What's New

AI Block turns your dashboard's data into a written narrative - so viewers get the "so what," not just rows and bars to interpret themselves.

Write a prompt once, and use it to:

• Summarize a dashboard: "Summarize this dashboard and call out key insights" turns your data into a short narrative viewers can read at a glance.
• Analyze customer reviews: turn open-ended reviews into a sentiment trend and common themes, instead of reading through every one yourself.
• Brief different viewers differently: use AI Skills in the prompt so the same block gives the Head of CS a strategic brief, Support Agents an ordered work list, and everyone else a plain summary.

The result persists as a saved block. It refreshes automatically when the dashboard opens (if Auto-run on open is enabled), and asks before refreshing when a viewer changes a source visualization.

Learn more: AI Block on dashboard

AI chat attachments let you add images and plain text or code files directly into your AI chat conversations for extra context.

With attachments, you can:

• Rebuild something that lives outside Holistics: attach a screenshot of an external dashboard and ask the AI to recreate it.
• Build out new metrics from a spec: attach a screenshot of the metrics your product team shared in Slack, and the AI drafts them for you to review and approve.
• Analyze against a list or a number that isn't in your warehouse: attach this quarter's budget and compare it to actuals.

Supported file types:

• Images: PNG, JPG, WebP, GIF, SVG
• Plain text or code files: TXT, MD, HTML, CSV, JSON, XML, SQL

Learn more: Conversation Context

AI Tasks let you define a reusable unit of AI work once, then run it automatically - on a schedule or on demand.

Use an AI Task for work that's repetitive, doesn't need your presence, and has a clear definition of "done." Because you set explicit acceptance criteria, every run is automatically checked pass or fail, not just generated.

Use it to:

• Automate a recurring report - summarize last week's sales by region under your team's conventions, and flag any region that moved more than 15%, every Monday morning.
• Roll up AI Chat Insights - aggregate the past week's AI Chat Insights into a ranked list of the context gaps affecting the most conversations.

Coming soon: AI Tasks will be able to send their results to Slack and email.

Learn more: AI Tasks

Chart switching in Explore is now non-destructive. Previously, switching chart types could silently drop fields and reset settings. Now Holistics keeps a memory of everything you've selected, so you can try a chart, change your mind, and switch back without rebuilding anything.

Here's what happens when you switch:

• Fields and settings auto-map to the new chart. Fields that don't fit (e.g. fewer axis slots on the target chart) are held in memory, not discarded.
• Switching back restores exactly what you left, including any fields that were held aside while you were on other charts.
• Edits carry forward globally. Any change you make on one chart becomes the configuration that applies to the next switch.

This builds on two earlier Explore improvements: auto-mapping fills chart slots for you, and chart suggestions picks the right chart for your data. With chart switching now non-destructive, trying a different chart type is no longer a decision you have to commit to.

Cost Analytics provides a breakdown of your AI spend, so you can see where it's coming from instead of just the total. Find it under AI Monitoring → Cost analytics, with three views:

• Cost Overview: your AI spend at a glance.
• Cost by User: spend broken down by user.
• Cost by Chat: spend broken down by individual chat.

Break the numbers down further by time, environment (Development or Reporting), origin (which AI feature triggered the cost), and more.

Learn more: AI Billing

Cross-filters are now saved in the dashboard URL. When you click a data point or row to cross-filter a dashboard, that selection stays in the link. Reload the page, bookmark it, or send it to a teammate, and you'll land on the exact same cross-filtered view.

What's new​

This update ensures that your cross-filter selections are seamlessly preserved across different viewing contexts.

• Works everywhere: internal dashboards, shareable links, and embedded dashboards.
• One link for the whole view: cross-filters are stored alongside your dashboard filters and controls, so a single URL captures everything you've applied.
• Nothing to set up: just cross-filter as usual and copy the URL.

Learn more: Cross-filtering | Passing Filter Parameters via URL

If a Databricks metric view already holds governed dimensions and measures, you can sync it into Holistics to build dashboards, implement embeds, and enable users to self-serve, without maintaining a duplicated definition.

At a high level, a Databricks metric view syncs into Holistics as a Table Model. Once synced, you can add the model to a dataset to build dashboards and embedded analytics.

Learn more​

• Databricks Metric Views

If a Snowflake semantic view already holds governed dimensions and measures, you can sync it into Holistics to build dashboards, implement embeds, and enable users to self-serve, without maintaining a duplicated definition.

At a high level, a Snowflake semantic view syncs into Holistics as a Table Model. Once synced, you can add the model to a dataset to build dashboards and embedded analytics.

Learn more​

• Snowflake Semantic Views

We've introduced an update: Exclude Endorse & Archive tags when duplicating objects.

Why this feature​

Endorse tells your team a piece of content is reviewed and trusted. Archive tells them it's no longer maintained. Neither should apply to a quick copy you're making to explore data personally.

What's new​

Now, when you duplicate or copy your dashboard, dataset or data model, then:

• Endorse and Archive tags are not copied to the new object.
• Other tags are copied over as before.

Learn more: Tags | Content Endorsement | Content Archiving

New navigation is coming to Holistics: one universal sidebar for the whole app. Dashboards, data, and tools now live in one place, with more room for your data, and the black header is gone.

Why this change​

We removed the legacy navigation structure that built up across past versions, and rebuilt the app around one cleaner and more consistent layout.

What's changing​

The sidebar is where you browse content, switch tabs, and find the key actions.

For data builders, Reporting and Development are now two clear modes in the sidebar. The sidebar stays in place while its content changes to match the mode you are in, so you can explore and build without losing your place.

What you see in the sidebar follows your role:

• Admins and analysts get both environments, with SQL editor, Embedded analytics, and Resources in the bottom section.
• Explorers get datasets and dashboards, with favorites, search, and create in the top row.
• Viewers get the dashboards they have access to, with favorites and search in the top row.

The new navigation arrives with the new dark mode, and together they give Holistics a more modern look and feel.

Version 4.0 workspaces get the new navigation by default. Earlier versions keep the current navigation for now.