# Workbooks

**URL:** https://community.omni.co/c/workbooks/7.md

[Latest](https://community.omni.co/latest.md) · [Categories](https://community.omni.co/categories.md) · [Tags](https://community.omni.co/tags.md)

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## [About the Workbooks category](https://community.omni.co/t/about-the-workbooks-category/22)

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**Author:** [@conner](https://community.omni.co/u/conner)\
**Replies:** 0

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Questions, tips, and how-to’s for anything related to Omni workbooks. Documentation: Workbooks | Omni Analytics Documentation

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## [Update / upload "Blank table" via API or sync](https://community.omni.co/t/update-upload-blank-table-via-api-or-sync/464)

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**Author:** [@klaus\_mueller](https://community.omni.co/u/klaus_mueller)\
**Replies:** 4\
**Last updated:** [July 10, 2026, 11:46am UTC](https://community.omni.co/t/update-upload-blank-table-via-api-or-sync/464 "2026-07-10T11:46:29Z")

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Hello community, Our customers use the feature that allows uploading a CSV file to the workbook to enrich model data with external information (e.g., for lookups, thresholds, etc.). This “external information” changes …

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## [It takes too long to retrieve the pick values from a filter which is not part of the dashboard](https://community.omni.co/t/it-takes-too-long-to-retrieve-the-pick-values-from-a-filter-which-is-not-part-of-the-dashboard/461)

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**Author:** [@Isma](https://community.omni.co/u/Isma)\
**Replies:** 4\
**Last updated:** [June 16, 2026, 3:36pm UTC](https://community.omni.co/t/it-takes-too-long-to-retrieve-the-pick-values-from-a-filter-which-is-not-part-of-the-dashboard/461 "2026-06-16T15:36:07Z")

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Hello, I would like to know what is the behavior(executed query) at the time I want to pick some value from a filter which is not part of the dashboard(main query), because it is taking too long and it does not work at …

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## [How to warn the user in a date filter about the allowed date range](https://community.omni.co/t/how-to-warn-the-user-in-a-date-filter-about-the-allowed-date-range/453)

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**Author:** [@Isma](https://community.omni.co/u/Isma)\
**Replies:** 1\
**Last updated:** [April 16, 2026, 11:17pm UTC](https://community.omni.co/t/how-to-warn-the-user-in-a-date-filter-about-the-allowed-date-range/453 "2026-04-16T23:17:43Z")

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Is there a way to warn or prevent that the user in a dashboard can not select more than 6 months in a date filter? Here for example I would like to have at least that warning. Thank you.

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## [Clipboard not working with embedded account](https://community.omni.co/t/clipboard-not-working-with-embedded-account/451)

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**Author:** [@klaus\_mueller](https://community.omni.co/u/klaus_mueller)\
**Replies:** 1\
**Last updated:** [March 23, 2026, 4:34pm UTC](https://community.omni.co/t/clipboard-not-working-with-embedded-account/451 "2026-03-23T16:34:46Z")

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I’m running into issues when using copy/paste from tables or results in workbooks. It works fine with standard users, but when using “embedded users” a “copy” (crtl. C) does not get the value into the clipboard, hence…

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## [How to make the same value appear in two filters](https://community.omni.co/t/how-to-make-the-same-value-appear-in-two-filters/432)

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**Author:** [@samp](https://community.omni.co/u/samp)\
**Replies:** 0\
**Last updated:** [December 9, 2025, 10:55pm UTC](https://community.omni.co/t/how-to-make-the-same-value-appear-in-two-filters/432 "2025-12-09T22:55:02Z")

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The Scenario You have two date filters, Created At and Sent At. You want them to always be equal (7, 30, 100 days ago) and they are both necessary for your analysis. The Solution Assuming you are working in a Topic, add…

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## [Why Two Users Might See Different Data in Omni Dashboards](https://community.omni.co/t/why-two-users-might-see-different-data-in-omni-dashboards/419)

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**Author:** [@James](https://community.omni.co/u/James)\
**Replies:** 0\
**Last updated:** [November 10, 2025, 11:46pm UTC](https://community.omni.co/t/why-two-users-might-see-different-data-in-omni-dashboards/419 "2025-11-10T23:46:32Z")

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When two users view the same dashboard but see different results, there may be differences in filters, cache, access controls, or time zone configurations. This article walks through each factor to help you diagnose and …

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## [Why does my workbook query look different on the dashboard?](https://community.omni.co/t/why-does-my-workbook-query-look-different-on-the-dashboard/406)

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**Author:** [@James](https://community.omni.co/u/James)\
**Replies:** 0\
**Last updated:** [October 22, 2025, 8:50pm UTC](https://community.omni.co/t/why-does-my-workbook-query-look-different-on-the-dashboard/406 "2025-10-22T20:50:34Z")

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When a chart looks “right” in the workbook but “wrong” on the dashboard (or two dashboard charts disagree), the most common root cause is that the dashboard context (filters and controls) is changing the query. The fa…

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## [What are the keyboard shortcuts in a workbook or a model?](https://community.omni.co/t/what-are-the-keyboard-shortcuts-in-a-workbook-or-a-model/78)

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**Author:** [@aklance](https://community.omni.co/u/aklance)\
**Replies:** 1\
**Last updated:** [October 17, 2025, 8:16pm UTC](https://community.omni.co/t/what-are-the-keyboard-shortcuts-in-a-workbook-or-a-model/78 "2025-10-17T20:16:54Z")

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Check out our Keyboard Shortcuts documentation!

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## [Querying a results set ("Save as query view")](https://community.omni.co/t/querying-a-results-set-save-as-query-view/359)

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**Author:** [@conner](https://community.omni.co/u/conner)\
**Replies:** 0\
**Last updated:** [July 14, 2025, 10:50pm UTC](https://community.omni.co/t/querying-a-results-set-save-as-query-view/359 "2025-07-14T22:50:40Z")

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Ever wanted to “query a query”? In other words, take some results and use that as the basis for another query? Omni’s “Save as query view” feature is built for exactly that :smiley: Once you save your results as a query…

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## [Why do my timestamps show as dates I download and open in excel or sheets?](https://community.omni.co/t/why-do-my-timestamps-show-as-dates-i-download-and-open-in-excel-or-sheets/346)

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**Author:** [@Jiro](https://community.omni.co/u/Jiro)\
**Replies:** 0\
**Last updated:** [June 19, 2025, 5:44pm UTC](https://community.omni.co/t/why-do-my-timestamps-show-as-dates-i-download-and-open-in-excel-or-sheets/346 "2025-06-19T17:44:39Z")

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Tools like sheets and excel will infer datatypes and in some cases apply formatting automatically. You can see that the actual timestamp value is there, it’s just being truncated and formatted as standard date by def…

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## [Filters for Formula Columns](https://community.omni.co/t/filters-for-formula-columns/290)

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**Author:** [@fern](https://community.omni.co/u/fern)\
**Replies:** 1\
**Last updated:** [March 31, 2025, 5:00pm UTC](https://community.omni.co/t/filters-for-formula-columns/290 "2025-03-31T17:00:12Z")

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I have a simple table where: Column A represents the date companies were added. Column B shows the number of companies added that date. Column C calculates the 7-day moving average using a formula. Is there a way t…

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## [How to Dynamically reference Pivot Index / index Value](https://community.omni.co/t/how-to-dynamically-reference-pivot-index-index-value/272)

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**Author:** [@SN1011](https://community.omni.co/u/SN1011)\
**Replies:** 1\
**Last updated:** [March 20, 2025, 9:56pm UTC](https://community.omni.co/t/how-to-dynamically-reference-pivot-index-index-value/272 "2025-03-20T21:56:41Z")

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I am using “=IF(PIVOTOFFSET(D1, 0, -1) \< 0, PIVOTINDEX(), NULL)” this formula to reference the corresponding pivot index value , but everytime index 1 is getting referenced. Is there anyway we can directly reference pi…

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## [Custom HTML Tables with Markdown Viz](https://community.omni.co/t/custom-html-tables-with-markdown-viz/226)

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**Author:** [@russ](https://community.omni.co/u/russ)\
**Replies:** 0\
**Last updated:** [February 1, 2025, 10:03pm UTC](https://community.omni.co/t/custom-html-tables-with-markdown-viz/226 "2025-02-01T22:03:49Z")

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Turn this: Into this: (with full customization) Step 1) Select the Markdown Viz Step 2) Apply custom HTML Table Code and customize \<style\> h3 { margin-block-start: 0; } .comp-table { width: 100%; b…

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## [Drilldown working in workbook but no results in dashboard](https://community.omni.co/t/drilldown-working-in-workbook-but-no-results-in-dashboard/206)

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**Author:** [@Elliot](https://community.omni.co/u/Elliot)\
**Replies:** 1\
**Last updated:** [December 21, 2024, 8:09pm UTC](https://community.omni.co/t/drilldown-working-in-workbook-but-no-results-in-dashboard/206 "2024-12-21T20:09:43Z")

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When I am in the workbook, my drilldown fields are all working correctly. I liked the process for modifying the available fields by editing it, too. But, when I go to my dashboard and attempt a drilldown, I am getting “…

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## [How do I add a row with column totals to my query?](https://community.omni.co/t/how-do-i-add-a-row-with-column-totals-to-my-query/86)

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**Author:** [@conner](https://community.omni.co/u/conner)\
**Replies:** 1\
**Last updated:** [September 23, 2024, 5:15pm UTC](https://community.omni.co/t/how-do-i-add-a-row-with-column-totals-to-my-query/86 "2024-09-23T17:15:20Z")

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Row totals and column totals are available in the options menu in the Results tab (rather than the Chart tab). If your row/column totals don’t match the values you were expecting, check out this article to trouble…

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## [Interdependent Filters on a Dashboard](https://community.omni.co/t/interdependent-filters-on-a-dashboard/148)

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**Author:** [@ashima\_zepto](https://community.omni.co/u/ashima_zepto)\
**Replies:** 3\
**Last updated:** [September 1, 2024, 10:32pm UTC](https://community.omni.co/t/interdependent-filters-on-a-dashboard/148 "2024-09-01T22:32:26Z")

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Is there a way to make filters inter dependent? So if I choose a value in filter 1, the options in filter 2 should be updated accordingly and show values relevant only to filter 1

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## [Creating a Month To Date filter](https://community.omni.co/t/creating-a-month-to-date-filter/145)

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**Author:** [@liam](https://community.omni.co/u/liam)\
**Replies:** 0\
**Last updated:** [August 27, 2024, 1:26pm UTC](https://community.omni.co/t/creating-a-month-to-date-filter/145 "2024-08-27T13:26:46Z")

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You’re using Period-Over-Period to compare this month to last month. However, today is only the 27th of August. So we’re comparing 27 days of August with the whole 31 days of July. Instead, we want to compare the 27 d…

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## [How do I create a quick aggregation / measure ? (sum, count, average)](https://community.omni.co/t/how-do-i-create-a-quick-aggregation-measure-sum-count-average/76)

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**Author:** [@aklance](https://community.omni.co/u/aklance)\
**Replies:** 0\
**Last updated:** [May 29, 2024, 10:20pm UTC](https://community.omni.co/t/how-do-i-create-a-quick-aggregation-measure-sum-count-average/76 "2024-05-29T22:20:55Z")

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Option 1: Hover over the field in the workbook’s field picker and select the three-dot menu that appears and then select Aggregates in the menu. Or right-click on the field in the field picker to see the same menu. O…

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## [Why is "display link as url" in the table acting like a relative link?](https://community.omni.co/t/why-is-display-link-as-url-in-the-table-acting-like-a-relative-link/128)

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**Author:** [@anika](https://community.omni.co/u/anika)\
**Replies:** 0\
**Last updated:** [July 25, 2024, 3:50pm UTC](https://community.omni.co/t/why-is-display-link-as-url-in-the-table-acting-like-a-relative-link/128 "2024-07-25T15:50:08Z")

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Omni has a feature which allows URL text in data to be displayed as interactive URLs in tables. This can be enabled in the table options for the field: If you are attempting to use this feature and find that when cli…

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## [How do I sort / order by more than one field?](https://community.omni.co/t/how-do-i-sort-order-by-more-than-one-field/35)

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**Author:** [@conner](https://community.omni.co/u/conner)\
**Replies:** 0\
**Last updated:** [April 9, 2024, 5:45pm UTC](https://community.omni.co/t/how-do-i-sort-order-by-more-than-one-field/35 "2024-04-09T17:45:44Z")

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To sort by two or more fields, simply hold shift + click the additional fields you want to sort by:

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## [Why isn't my dimension aggregating? Why isn't my number a sum/average/median/etc.?](https://community.omni.co/t/why-isnt-my-dimension-aggregating-why-isnt-my-number-a-sum-average-median-etc/96)

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**Author:** [@conner](https://community.omni.co/u/conner)\
**Replies:** 0\
**Last updated:** [June 3, 2024, 11:21pm UTC](https://community.omni.co/t/why-isnt-my-dimension-aggregating-why-isnt-my-number-a-sum-average-median-etc/96 "2024-06-03T23:21:33Z")

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Dimensions are attributes that describe a given row of data, and measures aggregate dimensions. In Omni’s field picker, dimensions are listed in black while measures are listed in green. If you’re selecting a field e…

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## [Is there a quick way to remove all the fields from the table?](https://community.omni.co/t/is-there-a-quick-way-to-remove-all-the-fields-from-the-table/93)

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**Author:** [@conner](https://community.omni.co/u/conner)\
**Replies:** 0\
**Last updated:** [June 3, 2024, 7:16pm UTC](https://community.omni.co/t/is-there-a-quick-way-to-remove-all-the-fields-from-the-table/93 "2024-06-03T19:16:17Z")

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Yup! Open the “Tab” menu from the header, and you’ll see options to clear query (both fields and filters), clear fields, and clear filters. Check out the keyboard shortcuts too for easier access :raised\_hands:

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## [Can you query the data unsorted?](https://community.omni.co/t/can-you-query-the-data-unsorted/92)

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**Author:** [@conner](https://community.omni.co/u/conner)\
**Replies:** 0\
**Last updated:** [June 3, 2024, 7:13pm UTC](https://community.omni.co/t/can-you-query-the-data-unsorted/92 "2024-06-03T19:13:43Z")

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Yup! Simply right-click the field name in the column header and hit “No Sort”. Omni often sorts by default to help improve readability, but you can always un-sort your data.

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## [How do I get missing dates to show up in my results set?](https://community.omni.co/t/how-do-i-get-missing-dates-to-show-up-in-my-results-set/89)

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**Author:** [@conner](https://community.omni.co/u/conner)\
**Replies:** 0\
**Last updated:** [June 3, 2024, 5:52pm UTC](https://community.omni.co/t/how-do-i-get-missing-dates-to-show-up-in-my-results-set/89 "2024-06-03T17:52:44Z")

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If you’re missing data for some dates in a given period, but you still want to have a row for each of the dates in that period, you can use Omni’s “Fill in Missing Rows” feature to fill in those dates. Just right-click t…

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## [Why don't I have the option to "fill in missing rows"?](https://community.omni.co/t/why-dont-i-have-the-option-to-fill-in-missing-rows/88)

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**Author:** [@conner](https://community.omni.co/u/conner)\
**Replies:** 0\
**Last updated:** [June 3, 2024, 5:48pm UTC](https://community.omni.co/t/why-dont-i-have-the-option-to-fill-in-missing-rows/88 "2024-06-03T17:48:16Z")

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In order to fill in missing rows on a dimension, Omni has to know the full set of values that the dimension can take. For now, this means the dimension must be either a: Group (using Omni’s Group functionality) …

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## [How do I add a subtotal to the query?](https://community.omni.co/t/how-do-i-add-a-subtotal-to-the-query/87)

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**Author:** [@aklance](https://community.omni.co/u/aklance)\
**Replies:** 0\
**Last updated:** [May 31, 2024, 10:42pm UTC](https://community.omni.co/t/how-do-i-add-a-subtotal-to-the-query/87 "2024-05-31T22:42:39Z")

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Row totals and column totals are available by navigating to the field’s column header in the query, and clicking on the vertical three-dot menu icon that appears when you hover over the header or by right clicking then s…

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## [Why can't I add row/columns totals on my tables?](https://community.omni.co/t/why-cant-i-add-row-columns-totals-on-my-tables/84)

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**Author:** [@conner](https://community.omni.co/u/conner)\
**Replies:** 0\
**Last updated:** [May 31, 2024, 6:51pm UTC](https://community.omni.co/t/why-cant-i-add-row-columns-totals-on-my-tables/84 "2024-05-31T18:51:03Z")

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Row/column totals only work on measures (aggregate fields). If you’d like to include a row/column total on a dimension, you can often swap your dimensions for an aggregate. For example, if you have a dimension for Sale …

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## [What's the difference between dimension fill and value fill?](https://community.omni.co/t/whats-the-difference-between-dimension-fill-and-value-fill/83)

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**Author:** [@conner](https://community.omni.co/u/conner)\
**Replies:** 0\
**Last updated:** [May 31, 2024, 6:39pm UTC](https://community.omni.co/t/whats-the-difference-between-dimension-fill-and-value-fill/83 "2024-05-31T18:39:46Z")

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Dimension fill and value fill are slightly different. Dimension fill will supply missing rows or columns for a dimension, such as a date series or an enumerated list like yes/no or entries in a case statement. It ensure…

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## [Why don't my column / row totals match the values in the table?](https://community.omni.co/t/why-dont-my-column-row-totals-match-the-values-in-the-table/82)

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**Author:** [@anika](https://community.omni.co/u/anika)\
**Replies:** 0\
**Last updated:** [May 31, 2024, 12:27am UTC](https://community.omni.co/t/why-dont-my-column-row-totals-match-the-values-in-the-table/82 "2024-05-31T00:27:25Z")

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In some cases, you may notice that your totals don’t match up with the values in the table. Take this example, counting the number of users who purchased items over a 6 week period: If you sum up the 6 rows, you’d ge…

[Next page](https://community.omni.co/c/workbooks/7.md?page=1)