Holistics Docs - End-to-End Business Intelligence Platform

Holistics Documentation

Welcome to the Holistics Documentation page. You'll find comprehensive guides and documentation to help you start working with Holistics as quickly as possible, as well as support if you get stuck. Let's jump right in!

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Holistics Reports

Most basic reporting component of Holistics

Holistics Report is the most basic reporting component of Holistics which gives you insight of data as a single page with different visualizations.

Report View

  • Report View helps you expose and explore data, chart. You also can export data, share report to others, custom result with filters...those are features in report toolbar.
  1. Report Name + Refresh Settings
  2. Report Toolbar: Explore Result, Export, Share, Schedule to Email/Slack/SpreadSheet...
  3. Holistics Filters
  4. Report Explorer
  5. Holistics Visualizations
  6. Table Data

Report Toolbar

  • Export: Export results to Excel, CSV, GoogleSheet, Email
  • Share Report: Share report with users/user group
  • Schedules: Schedule sending Email, Slack,...
  • Drilldowns: Link to another Report/Dashboard.
  • Pin to Dashboard: Attach report to a Dashboard.
  • Embed Links: Add Holistics report to another website.
  • Clone Report: Creates a new separate copy of the Existing Report.

Data Table

You can display Data Table or Grid View:

  • Data Table: data will be displayed as a table.
  • Grid View: data will be displayed as objets.
Data Table

Data Table

Grid View

Grid View

Report Editor

  • Report Editor allows you to create/update query, review result, swap visualizations, add filters,...
  1. Name and Description (Supports markdown)
  2. Holistics Filters: Report filters are dynamic query variables you reference in your report query, that users can use to filter result sets.
  3. SQL Query Templates, Filters and Data Source. Data Source to select your connected database that the query will run on.
  4. DB Schemas: Show all schemas and tables of the current Data Source.
  5. Query Editor: Where you can create SQL queries.
  6. Right Panel: Viz Settings - Customize your visualizations; Version History; Report Info metadata.
  7. Run and Format SQL: You can run queries to pull out datasets, and format query layouts for easier reading.
  8. Review result: Results of queries after running.

Step 1. Design your SQL query

  • Getting some information of new users: full_name, email, gender, birth_year, age. Those sign up in last month. Add filters for gender and age_group, that help display data easier when get female users
  • Filters: Byer_gender, date_range, age_group
select id, 
from ecommerce2.users
where [[gender = {{ buyer_gender }}]]
      and created_at::date >= {{ date_range_start }}
      and created_at::date <= {{ date_range_end }}

Step 2: Preview and customize your query results

After completing query, click on run button and review result. This is the list of users those sign up in May 2018

You can also use another Visualizations stead of data table like: pie chart, column chart,...

Version Control for Report

This feature allows you to track changes of your report and revert to its previous version. Things that we can revert include report's query, filters and visualization settings.

Please check the video on how to do it.