# Holistics Docs (4.0)

> Documentation for Holistics - Self-service BI Platform

This file contains links to documentation sections following the llmstxt.org standard.

## Table of Contents

- [Holistics API](https://docs.holistics.io/api/index.md): With Holistics API, you can integrate Holistics into your workflow, enabling data retrieval, schedule management, job triggering, and user provisio...
- [Jobs API](https://docs.holistics.io/api/jobs.md): Reference for the deprecated Holistics Jobs API to retrieve and cancel background jobs created when users run reports, imports, and other tasks.
- [Group API](https://docs.holistics.io/api/v1/group-api.md): Legacy v1 API endpoints for managing groups in your Holistics tenant, covering creation, updates, deletion, and adding or removing users programmat...
- [User API](https://docs.holistics.io/api/v1/user-api.md): Reference for Holistics' legacy User API endpoints, covering how to invite, delete, restore, and manage users and their API access tokens programma...
- [Create Data Alerts using API](https://docs.holistics.io/api/v2/create-data-alert.md): Create data alerts on dashboard widgets through the Holistics API, defining conditions, schedules, and delivery to email or Slack in a single POST ...
- [Create Email Schedules using API](https://docs.holistics.io/api/v2/create-data-schedule.md): Set up recurring email schedules for dashboards via the Holistics API, with per-recipient filter presets so each customer gets a report scoped to t...
- [Error Handling](https://docs.holistics.io/api/v2/errors.md): HTTP status codes and error types returned by the Holistics API
- [API FAQs](https://docs.holistics.io/api/v2/faqs.md): Frequently asked questions about using the Holistics API
- [Export Widget Data via API](https://docs.holistics.io/api/v2/get-data.md): Use the Holistics API to export dashboard widget data as a CSV or Excel file by submitting an async job, polling for completion, and downloading th...
- [Getting Started with Holistics API](https://docs.holistics.io/api/v2/getting-started.md): Learn how to authenticate and make your first Holistics API call
- [Migrating API V1 to API V2](https://docs.holistics.io/api/v2/migrating-v1-to-v2.md): Learn how to migrate from Holistics's API V1 to the newest API V2
- [Query Datasets via API](https://docs.holistics.io/api/v2/query-data.md): Step-by-step guide to querying your metrics and dimensions programmatically via REST API.
- [Rate Limiting](https://docs.holistics.io/api/v2/rate-limiting.md): Understanding API rate limits, quotas, and how to handle rate limit responses
- [Delete a Conversation](https://docs.holistics.io/api/v2/reference/ai-delete-conversation.md): Delete a Conversation
- [Get Chat Messages of a Conversation](https://docs.holistics.io/api/v2/reference/ai-get-chat-messages.md): Get Chat Messages of a Conversation
- [Get the latest insight for a conversation](https://docs.holistics.io/api/v2/reference/ai-get-conversation-insight.md): Get the latest insight for a conversation
- [Get a Conversation](https://docs.holistics.io/api/v2/reference/ai-get-conversation.md): Get a Conversation
- [List conversations](https://docs.holistics.io/api/v2/reference/ai-list-conversations.md): List conversations
- [List native skills from the skills library](https://docs.holistics.io/api/v2/reference/ai-skill-library.md): List native skills from the skills library
- [List available AI skills](https://docs.holistics.io/api/v2/reference/ai-skills.md): List available AI skills
- [Chat with Holistics AI](https://docs.holistics.io/api/v2/reference/ai-submit-chat.md): Chat with Holistics AI
- [Generate insight for a conversation](https://docs.holistics.io/api/v2/reference/ai-submit-generate-conversation-insight.md): Generate insight for a conversation
- [Update a conversation](https://docs.holistics.io/api/v2/reference/ai-update-conversation.md): Update a conversation
- [Publish the AML Project to Production](https://docs.holistics.io/api/v2/reference/aml-studio-projects-submit-deploy.md): Publish the AML Project to Production
- [Validate AML Project](https://docs.holistics.io/api/v2/reference/aml-studio-projects-submit-validate.md): Validate AML Project
- [Delete a Dashboard Widget](https://docs.holistics.io/api/v2/reference/dashboard-widgets-delete.md): Delete a Dashboard Widget
- [Get a Dashboard Widget](https://docs.holistics.io/api/v2/reference/dashboard-widgets-get.md): Get a Dashboard Widget
- [Export a Dashboard Widget](https://docs.holistics.io/api/v2/reference/dashboard-widgets-submit-export.md): See more details on how to export a widget at [Get Data](/api/v2/get-data). When the Job is finished, you can download the exported file using the ...
- [Dashboard Widgets](https://docs.holistics.io/api/v2/reference/dashboard-widgets.md): Dashboard Widgets
- [Build a Dashboard URL with preset filter states](https://docs.holistics.io/api/v2/reference/dashboards-build-url.md): Build a Dashboard URL with preset filter states
- [Clone a canvas dashboard](https://docs.holistics.io/api/v2/reference/dashboards-clone-canvas-dashboard.md): Clone a canvas dashboard
- [Delete a Dashboard](https://docs.holistics.io/api/v2/reference/dashboards-delete.md): Delete a Dashboard
- [Get a Dashboard](https://docs.holistics.io/api/v2/reference/dashboards-get.md): Get a Dashboard
- [List all dashboards metadata](https://docs.holistics.io/api/v2/reference/dashboards-list-metadata.md): List all dashboards metadata
- [List Dashboards](https://docs.holistics.io/api/v2/reference/dashboards-list.md): List Dashboards
- [Preload a Dashboard](https://docs.holistics.io/api/v2/reference/dashboards-submit-preload.md): Preload a Dashboard by executing its widgets (using the submitted filter conditions, or default filter conditions if not submitted) and storing the...
- [Dashboards](https://docs.holistics.io/api/v2/reference/dashboards.md): Dashboards
- [Create a Data Alert](https://docs.holistics.io/api/v2/reference/data-alerts-create.md): Create a Data Alert
- [Delete a Data Alert](https://docs.holistics.io/api/v2/reference/data-alerts-delete.md): Delete a Data Alert
- [Get a Data Alert](https://docs.holistics.io/api/v2/reference/data-alerts-get.md): Get a Data Alert
- [List Data Alerts](https://docs.holistics.io/api/v2/reference/data-alerts-list.md): List Data Alerts
- [Execute a Test Data Alert](https://docs.holistics.io/api/v2/reference/data-alerts-submit-execute-test.md): Execute a Test Data Alert
- [Execute a Data Alert](https://docs.holistics.io/api/v2/reference/data-alerts-submit-execute.md): Execute a Data Alert
- [Update a Data Alert](https://docs.holistics.io/api/v2/reference/data-alerts-update.md): Update a Data Alert
- [Data Alerts](https://docs.holistics.io/api/v2/reference/data-alerts.md): Data Alerts
- [Validate data model persistence custom DDL](https://docs.holistics.io/api/v2/reference/data-model-persistences-validate-ddl.md): Validate data model persistence custom DDL
- [List Data Models](https://docs.holistics.io/api/v2/reference/data-models-list.md): List Data Models
- [Create a Data Schedule](https://docs.holistics.io/api/v2/reference/data-schedules-create.md): Create a Data Schedule
- [Delete a Data Schedule](https://docs.holistics.io/api/v2/reference/data-schedules-delete.md): Delete a Data Schedule
- [Get a Data Schedule](https://docs.holistics.io/api/v2/reference/data-schedules-get.md): Get a Data Schedule
- [List Data Schedules](https://docs.holistics.io/api/v2/reference/data-schedules-list.md): List Data Schedules
- [Execute a Test Data Schedule](https://docs.holistics.io/api/v2/reference/data-schedules-submit-execute-test.md): Execute a Test Data Schedule
- [Execute a Data Schedule](https://docs.holistics.io/api/v2/reference/data-schedules-submit-execute.md): Execute a Data Schedule
- [Update a Data Schedule](https://docs.holistics.io/api/v2/reference/data-schedules-update.md): Update a Data Schedule
- [Data Schedules](https://docs.holistics.io/api/v2/reference/data-schedules.md): Data Schedules
- [Delete a Data Set](https://docs.holistics.io/api/v2/reference/data-sets-delete.md): We do not support deleting data set created from AML yet, try deleting it from Development. Send your request to support@holistics.io if you have a...
- [Get a Data Set](https://docs.holistics.io/api/v2/reference/data-sets-get.md): Get a Data Set
- [Get a SQL of a query on a dataset](https://docs.holistics.io/api/v2/reference/data-sets-sql.md): Get a SQL of a query on a dataset
- [Run query on a dataset](https://docs.holistics.io/api/v2/reference/data-sets-submit-query.md): Run query on a dataset
- [Bust Exploration Cache (Beta)](https://docs.holistics.io/api/v2/reference/data-sources-bust-exploration-cache.md): *This feature is currently in Beta.*
- [Delete a Data Source](https://docs.holistics.io/api/v2/reference/data-sources-delete.md): Delete a Data Source
- [Get a Data Source](https://docs.holistics.io/api/v2/reference/data-sources-get.md): Get a Data Source
- [Update a Data Source](https://docs.holistics.io/api/v2/reference/data-sources-update.md): Update a Data Source
- [Upload Multiple dbt manifest.json Files](https://docs.holistics.io/api/v2/reference/data-sources-upload-multiple-dbt-manifests.md): Upload multiple dbt manifest.json files for a data source atomically.
- [Get object's downstream dependencies](https://docs.holistics.io/api/v2/reference/dependencies-downstream-dependencies.md): Get object's downstream dependencies
- [Dependencies](https://docs.holistics.io/api/v2/reference/dependencies.md): Dependencies
- [Development](https://docs.holistics.io/api/v2/reference/development.md): Development
- [Create a Shortened embed token](https://docs.holistics.io/api/v2/reference/embed-shorten-token.md): Use this API to [shorten the embed token](/embedded/faqs#i-received-an-error-414-request-uri-too-large-error) if the URL exceeds the browser's size...
- [Embed](https://docs.holistics.io/api/v2/reference/embed.md): Embed
- [Download an exported file](https://docs.holistics.io/api/v2/reference/exports-download.md): Download an exported file
- [Exports](https://docs.holistics.io/api/v2/reference/exports.md): Exports
- [Process GitHub App webhook events](https://docs.holistics.io/api/v2/reference/git-webhooks-github-app-event.md): Endpoint for receiving webhook events from the GitHub App integration.
- [Process GitHub webhook events](https://docs.holistics.io/api/v2/reference/git-webhooks-github-event.md): Endpoint for receiving GitHub webhook events related to pull requests and push events. Used for AmlStudio PR workflow integration.
- [Process GitLab webhook events](https://docs.holistics.io/api/v2/reference/git-webhooks-gitlab-event.md): Endpoint for receiving GitLab webhook events related to merge requests and push events. Used for AmlStudio PR workflow integration.
- [Add a User to a Group](https://docs.holistics.io/api/v2/reference/groups-add-user.md): Add a User to a Group
- [Create a Group](https://docs.holistics.io/api/v2/reference/groups-create.md): Create a Group
- [Delete a Group](https://docs.holistics.io/api/v2/reference/groups-delete.md): Delete a Group
- [Get a Group](https://docs.holistics.io/api/v2/reference/groups-get.md): Get a Group
- [List Groups](https://docs.holistics.io/api/v2/reference/groups-list.md): List Groups
- [Remove a User from a Group](https://docs.holistics.io/api/v2/reference/groups-remove-user.md): Remove a User from a Group
- [Update a Group](https://docs.holistics.io/api/v2/reference/groups-update.md): Update a Group
- [Groups](https://docs.holistics.io/api/v2/reference/groups.md): Groups
- [Holistics API](https://docs.holistics.io/api/v2/reference/holistics-api.md): Using these APIs, you can programmatically work with Holistics - retrieve report data, trigger schedules, manage users, and more.
- [List Job's queues](https://docs.holistics.io/api/v2/reference/job-queues-list.md): List Job's queues
- [Get Job's logs](https://docs.holistics.io/api/v2/reference/jobs-get-logs.md): Get Job's logs
- [Get Job result](https://docs.holistics.io/api/v2/reference/jobs-get-result.md): Fetch the result data of a Job.
- [Get a Job](https://docs.holistics.io/api/v2/reference/jobs-get.md): Get a Job
- [List Jobs](https://docs.holistics.io/api/v2/reference/jobs-list.md): List Jobs
- [Jobs](https://docs.holistics.io/api/v2/reference/jobs.md): Jobs
- [Submit tool call](https://docs.holistics.io/api/v2/reference/mcp-submit-tool-call.md): Submit tool call
- [List available tools](https://docs.holistics.io/api/v2/reference/mcp-tools.md): List available tools
- [Get a Query Report](https://docs.holistics.io/api/v2/reference/query-reports-get.md): Get a Query Report
- [Create a Shareable Link](https://docs.holistics.io/api/v2/reference/shareable-links-create.md): Create a Shareable Link
- [Delete a Shareable Link](https://docs.holistics.io/api/v2/reference/shareable-links-delete.md): Delete a Shareable Link
- [Get a Shareable Link](https://docs.holistics.io/api/v2/reference/shareable-links-get.md): Get a Shareable Link
- [List Shareable Links](https://docs.holistics.io/api/v2/reference/shareable-links-list.md): List Shareable Links
- [Update a Shareable Link](https://docs.holistics.io/api/v2/reference/shareable-links-update.md): Update a Shareable Link
- [List all production tags](https://docs.holistics.io/api/v2/reference/tagging-system-list.md): Use this API to list all tags that are available in your [production tags.aml file](/docs/find-organize/tags#create-tags).
- [Get all AML objects that are recommended to be archived](https://docs.holistics.io/api/v2/reference/tagging-system-recommend-archivable-objects.md): Return a list of AML dashboards and datasets which have not been viewed for more than 30 days
- [Add tags to an object](https://docs.holistics.io/api/v2/reference/tagging-system-submit-add-object-tags.md): Add tags to an object
- [Remove tags from an object](https://docs.holistics.io/api/v2/reference/tagging-system-submit-remove-object-tags.md): Remove tags from an object
- [Tagging System](https://docs.holistics.io/api/v2/reference/tagging-system.md): Tagging System
- [Compute User Attribute Values](https://docs.holistics.io/api/v2/reference/user-attribute-entries-computed-values.md): Compute User Attribute Values
- [List User Attribute Entries](https://docs.holistics.io/api/v2/reference/user-attribute-entries-list.md): List User Attribute Entries
- [Upsert User Attribute Entries](https://docs.holistics.io/api/v2/reference/user-attribute-entries-upsert.md): Upsert User Attribute Entries
- [Create a User Attribute](https://docs.holistics.io/api/v2/reference/user-attributes-create.md): Create a User Attribute
- [Delete a User Attribute](https://docs.holistics.io/api/v2/reference/user-attributes-delete.md): Delete a User Attribute
- [List User Attributes](https://docs.holistics.io/api/v2/reference/user-attributes-list.md): List [User Attributes](/docs/admin/user-attributes) including [System Attributes](/docs/admin/user-attributes#system-user-attributes)
- [Update a User Attribute](https://docs.holistics.io/api/v2/reference/user-attributes-update.md): Update a User Attribute
- [Check if email address is used](https://docs.holistics.io/api/v2/reference/users-check-holistics-user.md): Check if the specified email address is already used for a User in your Holistics workspace.
- [Delete a User (soft-delete)](https://docs.holistics.io/api/v2/reference/users-delete.md): Revoke a User from accessing and using Holistics. <br/>Note: The soft-deleted User will still retain ownership of their resources. You can contact ...
- [Invite Users](https://docs.holistics.io/api/v2/reference/users-invite.md): Invite Users
- [List Users](https://docs.holistics.io/api/v2/reference/users-list.md): List Users
- [Get currently authorized User](https://docs.holistics.io/api/v2/reference/users-me.md): Get currently authorized User
- [Resend invitation to User](https://docs.holistics.io/api/v2/reference/users-resend-invite.md): Resend invitation to User
- [Restore a Deleted User](https://docs.holistics.io/api/v2/reference/users-restore.md): Restore a Deleted User
- [Revoke User API Key](https://docs.holistics.io/api/v2/reference/users-revoke-authentication-token.md): Admin can revoke all users' tokens. Users can revoke their tokens.
- [Update a User](https://docs.holistics.io/api/v2/reference/users-update.md): Update a User
- [Users](https://docs.holistics.io/api/v2/reference/users.md): Users
- [Migrating to 4.0](https://docs.holistics.io/as-code/3.0-to-4.0-migration.md): Learn how you can migrate from Holistics 3.0 to 4.0 with the added functionalities: analytics as-code, Git version control, query parameters, etc
- [AML Overview](https://docs.holistics.io/as-code/aml.md): Analytical Modeling Language (AML) is used to describe data semantic model and business metrics within Holistics.
- [AML Reusability Guide](https://docs.holistics.io/as-code/aml/reusability-guide.md): Guide to utilize AML's Reusability Features
- [AML Reusability Overview](https://docs.holistics.io/as-code/aml/reusability-overview.md): Overview of AML's Reusability Features and Use Cases
- [Build multiple pre-aggregates using AML Extend](https://docs.holistics.io/as-code/aml/use-cases/build-multiple-pre-aggregates.md): How to use AML Extend to conveniently build multiple PreAggregates with different time granularities
- [Define & reuse global SQL definitions](https://docs.holistics.io/as-code/aml/use-cases/const-reuse-sql-definitions.md): This document describes how to use AML Constant to define SQL definitions globally and reuse them in data models
- [Create new models from existing dimensions and measures](https://docs.holistics.io/as-code/aml/use-cases/extend-create-new-models-on-the-fly.md): This document describes how to use AML Extend to create a new data model from existing models
- [Implement Reusable Metric Store](https://docs.holistics.io/as-code/aml/use-cases/extend-metric-store.md): This document describes how to use AML Extend to reuse metrics
- [Expose different data to different teams](https://docs.holistics.io/as-code/aml/use-cases/extend-reuse-modify-expose-data.md): This document describes how to use AML Extend to expose different data for different teams
- [Reuse models but dynamically modify dimensions](https://docs.holistics.io/as-code/aml/use-cases/extend-reuse-modify-values.md): This document describes how to use AML Extend to reuse a data model but modify its fields
- [AML vs YAML](https://docs.holistics.io/as-code/amql/aml-vs-yaml.md): AML is a purpose-built typed language for analytics modeling. This page is the structural argument for why we didn't use YAML, and why YAML-based '...
- [Basic Concepts](https://docs.holistics.io/as-code/amql/aql-basic-concepts.md): Definitions of core AQL concepts in Holistics, including expressions, models, iteration, origin models, and cross-model references.
- [Data Modeling with AQL](https://docs.holistics.io/as-code/amql/aql-basic-modeling.md): Learn how data models represent business entities in Holistics and how measures and dimensions work together to give your metrics meaning.
- [Origin Model](https://docs.holistics.io/as-code/amql/aql-concepts-origin.md): Understand how AQL transformations like select and filter retain the origin model, preserving model context that plain SQL queries lose.
- [Design Principles](https://docs.holistics.io/as-code/amql/design-principles.md): Underlying principles and philosophy behind how AMQL is designed
- [What is AMQL?](https://docs.holistics.io/as-code/amql.md): AMQL is the analytics-as-code language behind Holistics' expressive semantic layer. AML defines models and metrics declaratively; AQL queries them ...
- [AQL Functions Cheatsheet](https://docs.holistics.io/reference/aql/functions.md): Flat scannable index of every AQL function. Ctrl-F to find one; click the name for full docs and examples.
- [AQL Cheatsheet - Operators](https://docs.holistics.io/reference/aql/operators.md): Quick Reference for AQL Operators
- [AQL vs SQL](https://docs.holistics.io/as-code/aql/aql-vs-sql.md): AQL is a purpose-built query language for analytics. This page is the structural argument for why SQL (designed in the 1970s for querying tables) i...
- [AQL Best Practices](https://docs.holistics.io/as-code/aql/best-practices.md): Advisory guidance for writing AQL: model design, metric design, performance, and the SQL-to-AQL pitfalls that catch people most often.
- [Cohort Retention](https://docs.holistics.io/as-code/aql/cookbook/aql-cohort-retention.md): This step-by-step tutorial helps you understand and apply AQL for solving the Cohort Retention Analysis use case
- [Cumulative Metrics](https://docs.holistics.io/as-code/aql/cookbook/aql-cumulative-metrics.md): Build cumulative metrics over time with AQL's running_total(), including worked examples for running totals and cumulative averages broken down by ...
- [Customer Order Frequency](https://docs.holistics.io/as-code/aql/cookbook/aql-customer-order-frequency.md): Build a cumulative order-frequency chart in AQL using dimensionalize, percent-of-total, and running_total to show how item counts distribute across...
- [Moving Average](https://docs.holistics.io/as-code/aql/cookbook/aql-moving-average.md): Smooth a time series with a 3-month moving average: using trailing_period() for calendar-based windows or window_avg() for row-based windows.
- [Multi-Period KPI Summary](https://docs.holistics.io/as-code/aql/cookbook/aql-multi-period-kpi-summary.md): Build report showing key business metrics (like GMV, AOV, and Total Orders) across time windows like Week, MTD, and YTD: all in one summary table.
- [Nested Aggregation](https://docs.holistics.io/as-code/aql/cookbook/aql-nested-aggregation.md): A worked cookbook example: aggregate an order-level metric up to the user grain, then take the max per country.
- [Percent of Total](https://docs.holistics.io/as-code/aql/cookbook/aql-percent-of-total.md): A detailed walkthrough on how to calculate the distribution of a metric using AQL.
- [Period Comparison](https://docs.holistics.io/as-code/aql/cookbook/aql-period-comparison.md): AQL techniques for comparing metrics across time periods in code, covering relative offsets, fixed date ranges, granularity control, and CAGR calcu...
- [Ranking](https://docs.holistics.io/as-code/aql/cookbook/aql-rank.md): Rank items in AQL using rank() and ntile(): globally, within partitions, as a fixed dimension, or grouped into performance tiers such as quartiles ...
- [Semi-Additive Calculation](https://docs.holistics.io/as-code/aql/cookbook/aql-semi-additive-calculation.md): Some metrics aggregate correctly across most dimensions but not time, and this walks through two AQL approaches using a bank balance as the worked ...
- [Level of Detail Patterns](https://docs.holistics.io/as-code/aql/cookbook/level-of-detail.md): Worked examples of Level of Detail in AQL: nested aggregation, dimensionalize(), customer segmentation flags, and is_at_level() for per-level perce...
- [Metrics by Example](https://docs.holistics.io/as-code/aql/cookbook/metrics-by-example.md): Find the AQL pattern that fits your question: by intent, by metric shape, or by copy-paste snippet. Built on a shared e-commerce schema.
- [Enabling AQL for Legacy Users](https://docs.holistics.io/as-code/aql/enabling-aql.md): A guide for legacy users on how to enable AQL for their datasets using version flagging.
- [Learn AQL from SQL background](https://docs.holistics.io/as-code/aql/from-sql.md): Learn how to transform your SQL analytics workflow into AQL's metric-centric approach
- [Cross-model queries](https://docs.holistics.io/as-code/aql/learn/cross-model.md): Reference columns from related models without writing joins. AQL uses the relationships from your dataset to figure out the path.
- [Defining a metric](https://docs.holistics.io/as-code/aql/learn/defining-a-metric.md): A metric is an aggregation you've named. Once named, you can reuse it across reports and compose it into bigger metrics.
- [Filtering](https://docs.holistics.io/as-code/aql/learn/filtering.md): AQL has two filter functions: where() and filter(). They look similar but solve different problems.
- [Grouping and aggregation](https://docs.holistics.io/as-code/aql/learn/grouping.md): group() collapses rows by a dimension. Combined with an aggregator like sum() or count(), it produces one number per group.
- [Level of detail](https://docs.holistics.io/as-code/aql/learn/level-of-detail.md): Sometimes a metric needs to be calculated at a different grain than the report it appears in. Level-of-detail functions let you override that grain.
- [Metric context](https://docs.holistics.io/as-code/aql/learn/metric-context.md): A metric doesn't carry a fixed value. It gets evaluated against the dimensions and filters around it. That surrounding state is the metric's context.
- [Nested aggregation](https://docs.holistics.io/as-code/aql/learn/nested-aggregation.md): Sometimes you need to aggregate the results of an aggregation. AQL handles this with the group() + select() pattern inside another aggregator.
- [The pipe operator](https://docs.holistics.io/as-code/aql/learn/pipe.md): The pipe operator (|) chains AQL expressions left-to-right. It's the single biggest thing that makes AQL read differently from SQL.
- [Tables and rows](https://docs.holistics.io/as-code/aql/learn/tables-and-rows.md): AQL operates on tables, one row at a time. Understanding the 'current row' is the foundation for everything else.
- [Time comparisons](https://docs.holistics.io/as-code/aql/learn/time-comparisons.md): Year-over-year, month-over-month, period-to-date: all expressed as 'evaluate this metric in a shifted time context'.
- [What AQL is for](https://docs.holistics.io/as-code/aql/learn/what-aql-is-for.md): AQL exists to define and query metrics: reusable aggregations that adapt to wherever you drop them. Everything else in Foundations is the plumbing ...
- [AQL in 30 minutes](https://docs.holistics.io/as-code/aql/learn-in-30-minutes.md): A skim-friendly tour of AQL. Each section is a 30-second preview with a deep link to the full Learn page.
- [Order of Operations](https://docs.holistics.io/as-code/aql/order-of-operations.md): When filters fire, when metrics evaluate, and why an of_all() can make a dimension filter look ignored.
- [AQL Overview](https://docs.holistics.io/as-code/aql.md): AQL is Holistics' purpose-built query language where metrics are first-class composable objects. It's the mechanism behind the expressive semantic ...
- [AQL Validation Rules](https://docs.holistics.io/as-code/aql/validation-rules.md): Hard constraints that AQL expressions must follow. Violating these either fails validation or produces deterministically wrong results.
- [Where to define AQL expressions](https://docs.holistics.io/as-code/aql/where-to-define-aql.md): Decide whether an AQL metric or dimension belongs on a model, on a dataset, or in an ad-hoc exploration.
- [Cohort Analysis](https://docs.holistics.io/as-code/guides/aql-cohort-analysis.md): This step-by-step tutorial helps you understand and apply AQL for solving the Cohort Analysis use case
- [Cross-Model Calculation](https://docs.holistics.io/as-code/guides/aql-cross-model-calculation.md): Write AQL dimensions and measures that reference fields from related models, so calculations like quantity × price can pull data across your whole ...
- [Relationship Ambiguity](https://docs.holistics.io/as-code/guides/aql-multi-relationships.md): Multiple relationships between the same models cause join path ambiguity in AQL, and with_relationships() lets you specify the correct one per metric.
- [Common Relationships Problems](https://docs.holistics.io/as-code/reference/common-relationships-problems.md): Fix two common data model problems: unconnected models that break filters or duplicate metrics, and ambiguous joins that send AQL down the wrong path.
- [AQL Troubleshooting](https://docs.holistics.io/as-code/reference/troubleshooting.md): Trace AQL errors to their source, diagnose unexpected results (ambiguous joins, unconnected models, LOD), and use the AMQL sandbox to isolate and t...
- [Dashboard best practices](https://docs.holistics.io/best-practices/dashboard.md): Practical guidelines for building Holistics dashboards that are easy to read and fast, covering layout, chart selection, number formatting, and per...
- [Tips on Designing Models](https://docs.holistics.io/best-practices/modeling/design-models.md): General best practice on designing models in Holistics
- [Introduction](https://docs.holistics.io/best-practices/modeling/intro.md): An overview of why data modeling skills matter in Holistics, with a quick-start workflow diagram and a pointer to the docs that explain the modelin...
- [Model & Field Naming Convention](https://docs.holistics.io/best-practices/modeling/meaning-name.md): Naming and labeling conventions for Holistics models and fields, including casing rules, plural forms, dim/fact prefixes, and label formatting for ...
- [Organize AML Project](https://docs.holistics.io/best-practices/modeling/organize-project.md): General best practices and tips to organize your AML project
- [How to use Query Models](https://docs.holistics.io/best-practices/modeling/write-transform.md): General discussion and best practices on when to use Query Model
- [Tagging best practices](https://docs.holistics.io/docs/tags/tips.md): Tips & best practices for when working with tags
- [Column-level permission](https://docs.holistics.io/docs/access-control/column-level-permission.md): Restrict access control at the column level with Holistics' Column-level Permission feature
- [Custom access request page](https://docs.holistics.io/docs/access-control/custom-access-request-page.md): Let users request access to restricted dashboards through customized forms and workflows
- [Database passthrough authentication for Databricks](https://docs.holistics.io/docs/access-control/database-passthrough-authentication/databricks.md): Set up database passthrough authentication for Databricks using custom OAuth
- [Database passthrough authentication](https://docs.holistics.io/docs/access-control/database-passthrough-authentication.md): Leverage your data warehouse security policies by authenticating users with their individual database credentials
- [Database passthrough authentication for Snowflake](https://docs.holistics.io/docs/access-control/database-passthrough-authentication/snowflake.md): Set up database passthrough authentication for Snowflake
- [Date-based access control](https://docs.holistics.io/docs/access-control/date-based-access-control.md): How to restrict specific date ranges for different users/usergroups in Holistics
- [Row-level permission (as-code)](https://docs.holistics.io/docs/access-control/row-level-permission-as-code.md): Control exactly who sees what by defining access rules directly in your dataset code, version-controlled and always in sync with your dataset.
- [Row-level permission](https://docs.holistics.io/docs/access-control/row-level-permission.md): Grant row-level data access to users based on user's attributes data
- [Account Setting](https://docs.holistics.io/docs/account-setting.md): Learn how you can customize your personal information in Holistics
- [Dashboard Actions](https://docs.holistics.io/docs/actions.md): Define specific actions that users can perform at the individual row level in Holistics
- [Ad-hoc Fields](https://docs.holistics.io/docs/ad-hoc-fields.md): Define ad-hoc fields when building reports
- [Color Palettes](https://docs.holistics.io/docs/admin/dashboard-themes/color-palettes.md): Define and apply custom color palettes to your charts and dashboards for consistent branding.
- [Custom CSS for Dashboards](https://docs.holistics.io/docs/admin/dashboard-themes/custom-css.md): Write custom CSS in your PageTheme to apply brand-specific styles to your dashboards, targeting custom classes, semantic classes, or specific eleme...
- [Dashboard Themes](https://docs.holistics.io/docs/admin/dashboard-themes.md): Customize dashboard styles, define dashboard themes
- [Theme Builder](https://docs.holistics.io/docs/admin/dashboard-themes/theme-builder.md): Build dashboard themes with Theme Builder Sandbox and apply them in Holistics
- [Using Custom Fonts in Dashboard Themes](https://docs.holistics.io/docs/admin/dashboard-themes/use-custom-fonts.md): Learn how to use custom fonts to give your dashboards a unique appearance
- [Impersonation](https://docs.holistics.io/docs/admin/impersonation.md): Learn how to log in as another user to test permission controls and access private resources.
- [Administration overview](https://docs.holistics.io/docs/admin.md): Configure, secure, and operate your Holistics workspace.
- [Maintenance mode](https://docs.holistics.io/docs/admin/maintenance-mode.md): Temporarily block non-admin members from accessing your Holistics workspace during downtime.
- [Manage users' personal content](https://docs.holistics.io/docs/admin/manage-users-personal-content.md): Learn how admins can directly access and manage content in users' personal workspaces without impersonation
- [Manage users](https://docs.holistics.io/docs/admin/manage-users.md): How admins invite, edit, and remove users in the Holistics User Management Dashboard.
- [Permission system](https://docs.holistics.io/docs/admin/permission-system.md): How Holistics's layered permission model works across workspaces, object-level access, and data-level controls.
- [Row limits](https://docs.holistics.io/docs/admin/row-limits.md): Default row limits Holistics applies when viewing and exporting data.
- [User attributes](https://docs.holistics.io/docs/admin/user-attributes/index.md): Learn how to use User Attributes in Holistics to control data access with Dataset's Row-level Permission
- [Use user attributes in AQL](https://docs.holistics.io/docs/admin/user-attributes/use-in-aql.md): Use user attributes in AQL to write conditional field logic that masks sensitive data or localizes values based on the current user's assigned attr...
- [User roles](https://docs.holistics.io/docs/admin/user-roles.md): Learn about the different user types in Holistics and how they can help you streamline your workflow
- [FAQs](https://docs.holistics.io/docs/aggregate-awareness/faqs.md): Aggregate Awareness - Frequently Asked Questions
- [Dimension Awareness](https://docs.holistics.io/docs/aggregate-awareness/dimension-awareness.md): Holistics aggregate awareness can perform smart aggregations when queried fields are present in the pre-aggregates
- [Join Awareness](https://docs.holistics.io/docs/aggregate-awareness/join-awareness.md): Holistics aggregate awareness can perform smart aggregations by utilizing existing relationship joins.
- [Metric Awareness](https://docs.holistics.io/docs/aggregate-awareness/metric-awareness.md): Holistics Aggregate Awareness can leverage pre-aggregates to efficiently calculate complex metrics, not just basic aggregations.
- [Aggregate Awareness](https://docs.holistics.io/docs/aggregate-awareness.md): Optimize the query time by automatically using the right pre-aggregates
- [Pre-aggregate Persistence](https://docs.holistics.io/docs/aggregate-awareness/persistence.md): Let Holistics create and manage pre-aggregated tables or connect existing external tables
- [Quick Start](https://docs.holistics.io/docs/aggregate-awareness/quick-start.md): Set up Aggregate Awareness in Holistics
- [Time-granularity Awareness](https://docs.holistics.io/docs/aggregate-awareness/time-granularity-awareness.md): Holistics can identify the pre-aggregated table at the right time granularity level based on the option that you configure in the pre-aggregate (mi...
- [Aggregating Data](https://docs.holistics.io/docs/aggregate-data.md): Aggregate dimensions in Holistics to create new temporary measure field
- [AI Settings](https://docs.holistics.io/docs/ai/ai-settings.md): Manage AI features, user access, data sharing, and LLM providers for your organization
- [Why Holistics AI is Reliable](https://docs.holistics.io/docs/ai/architecture.md): How Holistics AI works internally
- [Bring Your Own LLM](https://docs.holistics.io/docs/ai/bring-your-own-llm.md): Configure your own AI providers and preferred models for Holistics AI
- [What You Can Do with Holistics AI](https://docs.holistics.io/docs/ai/capabilities.md): Explore data, build dashboards, generate descriptions, and more with Holistics AI
- [Chat History](https://docs.holistics.io/docs/ai/chat-history.md): Access your previous AI conversations anytime
- [Conversation Context](https://docs.holistics.io/docs/ai/context/conversation-context.md): Add context directly in your AI conversations for more targeted answers
- [Custom Context](https://docs.holistics.io/docs/ai/context/custom-context.md): Define organization-wide context for Holistics AI using context.aml
- [What AI Uses for Context](https://docs.holistics.io/docs/ai/context/overview.md): Understand the types of context Holistics AI uses to deliver more accurate answers
- [Semantic and Reporting Layers](https://docs.holistics.io/docs/ai/context/semantic-and-reporting-layers.md): How your semantic layer powers Holistics AI and how to enrich it
- [AI Data Access & Policy](https://docs.holistics.io/docs/ai/data-access-and-policy.md): Data processing and sharing policies of Holistics AI
- [Enable AI](https://docs.holistics.io/docs/ai/enable-ai.md): Turn Holistics AI on or off for your organization or for specific features
- [What is Holistics AI](https://docs.holistics.io/docs/ai.md): AI analytics is only as trustworthy as the foundation it reasons from. Holistics AI reasons from your governed semantic layer using AQL, not from r...
- [ChatGPT](https://docs.holistics.io/docs/ai/mcp-server/chatgpt.md): Connect ChatGPT to your Holistics workspace via MCP.
- [Claude Code](https://docs.holistics.io/docs/ai/mcp-server/claude-code.md): Connect Claude Code to your Holistics workspace via MCP.
- [Claude (Web & Desktop)](https://docs.holistics.io/docs/ai/mcp-server/claude.md): Connect Claude.ai and Claude Desktop to your Holistics workspace via MCP.
- [Cursor](https://docs.holistics.io/docs/ai/mcp-server/cursor.md): Connect Cursor to your Holistics workspace via MCP.
- [Custom AI app](https://docs.holistics.io/docs/ai/mcp-server/custom-ai-app.md): Add Holistics MCP to a custom AI application built with the OpenAI Responses API to query data and run analytics.
- [FAQ](https://docs.holistics.io/docs/ai/mcp-server/faq.md): Common questions about data access, permissions, and security for Holistics MCP Server.
- [Overview](https://docs.holistics.io/docs/ai/mcp-server.md): Learn how Holistics AI is connected to external tools via MCP Server
- [Set up](https://docs.holistics.io/docs/ai/mcp-server/setup.md): Connection details and troubleshooting for the Holistics MCP Server.
- [Build an AI chatbot in Slack](https://docs.holistics.io/docs/ai/mcp-server/slack.md): Run a self-hosted Slack bot that connects to Holistics MCP so your team can query data directly from Slack.
- [MCP tool list](https://docs.holistics.io/docs/ai/mcp-server/tool-list.md): List of tools Holistics MCP Server makes available to your external AI apps
- [Run AI Functions in Your Data Warehouse](https://docs.holistics.io/docs/ai/run-ai-functions.md): Use AI functions supported by your data warehouse to analyze and enhance your data directly within queries
- [AI Skills](https://docs.holistics.io/docs/ai/skills.md): Reusable, packaged instructions that teach Holistics AI how to perform specific tasks quickly and consistently
- [User Access](https://docs.holistics.io/docs/ai/user-access.md): Control which users in your organization can access Holistics AI
- [Analytics-as-Code](https://docs.holistics.io/docs/analytics-as-code.md): Analytics-as-code is the durability backbone behind Holistics' expressive semantic layer. Every definition is code, version-controlled, and reviewa...
- [Two-factor authentication (2FA)](https://docs.holistics.io/docs/authentication/2fa.md): Two-factor authentication (2FA) adds an extra layer of security to your Holistics account.
- [Authentication methods](https://docs.holistics.io/docs/authentication/index.md): Configure and manage authentication methods for your Holistics account
- [SSO integration with Microsoft Entra ID (Azure AD)](https://docs.holistics.io/docs/authentication/sso/entra-id.md): Step-by-step guide to configure SAML Single Sign-On (SSO) between Holistics and Microsoft Entra ID (formerly Azure AD).
- [SAML/SSO authentication](https://docs.holistics.io/docs/authentication/sso.md): Holistics's SSO Configuration feature, including SAML support, offers simple and secure way to manage user authentication
- [SSO integration with Okta](https://docs.holistics.io/docs/authentication/sso/okta.md): Learn how to integrate Okta with Holistics to simplify user authentication and management
- [Set up SCIM with Okta](https://docs.holistics.io/docs/authentication/sso/scim-okta.md): Step-by-step guide to configure SCIM provisioning between Okta and Holistics
- [Auto-provisioning Holistics users with SCIM](https://docs.holistics.io/docs/authentication/sso/scim.md): Automatically sync users and groups between your identity provider and Holistics using SCIM
- [Billing and invoicing](https://docs.holistics.io/docs/billing-and-subscriptions/billing.md): This guide contains instructions for billing operations for Holistics customers
- [Manage your subscription](https://docs.holistics.io/docs/billing-and-subscriptions/manage-subscription.md): This documentation provides answers to your questions related to subscription management, including instructions on cancelling or pausing your plan.
- [Proration of subscription fees](https://docs.holistics.io/docs/billing-and-subscriptions/proration.md): This explains how Holistics' Fair Pricing Policy works
- [Subscribe to a paid plan](https://docs.holistics.io/docs/billing-and-subscriptions/subscribe-to-a-plan.md): This guide contains instructions for subscriptions operations for Holistics customers
- [Business Calculation (Legacy)](https://docs.holistics.io/docs/business-calculation.md): Business Calculation is one type of the custom fields in Holistics computed on the result-set from your exploration activities
- [Start building with Calculation Builder](https://docs.holistics.io/docs/calculation-builder/start-building.md): Open the Calculation Builder, browse available calculations, create metrics with AI, and inspect the generated AQL.
- [Calculation Builder](https://docs.holistics.io/docs/calculation-builder.md): Reference for the no-code Calculation Builder: how to build each calculation in the UI and how common metric settings affect the result.
- [Build Reusable Dashboards for Multiple Clients](https://docs.holistics.io/docs/canvas-dashboard/build-resuable-dashboards-for-multiple-clients.md): Build reusable chart components that can be customized for each client
- [Build a Dashboard with Multiple Similar Charts](https://docs.holistics.io/docs/canvas-dashboard/build-similar-dashboards.md): How to build a dashboard with multiple similar charts without code duplication
- [Development workflows](https://docs.holistics.io/docs/canvas-dashboard/create-edit-canvas-dashboard/development-workflows.md): Canvas Dashboard gives greater control over the presentation of information. You can easily develop a wide range of presentations to satisfy your r...
- [Developing in the Development workspace](https://docs.holistics.io/docs/canvas-dashboard/create-edit-canvas-dashboard/in-development.md): For more complex updates involving multiple files or when you need team review, it's recommended to work in the Development workspace.
- [Developing in Reporting](https://docs.holistics.io/docs/canvas-dashboard/create-edit-canvas-dashboard/in-reporting.md): If your changes are minor and only affect a single dashboard, editing directly in production can be the quickest way to get them live.
- [Building a Reusable Library of Dashboard Blocks](https://docs.holistics.io/docs/canvas-dashboard/guides/build-library-blocks.md): Learn how to create reusable components that your dashboard builders can leverage and customize
- [Embed External Content in Dashboards](https://docs.holistics.io/docs/canvas-dashboard/guides/embed-external-content.md): Learn how to embed external content and enrich your dashboards with context
- [Mobile responsiveness in Canvas dashboard](https://docs.holistics.io/docs/canvas-dashboard/mobile-responsive.md): Canvas dashboards stack blocks into a single column on mobile, with three layout modes (auto, manual, none) to control how your desktop design adapts.
- [Building Reusable Components in Canvas Dashboard](https://docs.holistics.io/docs/canvas-dashboard/reusable-components.md): With Canvas Dashboards As Code, you can define and reuse components in the dashboard like charts and filters.
- [Text Block in Canvas Dashboard](https://docs.holistics.io/docs/canvas-dashboard/text-block.md): Canvas Dashboard gives greater control over the presentation of information. You can easily develop a wide range of presentations to satisfy your r...
- [Area Chart](https://docs.holistics.io/docs/charts/area-chart.md): This documentation contains information on what is an area chart, when to use area chart visualization, how to create a bar chart in Holistics, and...
- [Bar Chart](https://docs.holistics.io/docs/charts/bar-chart.md): This documentation contains information on what a bar chart is, when to use bar chart visualization, how to create a bar chart in Holistics as well...
- [Bubble Chart](https://docs.holistics.io/docs/charts/bubble-chart.md): This documentation contains information on what a bubble chart is, when to use bubble chart visualization, and how to create a bubble chart in Holi...
- [Cohort Retention](https://docs.holistics.io/docs/charts/cohort-retention.md): This documentation contains information on what cohort retention visualization is, when should cohort retention be used, and how to create a cohort...
- [Column Chart](https://docs.holistics.io/docs/charts/column-chart.md): Set up column charts in Holistics, including when to use them over bar charts, how to configure axes and legends, and how to avoid common display i...
- [Combination Chart](https://docs.holistics.io/docs/charts/combination-chart.md): Easily compare multiple measures on a single chart with a Combination Chart
- [Conversion Funnel (Legacy)](https://docs.holistics.io/docs/charts/conversion-funnel-legacy.md): Visualize and optimize your business processes with Conversion Funnel - a powerful tool to track and improve conversion rates.
- [Conversion Funnel](https://docs.holistics.io/docs/charts/conversion-funnel.md): Visualize and optimize your business processes with Conversion Funnel - a powerful tool to track and improve conversion rates.
- [AML Custom Chart](https://docs.holistics.io/reference/aml/custom-chart.md): Reference syntax for CustomChartDef (chart template) and CustomChart (viz usage) AML objects.
- [Custom Charts](https://docs.holistics.io/docs/charts/custom-charts.md): Create custom, reusable chart templates with Holistics' Custom Charts feature using Vega or Vega-lite and Holistics syntax.
- [Custom Chart Library — template store (not published)](https://docs.holistics.io/docs/charts/custom-charts/library/_templates/README.md): Internal storage for the Custom Chart Library templates: one folder per chart with
- [Annotated Time Series](https://docs.holistics.io/docs/charts/custom-charts/library/annotated-time-series.md): A line chart with labeled event markers, so viewers can connect metric movements to campaigns, releases, and incidents.
- [Bar Chart with Average Line](https://docs.holistics.io/docs/charts/custom-charts/library/bar-chart-with-average-line.md): A custom chart template that adds a horizontal average line to a bar chart, so viewers can instantly see how each value compares to the overall ave...
- [Bar Chart with Running Average Line](https://docs.holistics.io/docs/charts/custom-charts/library/bar-chart-with-running-average-line.md): A chart template that overlays a running average line on a bar chart, so you can compare period-by-period values against a smoothed trend in a sing...
- [Box Plot](https://docs.holistics.io/docs/charts/custom-charts/library/box-plot.md): Box plot summarize the distribution of quantitative values by visualizing the median, first and third quartile in a single chart.
- [Bubble Plot](https://docs.holistics.io/docs/charts/custom-charts/library/bubble-chart.md): Bubble plot visualize the magnitude of a measurement using the size of the circle.
- [Bullet Chart](https://docs.holistics.io/docs/charts/custom-charts/library/bullet-chart.md): A bullet chart shows a measure against a target and qualitative ranges, packing KPI-versus-goal context into a compact bar.
- [Bump Chart](https://docs.holistics.io/docs/charts/custom-charts/library/bump-chart.md): A bump chart tracks how categories rank against each other over time, highlighting overtakes and trend reversals.
- [Candlestick Chart](https://docs.holistics.io/docs/charts/custom-charts/library/candlestick-chart.md): Candlestick chart is essentially multiple box plots placed next to one another into a sequence. It is often employed in to visualize price movement...
- [Chord Diagram](https://docs.holistics.io/docs/charts/custom-charts/library/chord-diagram.md): Chord Diagram visualizes flows, directions and magnitude between a set of categories.
- [Control Chart (XmR)](https://docs.holistics.io/docs/charts/custom-charts/library/control-chart.md): An XmR process behaviour chart that separates routine variation from real change, flagging signals with three detection rules.
- [Gauge Chart](https://docs.holistics.io/docs/charts/custom-charts/library/custom-gauge.md): Gauge charts are effective in visualizing metrics in comparison to a threshold to monitor progress or benchmark against a target.
- [Density Contour Plot](https://docs.holistics.io/docs/charts/custom-charts/library/density-contour-chart.md): A density contour plot overlays per-group 2D density contours on a scatter plot, revealing where observations cluster across two metrics and how gr...
- [Diverging Bar Chart](https://docs.holistics.io/docs/charts/custom-charts/library/diverging-bar-chart.md): A diverging bar chart splits positive and negative values around a zero baseline, ideal for variance against budget or plan.
- [Error Bar](https://docs.holistics.io/docs/charts/custom-charts/library/error-bar.md): Error bar visualizes the uncertainty or degree of error in a reported measurement.
- [Faceted Sparkline](https://docs.holistics.io/docs/charts/custom-charts/library/faceted-sparkline.md): Compact line trends split into small multiples by category, laid out in a responsive grid that fills the widget.
- [Histogram](https://docs.holistics.io/docs/charts/custom-charts/library/histogram.md): Histogram group numerical values into discrete ranges (bins) and use bars to visualize the number of members in the bins.
- [Custom Chart Library](https://docs.holistics.io/docs/charts/custom-charts/library/index.md): Ready-to-use Custom Chart templates for distributions, hierarchies, KPIs, process monitoring, and more. Copy any definition into Holistics and map ...
- [Packed Bubble Chart](https://docs.holistics.io/docs/charts/custom-charts/library/packed_bubble.md): Packed Bubble Chart shows category magnitudes as circles sized by value, packed toward the center with a physics layout.
- [Pareto Chart](https://docs.holistics.io/docs/charts/custom-charts/library/pareto-chart.md): A Pareto chart combines sorted bars with a cumulative percentage line to show which categories contribute most of the total.
- [Radial Tree](https://docs.holistics.io/docs/charts/custom-charts/library/radial-tree-chart.md): A radial tree lays out hierarchical data as a node-link diagram radiating from a central root, built from a few hierarchy level columns.
- [Ridgeline Chart](https://docs.holistics.io/docs/charts/custom-charts/library/ridgeline-chart.md): A ridgeline chart compares the distribution of a numeric value across categories, drawing one overlapping density curve per category.
- [Sankey Chart](https://docs.holistics.io/docs/charts/custom-charts/library/sankey-chart.md): Sankey Chart visualizes the movement of a subject between its states, in which the width of the line between states correspond to the flow rate.
- [Slope Chart](https://docs.holistics.io/docs/charts/custom-charts/library/slope-chart.md): A slope chart compares each category's value at two points in time, making increases, decreases, and rank changes immediately visible.
- [Sunburst Chart](https://docs.holistics.io/docs/charts/custom-charts/library/sunburst-chart.md): Sunburst Chart shows hierarchical composition as concentric rings, with each level of the hierarchy radiating outward from the center.
- [Table Heatmap](https://docs.holistics.io/docs/charts/custom-charts/library/table-heatmap.md): Table Heatmap uses color to visualize the magnitude or intensity of a measurement in relation to two other dimensions.
- [Treemap](https://docs.holistics.io/docs/charts/custom-charts/library/treemap.md): Treemap displays hierarchical data as a set of nested rectangles.
- [Trellis Chart](https://docs.holistics.io/docs/charts/custom-charts/library/trellis-chart.md): A Trellis plot (or small multiple) is a series of similar plots that displays different subsets of the same data, facilitating comparison across su...
- [Waterfall Chart](https://docs.holistics.io/docs/charts/custom-charts/library/waterfall-chart.md): Waterfall Chart visualizes the cumulative effects of a sequence of positive and negative changes to a quantity.
- [Understand Custom Chart](https://docs.holistics.io/docs/charts/understand-custom-chart.md): Overview of a Custom Chart definition's structure, and how it works.
- [Customizing Chart’s Tooltips](https://docs.holistics.io/docs/charts/customizing-chart-tooltip.md): “”
- [Sorting Data in your Visualization](https://docs.holistics.io/docs/charts/data-sort.md): How to sort data in your visualization to present it in a more meaningful way
- [Calendar Heatmap](https://docs.holistics.io/docs/charts/dynamic-content-blocks/gallery/calendar-heatmap.md): A GitHub-style calendar heatmap that maps daily values onto a week-by-day grid with color intensity, perfect for spotting patterns across days and ...
- [Interactive Control Buttons](https://docs.holistics.io/docs/charts/dynamic-content-blocks/gallery/control-buttons.md): Clickable buttons that act as filter controls, allowing users to select options that filter other dashboard components.
- [Dumbbell Chart](https://docs.holistics.io/docs/charts/dynamic-content-blocks/gallery/dumbbell-chart.md): A custom visualization comparing two related metrics side-by-side, perfect for showing gaps between values like cart additions vs. purchases.
- [Executive Insights](https://docs.holistics.io/docs/charts/dynamic-content-blocks/gallery/executive-insights.md): Transform raw data into actionable narrative summaries with color-coded badges highlighting key metrics, trends, and opportunities.
- [Template Gallery](https://docs.holistics.io/docs/charts/dynamic-content-blocks/gallery/index.md): Ready-to-use Dynamic Content Block templates for executive insights, custom charts, product cards, user profiles, and interactive controls.
- [Metrics Tree](https://docs.holistics.io/docs/charts/dynamic-content-blocks/gallery/metrics-tree.md): A hierarchical tree visualization that maps how your key metrics break down and relate to each other, from a North Star metric down to its componen...
- [Product Cards Grid](https://docs.holistics.io/docs/charts/dynamic-content-blocks/gallery/product-cards.md): A responsive grid of product cards with images, metrics, and clean layouts for displaying multiple items at a glance.
- [Retention Heatmap](https://docs.holistics.io/docs/charts/dynamic-content-blocks/gallery/retention-heatmap.md): A cohort retention heatmap with dynamic color intensity that automatically adjusts to your data range, plus full control over the color scheme.
- [User Profile Card](https://docs.holistics.io/docs/charts/dynamic-content-blocks/gallery/user-profile.md): A detailed profile view combining images, metrics, and contact information in a polished card layout.
- [Getting Started with Dynamic Content Blocks](https://docs.holistics.io/docs/charts/dynamic-content-blocks/getting-started.md): Learn how to create your first Dynamic Content Block in a Canvas Dashboard with this step-by-step tutorial.
- [Dynamic Content Blocks](https://docs.holistics.io/docs/charts/dynamic-content-block.md): Create rich, data-driven content by combining your chart data with HTML or Markdown templates in Canvas Dashboards.
- [Template Syntax Reference](https://docs.holistics.io/docs/charts/dynamic-content-blocks/syntax-reference.md): Complete reference for Dynamic Content Block template syntax, including data access, loops, formatting, and troubleshooting.
- [Gauge Chart](https://docs.holistics.io/docs/charts/gauge-chart.md): This documentation contains information on what is a line chart, when to use gauge chart visualization, and how to create a gauge chart in Holistics
- [Geo Heatmap](https://docs.holistics.io/docs/charts/geo-heatmap.md): Build an interactive geographic heat map in Holistics that plots data points on a real map using latitude, longitude, weight, and label fields.
- [Visualizations](https://docs.holistics.io/docs/visualizations.md): Discover the comprehensive documentation on visualizations in Holistics. Simplify the process of creating effective visualizations for better data ...
- [Line Chart](https://docs.holistics.io/docs/charts/line-chart.md): This documentation contains information on what a line chart is, when to use line chart visualization, and how to create a line chart in Holistics
- [Set a Default Map View](https://docs.holistics.io/docs/charts/map/set-default-map-view.md): Learn how to set a custom default map view with a specific zoom level and center point for your users.
- [Geo Map Introduction](https://docs.holistics.io/docs/charts/map.md): Explore your data with Holistics' Geo Map visualization
- [KPI Metric](https://docs.holistics.io/docs/charts/metric-kpi.md): This documentation contains information on what a KPI Metric chart is, when to use KPI Metric chart visualization, and how to create a KPI Metric c...
- [Metric Sheets](https://docs.holistics.io/docs/charts/metric-sheets.md): Metric Sheets brings all of your key metrics into a spreadsheet-like view, allowing you to easily track and compare performance across time periods...
- [Pie Chart & Donut Chart](https://docs.holistics.io/docs/charts/pie-chart-donut-chart.md): This documentation contains information on what a pie chart/ donut chart is, when to use pie chart/ donut chart visualization, how to create a pie ...
- [Pivot Table](https://docs.holistics.io/docs/charts/pivot-table.md): How to use the powerful pivot table in Holistics
- [Pyramid chart & Funnel chart](https://docs.holistics.io/docs/charts/pyramid-chart-funnel-chart.md): Pyramid and funnel charts show proportional segments for hierarchical or sequential data, making it easy to spot category breakdowns or drop-offs a...
- [Radar Chart](https://docs.holistics.io/docs/charts/radar-chart.md): This documentation contains information on what a radar chart is, when to use radar chart visualization, and how to create a radar chart in Holistics
- [Scatter Chart](https://docs.holistics.io/docs/charts/scatter-chart.md): This documentation contains information on what a scatter chart is, when to use scatter chart visualization, and how to create a scatter chart in H...
- [Supported Location Formats](https://docs.holistics.io/docs/charts/map/supported-location-formats.md): Holistics supports a range of location formats for accurate data analysis. Discover which formats are supported in our comprehensive guide
- [Data Table](https://docs.holistics.io/docs/charts/table.md): Quickly compare and style your data with the Table visualization in Holistics
- [Word Cloud](https://docs.holistics.io/docs/charts/word-cloud.md): Quickly compare and style your data with the Word Cloud visualization in Holistics
- [CLI: AML commands](https://docs.holistics.io/docs/cli/aml.md): AML-related commands
- [CLI: dbt commands](https://docs.holistics.io/docs/cli/dbt.md): dbt-related CLI commands for Holistics
- [Holistics CLI](https://docs.holistics.io/docs/cli/index.md): Use Holistics CLI to interact with Holistics services.
- [CLI: sync-code](https://docs.holistics.io/docs/cli/sync-code.md): Sync local AML code with the Holistics cloud dev branch in continuous bidirectional sync.
- [Holistics CLI v1 (deprecated)](https://docs.holistics.io/docs/cli/v1.md): This page will guide you through setting up Holistics CLI - an interface to Holistics Data Preparation module (data transport, data transform, import)
- [Commenting System](https://docs.holistics.io/docs/commenting-on-reports-and-dashboards.md): Holistics offers a commenting system that enables users to provide feedback, ask questions, and discuss results directly on reports and dashboards
- [Allow Remote DB Connections](https://docs.holistics.io/docs/connect/allow-remote-connections.md): Configure your database to accept remote connections from Holistics by whitelisting the correct IP addresses and updating config files for PostgreS...
- [Direct Connection](https://docs.holistics.io/docs/connect/connect-direct.md): Set up a direct database connection in Holistics by creating a dedicated user, whitelisting Holistics IPs, and entering your credentials in Data So...
- [Automatic reverse SSH tunnel](https://docs.holistics.io/docs/connect/connect-tunnel/auto.md): Set up a reverse SSH tunnel with the Holistics-generated script.
- [Reverse SSH tunnel](https://docs.holistics.io/docs/connect/connect-tunnel/index.md): Use a reverse SSH tunnel to connect your database to Holistics when your database is behind a private network and you do not want to open inbound a...
- [Manual reverse SSH tunnel](https://docs.holistics.io/docs/connect/connect-tunnel/manual.md): Set up a reverse SSH tunnel manually when the automated script does not fit your environment.
- [Connect Database](https://docs.holistics.io/docs/connect.md): Connect your SQL database or data warehouse to Holistics via a direct connection or SSH tunnel, with support for Redshift, BigQuery, Snowflake, and...
- [Creating Dedicated Database User for Holistics](https://docs.holistics.io/docs/connect/create-db-user.md): SQL commands for creating a dedicated database user across MySQL, PostgreSQL, Oracle, and Redshift, with the right permissions for Holistics to que...
- [Connect to Amazon Athena](https://docs.holistics.io/docs/connect/databases/amazon-athena.md): Connect Holistics to Amazon Athena by setting up an IAM user with the right S3 and Athena permissions, then entering your credentials and result bu...
- [Connect to Azure MS SQL](https://docs.holistics.io/docs/connect/databases/azure-mssql.md): Connect your Azure MS SQL database to Holistics by whitelisting Holistics IP addresses, creating a dedicated database user, and filling in the conn...
- [Connect to BigQuery](https://docs.holistics.io/docs/connect/databases/bigquery.md): Set up a BigQuery connection in Holistics by creating a Google service account with the right IAM roles, generating a JSON key, and adding it as a ...
- [Connect to ClickHouse](https://docs.holistics.io/docs/connect/databases/clickhouse.md): Learn how to connect ClickHouse (Self-hosted or Cloud) to Holistics as a data source
- [Connect to Databricks](https://docs.holistics.io/docs/connect/databases/databricks.md): Learn how to connect Databricks to Holistics as a data source
- [Connect to MotherDuck](https://docs.holistics.io/docs/connect/databases/motherduck.md): Learn how to connect MotherDuck to Holistics as a data source
- [Connect to Oracle Database](https://docs.holistics.io/docs/connect/databases/oracle.md): Learn how to connect Oracle Database to Holistics as a data source.
- [Connect to Snowflake](https://docs.holistics.io/docs/connect/databases/snowflake.md): Set up a dedicated Snowflake user and role, add Snowflake as a data source in Holistics, and configure optional key-pair authentication and timezon...
- [Connect to Microsoft SQL Server](https://docs.holistics.io/docs/connect/databases/sql-server.md): Configure SQL Server authentication, TCP/IP settings, firewall rules, and IP whitelisting so Holistics can connect directly to your MS SQL Server d...
- [Supported Databases (Data Sources)](https://docs.holistics.io/docs/connect/databases-supported.md): View the list of SQL databases that Holistics currently support: PostgreSQL, BigQuery, Snowflake, Databricks, Redshift, Azure, SQL Server, MySQL, O...
- [I Don't Have a SQL Database](https://docs.holistics.io/docs/connect/dont-have-sql-database.md): How to connect Holistics if you don't have a dedicated analytics database, with options for NoSQL, Excel, Google Sheets, and production SQL databases.
- [BigQuery: Working with Date-sharded Tables](https://docs.holistics.io/docs/connect/faqs/bigquery-date-sharded-table.md): Query BigQuery date-sharded tables (such as those from Firebase) in Holistics using a Query Model with wildcard syntax, as direct data models are n...
- [BigQuery: Handling Datetime field and partitioning in Holistics](https://docs.holistics.io/docs/connect/faqs/bigquery-datetime-partition-handling.md): Filtering on a BigQuery DATETIME partition field causes a full table scan; switching to TIMESTAMP lets Holistics prune partitions and cut query costs.
- [BigQuery: too many subqueries or query is too complex](https://docs.holistics.io/docs/connect/faqs/bigquery-too-many-subqueries-query-too-complex.md): This docs helps answer what to do when encountering the "too many subqueries" or "query too complex" error while working with BigQuery in Holistics
- [ERROR: "Catalog must be specified when session catalog is not set"](https://docs.holistics.io/docs/connect/faqs/catalogue-must-be-specified-error-with-presto.md): This documentation provides a solution for the "Catalogue must be specified" error that may occur while working with Presto in Holistics
- [Holistics features with limited Clickhouse support](https://docs.holistics.io/docs/connect/faqs/clickhouse-limitations.md): This page provides information about Holistics features that don't support or support with limited functionality for Clickhouse DB
- [Handle JSON type in MySQL](https://docs.holistics.io/docs/connect/faqs/handle-json-in-mysql.md): Extract nested fields and flatten JSON arrays from MySQL into Holistics models and datasets
- [Handle RECORD type in BigQuery](https://docs.holistics.io/docs/connect/faqs/handle-record-type-in-bigquery.md): How to write SQL query for nested and repeated fields (RECORD) in BigQuery
- [PostgreSQL: Error with canceling statement due to conflict with recovery](https://docs.holistics.io/docs/connect/faqs/postgresql-cancelling-statement-conflict-recovery.md): This PostgreSQL error shows up when a report queries a read replica and the standby cancels the statement; here is what causes it and how to resolv...
- [PostgreSQL: How to add materialized view as a data table?](https://docs.holistics.io/docs/connect/faqs/postgresql-use-materialized-views.md): Holistics skips PostgreSQL materialized views by default, but you can add one as a data table by creating a query model that selects from it directly.
- [ERROR: "extra data after last expected column" with Qubole queries](https://docs.holistics.io/docs/connect/faqs/quobe-query-errors.md): Fix the "extra data after last expected column" error on Qubole data sources by replacing tab characters in your query data with spaces.
- [Why are the AVG results in my reports automatically rounded?](https://docs.holistics.io/docs/connect/faqs/redshift-avg-function-rounds-results.md): Redshift's AVG function drops decimal places when averaging integer-typed columns, which causes truncated results in Holistics reports, and how to ...
- [How to query tables from multiple databases in Snowflake?](https://docs.holistics.io/docs/connect/faqs/snowflake-query-multiple-databases.md): Use a Query Model in Holistics to reference tables in a second Snowflake database, since each data source can only connect to one database by default.
- [Unicode Character Not Displayed Properly with MySQL](https://docs.holistics.io/docs/connect/faqs/unicode-character-display-error-with-mysql.md): Fix MySQL not displaying multi-byte characters (such as Chinese or Vietnamese) properly by configuring the database character set and collation to ...
- [IP Whitelisting](https://docs.holistics.io/docs/connect/ip-whitelisting.md): Add Holistics' IP addresses to your database firewall so a direct connection can be established, with addresses listed by data center region (APAC,...
- [Query Timeout Setting](https://docs.holistics.io/docs/connect/query-timeout.md): Set a query timeout per data source in Holistics to cancel long-running queries, with supported databases and the error each one returns when the l...
- [Enable Canal Engine](https://docs.holistics.io/docs/connect/settings/enable-holistics-canal.md): Enable Canal - Fast Connector and Caching Engine - for your Data Connection
- [Auto Publish on Merge](https://docs.holistics.io/docs/continuous-integration/auto-publish.md): Learn how to leverage Holistics Publish API to set up Auto Publish in CI/CD Workflow
- [Automated dbt Integration with Holistics via GitHub Actions](https://docs.holistics.io/docs/continuous-integration/automatic-dbt-integration.md): Learn how to automatically sync metadata from dbt to Holistics using GitHub Actions
- [Dynamic Data Sources for Development/Production Environment](https://docs.holistics.io/docs/continuous-integration/dynamic-dev-prod-environment.md): Learn how to setup dynamic dev/prod environment in Holistics
- [Pull Request Workflow for GitHub](https://docs.holistics.io/docs/continuous-integration/github-pr-workflow.md): Learn how to setup Pull Request Workflow for GitHub in Holistics
- [Set up Merge Request Workflow (for GitLab)](https://docs.holistics.io/docs/continuous-integration/gitlab-mr-workflow.md): Learn how to setup Merge Request Workflow for GitLab in Holistics
- [Continuous Integration (CI/CD)](https://docs.holistics.io/docs/continuous-integration.md): Learn how to create a CI/CD workflow in Holistics so that they can develop and manage Holistics project in a formal software development manner
- [Pull Request Workflow](https://docs.holistics.io/docs/continuous-integration/pr-workflow-auto-deploy.md): Learn how to setup PR Workflow in Holistics
- [Validate Projects (with Validation API)](https://docs.holistics.io/docs/continuous-integration/validation-api.md): Learn how to leverage Holistics Validation API to set up Project Validation in CI/CD Workflow
- [Creating an Exploration](https://docs.holistics.io/docs/create-quick-exploration.md): Learn how you can build custom charts and reports through adding fields, setting row limit; and avoid fan-out issue
- [Cross-filtering](https://docs.holistics.io/docs/cross-filtering.md): Cross-filtering in Holistics helps improve data exploration and simplifies interaction with dashboard data
- [CSV Setup](https://docs.holistics.io/docs/csv-setup.md): This page describes how to set up CSV in Holistics
- [Data usage requests](https://docs.holistics.io/docs/customer-support/share-usage-data.md): Gain insights into data usage with Holistics' support information sharing request guidelines
- [Support impersonation](https://docs.holistics.io/docs/customer-support/support-impersonation.md): This documentation describes the Support Impersonation mode in Holistics.
- [Support hours & SLA](https://docs.holistics.io/docs/customer-support/support-sla.md): How to reach support, support hours & SLA
- [Support best practices](https://docs.holistics.io/docs/customer-support/support-tips.md): Best practices to get answers fast when sending support tickets
- [Regular training calls](https://docs.holistics.io/docs/customer-support/training-calls.md): Join one of our regular training calls to ask your questions and get a product walkthrough from our members
- [Create dashboard from dataset exploration](https://docs.holistics.io/docs/dashboards/create-from-exploration.md): Users sometimes begin by exploring the dataset. Only after gaining some insights, they start having the need to save these explorations. Our docume...
- [Date Drill Controls](https://docs.holistics.io/docs/dashboards/date-drill-controls.md): Add a Date Drill Control to let dashboard viewers switch time granularity (year, quarter, month, day) across multiple charts without editing indivi...
- [Default Dashboard Templates](https://docs.holistics.io/docs/dashboards/default-dashboard-template.md): Configure the default template for new dashboards
- [Disable Dashboard Auto-run](https://docs.holistics.io/docs/dashboards/disable-dashboard-autorun.md): Disable Auto-run to reduce unnecessary queries sent to data warehouse.
- [HTML Layout](https://docs.holistics.io/docs/dashboards/html-layout.md): Use HTML and CSS to compose dashboard blocks into any structure — slides, paginated reports, custom compositions — beyond what a standard canvas al...
- [Canvas Dashboard](https://docs.holistics.io/docs/dashboards.md): Canvas dashboard is our latest dashboard version that helps you create your data story from interactive visualizations, leveraging software develop...
- [Period-over-Period Controls](https://docs.holistics.io/docs/dashboards/pop-controls.md): Let viewers compare metrics across time periods (this month vs last month, year over year) on multiple charts at once from one dashboard-level cont...
- [Quick Dashboard](https://docs.holistics.io/docs/dashboards/quick-dashboards.md): Quick dashboard is the dashboard 3.0 (Legacy) that we still maintain for tenants using the 3.0 version. This dashboard has limited functionalities ...
- [Canvas Settings](https://docs.holistics.io/docs/dashboards/settings.md): Learn about the various settings available for Canvas dashboards, including canvas-specific and general dashboard settings.
- [Tabs](https://docs.holistics.io/docs/dashboards/tabs.md): Combine multiple, connected dashboards into a single interface with easy-to-use tab navigation.
- [Visualization Blocks](https://docs.holistics.io/docs/dashboards/visualization-blocks.md): Visualization blocks are the charts and tables on a dashboard, with built-in support for AI follow-up questions, cross-filtering, and interactive d...
- [Condition Expressions](https://docs.holistics.io/docs/data-exploration/condition-expressions.md): Apply complex filters to your explore
- [Using SQL for Data Exploration](https://docs.holistics.io/docs/data-exploration/explore-with-sql.md): Write SQL queries directly in Holistics' SQL Editor for ad-hoc analysis, data shape exploration, and query prototyping, including non-SELECT statem...
- [Explore Data](https://docs.holistics.io/docs/data-exploration.md): Explore data with ease in Holistics.
- [Data Formats](https://docs.holistics.io/docs/data-format.md): Holistics offers formatting options for custom display needs. Users set data format in visualization or data modeling layer for flexible data prese...
- [Data Models](https://docs.holistics.io/docs/data-model.md): A data model in Holistics is an abstract representation on top of a database table/SQL query that you may manipulate without directly affecting the...
- [Data Connection Management](https://docs.holistics.io/docs/data-source-management.md): Manage your data connection in Holistics with easy setup, status monitoring, sharing, and edit features
- [Data Types](https://docs.holistics.io/docs/data-types.md): Learn about various data types in Holistics, and how they are used in data analysis and visualization
- [DataHub integration](https://docs.holistics.io/docs/datahub-integration.md): Ingest Holistics metadata into DataHub for unified data governance and lineage visibility
- [Setup DataHub integration](https://docs.holistics.io/docs/datahub-integration/setup.md): Step-by-step guide to set up Holistics metadata ingestion into DataHub
- [Dataset's Best Practices](https://docs.holistics.io/docs/datasets/best-practices.md): Tips & best practices for when working with datasets
- [Dataset's Custom Views](https://docs.holistics.io/docs/datasets/custom-views.md): Curate personalized dataset views by arranging fields and models intuitively
- [Relationships in Dataset](https://docs.holistics.io/docs/datasets/dataset-relationships.md): How to set up relationships/join paths in Datasets
- [Dataset](https://docs.holistics.io/docs/datasets.md): Learn how to create, explore, and share datasets with ease in Holistics
- [Database Setup for Timezone Settings](https://docs.holistics.io/docs/datetimes/database-setup-for-timezones.md): Configure your database to use Holistics Timezone Settings
- [Extract Date Parts from Datetime](https://docs.holistics.io/docs/datetimes/date-parts.md): Extract the Day of Week, Day of Month, Month of Year, etc from timestamp/datetime in Holistics
- [Natural Time Expression](https://docs.holistics.io/docs/datetimes/relative-dates.md): Natural Time Expression is used to express time-related filtering condition in natural language.
- [🌎 Timezone Settings](https://docs.holistics.io/docs/datetimes/timezones.md): Automatically change your data's timezone to the one your business is operating in
- [Week Start Day](https://docs.holistics.io/docs/datetimes/week-start-day.md): Customize your organization's definition of the week with Week Start Day Setting
- [Integrate with dbt Cloud](https://docs.holistics.io/docs/dbt-integration/cloud.md): Set up automatic metadata synchronization between dbt Cloud and Holistics using dbt Integration
- [Integrate with dbt Core](https://docs.holistics.io/docs/dbt-integration/core.md): This page explains the high-level mechanism of dbt integration in Holistics
- [dbt integration](https://docs.holistics.io/docs/dbt-integration.md): Integrate Holistics and dbt so that metadata in dbt can exposed into Holistics BI layer
- [Modeling in dbt vs modeling in Holistics](https://docs.holistics.io/docs/dbt-integration/when-to-model-in-dbt-vs-holistics.md): I'm currently doing my modeling in dbt. I see that Holistics also has a modeling layer. When should I model my data in dbt vs when should I do it i...
- [Export Reports to Azure Blob](https://docs.holistics.io/docs/delivery/azure-blob-schedules.md): Send regular data to Azure Blob services via Holistics BI
- [Data Alerts](https://docs.holistics.io/docs/delivery/data-alert.md): Set up alerts on dashboard widgets so your team is notified by email, Slack, or webhook when widget data meets a condition you check on a chosen sc...
- [Email Schedules](https://docs.holistics.io/docs/delivery/email-schedules.md): Send regular email reports to your customers/users via Holistics BI
- [Export & Sharing Data](https://docs.holistics.io/docs/delivery/export-data.md): Learn how to export and share data of Holistics dashboards with ease
- [Export to Google Sheets](https://docs.holistics.io/docs/delivery/google-sheets.md): Automatically export data from a report or dashboard to Google Sheets
- [Notify Delivery Failures](https://docs.holistics.io/docs/delivery/notify-failed-deliveries.md): Stay informed of any delivery failures, and get notified along with your team.
- [Public Embedding (iFrame Embedding)](https://docs.holistics.io/docs/delivery/public-embedding.md): **Public Embedding (iFrame Embedding)** allows you to integrate Holistics Dashboards into:
- [Export Reports to SFTP](https://docs.holistics.io/docs/delivery/sftp-schedules.md): Push report data to SFTP servers automatically
- [Shareable Links](https://docs.holistics.io/docs/delivery/shareable-links.md): In Holistics, Shareable Links allow you to share dashboard access to external users with strict access control measures in place so that they only ...
- [Export to Slack](https://docs.holistics.io/docs/delivery/slack-schedules.md): Schedule dashboards and reports to be sent to Slack channels automatically, with filter options, PNG or PDF attachments, and dynamic message variab...
- [Telegram Schedules](https://docs.holistics.io/docs/delivery/telegram-schedules.md): Get your scheduled Holistics dashboards delivered instantly in Telegram for real-time alerts, mobile updates, and team collaboration
- [Webhook for Data Alerts](https://docs.holistics.io/docs/delivery/webhook.md): Send a POST request with a JSON payload to any HTTPS endpoint when a data alert fires, so you can relay notifications into third-party apps or your...
- [Development workspace](https://docs.holistics.io/docs/development/aml-studio.md): The IDE where you author AML (file types, naming rules, and Visual vs Code modes).
- [Code Search](https://docs.holistics.io/docs/development/code-search.md): Learn how to use Code Search to find and track code across your development workspace
- [Development Mode, Production Mode and Deployment (Publication)](https://docs.holistics.io/docs/development/dev-prod-mode.md): Different view modes in Holistics's Development workspace for codes in development and production.
- [Dynamic Data Sources](https://docs.holistics.io/docs/development/dynamic-data-source.md): Point your dashboards/reports to different data source dynamically.
- [Dynamic Schemas](https://docs.holistics.io/docs/development/dynamic-schema.md): Point your dashboards/reports to different schema dynamically.
- [The index.aml file](https://docs.holistics.io/docs/development/index-aml-file.md): Use the index.aml file in AML 1.0 to control which Holistics datasets are available for reporting and data exploration in production.
- [Local development with AI agents](https://docs.holistics.io/docs/development/local-agentic-development.md): Build Holistics projects locally with coding agents like Claude Code, Cursor, or GitHub Copilot — connected to your workspace via MCP and kept in c...
- [Project structure](https://docs.holistics.io/docs/development/project.md): How a Holistics project is laid out on disk (models, datasets, dashboards, and folder conventions).
- [Reporting Validation](https://docs.holistics.io/docs/development/reporting-validation.md): Validate reporting items impacted by Modeling Layer changes with Reporting Validation
- [VS Code extension](https://docs.holistics.io/docs/development/vscode-extension.md): Holistics' official VS Code extension brings IntelliSense, hover docs, go-to-definition, and real-time diagnostics to AML files — the same editor e...
- [Why Holistics](https://docs.holistics.io/docs/difference.md): Most AI analytics fails because the semantic layer underneath can't carry real business logic. Holistics is structurally different: an expressive s...
- [Aggregator Functions](https://docs.holistics.io/docs/expression/aggregator-functions.md): Functions to aggregate data in Holistics Expression
- [Dealing with Nulls and Zeros](https://docs.holistics.io/docs/expression/functions-that-handle-null-or-zero-value.md): Reference for the legacy coalesce, nullif, and safe_divide functions that handle null and zero values in calculations (new users should use AQL ins...
- [Holistics Expression](https://docs.holistics.io/docs/expression.md): Learn how to define data, perform transformations, and make calculations with Holistics Expressions. Simplify SQL dialects and focus on your data l...
- [Logical Functions](https://docs.holistics.io/docs/expression/logical-functions.md): Browse every Holistics Expression logical function (case, and, or, not, is, in) with its syntax, return types, and SQL output examples for each one...
- [Time Intelligence Functions](https://docs.holistics.io/docs/expression/time-intelligence-functions.md): The legacy time intelligence functions in Holistics Expression (epoch, date_add, date_diff, and more), with syntax, return types, and worked usage ...
- [Facebook Ads Setup](https://docs.holistics.io/docs/facebook-ads-setup.md): Set up the deprecated Facebook Ads data model in Holistics to load ad account data into your SQL database using an access token and ad account ID.
- [Field Types: Dimensions, Measures](https://docs.holistics.io/docs/fields-calculation.md): Holistics uses two field types for exploring and creating charts: Dimensions (non-aggregated) and Measures (aggregated)
- [Filter with Condition Group](https://docs.holistics.io/docs/filter-with-condition-group.md): Create complex filter conditions (nested and/or expressions) using Condition Group.
- [Date Filter](https://docs.holistics.io/docs/filters/date-filters.md): Reference for every date filter operator in Holistics (is on, between, before, after, last, next, matches) with examples showing which dates each s...
- [Field filters](https://docs.holistics.io/docs/filters/field-filters.md): Field filters get data from a model field available in a dataset
- [Filter Controls](https://docs.holistics.io/docs/filters/index.md): Filters allow users to control the displayed data according to their preferences
- [Number Filter](https://docs.holistics.io/docs/filters/number-filters.md): Filter dashboard data by numerical values in Holistics, using operators like equal, between, and null checks, then map the filter to one or more wi...
- [Parent-child filter](https://docs.holistics.io/docs/filters/parent-child.md): Learn how to set up parent-child filters in Holistics to dynamically limit filter options based on viewer selections, creating cascading filter rel...
- [Show rows with no data when applying filter](https://docs.holistics.io/docs/filters/show-row-no-data-applying-filter.md): "Show rows with no data" can return unexpected null values when a filter is also active, and this page explains why and how to fix it by reordering...
- [Text Filter](https://docs.holistics.io/docs/filters/text-filters.md): Add a text filter to a Holistics report to let viewers narrow data by string values, using operators like contains, starts with, ends with, or is n...
- [True/False Filter](https://docs.holistics.io/docs/filters/truefalse-filters.md): A True/False filter restricts dashboard data to boolean fields using is, is not, and null operators, either from a model field or a manual-input fi...
- [Content Archiving](https://docs.holistics.io/docs/find-organize/archive.md): Content Archiving feature provides a way to hide outdated items without permanently deleting them.
- [Content Endorsement](https://docs.holistics.io/docs/find-organize/content-endorsement.md): Content endorsement provides your organization a powerful way to mark trusted and reliable content and data.
- [Search & Bookmark](https://docs.holistics.io/docs/find-organize/search-and-bookmark.md): Methods to find and save content for quick access
- [Tags](https://docs.holistics.io/docs/find-organize/tags.md): Tagging system is a categorical method that allows user to organize their content.
- [What Data Consumers can do with Holistics?](https://docs.holistics.io/docs/for-business-teams.md): Learn about the features and benefits of Holistics for business teams as data consumers
- [What Data Builders can do with Holistics](https://docs.holistics.io/docs/for-data-teams.md): Learn about the features and benefits of Holistics for data teams
- [Friendly Loading Messages](https://docs.holistics.io/docs/friendly-loading-messages.md): Friendly Loading Messages will be showed when you load a dashboard, widget or report in Holistics
- [From Tableau to Holistics](https://docs.holistics.io/docs/from-others/from-tableau.md): If you come from Tableau background, here's a quick doc for you to learn the difference and similarities between Tableau and Holistics.
- [Coming from other BI tools](https://docs.holistics.io/docs/from-others.md): Migration guides for moving to Holistics from Looker and Power BI.
- [Conceptual Differences](https://docs.holistics.io/docs/from-others/looker/conceptual-differences.md): If you come from Looker background, learn the difference and similarities between Looker and Holistics.
- [Migrating Looker Dashboards to Holistics](https://docs.holistics.io/docs/from-others/looker/dashboard-migration.md): A practical guide on how to migrate your Looker Dashboard to Holistics Dashboard
- [Migrating Looker Dimensions to Holistics](https://docs.holistics.io/docs/from-others/looker/dimension-migration.md): A practical guide on how to migrate your Looker dimensions to Holistics dimensions
- [Migrating Looker Explores to Holistics](https://docs.holistics.io/docs/from-others/looker/explore-migration.md): A practical guide on how to migrate your Looker explores to Holistics datasets
- [From Looker to Holistics](https://docs.holistics.io/docs/from-others/looker.md): If you come from Looker background, learn the difference and similarities between Looker and Holistics.
- [Migrating Looker Measures to Holistics](https://docs.holistics.io/docs/from-others/looker/measure-migration.md): A practical guide on how to migrate your Looker measures to Holistics measures
- [Migrating from Looker to Holistics: Quick Start](https://docs.holistics.io/docs/from-others/looker/migration-guide.md): A comprehensive guide on how to migrate from Looker to Holistics
- [Looker Migration Assistant Tool](https://docs.holistics.io/docs/from-others/looker/migration-tool.md): Tool to assist your migration process from Looker to Holistics
- [Migrating Looker Models to Holistics](https://docs.holistics.io/docs/from-others/looker/model-migration.md): A practical guide on how to migrate your Looker models to Holistics
- [Nested Aggregation: Looker vs Holistics](https://docs.holistics.io/docs/from-others/looker/nested-aggregation.md): Learn how Looker handles nested aggregations with derived tables, and how Holistics solves this with AQL for better self-service flexibility.
- [Migrating Looker Views to Holistics](https://docs.holistics.io/docs/from-others/looker/views-migration.md): A practical guide on how to migrate your Looker views to Holistics models
- [From Power BI to Holistics](https://docs.holistics.io/docs/from-others/power-bi/conceptual-differences.md): If you come from a Power BI background, learn the differences and similarities between Power BI and Holistics.
- [Migrate from Power BI to Holistics](https://docs.holistics.io/docs/from-others/power-bi/migration-guide.md): Step-by-step guide to migrate a Power BI project — semantic models, DAX measures, and reports — to Holistics.
- [Branch Management](https://docs.holistics.io/docs/git-version-control/branch-management.md): Learn how to manage code branch in Development workspace
- [Code Review Process](https://docs.holistics.io/docs/git-version-control/code-review.md): Implement a pull request/code review process for analytics development in Holistics, just like software development.
- [Connect with GitHub App](https://docs.holistics.io/docs/git-version-control/connect-with-github-app.md): Connect Holistics to your GitHub repository via the Holistics GitHub App for org-level, secure integration
- [Connect with SSH Deploy Key](https://docs.holistics.io/docs/git-version-control/connect-with-ssh-deploy-key.md): Connect Holistics to your Git repository via SSH Deploy Key for GitLab, Bitbucket, or other SSH-compatible providers
- [Connect to GitHub, GitLab, Bitbucket, and more](https://docs.holistics.io/docs/git-version-control/external-git.md): Link Holistics project to GitHub, GitLab, Bitbucket, or any SSH-compatible Git provider
- [File History & Restore](https://docs.holistics.io/docs/git-version-control/file-history-restore.md): Browse a single file's version history and restore just that file to a past version, without affecting the rest of your project.
- [Version Control with Git](https://docs.holistics.io/docs/git-version-control.md): Empower your Holistics codebase with Git. Perform code branching and conduct change reviews for a more effective analytics development workflow.
- [Resolve Merge Conflicts](https://docs.holistics.io/docs/git-version-control/resolve-merge-conflicts.md): Learn how to resolve merge conflicts in Development workspace when updating from a remote branch
- [Restore Previous Versions](https://docs.holistics.io/docs/git-version-control/version-restore.md): Learn how to restore your AML project to a particular version
- [Google Spreadsheets Setup](https://docs.holistics.io/docs/google-spreadsheets-setup.md): Connect a Google Spreadsheet to Holistics and load its data into your data warehouse by validating the source URL and configuring the destination t...
- [Build your own calculations](https://docs.holistics.io/docs/guides/calculations.md): Every calculation an Explorer can build in Holistics without code: aggregations, ratios, time comparisons, running totals, buckets, and more, with ...
- [End Users Handbook (v1)](https://docs.holistics.io/docs/guides/end-users-v1.md): Everything a business user can do in Holistics: find answers with AI, explore dashboards, build reports, and collaborate with your data team.
- [End Users Handbook](https://docs.holistics.io/docs/guides/end-users.md): Everything a business user can do in Holistics: find answers with AI, explore dashboards, build reports, and collaborate with your data team.
- [Holistics mechanism](https://docs.holistics.io/docs/holistics-mechanism.md): Understand how Holistics runs queries against your database, processes SQL filters, caches results, and handles data in embedded analytics.
- [How Holistics works](https://docs.holistics.io/docs/how-holistics-works.md): The architecture: how Holistics sits on top of your warehouse, how the programmable semantic layer (AML) and the composable query language (AQL) fi...
- [Import CSV](https://docs.holistics.io/docs/import-csv.md): Create data models from importing a CSV file
- [Import Model](https://docs.holistics.io/docs/import-models.md): Data model created when you import when loading data from other sources using Holistics
- [Slack integration](https://docs.holistics.io/docs/integrations/slack.md): Connect Holistics to Slack to schedule dashboards and reports delivered to any channel, and get notified when a metric crosses a threshold via Data...
- [Date drills](https://docs.holistics.io/docs/interactions/date-drills.md): Date drills allow viewers to quickly change the time granularity of reports
- [Drill down & break down](https://docs.holistics.io/docs/interactions/drill-down.md): Quickly drill down into a data point to see what makes up its value
- [Drill-through](https://docs.holistics.io/docs/interactions/drill-through.md): Dive deeper into your data and uncover hidden patterns with Holistics's Drill-through. Learn how to setup here
- [Filter Data](https://docs.holistics.io/docs/filter-data.md): Focus on what matters by narrowing your dashboard results with filters (across all visualization blocks or specific visualizations)
- [Manage Dashboard](https://docs.holistics.io/docs/interactions/interact-with-canvas-dashboard.md): Canvas Dashboard gives greater control over the presentation of information. You can easily develop a wide range of presentations to satisfy your r...
- [View underlying data](https://docs.holistics.io/docs/interactions/view-underlying-data.md): Quickly see "what makes up this value" at the most detailed level.
- [Holistics Docs](https://docs.holistics.io/docs/docs.md): Holistics is an AI analytics platform with a programmable semantic layer (AML) and a composable query language for metrics on top (AQL). Every defi...
- [Job Queue Optimization](https://docs.holistics.io/docs/job-queue-optimization.md): Learn how Holistics optimizes its job queue with caching and job de-duplication, and what you can do to speed up slow queries and reports.
- [Job controls](https://docs.holistics.io/docs/jobs/controls.md): How to cancel running jobs, set timeouts, auto-cancel unused jobs, and cap per-user concurrency to keep your Holistics job queues healthy and predi...
- [Job deduplication](https://docs.holistics.io/docs/jobs/deduplication.md): How Holistics automatically detects duplicate concurrent queries and merges them, so the same database query runs only once and results are shared ...
- [Job queue system and workers](https://docs.holistics.io/docs/jobs/queues-and-workers.md): This document talks about Holistics Job Queue System: How we processes requests whenever users open a dashboard
- [How to report slow-running jobs](https://docs.holistics.io/docs/jobs/report-slow-jobs.md): What information to include when filing a support ticket for a slow-running job in Holistics, so the support team can diagnose and resolve the issu...
- [[Beta] Controlling filter and grouping paths](https://docs.holistics.io/docs/joins/filter-direction.md): Control how filters and groupings flow between models in relationships
- [How Holistics handles joins](https://docs.holistics.io/docs/joins/how-joins-work.md): Learn how data joins work and their use cases in Holistics. This page also offers tips to avoid fan-out issues
- [Path ambiguity in dataset](https://docs.holistics.io/docs/joins/path-ambiguity.md): Understanding and resolving ambiguous join paths in datasets
- [Why relationships, not joins](https://docs.holistics.io/docs/joins/relationships-vs-joins.md): Why Holistics is built on relationships instead of SQL joins, and what that means for SQL-fluent analysts
- [Cannot combine fields due to fan-out issues?](https://docs.holistics.io/docs/joins/troubleshooting-fanout.md): Fan-out happens when a one-to-many join duplicates aggregate measures, how Holistics auto-resolves it for AQL, and how to fix the cases it can't ca...
- [Key concepts](https://docs.holistics.io/docs/key-concepts.md): A glossary of the core terms in Holistics (models, datasets, metrics, AQL, AML, and more), organized by the architectural layer where each concept ...
- [Annex 4: EU Standard Contractual Clauses](https://docs.holistics.io/legal/annex-eu-scc.md): EU Standard Contractual Clauses (Module 2 and Module 3) for the Holistics DPA.
- [Annex 2: Security measures](https://docs.holistics.io/legal/annex-security-measures.md): Learn more about Data Processing Agreement - Security Measures in Holistics here
- [Annex 3: List of Holistics sub-processors](https://docs.holistics.io/legal/annex-sub-processors.md): Learn more about Holistics Sub-Processors here
- [Annex 1: Subject matter and details of data processing](https://docs.holistics.io/legal/annex-subject-matter.md): Learn more about subject matter and data processing here.
- [Annex 5: UK SCC (Controller to Processor)](https://docs.holistics.io/legal/annex-uk-scc.md): UK Standard Contractual Clauses (International Data Transfer Addendum) for the Holistics DPA.
- [Annex 2: Security measures [archived 2026-06-11]](https://docs.holistics.io/legal/archive/annex-security-measures/2026-06-11.md): Archived 11 June 2026 version of this document, kept for historical reference.
- [Annex 3: List of Holistics sub-processors [archived 2026-06-11]](https://docs.holistics.io/legal/archive/annex-sub-processors/2026-06-11.md): Archived 11 June 2026 version of this document, kept for historical reference.
- [Annex 1: Subject matter and details of data processing [archived 2026-06-11]](https://docs.holistics.io/legal/archive/annex-subject-matter/2026-06-11.md): Archived 11 June 2026 version of this document, kept for historical reference.
- [Data processing agreement (DPA) (effective 13 December 2021)](https://docs.holistics.io/legal/archive/data-processing-agreement/2021-12-13.md): Archived version of the Data processing agreement (DPA), effective 13 December 2021. Superseded; kept for historical reference.
- [Data processing agreement (DPA) (effective 15 March 2022)](https://docs.holistics.io/legal/archive/data-processing-agreement/2022-03-15.md): Archived version of the Data processing agreement (DPA), effective 15 March 2022. Superseded; kept for historical reference.
- [Data processing agreement (DPA) (effective 24 August 2022)](https://docs.holistics.io/legal/archive/data-processing-agreement/2022-08-24.md): Archived version of the Data processing agreement (DPA), effective 24 August 2022. Superseded; kept for historical reference.
- [Data processing agreement (DPA) (effective 28 May 2026)](https://docs.holistics.io/legal/archive/data-processing-agreement/2026-05-28.md): Archived version of the Data processing agreement (DPA), effective 28 May 2026. Superseded; kept for historical reference.
- [Data security [archived 2026-06-11]](https://docs.holistics.io/legal/archive/data-security/2026-06-11.md): Archived 11 June 2026 version of this document, kept for historical reference.
- [GDPR statement (effective 20 August 2021)](https://docs.holistics.io/legal/archive/gdpr/2021-08-20.md): Archived version of the GDPR statement, effective 20 August 2021. Superseded; kept for historical reference.
- [GDPR statement (effective 6 July 2022)](https://docs.holistics.io/legal/archive/gdpr/2022-07-06.md): Archived version of the GDPR statement, effective 6 July 2022. Superseded; kept for historical reference.
- [Legal document archive](https://docs.holistics.io/legal/archive.md): Historical, point-in-time versions of Holistics legal and compliance documents, kept for reference.
- [Privacy policy (effective 25 May 2018)](https://docs.holistics.io/legal/archive/privacy-policy/2018-05-25.md): Archived version of the Privacy policy, effective 25 May 2018. Superseded; kept for historical reference.
- [Privacy policy (effective 29 December 2023)](https://docs.holistics.io/legal/archive/privacy-policy/2023-12-29.md): Archived version of the Privacy policy, effective 29 December 2023. Superseded; kept for historical reference.
- [Terms of service (effective 2 June 2020)](https://docs.holistics.io/legal/archive/terms-of-service/2020-06-02.md): Archived version of the Terms of service, effective 2 June 2020. Superseded; kept for historical reference.
- [Terms of service (effective 20 March 2023)](https://docs.holistics.io/legal/archive/terms-of-service/2023-03-20.md): Archived version of the Terms of service, effective 20 March 2023. Superseded; kept for historical reference.
- [Terms of service (effective 24 May 2024)](https://docs.holistics.io/legal/archive/terms-of-service/2024-05-24.md): Archived version of the Terms of service, effective 24 May 2024. Superseded; kept for historical reference.
- [Terms of service (effective 3 October 2024)](https://docs.holistics.io/legal/archive/terms-of-service/2024-10-03.md): Archived version of the Terms of service, effective 3 October 2024. Superseded; kept for historical reference.
- [Terms of service (effective 24 December 2024)](https://docs.holistics.io/legal/archive/terms-of-service/2024-12-24.md): Archived version of the Terms of service, effective 24 December 2024. Superseded; kept for historical reference.
- [Data processing agreement (DPA)](https://docs.holistics.io/legal/dpa.md): Learn more about Data Processing Agreement in Holistics here
- [GDPR statement](https://docs.holistics.io/legal/gdpr.md): Find out about General Data Protection Regulation (GDPR) in Holistics
- [Non-disclosure agreement (NDA)](https://docs.holistics.io/legal/nda.md): Holistics' mutual non-disclosure agreement covering confidential information shared between Holistics and its customers during the pre-purchase eva...
- [Privacy policy](https://docs.holistics.io/legal/privacy-policy.md): At Holistics, we take your privacy seriously. Read our Privacy Policy to learn about our commitment to safeguarding your information
- [Terms of service](https://docs.holistics.io/legal/terms.md): Holistics' terms of service for Holistics BI, dbdiagram, and dbdocs, covering subscription payments, data handling, confidentiality, and liability ...
- [Migrating to Holistics 3.0](https://docs.holistics.io/docs/migrate-to-v3.md): Understand the differences between Holistics 2.0 and 3.0, why the data modeling layer matters, and how to plan your account migration.
- [Dimensions & Measures](https://docs.holistics.io/docs/model-fields.md): Dimensions hold non-aggregated values like categories and dates, while measures define reusable aggregation logic (counts, sums, conditionals) for ...
- [Dataset Dimension](https://docs.holistics.io/docs/dimensions-in-datasets.md): Learn how to create cross-model dimension in datasets.
- [Dynamic Conditions in Visualization Block](https://docs.holistics.io/docs/modeling/dynamic-conditions.md): Learn how to create dynamic filter conditions at the explore level using parameter fields
- [Dynamic Dimensions Selection](https://docs.holistics.io/docs/modeling/dynamic-dimensions.md): Learn how to create dimensions that change based on context or user input
- [Dynamic Metrics Selection](https://docs.holistics.io/docs/modeling/dynamic-measures.md): Learn how to create measures that adapt based on context or user input
- [Dynamic Currency Conversion](https://docs.holistics.io/docs/modeling/dynamic-metric-definition/dynamic-currency-conversion.md): Learn how to let users view metrics in different currencies using parameter fields
- [Dynamic Metric Conditions](https://docs.holistics.io/docs/modeling/dynamic-metric-definition/dynamic-metric-condition.md): Learn how to apply flexible filtering inside metric definitions using the where() function
- [Dynamic Top N](https://docs.holistics.io/docs/modeling/dynamic-metric-definition/dynamic-top-n.md): Learn how to let users control ranking limits in metrics
- [Dynamic Metric](https://docs.holistics.io/docs/modeling/dynamic-metric-definition.md): Learn how to create metrics that respond to user inputs from dashboard filters
- [Promote Ad-hoc Fields](https://docs.holistics.io/docs/modeling/field-promotion.md): Learn how to promote ad-hoc fields into dataset fields for reuse and consistency
- [AML & Semantic Layer](https://docs.holistics.io/docs/modeling.md): The semantic layer is where business logic lives as code. This section covers building it: connecting your warehouse, defining models and relations...
- [Create metrics in datasets](https://docs.holistics.io/docs/metrics-in-datasets.md): Introducing basic steps to create metrics in datasets.
- [[Upcoming] Controlling which dimensions can be used with a metric](https://docs.holistics.io/docs/modeling/modeling-patterns/control-dimensions-for-metric.md): Control how filters and aggregations flow between models in relationships
- [Galaxy schema (fact constellation)](https://docs.holistics.io/docs/modeling/modeling-patterns/galaxy-schema.md): Learn how to implement galaxy schema with multiple facts sharing common dimensions
- [Modeling patterns in Holistics](https://docs.holistics.io/docs/modeling-patterns.md): Learn how to design scalable and maintainable analytics models in Holistics using proven data modeling patterns
- [Role-playing dimensions pattern](https://docs.holistics.io/docs/modeling/modeling-patterns/role-playing-dimensions.md): Learn how to use the same dimension multiple times with different meanings
- [Snowflake schema pattern](https://docs.holistics.io/docs/modeling/modeling-patterns/snowflake-dimensions.md): Learn how to implement snowflake schema with normalized dimensions in Holistics
- [Star schema pattern](https://docs.holistics.io/docs/modeling/modeling-patterns/star-schema.md): Learn how to implement star schema in Holistics with one fact table and multiple dimensions
- [Handle Non-additive Metrics](https://docs.holistics.io/docs/non-additive-metrics.md): How Holistics deals with additive and non-additive metrics
- [Parameter Fields](https://docs.holistics.io/docs/modeling/param-fields.md): Learn how to use parameter fields to make your models more flexible and dynamic
- [Query Model Persistence](https://docs.holistics.io/docs/persistence.md): Improve Query Model performance by persisting query results to the database.
- [Dynamic Query Model](https://docs.holistics.io/docs/query-parameters.md): Query Parameters allow passing user inputs directly into modeling layer (model's SQL) at runtime. This enables analysts to build more flexible and ...
- [Model Field Expression](https://docs.holistics.io/docs/modeling/query-syntax.md): Learn the Holistics syntax that extends SQL for querying models and fields, and how each expression is translated back into SQL.
- [Activity logs](https://docs.holistics.io/docs/monitoring/activity-logs.md): Learn how to gain better insights into user behavior with Activity Logs Dashboard
- [Introduction](https://docs.holistics.io/docs/monitoring/index.md): This page describes Holistics monitoring tools that can be used to track users' activities on the platform
- [Job monitoring](https://docs.holistics.io/docs/monitoring/job-monitoring.md): Job Monitoring Dashboard records in realtime every job executed against your resources, timestamp of dates and times, status and the user who trigg...
- [Performance monitoring](https://docs.holistics.io/docs/monitoring/performance-monitoring.md): Have an overview of your dashboards' performance, and identify points for optimization.
- [Usage monitoring](https://docs.holistics.io/docs/monitoring/usage-monitoring.md): Usage Monitoring is a real-time tool that displays internal monitoring metrics related to the usage and activities of your organization’s dashboards.
- [Moving Calculations](https://docs.holistics.io/docs/moving-calculation.md): Use Moving Calculations to add a moving average trend line or cumulative sum to your visualizations.
- [Open semantic layer](https://docs.holistics.io/docs/open-semantic-layer.md): Your metrics shouldn't be locked inside a single tool. Query your Holistics semantic layer from any application.
- [Percent of Total](https://docs.holistics.io/docs/percent-of-total.md): Calculate the Percent of Total to understand relative contributions.
- [Canal Engine - high-performance connector and caching engine](https://docs.holistics.io/docs/performance/canal-engine.md): Canal is our high-performance connector and caching engine that provide faster query execution speed
- [Caching mechanism (cache)](https://docs.holistics.io/docs/performance/data-caching.md): Optimize your query performance and reduce costs with Holistics' data caching feature. Learn how to manage caching settings for efficient data mana...
- [Performance](https://docs.holistics.io/docs/performance/index.md): How report performance works in Holistics, common ways to optimize, and where to start when something's slow.
- [Report running mechanism](https://docs.holistics.io/docs/performance/report-running-mechanism.md): Learn the mechanism behind running a report
- [Performance troubleshooting](https://docs.holistics.io/docs/performance/troubleshooting.md): Symptom-based diagnosis for slow reports, plus a data-warehouse deep-dive.
- [Product Philosophy](https://docs.holistics.io/docs/philosophy.md): Product philosophy that guides our vision, roadmap, and product design: the principles behind why Holistics is built around an expressive semantic ...
- [3.0 vs 4.0: Feature Comparison](https://docs.holistics.io/docs/product-versions/3.0-vs-4.0.md): Feature comparison table between Holistics 3.0 and Holistics 4.0 (As-Code)
- [What's my current version?](https://docs.holistics.io/docs/product-versions/check-version.md): Learn how to check your current Holistics version
- [Product Versions](https://docs.holistics.io/docs/product-versions.md): Understand the different active versions currently available in Holistics, and a high-level comparison between them.
- [Analyze Data with SQL Editor](https://docs.holistics.io/docs/query-editor.md): Run ad-hoc SQL against your database to explore data, prototype models, or visualize results (non-SELECT statements like INSERT and DROP are also s...
- [Query Model](https://docs.holistics.io/docs/query-models.md): Go beyond what is provided in your database. Use Query Model to encode complex business logic in the modeling layer.
- [Quickstart Holistics](https://docs.holistics.io/docs/quick-start.md): Get started with Holistics by connecting a data warehouse, modeling data, building datasets, exploring self-service, and sharing dashboards.
- [Quickstart](https://docs.holistics.io/docs/quickstart.md): The end-to-end development workflow in Holistics, from connecting a database to publishing dashboards. High-level orientation with links to drill i...
- [Reference Lines](https://docs.holistics.io/docs/reference-line.md): Create reference line in Holistics to visually compare your sales against the goal and more.
- [Build Relationships](https://docs.holistics.io/docs/relationships.md): Holistics's relationships feature visualizes connections between your data
- [Troubleshoot slow reports](https://docs.holistics.io/docs/report-performance.md): Learn how to improve your dashboard's performance in Holistics
- [Dashboard Period Comparison](https://docs.holistics.io/docs/reporting/dashboard-period-comparison.md): Set up dashboard-level period comparison in Holistics to compare metrics across time periods using previous-period or custom-period modes.
- [Period-over-period Comparison](https://docs.holistics.io/docs/period-comparison.md): Compare a time period with another time period easily with Holistics BI
- [Reused Blocks](https://docs.holistics.io/docs/reused-blocks.md): Define and reuse dashboard blocks with Reused Blocks
- [Running Total](https://docs.holistics.io/docs/running-total.md): :::info
- [Data centers](https://docs.holistics.io/docs/security-compliance/data-centers.md): Manage your data centers with Holistics. Learn how to setup, configure, and migrate your data sources
- [Data retention period](https://docs.holistics.io/docs/security-compliance/data-retention.md): On this page, you can find information about the types of data that Holistics stores and how long it retains them.
- [Data security](https://docs.holistics.io/docs/security-compliance/data-security.md): Information about Holistics' security: data centers; data storage mechanism; GPDR compliance; etc.
- [Security and Legal Compliance](https://docs.holistics.io/docs/security-compliance/intro.md): Learn about Holistics's commitment to security and compliance, and access documentations related to our policies and practices
- [Restricted access by IP addresses (IP whitelisting)](https://docs.holistics.io/docs/security-compliance/ip-whitelisting.md): Restrict Holistics access to a set of approved IP addresses so only known networks can log in or call the API, keeping your workspace off-limits to...
- [Responsible disclosure](https://docs.holistics.io/docs/security-compliance/responsible-disclosure.md): Policy around working with skilled security researchers on finding Holistics vulnerabilities.
- [SOC2 compliance](https://docs.holistics.io/docs/security-compliance/soc2.md): More information about Holistics's SOC2 compliance.
- [Share your data exploration](https://docs.holistics.io/docs/share-data-exploration.md): Share dataset exploration in Holistics by sending a live exploration-state URL or exporting a static snapshot of your chart and data.
- [Show all dimension values (including empty)](https://docs.holistics.io/docs/show-all-dim-values.md): Learn how to display all users, dates, or categories in your reports, even when they have no associated data
- [Show Rows with No Data](https://docs.holistics.io/docs/show-items-with-no-data.md): Highlight gaps in your data with Holistics's Shows rows with no data feature
- [Storage Mode](https://docs.holistics.io/docs/storage-mode.md): Compare the Full, Append, Incremental, and Upsert storage modes in Holistics for loading and materializing models in your data warehouse.
- [Model Storage Settings](https://docs.holistics.io/docs/storage-settings.md): This document contains information on Holistics data models' persistence modes (or Storage Settings)
- [Table Model](https://docs.holistics.io/docs/table-models.md): Discover how to create a Table Model in Holistics, a data model that makes SQL tables available in the modeling layer for easier analysis
- [Top/Bottom N Filters](https://docs.holistics.io/docs/top-bottom-n-filter.md): Learn how to use Top/Bottom N filters feature in Holistics to filter and rank data, allowing you to focus on key insights and trends
- [Trend Lines](https://docs.holistics.io/docs/trend-line.md): Create trend lines in Holistics with 1-click. Customize trend style like linear, logarithmic, power, or expotential.
- [Passing Filter Parameters via URL](https://docs.holistics.io/docs/url-parameters.md): How to build pre-filtered dashboard by directly manipulating the dashboard's URL
- [View and Edit as other users](https://docs.holistics.io/docs/view-and-edit-as-other-users.md): Use the Holistics impersonation feature as an Admin to view and edit reports as other users when testing permissions or reproducing issues.
- [Conversational analytics (AI) in embedding](https://docs.holistics.io/embedded/ask-ai.md): Enable your embed users to explore data and get insights using natural language with Ask AI
- [Dashboard Customization & Styling](https://docs.holistics.io/embedded/customization-and-styling.md): Customize the look and feel of your embedded dashboards to match your brand using themes, custom CSS, fonts, and more
- [Dynamic data sources for embedded analytics](https://docs.holistics.io/embedded/dynamic-data-sources.md): Point your embedded dashboards to different database dynamically for each customer
- [Embedded Analytics - Authentication](https://docs.holistics.io/embedded/ea-authentication.md): How authentication works in Holistics embedded dashboards
- [Email subscriptions for embed users](https://docs.holistics.io/embedded/email-subscriptions.md): Enable your embed users to schedule and receive dashboard data via email
- [Embed events: Control embedded dashboards with JavaScript](https://docs.holistics.io/embedded/embed-events.md): Control embedded Holistics dashboards with JavaScript: sync filters, navigate between dashboards, and handle errors through the postMessage API
- [Embed Portal](https://docs.holistics.io/embedded/embed-portal.md): Allow embedded users to self-serve and customize their own dashboards with Embed Portal
- [Self-serve exploration](https://docs.holistics.io/embedded/self-serve-exploration.md): This guide shows you how to enable interactive capabilities like data drill and exploration for your embed users
- [Embed portal parameters reference](https://docs.holistics.io/embedded/embed-portal/parameters-reference.md): Complete reference for all Embed Portal parameters including JWT payload parameters and URL customization options
- [Row-level permission](https://docs.holistics.io/embedded/embed-portal/permission-settings.md): This guide shows you how to set up and enforce row-level permissions for your embed users
- [Embed Workers](https://docs.holistics.io/embedded/embed-workers.md): Learn about our Embed Worker and how it can help with your Embedded Dashboard
- [Embedded Analytics - FAQs](https://docs.holistics.io/embedded/faqs.md): Embedded Analytics frequently asked questions
- [Identity & Workspace](https://docs.holistics.io/embedded/identity-workspace.md): This guide shows you how to set up identity and workspace permissions for your embed users
- [Embedded Analytics](https://docs.holistics.io/embedded/embedded.md): This page will guide you through embedding your Holistics dashboard into your own application or website
- [Embedded: Integrate Into your Application](https://docs.holistics.io/embedded/integrate-into-application.md): How to integrate Embedded Analytics into your application
- [Managing user-created dashboards](https://docs.holistics.io/embedded/manage-user-dashboards.md): Learn how to view, monitor, and manage user-created dashboards stored as code files in your Development environment
- [Multi-environment](https://docs.holistics.io/embedded/multi-environment.md): Learn about how to setup multiple environments for your Embedded Analytics
- [Quickstart](https://docs.holistics.io/embedded/quickstart.md): Get your first Holistics dashboard embedded in ~10 minutes
- [Show different dashboards to different users](https://docs.holistics.io/embedded/role-based-portal-access.md): Control which dashboards each user role sees by creating multiple Embed Portals and selecting the right one in your backend
- [Monetize Analytics with Subscription Tiers](https://docs.holistics.io/embedded/saas-tiered-plans.md): Differentiate your analytics offering by subscription tier: Basic users view dashboards, Pro users explore data, Enterprise users get AI
- [Embedded Analytics - Security Matters](https://docs.holistics.io/embedded/security.md): Mechanisms to keep your embedded dashboards safe
- [User-built dashboards](https://docs.holistics.io/embedded/user-built-dashboards.md): Enable your embed users to create, save, and manage their own dashboards
- [Basic settings](https://docs.holistics.io/embedded/single-dashboard/basic-settings.md): Configure general settings for your single-dashboard embedding
- [Drill-through](https://docs.holistics.io/embedded/single-dashboard/drill-through-embed.md): Dig deeper into your data with drill-through in Embedded Analytics
- [Single-dashboard embedding](https://docs.holistics.io/embedded/single-dashboard.md): Embed a single Holistics dashboard into your own web application.
- [Permission settings](https://docs.holistics.io/embedded/single-dashboard/permission-settings.md): Enforce data access restrictions and override default filter values with Permission Settings in Embedded Analytics
- [White-label Ask AI in embedding](https://docs.holistics.io/embedded/white-label-ask-ai.md): Customize the Ask AI interface to match your brand with white-label options for icons, names, and messaging
- [Creating reports directly from SQL?](https://docs.holistics.io/faqs/create-reports-from-sql.md): Holistics does not support creating reports directly from SQL. Here are why, and some workarounds.
- [ERROR: "failedPrecondition: this operation is not supported for this document"](https://docs.holistics.io/faqs/error-when-working-with-google-spreadsheet.md): Learn how to resolve the "failedPrecondition" error that may occur while working with Presto in Holistics
- [Does Holistics support Flow-based scheduling with Airflow?](https://docs.holistics.io/faqs/flow-based-scheduling-with-airflow.md): Holistics 3.0 does not yet support flow-based scheduling, but Holistics 2.0 offers a CLI to orchestrate imports and transforms with Airflow.
- [Holistics 2.7 FAQs](https://docs.holistics.io/faqs/holistics-2.7.md): Answers about the Holistics 2.7 hybrid version, how 3.0 data modeling differs from 2.0, and what the transition means for existing customers.
- [Holistics FAQs](https://docs.holistics.io/faqs/faqs.md): Answers common questions about Holistics, covering data storage practices, cloud vs. on-premise deployment, enterprise pricing, and embedded dashbo...
- [Data Modeling Troubleshoot](https://docs.holistics.io/faqs/troubleshoot-modeling.md): Common "field not found" errors, mismatched line numbers in query syntax, and naming conflicts with SQL reserved keywords, explained with causes an...
- [Data Reporting Troubleshoot](https://docs.holistics.io/faqs/troubleshoot-reporting.md): Troubleshoot common issues with data reporting.
- [What view access options or sharing options are available in Holistics?](https://docs.holistics.io/faqs/view-options.md): Holistics offers four ways to share report access: viewer users, shareable links, exports, and embedded dashboards, so you can pick the right fit f...
- [Adding annotations to charts](https://docs.holistics.io/guides/adding-annotations-to-charts.md): Annotations are useful when you want to add contextual information to your charts, such as marking important events, changes, or milestones that ma...
- [Calculate Percent of Total using SQL](https://docs.holistics.io/guides/calculate-percent-of-total-sql.md): Use Holistics & SQL to calculate percent of total.
- [Build Cohort Retention Chart](https://docs.holistics.io/guides/cohort-retention-report.md): Step-by-step tutorial to build a cohort retention report in Holistics that tracks how groups of users return over time from a single orders table.
- [Consolidate data from different sources](https://docs.holistics.io/guides/consolidate-data-from-different-sources.md): Use Holistics Import Models to load data from CSV, Google Analytics, Spreadsheets, and other sources into your data warehouse for unified analytics.
- [Create a custom chart from Vega-Lite library](https://docs.holistics.io/guides/create-custom-chart-from-vega-lite-lib.md): Build a custom chart type in Holistics by defining fields and a Vega-Lite template in AML, then reuse that chart type across reports in your organi...
- [Create a custom chart (video walkthrough)](https://docs.holistics.io/guides/create-custom-chart-video.md): A video walkthrough of Holistics Custom Charts, covering what the feature is, when to use it, and how to build one from scratch with a worked example.
- [Make a custom chart interactive](https://docs.holistics.io/guides/create-interactive-custom-charts.md): Add cross-filtering, drill-through, and highlight effects to custom charts using Vega-Lite point and interval selections, with copy-ready code exam...
- [Export BI report data to Python using Holistics API](https://docs.holistics.io/guides/export-bi-report-data-to-python-using-holistics-api.md): Export prepared Holistics datasets into Python with the Holistics API package so you can use BI report data in your own scripts and applications.
- [How to Filter Elements in ARRAY Fields](https://docs.holistics.io/guides/filter-array-field.md): A guide on how to filter rows based on whether a specific value exists within an ARRAY field in Holistics, using two different approaches.
- [Getting Started](https://docs.holistics.io/guides/getting-started.md): A starting point for new Holistics users and trial accounts, linking to overviews for data builders and data consumers.
- [Handling Nested JSON Data in Holistics](https://docs.holistics.io/guides/handle-nested-json.md): Approaches for working with nested JSON objects and arrays in Holistics, using custom fields and SQL Query Models to flatten or unnest data.
- [How to rename a field name or field values?](https://docs.holistics.io/guides/how-to-rename-field.md): Methods to rename field names and relabel field values in Holistics reports, using field labels, custom labels, and data modeling.
- [Working with Pipedrive's custom fields](https://docs.holistics.io/guides/how-to-work-with-pipedrives-custom-fields.md): How to import and handle Pipedrive custom fields in Holistics, including finding API keys and adding columns to Import Models.
- [Importing data from Google Sheets](https://docs.holistics.io/guides/import-data-from-google-sheet.md): Holistics allows you to import data from Google Sheets into your data warehouse for BI & reporting purposes.
- [Interact with Dashboard ](https://docs.holistics.io/guides/interact-with-dashboard.md): How to explore Holistics dashboards using Date Drill and Explore Data, plus required roles and commenting for team collaboration.
- [Holistics Guides](https://docs.holistics.io/guides/guides.md): Watch our video guides to see how Holistics works for you.
- [How to join data/tables in Holistics?](https://docs.holistics.io/guides/join-tables.md): Two ways to join tables in Holistics: use Relationships to define virtual joins between models, or write a SQL Transform model that combines tables...
- [Make a custom chart responsive](https://docs.holistics.io/guides/make-custom-chart-responsive.md): Make a custom chart resize with its widget so it fits any dashboard or report, whether you build it in Vega-Lite or Vega.
- [How to create a Custom Map](https://docs.holistics.io/guides/map/create-custom-map.md): Create a custom map visualization in Holistics with your own GeoJSON file.
- [How to create a Filled Map?](https://docs.holistics.io/guides/map/create-filled-map.md): Set up a Filled Map in Holistics to color geographic regions by value, with location fields, choropleth setup, color scale options, and precision t...
- [How to create a Geo Heatmap (Legacy)?](https://docs.holistics.io/guides/map/create-geo-heat-map.md): How to build a legacy Geo Heatmap in Holistics using latitude, longitude, weight, and label fields, plus styling options like radius and markers.
- [How to create a Heatmap?](https://docs.holistics.io/guides/map/create-heatmap.md): Configure a heatmap in Holistics to show geographic density or magnitude (like population or revenue) on a map using latitude, longitude, and a val...
- [How to create a Point Map?](https://docs.holistics.io/guides/map/create-point-map.md): Plot latitude/longitude data on a point map in Holistics, then customize bubble sizes, colors, and map style to give your location data statistical...
- [Improve map precision in Holistics](https://docs.holistics.io/guides/map/improve-map-precision.md): Fix unrecognized locations on Holistics maps by setting the correct location type, checking supported formats, or uploading a custom GeoJSON for lo...
- [Reporting with MongoDB](https://docs.holistics.io/guides/mongodb-reporting.md): How to report on MongoDB data in Holistics by loading it into a SQL data warehouse, transforming nested fields, then building dashboards.
- [Calculate Dynamic Point-In-Time Metrics](https://docs.holistics.io/guides/point-in-time-report.md): Use a time spine and business calculations so a metric like end-of-month balance always reflects the right value for whatever date granularity the ...
- [Calculate Running (Cumulative) Total via SQL](https://docs.holistics.io/guides/running-total-report.md): Use Holistics to calculate the running or cumulative total of a particular set of data. This involves adding up a series of numbers or sums over a ...
- [Setting goal/target in Holistics](https://docs.holistics.io/guides/setting-goal-metric-in-holistics.md): Add a static or dynamic target column to your data model, then visualize the goal alongside your metrics using Combination Charts, Metric KPI, or M...
- [Spinning Up Google BigQuery For Data Warehousing](https://docs.holistics.io/guides/setup-db/bigquery.md): How to setup Google BigQuery in under 3 minutes, as your data warehouse. Google BigQuery has a free tier too, so make use of it.
- [Spinning up SQL Database with Google Cloud SQL](https://docs.holistics.io/guides/setup-db/google-cloud-sql.md): How to setup up a database online (PostgreSQL or MySQL database) with Google Cloud SQL
- [Style a custom chart](https://docs.holistics.io/guides/style-custom-charts.md): Style a custom chart with Vega-Lite's config property, drop in a ready-made theme, and match the look of Holistics's built-in charts.
- [Import Data from Other Sources into Your SQL Database](https://docs.holistics.io/guides/third-party-models.md): Unify and model your data from different sources, using SQL-based data models to generate analytics.
- [Transforming data](https://docs.holistics.io/guides/transform-data.md): How to transform raw imported data in Holistics using Query Models, including model and field reference syntax for SQL transformations.
- [Control who can view or edit Dashboards](https://docs.holistics.io/guides/user-access.md): How to control dashboard access in Holistics by sharing with users or groups, publishing to everyone, and locking dashboards from edits.
- [Using a Date Dimension model](https://docs.holistics.io/guides/using-date-dim-model.md): Use a shared date dimension model to align metrics from different tables on a common date axis, preventing gaps and join-based distortions in your ...
- [AML Canvas Layout](https://docs.holistics.io/reference/aml/canvas-layout.md): Reference for CanvasLayout (the view type that positions blocks on an AML Dashboard).
- [AML Constant](https://docs.holistics.io/reference/aml/constant.md): This document describes how to use AML Constant to declare and reuse values across an AML project
- [AML Dashboard Blocks](https://docs.holistics.io/reference/aml/dashboard-blocks.md): Overview of the four block types used in AML dashboards: TextBlock, VizBlock, FilterBlock, and DateDrillBlock.
- [AML Dashboard Interactions](https://docs.holistics.io/reference/aml/dashboard-interactions.md): Reference for the interactions list in AML Dashboard: DateDrillInteraction and CustomMapping.
- [AML Dashboard](https://docs.holistics.io/reference/aml/dashboard.md): Reference syntax for AML Dashboard
- [Data Format](https://docs.holistics.io/reference/aml/data-format.md): Format AML dimensions and measures for cleaner reports by adding a format property with a date or number pattern directly in your model definition ...
- [AML Dataset Fields](https://docs.holistics.io/reference/aml/dataset-field.md): Introducing concepts about Dimensions and Metrics in a Dataset.
- [AML Dataset](https://docs.holistics.io/reference/aml/dataset.md): Introducing Dataset definition syntax in AML
- [AML DateDrillBlock](https://docs.holistics.io/reference/aml/date-drill-block.md): Reference for the DateDrillBlock dashboard block type in AML.
- [Date Format](https://docs.holistics.io/reference/aml/date-format.md): How the format property works on date dimensions and measures in AML, with the day, month, year, and separator tokens and the patterns each one acc...
- [AML Quick Reference](https://docs.holistics.io/reference/aml/examples.md): Quick syntax lookup for commonly used AML patterns
- [AML Extend](https://docs.holistics.io/reference/aml/extend.md): This document describes how to use AML Extend to enhance reusability in Holistics projects
- [AML Model Fields](https://docs.holistics.io/reference/aml/field.md): This documentation helps you understand the basic syntax of Dimensions and Measures used in Holistics 4.0
- [AML FilterBlock](https://docs.holistics.io/reference/aml/filter-block.md): Reference for the FilterBlock dashboard block type in AML.
- [AML Function](https://docs.holistics.io/reference/aml/func.md): This document describes how to use AML Func to declare and reuse logic across an AML project
- [AML HTML Layout](https://docs.holistics.io/reference/aml/html-layout.md): Reference for HTMLLayout — a dashboard view type that uses HTML and CSS to compose dashboard blocks into any structure.
- [AML If-else](https://docs.holistics.io/reference/aml/if-else.md): Control-flow expression to conditionally evaluate and return values in AML.
- [AML Reference](https://docs.holistics.io/reference/aml.md): Syntax, types, and object definitions for the Analytics Modeling Language.
- [AML Metric](https://docs.holistics.io/reference/aml/metric.md): Reference for the AML Metric object — an aggregated business measure that can be defined inside a dataset or as a standalone, reusable definition.
- [AML Model](https://docs.holistics.io/reference/aml/model.md): The AML Model block maps a database table or SQL query to dimensions and measures, giving Holistics the structure it needs to explore and aggregate...
- [AML Module](https://docs.holistics.io/reference/aml/module.md): Use Module to group similar AMQL objects and functions together. Enable better structuring and future code reusability.
- [Number Format](https://docs.holistics.io/reference/aml/number-format.md): Use the format property to control how number fields display currency symbols, thousands separators, decimal places, percentages, and abbreviations...
- [AML Partial](https://docs.holistics.io/reference/aml/partial.md): Use AML Partial to extract the shared logic into a new object, making it ready for reuse across multiple objects
- [AML Persistence](https://docs.holistics.io/reference/aml/persistence.md): Reference for Query Model persistence Syntax
- [AML PreAggregate](https://docs.holistics.io/reference/aml/pre-aggregate.md): Reference for the PreAggregate object, which maps model fields to pre-aggregated tables for Aggregate Awareness.
- [AML Query Model](https://docs.holistics.io/reference/aml/query-model.md): Define a data model on top of a custom SQL query in AML, referencing other models, declaring dimensions and measures, and configuring query persist...
- [AML Relationship](https://docs.holistics.io/reference/aml/relationship.md): Learn syntaxes to define Relationship in Holistics 4.0
- [AML String Interpolation](https://docs.holistics.io/reference/aml/string-interpolation.md): This document describes the string interpolation feature of AML
- [AML Tab Layout](https://docs.holistics.io/reference/aml/tab-layout.md): Reference for TabLayout — the tabbed view type for AML Dashboards.
- [AML Table Model](https://docs.holistics.io/reference/aml/table-model.md): Reference for AML Table Model syntax, covering all parameters (type, label, data source, dimensions, measures) and a code example to map a table to...
- [AML TextBlock](https://docs.holistics.io/reference/aml/text-block.md): Reference for the TextBlock dashboard block type in AML.
- [AML Theme and Colors](https://docs.holistics.io/reference/aml/theme.md): Reference syntax for PageTheme, BlockTheme, VizTheme, and ColorPalette AML objects
- [AML Types](https://docs.holistics.io/reference/aml/types.md): This document describes the built-in types supported by AML
- [AML user attributes and variables](https://docs.holistics.io/reference/aml/user-attributes-and-variables.md): Reference user attributes, system user attributes, and built-in variables in AML expressions.
- [AML VizBlock](https://docs.holistics.io/reference/aml/viz-block.md): Reference for the VizBlock dashboard block type in AML.
- [Aggregate Functions (Aggregators)](https://docs.holistics.io/reference/aql/aggregator-functions.md): A reference for AQL's aggregate functions (count, sum, average, percentile, and more), with syntax, return types, examples, and database support no...
- [AI Functions](https://docs.holistics.io/reference/aql/ai-functions.md): All AI functions available in AQL for natural language processing and machine learning tasks.
- [AQL Condition](https://docs.holistics.io/reference/aql/aql-condition.md): Leverage AQL Condition for advanced filtering use cases
- [bottom](https://docs.holistics.io/reference/aql/bottom.md): AQL Syntax: To return bottom rows
- [Datetime Literals](https://docs.holistics.io/reference/aql/datetime-literal.md): AQL datetime literals use the @ syntax for fixed dates, date ranges, and relative expressions like @(last 7 days) for use with datetime comparison ...
- [dense_rank](https://docs.holistics.io/reference/aql/dense_rank.md): AQL Window Function: A window function that returns the rank of rows within a partition of a table. Tie values are assigned the same rank. The next...
- [dimensionalize (previously exact_grains)](https://docs.holistics.io/reference/aql/dimensionalize.md): AQL Syntax: always evaluate an expression using certain grains; Dimensionalized Measure
- [AQL Error Reference](https://docs.holistics.io/reference/aql/error-reference.md): Look up any AQL error code (ERR-0 through WARN-300) with a plain description, an example, and a suggested fix so you can debug and resolve query is...
- [eval](https://docs.holistics.io/reference/aql/eval.md): AQL Syntax: create a new context
- [exact_period](https://docs.holistics.io/reference/aql/exact_period.md): AQL Function: Calculate a metric within a custom period, it can be used to compare how a metric performs in a specific period compared to another p...
- [Explore Expressions](https://docs.holistics.io/reference/aql/explore-expression.md): Explore expressions act as an intermediate AQL layer that auto-selects tables from your dimensions and measures, so you never write Table expressio...
- [AQL Expression](https://docs.holistics.io/reference/aql/expression.md): What AQL expressions are, the two kinds (table and metric), how the pipe operator chains functions together, and the dataset context every expressi...
- [filter](https://docs.holistics.io/reference/aql/filter.md): AQL Syntax: Extract the records that match the conditions
- [first_value](https://docs.holistics.io/reference/aql/first_value.md): AQL Window Function: Returns the value of an expression from the first row of the window frame.
- [AQL Functions Overview](https://docs.holistics.io/reference/aql/function.md): Index of all AQL function categories. Each category links to its own reference page listing every function in detail.
- [group](https://docs.holistics.io/reference/aql/group.md): AQL Syntax: Group data into one or multiple dimensions
- [AQL Reference](https://docs.holistics.io/reference/aql.md): Signatures, grammar, and per-function details for the Analytics Query Language.
- [keep_grains](https://docs.holistics.io/reference/aql/keep.md): AQL syntax: Evaluate a metric against specific grain(s)/dimension(s), excluding others.
- [last_value](https://docs.holistics.io/reference/aql/last_value.md): AQL Window Function: Returns the value of an expression from the last row of the window frame.
- [Logical Functions](https://docs.holistics.io/reference/aql/logical-functions.md): AQL's logical functions (case, and, or, not, is, in), with syntax, return types, and examples for writing conditional expressions in your calculati...
- [Macros](https://docs.holistics.io/reference/aql/macros.md): AQL macros are functions that receive expressions instead of values, letting you compose metrics flexibly with where, keep, exclude, and dimensiona...
- [Mathematical Functions](https://docs.holistics.io/reference/aql/math-functions.md): All mathematical functions available in AQL.
- [Metric Expressions](https://docs.holistics.io/reference/aql/metric-expression.md): AQL metric expressions cover composing aggregations, setting a source table, and applying metric context (filters, LOD, window functions) via pipe ...
- [Metric Functions Overview](https://docs.holistics.io/reference/aql/metric-function.md): Metric functions transform a metric expression by modifying its context: its filters, relationships, level of detail, or time window.
- [Miscellaneous Functions](https://docs.holistics.io/reference/aql/miscellaneous-functions.md): This page provides a list of miscellaneous functions that are not categorized into other groups.
- [next](https://docs.holistics.io/reference/aql/next.md): AQL Window Function: A window function that returns the value of the next row at an offset relative to the current row.
- [nth_value](https://docs.holistics.io/reference/aql/nth_value.md): AQL Window Function: Returns the value of an expression from the Nth row of the window frame, where N is a positive integer.
- [ntile](https://docs.holistics.io/reference/aql/ntile.md): AQL Window Function: A window function that divides the rows within a partition into a specified number of ranked groups. It assigns a rank (bucket...
- [Null/Zero Functions](https://docs.holistics.io/reference/aql/null-and-zero-functions.md): Reference for AQL's null and zero handling functions (coalesce, nullif, and safe_divide), covering syntax, return types, and worked examples for each.
- [of_all](https://docs.holistics.io/reference/aql/of_all.md): AQL Function: Evaluate expression without certain dimensions or grains. Aliases: of_all, exclude_grains
- [AQL Operators](https://docs.holistics.io/reference/aql/operator.md): How AQL operators work, from the pipe operator to logical comparisons across text, numbers, datetimes, and booleans, with a syntax example for each...
- [percent_of_total](https://docs.holistics.io/reference/aql/percent_of_total.md): Calculates the percentage of a metric relative to different totals (row, column, or grand total).
- [percent_rank](https://docs.holistics.io/reference/aql/percent_rank.md): AQL Window Function: Returns the relative percentile of a row within a partition of a table. The value is between 0 and 1, inclusive.
- [period_to_date](https://docs.holistics.io/reference/aql/period_to_date.md): Calculates a metric from the beginning of year, quarter, month, etc to the current date. For example, you can apply this computation to determine t...
- [previous](https://docs.holistics.io/reference/aql/previous.md): AQL Window Function: A window function that returns the value of the previous row at an offset relative to the current row.
- [rank](https://docs.holistics.io/reference/aql/rank.md): AQL Window Function: A window function that returns the rank of rows within a partition of a table. Tie values are assigned the same rank. The next...
- [relative_period](https://docs.holistics.io/reference/aql/relative_period.md): AQL Function: A function to calculate a metric in the active time-range shifted by a specified interval
- [running_total](https://docs.holistics.io/reference/aql/running_total.md): AQL Function: Calculate a metric from starting of time (visible data by default) to the current period
- [running_total! (deprecated)](https://docs.holistics.io/reference/aql/running_total_all.md): AQL Syntax: Evaluate measures along a running dimension with all data
- [select](https://docs.holistics.io/reference/aql/select.md): AQL Syntax: Retrieves one or multiple fields
- [SQL Passthrough Functions](https://docs.holistics.io/reference/aql/sql-passthrough-functions.md): SQL passthrough functions allow you to call native database functions directly within AQL queries.
- [Table Expressions](https://docs.holistics.io/reference/aql/table-expression.md): Table expressions in AQL are queries that return tabular output, letting you chain table functions with the pipe operator to filter, select, and jo...
- [Table Functions](https://docs.holistics.io/reference/aql/table-function.md): Reference for AQL's four table functions (select, group, filter, and unique), each of which transforms an input table expression into an output tab...
- [Text Functions](https://docs.holistics.io/reference/aql/text-functions.md): This page provides a comprehensive list of text manipulation functions for string operations.
- [Time Intelligence Functions](https://docs.holistics.io/reference/aql/time-intelligence-functions.md): All time intelligence functions available in AQL.
- [top](https://docs.holistics.io/reference/aql/top.md): AQL Syntax: To return top rows
- [trailing_period](https://docs.holistics.io/reference/aql/trailing_period.md): A function to calculate a metric over a specific number of date periods up to the current period.
- [Date](https://docs.holistics.io/reference/aql/type-date.md): Reference for AQL's Date type: what it represents, operators for filtering by periods or exact timestamps, and how to format dates in dimension def...
- [Datetime](https://docs.holistics.io/reference/aql/type-datetime.md): AQL's datetime type stores timestamps as "YYYY-MM-DD HH:MM:SS", handles time zones automatically, and adds operators for filtering by exact times o...
- [Dimension (reference)](https://docs.holistics.io/reference/aql/type-dimension.md): AQL functions that require a predefined dimension field (model.field_name): why arbitrary expressions are rejected and how to define the right dime...
- [Field Type](https://docs.holistics.io/reference/aql/type-field.md): How AQL's Field type works, what field origin means, how it tracks where a field came from, and why transformations that create new fields lose tha...
- [Types](https://docs.holistics.io/reference/aql/type-index.md): A reference to all types in AQL, covering what types are, how they serve as blueprints for objects like models and fields, and the properties each ...
- [Measure](https://docs.holistics.io/reference/aql/type-measure.md): How to define measures in AQL data models, including supported aggregation types, SQL definition forms, and rules for mixing native and custom aggr...
- [Number](https://docs.holistics.io/reference/aql/type-number.md): AQL's number type holds integers, floats, and doubles for use as a dimension or measure, with comparison operators and number formatting in definit...
- [Scalar Type](https://docs.holistics.io/reference/aql/type-scalar.md): A reference to AQL scalar types like Date, Datetime, Number, Text, and Truefalse, plus types that exist but are not yet operable.
- [Table Type](https://docs.holistics.io/reference/aql/type-table.md): The Table type in AQL represents rows and columns returned from a model, where chained transformations keep returning Tables and aggregations produ...
- [Text](https://docs.holistics.io/reference/aql/type-text.md): AQL's text type stores strings of any characters, with operators for equality, pattern matching (like and ilike), list membership, and null checks ...
- [Truefalse](https://docs.holistics.io/reference/aql/type-truefalse.md): The truefalse field type in AQL represents boolean values (true or false), with the operators you can use to filter and compare truefalse dimension...
- [unique](https://docs.holistics.io/reference/aql/unique.md): AQL Syntax: To return unique values
- [where vs. filter](https://docs.holistics.io/reference/aql/where-vs-filter.md): Compare the differences between 'where' function and the 'filter' function in this documentation
- [where](https://docs.holistics.io/reference/aql/where.md): AQL Syntax: Apply filtering conditions to measure
- [Window functions](https://docs.holistics.io/reference/aql/window-function.md): AQL window functions provide ways to do secondary calculations like navigating (previous, next), ranking, or aggregating (sum, avg, etc.) across a ...
- [window_avg](https://docs.holistics.io/reference/aql/window_avg.md): AQL Window Function: A window aggregation function that returns the average of rows in a range relative to the current row.
- [window_count](https://docs.holistics.io/reference/aql/window_count.md): AQL Window Function: A window aggregation function that returns the count of rows in a range relative to the current row.
- [window_max](https://docs.holistics.io/reference/aql/window_max.md): AQL Window Function: A window aggregation function that returns the max of rows in a range relative to the current row.
- [window_min](https://docs.holistics.io/reference/aql/window_min.md): AQL Window Function: A window aggregation function that returns the min of rows in a range relative to the current row.
- [window_stdev](https://docs.holistics.io/reference/aql/window_stdev.md): AQL Window Function: A window aggregation function that returns the (sample) standard deviation of rows in a range relative to the current row.
- [window_stdevp](https://docs.holistics.io/reference/aql/window_stdevp.md): AQL Window Function: A window aggregation function that returns the (population) standard deviation of rows in a range relative to the current row.
- [window_sum](https://docs.holistics.io/reference/aql/window_sum.md): Use window_sum to compute running totals or range-based sums across rows in AQL, with options to control ordering, partitioning, and axis-aware beh...
- [window_var](https://docs.holistics.io/reference/aql/window_var.md): AQL Window Function: A window aggregation function that returns the (sample) variance of rows in a range relative to the current row.
- [window_varp](https://docs.holistics.io/reference/aql/window_varp.md): AQL Window Function: A window aggregation function that returns the (sample) variance of rows in a range relative to the current row.
- [with_relationships](https://docs.holistics.io/reference/aql/with_relationships.md): Use with_relationships() in AQL to pick a specific join path when two tables connect through multiple routes, so your measure gets exactly the righ...
- [Reference overview](https://docs.holistics.io/reference/reference.md): Complete language references for AML and AQL — syntax, types, functions, and error codes.
- [Access Demo Account](https://docs.holistics.io/tutorials/access-demo-account.md): Get access to our demo account to test out Holistics 3.0
- [Add Custom Dimensions and Measures](https://docs.holistics.io/tutorials/add-custom-fields.md): Add SQL-based custom dimensions (bucket or transform field values) and custom measures (complex aggregations like conditional SUM) to a Holistics d...
- [Add Filters to Dashboard](https://docs.holistics.io/tutorials/add-filters.md): Add Field Filters (tied to a Dataset field) or Manual Filters (with a custom data type and widget) to a dashboard so viewers can slice the data int...
- [Add Relationships](https://docs.holistics.io/tutorials/add-relationships.md): Define relationships between data models in a dataset so your reports can pull in data from multiple tables, like combining movies with production ...
- [Add Report Widget to Dashboard](https://docs.holistics.io/tutorials/add-widgets.md): Add a second report widget to an existing dashboard directly from the dashboard page, using a column chart to visualize data from a dataset you hav...
- [Create a dashboard](https://docs.holistics.io/tutorials/create-a-dashboard.md): Walk through the steps to build a dashboard in Holistics so you can package your analysis findings and share them effectively with the rest of your...
- [Create and explore a Dataset](https://docs.holistics.io/tutorials/create-explore-dataset.md): A Dataset groups related Data Models into a single container you can query and visualize, with steps for creating one and exploring your data insid...
- [Create Table Models](https://docs.holistics.io/tutorials/create-table-models.md): Table models map physical database tables into Holistics so you can add field descriptions, labels, and business logic without touching the underly...
- [Walkthrough Tutorial](https://docs.holistics.io/tutorials/getting-started.md): A step-by-step series covering the full Holistics workflow, from connecting data and building models to dashboards with filters, drill-throughs, an...
- [Interact with the Dashboard](https://docs.holistics.io/tutorials/interact-dashboard.md): Edit widgets, explore your data ad-hoc without changing the original report, and write Business Calculations to answer questions directly on your d...
- [Schedule a Dashboard Export](https://docs.holistics.io/tutorials/schedule-dashboard.md): Set up scheduled dashboard exports in Holistics to email reports with custom recipients, delivery frequency, attachments, and filter overrides on a...
- [Transform your data](https://docs.holistics.io/tutorials/transform-data.md): Use Holistics Query Models to reshape raw or nested data into clean, explorable tables, then optionally persist the results for better query perfor...
- [Set up Drill-throughs in your report](https://docs.holistics.io/tutorials/use-drill-through.md): Set up drill-through links between dashboards so viewers can click any data point to open a related dashboard pre-filtered to that value, keeping t...
- [Using Aggregate Awareness](https://docs.holistics.io/tutorials/using-aggregate-awareness.md): Tutorial on how to optimize the query time by using Aggregate Awareness