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dbt Integration

Omni now closely integrates with dbt! By connecting your dbt git repository to Omni, we can pull in metadata from dbt such as field descriptions and even the code powering dbt models making it easier to trace logic and keep everyone in the business on the same page. We’ve also added a ‘push’ integration - allowing you to author dbt models directly from Omni queries. Learn more in our docs and read about our vision for Omni and dbt.

Transpose tables

Ever wanted to put the columns where the rows go and the rows where the columns go? Now you can with a new ‘swap columns and rows’ toggle on tables. Makes it easy to create transposed tables that go from this:

to this:

Schema parameterization

Using user attributes, you can now have each user dynamically query a different schema. Particularly useful in embed setups where there’s one schema per client and each client needs to see their own.

Easier to find download button

A small but useful improvement! We’ve added a button directly to the workbook toolbar to download results to either CSV or Excel.

SSO Embedding

Single sign-on (SSO) embedding enables delivering data to users outside of your organization by embedding Omni in other applications. User information such as permissions is passed from your application to Omni to construct a special authorized URL that can be used in an iframe. Read more about it in our docs here.

Timezone Conversion

You can now configure how you want Omni to convert timezones. On the connection page, there’s 2 new settings: one to tell us what your database timezone is, and a second to tell us what timezone you want us to convert to when querying data.

Ignoring Views

New model parameter ignored_views so you can, well, ignore the views you don’t want to see. This will remove those views from the file list in the IDE (and make them un-queryable in the workbook). It accepts wildcards as well so you can finally remove those hundreds of arielle_dev_* tables.

Visualization Upgrades

Measures can now be stacked - finally can create that stacked bar + line chart everyone wants to see!

KPI charts got a little smarter too - now you can change the colors for positive and negative values (or set them to whatever color you’d like). Now you can show off how good that reduction in the churn KPI looks.

Map Visualizations

Have geo data? Now you can plot it on a map visualization!

Topic Organization

New topic-level model parameter (group_label) to group topics together in the UI, making it easier for end users to find the exact dataset they are looking for.

Dashboard Settings

More dashboard stylistic controls. You can now remove tile titles or backgrounds and borders for that ‘floating’ tile look.

More Scheduler Options and Formats

Choose between receiving the dashboard inline in the email, attached as a PDF, or maybe just a link-only to see the dashboard live. You can now also choose to hide filters on the dashboard PDF or PNG.

Download to Excel

Now you can choose between CSV or Excel as download options.

Embed Settings

When you're trying to get that perfect embedded look, sometimes you just need a few more controls. Now you can set the theme and light/dark mode for embedded content.

Vis Improvements

New options for the KPI vis - can now show the comparison number as an absolute, percent, or both!

And if you're looking to add a little visual flair to your tables, you can now add in column bars.

We've also made some sizing changes to legends to automatically fit the space much better and prevent legends from being cutoff.

Modeling Improvements

Lots of new model goodies this week!

  • order_by_field - order a field by another field. Great for setting custom sort orders
  • topic level always_where_sql - always apply a filter to any query run on a topic
  • where_sql for relationships - insert a condition into the where clause when that specific join is used
  • query views nest into schema folders in the IDE - instead of query views hanging out solo in the IDE, they'll now be nested into the appropriate schema folder for enhanced file organization

SQL Super Powers

SQL editing gets a new boost - start out writing raw SQL, then convert your query to be ‘auto-modeled’ to save all those new logic bits back to your data model for reuse.

Internal Embeddable Dashboards

Tired of trying to convince your stakeholders to login to Omni to check out the insightful dashboard you built them? Instead, plop that dashboard right into the line of business app they are looking at everyday anyways with Omni’s new embeddable URLs. Easy-peasy to drop a dashboard inside Salesforce, Notion, Confluence.. and even chrome extensions if you want to get really fancy 🦸.

Copy tab to existing workbook

Previously you could take a workbook tab and copy it to a new workbook. Now you can copy a tab to an existing workbook. Moving queries around has never been easier!

New Vis Options

New options to make your visualizations useful and visually delightful 🌟

  • Trend lines
  • Line and area chart styles - points, line thickness, transparency, and more

App Appearance Controls

Add a little personal flair to your Omni experience! You can now control the appearance of the app - switch between light and dark mode, and change the app color theme.

More Schedule Frequencies

No need to futz with cron strings to get that dashboard sent to you on just the right schedule. We added new UI options for configuring daily, weekly, and monthly schedules.

KPI Visualizations

A new WYSIWYG visualization type that combines numbers, charts, change arrows, progress bars, text, and more to build flexible KPI tiles.

Visualization Timeframe Switcher

Swap out the timeframe granularity directly inside the visualization editor. No more need to go back to the query to change out the field.

Dashboard Edit Toolbar

Getting dashboard tiles sized exactly right is easier than ever with a change to dashboard edit mode. Rather than the edit bar being on the side of the screen, it’s now at the top so the size of your tiles always stays consistent regardless of whether you’re in edit or view mode.

Row-level Data Permissions

With user attributes and a new topic-level access_filter parameter, you can now control what rows of data a user can see. This allows you to build the same query or dashboard, but depending on an individual users’ attribute value, they will only see the rows applicable to them. One example of this in use is if you want to restrict a sales rep’s visibility to only their accounts. Also very useful for serving up analytics to your external clients where you want to build a dashboard once, but ensure each client can only see their rows of data.

Microsoft SQL Server Support

New dialect alert! Omni can now connect directly to Microsoft SQL server.

Drag and Drop Visualization Editor

Visualizations just got way easier to create and edit with a new drag and drop interaction inside the vis editor.

Visualization Reference Lines

Adding goals or targets to your charts is now possible with vertical reference lines.

More Mustache Markdown Fun

Mustache can now be used in even more places - query elements can be inserted inside chart text (like axis titles) and dashboard filters can be inserted into dashboard text tiles.

Drilling and Context Menus Move to Left Click

While we love a good right click menu… drilling is just too important an action to be relegated to a secondary click. Drilling and context menus are now accessible with left clicks (don’t worry - it still works if you got used to the right-click!)

Field Aliases

Following on the view aliases parameter, fields can now also have aliases. Makes it easy to preserve content when a field name changes in the database.

Other Improvements

  • Control calculation direction for pivots: choose if the calculation should be computed down the column or across the row
  • Date fill for “on or after filters”: dates can now be filled in when an on or after filter is applied, filling rows up to the current date
  • Unpin axis from zero: new Y-axis visualization setting
  • Add existing join to topic: from the workbook join modal, new option to add the join to the current Topic (without having to go to the IDE)
  • Filters can be referenced in dashboard text tiles: call out filter values on a dashboard using mustache syntax

Viewer User Role

New connection permission called Viewer that limits users to only viewing dashboards built on predefined Topics.

Filter Mapping on Dashboards

Filters can now be mapped to different fields on each tile. Especially useful when mapping a date dashboard filter to different date fields on each tile (though not limited to just dates!).

iframes in Markdown Visualizations

Markdown visualizations now support iframes so all your favorite web pages can be embedded right inside a dashboard! They can optionally be parameterized with query elements so they can dynamically change based on the filters or query results. One of our favorite examples is this brand lookup dashboard that embeds a google map of all store locations based on the applied location filter.

View Aliases

Ever had the name of a table change in your database and then all the beautiful content downstream broke? Never fear - the new View aliases parameter is here! When the name of a database table changes you can apply the aliases parameter to the new view name to ensure old content still works.

Other Improvements

  • **Query elements in chart text: **mustache syntax can be used inside chart text elements (axes labels, legend labels, etc) to display query or filter values
  • **Axis label rotation: **visualization axes labels can be rotated to a different angle
  • **Axis min/max: **quantitative axes can now have a minimum and maximum value specified to override the automatically applied range
  • **New global format types: **gdp and eur formats now available
  • **Format precision: **from the table config, formats can have a decimal precision applied
  • **Relabel columns: **from the table config, columns can be relabeled
  • **Invitation request management page: **new admin page to see all pending user invite requests

Scheduled dashboards

Dashboards can now be scheduled so you can keep up with your most important metrics from anywhere. We also released new admin and management controls to make it easy to manage all your scheduled content from one central spot, and you can even navigate usage by sender or recipient (to help you curate a seamless experience for folks who aren’t in Omni yet!

Dashboard text tiles

Add text, links, images and more to your dashboard with a new markdown-based text tile.

Markdown visualization

A whole new viz type that makes it possible to create beautiful, info-dense tiles with a combo of text, markdown elements, and query variables. Check out some of our favorite examples:

Read all about Markdown visualization in our documentation

Visualization updates

We’ve made a bunch of viz updates to help you easily communicate results - totals on stacked bars, conditional formatting, and a new color palette picker.

Create filtered measures from pivot tables

Often we want to compare components of a group to the group itself - purchases by region, opportunities by stage, traffic by channel, and so on. Filtered measures make this easy, but they can be tricky to build if you need complex case statement logic (or even don't want to look up syntax). Now, you don’t need to do either because we’ve made it trivial to create filtered measures from pivot tables (shown below) and reference totals for **custom calculations.

Other Improvements

  • **Default_drill_fields model parameter: **global control for defining a default drill path for every measure on a view
  • **Custom view_label parameter on fields: **group fields under a different view label in the field picker
  • Context menus on IDE files: right click on a file in the IDE to save, rename, or delete
  • Pie chart improvements: expose data labels and option to hide the legend
  • **Wide visualization legends: **expand the width of legends for easier readability
  • Log scale for visualizations: change the axis scale between linear or log
  • Expand cells on table: can right click on a table cell to expand the text and copy/paste (useful to see the full contents when a cell is super long!)