Skip to main content

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.

Omni’s workbook UI is focused on asking any question of both modeled and un-modeled data in your databases. Each workbook contains one or more tabs, where data can be queried either using a UI-driven pivot-table experience or by writing SQL. Workbook with a stacked bar chart showing Order Items Count by date, with the field picker open on the left and multiple tabs at the bottom

​
Creating a new workbook

To create a new workbook from the Home page:
1
Click the + New button in the top-left corner of the page.
2
Select the model to use for the workbook. If your organization has more than 10 models, use the search bar to locate the model you want to use.
3
After you select a model, a blank workbook will display.

​
Exploring a workbook

You can also create a new workbook from within an existing workbook. Clicking the Explore button near the top-right corner of the page creates a new copy of the workbook that you can work in without impacting the original version.

​
Saving a new workbook

Workbooks can optionally be named and saved. When a workbook is saved, it will appear alongside other dashboards and workbooks in the content system. To save a workbook:
1
In the workbook, click File > Save.
2
Give the document a Name and an optional Description:By default, Omni will automatically suggest a title and description based on your analysis. These AI-generated suggestions will have a Suggested badge. You can change or remove them as needed.
3
Use the Locations browser to find and select the folder you want to save the document to. The document can be moved after saving if needed.
Document location determines content access! For example, if you save a document in My documents, it will only be accessible to other users if you explicitly share it with them. See Sharing content for more information.
4
Click Save to save the document.

​
Workbook states

A workbook can be in either View or Edit (draft) mode. When viewing, you’re looking at the latest saved version of the workbook. When editing, you’re changing the workbook and changes will auto-save as you work. Changes made in draft mode will also impact the dashboard that attached to the workbook.

​
Workbook versions

To view a history of all changes to the workbook, click File > Version History to open the Version History panel. You can also use this panel to restore a previous version of the workbook. Version History panel showing a list of changes with timestamps, authors, and a Restore button on hover
The Version History panel only contains changes to the workbook itself, not the workbook model or the dashboard. Open the model IDE (Model > Model layers > Workbook) to view workbook model changes.

​
Moving queries between workbooks

Workbook tabs can be duplicated inside workbooks, or copied to an existing workbook, or create an entirely new workbook.

​
Duplicate a tab in the same workbook

From the workbook, enter edit mode, right click on the tab and select ‘Duplicate’.

​
Copy a tab to an existing workbook

Copying workbook tabs requires the Duplicate content permission to be set to On.This permission only applies if your organization has the Duplicate feature enabled by support — if it isn’t enabled, you can copy tabs without restriction.
Copying an existing tab allows you to share a query between workbooks. In the workbook with the query you want to copy:
  1. Enter draft mode.
  2. Right-click on the tab you want to copy.
  3. Select Copy to.
  4. Click the button to copy the query ID.
Then, in the workbook you want to copy the query to:
  1. Enter draft mode.
  2. Click Edit > Import tab. In the Import Tab dialog, you can paste either:
    • The query ID (e.g., abc123def456)
    • The full widget URL (e.g., https://yourinstance.omni.co/workbooks/123?w=abc123def456)
Omni will automatically extract the query ID from the full URL if provided. There are a couple of caveats to copying to an existing workbook:
  1. A tab can only be copied to a workbook with the same connection and shared model
  2. If there are changes to the workbook model in the tab you are copying over, those will be copied into the existing workbook as well. In the event of a conflict (e.g. the same field exists on both workbooks with different definitions), the workbook copied to should win.
  3. If the source workbook contains query views with names that match query views in the destination workbook, the import will be refused with an error message identifying the conflicting view(s). To proceed, rename the conflicting query view in the source workbook before importing the tab. This prevents data corruption where an imported tab would incorrectly read an unrelated view from the destination workbook.

​
Create a new workbook with a new tab

From the dashboard, right click on the tile and click Explore. From the workbook, right click on the tab and click Explore.

​
Linked tabs

From the workbook, enter edit mode, right click on the tab and select Create linked tab. Save the linked tab, and you can now build multiple visualizations from the same query in a workbook. This also means changing one query, you do not need repeat that change for each linked query.
  • Dashboard filters can only be mapped to the source tab.
  • When you delete a source tab, may either delete the linked tabs or unlink them and turn them into independent queries.