Creating Charts with Cursor and Blobby — Summary

Source: Zoom clip and transcript from internal demo.
Video: Creating Charts with Cursor and Blobby


What it covers

  1. Tableau for Cursor — Download Tableau workbooks per dashboard; organize in folders (e.g. product, farm ops, finance). Cursor reads workbooks for data sources and metrics.
  2. Omni CLI (Model Local Editor / OmniSync) — Install globally; configure ~/.zshrc (or .bashrc) with Omni env vars and API keys; use omni sync start <model-id> --branch <name> --create-branch for two-way sync. Model ID comes from the Omni model URL. Omni has its own version control (branch then merge to main).
  3. Cursor + Blobby workflow — With Tableau workbooks and Omni-synced model (topics, relationships, dbt tables) in context, ask Cursor for the dashboard name; Cursor suggests the right Topic and steps; in Omni, create new query, select that Topic, paste instructions into AI Helper (Blobby); verify and push.
  4. Caveats — Always select the Topic yourself in Omni; do not change existing Topics if charts depend on them; optional: clone analytics repo and give Cursor access to dbt for topic work.

Playbook references

  • Setup: standards/03-knowledge/engineering/setup/omni-cli-cursor-blobby-setup.md
  • Standard implementation plan: standards/03-knowledge/engineering/workflows/omni-zero-to-one-implementation.md