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Guides

Improving AI answer quality

Tuning Omni AI for cost and quality

Bulk update model YAML files with the API

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

Rotate Git SSH deploy keys with the 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

Embed dbt platform data health tiles in Omni dashboards and apps

Swap dashboard identifiers

Choosing your deployment

Deploying Omni: Multiple instances across multiple regions

Deploying Omni: Multiple instances (Prod/Stage)

Deploying Omni at scale with shared model extensions

Deploying Omni: Single instance with dynamic connections

Deploying Omni: Single instance deployment with git and dbt

Connect a chat agent to Omni AI for embed experiences

Embed environment architecture

Embedding Omni into internal applications

Embedding Omni in your Notion instance

Embedding Omni in your Salesforce instance

Triage 'Failed to fetch' browser errors

Resolve 'Join fans out data without primary key' errors

Migrating Looker dashboards to Omni

Set up a custom calendar

Improving date flexibility with templated filters

Customizing filter suggestions

Count GA4 events exactly, including today

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

Safely rename a git-connected shared model

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

Building a dynamic pivot query view

Choosing between LOD fields, window functions, CTEs, and Excel

Report opening and closing balances from a ledger

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

Use public images in Omni content and AI branding

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

Combine GeoJSON files with AI to build custom region maps

Customize drill fields

Point-in-time snapshots with parameters

Guides

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