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Omni offers several ways to query your data, whether you prefer natural language, a visual interface, or writing SQL directly. Each path produces a modeled query that respects your organization’s permissions and semantic model, so results are consistent no matter how you get there.

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Ask questions with the AI Assistant

The AI Assistant is a standalone chat experience available from Omni’s main navigation. Ask questions in plain language and get queries, visualizations, and summaries back — no workbook required. The AI Assistant is a good starting point when you:
  • Want a quick answer without setting up a workbook
  • Need to explore a dataset you’re not familiar with
  • Want to create a dashboard from a conversation

AI Assistant

Ask questions, generate queries, and build visualizations in a conversational interface.

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Build queries in a workbook

Workbooks are Omni’s core analysis environment. Each workbook contains one or more tabs where you can build queries, create visualizations, and save your work. Within a workbook, you have several options for building queries:

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AI query helper

The AI query helper (Blobby) lets you build and refine queries using natural language directly in a workbook. Describe what you’re looking for — like “total revenue by region for the last quarter” — and Blobby generates a modeled query you can then modify, visualize, and save. Blobby can also create filters, summarize results, build calculations, and generate visualizations from your query.

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Point-and-click

The point-and-click interface lets you build queries by selecting fields from the field picker. Choose dimensions and measures, apply filters, set sorts, and pivot results — all without writing any code. This is the most flexible way to build and iterate on queries in Omni.

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SQL

For users who prefer writing queries directly, Omni supports SQL tabs in workbooks. You can write queries in your database’s SQL dialect or use Omni SQL, which adds helper functions and field references on top of standard SQL.

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Work with additional data

Beyond querying your connected databases, Omni workbooks support additional ways to bring in and work with data:
  • CSV & Excel uploads — Upload files or manually enter data to use alongside your database queries. Useful for enriching analyses with data that isn’t in your data warehouse.
  • Spreadsheets — Add spreadsheet tabs to a workbook that connect to your queries and provide an Excel-like environment for formatting, ad hoc analysis, and building on top of live data.

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Automate with AI skills

AI skills let modelers package a set of AI instructions into a reusable button. When a user clicks a workflow button in the AI Assistant, the AI follows predefined steps — querying data, summarizing results, or walking through a multi-step process — without the user needing to write a prompt. Skills are useful for standardizing recurring analyses, guided lookups, and data quality checks across your team.

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Next steps