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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.

Looking for database views? See Editing database views.
You can edit a query view’s metadata, fields, and underlying definition from either a workbook or the modeling IDE. For an overview of query views, see Working with query views.

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Requirements

To edit views, you’ll need:
  • Querier, Modeler, or Connection Admin permissions
  • Connection Admin or Modeler permissions to promote the changes to the shared model

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Editing metadata

You can update a query view’s label, description, tags, visibility, and AI context from the workbook or the model IDE. Note that some metadata may only be editable from the IDE.
  1. In a workbook query, hover over a view in the field browser.
  2. Click the icon next to the view name.
  3. Select Edit from the context menu.
The Edit view drawer opens with the following editable properties:
  • View label — The display name for the view
  • Description — A description of the view’s purpose or contents
  • Tags — Tags to organize and categorize the view
  • Hidden — Toggle to hide or show the view in the field browser
  • AI context — Additional context to help Omni AI understand and work with the view
Make your changes and click Update to save. The Update button is disabled until you change a field.
  1. Navigate to the model IDE.
  2. In the Schemas section, locate the view you want to work with.
  3. Click the file to open it and then edit the corresponding parameters:
You can also add or edit any of the other supported query view parameters.
  1. Click Save changes in the IDE to apply your changes.

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Editing fields

You can edit field properties — label, description, AI context, visibility, and more — from either the workbook or the model IDE.
Open the Edit view drawer. The drawer lists every field in the view, including hidden ones:
  • Visible fields — Click a field row to open the Edit field panel, or click the icon for additional options.
  • Hidden fields — Appear greyed out. Click the icon next to a hidden field to unhide it, then click it to edit its properties: Hidden field with eye icon in Fields section of view editor
Open the view file and locate the field under dimensions or measures. From there, you can update any of the field’s parameters.For example, hide a field from the workbook field browser by setting hidden: true:
dimensions:
  internal_notes:
    sql: '"INTERNAL_NOTES"'
    hidden: true
Click Save changes when you’re done. See the Dimension and Measure references for all available parameters.

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Editing the query view’s definition

A query view’s underlying definition — the fields, joins, and query it’s built from — can be edited from either the workbook or the model IDE.
  1. In a workbook query, hover over the query view in the field browser.
  2. Click the icon next to the view name.
  3. Click Edit query view. If the query view was built using SQL, a SQL editor will open where you can make changes to the view’s query definition. Otherwise, a visual editor like the one used to build queries will display.
  4. When finished, click Save changes to view.
Open the query view file in the IDE under the Schemas section of the Files panel. You can edit the query or sql parameter directly, along with any other view parameters.See the Query view parameter reference for the full list of supported parameters.

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Promoting changes

If you want your changes to be accessible in new and existing workbooks built on the underlying model, you’ll need to promote them. See Promoting changes to the shared model for more information.

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Next steps