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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.

In addition to the standard dashboard filter controls, Omni offers two ways to make filtering more interactive:
  • Cross-filtering — viewers click chart elements to filter the rest of the dashboard
  • Faceted filters — one filter narrows the options shown in another, for example a state filter narrowing a city filter to cities in that state
Both are off by default and configured per dashboard in the dashboard’s settings.

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Requirements

Creating and modifying filters requires Editor, Manager, or Owner permissions on the document.

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Cross-filtering

Cross-filtering lets viewers filter a dashboard by clicking elements in a chart. When a viewer clicks a data point, bar, or other element, they get the option to create a filter that applies across all compatible tiles. Cross-filters apply to any tile with a joinable relationship to the filtered field through the semantic model. When a cross-filter is active, tiles that can’t be filtered are dimmed and display a badge explaining why.

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Supported visualization types

Cross-filtering works with:
  • Vega-Lite charts (bar, line, area, scatter, heatmap)
  • Pie and donut charts
  • Maps (choropleth and point)
  • Data tables
  • Sankey

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Enabling cross-filtering

Cross-filtering is off by default. Enable it in the dashboard’s settings.

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Creating a cross-filter

There are several ways to create a cross-filter from a chart:
  • Click-to-filter — click any chart element to filter the dashboard by that value
  • Brush selection — on charts with a continuous axis (time series or numeric), click and drag to select a range. This creates a range filter on all compatible tiles.
  • Multi-select — after creating a cross-filter on a discrete field, Cmd + Click (Mac) or Ctrl + Click (Windows) to add more values

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Removing a cross-filter

When a cross-filter is active, a chip appears below the dashboard filters. Click the on the chip to remove it.

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Highlighting and dimming

Clicking an active cross-filter chip highlights the source tile (where the cross-filter originated) and dims tiles that can’t be filtered by that field. This makes it easier to see which tiles each cross-filter is affecting.

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Limitations

  • Cross-filters don’t apply to null values
  • Custom SQL queries don’t automatically support cross-filtering unless they use dynamic filtering
  • Linked tiles — tiles sourced from a separate workbook tab have their own query and can’t receive cross-filters
  • Raw SQL tiles — SQL-mode tiles can only be cross-filtered if they include a templated filter ({{# fieldName }}) for the relevant field

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Faceted filters

Faceted filters automatically link two filters so that one narrows the values of another. For example, a state filter limits the city filter’s options to only cities in the selected state. Faceted filters also work alongside access filters.

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Enabling faceted filters

Faceted filters are off by default. Enable them in the dashboard’s settings.

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Next steps