December 19, 2024
- Now in beta: the dbt IDE! With the now-in-beta dbt IDE, you can interact with your entire dbt repo right inside Omni! Navigate your models and edit and run dbt SQL, all without toggling between tools. Check out the demo and let us know if you’re interested in taking it for a spin.
- Color modeling for dimensions. In last week’s demos, we showed off the ability to maintain consistent coloring for dimensions. To do this, use the new colors parameter. And then, in the workbook, add the field to the chart’s Color field. Note that this feature is currently in beta; the parameter syntax may change. We also plan to add a UI-based option for defining colors, which will push down into the model.
- Topic files. Each topic you create will now have its own dedicated file, viewable in the Topics section of the IDE. This change allows you to access and modify topics without needing to scroll through a potentially long model file. Additionally, to support this update, the model file topics parameter has been deprecated. Topics created before this change will continue to function as they always have, meaning you don’t have to migrate to dedicated topic files to keep working. However, you won’t be able to add the topics parameter to any new models. Check out the updated topic documentation for more info.
- Reference raw columns in filters. We’ve added a new filter type that allows you to model injected SQL and create flexible column pickers. Once defined, the filter-only field will then display in the field picker and can be used like any other filter. In this example, we can quickly change the dimension in the analysis… … And get an updated measure value, all without needing to add additional fields first!
- View results and charts, together! The new Both button in the workbook, accessible in drafts and published documents, allows you to view the results of a query and its visualization at the same time.
- Create custom reports in your instance’s Analytics section (and a new out of the box embed usage dashboard). Custom reports are now supported for your instance’s Analytics section. We’ve also opened up the ability to add schedules and alerts to any analytics content. And as an added bonus for our customers leveraging embed capabilities, there’s a new out of the box dashboard specific to embed adoption.
- Add context to tabs and tiles with descriptions. You can now add descriptions to workbook tabs and dash tiles. Click the tab, Rename, and enter a description. The descriptions will show when you hover over a tab in the workbook. And on the associated dashboard tile after you click the tile’s options menu (three dots), then Show description.
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And now, some honorable mentions:
- New option for KPI visualizations allows you to select the 2nd from last value to compare against
- Two new table/Excel-style calculations are available:
- You can now sort data in results tables when subtotals are enabled!
- Sections in IDE files can be collapsed for easier viewing. Hover over the caret next to a section and click to fold/unfold. You can also use keyboard shortcuts to fold or unfold all sections in a file:
- Fold -
Command+K,Command+0 - Unfold -
Command+K,Command+J
- Fold -
December 5, 2024
- New editing workflow! In the very near future, the editing workflow for documents will change. This new workflow utilizes drafts, allowing you to make changes to documents before they’re published and iterate without commitment. Drafts come with the ability to view and revert to individual changes, archiving, and more. Check out the docs or our demo to learn more. If you just can’t wait, reach out to Omni support (email or in your Slack channel) to take the beta for a spin!
- Customizable column totals. You can now customize how totals are displayed for dimensions, measures, and calculated columns! When column totals are enabled, Omni will automatically use the column’s calculation as the default total. However, you can adjust this to suit your specific needs, giving you greater flexibility and control over your data summaries. Totals won’t display by default for dimensions, but you can opt to add one if needed. Check out the docs for more details.
- Interactivity for SQL query results. Previously in SQL queries, sorting and calculations had to be done inside the query itself. With this update and just a few clicks, you can sort data or add calculated fields right in the Results table, just as you would with a non-SQL query.
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Dynamic database connection switching. Switch between database connections on the fly with our latest connection enhancement. Using user attributes, you can specify which connection environment users will query against in Omni.
For example, you could:
- Simplify your development workflow. If you follow a development workflow such as dev-staging-production, connection switching enables you to effortlessly change environments with just a few clicks in Omni’s IDE.
- Support multi-tenant database setups. If you’re an embed customer that whitelabels Omni, connection switching can be used to dynamically point each company or user at their own database.
- Inline validation in the IDE. Trying to find the cause of a mistake in your code can be time-consuming and frustrating. The built-in model validator in the IDE will highlight your mistakes, but it’s not always obvious where in the code the issue is - especially if you have a particularly large model file. This week, we added inline validation to the model IDE. This will make it easier to quickly find and fix issues without needing to scroll through the file or click into the validator.
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And now, some honorable mentions. Over the Thanksgiving break in the US, our team focused on some quality of life projects. We were delighted by these small but meaningful enhancements, and hope you will be too!
- Easily resize panels by dragging the edges
- Drilling into dimension fields may not be brand new, but being able to drill right from a chart is!
- Calculated fields can now have descriptions, which will display as a tooltip in the column header in the Results table.
November 14, 2024
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Teachable + Conversational Blobby AI. Omni’s query AI helper (Blobby) just got smarter! Blobby (like any great analyst) works best when they have some context about a dataset. So now you can teach Blobby just that with a new topic-level
ai_contextparameter and field-level context via descriptions. Theai_contextparameter can give Blobby sample questions and answers, background information about the dataset, instructions for what to do (or not do), and any other information you think Blobby should know when answering questions. Further, Blobby is now able to hold a conversation. Next time you take Blobby for a spin, try asking them questions like “what should I ask about this data? what follow-up questions should I ask next? can you explain how you got this answer?” See the demo here. Tip: admins can also check out the types of questions users are asking by heading over to the Analytics dashboard - this can help guide what additional context Blobby might benefit from to best serve your users’ questions. -
New Editing Workflow (Beta). Coming soon to all Omni customers, a new editing workflow that allows users to make edits to documents as a draft before publishing changes. This will replace the current editing workflow. If you’d like to take the beta for a spin to get an early look at this workflow, reach out to
support@omni.co(or message us in your Slack channel). - SQL Enhancements. Love SQL? So do we! We’ve improved autocomplete functionality in the SQL box to make it even more delightful to write (check out the demo). We’ve also introduced SQL tabs so that users can write the dialect of their database in a new and improved experience. Keep watching this space, our SQL results will soon become interactive too!
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Visualization Updates.
- Out of the box region maps. Omni now offers region-based mappings for countries and US states out of the box, and you can create custom maps by specifying an endpoint that returns region data complying to either the GeoJSON or TileJSON specifications. Read more in our documentation about all the options.
- X/Y - Axis Improvements. Lots of new toggles to make axes exactly right. Now you can hide/show ticks, the axis line, and more. We also polished up the default date time formats on x-axis to make it more intelligent and easier to read.
- Size controls in our advanced Vega Lite spec available. This opens up the opportunity for trellising with some hand tuning of sizing. This is a precursor to trellis / grid visualization controls natively in vis. Check out the demo.
- White-labeling Scheduled Emails. By setting up a “Custom sender email”, you can now send customer facing emails from Omni with your own email domain. (Check out the demo) To enable the functionality for your organization reach out to support@omni.co.
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Single Select Filters in Model. Now string fields in the model can explicitly be set to single-select dropdowns by inserting
filter_single_select_only: truein the field. This allows for cleaner usage of items like filter-only fields for templated filters or parameterization. Check out the demo. - User Specific Timezones. By enabling “Allow User-Specific Timezones” on a connection, users can explicitly set their own timezones from their Account page in Omni. This also includes controls for setting user-specific timezones on the fly in embedded contexts. Watch the demo.
- Change to “Between” Date Filters. We’ve updated the behavior of “between” date filters a bit - the start + end times are now **inclusive **for dates. If you have time included in the filter, the end date is still exclusive. Don’t worry - this won’t change anything for existing content you have saved.
October 29, 2024
- Embed users can use deliveries and alerts. All of the functionality you know and love for internal users with our scheduling and alerting is now possible for embed users. Leverage the document settings and a new “email” SSO URL parameter to build the experience you want.
- New Document Settings. Admin and users can now decide how users can interact with content by assigning the document abilities: schedule, download, drill, or view-only functionality. The choice is yours! This work opens up the ability to make view-only workbooks and dashboards.
- Global Palettes for Downloads and Deliveries. The exciting color palette work continues! Our global palettes now will persist when downloaded or scheduled. We’ve also added even more controls for customizing your themes: border details and element details (like control background color and popover colors). Speaking of color palettes, here is a fun example of what you can create (watch the demo).
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Enhanced Filter Modeling Capabilities. A brand new set of controls to label filter values, and pass said labels through as dynamic text. Now filter text can be explicitly set and these values can pass through to fields for things like period-over-period or other filter-only field use case.
- Suggestion lists. Explicitly define what the filter values should be along with what labels could go with those values by using.
- Filter Value Labels. Then take it step further and using
{{'{{ filters.my_view.my_field.filter_value_label }}'}}you can reference the suggestion_list “label” for a filter selected value
- Better Content Validator. More functionality to understand the current overall state in the content validator - how much is errored and filtering to only errored content (it’s not a secret, but it feels like one, just click the red x to filter to only errors). Watch the demo.
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Default Timeframes. New controls to set default time frames from the default set in Omni (date, week, month, quarter, year). Now can be modeled explicitly. In the model use
default_timeframesto set the ones that matter most for your use case. - Schema Organization in IDE. Clearer distinction between static schemas and dbt schemas in the IDE for easier model management. Check out the demo.
October 3, 2024
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New Embed Functionality.
- Self-service reports for embed (beta). Introducing a new mode for embedding Omni called Application that allows embed users to create and share custom content with others in their group. Now you can open up the full power of Omni for all of your customers. Check out a recent demo.
- Dashboard Linking Inside the iFrame. Building on the Link Access parameter for embedded content, now links between embedded dashboards will be inside the iframe. No more tearing down and rebuilding iframes, just super fast linking to make navigation feel 100% native - read more in our docs.
- Global Chart Palettes. Admin now have the ability to set palettes for the Omni environment including divergent and gradient palettes with a full admin UI. Check out the Demo.
- Reference Cells Across Tabs. Why isn’t calling data from another query as easy as Excel or Sheets? Just reference the field and put data next to each other. Now you can with simple cross-sheet cell references to bring queries next to each other without joins or models or lookups, just ”=’ ”
- Flatten Pivots. Simplify your pivoted data tables by replacing each existing pivot value with a filtered measure. Also makes it easy to add ‘other’ buckets on the fly. Watch the demo (note we refined the name).
- Update Query Views from the Workbook UI. When modeling data in your workbook, users now have the choice to Update a query view for some better workflows for tuning query views while retaining the model underneath.
- New Delivery and Download Formats. Users can now choose to hide the title for downloaded or delivered content and we have two new format types: SFTP and JSON.
September 12, 2024
- Dashboard Themes. Now Admins can edit and apply themes to both internal as well as embedded dashboards. Custom Themes are now also reusable and reference-able without needing to copy and paste JSON.
- Set up facet filters in workbooks. Previously default behavior, faceted filters are now something that can be enabled on dashboards with a new setting, and for workbooks it is enabled in the model by adding “facet_workbook_filters:true”
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Improvements to Downloading in Workbooks. In workbooks there are a few new options for downloading data.
- A new File Type is supported: JSON
- Under the Advanced panel, users can now choose if they want the data to be formatted or unformatted as well as how many rows they want to download.
- One other change to the download behavior, if you have hidden columns, they will no longer show up in the downloaded data.
- Custom Visualizations with iframes. New functionality that allows markdown tiles to serve completely custom visualizations (non-Vega) using data in results + postMessages framework to render custom iframes.
- Dynamic Database Connections. New functionality that allows for dynamically swapping the database connection from a branch. Easily switch between prod or staging schemas (not just dbt) in the UI - great for testing data models across mirrored databases during migration or other more complex deployment use cases.
- Streamlined filter options. Filters options have now been streamline to show only the most common choices above the fold, the rest of the more advanced options are in a “More” menu.
August 14, 2024
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Improvements in workbook ergonomics.
- Reorder Tabs. Drag and drop your workbook tabs to your heart’s content! We’ve also improved the scrolling of the tab bar for workbooks with a large amount of tabs. [Watch the demo with some sneak peaks of other features]
- In-use toggle for the Field Picker. Streamlining the field picker experience, users can now use a toggle under the search bar to see which fields are in-use. [Read more]
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Visualization Improvements.
- Auto-vis Improvements. Enormous improvements to stickiness in visualization settings and auto-vis. Now chart settings will retain even after query changes; toggling visualization types will retain settings; and auto visualization will retain tuned settings. [Watch the demo]
- More table options. Customize tables to meet your needs, we’ve added new styling and functionality options. Change column widths, truncate or wrap text, customize the colors, and more!
- Adding Boxplot. A favorite custom visualization now comes out of the box! Users can find the option directly from the chart selector. Use the visualization controls to choose if it is Quantitative or Nominal (under X) and the sort order (under both X + Y).
- More styling options for KPIs. From the visualization controls in a workbook users can now customize the alignment and text sizes for each component of the KPI to make sure they layout just how you want.
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Dynamic Dashboards.
- Dashboard Vanity Urls. New settings for vanity dashboard URLs, making navigation simple and contextual - now it’s as easy as dashboard/CorporateDash instead of dashboard/1 or dashboard/lkjdfs (unless you want that!). This also means that you can more easily make updates to an embedded dashboard without requiring an engineer to point from one identifier to another, by instead pointing to a fixed, immutable URL.
- Single value dropdown filters. A new filter type is available on dashboards where a user can only select one value for the filter. To create this, go to ‘Edit Filter’ and see the new option called ‘Filter control’. By default Omni uses Advanced filters, but you can now select ‘Single value dropdown’ as a new filter experience.
- More Controls now available on dashboards. When editing dashboards, select the ‘Add control’ option to now create more powerful dashboard experiences by leveraging parent controls as well as period over period controls directly on the dashboard.
- Faceted filters on dashboards. There’s a new dashboard setting to enable or disable faceted filters. When filter faceting is on, one filter’s selection will limit the values suggested in other filters. For example, the ‘State’ filter will limit the results in a ‘City’ filter to show only relevant city names.
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Downloads.
- Unlimited CSV Downloads. The world’s your oyster! Now you can take as much data as you want (with some time out limits) out of the Omni app in a csv format.
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Modeling Magic.
- IDE Auto Error Fixing. To speed up development, many of the errors in the IDE now have a button on the right hand side of the error to automatically fix them. This works in branches as well! (Watch the demo)
- Scheduled Schema Refresh. After establishing a database connection, Admin can use a cron string to schedule a soft refresh of the schema which merges the newly generated schema with the existing one without overwriting it. This will automatically keep your Omni model in sync with changes in your database. (Read more)
- Semi-additive measures/Omni dimensionalize. Working with data that doesn’t aggregate over time (MAUs, credit balances, etc) can be painful. Now we have native operators that can handle all that nuance with minimal effort by creating a field that leverages
omni_dimensionalize. (Read more) - Improvements to the Git Integration. We’re streamlining the integration between Git and Omni by allowing users to commit changes from outside Omni in Git as long as the changes are in valid Omni YAML.
July 2, 2024
- New AI Features (beta). We’re adding a bit more magic to our repertoire of analysis tools this week with a new AI-based query experience. Users can ask natural language questions and Omni AI will return answers scoped within the confines of a Topic (which means it leverages data model definitions, joins, and permissions to reduce hallucination). Blobby also remembers the context of your question so you can keep iterating until it’s just right. If you’d like to give it a spin, contact us in your Slack support channel or at support@omni.co.
- Alerts. Alerts let you trigger a delivery to send based on a condition being met. It works with all our delivery destinations (email, slack, webhook) so now you can get that notification just when you need it.
- Email Bursting and Personalization. Now you can personalize emails based on a user’s user attribute value. Makes it easy to configure 1 dashboard and personalize and scope the results to 100s of recipients. User attributes can be set up for any email address, whether or not they are a user in Omni, making this useful for partners, clients, internal employees, and more.
- Controls. Controls are new UI elements that let users swap out parts of a query, making for a more dynamic (while constrained) exploratory experience. Swap out time grains, dimensions, or measures (or all of the above!). Available on both the workbook and dashboard.
- Content Search and Navigation Refresh. Finding stuff is now easier with content search, and we’ve paired that with a slick new navigation refresh.
- Embeddable Workbooks (and custom Analytics analyses!). First you could embed dashboards… now you can embed workbooks! This makes it easy to give your customers the power of Omni’s ad-hoc querying experience so they can build their own custom analyses. We’re also working on the ability for embed users to save their own custom reports.. stay tuned for more on that. And as a quick recap, we’ve been running fast to build out our Embedded Analytics product - other recent features in this arena were dashboard theming, custom domains, and a git integration. Much more to come! As we eat our own dogfood, we’ve also opened up the Analytics data in an embedded workbook so you, dear reader, can run your own custom analyses in the Analytics section of the app to better understand your company’s Omni usage.
- Other Stuff. But wait, there’s more!
June 12, 2024
- Period Over Period Comparison. Built-in support makes it easy to compare metrics across time periods!
- Embed Event Signaling + Listeners. Check out our new event listening framework for embedded applications designed to monitor activity within the Omni iframe, enabling the orchestration of experiences outside of Omni.
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Filter By Another Query. You can filter one tab by the values that appear in another by first creating the query by which you want to filter (e.g. “Users who bought Calvin Klein in the past 30 days”) and then creating the query you want to filter with your first query. For our SQL folks, this generates WHERE clauses that look like
WHERE IN (SELECT...)where that SELECT is the filtering query. - Branch Mode + Git Integration. Branch mode and the git integration features are generally available for all! Looking to test your changes before promoting them to the shared model? Try out branch mode. Additionally, you can pair branch mode with a git integration (currently only supports GitHub) to add version control to your Omni model changes.
- Single-tile Scheduling. Expands the options for scheduling beyond scheduling an entire dashboard. This is also the foundation for future alerting features, stay tuned!
- New Analytics Dashboard Tiles - Schedules & Permissions. Added more analytics for you to see usage metrics on schedules and user permissions!
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Other great updates!
- Enable in-app logging capabilities to enhance observability for the most critical actions. Reach out to us to get this feature enabled on your Omni environment!
- Move legends to the left, right, or bottom of a chart.
- Access filters can now be set globally which provides even better data control in embedded environments.
- Improvements made to Omni AI for better filtering and error handling.
default_topic_access_filtersanddefault_topic_access_grantsapply access filters or access grants to all topics, even if not explicitly specified.- Support for
IDENTIFIERfunction (in databases dialects that support it, including Snowflake) paired with filter from parameter.
May 14, 2024
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XLOOKUPcalculations function (beta). Execute cross-tab analysis to create time series joins across tabs or use fact lookups in another query tab of the same workbook. Check out thexlookupfunction documentation to learn more. -
Filter updates. We have quite a few updates for different types of filter options!
- Compound filters. Have you been waiting for the day you can require two filter conditions in your queries? That day is here!
- Filters as parameters. Filters can now be used as parameters by passing through a single-value filter reference to create parameterized reporting. This brings in handy use cases like dynamic formatting, forecasting, or passing filters into calculations.
- Filters between dashboards. A field’s
link:parameter can dynamically pass values from fields or user attributes into a linked dashboard, enhancing the workflow experience of navigating directly to a filtered dashboard from a value in a query or a dashboard.
- Dimensional drilling. Users can now drill into a particular value for fields that have defined drill fields to dig deeper while they are querying their data.
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Excel downloads keep formulas. Now when you download your content in
.xlsxformat, the formulas are saved in the download. Making it even easier to keep working in other excel tools! -
Other awesome updates:
- More color customization options as well as zebra-striped tables
- New column header description tooltips giving users more context on the fields in a query.
- Field selector: Allows users to change queries to dynamically swap between fields allowing users to further curate the querying experience in a workbook. Note: this is currently available in workbooks; support from dashboards coming soon!
- In-table bars now have conditional formatting for more visual styling options.
- Workbook URL schema changes now provider finer grain control to reorder workbook tabs via the URL. Those changes are kept in sync with the associated dashboard for seamless operation.
April 19, 2024
- New Table Features and Updates. We’ve separated the results table and table visualization, meaning not all options will exist between the two. The results table is now focused around query manipulation and spreadsheet calcs, and the table visualization leans more into styling (like the new dimension grouping feature!). Implemented frozen columns in tables, allowing users to freeze columns to the left of any non-pivoted value. Users can now be able to leverage subtotals to enable dimension grouping and create collapsible table layouts - note this will be live next week!
- New Omni App Theme: Omni-98. Head over to your account settings and look for the slightly pixelated Omni logo for a blast from the past with the Omni-98 theme for your Omni app! :omni-98:
- Incremental Promotion in Workbooks. Users can now incrementally promote changes they create from their workbooks into their models. This feature allows users to move quickly in an analysis and decide which fields, relationships, views or topics should be contributed to the rest of the organization or left in the workbook layer with just a few clicks.
- Impersonate User Mode. We’ve introduced an Impersonate User mode for admins to step into the shoes of any non-admin user within the app. This gives admin insights into how another user’s particular permissions, user attributes and filters may affect their Omni experience firsthand.
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New Custom Visualizations. Check out the sample code for these custom visualizations in our docs!
- Gauge charts. Gauge charts, also known as dial charts or speedometer charts, for visualizing your goal targets, health metrics, or monitoring performance.
- Word cloud. Are you doing some text analysis? Take advantage of our Word Cloud custom visualization.
- Funnel. Are you looking to display your sales pipelines, marketing campaign analysis, customer journeys? Consider using the Funnel custom visualization.
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Jump from a Dashboard Vis into a New Workbook. The
New analysis from here...option on a dashboard tile’s menu allows users to start a new workbook from an existing dashboard tile - so users can riff on queries and dive in deeper without impacting the saved piece of content. -
Other Improvements.
- A new field **Copy Reference **menu option allows users to quickly copy a field name from the field selector in the workbook making custom field creation or SQL a little bit faster and easier!
- Made improvements to speed up the SQL IDE on gigantic schema models where auto-complete was slowing typing and deletion.
- Button styling control for embedded content - now your embedded dashboard’s buttons can be any desired color - learn more about custom embed options in this doc
- We now have case insensitive filtering (for when the database isn’t as clean as you wished!).
March 28, 2024
- Modeling: Branch Mode. Users can now seamlessly switch between branches and merge changes into a shared model, streamlining collaborative workflows. This functionality mirrors typical developer workflows, enhancing efficiency and organization.
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Embed Updates.
- Custom Theming. Users can now enjoy custom themes, including background gradients and border radius stylings. Custom theme properties such as dashboard background and tile styling are now available, providing greater flexibility in embedded dashboard customization.
- Vanity Domains. Users can implement vanity domains for privately embedded implementations of Omni. Vanity domains solve third-party cookie issues in certain use cases enabling a seamless login experience for users using browsers like Safari. If you’re interested in enabling this feature on your Omni app, reach out at support@omni.co, we would love to set this up for you!
- dbt Schema Switching (beta). dbt Schema Switching empowers users to transition between Omni pointing at either development or production schemas, facilitating coordination of changes across dbt and Omni models and content.
- Download Dashboards. Introducing the ability to download dashboards. Users can conveniently download dashboards as a PDF or a ZIP of CSV files.
- Workbook: Table Updates. Users can now resize values in a column by using the “wrap” option in the calculations menu. Offers users better presentation of fields that contain values that may have multiple lines or have long text. Conditional value formatting allows users to select a single color or a color gradient to highlight value differences with color.
March 13, 2024
- Promote Calculations to the Model. Ever made an excel syntax calculation you wished you could reuse again? Now you can! Calculations can now be promoted to dimensions for reuse first into to the workbook, then optionally into the shared model (depending on the type of calculation some limitations will exist).
- Content Validator (beta). The Content Validator allows users to visualize broken content when the model or downstream database references inevitably change. This can be accessed from the left-hand navigation in the model IDE and allows users to update content in bulk when those downstream dependencies change. Another bonus use case is you can use the validator to find all content that uses a certain field, view, or topic to understand how much something is being used before you update or remove it.
- SCIM User Management. Omni now supports SCIM, or System for Cross-domain Identity Management. This streamlines user identity management. It enables user management to be deferred to the authentication provider, like Rippling or Okta, and absorbed by Omni dynamically. This ensures consistency in user attributes, supports real-time synchronization of identity data, and enhances security and interoperability, facilitating efficient and secure user identity management across multiple systems and platforms.
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Other Improvements.
- **Content Permissions and folders are now generally available: **Check out this quick video on how it works or view our docs to see what’s included.
- **Model History: **The model history feature now displays events from other layers, including shared models, offering a comprehensive overview. Users can compare arbitrary version events across different layers, enhancing flexibility. Navigation options have been added for easier version selection.
- **Percentiles: **Introducing percentiles as a new aggregate type that users can create for measures. This aggregate type is specifically accessible through the IDE with an additional parameter for aggregate measures, as shown in the example below. Learn more
- **Group Names as User Attributes: **Users can now utilize user groups for user attributes in order to limit access to data through implementation of user attributes with Access Filters and Access Grants
- Table Visualization Updates:
- Column widths can be adjusted and there is a new fixed width mode that makes every column the same size (like a spreadsheet)
- Column alignment options for left/right/center
- New toggle to display or hide row numbers
- **Dashboard Filters: **Filters can now be re-ordered on a dashboard by dragging them around in edit mode.
February 20, 2024
- Content Permissions and Organization (beta). Now you can organize and set permissions on all your content! Content can be kept in a personal space or shared with the organization, and access is managed via folders or directly on the piece of content itself. There are 3 content permission roles (Viewer, Editor, Manager), plus a bonus AccessBoost option that allows you to give users access to run all the queries on a dashboard regardless of their connection role (that means you can now share SQL queries with non-SQL users!). There are many ways to flexibly design the content system of your dreams - if you’re interested in testing out the beta, let us know in your support slack channel.
- Filterable Schedules. Send customized dashboards to all your coworkers, partners, and clients with new schedule filters. When setting up a scheduled delivery, you can now customize the filters to ensure each recipient gets the data relevant to them.
- Send to Slack. Schedule Omni content direct to Slack rooms. Whether it’s that KPI dashboard going to the company channel each week, a CSV export of new leads to the Sales room, or a DM to yourself of your favorite dashboard, the possibilities are endless to get the data you need right where your team is working and collaborating everyday.
- Send to Webhook. Webhooks open up a whole world of new possibilities by sending data to any 3rd party system.
- Dashboard Auto-refresh. Putting a dashboard up on the big screen? Or embedding a real-time dashboard for your clients? Now you can have the data automatically update with the latest results on a cadence of your choosing.
- Analytics for Admins. Take a closer look at Omni usage across your organization - which users are most active, most popular dashboards, top fields and tables used, and more! If you’re an admin, you can access this from the Analytics tab in the Admin panel. And let us know what other Omni usage information you’d like to see - we’re always looking to add more data.
January 26, 2024
- New Table Calculation Goodies. We have lots of fun new calculation capabilities this week. Free text entry Arbitrary text can be entered in a calc column which opens up a whole bunch of new possibilities such as tagging and regrouping data, adding annotations to a row, adding new data to a query like rep quotas, creating static variables that can be used in other calcs, and the list goes on! See a demo here. Calc GPT Use the power of ChatGPT to help you write calculations - it has the knowledge of the full web of excel calculations at its disposal! Watch a demo here. Pivots New pivot functions (PIVOT(), PIVOTINDEX(), PIVOTOFFSET()) are now available in the calculation syntax, unlocking new use cases like cohorts and period over period.