# Oculon Docs

## Docs

- [What is Oculon](https://oculon.mintlify.app/docs-new/getting-started/what-is-oculon.md): Learn what Oculon is and how it supports planning, modeling, and analysis.
- [How Oculon is organized](https://oculon.mintlify.app/docs-new/getting-started/how-oculon-is-organized.md): Understand the main parts of Oculon and how they fit together.
- [Core concepts overview](https://oculon.mintlify.app/docs-new/getting-started/core-concepts-overview.md): Review the foundational concepts you need before you build in Oculon.
- [Glossary](https://oculon.mintlify.app/docs-new/getting-started/glossary.md): Look up the key terms used throughout Oculon documentation.
- [Keyboard shortcuts](https://oculon.mintlify.app/docs-new/getting-started/keyboard-shortcuts.md): Find the keyboard shortcuts that help you move faster in Oculon.
- [What is a workspace](https://oculon.mintlify.app/docs-new/workspace-and-organization/what-is-a-workspace.md): Learn what a workspace is and how it organizes people, content, and settings in Oculon.
- [Teamspaces and organization](https://oculon.mintlify.app/docs-new/workspace-and-organization/teamspaces-and-organization.md): Organize your workspace so teams can collaborate, manage access, and structure financial planning workflows effectively.
- [Profile and preferences](https://oculon.mintlify.app/docs-new/workspace-and-organization/profile-and-preferences.md): Manage your personal account settings so Oculon works the way you expect day to day.
- [Workspace access and visibility](https://oculon.mintlify.app/docs-new/workspace-and-organization/workspace-access-and-visibility.md): Understand how access and visibility work at the workspace level before you start sharing content widely.
- [Navigate the sidebar](https://oculon.mintlify.app/docs-new/your-sidebar/navigate-the-sidebar.md): Learn how to move through Oculon quickly with the sidebar.
- [Organize your workspace](https://oculon.mintlify.app/docs-new/your-sidebar/organize-your-workspace.md): Keep your workspace organized so people can find the right content faster.
- [Search and quick access](https://oculon.mintlify.app/docs-new/your-sidebar/search-and-quick-access.md): Use search and quick access patterns to find content faster in Oculon.
- [Sidebar customization](https://oculon.mintlify.app/docs-new/your-sidebar/sidebar-customization.md): Understand the customization options that affect your sidebar experience.
- [What is a variable](https://oculon.mintlify.app/docs-new/variables/what-is-a-variable.md): Learn what a variable is and why variables are central to every model.
- [Variable types](https://oculon.mintlify.app/docs-new/variables/variable-types.md): Understand the different variable types and when to use each one.
- [Create and edit variables](https://oculon.mintlify.app/docs-new/variables/create-and-edit-variables.md): Create variables, update their properties, and keep them organized.
- [Variable breakdown](https://oculon.mintlify.app/docs-new/variables/variable-breakdown.md): Learn how to define the dimensionality of your variables to slice and dice data.
- [Variable formatting](https://oculon.mintlify.app/docs-new/variables/variable-formatting.md): Control how variable values appear so models are easier to read.
- [Variable behavior](https://oculon.mintlify.app/docs-new/variables/variable-behavior.md): Understand how variables behave across time, dimensions, and calculations.
- [Variable references](https://oculon.mintlify.app/docs-new/variables/variable-references.md): Reference variables correctly in formulas and across related model objects.
- [Variable best practices](https://oculon.mintlify.app/docs-new/variables/variable-best-practices.md): Follow practical guidance for naming, structuring, and maintaining variables.
- [What is a dimension](https://oculon.mintlify.app/docs-new/dimensions/what-is-a-dimension.md): Learn what dimensions are and how they organize data in Oculon.
- [Create and edit dimensions](https://oculon.mintlify.app/docs-new/dimensions/create-and-edit-dimension.md): Learn how to create and edit dimensions in Oculon.
- [Dimension values](https://oculon.mintlify.app/docs-new/dimensions/dimension-values.md): Understand dimension values and how they define categories in your model.
- [Using dimensions with variables](https://oculon.mintlify.app/docs-new/dimensions/using-dimensions-with-variables.md): Use dimensions with variables to build flexible model structures.
- [Dimension operations](https://oculon.mintlify.app/docs-new/dimensions/dimension-operations.md): Manage the core operations available when you work with dimensions.
- [Dimension best practices](https://oculon.mintlify.app/docs-new/dimensions/dimension-best-practices.md): Follow practical guidance for designing dimensions that stay usable over time.
- [Time in Oculon](https://oculon.mintlify.app/docs-new/time/time-in-oculon.md): Understand how time settings shape formulas, reporting, and planning behavior in Oculon.
- [Time granularity](https://oculon.mintlify.app/docs-new/time/time-granularity.md): Choose the right level of time detail for planning, reporting, and model maintenance.
- [Relative time](https://oculon.mintlify.app/docs-new/time/relative-time.md): Use dynamic time references so formulas and reporting keep working as periods move forward.
- [Time aggregation](https://oculon.mintlify.app/docs-new/time/time-aggregation.md): Understand what a metric should mean when you review it at quarter or year level.
- [Time best practices](https://oculon.mintlify.app/docs-new/time/time-best-practices.md): Use practical guidance to keep time settings consistent, reviewable, and easy to maintain.
- [Formula basics](https://oculon.mintlify.app/docs-new/formulas/formula-basics.md): Learn what formulas do in Oculon and how they behave across time, dimensions, and model context.
- [Formula editor](https://oculon.mintlify.app/docs-new/formulas/formula-editor.md): Use the formula editor to write, review, and maintain formulas in Oculon.
- [Functions](https://oculon.mintlify.app/docs-new/formulas/functions.md): Understand the main function and operator categories used in Oculon formulas.
- [Helper variables and modifiers](https://oculon.mintlify.app/docs-new/formulas/helper-variables-and-modifiers.md): Use helper variables and built-in context modifiers to keep formulas readable in Oculon.
- [Common formula patterns](https://oculon.mintlify.app/docs-new/formulas/common-formula-patterns.md): Reuse common Oculon formula patterns for planning, allocation, and model maintenance.
- [Formula errors](https://oculon.mintlify.app/docs-new/formulas/formula-errors.md): Diagnose common formula errors and unexpected outputs in Oculon.
- [Formula best practices](https://oculon.mintlify.app/docs-new/formulas/formula-best-practices.md): Use practical habits to keep formulas readable, stable, and easy to review in Oculon.
- [What is a model](https://oculon.mintlify.app/docs-new/models/what-is-a-model.md): Learn what a model is and how it acts as the core planning workspace in Oculon.
- [Model structure](https://oculon.mintlify.app/docs-new/models/model-structure.md): Understand how the main parts of a model fit together.
- [Linked models](https://oculon.mintlify.app/docs-new/models/linked-models.md): Use linked models to connect planning logic across related business areas.
- [Model settings](https://oculon.mintlify.app/docs-new/models/model-settings.md): Review the settings that define how the rest of the model behaves.
- [Model best practices](https://oculon.mintlify.app/docs-new/models/model-best-practices.md): Apply practical guidance for designing models that stay clear, scalable, and easy to hand off.
- [What is a database](https://oculon.mintlify.app/docs-new/databases/what-is-a-database.md): Learn what a database is in Oculon and how databases support models, analysis, and reporting.
- [Database types](https://oculon.mintlify.app/docs-new/databases/database-types.md): Understand the main database patterns in Oculon and when each one fits best.
- [Database structure](https://oculon.mintlify.app/docs-new/databases/database-structure.md): Design database structure in Oculon so the records stay usable across models, analysis, and reporting.
- [Working with data](https://oculon.mintlify.app/docs-new/databases/working-with-data.md): Create, configure, maintain, and operate databases inside Oculon.
- [Linked data](https://oculon.mintlify.app/docs-new/databases/linked-data.md): Use linked database data across models, dimensions, and reporting in Oculon.
- [Refresh and sync behavior](https://oculon.mintlify.app/docs-new/databases/refresh-and-sync-behavior.md): Understand how database refreshes and syncs affect your source data and downstream work in Oculon.
- [Database best practices](https://oculon.mintlify.app/docs-new/databases/database-best-practices.md): Use practical habits to keep databases reliable, reviewable, and safe to reuse in Oculon.
- [What is a scenario](https://oculon.mintlify.app/docs-new/scenarios/what-is-a-scenario.md): Learn how scenarios branch a model in Oculon so teams can test changes safely and compare outcomes clearly.
- [Create and manage scenarios](https://oculon.mintlify.app/docs-new/scenarios/create-and-manage-scenarios.md): Create scenarios, switch context safely, and keep scenario branches organized in Oculon.
- [Scenario sync behavior](https://oculon.mintlify.app/docs-new/scenarios/scenario-sync-behavior.md): Understand how inheritance and auto-sync from main affect scenario values in Oculon.
- [Scenario overrides](https://oculon.mintlify.app/docs-new/scenarios/scenario-overrides.md): Use overrides to make scenario-specific changes without breaking inheritance unnecessarily.
- [Compare scenarios](https://oculon.mintlify.app/docs-new/scenarios/compare-scenarios.md): Compare scenarios to understand what changed, why it changed, and which branch should guide the next decision.
- [Versioning and snapshots](https://oculon.mintlify.app/docs-new/scenarios/versioning-and-snapshots.md): Preserve approved reference states so scenario reviews and handoffs stay understandable over time.
- [Scenario best practices](https://oculon.mintlify.app/docs-new/scenarios/scenario-best-practices.md): Use practical habits to keep scenario work safe, reviewable, and easy to explain in Oculon.
- [What is a view](https://oculon.mintlify.app/docs-new/views/what-is-a-view.md): Learn what views are and how they help you review model or database content in Oculon.
- [Filters, sorts, and grouping](https://oculon.mintlify.app/docs-new/views/filters-sorts-and-grouping.md): Use view controls to shape how model or database content appears without changing the source.
- [Compare in views](https://oculon.mintlify.app/docs-new/views/compare-in-views.md): Compare data in a view to evaluate changes across scenarios, time, or business slices.
- [View best practices](https://oculon.mintlify.app/docs-new/views/view-best-practices.md): Apply practical guidance for building views that stay clear and useful.
- [What is a compare](https://oculon.mintlify.app/docs-new/compare/what-is-a-compare.md): Learn how to use comparisons to analyze data across time and scenarios.
- [Time compare](https://oculon.mintlify.app/docs-new/compare/time-compare.md): Compare your data across different time periods to identify trends and variances.
- [Scenario compare](https://oculon.mintlify.app/docs-new/compare/scenario-compare.md): Evaluate different business scenarios side-by-side to make informed decisions.
- [What is a board](https://oculon.mintlify.app/docs-new/boards/what-is-a-board.md): Learn what boards are and how they support reporting and decision-making.
- [Board layout](https://oculon.mintlify.app/docs-new/boards/board-layout.md): Structure boards so users can understand and act on information quickly.
- [Charts](https://oculon.mintlify.app/docs-new/boards/charts.md): Use charts on boards to visualize trends, comparisons, and performance.
- [Chart interaction](https://oculon.mintlify.app/docs-new/boards/chart-interaction.md): Understand how users interact with filters, controls, and linked elements on boards.
- [Tables on boards](https://oculon.mintlify.app/docs-new/boards/tables-on-boards.md): Use tables on boards to present detailed, structured data alongside visual summaries.
- [KPI and summary blocks](https://oculon.mintlify.app/docs-new/boards/kpi-and-summary-blocks.md): Highlight key metrics and summaries with focused board components.
- [Sharing boards](https://oculon.mintlify.app/docs-new/boards/sharing-boards.md): Share boards with the right audience while preserving clarity and control.
- [Board best practices](https://oculon.mintlify.app/docs-new/boards/board-best-practices.md): Apply practical guidance for building boards that are useful, clear, and maintainable.
- [Sharing basics](https://oculon.mintlify.app/docs-new/sharing-and-permissions/sharing-basics.md): Learn the basics of sharing content in Oculon with the right audience.
- [Roles and permissions](https://oculon.mintlify.app/docs-new/sharing-and-permissions/roles-and-permissions.md): Understand how roles and permissions control access across Oculon.
- [Members, guests, and groups](https://oculon.mintlify.app/docs-new/sharing-and-permissions/members-guests-and-groups.md): Manage members, guests, and groups to control collaboration effectively.
- [Permission inheritance](https://oculon.mintlify.app/docs-new/sharing-and-permissions/permission-inheritance.md): Understand how permissions inherit across related content and structures.
- [Comments and collaboration](https://oculon.mintlify.app/docs-new/sharing-and-permissions/comments-and-collaboration.md): Use comments and collaboration features to work together inside Oculon.
- [Sensitive data controls](https://oculon.mintlify.app/docs-new/sharing-and-permissions/sensitive-data-controls.md): Protect sensitive content with the right access and visibility controls.
- [External sharing and exports](https://oculon.mintlify.app/docs-new/sharing-and-permissions/external-sharing-and-exports.md): Share content externally and export information with the right controls in place.
- [Formula issues](https://oculon.mintlify.app/docs-new/troubleshooting/formula-issues.md): Resolve common formula issues that affect calculations and outputs.
- [Data mismatches](https://oculon.mintlify.app/docs-new/troubleshooting/data-mismatches.md): Investigate data mismatches between sources, models, and views.
- [Scenario issues](https://oculon.mintlify.app/docs-new/troubleshooting/scenario-issues.md): Resolve the most common issues that affect scenario behavior and comparison.
- [Permissions issues](https://oculon.mintlify.app/docs-new/troubleshooting/permissions-issues.md): Troubleshoot access problems caused by sharing rules, roles, or inheritance.
- [Agent issues](https://oculon.mintlify.app/docs-new/troubleshooting/agent-issues.md): Resolve the most common issues that affect custom agents and their outputs.
- [Performance issues](https://oculon.mintlify.app/docs-new/troubleshooting/performance-issues.md): Investigate slow pages, heavy calculations, and other performance-related problems.
- [Common errors](https://oculon.mintlify.app/docs-new/troubleshooting/common-errors.md): Review the common errors users may encounter and how to respond to them.
- [AI in Oculon](https://oculon.mintlify.app/docs-new/ai/ai-in-oculon.md): Understand how AI fits into Oculon and where it helps across planning, analysis, and reporting workflows.
- [Modeling with AI](https://oculon.mintlify.app/docs-new/ai/modeling-with-ai.md): Use AI to speed up model setup, clarify planning logic, and reduce repetitive model-building work.
- [Reporting with AI](https://oculon.mintlify.app/docs-new/ai/reporting-with-ai.md): Use AI to summarize results, explain variances, and help people consume planning outputs more quickly.
- [Plan mode](https://oculon.mintlify.app/docs-new/ai/plan-mode.md): Use plan mode to iterate on ideas, refine assumptions, and keep AI work grounded in the planning context.
- [What are custom agents](https://oculon.mintlify.app/docs-new/custom-agents/what-are-custom-agents.md): Learn what custom agents are and how they can support work in Oculon.
- [Create a custom agent](https://oculon.mintlify.app/docs-new/custom-agents/create-a-custom-agent.md): Create a custom agent that supports your team and workflows.
- [Agent context and knowledge](https://oculon.mintlify.app/docs-new/custom-agents/agent-context-and-knowledge.md): Understand the context and knowledge sources available to custom agents.
- [Agent actions](https://oculon.mintlify.app/docs-new/custom-agents/agent-actions.md): Configure the actions that custom agents can take in Oculon.
- [Agent permissions](https://oculon.mintlify.app/docs-new/custom-agents/agent-permissions.md): Control what custom agents can access and do with the right permissions.
- [Agent connections](https://oculon.mintlify.app/docs-new/custom-agents/agent-connections.md): Connect custom agents to the systems and sources they need to do useful work.
- [Agent safety and review](https://oculon.mintlify.app/docs-new/custom-agents/agent-safety-and-review.md): Use review and safety practices to keep agent behavior reliable and appropriate.
- [Agent best practices](https://oculon.mintlify.app/docs-new/custom-agents/agent-best-practices.md): Apply practical guidance for designing, testing, and maintaining custom agents.
- [MCP](https://oculon.mintlify.app/docs-new/ai/mcp.md): Learn how Model Context Protocol can connect AI workflows in Oculon to approved tools and data sources.
- [Skills](https://oculon.mintlify.app/docs-new/ai/skills.md): Use skills to give AI workflows repeatable instructions, patterns, and domain-specific guidance.
- [Connectors](https://oculon.mintlify.app/docs-new/ai/connectors.md): Connect AI workflows in Oculon to approved sources so answers and actions stay grounded in real business context.
- [Workspace settings](https://oculon.mintlify.app/docs-new/admin-guide/workspace-settings.md): Manage the workspace settings that control how your Oculon environment operates.
- [Groups](https://oculon.mintlify.app/docs-new/admin-guide/groups.md): Use groups to manage access and collaboration at scale.
- [Members and roles](https://oculon.mintlify.app/docs-new/admin-guide/members-and-roles.md): Manage members, invitations, roles, and access inside your Oculon workspace.
- [Login methods](https://oculon.mintlify.app/docs-new/admin-guide/login-methods.md): Configure how people sign in to your Oculon workspace.
- [Security](https://oculon.mintlify.app/docs-new/admin-guide/security.md): Review the security controls that protect your Oculon workspace and data.
- [Audit logs](https://oculon.mintlify.app/docs-new/admin-guide/audit-logs.md): Review audit logs to understand important activity in your Oculon workspace.
- [Billing and plans](https://oculon.mintlify.app/docs-new/admin-guide/billing-and-plans.md): Manage billing details, plans, and subscription settings for your workspace.
- [Usage and limits](https://oculon.mintlify.app/docs-new/admin-guide/usage-and-limits.md): Understand the usage and limits that apply to your Oculon workspace.
- [ ](https://oculon.mintlify.app/integration-docs/index.md)
- [ ](https://oculon.mintlify.app/how-to/index.md)
- [Welcome to oculon](https://oculon.mintlify.app/support-docs/getting-started/welcome-to-oculon.md)
- [Profile setup](https://oculon.mintlify.app/support-docs/getting-started/profile-setup.md)
- [Navigating oculon](https://oculon.mintlify.app/support-docs/getting-started/navigating-oculon.md)
- [Core concepts](https://oculon.mintlify.app/support-docs/getting-started/core-concepts.md)
- [Oculon glossary](https://oculon.mintlify.app/support-docs/getting-started/oculon-glossary.md)
- [Variable](https://oculon.mintlify.app/support-docs/oculon-basics/variable.md)
- [Dimensions](https://oculon.mintlify.app/support-docs/oculon-basics/dimensions.md)
- [Time](https://oculon.mintlify.app/support-docs/oculon-basics/time.md)
- [Database](https://oculon.mintlify.app/support-docs/oculon-basics/database.md)
- [Query and database](https://oculon.mintlify.app/support-docs/oculon-basics/library/query-and-database.md)
- [Data integrations](https://oculon.mintlify.app/support-docs/oculon-basics/data-integrations.md)
- [Boards](https://oculon.mintlify.app/support-docs/oculon-basics/boards.md)
- [Views](https://oculon.mintlify.app/support-docs/oculon-basics/views.md)
- [Compare](https://oculon.mintlify.app/support-docs/oculon-basics/compare.md)
- [Creating formulas](https://oculon.mintlify.app/support-docs/oculon-basics/formulas/creating-formulas.md)
- [Functions](https://oculon.mintlify.app/support-docs/oculon-basics/formulas/functions.md)
- [Helper variables](https://oculon.mintlify.app/support-docs/oculon-basics/formulas/helper-variables.md)
- [Currency and conversion](https://oculon.mintlify.app/support-docs/oculon-basics/currency-and-conversion.md)
- [Scenario](https://oculon.mintlify.app/support-docs/plan-and-collaborate/scenario.md)
- [Build your first model](https://oculon.mintlify.app/support-docs/guides/build-your-first-model.md)
- [Keyboard shortcuts](https://oculon.mintlify.app/support-docs/guides/keyboard-shortcuts.md)
- [Function glossary](https://oculon.mintlify.app/support-docs/guides/function-glossary.md)
- [Profile](https://oculon.mintlify.app/support-docs/account/profile.md)
- [Preferences](https://oculon.mintlify.app/support-docs/account/preferences.md)
- [Notifications](https://oculon.mintlify.app/support-docs/account/notifications.md)
- [Access and security](https://oculon.mintlify.app/support-docs/account/access-and-security.md)
- [Workspace](https://oculon.mintlify.app/support-docs/admin/workspace.md)
- [Teamspace](https://oculon.mintlify.app/support-docs/admin/teamspace.md)
- [Members and roles](https://oculon.mintlify.app/support-docs/admin/members-and-roles.md): Manage members, invitations, roles, and access inside your Oculon workspace.
- [Security](https://oculon.mintlify.app/support-docs/admin/security.md): Review the security controls that protect your Oculon workspace and data.
- [Billing and plans](https://oculon.mintlify.app/support-docs/admin/billing-and-plans.md): Manage billing details, plans, and subscription settings for your workspace.
- [Audit logs](https://oculon.mintlify.app/support-docs/admin/audit-logs.md): Review audit logs to understand important activity in your Oculon workspace.
- [Login methods](https://oculon.mintlify.app/support-docs/admin/login-methods.md): Configure how people sign in to your Oculon workspace.
- [SAML & SCIM](https://oculon.mintlify.app/support-docs/admin/saml-scim.md)
- [Usage limits](https://oculon.mintlify.app/support-docs/admin/usage-limits.md)

## OpenAPI Specs

- [openapi](https://oculon.mintlify.app/api-reference/openapi.json)


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.