Release Notes

We're thrilled to announce that we're bringing more direct interaction to our dashboards with Quick Filtering. Instead of using the filter toolbar, you can now filter, include, or exclude data points directly from the charts and tables.

🌟 What's New​

With Quick Filtering capabilities, you can just right-click any data point or visualization component to filter your entire view.

Right-click to include/exclude​

Remove unusually high or low values that might skew your analysis with exclude, or spotlight specific subsets by including them. You can do this by right-click on x-axis or legend that contain the dimension value.

Or by right-click on rows header of table / pivot table

Right-click to apply Top N / Bottom N filter​

Focus on the highest or lowest ranking values with just a few clicks. You can do this by right-click on any legend that display your metric name.

Or by right-click on column header of table /pivot table

Right-click to filter by data value​

Filter "greater than" or "less than" value directly from the chart. You can do this by right-click on any data point. Example scenarios

• Outlier detection: You notice one sales rep with exceptionally high revenue and want to see who else exceeded the same target.
• Benchmarking: You want to see which sales reps generated revenue above the average so you can recognize and celebrate their performance.

Or right-click on value cell of a table

We’ve made some new tweaks to the Calculation Builder to make field creation more flexible and powerful 💪

Available in development​

You can now use the Calculation Builder in the development space, so you’ll get the intuitive GUI to speed up creating and testing your fields before publishing.

GUI vs. formula mode​

Switching between the Calculation Builder and Formula view is now simple, so you can work in whichever mode feels most comfortable.

Enhanced AAFs through calculation builder​

Period over period, percent of total or moving calculations are now powered by AQL, allowing you to extend it and combine it with other metrics.

Period‑over‑period calculations automatically match the date granularity in your visualizations, so there’s no need to adjust it yourself.

See it in action​

Try them out and let us know your feedback 🙌

We are thrilled to announce that you can now save Canvas Dashboards directly to your personal workspace!

🌟 What's new​

• Before: Personal workspaces only supported Quick Dashboards. To build as-code Canvas Dashboards privately, you needed admins to set up private folders in the Public workspace.
• After: You now have both Quick Dashboards and Canvas Dashboards in your Personal workspace for a flexible, end-to-end creation experience.

📝 Notes​

• This feature is currently in open beta. Functionality and availability may change as we collect feedback.
• Personal Canvas dashboards are only accessible in Reporting. Support for personal Canvas dashboards in Development is under consideration.
• Modeling changes can occasionally break personal dashboards. Learn how to resolve them in the dev workflow guide.

Our latest Search updates are now live to help you find and access content faster, focusing on better results and faster recall of your recently used items.

🌟 What's New​

• Smarter Matching: When you type to search, the system will now match keywords against both an item's Title and its Description, but you can always switch to Title-only search if needed. Previously, only the Title was searchable.
• Faster Recall: We now display a list of your recently opened items for quick access. Jump straight back into your active projects without relying on past search keywords.

For more information, you can check our public doc here.

We’re excited to share our new feature: Configure Failure Recipients per Schedule & Alert! 🚀

🌟 The Problem We’ve Solved​

Currently, when a scheduled dashboard delivery fails, the system sends notifications to:

• Schedule/alert creator,
• Dashboard/report creator,
• And any globally-configured admin recipients.

This means everyone gets every failure notification, regardless of whether they’re responsible for that specific schedule. This leads to notification fatigue and slower incident response.

🌟 The Solution​

This feature lets you add custom recipients to receive failure notifications for each individual schedule or alert, on top of the default recipients.

For more details, see our public docs on Notify Delivery Failures.

We're excited to launch: View items' metadata directly on the Reporting sidebar by hovering on that item. This helps them browse and find their desired items much faster.

🌟 What's new​

• Before: You have to click to open an item to find extra information about it.
• After: You can now view dashboard/dataset metadata from the Reporting sidebar without having to click to open the item. This helps give more context and easier to find your targeted object.

For more details, check out our public docs here.

We're thrilled to announce that Default Dashboard Template is now available! 🎉 🎉

This feature is designed specifically for admins who need to enforce brand standards and best practices across their entire organization.

🌟 What's New​

• Before: New dashboards automatically inherited the base Holistics look, meaning users had to manually spend time aligning new dashboards with your structural and brand requirements.
• Now: Admins can define one master template that is automatically applied to every new dashboard created. This guarantees organizational consistency from the moment a user starts building their dashboard.

For full details, check our public doc here.

We hope this feature gives you the governance and speed you need to scale dashboard creation confidently. We can't wait to hear what you think! 😊

We're excited to announce a major upgrade to operational governance. Soon, Admins will have direct access and full control over any user's personal workspace content, eliminating the need for mandatory impersonation.

🌟 Key Benefits​

• Eliminate impersonation friction: No more slow, inconvenient switching to manage or modify content across multiple users’ personal workspaces (especially for dependency cleanup).
• Full Admin coverage: Admins will be able to manage or clean up content within other Admin accounts. This resolves the current limitation where Admins cannot impersonate one another.

For full detail, you can check our public doc here: Manage users' personal content.

⏰ Timeline​

We expect to release this feature by the end of December 2025.

We’re excited to share that you can now undo and redo your filter actions while exploring dashboards.

✨ What's new​

• Undo/Redo for filters: Previously, only drill-downs and break-downs were reversible. Now, every step of your analysis — from filtering to drilling down — can be undone or redone, giving you more freedom to explore without worry.
• History view: Right-click on Undo or Redo to see your complete exploration history at a glance.

We've improved the relationship list view to make it much easier to understand your data model connections at a glance.

When reviewing relationships—especially in complex data models—it can be challenging to quickly distinguish between model names and field names. We've added visual indicators to help you parse this information more efficiently.

✨ What's New​

• Field type icons — Each field now displays an icon indicating its data type, making it easier to understand the relationship at a glance
• Visual separation — Model names and field names are now clearly differentiated with color coding, where model names appear in a lighter gray while field names stand out in bold
• Better scannability — The improved layout helps you quickly navigate through long lists of relationships without getting lost in the text

🎯 Benefits​

This enhancement is particularly helpful when you're working with unfamiliar data models or need to quickly verify relationship configurations across multiple tables. The visual cues reduce cognitive load and help you spot patterns or issues more quickly.

📸 Before and After​

Before:

After: