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Guides

Improving AI answer quality

Tuning Omni AI for cost and quality

Set up connection environments with the API

Build a data lineage integration with the Omni API

Port SQL queries into an Omni workbook via API

Run document queries with the Query API

Enforce database RBAC in Omni with connection environments

Filter dashboard charts with calculated fields

Dashboard best practices

Connect a chat agent to Omni AI for embed experiences

Embedding Omni into internal applications

Embedding Omni in your Notion instance

Embedding Omni in your Salesforce instance

Resolve 'Join fans out data without primary key' errors

Improving date flexibility with templated filters

Join to the same table twice

Local development with the model editor CLI

Organize fields with nested groups

Preview dbt changes in Omni before merging to production

Push Omni topics to Databricks as metric views

Deploying Omni at scale with shared model extensions

Apply a filter to a single measure

Using Level of Detail functions for cohorting analysis

Using AI to build a cohort analysis with month offset

Optimizing AI context for fintech and banking

Optimizing AI context for retail and ecommerce

Optimizing AI context for SaaS and sales operations

Optimizing AI context for support operations

Optimizing AI context for Media and AdTech

Building a basic cohort analysis with pivots

Cohort analysis using a thin spine

Thin dimensional spine for multi-fact event analysis

Add links to visualizations

Customize drill fields

Point-in-time snapshots with parameters

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.

Guides

Step-by-step tutorials and best practices for getting the most out of Omni.

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