Meeting Title: Omni Dashboard Creation Walkthrough Date: 2026-04-21 Meeting participants: Greg Stoutenburg, Chloe’s Notetaker (Otter.ai), Chloe


WEBVTT

1 00:00:29.990 00:00:31.220 Chloe: Hello!

2 00:00:33.130 00:00:34.499 Greg Stoutenburg: Hey Chloe, how are you today?

3 00:00:34.940 00:00:36.680 Chloe: Good, how are you?

4 00:00:36.680 00:00:38.870 Greg Stoutenburg: I’m doing alright.

5 00:00:39.240 00:00:44.229 Greg Stoutenburg: I just moved recently, and I’m happy to finally have my desk back. So I was one week.

6 00:00:44.410 00:00:50.389 Greg Stoutenburg: stranded over… This is how I got my standing desk back, see, up and down.

7 00:00:50.430 00:00:51.460 Chloe: Pretty happy, buddy.

8 00:00:52.000 00:00:53.220 Chloe: Love that.

9 00:00:54.190 00:00:57.190 Greg Stoutenburg: Yeah, so, yeah, so…

10 00:00:57.240 00:01:15.969 Greg Stoutenburg: thought I would just, just, you know, share my screen, and we can just kind of talk through whatever you want to talk through for Omni. I’m happy to kind of do, like, a top-down walkthrough, similar to the demo video, and then jump in whenever, or if you already know there are particular questions that you have, then we can just start there.

11 00:01:16.460 00:01:30.870 Chloe: Yeah, I did, so I did, like, watch the video that you sent through, so I think it was, you know, like, a really quick overview, but, was wondering if you can maybe go, like, a level deeper to kind of talk about, like, say, if I want to create, like, a

12 00:01:31.430 00:01:44.220 Chloe: dashboard, or if I want to, like, filter out specific things, things like that, and, you know, like, any tips and tricks that, you can show me, you know, that I would really appreciate.

13 00:01:44.440 00:01:52.480 Greg Stoutenburg: Yeah, sure. So, I mean, there’s a couple of ways to get started building a dashboard. One is to just ask Blobby, you know?

14 00:01:53.730 00:01:58.569 Greg Stoutenburg: No, chart. We’ll start with a chart. Okay. What would you want your chart to do?

15 00:01:59.510 00:02:03.170 Chloe: Let’s see, you know, like…

16 00:02:03.500 00:02:15.480 Chloe: Okay, for example, to pull, some Moreland, cells, and see, like, where the specific channels, those sales are coming from.

17 00:02:17.880 00:02:25.139 Greg Stoutenburg: Okay, we can do something like that. Build me a chart that shows some Orland sales by channel over the past 3 months. And so,

18 00:02:25.420 00:02:27.240 Greg Stoutenburg: what… what…

19 00:02:27.550 00:02:39.350 Greg Stoutenburg: Omni will do here is it will look for the right topic, and topics are just joins of particular tables that exist in your data warehouse. It’ll… it’ll select a topic that’s going to be most relevant to this.

20 00:02:40.090 00:02:42.109 Greg Stoutenburg: Pull data from there, and then organize it.

21 00:02:42.520 00:02:42.880 Chloe: Okay.

22 00:02:42.880 00:03:02.250 Greg Stoutenburg: It should pay attention to things like over the past 3 months as essentially a filter, you know, a time-based filter, and it should pull up, you know, it’ll be sales, it needs to include buy channel of this product. And so, it’s gonna try to just put that together, and then we can kind of take a look.

23 00:03:02.720 00:03:10.189 Greg Stoutenburg: Okay. I think this is a good workflow, because it gives you a nice jumping-off point that’s kind of already started. Now, there is just, like, a blank

24 00:03:10.390 00:03:27.179 Greg Stoutenburg: chart builder view, you know, the old-fashioned way, but it’s nice because it kind of gives you, you know, gives you a little bit of a head start. So, you type that in, you know, you go, you check Slack, you check your email, and you come back and, you know, you’ll have the first one done.

25 00:03:27.430 00:03:28.130 Chloe: Yeah.

26 00:03:29.110 00:03:35.800 Chloe: Yeah, we did kind of play around with the AI assistant a little bit, so it’s really helpful.

27 00:03:36.840 00:03:39.220 Greg Stoutenburg: Cool. Yeah, good.

28 00:03:39.410 00:03:44.160 Greg Stoutenburg: Okay. Sometimes it’ll do things like this, which I wish it just didn’t do that. It’s like it’s in a hurry.

29 00:03:44.320 00:03:44.680 Chloe: Yeah.

30 00:03:44.680 00:03:46.570 Greg Stoutenburg: Oh, I,

31 00:03:46.690 00:03:51.159 Greg Stoutenburg: It’s like, here’s some data, but it’s not accurate, let me keep working. Like, no, just wait.

32 00:03:51.160 00:03:52.380 Chloe: Yeah.

33 00:03:52.380 00:03:55.190 Greg Stoutenburg: People panic when you do that.

34 00:03:56.100 00:03:58.050 Greg Stoutenburg: So yeah, we’ll just give that a second.

35 00:03:58.550 00:03:59.330 Chloe: Okay.

36 00:04:14.870 00:04:24.779 Chloe: So I heard, like, you guys created this to, replace Tableau, so how long has Eden been working, with Omni?

37 00:04:25.530 00:04:27.899 Greg Stoutenburg: A couple of months now, okay.

38 00:04:28.850 00:04:32.600 Greg Stoutenburg: Yeah, I think we started the Tableau migration in…

39 00:04:33.320 00:04:34.939 Greg Stoutenburg: Part of the way through February?

40 00:04:35.400 00:04:36.030 Chloe: Okay.

41 00:04:36.030 00:04:46.220 Greg Stoutenburg: So, and the initial push for that was only 2 weeks, because since everything already existed in Tableau, all we really had to do was hook up the data to Omni.

42 00:04:46.600 00:04:46.920 Chloe: app.

43 00:04:46.920 00:05:03.810 Greg Stoutenburg: make sure that the topic structure was good, because that’s an omni feature, is the… they call it the semantic layer, basically. The layer between you typing something in, and then it getting interpreted somehow, and then using that to create queries and pull from your warehouse.

44 00:05:03.810 00:05:10.589 Greg Stoutenburg: So that’s sort of like the layer of gov… a layer of governance that you get versus just pointing clawed at BigQuery.

45 00:05:10.610 00:05:12.739 Greg Stoutenburg: Or, Snowflake.

46 00:05:13.250 00:05:23.969 Chloe: Okay. And I know you probably have more background on this than I do, but, like, I know, like, you know, currently, like, our data sort of sits on…

47 00:05:24.010 00:05:38.480 Chloe: I think, you know, like, we have, like, MixedPanel, we have NorthBing, so does Omni kind of, like, consolidate the data, like, across the board, and, can pull, like, from different, like, can pull both from MixedPanel and, NorthBing,

48 00:05:38.720 00:05:41.780 Chloe: For, like, the data that we’re seeing here.

49 00:05:41.780 00:05:56.529 Greg Stoutenburg: Yeah, so Mixpanel will continue to live as the, as the product analytics tool that shows you things, like, about user engagement, while Omni is a, what it really is is a visualization layer on your data warehouse.

50 00:05:56.770 00:05:57.470 Chloe: Okay.

51 00:05:57.860 00:05:58.520 Greg Stoutenburg: Yeah.

52 00:05:59.540 00:06:03.020 Greg Stoutenburg: So basically, it makes it accessible.

53 00:06:05.120 00:06:05.740 Chloe: Got it.

54 00:06:05.740 00:06:06.819 Greg Stoutenburg: Yeah.

55 00:06:07.650 00:06:26.979 Greg Stoutenburg: So, okay, cool. So, it found the data, it found the product, so it looked to channel performance details, grabbed the product, grabbed order date, so it’s gonna be grouped by month, which is, you know, makes sense. I didn’t explicitly write that, but that makes sense. And now it’s gonna put this into a chart. So…

56 00:06:27.160 00:06:28.100 Chloe: Perfect.

57 00:06:28.100 00:06:30.619 Greg Stoutenburg: There you go, pretty cool. And it’ll also give you some insights.

58 00:06:30.790 00:06:31.620 Chloe: Yeah.

59 00:06:32.170 00:06:32.840 Greg Stoutenburg: Yeah.

60 00:06:33.730 00:06:36.880 Chloe: Yeah, I love the additional, kind of, like, key takeaways.

61 00:06:36.880 00:06:51.729 Greg Stoutenburg: Yeah, yeah, yeah. Yeah, so, you know, copy and paste it, put it in your presentation. So here, what you can do is… so this will now get us into the chart builder view. So if you click this Compass button… oh, no, sorry, this compass button, it’ll take you to Explore.

62 00:06:54.540 00:07:03.410 Greg Stoutenburg: And this is where you can, you know, you can build and apply changes and things like that. So you still have…

63 00:07:03.560 00:07:10.540 Greg Stoutenburg: what it’s now just calling itself is the workbook agent, so it’s, you know, it’s an agent specific to this thing that you’re working on now.

64 00:07:10.540 00:07:11.200 Chloe: Yeah.

65 00:07:11.200 00:07:26.479 Greg Stoutenburg: You can do things like, you could change the product names, you know, maybe you want to include not just Samarlin, but, you know, something else. You can type that in. You could change, like, the range here. You know, you can break these things out differently.

66 00:07:26.540 00:07:37.870 Greg Stoutenburg: You can change the type of chart it is. So I just clicked the options button here. You can click the… change the type of chart that it is, and things like that. Yeah. Organize your axes.

67 00:07:37.930 00:07:50.110 Greg Stoutenburg: In different ways, change the, you know, color. And, you know, and pull from all sorts of other values that are in the… in this case, yeah, the channel performance details.

68 00:07:50.130 00:07:51.190 Chloe: topic.

69 00:07:52.300 00:07:53.210 Greg Stoutenburg: Yeah.

70 00:07:53.870 00:07:58.020 Chloe: Okay, so it basically has, like, all the different ways to, like, customize.

71 00:07:58.020 00:08:08.040 Greg Stoutenburg: every single thing you could ever, you know, anything that you have in Tableau or any other BI tool to create charts and visualizations, you can do right here, yeah.

72 00:08:08.280 00:08:16.239 Chloe: Perfect. And sorry, how do you, like, then, like, how, like, once you decide, then, like, how do you kind of, like, publish it?

73 00:08:16.240 00:08:18.160 Greg Stoutenburg: Yep, good question.

74 00:08:18.410 00:08:24.540 Greg Stoutenburg: So, you can just click here to go… well, actually, first, you… can you just save? Yeah, you can just save up here.

75 00:08:24.760 00:08:25.090 Chloe: Okay.

76 00:08:25.090 00:08:29.680 Greg Stoutenburg: somewhere. Okay. Something I, I recommend,

77 00:08:29.680 00:08:49.619 Greg Stoutenburg: you know, as we try to make sure we’ve got, like, good governance over the things that everybody sees, rather than, like, adding this to the central hub where everyone sees, you can just, like, make your own dashboard. I know Matt has done this, he’s showed me some of his dashboards, and you can name your dashboard whatever you want, and, you know, and put it in a particular folder.

78 00:08:49.810 00:08:50.310 Chloe: Right.

79 00:08:50.460 00:09:00.219 Greg Stoutenburg: You can even put it directly into your favorites, but what we do want to avoid is, is everyone just putting things into the folders that are here on Hub.

80 00:09:00.370 00:09:00.930 Chloe: Right.

81 00:09:00.930 00:09:07.979 Greg Stoutenburg: these things are… these are folders that directly take from what was in Tableau. So this is what…

82 00:09:08.510 00:09:13.829 Greg Stoutenburg: Team leads, like, have been expecting to see continuous for, you know, a few years.

83 00:09:14.030 00:09:15.900 Chloe: Got it, okay.

84 00:09:15.900 00:09:18.520 Greg Stoutenburg: Backing up, you know, hit, hit dashboard.

85 00:09:18.770 00:09:19.690 Chloe: I, yeah.

86 00:09:19.690 00:09:22.669 Greg Stoutenburg: whatever you want, make your own space, share it with Matt, you know.

87 00:09:22.670 00:09:23.350 Chloe: Right.

88 00:09:23.350 00:09:24.680 Greg Stoutenburg: Whatever you’d like to do there.

89 00:09:24.950 00:09:32.079 Chloe: Perfect. Alright, got it. Sorry, I was thinking something that I didn’t remember at this point.

90 00:09:33.740 00:09:35.619 Chloe: God, what was I thinking?

91 00:09:36.430 00:09:40.529 Chloe: Alright, I kind of have, like, a brain fart moment, I can’t remember what I…

92 00:09:40.530 00:09:42.050 Greg Stoutenburg: Happens, yep.

93 00:09:42.050 00:09:49.620 Chloe: I’m sure he will come back to me later. Sure. But then I was also wondering, because I think last time.

94 00:09:49.750 00:10:01.070 Chloe: when we met with Matt, you guys were, talking about connecting this to Claude. I was wondering if you could kind of, like, walk me through that, too, because I tried to do it on my own, and I…

95 00:10:01.070 00:10:01.910 Greg Stoutenburg: Yeah.

96 00:10:01.910 00:10:05.239 Chloe: get, like, a request or something, so I’m not really sure if I’m doing.

97 00:10:05.240 00:10:05.890 Greg Stoutenburg: Yeah.

98 00:10:06.290 00:10:10.440 Greg Stoutenburg: So… on this side… Nope.

99 00:10:12.790 00:10:21.740 Greg Stoutenburg: I just have to click a couple buttons here to get this right, so, authentication… No.

100 00:10:28.630 00:10:38.229 Greg Stoutenburg: I think you just do this on the Claude side. Yeah, okay, good. So, yeah, the… everything’s set up on the Omni side already, so I think what we should actually do

101 00:10:38.230 00:10:48.959 Greg Stoutenburg: Is if you want to just, because, yeah, you’ve been using Omni, so you have a user. So if you open… if you want to open Claude, I can walk you through what to do on the Claude side.

102 00:10:49.320 00:10:50.720 Chloe: Yeah. Hold on.

103 00:10:52.000 00:10:53.420 Chloe: Yep, okay.

104 00:10:59.090 00:11:02.070 Chloe: I can, like, share my screen, too, if that helps.

105 00:11:02.070 00:11:03.719 Greg Stoutenburg: Yeah, no, that would be good. Please do.

106 00:11:05.830 00:11:06.810 Chloe: Let’s see…

107 00:11:11.330 00:11:14.579 Chloe: Let’s see if this is still… Here we go.

108 00:11:18.180 00:11:19.180 Chloe: Oops.

109 00:11:19.800 00:11:25.960 Chloe: Sorry, I think this is, like, the first time I’m… sharing on God.

110 00:11:27.130 00:11:33.000 Chloe: Here, so it’s giving me, like, settings, notification, all of that. Let me try that again.

111 00:11:34.220 00:11:37.359 Greg Stoutenburg: You might even just pull it up on your screen and just hit share of the screen.

112 00:11:37.540 00:11:39.829 Chloe: Yeah, okay, shoot work now?

113 00:11:40.580 00:11:42.090 Chloe: Oh, are you seeing my screen?

114 00:11:42.090 00:11:45.349 Greg Stoutenburg: Yeah, okay, so go to,

115 00:11:46.000 00:11:50.209 Greg Stoutenburg: Let’s see, I think… yeah, I only see your Claude and you, so…

116 00:11:50.340 00:11:56.170 Greg Stoutenburg: I won’t be able to see everything, but I know kind of where to look. So, if you just go to your top corner for your,

117 00:11:56.380 00:12:00.710 Greg Stoutenburg: For your Claude, here, I’ll just do it myself so I can walk through on my side.

118 00:12:01.560 00:12:07.810 Greg Stoutenburg: If you go to your Claude menu, I can go to… Click Settings.

119 00:12:09.370 00:12:11.259 Chloe: Yeah, okay, sorry, give me a second.

120 00:12:22.930 00:12:25.770 Chloe: Wait, I’m sorry, where’s settings?

121 00:12:25.770 00:12:26.759 Greg Stoutenburg: Like, on the top bar.

122 00:12:26.760 00:12:28.819 Chloe: Okay, okay.

123 00:12:29.010 00:12:31.690 Greg Stoutenburg: It should be, like, the second thing on the drop-down.

124 00:12:32.000 00:12:33.609 Greg Stoutenburg: Click Settings there.

125 00:12:39.690 00:12:40.490 Chloe: Let’s see…

126 00:12:47.030 00:12:48.140 Chloe: Oh, okay.

127 00:12:48.330 00:12:51.270 Chloe: Found Okay.

128 00:12:57.340 00:12:59.890 Greg Stoutenburg: Okay, and then click Connectors.

129 00:13:02.510 00:13:03.880 Greg Stoutenburg: I’ll show you what mine looks like.

130 00:13:04.250 00:13:04.850 Chloe: Okay.

131 00:13:04.850 00:13:05.770 Greg Stoutenburg: You got this far?

132 00:13:06.130 00:13:06.720 Chloe: Yeah.

133 00:13:07.000 00:13:13.940 Greg Stoutenburg: Yeah, so in my case, I’ve already got it, but if you just do connectors and do browse connectors, you can just type in Omni.

134 00:13:14.370 00:13:14.870 Chloe: Yeah.

135 00:13:14.870 00:13:16.439 Greg Stoutenburg: And it’s that one right there.

136 00:13:17.530 00:13:18.900 Greg Stoutenburg: So go ahead and click that.

137 00:13:20.080 00:13:21.759 Chloe: Okay, hold on.

138 00:13:23.210 00:13:25.060 Chloe: There’s no reason… oops.

139 00:13:30.550 00:13:31.550 Chloe: Tears.

140 00:13:39.770 00:13:41.510 Chloe: Yep, so,

141 00:13:43.100 00:13:59.810 Chloe: I did go to Omni, and then, like, yeah, it just, like, goes into, you know, like, a tile that says I need to request it, and then, like, right now, it shows, like, requested, it’s checked. So I’m not sure if this is kind of, like, somebody needs to approve,

142 00:14:00.000 00:14:01.659 Chloe: My request or something?

143 00:14:02.790 00:14:04.390 Chloe: For this to be connected?

144 00:14:04.390 00:14:09.870 Greg Stoutenburg: When you see that, are you logged into Omni right now?

145 00:14:10.510 00:14:11.170 Chloe: Yeah.

146 00:14:21.200 00:14:28.370 Greg Stoutenburg: Yeah, because your permissions look good on my end. Can you share your screen? And just, like, so I can see the whole screen to see where you’re logged in?

147 00:14:28.650 00:14:29.869 Chloe: Okay, let’s see.

148 00:14:30.970 00:14:36.450 Greg Stoutenburg: Because Matt had an issue like this before, I helped him set it up, and it was, like, taking him to the wrong place, so…

149 00:14:36.590 00:14:37.430 Chloe: Okay. Yeah.

150 00:14:37.430 00:14:39.760 Greg Stoutenburg: Alright, click Omni Analytics again.

151 00:14:39.760 00:14:40.350 Chloe: Huh?

152 00:14:44.660 00:14:48.740 Greg Stoutenburg: Okay, let’s see if we can go back and, like, unrequest it, and try again.

153 00:14:51.990 00:14:55.730 Chloe: Not sure if I can unrequest it, let’s see…

154 00:14:56.670 00:15:03.639 Greg Stoutenburg: requires owner approval. Is this, like, a workspace, Eden Claude?

155 00:15:05.210 00:15:06.630 Chloe: I think so.

156 00:15:06.850 00:15:09.140 Greg Stoutenburg: I think that this might be on the Eden side.

157 00:15:09.310 00:15:11.150 Chloe: Okay, alright, let me check.

158 00:15:11.150 00:15:22.169 Greg Stoutenburg: Yeah. Yeah, maybe just check with Matt. Because, yeah, I’ve… I have not seen that, and I’ve set up Access to Omni using both, Cursor and Claude.

159 00:15:22.400 00:15:28.079 Greg Stoutenburg: Now, in my case, my Claude is just my personal Clod. Like, I’m just… I just pay 20 bucks a month.

160 00:15:28.080 00:15:28.580 Chloe: Okay, that.

161 00:15:28.580 00:15:31.100 Greg Stoutenburg: So, yeah. I’ll check. I’ll check there.

162 00:15:31.100 00:15:39.419 Chloe: Okay, great. Thanks so much. Like, any other, like, tips that you think would be super helpful that…

163 00:15:39.680 00:16:04.670 Greg Stoutenburg: Yeah, I mean, I think my only tip is just, like, treat it like you would any other AI if you’re using the natural language, which is, like, be really specific. So it’s pretty nice that as these tools get more sophisticated, they’re allowing us to sometimes get away with being less specific, but don’t be lulled into thinking that that’s always going to work. So, you know, really be real clear about prompts and things like that. But other than that, no, just go ahead and get in and explore. You know, it’s just you’re wearing

164 00:16:04.670 00:16:05.830 Greg Stoutenburg: house data.

165 00:16:05.830 00:16:06.200 Chloe: Yeah.

166 00:16:06.200 00:16:10.739 Greg Stoutenburg: You know, you can count on it to be accurate, and… yeah, let us know, we can help.

167 00:16:11.040 00:16:34.529 Chloe: Sounds good. Actually, I just remembered what I was gonna ask, and since you, were just talking about prompt, I was gonna ask, so, like, the dashboard, like, the chart that we just created, if I want… if I wanted to continuously, you know, like, running on the back end to, like, pulling data every day, do I kind of just add that to the prompt and say, hey, like, I want the last 3 months, but I want you to kind of continue, you know, feeding data in, and then,

168 00:16:34.680 00:16:38.460 Chloe: That can look at, like, the latest, sales and everything.

169 00:16:38.630 00:16:57.609 Greg Stoutenburg: So, with Omni, so Tableau would refresh once a day, but Omni maintains a live connection to BigQuery, so if you save a dashboard, then as long as the source for that dashboard is live data, which all of yours is, then it’ll just stay up to date.

170 00:16:57.610 00:16:58.710 Chloe: Oh, perfect, okay.

171 00:16:58.710 00:17:00.680 Greg Stoutenburg: That you’re seeing just are the current numbers.

172 00:17:00.840 00:17:03.520 Chloe: Got it, okay, so I don’t even, like, need to do, like.

173 00:17:03.520 00:17:06.209 Greg Stoutenburg: You don’t have to, like, refresh it or anything like that, nope.

174 00:17:06.210 00:17:09.360 Chloe: Okay, perfect. Good to know. Awesome, thank you so much.

175 00:17:09.369 00:17:12.489 Greg Stoutenburg: Yeah, you’re welcome. Alright, see you, Bobby. Have a good one. Bye. Bye.