/topics/parameters/skills.md): Defines a set of instructions for the Omni Agent that users can trigger with a button click.
- [tags - Topics](https://docs.omni.co/modeling/topics/parameters/tags.md): Organizes topics by category.
- [template - Topics](https://docs.omni.co/modeling/topics/parameters/template.md): Marks a topic as a template only accessible through `extends` and disables model validation.
- [views - Topics](https://docs.omni.co/modeling/topics/parameters/views.md): Allows customization of views only in the context of the topic.
- [warehouse_override - Topics](https://docs.omni.co/modeling/topics/parameters/warehouse-override.md): Specifies a different warehouse to use for a specific topic.
- [week_start_day - Topics](https://docs.omni.co/modeling/topics/parameters/week-start-day.md): Defines the day that weeks start on for queries scoped to the topic.

#### Composite topics

- [Composite topics](https://docs.omni.co/modeling/composite-topics/index.md): Query across two or more topics in a single result — aligned on shared dimensions and views, without fan-out.
- [Create a composite topic](https://docs.omni.co/modeling/composite-topics/create.md): Create a composite topic in the model IDE, then refine its shared views, dimensions, and measures.
- [Composite topic examples](https://docs.omni.co/modeling/composite-topics/examples.md): Worked composite topics — a complete example, plus orders vs. shipments, a marketing funnel, and a constellation schema with a date spine.

##### Parameters

- [Composite topic parameters](https://docs.omni.co/modeling/composite-topics/parameters/index.md): Composite topic files define configuration for querying across two or more topics.
- [always_join_all_topics - Composite topics](https://docs.omni.co/modeling/composite-topics/parameters/always-join-all-topics.md): Controls whether all topics are included in the FULL OUTER JOIN or only those with selected fields.
- [cache_policy - Composite topics](https://docs.omni.co/modeling/composite-topics/parameters/cache-policy.md): Sets the cache policy for the composite topic.
- [default_filters - Composite topics](https://docs.omni.co/modeling/composite-topics/parameters/default-filters.md): Applies a filter to all queries that start on the composite topic.
- [description - Composite topics](https://docs.omni.co/modeling/composite-topics/parameters/description.md): Free text describing the composite topic, shown in the topic picker.
- [fields - Composite topics](https://docs.omni.co/modeling/composite-topics/parameters/fields.md): Curates which fields each sub-topic contributes to the field picker.
- [label - Composite topics](https://docs.omni.co/modeling/composite-topics/parameters/label.md): Defines a display name for the composite topic.
- [required_access_grants - Composite topics](https://docs.omni.co/modeling/composite-topics/parameters/required-access-grants.md): Defines a list of access grants for the composite topic itself, in addition to its member topics' grants.
- [sample_queries - Composite topics](https://docs.omni.co/modeling/composite-topics/parameters/sample-queries.md): Defines a list of sample queries that could be performed on the composite topic.
- [shared_dimensions - Composite topics](https://docs.omni.co/modeling/composite-topics/parameters/shared-dimensions.md): Defines cross-topic join keys that align the included topics.
- [shared_measures - Composite topics](https://docs.omni.co/modeling/composite-topics/parameters/shared-measures.md): Defines measures that combine values across topics after the join.
- [shared_views - Composite topics](https://docs.omni.co/modeling/composite-topics/parameters/shared-views.md): Dimension tables joinable from every included topic, such as a date spine.
- [topics - Composite topics](https://docs.omni.co/modeling/composite-topics/parameters/topics.md): The two or more topics to combine into a composite topic.

#### Views

- [Working with views](https://docs.omni.co/modeling/views/index.md): Views are the building blocks of queries in Omni. Get an overview of how views work, how to create and edit them, and how to keep them in sync with your database.
- [Editing database views](https://docs.omni.co/modeling/views/edit.md): Update metadata and edit fields for database views from either the workbook or the modeling IDE.
- [Aliasing views](https://docs.omni.co/modeling/views/alias.md): Alias views to handle database table renames or to create duplicate views for joins.

##### Parameters

- [All View file parameters](https://docs.omni.co/modeling/views/parameters/index.md): View files are used to define configuration, fields, and relationships for individual views.
- [ai_context - Views](https://docs.omni.co/modeling/views/parameters/ai-context.md): Free text that can provide context about a view to the Omni Agent.
- [aliases - Views](https://docs.omni.co/modeling/views/parameters/aliases.md): Maps old table names to updated table names to preserve content.
- [catalog - Views](https://docs.omni.co/modeling/views/parameters/catalog.md): Specifies the database catalog (or database name) for a table.
- [custom_compound_primary_key_sql - Views](https://docs.omni.co/modeling/views/parameters/custom-compound-primary-key-sql.md): Defines an array of field names that make up a view's compound primary key.
- [default_drill_fields - Views](https://docs.omni.co/modeling/views/parameters/default-drill-fields.md): Sets the default drill set for all measures in a view.
- [default_drill_query - Views](https://docs.omni.co/modeling/views/parameters/default-drill-query.md): Sets the default drill query for all measures in a view.
- [description - Views](https://docs.omni.co/modeling/views/parameters/description.md): Free text that describes the view.
- [display_order - Views](https://docs.omni.co/modeling/views/parameters/display-order.md): Overrides the sort order for views in the field browser.
- [extends - Views](https://docs.omni.co/modeling/views/parameters/extends.md): Inherit attributes from another view inside of Omni.
- [fill_fields - Views](https://docs.omni.co/modeling/views/parameters/fill-fields.md): Fills an enumerated list to ensure all values are represented in the dataset.
- [folder - Views](https://docs.omni.co/modeling/views/parameters/folder.md): Nests views in a folder in the model IDE for better organization.
- [hidden - Views](https://docs.omni.co/modeling/views/parameters/hidden.md): Removes a view from the workbook UI while keeping it referenceable in the model.
- [ignored - Views](https://docs.omni.co/modeling/views/parameters/ignored.md): Soft-deletes a view in the model.
- [label - Views](https://docs.omni.co/modeling/views/parameters/label.md): Defines a display name for the view.
- [materialized_query - Views](https://docs.omni.co/modeling/views/parameters/materialized-query.md): Configures aggregate awareness between two views.
- [name - Views](https://docs.omni.co/modeling/views/parameters/name.md): Reference name for the view, implicit in the file name.
- [query - Views](https://docs.omni.co/modeling/views/parameters/query.md): Defines a view from a workbook query.
- [required_access_grants - Views](https://docs.omni.co/modeling/views/parameters/required-access-grants.md): Limits a user's ability to query a view based on assigned user attributes.
- [schema - Views](https://docs.omni.co/modeling/views/parameters/schema.md): Specifies the database schema for a view.
- [schema_label - Views](https://docs.omni.co/modeling/views/parameters/schema-label.md): Defines a display label for the database schema.
- [sql - Views](https://docs.omni.co/modeling/views/parameters/sql.md): Defines a view from a SQL query.
- [table_name - Views](https://docs.omni.co/modeling/views/parameters/table-name.md): Specifies the database table name underlying the view.
- [tags - Views](https://docs.omni.co/modeling/views/parameters/tags.md): Curates view and field groups for organizing and grouping views in the UI.
- [template - Views](https://docs.omni.co/modeling/views/parameters/template.md): Marks a view as a template only accessible through `extends` and disables model validation.
- [uploaded_table_name - Views](https://docs.omni.co/modeling/views/parameters/uploaded-table-name.md): Unique identifier for views created from uploaded CSV/XLSX files.

#### Query views

- [Configuring query views](https://docs.omni.co/modeling/query-views/index.md): Query views are workbook queries that have been saved to the model as a view.
- [Editing query views](https://docs.omni.co/modeling/query-views/edit.md): Update query view metadata, edit fields, and edit the underlying query or SQL — from a workbook or the modeling IDE.

##### Parameters

- [Query view parameters](https://docs.omni.co/modeling/query-views/parameters/index.md): Reference for all query view YAML parameters in Omni, including base_view, filters, sorts, fields, and query configuration.
- [ai_context - Query views](https://docs.omni.co/modeling/query-views/parameters/ai-context.md): Free text that can provide context about a query view to the Omni Agent.
- [base_view - Query views](https://docs.omni.co/modeling/query-views/parameters/base-view.md): References the view that is used in the FROM of the generated SQL.
- [description - Query views](https://docs.omni.co/modeling/query-views/parameters/description.md): Free text that describes the query view.
- [display_order - Query views](https://docs.omni.co/modeling/query-views/parameters/display-order.md): Overrides the sort order for views in the field browser.
- [dimensions - Query views](https://docs.omni.co/modeling/query-views/parameters/dimensions.md): Lists all fields selected in the query, making them into dimensions to allow for aggregation in another query.
- [hidden - Query views](https://docs.omni.co/modeling/query-views/parameters/hidden.md): Removes a query view from the workbook UI while keeping it referenceable in the model.
- [ignored - Query views](https://docs.omni.co/modeling/query-views/parameters/ignored.md): Soft-deletes a query view in the model.
- [label - Query views](https://docs.omni.co/modeling/query-views/parameters/label.md): Defines a display name for the query view.
- [measures - Query views](https://docs.omni.co/modeling/query-views/parameters/measures.md): Describes how to aggregate data in the query.
- [schema - Query views](https://docs.omni.co/modeling/query-views/parameters/schema.md): References the query's underlying schema name from the associated database connection.
- [sql - Query views](https://docs.omni.co/modeling/query-views/parameters/sql.md): Defines the SQL query used by the query view.
- [tags - Query views](https://docs.omni.co/modeling/query-views/parameters/tags.md): Curates view and field groups for organizing and grouping views in the UI.

###### query

- [query - Query views](https://docs.omni.co/modeling/query-views/parameters/query.md): Defines the underlying query for the query view.
- [bind - Query views](https://docs.omni.co/modeling/query-views/parameters/bind.md): Passes filter values from other fields into the subquery defined in a query view.
- [bind_all_filters - Query views](https://docs.omni.co/modeling/query-views/parameters/bind-all-filters.md): Passes all chosen filters from the outer query into the query view definition.
- [bind_outer_context - Query views](https://docs.omni.co/modeling/query-views/parameters/bind-outer-context.md): Makes is_selected, is_filtered, and in_query template variables inside a query view resolve against the outer query instead of the view's own query.
- [calculations - Query views](https://docs.omni.co/modeling/query-views/parameters/calculations.md): Lists the calculations defined in the query.
- [default_group_by - Query views](https://docs.omni.co/modeling/query-views/parameters/default-group-by.md): Enables or disables a GROUP BY in the query.
- [fields - Query views](https://docs.omni.co/modeling/query-views/parameters/fields.md): Lists the fields in the query.
- [fill_fields - Query views](https://docs.omni.co/modeling/query-views/parameters/fill-fields.md): Ensures that the query returns continuous values for specific dimensions, even when no underlying rows exist.
- [filters - Query views](https://docs.omni.co/modeling/query-views/parameters/filters.md): Defines the filters applied in the query.
- [join_via_map - Query views](https://docs.omni.co/modeling/query-views/parameters/join-via-map.md): Maps joins when the query view is based on SQL and the joins are non-default joins.
- [limit - Query views](https://docs.omni.co/modeling/query-views/parameters/limit.md): Defines the row limit of the query if a limit is set on the query in the workbook.
- [sorts - Query views](https://docs.omni.co/modeling/query-views/parameters/sorts.md): Defines the field(s) that the query is sorted by.
- [topic - Query views](https://docs.omni.co/modeling/query-views/parameters/topic.md): Specifies the topic used by the query.

#### Measures

- [Measures](https://docs.omni.co/modeling/measures/index.md): Define measures in your Omni model to compute sums, counts, averages, and custom aggregations across rows of data in queries.

##### Parameters

- [Measure parameters](https://docs.omni.co/modeling/measures/parameters/index.md): Reference for all measure YAML parameters in Omni, including aggregate type, SQL, format, filters, drill fields, and visibility.
- [aggregate_type - Measures](https://docs.omni.co/modeling/measures/parameters/aggregate-type.md): Defines the aggregation method for an underlying dimension.
- [ai_context - Measures](https://docs.omni.co/modeling/measures/parameters/ai-context.md): Free text that can provide context about a measure to the Omni Agent.
- [aliases - Measures](https://docs.omni.co/modeling/measures/parameters/aliases.md): Create aliases for renamed measures to prevent existing Omni content from breaking when field names change in the data model.
- [all_values - Measures](https://docs.omni.co/modeling/measures/parameters/all-values.md): Provides the complete list of possible values to the Omni Agent for measures with a fixed set of values.
- [colors - Measures](https://docs.omni.co/modeling/measures/parameters/colors.md): Maps a color to the measure when used as a series in a visualization.
- [custom_primary_key_sql - Measures](https://docs.omni.co/modeling/measures/parameters/custom-primary-key-sql.md): Defines a custom aggregation level for deduplication.
- [description - Measures](https://docs.omni.co/modeling/measures/parameters/description.md): Provides metadata about the measure, made available in the workbook UI.
- [display_order - Measures](https://docs.omni.co/modeling/measures/parameters/display-order.md): Overrides the sort order for the field picker within the field's grouping.
- [drill_fields - Measures](https://docs.omni.co/modeling/measures/parameters/drill-fields.md): Curates the drilling behavior for a measure.
- [drill_queries - Measures](https://docs.omni.co/modeling/measures/parameters/drill-queries.md): Defines multiple drill query options, with full control over the underlying query.
- [filters - Measures](https://docs.omni.co/modeling/measures/parameters/filters.md): Applies filters to a measure for filtered aggregations.
- [format - Measures](https://docs.omni.co/modeling/measures/parameters/format.md): Sets default formatting for measures—named formats, Excel-style strings, conditional formats, model constants, and Markdown table cells.
- [group_label - Measures](https://docs.omni.co/modeling/measures/parameters/group-label.md): Group related measures together under a label in the workbook field browser for cleaner organization and easier discovery.
- [hidden - Measures](https://docs.omni.co/modeling/measures/parameters/hidden.md): Hide a measure from the workbook field browser while keeping it available for model references and derived calculations.
- [ignored - Measures](https://docs.omni.co/modeling/measures/parameters/ignored.md): Removes the field from the UI and prevents references to the field.
- [label - Measures](https://docs.omni.co/modeling/measures/parameters/label.md): Overrides the field name for all UI appearances of the field.
- [level_of_detail - Measures](https://docs.omni.co/modeling/measures/parameters/level-of-detail.md): Creates a Level of Detail aggregation, controlling the granularity at which a measure is computed.
- [links - Measures](https://docs.omni.co/modeling/measures/parameters/links.md): Add templated URL links to measure drill menus, enabling cross-linking to external tools and dashboards from aggregated results.
- [markdown - Measures](https://docs.omni.co/modeling/measures/parameters/markdown.md): Mustache template that renders measure values as Markdown in data table columns.
- [required_access_grants - Measures](https://docs.omni.co/modeling/measures/parameters/required-access-grants.md): Defines a list of access grants for the measure, which are used to control access.
- [required_fields - Measures](https://docs.omni.co/modeling/measures/parameters/required-fields.md): Specifies fields that must be present whenever the measure is used in a query.
- [sample_values - Measures](https://docs.omni.co/modeling/measures/parameters/sample-values.md): Provides sample values to the Omni Agent to better understand measure magnitude and usage.
- [sql - Measures](https://docs.omni.co/modeling/measures/parameters/sql.md): The core declaration of the field definition.
- [suggest_from_field - Measures](https://docs.omni.co/modeling/measures/parameters/suggest-from-field.md): Suggests filter values from an alternative field's distinct values.
- [suggestion_list - Measures](https://docs.omni.co/modeling/measures/parameters/suggestion-list.md): Explicitly sets the list of filter options, bypassing the default behavior.
- [synonyms - Measures](https://docs.omni.co/modeling/measures/parameters/synonyms.md): Alternative names and terms for a measure that help the Omni Agent understand user intent.
- [tags - Measures](https://docs.omni.co/modeling/measures/parameters/tags.md): Apply tags to measures for searchable metadata in workbooks and use tag syntax to curate topic fields and drill field lists.
- [view_label - Measures](https://docs.omni.co/modeling/measures/parameters/view-label.md): Move a measure under a different view in the field browser for better organization, such as grouping aggregates with their source.

#### Dimensions

- [Dimensions](https://docs.omni.co/modeling/dimensions/index.md): A dimension is an attribute that describes a row of data.

##### Parameters

- [All dimension parameters](https://docs.omni.co/modeling/dimensions/parameters/index.md): Dimensions are attributes that describe a row of data.
- [ai_context - Dimensions](https://docs.omni.co/modeling/dimensions/parameters/ai-context.md): Provides context to the Omni Agent for better understanding of field usage.
- [aliases - Dimensions](https://docs.omni.co/modeling/dimensions/parameters/aliases.md): Create aliases for renamed dimensions to prevent existing Omni content from breaking when field names change in the data model.
- [all_values - Dimensions](https://docs.omni.co/modeling/dimensions/parameters/all-values.md): Provides the complete list of possible values to the Omni Agent for dimensions with a fixed set of values.
- [bin_boundaries - Dimensions](https://docs.omni.co/modeling/dimensions/parameters/bin-boundaries.md): Specifies bins or tiers for a given numeric field.
- [colors - Dimensions](https://docs.omni.co/modeling/dimensions/parameters/colors.md): Defines colors to map to specific dimension values.
- [convert_tz - Dimensions](https://docs.omni.co/modeling/dimensions/parameters/convert-tz.md): Controls whether a field should be converted to the query/user timezone.
- [custom_primary_key_sql_for_quick_aggs - Dimensions](https://docs.omni.co/modeling/dimensions/parameters/custom-primary-key-sql-for-quick-aggs.md): Defines a custom primary key for aggregate measures where a primary key is applicable.
- [description - Dimensions](https://docs.omni.co/modeling/dimensions/parameters/description.md): Provides metadata about the dimension, made available in the workbook UI.
- [display_order - Dimensions](https://docs.omni.co/modeling/dimensions/parameters/display-order.md): Overrides the sort order for the field picker within a view.
- [duration - Dimensions](https://docs.omni.co/modeling/dimensions/parameters/duration.md): Calculates the time difference between two timestamp fields in various intervals.
- [dynamic_top_n - Dimensions](https://docs.omni.co/modeling/dimensions/parameters/dynamic-top-n.md): Generates dimensions that automatically filter to the top N or bottom N values based on a measure.
- [drill_fields - Dimensions](https://docs.omni.co/modeling/dimensions/parameters/drill-fields.md): Enables hierarchical drilling inside a row of the result set.
- [extends - Dimensions](https://docs.omni.co/modeling/dimensions/parameters/extends.md): Inherits configuration from a dimension defined in another view.
- [faceting - Dimensions](https://docs.omni.co/modeling/dimensions/parameters/faceting.md): Controls how a dimension's filter suggestions are affected by other active filters.
- [filter_single_select_only - Dimensions](https://docs.omni.co/modeling/dimensions/parameters/filter-single-select-only.md): Restricts a dimension to only allow single-value style filters.
- [format - Dimensions](https://docs.omni.co/modeling/dimensions/parameters/format.md): Sets default formatting for number and date dimensions—named formats, Excel-style strings, conditional formats, model constants, and Markdown table cells.
- [group_label - Dimensions](https://docs.omni.co/modeling/dimensions/parameters/group-label.md): Group related dimensions together under a label in the workbook field browser for cleaner organization and easier discovery.
- [groups - Dimensions](https://docs.omni.co/modeling/dimensions/parameters/groups.md): Buckets results with CASE-like logic by filtering field values into labeled groups.
- [hidden - Dimensions](https://docs.omni.co/modeling/dimensions/parameters/hidden.md): Hide a dimension from the workbook field browser while keeping it available for model references, joins, and calculations.
- [ignore_from_extended - Dimensions](https://docs.omni.co/modeling/dimensions/parameters/ignore-from-extended.md): Controls whether a field should be omitted during explicit extensions of a view.
- [ignored - Dimensions](https://docs.omni.co/modeling/dimensions/parameters/ignored.md): Removes a field from the UI and prevents references to it.
- [label - Dimensions](https://docs.omni.co/modeling/dimensions/parameters/label.md): Overrides the field name for all UI appearances.
- [level_of_detail - Dimensions](https://docs.omni.co/modeling/dimensions/parameters/level-of-detail.md): Creates a Level of Detail field, which controls the granularity at which an aggregation is computed.
- [links - Dimensions](https://docs.omni.co/modeling/dimensions/parameters/links.md): Add templated URL links to dimension drill menus, enabling cross-linking to external tools and dashboards from query results.
- [markdown - Dimensions](https://docs.omni.co/modeling/dimensions/parameters/markdown.md): Mustache template that renders dimension values as Markdown in data table columns.
- [mask_unless_access_grants - Dimensions](https://docs.omni.co/modeling/dimensions/parameters/mask-unless-access-grants.md): Masks dimension values with MD5 hash when users don't meet specified access grants.
- [order_by_field - Dimensions](https://docs.omni.co/modeling/dimensions/parameters/order-by-field.md): Sets a field to be sorted by another field's values.
- [parent_field - Dimensions](https://docs.omni.co/modeling/dimensions/parameters/parent-field.md): Declares a dimension as a child of another dimension for nested field display.
- [primary_key - Dimensions](https://docs.omni.co/modeling/dimensions/parameters/primary-key.md): Sets the primary key on a view for preventing fan outs in calculations.
- [required_access_grants - Dimensions](https://docs.omni.co/modeling/dimensions/parameters/required-access-grants.md): Defines a list of access grants for the dimension, which are used to control access.
- [sample_values - Dimensions](https://docs.omni.co/modeling/dimensions/parameters/sample-values.md): Provides sample values to the Omni Agent to better understand field content and usage.
- [skip_parent_label - Dimensions](https://docs.omni.co/modeling/dimensions/parameters/skip-parent-label.md): Controls whether child dimension labels are prepended with the parent field label in grouped dimensions.
- [sql - Dimensions](https://docs.omni.co/modeling/dimensions/parameters/sql.md): The core declaration of the field definition using SQL.
- [suggest_from_field - Dimensions](https://docs.omni.co/modeling/dimensions/parameters/suggest-from-field.md): Specifies an alternative field to use for filter suggestions.
- [suggest_from_topic - Dimensions](https://docs.omni.co/modeling/dimensions/parameters/suggest-from-topic.md): Explicitly sets the topic to use for filter suggestions.
- [suggestion_list - Dimensions](https://docs.omni.co/modeling/dimensions/parameters/suggestion-list.md): Explicitly sets the list of filter options, bypassing default behavior.
- [synonyms - Dimensions](https://docs.omni.co/modeling/dimensions/parameters/synonyms.md): Alternative names and terms for a dimension that help the Omni Agent match user queries to the correct field.
- [tags - Dimensions](https://docs.omni.co/modeling/dimensions/parameters/tags.md): Apply tags to dimensions for searchable metadata in workbooks and use tag syntax to curate topic fields and drill field lists.
- [timeframes - Dimensions](https://docs.omni.co/modeling/dimensions/parameters/timeframes.md): Sets the default time segments available for date/time fields in workbooks.
- [view_label - Dimensions](https://docs.omni.co/modeling/dimensions/parameters/view-label.md): Move a dimension under a different view in the field browser for better organization, such as grouping user_facts under users.
- [week_start_day - Dimensions](https://docs.omni.co/modeling/dimensions/parameters/week-start-day.md): Defines the day that weeks start on for a specific dimension.

#### Joins

- [Relationships and joins](https://docs.omni.co/modeling/relationships/index.md): Define relationships between views in your Omni model to enable automatic SQL joins, cross-table exploration, and data analysis.
- [Creating table joins](https://docs.omni.co/modeling/relationships/build.md): Create table joins in Omni workbooks or the model IDE, configure join types and conditions, and promote joins to the shared model.

##### Parameters

- [Relationship file parameters](https://docs.omni.co/modeling/relationships/parameters/index.md): Reference for all relationship YAML parameters in Omni, including join type, cardinality, on_sql conditions, and reversibility.
- [id - Relationships](https://docs.omni.co/modeling/relationships/parameters/id.md): Omni-generated identifier for duplicate joins.
- [join_from_view - Relationships](https://docs.omni.co/modeling/relationships/parameters/join-from-view.md): Defines the source view from which the join originates.
- [join_from_view_as - Relationships](https://docs.omni.co/modeling/relationships/parameters/join-from-view-as.md): Aliases the source view with a new name.
- [join_from_view_as_label - Relationships](https://docs.omni.co/modeling/relationships/parameters/join-from-view-as-label.md): Controls the display name of the source view in the UI when using the join.
- [join_to_view - Relationships](https://docs.omni.co/modeling/relationships/parameters/join-to-view.md): Specifies the view to join to the source view.
- [join_to_view_as - Relationships](https://docs.omni.co/modeling/relationships/parameters/join-to-view-as.md): Aliases the joined view with a new name.
- [join_to_view_as_label - Relationships](https://docs.omni.co/modeling/relationships/parameters/join-to-view-as-label.md): Controls the display name of the joined view in the UI when using the join.
- [join_type - Relationships](https://docs.omni.co/modeling/relationships/parameters/join-type.md): Specifies the type of SQL join to perform.
- [on_sql - Relationships](https://docs.omni.co/modeling/relationships/parameters/on-sql.md): Specifies the SQL condition that determines how to perform the join.
- [relationship_type - Relationships](https://docs.omni.co/modeling/relationships/parameters/relationship-type.md): Defines the cardinality relationship between joined tables.
- [reversible - Relationships](https://docs.omni.co/modeling/relationships/parameters/reversible.md): Controls whether the join can function bi-directionally for topics.
- [where_sql - Relationships](https://docs.omni.co/modeling/relationships/parameters/where-sql.md): Adds a WHERE clause to the generated SQL when a join is established.

#### Filters

- [Filter syntax](https://docs.omni.co/modeling/filters/index.md): Write and structure filter definitions in your Omni model YAML using operators, negation, and compound filter expressions.
- [Filter examples](https://docs.omni.co/modeling/filters/examples.md)

##### Operators

- [Filter operators](https://docs.omni.co/modeling/filters/operators/index.md): Reference for all Omni model filter operators, including conditional, date, number, text, and advanced cross-query operators.

###### Conditional

- [and - Filter operators](https://docs.omni.co/modeling/filters/operators/and.md): Creates a filter where multiple criteria must be met.
- [is - Filter operators](https://docs.omni.co/modeling/filters/operators/is.md): Filters for exact equality.
- [not - Filter operators](https://docs.omni.co/modeling/filters/operators/not.md): Filters for inequality.
- [or - Filter operators](https://docs.omni.co/modeling/filters/operators/or.md): Creates a filter where at least one condition must be met.

###### Advanced

- [cancel_query_filter - Filter operators](https://docs.omni.co/modeling/filters/operators/cancel-query-filter.md): Creates a measure that ignores the value of a filter in the user query in favor of the filter on the measure itself.
- [field_name_in_query - Filter operators](https://docs.omni.co/modeling/filters/operators/field-name-in-query.md): Include only rows whose values appear in the results of another query.
- [field_name_not_in_query - Filter operators](https://docs.omni.co/modeling/filters/operators/field-name-not-in-query.md): Exclude rows whose values appear in the results of another query.

###### Date & time

- [before - Filter operators](https://docs.omni.co/modeling/filters/operators/before.md): Filters time fields for dates before a specified date.
- [between_dates - Filter operators](https://docs.omni.co/modeling/filters/operators/between-dates.md): Filters time fields for dates falling within a specified range.
- [date_offset_from_query - Filter operators](https://docs.omni.co/modeling/filters/operators/date-offset-from-query.md): Specifies a filter dynamically relative to the date filter applied to a workbook query.
- [day_of_month - Filter operators](https://docs.omni.co/modeling/filters/operators/day-of-month.md): Filters time fields by the day of the month.
- [day_of_quarter - Filter operators](https://docs.omni.co/modeling/filters/operators/day-of-quarter.md): Filters time fields by the day of the quarter.
- [day_of_week - Filter operators](https://docs.omni.co/modeling/filters/operators/day-of-week.md): Filters time fields by the day of the week.
- [day_of_year - Filter operators](https://docs.omni.co/modeling/filters/operators/day-of-year.md): Filters time fields by the day of the year.
- [hour_of_day - Filter operators](https://docs.omni.co/modeling/filters/operators/hour-of-day.md): Filters time fields by the hour of the day.
- [month_of_year - Filter operators](https://docs.omni.co/modeling/filters/operators/month-of-year.md): Filters time fields by the month of the year.
- [on_or_after - Filter operators](https://docs.omni.co/modeling/filters/operators/on-or-after.md): Filters time fields for dates on or after a specified date.
- [quarter_of_year - Filter operators](https://docs.omni.co/modeling/filters/operators/quarter-of-year.md): Filters time fields by the quarter of the year.
- [time_for_duration - Filter operators](https://docs.omni.co/modeling/filters/operators/time-for-duration.md): Filters time fields for a specific duration starting from a given point in time.

###### Number

- [between - Filter operators](https://docs.omni.co/modeling/filters/operators/between.md): Filters numeric fields for values within a specified range.
- [greater_than - Filter operators](https://docs.omni.co/modeling/filters/operators/greater-than.md): Filters numeric fields for values greater than a specified number.
- [greater_than_or_equal_to - Filter operators](https://docs.omni.co/modeling/filters/operators/greater-than-or-equal-to.md): Filters numeric fields for values greater than or equal to a specified number.
- [less_than - Filter operators](https://docs.omni.co/modeling/filters/operators/less-than.md): Filters numeric fields for values strictly less than a specified number.
- [less_than_or_equal_to - Filter operators](https://docs.omni.co/modeling/filters/operators/less-than-or-equal-to.md): Filters numeric fields for values less than or equal to a specified number.

###### Text

- [case_insensitive - Filter operators](https://docs.omni.co/modeling/filters/operators/case-insensitive.md): Modifies string filter operators to perform case-insensitive matching.
- [contains - Filter operators](https://docs.omni.co/modeling/filters/operators/contains.md): Filters string fields for values that contain a specified substring.
- [ends_with - Filter operators](https://docs.omni.co/modeling/filters/operators/ends-with.md): Filters string fields for values that end with a specified substring.
- [starts_with - Filter operators](https://docs.omni.co/modeling/filters/operators/starts-with.md): Filters string fields for values that start with a specified substring.
- [sql_like - Filter operators](https://docs.omni.co/modeling/filters/operators/sql-like.md): Filters string fields using SQL LIKE pattern matching with wildcards.

### 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 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.

##### 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.
- [Pushing exposures to dbt](https://docs.omni.co/integrations/dbt/exposures.md): Author new dbt models from Omni queries, edit existing models in the dbt IDE, and push exposures back to your dbt repository.
- [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.
- [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, threads, and files so you can reference team discussions and shared documents 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.