Meeting Title: Omni Navigation Training with Nandika Date: 2026-02-27 Meeting participants: Nandika Jhunjhunwala, Demilade Agboola
WEBVTT
1 00:00:57.300 ⇒ 00:00:58.230 Demilade Agboola: Hi, Nautica.
2 00:00:59.730 ⇒ 00:01:00.540 Nandika Jhunjhunwala: Hi!
3 00:01:07.220 ⇒ 00:01:08.130 Nandika Jhunjhunwala: Hello?
4 00:01:08.360 ⇒ 00:01:09.539 Demilade Agboola: Yeah, I’m here. Can you hear me?
5 00:01:09.540 ⇒ 00:01:10.350 Nandika Jhunjhunwala: Can you hear me?
6 00:01:10.580 ⇒ 00:01:11.150 Nandika Jhunjhunwala: Yeah.
7 00:01:11.850 ⇒ 00:01:12.890 Demilade Agboola: Okay, how are you?
8 00:01:12.890 ⇒ 00:01:14.060 Nandika Jhunjhunwala: Good, how are you?
9 00:01:15.680 ⇒ 00:01:17.360 Demilade Agboola: Pretty good.
10 00:01:19.560 ⇒ 00:01:26.540 Demilade Agboola: Alright, so, couple of things. So, when it comes to Omni, what did you know, what don’t you know, what would you like to learn, that sort of stuff.
11 00:01:26.940 ⇒ 00:01:30.529 Nandika Jhunjhunwala: Yeah, how about I share my screen and I ask you some questions, if that’s okay?
12 00:01:30.530 ⇒ 00:01:32.309 Demilade Agboola: Alright, sounds… sounds cool.
13 00:01:32.310 ⇒ 00:01:34.720 Nandika Jhunjhunwala: Okay, so let me just log in.
14 00:01:35.270 ⇒ 00:01:43.960 Nandika Jhunjhunwala: Okay, it’s appdefault.omni.
15 00:01:46.430 ⇒ 00:01:47.320 Nandika Jhunjhunwala: No.
16 00:01:49.540 ⇒ 00:01:51.809 Nandika Jhunjhunwala: Alright, just give me a moment, I’ll log in.
17 00:02:16.250 ⇒ 00:02:18.559 Nandika Jhunjhunwala: Okay, I’m gonna share my screen.
18 00:02:22.820 ⇒ 00:02:24.130 Nandika Jhunjhunwala: Can you see my screen?
19 00:02:25.190 ⇒ 00:02:26.140 Demilade Agboola: Yes, I can.
20 00:02:26.140 ⇒ 00:02:43.239 Nandika Jhunjhunwala: Okay, so… I was playing around with Omni yesterday, and, like, I had some trouble, like, navigating the UI, and would just love some tips from you, mostly. So what I did was I clicked on this new, and I guess I don’t know, like, how Omni functions exactly, so I would, like.
21 00:02:43.240 ⇒ 00:02:51.590 Nandika Jhunjhunwala: I just clicked on SQL, and then I would, like, try to write some queries, and, like, from the raw data, and, like, not the raw export right now.
22 00:02:51.630 ⇒ 00:02:57.489 Nandika Jhunjhunwala: And then I would, like, save some queries, and then I would get something like, oh,
23 00:02:58.220 ⇒ 00:03:08.970 Nandika Jhunjhunwala: what do you call it? Saved to workbook, and stuff like that, so I really didn’t know, and then I… I don’t know what the model thingy is, like, model errors, like, workbook, shared,
24 00:03:09.230 ⇒ 00:03:16.210 Nandika Jhunjhunwala: Are these GitHub branches? Not sure. And then I saved something as a query view, but then I couldn’t find it.
25 00:03:17.240 ⇒ 00:03:27.030 Nandika Jhunjhunwala: So file… So then what I did was I went to my activity, and then… I…
26 00:03:28.180 ⇒ 00:03:30.219 Nandika Jhunjhunwala: Like, found the query.
27 00:03:30.760 ⇒ 00:03:31.900 Nandika Jhunjhunwala: Pingy.
28 00:03:32.070 ⇒ 00:03:44.630 Nandika Jhunjhunwala: So yeah, I guess just, like, general crash course on how to navigate Omni, because I don’t know where to, like, access, like, saved queries, like, what the model workbook terminology is referring to, and all of that.
29 00:03:45.910 ⇒ 00:03:52.790 Demilade Agboola: Okay, alright, so let’s… let’s start high level, and I can kind of just walk you through.
30 00:03:53.300 ⇒ 00:04:01.130 Demilade Agboola: Omni, what’s happening, and how you can navigate certain things. It’s a bit of a tricky one to navigate, to be honest, but I will…
31 00:04:01.450 ⇒ 00:04:04.249 Demilade Agboola: Try and break it down. Alright, can I share my screen?
32 00:04:04.890 ⇒ 00:04:05.810 Nandika Jhunjhunwala: Yeah.
33 00:04:11.390 ⇒ 00:04:12.340 Demilade Agboola: Alright.
34 00:04:14.780 ⇒ 00:04:19.899 Demilade Agboola: So, I mean, Omni, and… so we can just kind of start high level.
35 00:04:20.269 ⇒ 00:04:23.170 Demilade Agboola: So this is the default page you will see.
36 00:04:23.330 ⇒ 00:04:28.280 Demilade Agboola: When you come into Omni, you have the AI Assistant, you have Favorites, so, like, if you…
37 00:04:28.630 ⇒ 00:04:33.619 Demilade Agboola: It saves certain, like, dashboards and stuff. You can favorite it, so it’s easy to access.
38 00:04:34.030 ⇒ 00:04:37.879 Demilade Agboola: My documents, so this is really, like, what you’re working on.
39 00:04:38.120 ⇒ 00:04:38.670 Nandika Jhunjhunwala: Okay.
40 00:04:38.670 ⇒ 00:04:43.770 Demilade Agboola: This is personal, so what you publish here is only seen by you unless you share it to someone in particular, and then…
41 00:04:44.230 ⇒ 00:04:44.860 Demilade Agboola: as well.
42 00:04:45.150 ⇒ 00:04:50.439 Demilade Agboola: Hub is where everybody… so, like, you start with my documents, and you push to Hub.
43 00:04:50.780 ⇒ 00:04:55.289 Demilade Agboola: And eventually, you can go directly to Hub, you don’t always have to start with my documents.
44 00:04:55.400 ⇒ 00:04:58.410 Demilade Agboola: But basically, hub is what everyone can see.
45 00:04:59.300 ⇒ 00:05:03.880 Demilade Agboola: shared with me, makes sense, stuff that was shared with you directly.
46 00:05:04.660 ⇒ 00:05:06.719 Demilade Agboola: Alright, so let’s go back to home.
47 00:05:07.860 ⇒ 00:05:12.940 Demilade Agboola: So… Omni has a concept called Topic, so we start with new.
48 00:05:15.030 ⇒ 00:05:18.890 Demilade Agboola: Omni has a concept called Topics. So what topics basically are.
49 00:05:19.040 ⇒ 00:05:22.910 Demilade Agboola: Are, like, datasets that have been curated and created for certain.
50 00:05:23.500 ⇒ 00:05:24.870 Demilade Agboola: business.
51 00:05:25.080 ⇒ 00:05:26.010 Demilade Agboola: concepts.
52 00:05:26.300 ⇒ 00:05:28.749 Demilade Agboola: And the idea of that is…
53 00:05:28.870 ⇒ 00:05:31.469 Demilade Agboola: It’s basically… just think of it like,
54 00:05:31.790 ⇒ 00:05:35.949 Demilade Agboola: SQL joins that are happening within your data.
55 00:05:36.280 ⇒ 00:05:40.429 Demilade Agboola: Right? So you’re joining different data sets from, like, your warehouse.
56 00:05:40.760 ⇒ 00:05:44.080 Demilade Agboola: And because Omni is directly connected to your warehouse, as well as GitHub.
57 00:05:44.840 ⇒ 00:05:51.070 Demilade Agboola: So it basically sees all the data that is in your warehouse, and you’ve made those joins, and so let’s take one of these…
58 00:05:51.190 ⇒ 00:06:00.079 Nandika Jhunjhunwala: topics, right? List. So, to clarify, like, to confirm, like, basically what you’re creating is, like, a table view by joining different tables, and that’s a topic?
59 00:06:00.310 ⇒ 00:06:01.120 Demilade Agboola: Exactly.
60 00:06:01.120 ⇒ 00:06:02.669 Nandika Jhunjhunwala: Okay, got it.
61 00:06:02.910 ⇒ 00:06:06.840 Demilade Agboola: So, a topic is basically made up of different, tables joined together.
62 00:06:08.190 ⇒ 00:06:12.999 Demilade Agboola: Alright, so, let’s take, like… the integration analysis.
63 00:06:13.300 ⇒ 00:06:17.759 Nandika Jhunjhunwala: All these executive tables right now are, like, on the one-time raw data export, right?
64 00:06:18.440 ⇒ 00:06:29.030 Demilade Agboola: No, no. So everything… all these, I should actually just group them, and I’ll do that. But these are all these ones. Here are the, one-time data exports.
65 00:06:29.370 ⇒ 00:06:30.270 Nandika Jhunjhunwala: Yeah.
66 00:06:30.270 ⇒ 00:06:37.440 Demilade Agboola: on the executive and customer success are based off of the dbt models that are… More frequently run.
67 00:06:38.090 ⇒ 00:06:44.880 Nandika Jhunjhunwala: Okay, sorry, so the go-to-market plus revenue overview is… like, on ETL waste?
68 00:06:45.220 ⇒ 00:06:47.539 Demilade Agboola: Yes, it’s on the ETL-based data.
69 00:06:47.540 ⇒ 00:06:51.919 Nandika Jhunjhunwala: And then Salesforce analysis, product, meeting analysis, their export data.
70 00:06:52.340 ⇒ 00:06:54.240 Demilade Agboola: Yes, there are one-time export data, yes.
71 00:06:54.240 ⇒ 00:06:55.550 Nandika Jhunjhunwala: Okay, got it.
72 00:06:57.130 ⇒ 00:06:59.439 Demilade Agboola: So, a couple of things. Also, you have views.
73 00:07:00.030 ⇒ 00:07:05.740 Demilade Agboola: So what views are… Are basically… so, right off the bat, views are…
74 00:07:06.340 ⇒ 00:07:12.409 Demilade Agboola: what’s it called? They’re basically, like… duplicates of…
75 00:07:12.570 ⇒ 00:07:18.149 Demilade Agboola: They’re basically pointing to the models that exist, or to the data that exists, or tables that exist already in Mother Doc.
76 00:07:18.320 ⇒ 00:07:25.630 Demilade Agboola: So, if you look at this, and you come to Mother Doc, You’ll see that, raw exports mean.
77 00:07:27.600 ⇒ 00:07:29.159 Demilade Agboola: What is… sorry.
78 00:07:29.700 ⇒ 00:07:31.330 Demilade Agboola: Matches what is here.
79 00:07:31.550 ⇒ 00:07:32.750 Demilade Agboola: Exactly. Yep.
80 00:07:33.160 ⇒ 00:07:38.799 Demilade Agboola: March will march… What is here, in dev.
81 00:07:39.250 ⇒ 00:07:40.239 Demilade Agboola: So the idea…
82 00:07:41.300 ⇒ 00:07:44.090 Demilade Agboola: When we get product set up, we will just make a match.
83 00:07:44.880 ⇒ 00:07:45.590 Demilade Agboola: Dev.
84 00:07:46.050 ⇒ 00:07:47.750 Demilade Agboola: Oh, protocol.
85 00:07:48.080 ⇒ 00:07:49.040 Demilade Agboola: Instead.
86 00:07:49.380 ⇒ 00:07:49.940 Nandika Jhunjhunwala: Yep.
87 00:07:50.930 ⇒ 00:07:54.900 Demilade Agboola: Alright, so, basically.
88 00:07:54.900 ⇒ 00:08:03.440 Nandika Jhunjhunwala: So, sorry, some questions here. If I create, like, a personal query view or something, like, how do… where do I access it from?
89 00:08:04.120 ⇒ 00:08:08.270 Nandika Jhunjhunwala: like… I wasn’t sure. Would you know?
90 00:08:09.000 ⇒ 00:08:12.820 Demilade Agboola: So you can access your views, so when you open, it shows you topics.
91 00:08:13.370 ⇒ 00:08:16.840 Demilade Agboola: By default, because it tries to let you… Sorry, I have…
92 00:08:20.350 ⇒ 00:08:21.030 Demilade Agboola: Okay.
93 00:08:21.250 ⇒ 00:08:25.790 Demilade Agboola: So it tries to lead you to topics by default, but you could also, like, actually just use views.
94 00:08:25.790 ⇒ 00:08:34.249 Nandika Jhunjhunwala: Yeah, that’s fair. I just, like, don’t see mine, so I wasn’t sure, where to, like, find it.
95 00:08:34.549 ⇒ 00:08:35.649 Demilade Agboola: Okay, that’s cool.
96 00:08:35.650 ⇒ 00:08:36.610 Nandika Jhunjhunwala: Yeah.
97 00:08:37.539 ⇒ 00:08:40.639 Demilade Agboola: So, for instance, this was a view I think I created, I’m not sure.
98 00:08:40.929 ⇒ 00:08:41.419 Nandika Jhunjhunwala: Yeah.
99 00:08:41.419 ⇒ 00:08:46.259 Demilade Agboola: I did it with an SQL query, so you can do query your database,
100 00:08:46.419 ⇒ 00:08:48.839 Demilade Agboola: You can use that to save as a query view.
101 00:08:49.300 ⇒ 00:08:54.650 Nandika Jhunjhunwala: Yeah, so I, like, can you tell me where to generally access query views? Because I just couldn’t find them.
102 00:08:55.280 ⇒ 00:08:56.180 Nandika Jhunjhunwala: Did you say that?
103 00:08:56.180 ⇒ 00:08:56.790 Demilade Agboola: What do you be?
104 00:08:56.790 ⇒ 00:08:58.020 Nandika Jhunjhunwala: Yo!
105 00:08:58.940 ⇒ 00:09:05.280 Demilade Agboola: That’s interesting, because, like, again, like I said, I know I… this was a query view I created.
106 00:09:06.350 ⇒ 00:09:13.169 Demilade Agboola: And… Let me see, let’s try to…
107 00:09:13.900 ⇒ 00:09:18.650 Demilade Agboola: go about it. Can you send the query you created, or do you have an idea of the query you created? Let’s try creating it.
108 00:09:20.710 ⇒ 00:09:31.959 Nandika Jhunjhunwala: Oh, I don’t have it, let me, let me look it up. The query didn’t even run, because it just kept telling me the fields I’m looking for don’t exist, but they do, so let me send you the query, actually.
109 00:09:32.200 ⇒ 00:09:43.570 Nandika Jhunjhunwala: One second… Mmm… That and, like, how do I access, like, saved workbook, like, I wasn’t sure.
110 00:09:44.900 ⇒ 00:09:48.340 Nandika Jhunjhunwala: Wait, I found some…
111 00:09:49.120 ⇒ 00:09:55.839 Nandika Jhunjhunwala: Sorry, just learning to navigate. Yeah, like, the Omni UI was super confusing to me.
112 00:09:56.990 ⇒ 00:10:03.890 Nandika Jhunjhunwala: Yeah… 30… Yeah, I found it. Okay.
113 00:10:04.010 ⇒ 00:10:07.840 Nandika Jhunjhunwala: It’s, like, a very simple query, too, pasting it in the chat.
114 00:10:20.660 ⇒ 00:10:22.109 Demilade Agboola: Let me try copying it.
115 00:10:25.140 ⇒ 00:10:26.020 Demilade Agboola: Let’s do…
116 00:10:36.130 ⇒ 00:10:39.039 Demilade Agboola: Okay, so I can see the issue here.
117 00:10:39.460 ⇒ 00:10:51.220 Demilade Agboola: Right off the… So… You’re using… like this, and… Strikes with me.
118 00:10:51.630 ⇒ 00:10:52.889 Demilade Agboola: This is this.
119 00:10:55.590 ⇒ 00:10:56.889 Demilade Agboola: That’s, this, that’s…
120 00:10:57.420 ⇒ 00:10:59.480 Nandika Jhunjhunwala: No, I think this query runs, but it’s not…
121 00:10:59.710 ⇒ 00:11:00.310 Demilade Agboola: Question.
122 00:11:00.310 ⇒ 00:11:01.090 Nandika Jhunjhunwala: Yeah.
123 00:11:03.250 ⇒ 00:11:04.819 Demilade Agboola: Okay, so yeah, it builder on.
124 00:11:10.210 ⇒ 00:11:13.770 Demilade Agboola: Oh… Great.
125 00:11:15.720 ⇒ 00:11:21.569 Nandika Jhunjhunwala: So yeah, you see that option? So that’s what I clicked. And I think I saved, like, one or two queries.
126 00:11:21.570 ⇒ 00:11:27.120 Demilade Agboola: So let’s name this… let’s say… Salesforce… Opportunity…
127 00:11:28.330 ⇒ 00:11:29.969 Nandika Jhunjhunwala: Test or something, yeah.
128 00:11:30.360 ⇒ 00:11:31.140 Demilade Agboola: Yeah.
129 00:11:33.030 ⇒ 00:11:33.840 Demilade Agboola: posts.
130 00:11:36.150 ⇒ 00:11:38.060 Demilade Agboola: Test… here.
131 00:11:39.300 ⇒ 00:11:40.710 Demilade Agboola: Let’s create that.
132 00:11:43.370 ⇒ 00:11:44.819 Demilade Agboola: Alright, so we have that.
133 00:11:45.000 ⇒ 00:11:50.040 Demilade Agboola: Created, and let’s see if we can… Using the query…
134 00:11:50.540 ⇒ 00:11:52.460 Demilade Agboola: So now we have it available.
135 00:11:53.790 ⇒ 00:11:56.439 Demilade Agboola: So now we can create charts out of it.
136 00:11:57.810 ⇒ 00:12:01.059 Nandika Jhunjhunwala: Yeah, no, that… that I understand.
137 00:12:01.210 ⇒ 00:12:02.790 Demilade Agboola: But you want it to be accessible?
138 00:12:03.350 ⇒ 00:12:06.239 Nandika Jhunjhunwala: So I just, like, couldn’t see mine.
139 00:12:06.690 ⇒ 00:12:22.280 Nandika Jhunjhunwala: I have, like, this query called Nandika Test, and, like, I couldn’t find it, like, unless I, like, specifically, like, clicked on it or something, like, from my activity. So, yeah, where do you go and find it?
140 00:12:22.700 ⇒ 00:12:23.740 Demilade Agboola: Alright, so…
141 00:12:24.450 ⇒ 00:12:25.750 Nandika Jhunjhunwala: Omni has…
142 00:12:25.810 ⇒ 00:12:27.190 Demilade Agboola: Version control.
143 00:12:27.650 ⇒ 00:12:30.169 Demilade Agboola: I’m guessing that’s what… how, like…
144 00:12:30.380 ⇒ 00:12:33.380 Demilade Agboola: So, what that means is you have your data.
145 00:12:33.480 ⇒ 00:12:40.559 Demilade Agboola: That you do for yourself, but then if you want it to be, like, globally accessible, you have to promote it, or push it to the next.
146 00:12:40.870 ⇒ 00:12:52.900 Nandika Jhunjhunwala: So I’m not, like, I’m not… I don’t need it to be globally accessible yet, like, I’m not sure, like, my queries are correct and, like, usable, but I would just like to, like, go back to that query and work on it.
147 00:12:53.110 ⇒ 00:12:56.150 Nandika Jhunjhunwala: If that makes sense. So, when I, like.
148 00:12:56.430 ⇒ 00:12:59.480 Nandika Jhunjhunwala: Try to access it, I just cannot.
149 00:12:59.650 ⇒ 00:13:00.820 Nandika Jhunjhunwala: Easily.
150 00:13:01.010 ⇒ 00:13:02.840 Demilade Agboola: Access to… So, if you, like…
151 00:13:03.460 ⇒ 00:13:05.599 Nandika Jhunjhunwala: Click out of this, if you go back to home.
152 00:13:06.310 ⇒ 00:13:08.350 Demilade Agboola: Okay, let’s cool.
153 00:13:12.120 ⇒ 00:13:15.630 Nandika Jhunjhunwala: So now, how do you navigate to that query, basically? Like…
154 00:13:17.750 ⇒ 00:13:18.820 Demilade Agboola: Let’s see…
155 00:13:23.960 ⇒ 00:13:25.370 Nandika Jhunjhunwala: You see, it doesn’t show up.
156 00:13:25.730 ⇒ 00:13:28.340 Demilade Agboola: Yeah, but we didn’t necessarily…
157 00:13:28.340 ⇒ 00:13:31.470 Nandika Jhunjhunwala: That’s true, you didn’t make it global, I understand that point, but…
158 00:13:47.750 ⇒ 00:13:56.279 Demilade Agboola: Yeah, I see what you mean. So, you generally would have to save it first, and then make it, like, globally accessible. If not, it’s going to just be a one-time thing.
159 00:13:57.490 ⇒ 00:14:02.190 Nandika Jhunjhunwala: No, so that query view does exist, you just have to, like, find it in a very weird way.
160 00:14:03.070 ⇒ 00:14:10.330 Nandika Jhunjhunwala: So, how do you… yeah, I guess, how do I… how do I make it easy to access if I have a query? Like, that would be.
161 00:14:26.180 ⇒ 00:14:27.430 Demilade Agboola: crazy, though.
162 00:14:31.540 ⇒ 00:14:34.990 Nandika Jhunjhunwala: So if you save it as a query view, like, I would assume it’s, like…
163 00:14:35.590 ⇒ 00:14:43.529 Nandika Jhunjhunwala: easy to access, and I just, like, had the toughest time yesterday, because I did all this work, and then I, like, couldn’t find it for, like, an hour.
164 00:14:45.760 ⇒ 00:14:46.500 Demilade Agboola: Okay.
165 00:14:56.940 ⇒ 00:14:58.679 Nandika Jhunjhunwala: Are you able to find the test?
166 00:15:01.010 ⇒ 00:15:03.100 Demilade Agboola: I’m trying to see if I can…
167 00:15:03.320 ⇒ 00:15:04.420 Nandika Jhunjhunwala: Yeah…
168 00:15:05.330 ⇒ 00:15:06.040 Demilade Agboola: And,
169 00:15:10.520 ⇒ 00:15:12.699 Demilade Agboola: Trying to see if I can find it without having…
170 00:15:18.790 ⇒ 00:15:19.520 Demilade Agboola: That’s true.
171 00:15:24.490 ⇒ 00:15:25.450 Demilade Agboola: Should I try something.
172 00:15:38.920 ⇒ 00:15:43.970 Nandika Jhunjhunwala: Yeah, or if you could teach me how to make it easily accessible from the home screen, or…
173 00:15:44.590 ⇒ 00:15:45.940 Nandika Jhunjhunwala: Yeah, I got what you meant.
174 00:15:46.070 ⇒ 00:15:46.800 Demilade Agboola: I see.
175 00:16:26.080 ⇒ 00:16:28.410 Nandika Jhunjhunwala: Oh, it says it’s under Maine.
176 00:16:28.410 ⇒ 00:16:30.380 Demilade Agboola: Yeah, that’s… that’s what I’m trying to…
177 00:16:30.560 ⇒ 00:16:31.460 Nandika Jhunjhunwala: Yeah…
178 00:16:31.460 ⇒ 00:16:32.490 Demilade Agboola: You know…
179 00:16:42.680 ⇒ 00:16:45.740 Demilade Agboola: It’s not alphabetical, so that doesn’t really help.
180 00:16:47.400 ⇒ 00:16:48.939 Nandika Jhunjhunwala: Easily finding it, is it?
181 00:17:07.700 ⇒ 00:17:08.420 Demilade Agboola: That kills.
182 00:17:20.740 ⇒ 00:17:22.220 Demilade Agboola: My guest is also there.
183 00:17:23.750 ⇒ 00:17:26.130 Demilade Agboola: It’s not being… Expo.
184 00:17:26.240 ⇒ 00:17:28.789 Demilade Agboola: Posed, give me one second, let me…
185 00:17:29.110 ⇒ 00:17:31.879 Nandika Jhunjhunwala: Yeah, like, I don’t know if something’s wrong with the Romney setup.
186 00:17:32.410 ⇒ 00:17:35.520 Demilade Agboola: Oh, it’s not actually. Let me see. Duplicate.
187 00:17:39.090 ⇒ 00:17:41.159 Demilade Agboola: So, they’re sets in, like, in terms of…
188 00:17:45.340 ⇒ 00:17:48.059 Demilade Agboola: In terms of… give me one second, I’m trying to…
189 00:17:48.390 ⇒ 00:17:50.189 Nandika Jhunjhunwala: Yeah, yeah, take your time.
190 00:17:51.730 ⇒ 00:17:56.880 Demilade Agboola: In terms of, like, what you can see… .
191 00:18:00.550 ⇒ 00:18:04.430 Nandika Jhunjhunwala: Yeah, because I don’t… didn’t see it in my documents, or, like, anywhere.
192 00:18:04.590 ⇒ 00:18:12.430 Nandika Jhunjhunwala: So I was very, like, confused about where to find it.
193 00:18:14.760 ⇒ 00:18:21.029 Demilade Agboola: Okay, so let me check Mother Dog, for instance, let’s see… We can see it.
194 00:18:28.160 ⇒ 00:18:30.070 Demilade Agboola: But I think it was called Tests…
195 00:18:30.710 ⇒ 00:18:34.269 Nandika Jhunjhunwala: Salesforce? Salesforce, yes. Underscore Salesforce, yeah.
196 00:18:47.260 ⇒ 00:18:47.960 Demilade Agboola: -Oh.
197 00:19:03.260 ⇒ 00:19:07.789 Demilade Agboola: Okay, alright, so, let’s see. If we were to use it in a query, because I know, like.
198 00:19:09.810 ⇒ 00:19:13.109 Demilade Agboola: So, we have main here, this.
199 00:19:13.780 ⇒ 00:19:14.460 Nandika Jhunjhunwala: Yeah.
200 00:19:14.600 ⇒ 00:19:19.980 Demilade Agboola: And use… schema… Hmm…
201 00:19:25.990 ⇒ 00:19:27.280 Demilade Agboola: All the layers…
202 00:19:32.010 ⇒ 00:19:34.410 Demilade Agboola: Alright, so we have a new view.
203 00:19:34.740 ⇒ 00:19:36.459 Demilade Agboola: Cause I know, like, this is all we’ve done.
204 00:19:36.690 ⇒ 00:19:40.310 Demilade Agboola: So you need to create a branch with the promoter view and then push it.
205 00:19:41.710 ⇒ 00:19:42.510 Nandika Jhunjhunwala: Okay.
206 00:19:43.050 ⇒ 00:19:46.830 Demilade Agboola: So, no… Once you click on this…
207 00:19:48.590 ⇒ 00:19:49.130 Nandika Jhunjhunwala: Individual.
208 00:19:50.060 ⇒ 00:19:53.839 Nandika Jhunjhunwala: Every time I write an SQL query, I have to, like, push it to a branch.
209 00:19:53.840 ⇒ 00:19:54.720 Demilade Agboola: Exactly.
210 00:19:55.330 ⇒ 00:19:58.700 Demilade Agboola: test Salesforce, query.
211 00:20:00.220 ⇒ 00:20:03.009 Demilade Agboola: So create an ad, it will create a branch.
212 00:20:03.810 ⇒ 00:20:06.840 Demilade Agboola: And now, we can create a pull request.
213 00:20:10.660 ⇒ 00:20:14.699 Demilade Agboola: And basically cut me to this. So now it will be available.
214 00:20:16.940 ⇒ 00:20:20.750 Demilade Agboola: So you can see that it has the query here, and then we can create it.
215 00:20:21.860 ⇒ 00:20:27.920 Nandika Jhunjhunwala: I mean, I don’t even know if I have access to… is there a default Mother Duck GitHub, or something?
216 00:20:27.920 ⇒ 00:20:30.859 Demilade Agboola: Yes, there’s a default, so in default HQ.
217 00:20:30.860 ⇒ 00:20:34.129 Nandika Jhunjhunwala: Okay. Can you invite me?
218 00:20:35.120 ⇒ 00:20:39.600 Demilade Agboola: I will try and do that, let me see if I have access to that, because I know it’s a default report.
219 00:20:39.600 ⇒ 00:20:43.180 Nandika Jhunjhunwala: Because I then don’t… do not know how I’m supposed to.
220 00:20:43.180 ⇒ 00:20:46.250 Demilade Agboola: Give me one second, let me get my… Yeah.
221 00:20:46.760 ⇒ 00:20:48.120 Demilade Agboola: To be able to sign in.
222 00:20:51.980 ⇒ 00:20:56.070 Demilade Agboola: It’s crazy how much orthop you need, and, like, you’re just like, oh, you’re not alphabis.
223 00:20:56.070 ⇒ 00:20:57.310 Nandika Jhunjhunwala: Yeah, I know.
224 00:20:59.000 ⇒ 00:21:00.710 Demilade Agboola: It’s like, trust me, it’s me.
225 00:21:02.080 ⇒ 00:21:07.899 Demilade Agboola: Okay, alright, cool, can I catch your…
226 00:21:08.580 ⇒ 00:21:11.789 Nandika Jhunjhunwala: Yeah, it’s my name, and then the last letter of J.
227 00:21:13.590 ⇒ 00:21:14.569 Demilade Agboola: No, okay, sorry.
228 00:21:14.570 ⇒ 00:21:16.530 Nandika Jhunjhunwala: N-A-N-D-I-K-A, oh yeah.
229 00:21:18.450 ⇒ 00:21:20.200 Demilade Agboola: N-A-N-D-I-K-A.
230 00:21:20.200 ⇒ 00:21:20.920 Nandika Jhunjhunwala: J.
231 00:21:21.290 ⇒ 00:21:21.810 Demilade Agboola: J.
232 00:21:24.210 ⇒ 00:21:25.940 Nandika Jhunjhunwala: Yes, that one. The first one.
233 00:21:27.390 ⇒ 00:21:31.580 Demilade Agboola: Let’s see, chose a role… 19…
234 00:21:35.450 ⇒ 00:21:38.110 Nandika Jhunjhunwala: I think you need to add right as well, right? Or…
235 00:21:38.330 ⇒ 00:21:42.600 Demilade Agboola: I think maintain allows you to write. But if you have issues, if you have issues writing, do let me know.
236 00:21:42.600 ⇒ 00:21:43.150 Nandika Jhunjhunwala: Okay.
237 00:21:43.590 ⇒ 00:21:50.530 Nandika Jhunjhunwala: Okay, okay, so that… can you… so, just so I understand…
238 00:21:50.530 ⇒ 00:21:53.460 Demilade Agboola: Let’s just merge it so we can get an idea of, like, how that looks like.
239 00:21:55.000 ⇒ 00:22:05.120 Demilade Agboola: So, we confirmed the merge… And then, let’s go back… to this… Let’s exit.
240 00:22:07.490 ⇒ 00:22:09.760 Demilade Agboola: And let’s go back… Hmm…
241 00:22:27.430 ⇒ 00:22:28.690 Nandika Jhunjhunwala: Oh yeah, right there.
242 00:22:28.690 ⇒ 00:22:31.589 Demilade Agboola: Yeah. So, you have to… you have to merge it.
243 00:22:32.310 ⇒ 00:22:34.099 Demilade Agboola: If not, it would just be a one-time thing.
244 00:22:34.480 ⇒ 00:22:51.890 Nandika Jhunjhunwala: So what I’m trying to, like, ask is, like, what if I’m working on a query that’s in progress, and I don’t… like, it’s not to the point where I can merge it yet? Is there no way to save it in Omni locally that I can come back to? Because it just seems, like, weird to me that I have to, like, push a GitHub
245 00:22:51.890 ⇒ 00:22:58.249 Nandika Jhunjhunwala: like, PR to, like, then access it. Like, I’m not trying to make it globally accessible, but I’m trying to…
246 00:22:58.250 ⇒ 00:23:01.549 Nandika Jhunjhunwala: just, like, write some queries. So, like.
247 00:23:01.620 ⇒ 00:23:06.090 Nandika Jhunjhunwala: In that, like, then following up with that, the next question is, like.
248 00:23:06.450 ⇒ 00:23:15.329 Nandika Jhunjhunwala: how are you setting up Omni on top of Mother Doc, and, like, how are you gonna enable the rest of the company to use Omni to create dashboards? And, like…
249 00:23:15.900 ⇒ 00:23:20.640 Nandika Jhunjhunwala: Because, like, some of the views that I need do not exist in Omni yet.
250 00:23:20.990 ⇒ 00:23:22.200 Demilade Agboola: Yeah,
251 00:23:23.040 ⇒ 00:23:36.040 Demilade Agboola: So, a couple of things. One is we plan to create out as many views on as many topics as possible, so that people… the idea is this, we don’t need everyone, to be going into Omni to create their views, or to create their topics.
252 00:23:36.210 ⇒ 00:23:38.890 Demilade Agboola: We’re gonna create as many topics as possible.
253 00:23:39.570 ⇒ 00:23:55.180 Demilade Agboola: like, the finance will have their finance topics, you know, marketing will have their topics, BDR will have their topics, so, like, everyone can kind of, like, utilize those topics. And then the goal is you would want to be able to
254 00:23:55.800 ⇒ 00:23:57.879 Demilade Agboola: Go into Omni.
255 00:23:58.980 ⇒ 00:24:05.300 Demilade Agboola: Especially for the people who are not necessarily, like, data inclined, and you don’t necessarily want them to, you know, be fiddling around.
256 00:24:05.520 ⇒ 00:24:14.180 Demilade Agboola: When you have a topic, you can then use, like, the AI assistant, and then ask the questions, and it will query the topic based off the questions that you’ve asked it.
257 00:24:14.910 ⇒ 00:24:32.129 Nandika Jhunjhunwala: Got it. But sometimes what happens is with those topics, like, it’s, like, lacking granularity and, like, custom fields that may not exist in those views, and we might want to, like, create for the joins, to create, like, a specialized view for a certain topic.
258 00:24:32.260 ⇒ 00:24:34.139 Demilade Agboola: Yeah. So, in that case, like.
259 00:24:35.080 ⇒ 00:24:36.959 Nandika Jhunjhunwala: what I’m trying to understand, like.
260 00:24:37.280 ⇒ 00:24:40.450 Nandika Jhunjhunwala: Can you click on the new button?
261 00:24:43.390 ⇒ 00:24:46.449 Nandika Jhunjhunwala: So, can you click on SQL? Sorry?
262 00:24:48.830 ⇒ 00:24:53.180 Nandika Jhunjhunwala: like, when I was playing around with this data, like,
263 00:24:53.350 ⇒ 00:25:02.609 Nandika Jhunjhunwala: I was a little, like, a little confused, so… I know you, like, walked me through a little bit of it, but I just have some more questions here,
264 00:25:02.860 ⇒ 00:25:07.000 Nandika Jhunjhunwala: So, does Maine live under raw export?
265 00:25:07.470 ⇒ 00:25:09.770 Nandika Jhunjhunwala: Is main a part of raw export.
266 00:25:10.570 ⇒ 00:25:17.680 Demilade Agboola: Yes, right now, yes. So, the way… so this is, like, a mother-duck thing, not necessarily an Omni thing.
267 00:25:17.680 ⇒ 00:25:18.390 Nandika Jhunjhunwala: Yeah.
268 00:25:18.390 ⇒ 00:25:21.139 Demilade Agboola: So it’s how Mother Doc refers to…
269 00:25:23.490 ⇒ 00:25:27.039 Demilade Agboola: schema, so you have your database, and you have a schema within that database.
270 00:25:27.270 ⇒ 00:25:27.990 Nandika Jhunjhunwala: Huh.
271 00:25:27.990 ⇒ 00:25:32.759 Demilade Agboola: And so main schema, like, applies a main schema to every single database.
272 00:25:33.070 ⇒ 00:25:35.230 Demilade Agboola: And so that’s what is there.
273 00:25:35.370 ⇒ 00:25:40.419 Demilade Agboola: So, like, I’m saying that because, yes, Maine leaves here, but, like, you can also leave.
274 00:25:40.780 ⇒ 00:25:43.219 Nandika Jhunjhunwala: Right, right. No, totally, totally understand that.
275 00:25:43.220 ⇒ 00:25:44.020 Demilade Agboola: Yeah. Okay.
276 00:25:44.020 ⇒ 00:25:51.470 Nandika Jhunjhunwala: And so… Like, main is, like, schemas that you’ve modeled off of the raw export.
277 00:25:54.310 ⇒ 00:25:56.940 Demilade Agboola: Can you clarify that question?
278 00:25:56.940 ⇒ 00:26:06.269 Nandika Jhunjhunwala: Yeah, yeah, yeah. So, like, all the tables within main, they’re from the raw export. Like, like, say.
279 00:26:06.270 ⇒ 00:26:08.679 Demilade Agboola: Right now, no. Actually, they’re combination.
280 00:26:09.590 ⇒ 00:26:12.720 Demilade Agboola: So you have actual raw, tables.
281 00:26:13.210 ⇒ 00:26:16.750 Demilade Agboola: Like, so the raw exports were loaded here into the main.
282 00:26:16.960 ⇒ 00:26:17.620 Nandika Jhunjhunwala: Yep.
283 00:26:17.620 ⇒ 00:26:20.559 Demilade Agboola: And then you also have some transformations that were done as well.
284 00:26:20.560 ⇒ 00:26:24.230 Nandika Jhunjhunwala: Yeah, yeah, that was my question. So those transformations are done on the one-time export.
285 00:26:24.600 ⇒ 00:26:30.649 Demilade Agboola: Yes, they’re all, so, like, enriched team members, enriched teams, yeah, those were, like, transformations on there.
286 00:26:30.650 ⇒ 00:26:35.329 Nandika Jhunjhunwala: And then, for raw data, can you click on raw data? .
287 00:26:35.900 ⇒ 00:26:37.390 Demilade Agboola: Anyone in particular?
288 00:26:37.390 ⇒ 00:26:39.230 Nandika Jhunjhunwala: No, no, no, sorry, the other database.
289 00:26:39.730 ⇒ 00:26:41.020 Demilade Agboola: Sorry, the world, they just…
290 00:26:41.240 ⇒ 00:26:44.799 Nandika Jhunjhunwala: Yeah, so here, if you click on Salesforce.
291 00:26:45.730 ⇒ 00:26:46.520 Demilade Agboola: Okay.
292 00:26:46.520 ⇒ 00:26:54.400 Nandika Jhunjhunwala: These are tables that are coming in from the pipeline? ETL pipeline? Yes. Okay. So…
293 00:26:54.770 ⇒ 00:26:59.009 Nandika Jhunjhunwala: Got it. And then the dev is just under development?
294 00:26:59.890 ⇒ 00:27:05.250 Demilade Agboola: Yeah, so the dev is, modeling off of the tables, the raw tables in here.
295 00:27:05.250 ⇒ 00:27:06.070 Nandika Jhunjhunwala: Okay.
296 00:27:06.070 ⇒ 00:27:09.620 Demilade Agboola: Could we separate them so we can see, okay, these are all the raw tables?
297 00:27:09.950 ⇒ 00:27:13.229 Demilade Agboola: that we’re getting in from Salesforce, or, like, QuickBooks, or wherever.
298 00:27:13.350 ⇒ 00:27:16.700 Demilade Agboola: Got it. This is how we’re modeling it, so we can have that separation, and…
299 00:27:16.700 ⇒ 00:27:17.200 Nandika Jhunjhunwala: Got it.
300 00:27:17.200 ⇒ 00:27:17.590 Demilade Agboola: very easy.
301 00:27:17.590 ⇒ 00:27:17.960 Nandika Jhunjhunwala: Okay.
302 00:27:17.960 ⇒ 00:27:23.580 Demilade Agboola: this is not modeled as accurately as it should, and we’re able to see that in the future. Makes sense. Yeah.
303 00:27:23.580 ⇒ 00:27:32.100 Nandika Jhunjhunwala: Okay, like, that’s great to know. And then, when I’m trying to, like, query the raw data database and, like, some of the schemas under Salesforce.
304 00:27:32.100 ⇒ 00:27:34.749 Demilade Agboola: It says it’s not queryable.
305 00:27:35.540 ⇒ 00:27:37.740 Demilade Agboola: Can you give an example? Let me see.
306 00:27:37.940 ⇒ 00:27:44.199 Nandika Jhunjhunwala: Yeah, or maybe I’m writing it incorrectly, like, maybe select, yeah, from, like, account or something.
307 00:27:44.400 ⇒ 00:27:50.020 Demilade Agboola: our data… Salesforce… Yeah. Account.
308 00:27:52.960 ⇒ 00:27:53.860 Demilade Agboola: Limited.
309 00:27:54.000 ⇒ 00:27:55.620 Demilade Agboola: 2 and 10… 10.
310 00:27:55.620 ⇒ 00:27:56.260 Nandika Jhunjhunwala: Yeah.
311 00:28:05.780 ⇒ 00:28:08.600 Nandika Jhunjhunwala: Okay, cool.
312 00:28:08.600 ⇒ 00:28:11.169 Demilade Agboola: Can you try… so, since we’re on the call now, so it’ll help.
313 00:28:11.170 ⇒ 00:28:11.780 Nandika Jhunjhunwala: Yeah, yeah, yeah.
314 00:28:11.780 ⇒ 00:28:15.310 Demilade Agboola: Can you try it, and if you also have issues now, we can try and figure out why you’re.
315 00:28:15.310 ⇒ 00:28:18.029 Nandika Jhunjhunwala: I can do that, yes. Give me a second.
316 00:28:19.160 ⇒ 00:28:26.199 Nandika Jhunjhunwala: It could also… I would write a query, but it could definitely just be, like, something that,
317 00:28:26.500 ⇒ 00:28:29.670 Nandika Jhunjhunwala: I’m doing wrong, but let me just… give me a moment and I’ll try.
318 00:28:39.210 ⇒ 00:28:40.840 Nandika Jhunjhunwala: So, okay.
319 00:28:52.830 ⇒ 00:28:57.709 Nandika Jhunjhunwala: Okay, that ran, yeah. So, here,
320 00:28:58.540 ⇒ 00:29:07.129 Nandika Jhunjhunwala: What I was also, like, confused about was, like, in the raw data from Salesforce, like, the way you’re doing the ETL, like.
321 00:29:07.760 ⇒ 00:29:11.519 Nandika Jhunjhunwala: Pipeline stuff, like, a lot of the fields,
322 00:29:12.120 ⇒ 00:29:15.650 Nandika Jhunjhunwala: were not accessible. So if you,
323 00:29:16.060 ⇒ 00:29:19.870 Nandika Jhunjhunwala: Let me see if I see it right now, because there’s so many.
324 00:29:24.010 ⇒ 00:29:28.039 Nandika Jhunjhunwala: I’m just gonna select a particular field and tell you if it works.
325 00:29:37.050 ⇒ 00:29:38.860 Nandika Jhunjhunwala: Okay, I’m gonna run that.
326 00:29:43.590 ⇒ 00:29:46.769 Nandika Jhunjhunwala: Okay. Okay, so that works.
327 00:29:46.910 ⇒ 00:29:51.300 Nandika Jhunjhunwala: The one thing that I wanted to point out, I think I did yesterday as well, is, like.
328 00:29:51.610 ⇒ 00:29:57.620 Nandika Jhunjhunwala: We don’t have the task level table from the pipeline.
329 00:29:57.620 ⇒ 00:30:05.029 Demilade Agboola: I think I… to that, I think I actually ingested, let me confirm that it got in properly, but I think I marked it.
330 00:30:05.030 ⇒ 00:30:05.730 Nandika Jhunjhunwala: Oh.
331 00:30:05.850 ⇒ 00:30:08.030 Nandika Jhunjhunwala: Can I see what’s in that? Yeah.
332 00:30:08.620 ⇒ 00:30:11.830 Demilade Agboola: Alright, so, task… Oh, nice.
333 00:30:12.210 ⇒ 00:30:13.810 Demilade Agboola: Clearing current notebook.
334 00:30:13.810 ⇒ 00:30:14.830 Nandika Jhunjhunwala: Activity date.
335 00:30:17.250 ⇒ 00:30:19.750 Demilade Agboola: Alright, so this is what it looks like.
336 00:30:20.040 ⇒ 00:30:22.620 Nandika Jhunjhunwala: Can you scroll to the right?
337 00:30:22.620 ⇒ 00:30:24.210 Demilade Agboola: Yeah, okay, just wanted to confirm it was there.
338 00:30:24.430 ⇒ 00:30:25.989 Demilade Agboola: We have the account ID, we have.
339 00:30:25.990 ⇒ 00:30:26.500 Nandika Jhunjhunwala: Yeah.
340 00:30:26.590 ⇒ 00:30:28.200 Demilade Agboola: It’s called disposition, called.
341 00:30:28.200 ⇒ 00:30:30.050 Nandika Jhunjhunwala: Okay, okay.
342 00:30:30.620 ⇒ 00:30:37.479 Demilade Agboola: Outbound… The time, description… Okay. So this is fine.
343 00:30:37.620 ⇒ 00:30:40.579 Demilade Agboola: This to who he was in what company.
344 00:30:41.910 ⇒ 00:30:45.319 Demilade Agboola: Gong details, which seem to be… I see, it’s gone.
345 00:30:45.320 ⇒ 00:30:45.970 Nandika Jhunjhunwala: Yeah.
346 00:30:46.610 ⇒ 00:30:49.490 Demilade Agboola: Seems to be largely… No.
347 00:30:49.490 ⇒ 00:30:52.499 Nandika Jhunjhunwala: Do you have a field called subtype coming in here?
348 00:30:52.670 ⇒ 00:30:55.719 Nandika Jhunjhunwala: That’s, like, what’s most important.
349 00:30:56.200 ⇒ 00:31:00.800 Nandika Jhunjhunwala: Task subtitle, yes.
350 00:31:00.800 ⇒ 00:31:01.789 Demilade Agboola: Let’s task as well.
351 00:31:01.790 ⇒ 00:31:02.460 Nandika Jhunjhunwala: Hmm.
352 00:31:02.460 ⇒ 00:31:05.109 Demilade Agboola: Let’s see if we can find that, and what that looks like.
353 00:31:05.790 ⇒ 00:31:06.970 Nandika Jhunjhunwala: Yes, I see that.
354 00:31:06.970 ⇒ 00:31:08.310 Demilade Agboola: All task email, blah blah blah.
355 00:31:08.310 ⇒ 00:31:13.169 Nandika Jhunjhunwala: And then, can you see who it was assigned to? Oh, so it’s just giving you people’s IDs?
356 00:31:13.500 ⇒ 00:31:16.389 Demilade Agboola: Yes, my guess would be this would connect back to…
357 00:31:16.390 ⇒ 00:31:17.509 Nandika Jhunjhunwala: the user table?
358 00:31:17.510 ⇒ 00:31:20.450 Demilade Agboola: Yeah, so I guess. I’ll have to confirm that, but…
359 00:31:20.450 ⇒ 00:31:21.090 Nandika Jhunjhunwala: Okay.
360 00:31:21.670 ⇒ 00:31:23.429 Nandika Jhunjhunwala: Okay, yeah, so…
361 00:31:23.430 ⇒ 00:31:25.229 Demilade Agboola: Yeah, the status of the…
362 00:31:25.230 ⇒ 00:31:40.190 Nandika Jhunjhunwala: Yeah, that makes sense. Thank you for sharing that. Yeah, I was just, like, super… So, because, like, all these questions for me are stemming from the fact that within the growth team and leadership, they’re very, very, like…
363 00:31:40.340 ⇒ 00:31:51.719 Nandika Jhunjhunwala: they have a lot of, like, enthusiasm for, like, reporting on, like, growth. Yeah. And because I’m on the growth team, like, they really want to see some dashboards as soon as possible.
364 00:31:52.220 ⇒ 00:32:04.609 Nandika Jhunjhunwala: So I was wondering, like, if there’s a way to expedite, like, all of this, like, data, like, that you’re ingesting. When will I be able to, like, have the topic or view created to, like.
365 00:32:05.230 ⇒ 00:32:06.820 Nandika Jhunjhunwala: Then query it.
366 00:32:10.130 ⇒ 00:32:16.319 Demilade Agboola: That’s it, like, so the idea is, we know that there are a lot of, like, requests, and that’s kind of why we created the Gantt chart, so, like.
367 00:32:16.320 ⇒ 00:32:18.460 Nandika Jhunjhunwala: Yeah, yeah, yeah, totally.
368 00:32:18.460 ⇒ 00:32:21.029 Demilade Agboola: what priorities are working on now.
369 00:32:28.810 ⇒ 00:32:40.699 Demilade Agboola: because the idea is, I don’t, like… I know, like, because there are needs, so I think here’s what you can do. We can put out the, like, what they need, in terms of, like, what metrics they want to see, how they want to see it, like, oh, we need tasks.
370 00:32:40.920 ⇒ 00:32:41.880 Nandika Jhunjhunwala: Yep.
371 00:32:41.880 ⇒ 00:32:47.519 Demilade Agboola: What the… like, we need to… what details we need to see about the individual tasks, like, who was he assigned to, all that stuff.
372 00:32:47.660 ⇒ 00:32:48.220 Nandika Jhunjhunwala: Yep.
373 00:32:48.220 ⇒ 00:32:53.450 Demilade Agboola: and then I can… Walk on that.
374 00:32:53.680 ⇒ 00:32:58.939 Demilade Agboola: Over the course of a week. It wouldn’t be my highest priority, because again, we’re trying to do stuff.
375 00:32:59.050 ⇒ 00:33:00.929 Demilade Agboola: for all the, like, Laura and…
376 00:33:00.930 ⇒ 00:33:02.350 Nandika Jhunjhunwala: Yeah.
377 00:33:02.550 ⇒ 00:33:05.320 Demilade Agboola: But I can definitely try and add it.
378 00:33:05.950 ⇒ 00:33:11.989 Demilade Agboola: that. So even if it’s just like, hey, it would be like a… especially if I know what the metrics are.
379 00:33:11.990 ⇒ 00:33:13.700 Nandika Jhunjhunwala: Yeah. Easy to, like…
380 00:33:13.700 ⇒ 00:33:20.250 Demilade Agboola: maybe not make the full, like, dev thing, but just kind of, like, how we just created, like, an SQL query view.
381 00:33:20.390 ⇒ 00:33:20.950 Nandika Jhunjhunwala: Yep.
382 00:33:21.060 ⇒ 00:33:23.070 Demilade Agboola: We do that based off of that data.
383 00:33:23.400 ⇒ 00:33:25.259 Demilade Agboola: And have that available to you.
384 00:33:26.230 ⇒ 00:33:29.969 Nandika Jhunjhunwala: Okay, so my next question is, like.
385 00:33:30.280 ⇒ 00:33:38.709 Nandika Jhunjhunwala: I’m sure you, like, when you create, like, a Salesforce topic, like, is there a way to, like, correlate topics? Like, what if, like.
386 00:33:39.150 ⇒ 00:33:47.189 Nandika Jhunjhunwala: for this, like, account ID, then I wanted to put… pull in information from Hyperline, and, like, if…
387 00:33:47.330 ⇒ 00:33:54.099 Nandika Jhunjhunwala: there’s a way to, like, pull in data from two topics at once. Is that something Omni allows, or is it just one topic at a time?
388 00:33:56.320 ⇒ 00:34:05.779 Demilade Agboola: So, what we’re trying to do, and that’s the end goal in the dev, is that, or eventually what would be in prod, is that we want to be able to link
389 00:34:06.930 ⇒ 00:34:10.139 Demilade Agboola: Different data sources as best as possible together.
390 00:34:11.340 ⇒ 00:34:18.559 Demilade Agboola: Bernstein, Salesforce, We can start to see, like, the trends appear across different source systems.
391 00:34:18.710 ⇒ 00:34:20.949 Demilade Agboola: So we can see, for instance, in the prod.
392 00:34:21.130 ⇒ 00:34:29.379 Demilade Agboola: database, or, like, when we get access to Postgres, we can see, hey, this team has a decline in their usage of, like, integrations, for instance.
393 00:34:29.389 ⇒ 00:34:29.949 Nandika Jhunjhunwala: Yeah.
394 00:34:29.999 ⇒ 00:34:34.979 Demilade Agboola: And in Salesforce, we can see when their renewal is.
395 00:34:35.699 ⇒ 00:34:48.119 Demilade Agboola: And so, maybe we can start to use that information to say, hey, we need to, like, before the renewal is due, maybe we need to get them to use more integration so we can, you know, it’s easier to sell them on the renewal, for instance.
396 00:34:48.349 ⇒ 00:34:59.259 Demilade Agboola: So the idea is, yes, we want to be able to have that done within dbt, that appears in the dev environment, and when we’re building out the models.
397 00:34:59.369 ⇒ 00:35:01.849 Demilade Agboola: And the topic, sorry, for…
398 00:35:02.059 ⇒ 00:35:07.369 Demilade Agboola: Omni, or in Omni, people can start to see the correlation, so they can start to see, hey.
399 00:35:08.079 ⇒ 00:35:16.559 Demilade Agboola: this is Salesforce data that is enriched by… by the product data, or it’s been enriched by Hyperline data, or whatever.
400 00:35:16.709 ⇒ 00:35:22.549 Demilade Agboola: But yes, the idea is to have that integration across board, so they’re not, like, isolated.
401 00:35:24.020 ⇒ 00:35:39.210 Nandika Jhunjhunwala: Okay. I guess what my question is, like, again, very, like, granular, going back to, like, in Omni, like, not now, but maybe in the future, is it possible to, like, reference two topics at once? Is that a functionality Omni allows?
402 00:35:39.500 ⇒ 00:35:40.479 Nandika Jhunjhunwala: Or no?
403 00:35:40.800 ⇒ 00:35:46.500 Demilade Agboola: So, when you mean reference to topics, like, do you mean in the same dashboard, you’re referencing two topics, or are you trying to say…
404 00:35:47.560 ⇒ 00:35:53.020 Nandika Jhunjhunwala: In the same, like, even, like, like, insight or, like, visualization.
405 00:35:53.620 ⇒ 00:36:01.590 Demilade Agboola: And at the same visualization, like, you can have them in the same dashboard,
406 00:36:02.150 ⇒ 00:36:05.249 Demilade Agboola: But within the same reviews, I haven’t done that. I can try it down and get.
407 00:36:05.250 ⇒ 00:36:06.980 Nandika Jhunjhunwala: Oh, okay. To be honest. Okay.
408 00:36:07.000 ⇒ 00:36:08.569 Demilade Agboola: In the same views, I’m not sure about that.
409 00:36:08.570 ⇒ 00:36:09.640 Nandika Jhunjhunwala: Okay, yeah, please let me know.
410 00:36:10.090 ⇒ 00:36:15.079 Demilade Agboola: Yeah. Potentially, what you could always just do is create a topic that integrates both of them, and then use that.
411 00:36:15.380 ⇒ 00:36:16.140 Nandika Jhunjhunwala: Got it.
412 00:36:16.650 ⇒ 00:36:18.330 Demilade Agboola: So that’s potentially what she’ll try and see.
413 00:36:18.630 ⇒ 00:36:23.830 Nandika Jhunjhunwala: So, like, in the interest of being able to enable myself, like, what…
414 00:36:23.920 ⇒ 00:36:31.050 Nandika Jhunjhunwala: what you’re recommending is that if I wanted to, like, reference, like, Salesforce with, like, QuickBooks and, like.
415 00:36:31.050 ⇒ 00:36:46.920 Nandika Jhunjhunwala: plane and stuff like that, like, how do I end up creating, like, my own topic review? Like, do I use the workbook tab, or do I just create queries here and then create, like, save that as a query, like, table or something? Like, can you, like, help me understand that?
416 00:36:47.530 ⇒ 00:36:54.370 Demilade Agboola: For a flow, I would suggest that, you… Creates the view.
417 00:36:54.650 ⇒ 00:36:59.540 Demilade Agboola: based off the SQL queries that you have here, so you have the data here, say, for instance, you’re like, hey, I want to see.
418 00:36:59.540 ⇒ 00:37:00.300 Nandika Jhunjhunwala: Yeah.
419 00:37:01.030 ⇒ 00:37:02.480 Demilade Agboola: And who did it, and…
420 00:37:02.480 ⇒ 00:37:02.990 Nandika Jhunjhunwala: Yeah.
421 00:37:02.990 ⇒ 00:37:05.030 Demilade Agboola: So you can tick your task.
422 00:37:05.440 ⇒ 00:37:08.369 Demilade Agboola: Joining to, potentially, the account details.
423 00:37:08.490 ⇒ 00:37:15.900 Demilade Agboola: Or, like, user details. And then find out, like, hey, this was done by this, this is the table for this.
424 00:37:15.900 ⇒ 00:37:16.490 Nandika Jhunjhunwala: Yep.
425 00:37:16.710 ⇒ 00:37:18.559 Demilade Agboola: And then save it as a view.
426 00:37:19.670 ⇒ 00:37:25.650 Demilade Agboola: I should be… We can maybe create, they knew, like.
427 00:37:25.850 ⇒ 00:37:28.629 Demilade Agboola: schema, I can create a schema for you called, maybe, ad hoc.
428 00:37:29.150 ⇒ 00:37:36.840 Nandika Jhunjhunwala: Yeah, that would be great, yeah. So, when I save it as a view, does it get saved under raw data main, or, like, where does it get saved?
429 00:37:37.520 ⇒ 00:37:42.149 Demilade Agboola: So, the view will be up to you. So, for instance, if I was going to save this as a query view.
430 00:37:42.420 ⇒ 00:37:46.940 Demilade Agboola: Let’s see… Test… Great view.
431 00:37:48.560 ⇒ 00:37:50.459 Demilade Agboola: Using query.
432 00:37:51.910 ⇒ 00:37:55.450 Demilade Agboola: And now I can put it where I want to put it.
433 00:37:55.660 ⇒ 00:37:57.619 Nandika Jhunjhunwala: Sorry, your screen went blank.
434 00:37:59.210 ⇒ 00:38:03.560 Demilade Agboola: It’s actually not, it’s just… is loading.
435 00:38:04.220 ⇒ 00:38:06.669 Nandika Jhunjhunwala: Oh, got it, got it, sorry.
436 00:38:07.600 ⇒ 00:38:08.300 Demilade Agboola: I do.
437 00:38:09.540 ⇒ 00:38:10.429 Demilade Agboola: How can we bet?
438 00:38:15.390 ⇒ 00:38:16.330 Demilade Agboola: Let’s try again.
439 00:38:19.220 ⇒ 00:38:22.620 Demilade Agboola: So now, you can choose, so it says no schema.
440 00:38:22.820 ⇒ 00:38:25.549 Demilade Agboola: Well, we can put it in, like, dev…
441 00:38:25.730 ⇒ 00:38:29.450 Demilade Agboola: mods, but I will give you the option to add it to, like, dev ad hoc.
442 00:38:30.060 ⇒ 00:38:30.580 Nandika Jhunjhunwala: Okay.
443 00:38:30.580 ⇒ 00:38:32.629 Demilade Agboola: And then you can just put in dev ad hoc.
444 00:38:33.010 ⇒ 00:38:34.630 Demilade Agboola: And that will be it.
445 00:38:34.630 ⇒ 00:38:39.520 Nandika Jhunjhunwala: And this is the main that lives under raw data, or raw export?
446 00:38:40.480 ⇒ 00:38:41.170 Demilade Agboola: Pardon?
447 00:38:41.520 ⇒ 00:38:46.009 Nandika Jhunjhunwala: The… when you click on this schema, if you go back…
448 00:38:46.420 ⇒ 00:38:50.159 Demilade Agboola: Yeah, I’m sorry, I just want to quickly add the option to…
449 00:38:50.350 ⇒ 00:38:51.999 Nandika Jhunjhunwala: Yeah, yeah, okay, yeah, sure.
450 00:38:52.330 ⇒ 00:38:53.010 Demilade Agboola: Okay.
451 00:38:57.040 ⇒ 00:38:59.329 Demilade Agboola: So that, like, when you need it, it’s available.
452 00:39:11.780 ⇒ 00:39:12.480 Demilade Agboola: Alright.
453 00:39:12.890 ⇒ 00:39:17.350 Demilade Agboola: You’re going to ask… You’ll get asked something.
454 00:39:17.780 ⇒ 00:39:21.139 Nandika Jhunjhunwala: Yeah, so the test view, when you click on the schema at the top.
455 00:39:21.520 ⇒ 00:39:27.269 Nandika Jhunjhunwala: On the top. So this main, this is the one that lives under raw export, right?
456 00:39:27.460 ⇒ 00:39:28.120 Demilade Agboola: Yes.
457 00:39:28.120 ⇒ 00:39:30.590 Nandika Jhunjhunwala: Okay, got it.
458 00:39:30.970 ⇒ 00:39:37.420 Nandika Jhunjhunwala: Okay, we can choose right. And then, these fields, like, are we going to choose what fields live in this view now?
459 00:39:38.070 ⇒ 00:39:42.920 Demilade Agboola: Yes, but the reason why it has so many fields is because I just select star from…
460 00:39:43.580 ⇒ 00:39:44.520 Nandika Jhunjhunwala: Got it, got it.
461 00:39:44.520 ⇒ 00:39:46.379 Demilade Agboola: Yeah, so that’s all the…
462 00:39:46.690 ⇒ 00:39:47.710 Nandika Jhunjhunwala: Who’s in that table?
463 00:39:47.750 ⇒ 00:39:48.810 Demilade Agboola: Exactly.
464 00:39:48.810 ⇒ 00:39:49.490 Nandika Jhunjhunwala: Okay.
465 00:39:50.130 ⇒ 00:39:57.050 Nandika Jhunjhunwala: And then… sorry, I’m asking you so many questions, but this is, like, super helpful, so I really, really appreciate it.
466 00:39:57.100 ⇒ 00:39:57.620 Demilade Agboola: No problem.
467 00:39:57.620 ⇒ 00:40:03.769 Nandika Jhunjhunwala: Help me, like… Do my own dashboarding, or, like, create some views and, like, get this moving internally.
468 00:40:05.290 ⇒ 00:40:08.049 Nandika Jhunjhunwala: So, if I’m trying to, like, connect…
469 00:40:08.420 ⇒ 00:40:17.610 Nandika Jhunjhunwala: Salesforce and, like, QuickBooks, is there, like, a primary ID that joined on both, or is that… does that not exist yet?
470 00:40:18.300 ⇒ 00:40:25.149 Demilade Agboola: So, that’s part of what I’m trying to do. I think what we might end up having to do is use domain name, to be honest.
471 00:40:25.640 ⇒ 00:40:31.310 Demilade Agboola: Okay. So, like, if we can see the domain, like, just use the domain name of the, like.
472 00:40:31.600 ⇒ 00:40:38.029 Demilade Agboola: Accounts, and join it back to the domain name, or, like, the user… like, the company name.
473 00:40:38.030 ⇒ 00:40:56.130 Nandika Jhunjhunwala: I get what you’re saying, but I would advise against that, because they’re not all normalized across. Like, some of them might have, like, a dash at the end, some of them might not. Some of them might have, like, HTTPS in the beginning, some of them might not. So it’s not very clean data, or, like, standardized data.
474 00:40:56.130 ⇒ 00:41:01.580 Demilade Agboola: Yeah, so that’s part of why we’re going to be modeling it in, like, dbt, so we can standardize it.
475 00:41:01.580 ⇒ 00:41:01.940 Nandika Jhunjhunwala: Okay.
476 00:41:01.940 ⇒ 00:41:09.239 Demilade Agboola: Thankfully, there are not too many, companies that I think is out of… especially in QuickBooks, that is out of hand.
477 00:41:09.950 ⇒ 00:41:12.869 Demilade Agboola: But yeah, so the idea will be to, like.
478 00:41:13.150 ⇒ 00:41:19.860 Demilade Agboola: Trying to see how we can standardize it. So maybe we’ll knock off You know, but, like…
479 00:41:19.980 ⇒ 00:41:20.950 Demilade Agboola: what’s it called?
480 00:41:22.290 ⇒ 00:41:28.949 Demilade Agboola: Yeah, basically, we’re just trying to ensure that they match themselves, and we’re able to use what the matches are to…
481 00:41:29.210 ⇒ 00:41:38.629 Demilade Agboola: to join them together. But I will let you know how well that works, like, early next week, and if there are any issues with that, I will let you know as well.
482 00:41:38.770 ⇒ 00:41:40.829 Nandika Jhunjhunwala: Okay, so for now, like…
483 00:41:41.250 ⇒ 00:41:48.270 Demilade Agboola: There’s no clear… yeah, because, like, you know, QuickBooks wasn’t necessarily… the data in QuickBooks wasn’t necessarily built to join to Salesforce, so that.
484 00:41:48.270 ⇒ 00:41:50.660 Nandika Jhunjhunwala: Yeah. Makes sense.
485 00:41:51.570 ⇒ 00:41:54.590 Demilade Agboola: a customer ID that we can use across both That’s cool.
486 00:41:55.280 ⇒ 00:42:00.159 Nandika Jhunjhunwala: So there isn’t one that is, like, the universal customer ID right now?
487 00:42:00.160 ⇒ 00:42:01.520 Demilade Agboola: Right now, no.
488 00:42:01.520 ⇒ 00:42:06.729 Nandika Jhunjhunwala: Okay. Okay, that’s interesting. Good to know. And then…
489 00:42:07.410 ⇒ 00:42:15.779 Nandika Jhunjhunwala: when… when… like, I know we talked about the Gantt chart, so when is the modeling all supposed to be completed? Is it in 2 weeks, or…
490 00:42:16.180 ⇒ 00:42:18.279 Demilade Agboola: So the idea is, yes.
491 00:42:18.510 ⇒ 00:42:21.650 Demilade Agboola: Technically, modeling is an iterative process, so.
492 00:42:21.650 ⇒ 00:42:25.420 Nandika Jhunjhunwala: Not always, it wouldn’t be done necessarily, like.
493 00:42:25.420 ⇒ 00:42:32.489 Demilade Agboola: In that sense. But the idea is, yes, we want to be able to give, like, output to the charts that are needed
494 00:42:32.590 ⇒ 00:42:33.790 Demilade Agboola: by next week.
495 00:42:34.190 ⇒ 00:42:34.850 Nandika Jhunjhunwala: Okay.
496 00:42:34.850 ⇒ 00:42:45.339 Demilade Agboola: We’re able to say, we’ve modeled the data, these are the numbers that you wanted to see in the different, like, dashboards, they’re in there now. And so, like, for instance, I was talking to Laura yesterday.
497 00:42:46.070 ⇒ 00:42:53.710 Demilade Agboola: And she was giving me information on… these are the kind of things that will, like, consistently happen. She was saying, like, when I’m modeling, like, the renewal data.
498 00:42:53.890 ⇒ 00:43:01.320 Demilade Agboola: If the client in Salesforce is still open, it has not been marked as closed, and the renewal date is…
499 00:43:01.880 ⇒ 00:43:10.779 Demilade Agboola: hasn’t yet exceeded 6 weeks after the proposed renewal date, then they should still be… they should not count as churn yet, because some people don’t sign immediately
500 00:43:10.950 ⇒ 00:43:12.120 Demilade Agboola: Like, did my signage.
501 00:43:12.120 ⇒ 00:43:12.590 Nandika Jhunjhunwala: Hmm.
502 00:43:12.590 ⇒ 00:43:14.010 Demilade Agboola: After their renewal dates.
503 00:43:14.010 ⇒ 00:43:15.580 Nandika Jhunjhunwala: Right, right.
504 00:43:15.580 ⇒ 00:43:30.030 Demilade Agboola: So it’s those kind of things that, you know, one, we need to know, but two, it’s like, we might not necessarily know right from the jump, and so we might do it, and someone might say, hey, the trend looks really high, why does that seem so? And then they let us know, like, actually, no, you need to change
505 00:43:30.140 ⇒ 00:43:40.769 Demilade Agboola: the renewal dates in your system to accommodate, like, 6 weeks after, that sort of thing. So that’s what I mean by, like, it will never… it will not be, like, a…
506 00:43:40.770 ⇒ 00:43:41.840 Nandika Jhunjhunwala: Totally, yeah.
507 00:43:42.230 ⇒ 00:43:42.780 Demilade Agboola: Go.
508 00:43:42.780 ⇒ 00:44:00.389 Nandika Jhunjhunwala: No, I think that makes a ton of sense, because, like, internally, data has so many stakeholders across, like, really fragmented systems, so I know it’s, like, a really tough job to bring it together. And then, to that end, I know, like, yesterday on our call, we discussed, like, some sort of a schema, or, like, what’s…
509 00:44:00.390 ⇒ 00:44:15.690 Nandika Jhunjhunwala: been, like, modeled and, like, how it’s been modeled, that would be super helpful, so I can share it, like, across, like, product and growth stakeholders, and then… because, like you said, you know, there might be some contexts you may not have, or, like, some gaps we may identify that we need to, like.
510 00:44:15.770 ⇒ 00:44:25.880 Nandika Jhunjhunwala: fill and then ingest more data from, so that would be great to identify, like, proactively and upfront, so whenever you have time to, like, send that over, that would be really.
511 00:44:25.880 ⇒ 00:44:26.220 Demilade Agboola: Okay.
512 00:44:26.220 ⇒ 00:44:27.560 Nandika Jhunjhunwala: get it, if that’s.
513 00:44:27.560 ⇒ 00:44:30.509 Demilade Agboola: Sounds good. I’ll try and do that, like, early next week.
514 00:44:30.510 ⇒ 00:44:30.860 Nandika Jhunjhunwala: Yeah.
515 00:44:30.860 ⇒ 00:44:32.459 Demilade Agboola: I’ll just get that across to you.
516 00:44:32.940 ⇒ 00:44:49.049 Nandika Jhunjhunwala: That would… that would be such a big help. So, like, for me, seeing the data myself gave me, like, a better idea of, like, how things are progressing and what I can do with it so far, so I’m sure, like, everybody would feel the same way. So, thank you so much for your time, Demi. I know, like, I took up so much of your time, and, like.
517 00:44:49.050 ⇒ 00:44:51.289 Demilade Agboola: Oh, no, no, no, no, that’s no problem.
518 00:44:51.840 ⇒ 00:44:52.520 Demilade Agboola: We’re here.
519 00:44:52.840 ⇒ 00:44:55.559 Nandika Jhunjhunwala: I really appreciate your help, this was super helpful, thank you.
520 00:44:55.560 ⇒ 00:45:01.329 Demilade Agboola: Alright, sounds good. If you need this, like, if you need this to be more, like, frequent, because, you know, the idea is to enable the default.
521 00:45:01.330 ⇒ 00:45:01.660 Nandika Jhunjhunwala: Yes.
522 00:45:01.660 ⇒ 00:45:02.160 Demilade Agboola: as well.
523 00:45:02.160 ⇒ 00:45:02.530 Nandika Jhunjhunwala: Yeah.
524 00:45:02.530 ⇒ 00:45:04.930 Demilade Agboola: We can definitely, like, make that happen.
525 00:45:05.200 ⇒ 00:45:12.989 Nandika Jhunjhunwala: Yeah, I would, like, love to continue to hit you up, because I think I’m gonna be the one closest to the data, especially for the growth.
526 00:45:12.990 ⇒ 00:45:13.600 Demilade Agboola: Okay.
527 00:45:14.380 ⇒ 00:45:20.269 Nandika Jhunjhunwala: growth team or, like, like, anybody else internally for quite a long time, besides Laura.
528 00:45:20.270 ⇒ 00:45:20.960 Demilade Agboola: Okay.
529 00:45:21.250 ⇒ 00:45:27.090 Nandika Jhunjhunwala: So, I think it would be great for me to get enabled, so I can enable everybody else as well, yeah. Thank you.
530 00:45:27.090 ⇒ 00:45:28.049 Demilade Agboola: That sounds good, then.
531 00:45:28.420 ⇒ 00:45:31.379 Demilade Agboola: Alright, I think we could fix maybe something bi-weekly?
532 00:45:31.380 ⇒ 00:45:31.740 Nandika Jhunjhunwala: Yeah.
533 00:45:31.740 ⇒ 00:45:32.389 Demilade Agboola: weekly, but…
534 00:45:32.390 ⇒ 00:45:33.120 Nandika Jhunjhunwala: That sounds good.
535 00:45:33.120 ⇒ 00:45:39.590 Demilade Agboola: in between that, if you do need anything on, like, a high priority level, just let me know, and I’ll fix it on the calendar for us.
536 00:45:40.120 ⇒ 00:45:41.710 Nandika Jhunjhunwala: That sounds great. Thank you so much.
537 00:45:42.200 ⇒ 00:45:44.089 Demilade Agboola: No problem, Ben. Have a great weekend.
538 00:45:44.090 ⇒ 00:45:45.080 Nandika Jhunjhunwala: You too. Bye.