Omni’s analysis tools are centered around workbooks — flexible, multi-tab environments where you can query data, build calculations, and prepare results for visualization. This section covers everything you need to build analyses in Omni.Documentation Index
Fetch the complete documentation index at: https://docs.omni.co/llms.txt
Use this file to discover all available pages before exploring further.
Query data
Omni supports multiple paths for querying your data, from conversational AI to point-and-click to writing SQL directly. Every query is routed through the semantic model, so results respect your organization’s definitions and permissions regardless of how you build them.Add data
Not all data lives in your data warehouse. Omni gives you two ways to bring in additional data:- CSV & Excel uploads - Upload a file as a standalone table to use alongside your database queries, useful for data that hasn’t made it into your warehouse yet or analyzing one-off spreadsheets.
- Input columns BETA - Add editable columns directly to a query result to annotate rows inline, such as adding enrichments, scores, or notes.
Spreadsheets
Spreadsheet tabs bring an Excel-like environment into your workbooks. Connect spreadsheet tabs to your queries and use familiar formulas to format, reshape, and build on top of live data — without exporting or manually refreshing.Calculations and custom fields
Extend your queries with ad hoc logic:- Table calculations — Use Excel-style functions to create post-query metrics like percent of total, running totals, and period-over-period comparisons.
- Custom fields — Create reusable dimensions and measures with custom SQL or modeled objects, including bins and groups and filtered measures.
Debug and optimize
- Workbook inspector — View the structure of your queries, copy them for use in the model, and debug issues by comparing query configuration to generated SQL.
- Performance optimization — Learn how Omni’s caching layers and aggregate awareness reduce warehouse load and speed up your analyses.