The branch selector is replacing the Production/Development mode switch, giving you a simpler, cleaner interface to move between Production and development work.
New in Holistics: you can now add reference lines to charts directly in your dashboards, without opening the Explore modal.
This is the first step of something bigger. We're bringing common analyses into the dashboard through the Analyze menu, a lightweight exploration layer that lets business users interrogate their data right where they read it.
Business users often want to quickly explore a dashboard chart: spot a trend, compare against a benchmark, or look at a previous period. Until now, all of these meant opening the Explore modal and working through the chart settings, which has many options they don't need. Now they can do it in a few clicks, right on the dashboard.
Open the Analyze menu on a dashboard chart and select Reference line. Use Quick mode to apply it across the whole chart in one click, or Advanced mode to set it up for each metric. Every analysis in the Analyze menu works the same way:
Temporary and only for you: Like filters, analyses you add apply only to your view and aren't saved to the chart.
Included in widget exports: Widget exports include the analyses you added. Dashboard exports don't.
Continue in Explore: If you open Explore, your analyses come with you so you can keep refining them.
Trend lines are the next analysis you can add directly on dashboard charts, after reference lines. Pick a trend type and see right away whether your metrics are going up or down, without needing to open the Explore modal.
Open the Analyze menu on a dashboard chart and select Trend line. Use Quick mode to apply it across the whole chart in one click, or Advanced mode to set it up for each metric. Every analysis in the Analyze menu works the same way:
Temporary and only for you: Like filters, analyses you add apply only to your view and aren't saved to the chart.
Included in widget exports: Widget exports include the analyses you added. Dashboard exports don't.
Continue in Explore: If you open Explore, your analyses come with you so you can keep refining them.
Build any layout you want: reports, slides, newspaper-style pages, or anything else you can design.
Reuse existing interactions and permissions: filters, drill-downs, cross-filtering, and row-level and column-level permissions work on each block exactly as before, because only the layout changes.
You can now use AI to create new dashboards and edit existing ones directly in Reporting. Previously, AI dashboard building was only available in Development. With this update, Explorers can build dashboards with AI for the first time.
Specialized build skills: Holistics AI now uses dedicated built-in skills for different actions, such as creating a dashboard, applying a theme, or building a custom chart, instead of relying on one general-purpose step.
Plan before building: AI proposes a plan first, so you can review the approach before it starts building.
Start from what you already have: kick off a build from a plan doc, sketch, or other attachment shared in AI chat.
Fewer timeouts: builds are now less likely to stall or time out midway.
There's more happening under the hood to make the overall experience smoother.
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.
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
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.
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.
