Skip to main content

June 12, 2024 - Embed Events, Dynamic Columns & Tables, Branch Mode & Git Integration (GA), Single-tile Scheduling and more!

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.

Dynamic Column & Table Pickers

Offering new modeling patterns for dynamic column and table pickers for database dialects that offer a native IDENTIFIER parameter. Featuring default filters to streamline the selection of initial columns or tables. This enhancement significantly improves user efficiency and customization.

sql: |-
SELECT id, created_at
FROM IDENTIFIER(({ filters.dynamic_tables.table_picker.value }})

filters:
table_picker:
type: string
suggest_from_field: table_list.table
default_filter:
is: order_items

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!

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 app!
  • Move legends to the left or right side of a visualization.
  • 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.

May 14, 2024 - XLOOKUP (beta), Filter Updates, Dimensional Drilling, Excel Downloads, and more!

XLOOKUP calculations 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 the xlookup function 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 ⚒️

Drill fields model definitionDrill fields in workbook query value options

Excel downloads keep formulas

Now when you download your content in .xlsx format, the formulas are saved in the download. Making it even easier to keep working in other excel tools! 🎉

Drill fields model definitionDrill fields in workbook query value options

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, Omni-98 Theme, Incremental Promotions, Impersonate User Mode, New Custom Visualizations and more!

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.

New Custom Visualizations

Check out the sample code for these custom visuazliations in our docs!

Gauge charts, also known as dial charts or speedometer charts, for visualizing your goal targets, health metrics, or monitoring performance.

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, Embed Updates, dbt Schema Switching, Download Dashboards, and Workbook Updates

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.

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.

Check out a demo of this feature!

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 Calcs to Model, Content Validator, SCIM User Management, and Other Improvements

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.

Check-out a demo of this feature!

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, Data Delivery Workflows, Dashboard Auto-refresh, and Analytics for Admins

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 and read more about it in our docs.

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. Learn how to set it up here.

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 - Calculations, Cache Controls, and more Administration

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.

Date Math Spreadsheets let you do things that most BI tools don’t, like simple date math functions (e.g. date + 1, date-date), but now Omni does! No more fiddling with datediffs, dateadds, and other dialect specific date functions - just write the calculation how you intuitively would in a spreadsheet.

Schedule CSVs

Ever wanted to send someone the actual data behind a dashboard? Now you can with a new scheduler format that will zip CSVs of every tile on the dashboard.

Cache Policy Control

Query caching is now configurable! You can set and apply cache policies at both the model and topic level. Caches can even be set per piece of content by setting it on a given workbook’s model (rather than in the shared model). Read more about it here.

Field Level Permissions

In addition to topic-level permissions (which lets you limit which Topics a user can query), we now have field-level permissions! This makes it possible to restrict fields to certain users - read more here.

User Groups

Add your users to groups, making it easier to provision roles and access in bulk.

January 8, 2024 - Excel-style calculations, Topic Permissions, Dashboard Goodies, Databricks connector and more!

Excel-style Calculations (beta)

Omni is bringing the familiarity of spreadsheets right to our calculation interface. Table calculations can be used to create ad-hoc metrics that are performed post query processing on the result set using a point and click interface and the same formula language as Excel. Read more about it here!

Topic-Level Permissions

Topic-level permissions now let you provision which Topics a given user can query, making it easier to restrict table and field access (like locking down financial datasets!). Read more on how to set this up here.

Dashboard Enhancements

Drilling on a dashboard now happens directly in-page rather than navigating the user back to a workbook - keeping you directly in the context of what you were doing.

Filters can now optionally be hidden on a dashboard. They value will still be applied in the background to whichever tiles are listening (and can be manipulated via URL), but the control is hidden from the user.

New Conditional Formatting Rules

Conditional formatting gets a big upgrade with a new option for single color rules. Create compound conditional logic to get the formatting just right (pro tip - formatting now works for text and date column types in addition to numeric)

Databricks connector

Attention all Databricks users - you can now connect your Databricks warehouse directly to Omni.

Email Login

If your organization doesn’t use google or SAML, there’s now a new option for email-based login.

December 1, 2023 - dbt Integration, Transposed Tables, and Dynamic Schemas

dbt Integration

Omni now closely integrates with dbt! By connecting your dbt git repository to Omni, we can pull in metadata from dbt such as field descriptions and even the code powering dbt models making it easier to trace logic and keep everyone in the business on the same page. We’ve also added a ‘push’ integration - allowing you to author dbt models directly from Omni queries. Learn more in our docs and read about our vision for Omni and dbt.

Transpose tables

Ever wanted to put the columns where the rows go and the rows where the columns go? Now you can with a new ‘swap columns and rows’ toggle on tables. Makes it easy to create transposed tables that go from this:

to this:

Schema parameterization

Using user attributes, you can now have each user dynamically query a different schema. Particularly useful in embed setups where there’s one schema per client and each client needs to see their own.

Easier to find download button

A small but useful improvement! We’ve added a button directly to the workbook toolbar to download results to either CSV or Excel.

November 3, 2023 - SSO Embedding, Timezones, and more!

SSO Embedding

Single sign-on (SSO) embedding enables delivering data to users outside of your organization by embedding Omni in other applications. User information such as permissions is passed from your application to Omni to construct a special authorized URL that can be used in an iframe. Read more about it in our docs here.

Timezone Conversion

You can now configure how you want Omni to convert timezones. On the connection page, there’s 2 new settings: one to tell us what your database timezone is, and a second to tell us what timezone you want us to convert to when querying data.

Ignoring Views

New model parameter ignored_views so you can, well, ignore the views you don’t want to see. This will remove those views from the file list in the IDE (and make them un-queryable in the workbook). It accepts wildcards as well so you can finally remove those hundreds of arielle_dev_* tables.

Visualization Upgrades

Measures can now be stacked - finally can create that stacked bar + line chart everyone wants to see!

KPI charts got a little smarter too - now you can change the colors for positive and negative values (or set them to whatever color you’d like). Now you can show off how good that reduction in the churn KPI looks.